Task - Scheduling tab

Data fields

These data fields are captured or displayed on the Asset Type Task - Scheduling tab or the Asset Task - Scheduling tab, and are used to and schedule Asset Tasks and generate and create Proposed Work Orders for Asset Tasks.

Field	Description
Scheduling
(Task) Interval Type	The Interval Type that determines whether the Asset Task appears on the list of Proposed Work Orders. The (Task) Interval Type determines the basis on which an Asset Task with a specific Scheduling Method should be scheduled. These Task Interval Types are available: Ad Hoc (no scheduling) Calendar Based Usage Based, based on meter readings Event Based. Task Interval Types are configured using the *ACPD - Scheduling Configuration - Task Interval Types* menu option.
Default Interval	Only for “Usage” and “Calendar” based Task Interval Types. The Default Interval that is associated with an Asset Task’s Task Interval Type determines how frequently the Asset Task is scheduled when Proposed Work Orders are generated. Select a Default Interval from the lookup list.
Non-Usage Based Reading Required	Enabling this setting will allow meter readings to be captured for non-usage based tasks.
Event	The Event that determines when an Asset Task with an Event-Based Task Interval Type is executed. Select the Event from the lookup list.
Meter	Only when the Asset Task is linked to an Asset with a Meter. Select the Meter that is linked to the physical Asset.
Roll Up Point	The Roll Up Point for the Asset Type or Asset that this Task is associated with. One Proposed Work Order is generated for all the Asset Tasks with this Roll Up Point.
Scheduling Method	The Scheduling Method determines how the Estimated Next Due Date is calculated when Proposed Work Orders are generated. Two Scheduling Methods are available: “Schedule from Last Done”. The Estimated Next Due Date is calculated and one Asset Task is scheduled based on the Asset Task’s Last Done Date. “Schedule from Last Scheduled”. An Estimated Next Due Date is calculated for each occurrence of the Asset Task in the time period determined by the scheduling parameters and based on the Task’s Last Scheduled date, and the Asset Task is scheduled for each Estimated Next Due Date.
Schedule When	Select an option from each of the drop-down lists to specify the criteria used to establish which Asset Tasks must be scheduled.
Days to schedule on	Select an option: Working and Non-Working Days Non-Working Days Only Working Days Only
Season	Select an option: In Season and Out of Season Only when In Season Only when Out of Season
Machine State	Indicates whether the machine is operational. Select an option: Running and Not Running Only when Running Only when Not Running
Classifications	Description/Setting
Task Classification 1 to 8	Select a user-defined Task Classification.

Best Practice

Asset Tasks should be synchronised to avoid having to shut down an Asset more than once in a week.

The Default Interval associated with each Asset Task’s Interval Type ensures that the same Asset Task only occurs on a Work Order once a week.

For a “Calendar Based” Interval Type the Intervals are multiples of “7” days.
For a “Usage Based” Interval Type the Intervals are multiples of “1000” hours.

Please note!

A Meter must be linked to the Asset if the Task Interval Type is “Usage Based”.
Asset Tasks are scheduled when Proposed Work Orders are generated using the Maintenance Manager - Planning menu option.
- If Schedule from Last Done is ticked then the Asset Task is scheduled for the number of days displayed as the Task Interval for this Scenario (on the Asset Task’s Dates and Readings tab) after the Last Done Date.
- If Schedule from Last Done is not ticked then an Asset Task is scheduled for each occurrence of the number of days displayed as the Task Interval for this Scenario (on the Asset Task’s Dates and Readings tab) after the Last Scheduled Date.
Specific Tasks can be associated with a specific Roll Up Point.
The Roll Up Point associated with an Asset Task links the Asset Task to a Roll Up Point that is specified for an Asset Type in the Asset Type Tree or Asset in the Asset Tree. One Proposed Work Order is generated for all Asset Tasks with the same Roll Up Point.
If an Asset does not have the same Roll Up Point as an Asset Task in an Asset model then, when Proposed Work Orders are generated, a proposed Work Order is generated for the first MSI that occurs in the branch of the Asset model where the Asset Task is specified (even if it does not have the same Roll Up Point).
When Proposed Work Orders are generated Asset Tasks with an “Ad Hoc” Type of Work that are specified as Sub Tasks and Follow Up Tasks use the scheduling and Roll Up Point details of the Asset Task to which they are linked.
Task Classifications are used as a grouping mechanism for:
- Grid lists on browse windows and grid edit windows.
- Proposed Work Orders
- Reports
- Analyses.
Task Classifications are configured using the Shared Configuration, Classifications menu option, where it is determined what each Classification represents and its Allowed Values.