There is the introduction for the ability for users to be able to align multiple occurrences on user specified Due Dates. This is so that the FM maintenance team can minimise resources having to make multiple visits to one site. The Planner will give the user an indication of what they will be allowed to align, as the planner will indicate the next occurrence closest to the date they are aligning to.
There is a new menu item that can be assigned to a user profile, which will be seen under the Scheduling menu option within the Maintenance option.
Upon accessing the Alignment Planner option, the user will see the following screen. The user will be able to filter the view with a combination by Trade, Supplier, Property, Asset Group (If used) and they will also have the option to select an Asset Category to further filter down the data returned before selecting search.
The user then has the ability to select the date range they want the data to span across, and then an ‘Alignment’ Date picker field to denote the date they want the occurrences to align to.
Once the data has been filtered to the user’s requirement, the search will present the data for the user to make the decision on what occurrence they want to align to. Below, we are showing data filtered to a Property
Note: Hovering over the occurrences will give the user the occurrence ref
From here, the user will select the date they want to align to by selecting the Alignment Date field.
NOTE: If the date selected is not shown in the view, the system will insert the date selected by the user and this date will be seen in the data view. The view will also show the occurrences that can be aligned as shown below where the system has highlighted in Yellow
The user will select the occurrences they want to align. Note, they are only allowed one occurrence from each row that can be selected. If they select more than one, then the first selected will be superseded by the second selection and the first will go back to being highlighted as Yellow. Below shows that two occurrences have been selected and they are denoted by the Red highlight of the occurrences. The user will then, once they have made their selections, click on the ‘Perform Alignment’ button
Once the ‘Perform Alignment’ button is selected, the user is presented with a confirmation message of the action they have just conducted. For the alignment to take place, the user will confirm they are happy for the alignment to take place
Upon confirming, the Occurrences can be seen to have been aligned to the chosen date
Note: If an occurrence supersedes another when aligning, the superseded occurrence will be removed from the planner as well as on the occurrence scheduler.
This functionality is FAL controlled
FAL Setting – Maintenance > Maintenance Plan > OccurrenceAlignmentPlanner