The Forecasting process is used to schedule preventative maintenance occurrences for events within a specific time period. The results of the forecasting process are displayed on a pegboard. The forecast parameter form provides the means to setup the input parameters required for the Forecasting process. All the planned events associated with specified object and/or specific structures will be scheduled.

The selected calendar is used to identify the working times and days for the events. The end date specifies the end of the forecasting period and no further occurrences will be scheduled once this date has been reached. Other parameters that can be specified to narrow the forecasting selection are the owner organisation, allocated organisation and the current location of the specific structure.

The Forecasting process is run as a service and the recurrence detail must be specified in order for the service to determine when the process should be run. In the case where no details are provided the service will execute the process at the interval as specified when the service was installed. The alternative is to provide the recurring ranges and patterns on the detail tab. The range of the recurrence will indicate when the service must first start running the Forecasting process and when the service must stopping running the Forecast process. The process can be executed on a daily/weekly/monthly/yearly basis. The following recurring patterns are available for selection:

·  Daily – If the daily option is selected an interval must be entered and indicate if the process must only be run on weekdays. The user must specify the interval to indicate the particular period of days between executing the Forecast process. Hours used per individual person. (for example: Contractor, Tradesman/Technician)

·  Weekly – Select the days of the week on which the process must be run. The user must specify the interval to indicate the particular period of weeks between executing the Forecast process.

·  Monthly – In case the Month/Week/Day check box is not selected the user must specify the week in the month, week day and interval the process must be executed. If the above mentioned check box is selected the day of the month and interval must be provided.

·  Monthly – In case the Month/Week/Day check box is not selected the user must specify the week in the month, week day and interval the process must be executed. If the above mentioned check box is selected the day of the month and interval must be provided.

·  Yearly – In case the Year/Month/Week/Day check box is not selected the user must specify the week in the month, week day and/or the specific month. In case the check box is selected, then the number of the day in the month and/or the month must be provided.

As soon as the parameters have been entered, the next step will be to validate the correctness of the data via the Setup - Validate data button. The results of the validation process can be viewed in the error log. Checking the data before forecasting is important as if will give an indication of errors that will prohibit the successful forecasting of events en will ensure more accurate results.

The Forecasting button will indicate immediate processing and whilst polling the queue the service will then determine that the process must be run immediately.

The results i.e. the scheduled occurrences of the events can be viewed via the Forecasting register button. The status and progress information of the current Forecast is displayed on the Forecast status log form. All errors and warning messages generated during forecasting which either influenced the results or prevented events to be scheduled are written to the error log. These entries can be viewed on the error log form.

Tasks that use this form

Forecast

Forecasting Register

Forecast Status Log

Navigating the form

Buttons

Control name

Description

New

Create a new forecast record.

Delete

Delete a forecast record

Forecast

This function will perform an immediate forecast according to the current parameters.

Forecasting Register

The forecast register is used as a pegboard, listing all the occurrences of the events that have been forecast. The start and end date of the earliest event meter will be displayed in this section of the pegboard.

Forecast status log

This function is used to view the history of the forecasting.

Error log

Use this function to view all the errors that occurred during the forecasting process.

Setup

The setup function is used for validating data to ensure that the data used within the system is clean, useful and correct and to run the data error log.

Detail View

This is the DETAIL view of the form.

Fields

FastTab

Field name

Field description

Forecast identifier

This field is a unique identifier that identifies the scheduled event.

Type of object

Select from the available list a type of object for setting up the forecast parameter.

Object code

Select the object code from the available lookup list of objects that needs to be scheduled for forecasting.

Structure code

This field is the structure position for the object. The code uniquely identifying the position of the item in the structure and is user definable. A Structure code of “0” is automatically allocated by the system for the top (Highest level) of every object.

Specific identifier

Select the applicable specific identifier from the lookup. Only objects of the selected object type are available for selection.

Setup

End date

The end date of the selected permit will be displayed.

Calendar

Defines the calendar ID to be used in order to calculate working days.

Baseline

This field indicates if the object set-up for forecasting has been base lined.

General

Allocated to org

This field defines the organisation currently using this object or to whom this object is allocated to.

Allocated to structure code

This field defines the organisation structure position of the organisation currently using this object or to whom this object is allocated to.

Location code

This field defines the current location of the object. This information is defaulted from the object structure base.

Location structure code

This field defines the location structure position of the object. This information is defaulted from the object structure base.

Owner organisation

This field defines the organisation currently owning the object. This information is defaulted from the object structure base.

Owner org structure code

This field defines the organisation structure position of the organisation currently owning the object. This information is defaulted from the object structure base.

Status

Rental status

Select the status level to indicate the rental status for this object.

Operational status

Select the status level to indicate the operational status for this object.

Specific status

Select the status level to indicate the specific status for this object.