Video Shorts: Planning Calendar for Planned Work Management
foreign [Music] the planning calendar is part of the CSM FSM configurable workspace supporting maintenance managers and their planning efforts we start with the landing page for maintenance managers which showcases some of the reports that guide their work but note the new calendar planning icon and here we can see those entities under maintenance whether they're assets install base items locations sites patient names and identifiers note the different icons we see the record on the left has a meter icon versus the duration icon on the right also note that we aren't currently looking at work orders but rather schedule occurrence records consider these placeholders that tell the maintenance manager that a work order should be generated here and it's important because it provides insight into potential work far in advance without actually creating work orders the first schedule occurrence already has a work order created for it while the ones on the right do not we can search for a specific asset or device or item and see its schedule occurrences we can also view our records that are grouped by different criteria by plan by model by location first let's look by plan and then we'll look at the grouping by model and then again by location this AIDS in my decision making now I can look at the schedule occurrences or the work orders or both but let's look specifically at work orders that have been generated for the schedule occurrences I can see the work order detail in the contextual side panel I can open that work order I can view it as a schedule occurrence as well as you might expect we offer multiple calendaring views daily weekly and two weeks however we'll offer more views in the subsequent releases now let's jump ahead by a few weeks and we'll find an asset with overlapping events this asset has two different perhaps one is based on a monthly schedule and the other on a weekly schedule so we might not want multiple work orders to be generated in this case because perhaps the weekly maintenance event has work or tasks that will be completed as part of the monthly event of course we can manually cancel or we can create suppression rules to automate when to prevent the generation of a maintenance work order due to these overlapping actions so here's a suppression rule for a maintenance plan we're defining that if the weekly maintenance intersects with the monthly one within a five-day window perhaps then we should suppress we should cancel that weekly schedule and prevent a work order from ever being generated for that Weekly work so in case you're not following me let's look at what happened out on the schedule the weekly schedule occurrence shows that it's been fully suppressed we still have a record that it was going to generate a work order but instead it was suppressed to be fulfilled as part of the monthly schedule and here we see the monthly occurrence is still in effect in pending state yes there is much more to understand here but one last Point any at any point prior to work being completed the maintenance manager can make changes to schedule occurrences and work orders here we can see how they can cancel the scheduled occurrence or work orders they can generate work orders and view the work orders
https://www.youtube.com/watch?v=MuYL3U30dX4