Job Plan sequences are very cool once you figure them out.  Here’s the basic rundown (assuming you know how to create a PM, and a JOBPLAN, and how to create a WO from a PM).  On each PM is a counter called, oddly enough, “counter.”  This increments each time the PM generates a work order and decrements each time said work order is cancelled.  So basically it shows how many work orders have been processed from the PM.

Say I have a piece of equipment that I need to maintain throughout the year, but some of the things I need to do are monthly, some semiannually (6 month) and some are every year.  Then, I also have a 5 year inspection to do.

Here’s how I would handle this:

• JP_monthly:  This is my monthly job plan; a basic inspection.
• JP_semiannual: This is my 6-month maintenance. *Be sure to add the steps from JP_monthly as the inspection needs to be done at the 6 month point as well
• JP_annual: This is the big maintenance I need to do each year. *Add the monthly to this as well if required.
• JP_5year: This is my 5-year inspection.  *Be sure to add all steps from the yearly maintenance.

So now here’s how you set up the sequence:

• *my pm’s counter is a month in this example as it runs on a schedule of monthly
• JP_monthly: Sequence=1 (i.e. run each count [month] or when no higher sequence runs)
• JP_semiannual: Sequence=6 (i.e. run each 6 counts[6 months]or when no higher sequence runs)
• JP_annual: Sequence=12 (i.e. run each 12 counts [year] or when no higher sequence runs)
• JP_5year: Sequence=60 (i.e. run each 60 counts [5 years] or when no higher sequence runs)

now let say this is a new PM so the counter=0

I want this to start at the annual job plan.  You can manually set the pm counter from the Select Action menu to 11. It will increment to 12 and then use Sequence 12 next time it creates a work order.

Now here’s a little thing to keep in mind.  If you have a PM that needs to run weekly, your basic count will be a week.  The real issue here is going to be that a month is not equal to 4 weeks for all months.  You will have to define a month as an integer multiple of weeks.  So we’re going to call our monthly a 4-week interval.

If we added that to the above list, then things change on the sequences as follows

• jp_weekly: Sequence=1
• jp_monthly: Sequence=4 ( again, this is a potential problem, there will be gaps)
• jp_semiannual: Sequence=26 (this is half a year) or Sequence=24 (6*4weeks there will be a gap each year)
• jp_annual: Sequence=52 (52 weeks=1 year)
• jp_5year: Sequence=260 (52weeks*5)

The same would work for PMs that run on yearly schedules:

• Yearly, 2 year, 5 year for example.
• Sequences would be 1,2,5.

The system figures out which JP applies based on the counter and sequence:  The JP applying is the highest Sequence where COUNTER/SEQUENCE is an Integer.

Finally, you can “View Sequence” from the Select Action Menu to see what will happen in the future.

Reference:

Weekly Schedule:

• week sequence=1
• month sequence=?
• quarterly sequence=13
• semiannual sequence=26
• yearly sequence=52

Monthly Schedule:

• month sequence=1
• quarter sequence=3
• semiannual sequence=6
• annual sequence=12

Yearly Schedule:

• annual sequence=1
• 2 year sequence=2
• 5 year sequence=5