Adding Frequencies to Planned Maintenance (PM) Services in 2.0

1. Navigate to the Planned Maintenance module > PM Services. The Overview page appears.

2. Click Add Frequency for the PM Service you wish to set up:
   
   

   
   
   

   You can also set up the frequency from the create new PM service page.
   

3. Enter your desired information in the pop up window. Fields with (*) are required:
   

    Expand this section to view what info you need to provide

   • *Service Starts:  Click the calendar to the right and choose the date the PM Services should begin. The date must be a future date. This date becomes the call date.

   • Service Repeats: This field sets the frequency of the PM. users can select between Daily, Weekly, Monthly, Yearly, and Custom. When you choose Monthly, Yearly, or Custom, you have further options to choose from by how it repeats.
     Ex: 
   • Service Ends: Choose Never or a specific date.
   • *Frequency Description: Enter type of frequency, for example, Monthly, Quarterly, Annual, January, etc. The best practice is to only enter the name of the frequency in this description box and not the type of service. If you selected Append Frequency when adding the new service, the description you enter will be appended after the PM Service description. If both Append boxes were checked, the work order will display the PM Service description, the Frequency description, and the Service Window. 

   • *Generate in Advance:  Enter a number (3 symbols max.) to indicate how many days prior to the call date, the work order will dispatch to the contractor.  This allows the contractor to have advanced notice of service needed and gives them time to contact location and schedule. The best practice is to generate the work order no more than 7 to 14 days in advance.  Even if the work order(s) generate 7 days in advance, the contractor cannot check in before the call date.  

   • *Time Offset: Enter a whole number (from 0 to 12) to delay the work order Call Date and Scheduled date.
     This action pushes the Call Date and Scheduled Date forward by X hours from server time (0:00). Thus, the expiration date is also pushed out by the specified number of hours, so you and your provider do not have to update the scheduled date.

   • *Length of Work:  Enter a number to indicate the time period in days or months in which the service must be performed.  For example, if it is a monthly work order, the length of work order(s) would be (1) month (change days to a month). This date becomes the expiration date on the work order(s). 

     Note: If you selected the first box to “Append Service Window” when you set up the PM, this is where the information will pull from.  The work order will not only have the PM Description, but also the service window.  Example:  Service Window:  1/1/00 through 1/31/00.

   • Grace Period: Enter the number of days in which technicians can check in to the work order after the work order expiration date. When the Grace Period closes, technicians will not be able to check in to the work order.
   • Currency: Select the country/currency. 

   • *Assignment Rule: Select which contractor will receive work order(s).   

     1. Primary rank: Assign work order(s) to the first ranked contractor for that location and trade.  

     2. Fixed rank: Assign work order(s) to a specific rank number for that trade and location.  

     3. Contractors Name: Select the required contractor from the drop-down list. Note that only one company can be assigned per frequency. Having the specific contractor selected for a frequency guarantees that work orders will be dispatched to that contractor as long as this company is assigned to that location and trade.

        Contractors whose company names are written in red cannot be selected since they are flagged as “Do Not Dispatch” by your company admin in Compliance Manager. These providers cannot take on new work orders. Find more information about Managing “Do Not Dispatch” Providers.

   • Add New Locations: If this box is checked, every location added to Service Automation will automatically be added to that PM Service and Frequency. Typically, this box will not be checked.
   • Generate Service ID: If this box is checked, contractors will be given a Service ID to use to check in/out instead of using a tracking number. When the contractor checks in/out using a Service ID, the system finds the next available work order assigned to them for that PM Service and Frequency. This option is mainly used for the dispatching of daily work orders.
   • Suspend Closed Locations: If this box is checked, when a closed date is entered for a Location and the Location is not removed from the PM module, the system will recognize it has closed and will not load the work order. This option defaults to being checked. Best practice is to leave this option checked.
   • Contract ID drop-down field. If you are using the Contracted Services feature, you will see this field, which allows you to link the frequency to the specific contract.

4. Click Submit. The new frequency will appear under the service type. Click on the arrow to view frequencies associated with the service type.
   

   You can also go straight to assigning Locations from the Add Frequency page

   

   

          

If you wish to add an attachment (e.g., a Statement of Work or other documentation related to that service frequency) to the frequency:

1. Click ... (the elipsis) in the Actions column.
2. Click on Manage Attachment from the drop down menu. 
   OR
   
3. Click on the blue number in the Files column.
4. Select or drag and drop the attachment(s).  You can write a comment with the attachment.
5. Click the Upload Attachments button.

If you wish to delete an attachment from a frequency:

1. Click ... (the elipsis) in the Actions column.
2. Click on Manage Attachment from the drop down menu. 
   OR
3. Click on the blue number in the Files column.
4. Click x on the attachment(s).
5. Click the Confirm button on the Remove pop up window.

Once your frequencies are set up, you can always go back and modify them.

From the Overview page: 

1. Click the drop down arrow next to the service you wish to edit.
2. Click on Edit under the Actions column.
3. Make the necessary changes and click Save.
   
   

You can't delete a PM service, but you can remove a service frequency.

From the Overview page: 

1. Click the drop down arrow next to the service you wish to edit.
2. Click on Edit under the Actions column.
3. Click Remove.