PM consolidation is authorized by the TMA System Administrator during setup as an option on the Repair Center > Records / Identity – Preference Subtab. This feature is applied to the PM schedules of individual repair centers.
When consolidated PMs are used, the software reviews the tasks to determine if more than one task is due at the same time for the same item. When PM jobs are generated, all PM tasks due for the same item are consolidated into one work order as long as a standard interval is used. This applies to PM tasks for the same item within the range of days specified in the PM Week and PM Generation fields on the Repair Center window.
If a PM includes a General Inspection, it cannot be consolidated.
Consolidation applies even if the PM interval frequencies are different (i.e., annual and semi-annual) as long as they conform to the standard intervals.
When PMs are consolidated, a single work order is generated, and the work order displays all the tasks in the Task window.
When a consolidated PM work order prints, all task sheets for the associated jobs are also printed, subject to the usual task sheet print restrictions.
NOTE: Daily PMs are not consolidated.
Standard Consolidation Frequency
A PM will always consolidate to the highest level job due, based on the following table:
|
Frequency |
Unit |
Interval |
|
Bi-Annual |
Y |
2 |
|
Annual |
Y |
1 |
|
Semi-Annual |
M |
6 |
|
Tri-Annual |
M |
4 |
|
Quarterly |
M |
3 |
|
Bi-Monthly |
M |
2 |
|
Monthly |
M |
1 |
|
Weekly |
W |
1, 2, 4, 13, 26, & 52 only |
The frequencies shown in this table are the only frequencies that will be consolidated. If, for instance, you select a Monthly frequency with an Interval of 5, it will not be consolidated. To achieve a four-month interval, choose the Tri-Annual frequency.
This applies to metered PMs as well as calendar based.