Combination Interval

Grouping Interval (days)

Note: This setting defaults to the value specified for the Use Grouping Intervals system option.

This setting enables you to group asset tasks that are due to be executed within a specified intervals in order to:

• Minimise the number of Proposed Work Orders that are generated.
• Include all Tasks that fall due in a specific Grouping Interval on the same Work Order.

Asset Tasks that should be executed on any day during the scheduling period (current date + Days to Schedule), starting from the specified Starting from date, are grouped on one or more Work Orders depending on the Grouping Interval (days) and each Asset Task’s Default Interval.

For example, if the Grouping Interval (days) is 7 days then Tasks that are due to be performed every 14 days will be scheduled on a Proposed Work Order for the occurrence of the Grouping Interval during which they are due to be performed in the scheduling period.

For example, a weekly Task falls due on a Monday and a monthly Task for the same Asset falls due on a Wednesday. If Days to Schedule is set to 7 days then the Tasks will be grouped on the same Work Order if all the other filter, split and combination options match.

Starting from

The date from which the Grouping Interval (days) applies is used to calculate when a Task must be scheduled and determines the date from which Tasks are combined on a Work Order within the Grouping Interval.

Defaults to the system option Default Task Grouping Start Date on the System Options - Proposed Work Orders tab.

Asset Tasks that must be scheduled during the Grouping Interval (days), starting from the specified Starting from date, are grouped on one Work Order.

It is important to use the correct day of the week.
For example, specify Monday as the Starting from date if Tasks must be grouped from Monday to Sunday.

Combine Tasks on one Work Order which

Have different Scheduling Methods (Last Done/Last Scheduled)

Tick to generate one Proposed Work Order for Tasks that are scheduled by Last Done Date and Tasks that are scheduled by Last Scheduled Date. Tasks with both Scheduling Methods are included in the same Work Order.

Blank to generate separate Work Orders for Tasks that are scheduled by Last Done Date and Tasks that are scheduled by Last Scheduled Date.

Generating Proposed Work Orders from Last Scheduled Date

The following key points apply when scheduling Asset Tasks from their Last Scheduled Date.

• Proposed Work Orders are generated for Asset Tasks with Due Dates that are at equal intervals from the Last Scheduled Date onwards.
• If Scenario is Active on Task is ticked on the Asset Task - Dates and Readings tab then the Asset Scenario and Task Interval for this Scenario determine when the Asset Task is included in Proposed Work Orders. The Asset Task is scheduled on 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.
• The Scenario specified on the Asset - Maintenance tab is displayed as the Active Scenario on the Asset Task - Dates and Readings tab.
• Proposed Work Orders are generated for each occurrence of the Tasks until the current date plus the Schedule “nn” days in advance date is reached.

Generating Proposed Work Orders from Last Done Date

The following key points apply when scheduling Asset Tasks from their Last Done Date.

• The Asset Task is scheduled on 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.
• Asset Tasks are scheduled for the Estimated Next Due Date, which is calculated as the Last Done Date plus the Task Interval for this Scenario specified on the Asset Task - Dates and Readings tab (which is determined by the Default Interval specified on the Asset Task - Scheduling tab).
• One Proposed Work Order is generated for the first occurrence of Asset Tasks that are due, and all Proposed Work Orders for future occurrences of the Asset Tasks are suppressed.
• The next Work Order can only be generated when the Tasks on the current Work Order are complete.
• If the Proposed Work Orders are generated again before a scheduled Work Order is complete then due Tasks are suppressed, including the Task for which the Work Order was created. Re-run the Proposed Work Orders when the outstanding Work Order Tasks are completed and the Work Order is closed.
• If a scheduled Work Order and its Work Order Tasks are cancelled then its Last Done Date is not updated. When Proposed Work Orders are generated again for the same Asset Tasks, a due Task is generated for each Default Interval since its Last Done Date (which was not updated because the Work Order was not closed).

Are linked to different Meters

Tick to generate one Proposed Work Order for all Tasks that are linked to different Meters with the same standard options.

Blank to generate separate Work Orders for Tasks that are linked to different Meters.

Are Calendar or Usage based

Tick to generate one Proposed Work Order for all Tasks that are calendar based and usage based (Task Interval Type on the Asset Task - Scheduling tab is “Calendar based” or “Usage based”).

Blank to generate separate Work Orders for Tasks that are Calendar based and Tasks that are Usage based.