Specifying a Schedule Basis

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.4.
For the latest version of this help file can be found here.

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The schedule basis for a unit maintenance plan is when MainBoss should start the clock ticking for scheduling future tasks. For example, suppose you're setting up MainBoss and you specify that a particular vehicle needs an oil change every three months. During set-up, you have to tell MainBoss the last time that vehicle had an oil change; then MainBoss can correctly schedule oil changes in future.

Similarly, when you buy new equipment that needs planned maintenance, you must specify when to start the clock for future maintenance. Usually, the schedule basis will be the day you start using the equipment.

For tasks that are scheduled by meter readings rather than date, the schedule basis is the meter reading on which to base future planned maintenance. For example, if a vehicle gets an oil change every 3000 miles, the schedule basis is the odometer reading for the most recent time the oil was changed.

Important: If you use New Unplanned Maintenance Work Order (from Unit Maintenance Plans) to create a new work order, the new work order will become a basis for future scheduling. The date when you create the work order becomes both the "Work Start Date" and the "Scheduled Date" for the work order. As a result:

• If the unit maintenance plan's timing basis is "Scheduled Date", the date you made the unplanned work order will be the basis for future scheduling.
• If the unit maintenance plan's timing basis is "Work Start Date", the "Work Start Date" of the unplanned work order will be the basis for future scheduling. By default, this is the date when you created the work order.
• If the unit maintenance plan's timing basis is "Work End Date", the "Work End Date" of the unplanned work order will be the basis for future scheduling. By default, this is the date when you created the work order plus the "Duration" of the task.

You may change the "Work Start Date" and/or "Work End Date" of the unplanned work order, in which case the new date will be used as the schedule basis. (This is also true for preventive maintenance work orders that are generated using Unit Maintenance Plans | Generate Planned Maintenance.)

If a preventive maintenance job is scheduled by meter reading, creating an unplanned maintenance work order causes MainBoss to calculate an estimated meter reading based on the current date. For best results, you should take an actual meter reading on the unit when you carry out the unplanned work order; this will avoid any inaccuracies that may arise by MainBoss calculating an estimate rather than using a real meter reading.

To set the schedule basis for a unit maintenance plan, go to the unit maintenance plan viewer (Coding Definitions | Unit Maintenance Plans). Select the task whose basis you want to set, then click Change Schedule Basis. MainBoss opens a window that contains the following:

Unit Maintenance Plan: The unit maintenance plan record for which you're specifying a basis.

New Scheduling Basis: The date or meter reading that should serve as the basis for future task scheduling.

Comments: Any comments you want to record (e.g. an explanation of why a particular date was chosen as the schedule basis).

Save Scheduling Basis: Saves the schedule basis you have specified. The window automatically closes after the value has been saved.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

For more on unit maintenance plans, see Unit Maintenance Plans. For more on viewing unit maintenance plans, see Viewing Unit Maintenance Plans. For more on editors in general, see Using Editors.

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