Profile name

The name for this preventive maintenance generation profile. Enter a name that describes the PM jobs that this profile will be used to generate.

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Site or asset

Whether the PM generation profile applies to all assets in the site or to a specific asset and its descendants: • All assets in the site: This option enables you to generate work orders for assets throughout the plant; for example, you could generate all work orders to be completed during the plant’s summer shutdown. • This asset and its descendants: This option enables you to generate only the work orders required for a selected asset and its child assets. When you select this option, you must also select a specific asset.

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Asset

The asset(s) that use(s) this PM generation profile. You can define the asset or asset hierarchy whose standard jobs will be reviewed when this profile is used to trigger work orders.

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Title

The name or short description of this item. You can enter up to 250 characters.

Work order generation options

Options are to generate PM work orders for a horizon date or for a shutdown: • Generate work orders based on the jobs’ due dates: Enter the number of days in the future that you want work orders to be generated. When you run PM generation using this profile, the system calculates the horizon date by adding this number of days to the current date. Work orders that need to be started by the calculated horizon date are generated. • Generate work orders for a shutdown: Select the shutdown type and the number of days in the future for the planned start of the shutdown. Work orders that need to be performed during the shutdown will have their planned start dates set to this date.

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Days in the Future

The number of days that you want included in the work backlog. For example, if you select 10 days, the work backlog will include work orders to be done in the next 10 days.

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Shutdown Type

The shutdown for which you are generating preventive maintenance work orders. Select the appropriate shutdown from the list.

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Shutdown Days

The number of days that you want included in the work backlog for the shutdown. For example, if you select 10 days, the work backlog will include work orders to be done in the next 10 days.

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By	The employee who last triggered PM jobs. APM enters this information automatically.

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On	The date when this PM generation profile was last run to trigger work orders. APM records this information automatically.

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Work orders generated up to

The date entered the last time PM jobs were triggered. APM records this information automatically.

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Triggering Method

To have the PM generation profile executed by the Action Scheduler, select Automatically based on a recurrence pattern. You can then set up the recurrence pattern. Note: A scheduled action must be set up to generate PM work orders. See Scheduling Actions.

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