Join Steve Carbonetta, eMaint Support Team Leader, as he explores the powerful Scheduling tab in X3 and shows each of its features and how to customize it to work best for you. In this 45 minute webinar Steve will cover:
The PM Projection feature allows you to view the PM work orders that will be generated in the future, based on their PM Schedules. To turn this feature on, first click the wrench icon to bring up the options menu. There, you’ll see “PM Projection” as one of your choices. Click it to put a check mark next to it and display the projected PM’s on the calendar, grouped by their assets. It can be turned off in the same way.
The visual representation of each assignment is made up of 2 boxes, which are, by default, two different shades of red. The larger outer box is the contact box. This shows the contact’s name and the total number of hours that are scheduled. The smaller inner box is the work order box. It displays the information on the work order that’s assigned to that contact. There can be several work orders inside one contact box.
1: Create 2 assignments for the same person, on the same day. They can be different work orders.
Viewing Work Orders
Another helpful feature is the ability to view your work orders on the calendar. To use this, go up to the wrench menu again and click “WO by Date.” A menu will come up, prompting you to choose a date field by which to organize the work orders.
Below is product documentation to get you started with the eMaint X3 Scheduler. Topics that are covered include:
- Calendar Views - day/week/month
- Modifying the calendar - what/how it displays work orders and assignments
- WO Assignments
- WO Grouped by Date
- WO by Date
- Color Settings
- Creating and Selecting Filters
- Filtering the Calendar Detail View
- Work Orders
- Creating and Selecting Filters
- Creating New Assignments
- Updating Assignments
- Rescheduling Assignments individually
Another option in the wrench menu is “Color Settings.” Clicking this will bring up a window where you can select the colors you’d like the various calendar items to be. You can change the colors of assignments, WO’s by date, and WO’s grouped by date.
1: Go to the wrench menu and click on "Color Settings." A window will appear, showing 6 different color boxes. Each represents the color of a part of a calendar item. You can change the colors of the inner and outer boxes on the assignments or work orders.
Creating an Assignment
We’re going to start by creating an assignment. This is done by assigning a contact to a work order, for a certain amount of time, on a certain day. Just follow these steps:
1: First, click the box to the left of any contact that appears in the contacts panel. This will put a check mark in the box and cause the record to turn orange, indicating that this contact is selected.
If you’d like to view different weeks, you can click the “<<” and “>>” buttons to scroll through previous and future weeks. If you’re viewing a week that is not the current week, you can click the “today” button to return to the current week.
The scheduler is a very powerful tool for keeping track of assigned work. It allows you to assign contacts to work orders for whatever amount of time you choose and on whatever day you choose. This manual will show you how to use the various functions of the scheduler and take you through examples, step by step.
During this 45 minute live webinar session we will review all of the options available to nest your PM schedules.
What is PM Nesting?
Nesting allows you to group tasks and suppress the lower level tasks (those which are subsumed within the main task) when they are due to occur at the same time.
A monthly task that includes activities performed in a weekly task can be set to suppress that weekly task when both tasks are grouped or "nested" together.