When you refresh the information in your schedule, you
update the schedule with changes that were made to the work records
in the applications where the work records originated.
Refreshing data for work records
When you
update work records in the work management applications, you can refresh
your schedule data to include the updates. The following business
rules apply:
- Any new work records that you add in the work management applications
that fit your query criteria appear in your schedule in the Scheduler
application. Corresponding tasks and resources also appear.
- If you change the Scheduled Start or Scheduled
End dates in the work management application where the
record originated, the dates are updated in the Scheduler application,
providing that the segments were not edited in the schedule. If changes
were made in the Scheduler application but not committed back to the
work management application, no updates are made to the schedule.
- If you change the precedence relationships between tasks in the
work management application, the precedence constraints are updated
in your schedule, providing that no changes were made to the constraints
in the Scheduler application. If changes were made in the Scheduler
application but not committed back to the work management application,
no updates are made.
- If you change the status or priority of a work record in the work
management application, the schedule is updated. If a work record
changes to a status of CANCELLED or CLOSED, it is deleted if the Preserve
Existing Records on Refresh check box is cleared.
Refreshing data for PM forecasts in the Scheduler
application
For preventive maintenance (PM) forecasts, changes
made in the Preventive Maintenance application to the forecasted PMs
are brought into the schedule, and the forecasts are updated accordingly.
The following business rules apply:
- If edits were made to a PM forecast in the Scheduler application,
and no edits were made in the PM application, the data in the Scheduler
application is not refreshed.
- If edits were made in the schedule in the Scheduler application,
and new forecast dates appear on the PM record, the new forecast dates
are added to the schedule, but the dates that you modified in the
Scheduler application are not changed.
- If a forecast is deleted in the Preventive Maintenance application,
it is deleted from the schedule in the Scheduler application upon
refresh.
- When a PM is deleted or its status changed to INACTIVE in the
Preventive Maintenance application, it is removed from the schedule
in the Scheduler application upon refresh.
- If a forecast was deleted and regenerated in the Preventive Maintenance
application, all forecast dates are updated and overwritten in the
Scheduler application.