Certain actions within the Actions application were created
in order to allow you to set up automated processes for PM forecasting.
An action is an event that you want the system to trigger
when it encounters records that meet certain conditions. You define
the conditions that cause these actions to occur, allowing you to
customize your PM forecasting implementation. For example, an asset
with meter-based PMs associated with it has fluctuating usage. The
asset's Average Meter Units Per Day is
constantly changing, and its PM forecasts are rendered inaccurate.
You can set the callable actions to automatically delete and regenerate
the forecasts. The callable actions for PM forecasting include:
Delete Forecast
Although most forecast deletions
are performed automatically after the user is advised, you can also
set the
Delete Forecast action to be called
from an escalation or workflow process.
- Action Name: Delete Forecast
- Type: Application
- Object: PM
- Parameters Required: None
Generate Forecast
Although most PM forecasts
can be created by using the PMForecast cron task, you can also set
the
Generate Forecast action to be called from
an escalation or workflow process.
- Action Name: Generate Forecast
- Type: Application
- Object: PM
- Parameters Required: duration (in days) to generate the forecast
for. This value must be a positive integer greater than zero.
Reforecast
Although most PMs can be reforecasted
by using the PMForecast cron task, you can also set the
Reforecast action
to be called from an escalation or workflow process.
- Action Name: Reforecast
- Type: Application
- Object: PM
- Parameters Required: None
Generate Work Orders
You can set up the
Generate
Work Order action to automatically generate work orders
that meet certain conditions, rather than frequency criteria. If the
action is called from an escalation or workflow process, the forecast
uses the work order generation business rules for the creation of
work orders.
- Action Name: Generate Workorder
- Type: Application
- Object: PM
- Parameters Required: There are two parameters required for this
action, which must be separated by a colon (for example Y:15).
- Use Frequency Criteria: The first value in the parameter must
be Y or N (OR 1 or 0). If you want to use frequency criteria in the
work order generation, enter Y (or 1). If you do not want to use frequency
criteria, enter N (or 0).
- Generate work orders for today plus this number of days: The second
value in the parameter is the number of days in advance you want to
generate work for. This value must be a positive integer greater than,
or equal to, zero.
In the example Y:15, work orders are generated for 15 days, using
frequency criteria as defined on the PM record. If you only enter
the number of days in advance to create the work for (15), the system
uses frequency criteria in work order generation by default.