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Preventive Maintenance

Job Scheduling

There are two options when creating the schedule for your jobs. Within the Schedule ribbon group are two buttons the Manage Schedule and Create Schedule button.  The Create Schedule button allows you to create the dates and times of when the job is to occur.  Once the schedule is created you can use the Manage Schedule button to make any necessary changes. 

The schedule pane lists all the dates and times of when the job is to occur.  You can create schedule entries here, however it is much easier to use the Create Schedule button.

Creating the Schedule

There are several options available when you create the schedule.  When you click on the Create Schedule button, the Recurring Schedule popup opens.  There are three sections of information that you need to determine for each occurrence.

Start Time

Within this section you will determine when the order or trouble ticket is to be created or the email sent.  Click on the dropdown arrow to access a list of times, scroll to the appropriate time and click on the time to insert it into the field.  Alternatively, you can click on the field and type in the time, you must keep the formatting the same. 

Recurrence Pattern

There are four options within the recurrence pattern section.  Within each pattern the right side of the section changes to allows you to determine the different settings.

Daily

With this option you can determine how often the job occurs on a daily basis.  The default is for the job to occur daily, however you can change that to occur every 2, 3, 4 etc. days.  Within the right side of the section, click on the option button next to the first Every, then type in the number of days between each occurrence in the text box. 

Weekly

With this option you can determine how many weeks between each occurrence of the job.  The default is for the job to occur every week on Friday.  To change this type in the number of weeks between each occurrence in the text box and select the day of the week the job occurs on. 

Monthly

With this option you can determine how many month between each occurrence of the job. The default is that the job occurs on the first day of every month.  To change this type in the day that the job occur each month and how many months in between.   

Alternately you can determine what day of each month the job occurs on, for example, the second Saturday of every month.  The default is to occur on the first Sunday of every month.  To change click on the first dropdown arrow and select either first, second, third, fourth or last.  Then click on the next dropdown box and select what day of the week, Sunday – Saturday.  Last you can have it occur every month or type in the appropriate number into the field.

Yearly

With this option, the job will occur on a yearly basis.  You determine how many years between each occurrence and what month and date of the job.  The default is for the job to occur every year on the first Sunday of May.  To change this, first determine the number of years between each occurrence.  Then select what month and date the job is to occur on. 

If you don’t want to choose a specific date, you can select the last option to have the job occur on a day in any month, the default option is to have the job occur on the first Sunday of every May.  Click on each dropdown arrow to make the appropriate selections. 

Recurrence Range

The final step is to determine for how long the jobs will occur.  You will determine the start and end date.  The start text box default to the current date, to change that you either click on the small up and down just to the right of the date, this will advance you one more forward or backward.  To change the date completely click on the dropdown arrow to access a calendar, click on the date to add to the field.  To change the month and year click the right or left arrow and once at the appropriate month and year, click the number to select the date. The date populates in the box.

Once you have completed the schedule click on the Ok button to continue.  Each occurrence of the job now appears in the Schedule pane.  

Deleting the Schedule

Once an occurrence appears within the Schedule pane, you can delete it.  Right click on the record selector box just to the left of the Scheduled Start Time to access a menu.  From the menu select Delete, a message box appears verifying that you really want to delete the occurrence.  Click Ok to continue or no to cancel the operation.  

 

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