Editing Unit Maintenance Plans

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

< Previous section  |  Table of Contents  |  Index  |  Next section >

You create or modify unit maintenance plans using the unit maintenance plan editor. The usual way to open the editor is to click New Unit Maintenance Plan or Edit in the View section of Coding Definitions | Unit Maintenance Plans.

The unit maintenance plan record includes the following information:

• What planned maintenance work should be done (the task)
• When the work should be done (the schedule)
• What location or piece of equipment should receive the work (the unit)

The unit maintenance plan record also has to specify a timing basis. Roughly speaking, this means when the clock starts ticking for rescheduling the same work again. For examples of how the timing basis works, see Unit Maintenance Plans.

The unit maintenance plan editor contains the following:

Details section: Shows basic information for the record.

Task: The task to be scheduled. For more about tasks, see Tasks.

Unit: The unit on which the task should be scheduled. For more on units, see Units.

Inhibit entire Unit Maintenance Plan: If this box is checkmarked, this unit maintenance plan record will be ignored whenever MainBoss generates planned maintenance work orders. This is an easy way to suspend a particular plan indefinitely, without actually deleting the record. For example, suppose that a piece of equipment is temporarily taken out of service and you don't know when it will be reactivated. You can suspend planned maintenance on that equipment by checkmarking Inhibit entire Unit Maintenance Plan. When the equipment comes back into service, remove the checkmark and MainBoss will resume the usual schedule. In this way, you don't have to delete the unit maintenance plan records, then re-create them again later.

Maintenance Timing: A timing record telling when the task should be scheduled. For more about schedules, see Maintenance Timing.

Timing Basis: Options that control when the task will be rescheduled again. For the sake of clarity, we'll use Job X to refer to a job that has just been completed and Job Y to be the next time the same job should be performed on the same unit. Possible rescheduling options are:

Work Start: Job Y should be rescheduled relative to when Job X actually began. For example, if the schedule says "every 30 days", Job Y will be scheduled to begin 30 days after Job X began.

Work End: Job Y should be rescheduled relative to when Job X ended. For example, if the schedule says "every 3000 miles", Job Y will be scheduled for 3000 miles past the meter reading when Job X ended.

Scheduled Date: Job Y should be rescheduled relative to when Job X was scheduled, whether or not Job X was actually done at that time. For example, if the schedule says "every 3 months", Job Y will be scheduled for 3 months after Job X was supposed to be done, even if Job X was delayed or not done at all.

Read-only fields: If this unit maintenance plan has been used to create a work order in the past, the read-only fields in the Details section provide information about the most recent such work order.

Scheduling History section: Lists work orders that have previously been created from this unit maintenance plan record.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

New Select Scheduling Basis: Opens a window to set the scheduling basis for this unit maintenance plan. The scheduling basis is when the clock starts ticking for future planned maintenance jobs—typically the date or meter reading for the most recent such job done on the unit. For more, see Selecting a Scheduling Basis.

For more on unit maintenance plans, see Unit Maintenance Plans. For more on viewing unit maintenance plans, see Viewing Unit Maintenance Plans. For more on editors in general, see Using Editors.

< Previous section  |  Table of Contents  |  Index  |  Next section >