P.M. Schedule Report - Field Descriptions

Use the table below when completing the fields on this screen.

Fields

Descriptions

Selections

Equipment code

 The Equipment code must have been set up in Equipment File Maintenance. Enter the equipment code(s) to display on the P.M. Schedule Report.
Note: Equipment with a Retired status on the Equipment Control > Equipment File Maintenance screen does not display on this report.

Equipment type

 Enter the type of equipment to display on the report.

Task code

 This code must have been set up in the P.M. Tasks Maintenance screen.

Last job

 Enter the last job number(s) to display.

Effective date

 The current Preventive Maintenance processing date displays.

You can enter or select a new effective date, or click theDate Calculator icon () to calculate a different date.

All percentages will compare the maintenance due date with this date.

Page break by equipment code?

 Select to specify a page break after each equipment code.

Print instructions?

 Select to display instructions on the report.

Print status

  • Unprinted

  • Printed

  • Both

 Select the maintenance requirements that you want to print. The print flag is cleared upon completing the Service Performed Update.

It is assumed that printing the report indicates that the task has been assigned to a mechanic or technician.

By selecting those tasks that have not been printed, the report effectively displays the tasks that have previously been assigned.

Report type

  • Complete listing

  • Exceptions only

 A complete listing includes all maintenance tasks, regardless of when those tasks should be performed.

An exceptions report includes maintenance tasks that need to be completed.

Minimum percent due

 Enter the minimum percent due for including maintenance tasks. Tasks with a percentage due of 100% are due for maintenance immediately (or may be overdue for maintenance), while tasks with a maintenance percentage of 0% have recently been completed. Therefore, running the report for tasks with a percentage due of 50% would yield results showing any tasks that are more than half way to the next service date.

Requirement reports

  • None

  • Parts

  • Labor

  • Both

 Select to include no requirements, parts, labor, or both parts and labor on this report.

Sort by

  • Equipment code

  • Last job

 Select to sort the report by either equipment code or the last job that was performed.