Adding and running a PPM profile as a scheduled task
In the Maintenance Planner TSI, you can add a PPM profile that enables you to define a scheduled task for PPM order generation.
Before you can add and activate a PPM profile to define and run an automated task for PPM order generation, the following conditions must be met:
• The PPM profiles selection step must be available in the Maintenance Planner TSI.
• Cluster groups must be defined if you want to create a PPM profile with clustering.
• Activity definition groups must be defined if you want to link various activity definitions from different service plans to the PPM profile.
• The Activity definition group reference field must be available on any relevant Activity definition layouts (standard activity definitions, maintenance activity definitions, asset activity definition etc.).
• The activity definitions must have the Balanced status to be included in the PPM profile.
Tip: on the Definitions & schedules selection level, there is a toggle button at the top of the elements list.
. When activated, this button will display the activity definitions that are not covered by a PPM profile. This includes all Unbalanced activity definitions. Any PPM profile selected on the PPM profiles level is ignored. Other filters are taken into account. When deactivated, the button will display the activity definitions in accordance with selections made on previous levels and steps.
. When activated, this button will display the activity definitions that are not covered by a PPM profile. This includes all Unbalanced activity definitions. Any PPM profile selected on the PPM profiles level is ignored. Other filters are taken into account. When deactivated, the button will display the activity definitions in accordance with selections made on previous levels and steps.• After a PPM profile has been added, the SYSPPM_SCHEDULED_PROFILES task must be activated in > .
Procedure
1. Go to > .
2. Click Add PPM profile or, if you want to apply clustering criteria, Add PPM profile with clustering.
3. Enter the relevant data on the data panel.
See PPM profile fields for more information on the PPM profile fields.
4. On the Links action panel, link the PPM profile to the relevant property/-ies, contract(s) and/or activity definition group(s).
Keep in mind that the three Link actions work according to the 'AND/AND' principle. The more links you add to the PPM profile, the less activity definitions will be included in the scheduled task, because they have to match all links.
5. Set the PPM profile's status to Active.
You can only select this status if the start and end date of the PPM profile remain within the start and end date of the maintenance plan. Also, at least one of the three available Links actions should be performed.
6. In > > set SYSPPM_SCHEDULED_PROFILES to Active.
The scheduled task for PPM order generation will be picked up by Planon at the set date-time. It will pick up any PPM profiles whose Next run date-time is in the past. A background action is created for each PPM profile that is picked up. When the run is finished, the Next run date-time is set in accordance with the schedule.