Alert to notify of preventative maintenance calls that are due soon, or that are past due.
Jump to a specific section by clicking a link
Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
ID565 is for clients whose business practice is to perform scheduled PMs (Preventative Maintenance), and you have taken the time to set up PM intervals in e-automate and want to ensure those PM service calls are completed. This alert will email when an equipment's PM date is coming due and/or past due, reminding you that a service call needs to be assigned to a technician.
Click this link for eAutomate configuration instructions on setting up PM schedules in equipment & model records. The link also has 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
This alert will only work if your company is diligent about maintaining the PM Cycle information on your equipment/models and doing PM calls in e-automate so that the next PM due date is updated properly. Equipment with no PM date will be ignored.
Run Schedule: Weekdays at 4 pm
Type of Output: Email
* * *
Sample
Sample
* * *
Variables
Variables
Variable W: # of Days to Check - Enter the number of days before the PM is due to be notified by the alert.
* * *
Alert Functionality
Alert Functionality
This alert will trigger on equipment that is active and falls under one of the following scenarios; the updated message column of the email will correspond to these scenarios.
1. PM Due by Date - The option for preventative maintenance based on due date (1) is checked on the equipment record, and the Date due (2) is within the next number of days specified in Variable W. This is the only scenario that checks the Based on due dates option on the equipment record.
All the following scenarios are based on the number of clicks between PM calls as set for each model/meter type.
**Note that the option for Based on meters is determined by the meter attached to the equipment record. If the meter type does not have the option checked, you will not be able to check it on the equipment record.**
2. PM Due Default due at - The option for preventative maintenance based on meters is checked on the equipment record, and the most recent default meter reading exceeds the PM due meter.
Each of the following scenarios is the same as number 2, the process is just looking at the specific meter listed in the message instead of the default meter.
3. PM Due BW due - The option for preventative maintenance based on meters is checked on the equipment record, and the most recent black and white meter reading exceeds the PM due meter.
4. PM Due Color due - The option for preventative maintenance based on meters is checked on the equipment record, and the most recent color meter reading exceeds the PM due meter.
5. PM Due Scan due - The option for preventative maintenance based on meters is checked on the equipment record, and the most recent Scan meter reading exceeds the PM due meter.
6. PM Due Fax due - The option for preventative maintenance based on meters is checked on the equipment record, and the most recent Fax meter reading exceeds the PM due meter.
7. PM Due Other due - The option for preventative maintenance based on meters is checked on the equipment record, and the most recent other meter reading exceeds the PM due meter.
* * *
Best Practices & Tips
Best Practices & Tips
1. See notes here on best practices for setting up and maintaining preventative maintenance calls.
* * *
Related Alerts
Related Alerts
ID675 - PM's Past Due or Due within X days with Custom Property
* * *
0 Comments