Maintenance Plan Advanced Forecast Options 

There are new options available for the maintenance task set up on determining the Original Due Date logic and Next Service due logic. Below are explanation of how the new options work.
 

Note: The first option in each drop down is the default way, as the system is working right now. 



Original due date is based on:

 


  • Next interval (shift on each event): The next “original due date” will be based on the last Maintenance Plan Service Order generated.  (This is how Qualer currently determines the next “original due date”) 

    • When a new order is entered into the system, the system will attempt to populate the Original Service Due Date. Once this record is created, a new calendar forecast is created immediately based on that date and the interval. This works well for daily or weekly services, where a new order needs to be generated regardless of whether yesterday's order is completed.  

  

  • Submission Date + Grace Period:  The next “original due date” will be based on the date the Maintenance Plan Service Order is generated.  Thus, each Maintenance Plan Service Order determines the “original due date” independently, without any regard to any future similar Service Orders.

    • This option assumes that any service is due on the date it was created plus whatever grace period is set in the maintenance plan. So, if you have a grace period of "End of month", any number of events created before that date will assume that they are due for that end of month date. This takes care of a situation when you need to create multiple work orders around the same due date. In contrast to the first option, it ignores the future forecast completely.  


  • Exact Submission Date:  Performs the same function as “Submission Date + Grace Period”, but without the Grace Period.  

    • This option is similar to the 'Submission Date + Grace Period' option, but ignores the grace period adjustment. 


  

Next service due is based on:


 Note: The Next Service Due Date determines when work orders get auto-generated.

  • Use Original Due Date for Early Completion: The Service Due Date will be based on the “original due date”, not the date when the Service Order is completed. 

    • This option goes hand and hand with the Original Due Date Based On option 'Next Interval (shift on each event)'. This works well for daily or weekly services, where a new order needs to be generated regardless of whether yesterday's order is completed.  

  • Always Use Exact Completion Date:  The Service Due Date will be base on the date the Service Order is completed. 

    • This option will always calculate the next due date based on the completion date of the most recent work order. If the order is not completed yet, it will preliminarily forecast next service based on the original due date value, which is determined by the previous option. The next due date may fluctuate a little every time the new work order is created, but once all work orders are completed, it will settle.