Initial configuration
To set up Orchestrate to use maintenance tasks, first go to the Orchestrate System Manager application. Log in with administrator credentials
Go to File and click on System Settings
Choose the Planning tab
Click the 'On' option for Enable Maintenance.
Log off and back into Orchestrate. The Maintenance menu option will now be visible.
Setting up the options
📌Note: All of the following is done in the Maintenance menu option.
🤓Tip: It is necessary to add a schedule to Orchestrate before maintenance can be used.
To set up the options, follow the steps below:
Click on the Maintenance Schedules … option
Add a Schedule by clicking on New Row and then Edit; Put in the 'Code' and 'Description'
Next, Maintenance Groups are set up. These will be used when setting up the tasks. Some are predefined, but more can be added.
To add another, follow this step below:
Click on Maintenance Groups … and then Edit and New Row.
Adding resources to the groups is the next step:
Click on Maintenance Resource Allocation … and, when Edit is clicked, each resource can be added to one of the Maintenance Groups set up above.
Adding a task
Now that the details are set up, tasks can be added by following the steps below:
Click on Maintenance Tasks …
Click New Row.
Choose the 'Schedule' that this will be a part of from the drop-down.
Give the task a 'JobCode' and 'Description' and, at the end, the resource groups (apart from Labour) will be displayed, and a Resource for each can be chosen, giving multiple resources if required.
The Expected Start Date/Deadline Date/Start Date can be set.
Then, when the Add to Plan button is clicked, it will go onto the plan at the correct time.
To make a regularly repeating task
In order to make a regularly repeating task, follow the steps below:
Right-click on the task and choose Duplicate Selected Tasks …
Choose Offset Date/Time.
Set the No. of Copies and the Offset which can be used to change the time to be every 'Hour', 'Day', 'Week', 'Month', 'Quarter' or 'Year' or any quantity of these, such as every 2 weeks or every 4 months or every quarter.
🤓Tip: To view the schedule as a resource, go to the View menu option and click Show All Resources. That will include the new schedules along with all others that may have been hidden.