Work Orders are scheduled using the Task Entry, Equipment List Tab by clicking the Add 1 Equipment or Add Multi Equipment buttons.  When scheduling work orders you must set how you are going to schedule the task (by number of days, by meter reading, or by both)

Schedule By: There are 3 methods to schedule Preventative Jobs: Schedule By Days, Schedule By Meter or Schedule By Days/Meter.

• Schedule By Days. This method generates work orders by using dates only.  (JOB Cal uses this as its default schedule). Schedule by Days allows you to choose between fixed or floating as the schedule type. For example; If a job is fixed and is scheduled every 30 days, JOB Cal would schedule jobs on June 22nd, July 22nd, August 21st, etc…If the first work order is closed on June 29th (7 days late), the other work orders won't be affected because they are fixed in place.
  
• Schedule By Meter.  This method generates work orders by using meter readings only.  In order to schedule a job by Meter or Days/Meter the equipment must be metered (i.e. the Metered checkbox must be checked on the equipment record).  JOB Plus automatically monitors the meter readings and if the meter reading comes due, the task is scheduled (changed from estimated to scheduled).  If the meter reading is still not due when the Jobs due date is passed, the job is scheduled (changed from estimated to scheduled).  With this method the only schedule type is floating.
  
• Schedule By Days/Meter generates a work order based on the “which ever comes first” rule.  With this method the only schedule type is floating.  For example; If the task is floating and the first work order was closed 7 days later than it was due, the other work orders would have their due dates changed to be 7 days later because the jobs float (i.e. the next job would be due on July 29th instead of July 22nd).\
  

Schedule Type: If Schedule by Days is selected above then you can choose between fixed or floating. Meter and Days/Meter jobs have to be floating. Should a task be fixed or floating?  It depends on the task.  The following examples illustrate when to use fixed and floating.

• Fixed Example:  Hanging Christmas lights.  The task is scheduled for Dec 10th.  If you do not hang the lights until Dec 24th this year, you would still want the job scheduled for Dec 10th the next year.
  
• Float Example:  Change Oil every 60 days.  The job is scheduled for June 5th, August 4th, etc… If you change the oil on July 10th instead of June 5th you would not want to change the oil again on August 4th. If the task is float, JOB Plus will automatically adjust the August 4th due date to September 9th.

Freq in Days: Number of days between work orders

Freq in Meter: Number of Meter reading units (i.e. Hours, Miles, counts, etc...) between work orders. 

Next Due Day: Displays the next time the work order is due. 

Next Due Meter: Displays what the meter reading must reach for the work order to be due.

EXAMPLES

Scheduling Task by Days (Fixed) Example

Schedule By: Days
Schedule Type: Fixed
Day Frequency: 31
First Due Date: 10/15/12

Work Order Schedule: 

10/15/12     11/15/12    12/15/12   1/15/12 ...

Note: If the 10/15/12 work order does not get closed until 11/1/12, the subsequent due dates are not affected (i.e. the next work order is still due on 11/15/12).  

Scheduling Task by Meter Readings Example

Schedule By: Meter
Schedule Type: Float
Meter Frequency: 5,000
First Due Meter: 58,600

When a meter reading for the truck is entered that is above 58,600 a work order will be created and placed on the calendar.  The Next Due Meter will be automatically incremented by 5,000.  Click here for more information about entering meter readings.

Scheduling Task by Date/Meter Readings Example

Schedule By: Days/Meter
Schedule Type: Float
Day Frequency: 31
First Due Date: 10/15/12
Meter Frequency: 5,000
First Due Meter: 58,600
Avg Mtr per Day: 500

Job Schedule:

10/15/12     11/15/12    12/15/12   1/15/12 ...

Last Meter Reading 58,000 (on 10/1/12)

The program will calculate that the next job needs to be done on 10/3/12 because the last meter reading was 58,000 on 10/1/12 and with 500 units added per day, it will take 2 days before the job needs to be done so it will reschedule all of the jobs.

Job Schedule after Meter Reading Entered: 

10/03/12   11/03/12    12/03/12   01/03/13 ...