The order planning data object is used to manage and coordinate maintenance orders as part of system maintenance. It records detailed information on planned maintenance work, including the objects to be maintained, persons involved, schedules, cost allocations and contractual bases. Order planning supports the entire process from planning and execution to the follow-up of maintenance orders and is a central component of maintenance management.
Workflow
Workflow
Identification
Information about the work plan's identification can be entered in this section. This information is used for unique identification throughout the portal.
| Property | Description |
| Name | Enter the full name for the order schedule. |
| Code | Enter an abbreviation for the order schedule. |
Associated Services
The task from which the order schedule was created is entered automatically here by the system.
| Property | Description |
| Task | Displays the task which is decisive for this order schedule. |
Operator
Operator information can be entered here. The person responsible for the object is informed about the work’s progress during processing of the orders.
| Property | Description |
| Person Responsible for Object | Select the person responsible for the objects concerned by orders triggered by the order schedule. |
Orderer
Information about the contracting entity can be entered here. The contracting entity and group available for coordination can be selected. If the "Coordinator/ Contracting entity" field is not filled in, each member of the coordination group receives emails relating to the order schedule. If a selection is made in the "Coordinator/ Contracting entity" field, only the person selected here will receive these emails. None of the other group members will receive any emails.
Contractor
Information about the contractor can be entered here. The contractor and group available for coordination can be selected. If the "Coordinator/ Contractor" field is not filled in, each member of the coordination group receives emails relating to the order schedule. If a selection is made in the "Coordinator/ Contractor" field, only the person selected here will receive these emails. None of the other group members will receive any emails.
Time Control for Order Generation
Basic data about timing for triggering orders in a task can be entered in this section. If a counter is selected as an interval unit in the "Tasks" webform, both the "Start meter reading" and "End meter reading" fields are enabled, otherwise this will be the "Start date" and "End date" fields.
| Property | Description |
| End Date | Select the date on which the order schedule ends. Alternatively the date can be entered manually (dd.mm.yyyy). |
| Start Date | Select the date on which the first order triggered by the order schedule should have reached "Inspection" status. Note: if the preparation time for the order is insufficient (i.e. the currently existing preparation time falls short of the total tolerance times for the "Contracting entity provision" "Lead time", "Contractor disposition", "Acceptance", "Performance" workflow steps), the completion date for the first order is set to a date which falls after the start date, following a trigger interval (defined in the assigned task). |
| Order Schedule Is Active | Enter whether the order schedule is active and orders should be triggered automatically according to the set guidelines. |
Object selector
In this area, objects can be selected for the order either via the cadastre (sorted by object type) or via the explorer (sorted by location, building and room). Selected objects can be removed again on the right-hand side.
Administration
Administrative information about the order schedule can be entered here.
| Property | Description |
| Cost Type | Select the cost type for the work to be performed. |
| Budget item | Enter the budget item that is to be debited with the costs from all orders that are generated from this order schedule. |
| Society | Selection of the company. |
| Building | Selection of the building. |
| Location | Assignment of a location to the order plan |
| Operator concept | Selection of the operator concept. |
| Ticket number | Ticket to the order plan |
| Contract | Select the service provider contract used to bill the orders triggered by the order schedule. |
Billing
In this info area, you can enter information on the billing of the order plan. This information is transferred to the orders generated from the order plan.
| Property | Description |
| G/L account | Selection of the G/L account via which the orders generated from the following order plan are to be settled. |
| Cost Center | Select the cost center to be charged with the costs of the order triggered by the order schedule. |
Order ->
In this info area, an FM order and, if applicable, an order item are assigned to the order plan. All orders that are generated from the order plan are assigned to the order or order item.
| Property | Description |
| order item | Selection of the order item to which the order plan is to be assigned. All orders generated from the order plan are assigned to the order item selected here. |
| order | Selection of the FM order to which the order plan is to be assigned. All orders that are generated from the order plan are automatically assigned to the FM order selected here. |
Triggered by meter reading
If orders based on the present order schedule are triggered by a meter reading, the required meter reading can be entered here. Meters and meter readings are managed in the FM module eTASK.EnergyManagement.
| Property | Description |
| End Meter Reading | Enter the meter reading until which the order schedule should automatically generate orders (only in the case of maintenance intervals controlled by operating meters). |
| Start Meter Reading | Enter the meter reading from which the order schedule should automatically generate orders (only in the case of maintenance intervals controlled by operating meters). |
MAQSIMA timing
Control parameters from the import of operator obligations from MAQSIMA are entered in this section. These parameters are provided for information only here and represent the original condition of the control parameters after the import. During creation of the order schedule after the import, this value is used by eTASK to automatically calculate the timing of the order schedule and save it as an order type.
| Property | Description |
| Tolerance (after) | Displays the "Tolerance after" MAQSIMA time parameters |
| Tolerance (before) Time Unit | Displays the time unit for "Tolerance before". |
| Due Date | Displays the "Due date" MAQSIMA time parameters. If a due date is set in MAQSIMA, this is a cyclical task with a yearly cycle. The target completion date corresponds to the due date. |
| Tolerance (after) Time Unit | Displays the time unit for "Tolerance after". |
| Tolerance (before) | Displays the "Tolerance before" MAQSIMA time parameters In eTASK, the time for execution of the work until the successful inspection (Target complete date) results from "Tolerance before" and "Tolerance after". If this time is exceeded, the order is escalated. |
| Time unit offset | Displays the time unit for "Offset". |
| Offset | Displays the "Offset" MAQSIMA time parameters. The offset is used if the first trigger interval is different from the subsequent interval and it is offset against the interval. Example: Interval = 3 years; offset = +1 year: 1. Test after 4 years, each subsequent one after 3 years. |
Order triggering
Determine and create orders when saving an order plan. Existing orders are updated. Superfluous orders are removed and new orders are created if the order plan provides for this.
Triggered orders from this order plan [dyn]
Triggered orders from this order plan [dyn]
See also: Brief overview of orders
Orders Triggered by Current Order Schedule
All orders triggered from the present order schedule are displayed here.
See also: Order list
Service Index (PDF)
The bill of quantities (PDF) summarizes the essential information on order planning, including maintained objects and assigned measures, in a clear report. It serves as a reference document for users and can be generated directly from the form.
Service index details PDF
The Details service index is a report which can be opened as a PDF document by clicking the "Reports" button on the webform's toolbar. Content: Directory of services which are currently intended as part of the object schedule for the maintenance of objects. Display of all objects in the order schedule plus the objects which start with the same code as the object in the order schedule. Includes issuing of technical details to the objects.
Service index details (Viewer)
The Details service index is a report which can be opened by clicking the "Reports" button on the webform's toolbar for display on the web. Content: Directory of services which are currently intended as part of the object schedule for the maintenance of objects. Display of all objects in the order schedule plus the objects which start with the same code as the object in the order schedule. Includes issuing of technical details to the objects
Protocols / CAD Plans
Test reports and CAD overviews of the order schedule can be uploaded via the document upload.
In this section you can upload, download and manage files.
Background check of G/L accounts and company
This function checks in the background that only the G/L accounts assigned to the selected
that are assigned to the selected company are available.
