iMaint Help - Schedule Proof Primary (Scheduling)

Review Schedule Proofs

After you run the schedule generation program you can display the Review Proof form off the navigation tree or by having checked the box on the box to Auto Display Proof during generation. Please, note that the default is to not have the proofs display automatically after schedule generation. Running the generation program populates the Proof table, giving users the ability to validate the information and print work orders. If any Schedule meets the criteria for creation, the Proof table is created as a result of the selection process. If not, this fact will be stated in the Exception Comments. If you selected to Create Schedule Exception, this means that all schedules should be included in the Exceptions.

Schedule Proof Tab

Divided into two sections, the Review Proof form allows users to see multiple proofs in the top grid, while the bottom portion displays the details of the highlighted line item. And the same function is applied when you move across the top tabs called Part Exceptions, Warranty Coverage and Schedule Exceptions, and highlight a line item to display the details in the bottom portion of the form.

Toolbar buttons

You may use the Filter option to filter the records by Schedules, Assets and Procedures. The Filter option will help you narrow down the number of Proof line items in the grid shown at a time. If you have a large number or records, this will help you bring it down to a more manageable level.

Undo, will allow you to wipe out the most recent change. Click on the Save icon when making edits to proofs.

Create Work Order takes all the selected proof line items and turns them into a work order. And the Create and Print Work Orders will create the records and print the work orders. To save time, the Select All and De-select All buttons allow you to either mark all proof records to create multiple work orders (Select All) or set all the proof records so that no work order is created (De-select All).

Clear Proof will delete the entire proof list, so that you may generate a new list.

You can select any line item to view the details on the Primary and Secondary tabs below, without scrolling to the right. The same fields will display within both the tabs and the detail line. This will display all of the fields listed below for one record in one block of information in the Detail Window. You can also use the one long continuous horizontal scroll to the right. While a schedule ID may appear more than once, it will only appear one time for each schedule/asset/procedure combination.

Tip: Use the option to Select All or Clear Selections to speed up the process of selecting proofs to be turned into Work Orders.

Note: Labels with red text denote required fields. You must enter information in these fields.

Field	Description
Create Work Order	Procedures with work due to be performed will have this field selected. If not selected, iMaint does not create or print work orders for this procedure.
Schedule Date	The date (and optional time) work is scheduled to be performed. This field contains the same information as the Due Date when the proof is generated.
Schedule ID	A unique identifier for the schedule on which the work is performed. This field is read-only and cannot be changed once in the proof.
Schedule Description	Description of the schedule on which work is performed. This field is read-only and cannot be changed once in the proof.
Asset ID	A unique identifier for the asset on which the work is performed. This is a read-only and cannot be changed once in the proof.
Asset Description	Description of the asset on which the work is performed. This field is read-only and cannot be changed once in the proof.
Procedure ID	A unique identifier for the procedure on which the work is being performed. This field is read-only and cannot be changed once in the proof.
Procedure Description	Description of the schedule on which work is performed. This field is read-only and cannot be changed once in the proof.
Priority ID	The priority of the work to be performed. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters.
Priority Description	Description of the priority of the work to be performed. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Calculated Priority	The calculated priority if the user opted to use the RIME method for calculating the Priority of the work to be performed.
Asset Type ID	A unique identifier for the asset type on which the work is being performed. This field is read-only and cannot be changed once in the proof.
Asset Type Description	Description for the asset type on which the work is being performed. This field is read-only and cannot be changed once in the proof.
Procedure Type ID	A unique identifier for the procedure type, indicating the work being performed. This field is read-only and cannot be changed once in the proof.
Procedure Type Description	Description of the procedure type, indicating the work being performed. This field is read-only and cannot be changed once in the proof.
Work Type ID	A unique identifier allowing work orders to be grouped by type for reporting purposes.
Work Type Description	Describes the work type ID.
Assigned By ID	The employee ID of the person who is responsible for assigning work out using proofs.
Assigned By Description	The name associated with the ID of the employee who assigns work from proofs.
Assign To ID	The employee ID who is responsible for performing or overseeing the work to be done.
Assign To Description	The employee name associated with the ID that is responsible for performing or overseeing the scheduled work.
Line ID	A unique identifier for the production line where the asset is operating.
Line Description	Describes the production line where the asset is operating.
Asset Location ID	The ID of the asset location where the work is being performed. This field is read-only and cannot be changed once in the proof.
Asset Location Description	Description of the asset location where the work is being performed. The location of the work is determined by the current location of the Asset, or is entered by the user. This field is read-only and cannot be changed once in the proof.
Project ID	The ID for the work being performed. Comes from the schedule of the work to be performed. This field is read-only and cannot be changed once in the proof.
Project Description	Description of the work being performed. Comes from the Schedule of the work to be performed. This field is read-only and cannot be changed once in the proof.
GL Account ID	The ID for the General Ledger Account for future work orders. This field accepts letters or numbers (alphanumeric) with a limit of 25 characters.
GL Account Description	Description of the GL Account Number. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Supervisor ID	The ID of the supervisor(s) for the asset. This field is populated from the Asset table. This field is read-only and cannot be changed once in the proof.
Supervisor Description	Description of the supervisor(s) for the asset. Supervisor Description is populated from the Asset table. This field is read-only and cannot be changed once in the proof. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Shift ID	A unique identifier for the shift that will be performing the work. When generating a proof to create work orders, users can specify one specific shift or a list of shifts that will be performing this work. This field is read-only and cannot be changed once in the proof. Shift ID accepts letters or numbers (alphanumeric) with a limit of 25 characters.
Shift Description	Description of the shift that will be performing the work. This field is read-only and cannot be changed once in the proof. This field accepts letters or numbers (alphanumeric) with a limit of 255 characters.
Meter ID	When generating a proof, the user may choose to specify a meter.
Meter Description	A more detailed description of the Meter attached to be read or counted during work performed.
Meter Due	Displays the meter reading when the work order is expected to generate from the schedule. The value displays as a number.
Meter Last Scheduled	The meter value when the work was last scheduled. This value displays as a number and is read-only.
Meter Last Completed	The meter value when the work was last performed. The value displays as a number and is read-only.
Date Last Scheduled	The date when this work was last scheduled. This field is read-only.
Date last Completed	The date when this work was last performed. This field is read-only.
Work Order ID	After the completion of the Create Work Orders process, the assigned Work Order ID appears in this field of the proof.
Asset Group ID	A unique identifier for the Asset Group if the line item was created from a Schedule that contained an Asset Group ID.
Asset Group Description	Description of the Asset Group if the line item was created from a Schedule that contained an Asset Group ID.
Exception/Warranty Created	A checkbox indicating if the proof line item created either a Part Exception or Warranty Coverage item. This field defaults to unchecked (not an exception or warranty item).
Proof Indicator	A read only field created when the Proof record is created specifying if it was created by either specific date, repeating date, or meter.