Purpose of the Planning and Scheduling

Common Use Cases

Planning App Parts

Anatomy of the Plan

Two types - Single and Reoccurring

Creating a New Plan

Creating a Queue from the Plan

Queue work flow status

State Management of Queued Inspection

Publishing the Plan

Resetting the Due Date based on publishing an Inspection (Activity)

Archiving a Plan

Deleting a Plan

Deleting an Inspection when the Instruction is “In-Progress”

Searching the Plans

Bulk Deactivation of Instructions

Print the Plan to PDF

Assigning the Availability

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Below are three common examples.

Use Case 1 - Emphasis of the Plan (Instruction) to generate a Notification, which is reviewed by the Maintenance Planner to generate a Work Order. From the Work Order, the user can create the Inspection.

Use Case 2 - Using the Plan (Instruction) to auto generate an Inspection, skipping the Notification and Work Order process.

Use Case 3 - Hybrid of Use Case 1 and Use Case 2. Using the Notification to Work Order process for accounting purposes, while letting the Plan (Instruction) also autogenerate the Inspection.

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Scenario 1 - Published Instructions to Create New Inspection. In this scenario, the inspection generates the Inspection based on the call horizon.

Scenario 2 - Delete Inspection when Instruction is Published. In this scenario the Inspection generated by the Instruction is deleted and a new Inspection is regenerated.

Scenario 3 - Delete Instruction Queue that has generated an Inspection. In this scenario, the Instruction or Queue that generated the Inspection is deleted. When this occurs, the Inspection will remain intact.

Scenario 4 - Update Instructions while linked to a generated Inspection. In this scenario, the data related to the generated Inspection (short description, scheduled date, components) is not reflected to the autogenerated Inspection. The next inspection generated will pick up the changes.

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Deleting an Inspection tied to an “In-Progress” Instruction can cause the Instruction Queue to stay “In-Progress”.

There is currently no feature to allow the user to “reset” the Instruction to generate a new Inspection, if the current Inspection is deleted. To avoid this circumstance, follow the below process.

1. Instead of deleting the Inspection, determine if you can modify the existing Inspection with the appropriate scope.

2. If you must delete the Inspection associated with the Instruction, you can delete it, but please submit a ticket at www.asint.net/support and the AsInt support technical will reset the Instruction to “New” status at the database level.

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Now along with Manual Execution we can select and mass Activate/Deactivate Instructions.

Select the action (Manual Execution/Activate/Deactivate) by clicking the arrow at the right and then selecting the desired action.

Now select eligible instruction(s) from the list and click on the button to start execution.

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The Notification, Work Order, Inspection Tab in Asset Planning Instruction Detail has an Availability field. It has a list of selected Picklist data of Configuration App - Organization Settings. Select any one of the Availability lists and save it.

The Selected Availability will be displayed on the Asset Planning Instruction List Column.

It has a filter, based on Availability select and Excel Export.

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