TipThe Scheduled Actions section lets you add the activities such as registration renewal, safety inspection, or emission control check that are performed on the asset at a scheduled interval.
A scheduled action added to an asset is available on the Repairs tab when a work order is created for that asset after the due date of scheduled action. You can select the scheduled action as a repair and perform the repair. Once the repair is completed, the next due date of the scheduled action is automatically updated in the Scheduled Action section.
After a scheduled action is performed as a repair, the Previous Due/Begins and Next Due dates are updated based on the following settings as defined in the Setup module:
If Next due date or meter based on SA last performed date or meter plus cycle length option is selected, the Previous Due/Begins is updated to the date when the SA is performed and the Next Due date is updated based on the cycle length.
If Next due date or meter based on SA last due date or meter plus cycle length option is selected, the Previous Due/Begins is updated to the Next Due date and the Next Due date is updated based on the cycle length.
When SA is performed prior to due date or meter reading, the Previous Due/Begins and Next Due dates are not updated.
Tip
To view the Scheduled Actions section, click the Scheduled Actions link.
With required permission, you can add scheduled actions to the asset.
Note: An asset can have multiple scheduled actions associated with it. But each scheduled action can have only a single cycle type associated with it.
1. Search and view an asset record.
2. Click the PM's,SA's tab.
3. In the SAs - Scheduled Actions section, click the Add New Scheduled Action link.
The Add SA dialog box opens.
4. In the SA Description list, select a scheduled action for the asset.
5. In the Cycle Type list, select the cycle type of the scheduled action.
Note: The cycle type can be Day, Week, Year, Month, or Set Annual Day. If a meter type is added to the asset, you can add the meter type as the cycle type for the scheduled action. If the cycle type selected is Set Annual Day, the cycle length is automatically selected as one.
6. In the Cycle Length box, type the length of the scheduled action.
7. In the Previous Due/Begins field, type the start date or the previous due date of the scheduled action in the MM/DD/YYYY format, or select the date from the calendar.
Note: For example, if the Cycle Type is selected as year, Cycle Length as 1, and Previous Due/Begins date as 1/1/2014, the next due date of scheduled action is 1/1/2015.
8. When finished, click one of the following:
o Save to save the information and close the dialog box.
o Save & New to save the information and add another record.
o Cancel to disregard any changes and close the dialog box.
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Note: · The Next Due column in the table displays the date of the next cycle, count of miles (meter type), or the quantity of fuel required for the next SA cycle to begin. · The Due in column displays the remaining days, count of miles (meter type), or quantity of fuel by which the SA cycle is due. If a cycle is not completed within the due, the value of past due is displayed as negative and in red. |
The Edit SA dialog box lets you update or modify the scheduled action.
1. Search and view the asset record.
2. Click the PM's,SA's tab.
3. In the SAs - Scheduled Actions section, click the Edit link next to a scheduled action you want to edit.
The Edit SA dialog box opens.
4. Make the required changes.
5. When finished, click one of the following:
o Save to save the information and close the dialog box.
o Cancel to disregard any changes and close the dialog box.
With the required permission, you can delete a scheduled action.
1. Search and view the asset record.
2. Click the PM's,SA's tab.
3. In the SAs - Scheduled Actions section, click the Edit link next to a scheduled action you want to delete.
The Edit SA dialog box opens.
4. Click Delete.
5. In the Delete SA dialog box, click one of the following:
o o Yes, Delete Scheduled Action to confirm deletion.
o o Cancel to close the dialog box.
