PMXpert User Manual

Calendar

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Calendar

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1.Select Setup | System Settings from PMXpert’s main menu.
2.Select the Calendar tab and enter your settings, following the instructions below.
3.When you have completed entering data into all the System Settings tabs, click Save.

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Click to expand/collapse textService or Work Order Colors

Here, you will define the colors PMXpert uses to indicate the status of services, work orders or asset downtimes displayed on the Calendar screen.  For more information about the Calendar screen, see Step 12: Setting Calendar Preferences, Calendar Overview below.
1.Using the buttons labeled Text and Back, select the text and background colors for each status.

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2.Check Show on Calendar if you want PMXpert to display this type of service or work order on the Calendar Grid.  Scheduled and overdue services are always displayed on the Calendar Grid. PMXpert continually reschedules each overdue service to the current date so it cannot be overlooked.
Click to expand/collapse textNon Service Days

Mark a day as a Non Service Day if no services will be performed on that day.

If a service falls on a day marked as a Non Service Day, it will be moved to the next available day.
Click to expand/collapse textOther Settings
1.At the bottom, enter the Maximum # of Services per Asset/Day that you want PMXpert to display in each cell of the Calendar Grid.
2.For the Default Schedule Cut Off Length, enter how far ahead, in days, you want PMXpert to look when generating work orders for scheduled services. You can override this setting when generating work orders.
3.In Future Service Count, enter the maximum number of future services you want PMXpert to calculate. The service immediately following the one currently scheduled is always calculated automatically. “Future Services” refers to any subsequent services that will be scheduled following the next.   The higher the value you enter here, the more data PMXpert must search before it can display the Calendar Grid. Reduce the setting if the program takes too long to display the Grid.