Manually setting a schedule for a time-based activity definition
You can manually set a schedule for an existing activity definition whose Maintenance regime is time-based. Consequently, recurring maintenance activities are created for the activity definition, which are displayed in the graphical planner.
Activity definitions can be saved without setting a schedule. The scheduling functionality can be started manually from the action panel in > .
Procedure
1. At Definitions & Schedules, select the activity definition for which you want to set a schedule. Make sure that the selected Maintenance regime is Time-based.
2. On the Maintenance activity definitions action panel, click Schedule time-based activities.
The Schedule dialog box appears.
3. In Frequency select one of the following options:
Hourly, Daily, Weekly, Monthly, Yearly or Calendar.
4. In Occurrences, specify how often and if relevant, on what day activities should recur within this frequency.
Examples:
◦ Hourly schedule, every 4 hours;
◦ Daily schedule, every 3 days;
◦ Weekly schedule, every 2 weeks on a Monday;
◦ Monthly schedule, every 3rd month, on day 2;
◦ Monthly schedule, every 12 months, on the first Tuesday;
◦ Yearly schedule, every 2 years;
◦ On a specific date that can be picked from the calendar.
 | Regarding time-based-scheduling, it is good to know that if you select Monthly, Every month, on day 31, Planon will automatically schedule activities on the last day of each specific month. So this could also be day 28, 29 or 30. |
5. Click OK.
The specified schedule is now set for the selected activity definition. Consequently, recurring activities are placed in the graphical planner on the Definitions & schedules selection step, taking into account the linked schedule and the start date-time and end date-time of the activity definition.
| | If you select an activity definition that already has a schedule, and then click Schedule time-based activities on the action panel, you can partly or fully replace the schedule with a new schedule. Refer to Replacing part of an existing schedule for more information. |