PPM profile
It is possible to schedule the generation of maintenance orders as an automated process. As part of this functionality, you can create a PPM profile, which defines the parameters for scheduled, automated PPM order generation.
PPM profiles can be created on the PPM profiles selection step in the Maintenance planner TSI.
The following criteria in the PPM profile will determine which activity definitions are included in PPM order generation:
Linked Maintenance plan
Linked Properties
Linked Contracts (this link is not available if the PPM profile's Criteria type is Property-based).
Activity definition's status (must be Balanced to be included in the profile)
Other important settings in the PPM profile fields:
Criteria type field: activity definitions are filtered either by Property-based or Contract-based criteria, to prevent the generation of duplicate orders or orders that have a time overlap.
Settings for order generation, for example to allow overlapping runs in future or past periods, or selecting a specific language for the descriptions of orders, order lines and order costs.
Schedule (the actual scheduling action, its timetable and its activation)
If you create a PPM profile with clustering, the following is also required:
Link a Cluster group with clustering criteria (fixed and optional)
Set a Timespan for clustering (by day, week, month, year)
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The available clustering criteria depend on business object settings made in Field definer for Base activity definitions and its user-defined variants.