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ID675 PMs Past Due or Due within XX days includes Custom Property Option Overview & Sample:

 

ID675 provides a list of equipment that has the 'PM Based On Due Date' option checked and the due date is within Variable W days and/or is past due. This process also targets specific equipment when a custom property is set to enabled.

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

ID675 provides an alert for equipment that has the 'PM Based on Due Date' option checked and the due date is within variable W days from due, or is past due. This process can also target specific equipment to trigger on based on a custom property on the equipment record. The due dates for PM calls must be kept up to date for this alert to work properly.

Click this link for detailed instructions how to configure eAutomate PM schedules on equipment & model records. Includes instructions on creating the eAgent task to auto create PM calls in the dispatch console, and how to bulk update equipment records with a PM schedule

 

Run Schedule:  Weekly on Monday evenings

Type of Output: Email

 

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Sample

Sample

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**Right click to open the image in a new tab to see enlarged.

 

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Variables

Variables

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Variable W: # Days Until Due - Enter the number of days prior to the due date of the PM to trigger the alert.

Variable Y: Custom Property - Critical Device - Enter the name of the custom property on the equipment record to indicate this is a critical machine. When the alert triggers for equipment with this custom property set to enabled, it will add 'CRITICAL' to the alert email.

 

 

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Alert Functionality

Alert Functionality

1. There is no call currently open for the equipment.

2. The equipment record must be active.

3. The model for the equipment must be set as a host.

4. The option to base preventative maintenance by date is checked, and the date the alert is running is within Variable W days.

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5. The option to base preventative maintenance by meter is checked, and the most recent meter is greater than the PM due meter.

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6. If the custom property set in Variable Y is set to Enabled on the equipment record, 'CRITICAL' will be added to the alert email.

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Best Practices & Tips

Best Practices & Tips

This alert will auto-deploy; you will need to create the custom property and set it on the equipment configuration to have the data show on the alert.

Custom Property Set Up

Custom Property Set Up

 

Attribute name = ZCJCriticalDeviceAlert

Description = PM Call Alert - Critical Alert

Data type = User Defined Lookup, options are:

- Enabled

 - Disabled

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The custom property will be added to the equipment custom property configuration. We recommend setting Disabled as the default option, then you can switch it to Enabled for the specific equipment needed.

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Related Alerts

Related Alerts

ID565 - Equipment PM Due Within Variable X Days or Past Due

 

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