Concepts

Tasks

Settings

Locking, Expiring, and Deleting Schedules

Contents

Locking a Schedule

Unlocking a Schedule

Expiring a Schedule Manually

Expiring Schedules for a Site

Reopening a Schedule

Deleting a Schedule

Deleting Schedules for a Site

The topics in this section explain how to lock, expire, and delete schedules in APM.

Locking Schedules

After you have finished adding tasks to a schedule, you can lock it. This allows you to monitor the amount of work that has been added to the schedule afterwards.

For example, you might start setting up the next week’s schedule on the preceding Thursday. By Friday afternoon, you have completed the schedule and the affected production and maintenance departments have agreed to it. As employees work with the schedule through the week, not all of the scheduled tasks may be completed because they may be preempted by more urgent tasks.

If you have locked the schedule, you can track the number of these urgent tasks. After the schedule is locked, any tasks that are later added to the schedule are flagged. You can use this flag if you create printed reports for your schedules.

Expiring Schedules

A schedule that has passed its end date can be used as a source of tasks for another schedule and as a source of information for any scheduling compliance and analysis reports that you are running. Other than these uses, old schedules serve no function. You can reopen an expired schedule at any time.

Any work order tasks that were included on the old schedule but were not completed should be returned to the work backlog so that you can re-schedule them.

You can have APM automatically expire your schedules for you. You can also expire a schedule manually. When a schedule is expired, APM:

•	Removes the schedule from your list of open schedules

•	Removes tasks on the schedule that are still open from the list of assigned tasks for an employee

•	If indicated on the schedule, any of the schedule’s tasks that are not completed are returned to the work backlog

Note: If you return scheduled work to the backlog when the schedule is expired and you then re-schedule the work, the system does not add the trade requirements back to the new schedule. It is assumed that some of the work has been completed and, therefore, you must add new trade requirements for the remaining work.

Expired schedules are not deleted automatically unless that option is selected in the schedule’s properties. In order for schedules to be automatically expired, the Expire Schedules action must be run for the site. You can run this action from the site’s Tools menu, Work Management option, or your system administrator can schedule this action to run on a regular basis.