Generate Program Schedule

Explanation

Use this activity to manually generate the Recurring Service Program Schedule in the Recurring Service Program/Schedule tab.

When the Regenerate the schedule badge appears on the program, a schedule regeneration is required. This happens when changes are done in either Recurring Service Program parameters (Program Service Trigger, Program Valid From/To, change of applied Calendar and Program Location) or Recurring Service Scope parameters (addition of a new service scope, addition or removal of service object associated to the model, addition or removal of a customer of a service object associated with the program, Cycle Pattern, Occurrence Interval, Scope Valid From/To or a change in Scope Location). Use Generate Schedule in the Schedule tab to regenerate the schedule. When a model is added to a scope with a location, schedule lines will be created for the objects located in the scope location associated to the model and if there is no location defined for the model scope, schedule lines will be created for all objects associated with the selected model and customer.

If manual changes have been made to the schedule and Generate Schedule is used, the user will be asked if manual changes should be retained or overwritten. Manual changes include changes to the Due Next date, Schedule Status or if one or more scopes has been added to a single Schedule Occurrence line and all changes are flagged as Manually Changed in the Schedule tab. It has to be noted that the location of the schedule lines generated via recurring scope cannot be edited but in cases of manually added single schedule occurrence lines, location can be defined and edited.

Note: For Active usage-based programs, the Generate Schedule the user will not be asked if manual changes should be retained or overwritten. All manual changes will have to be removed manually from an Active program.

The Generate Schedule command is used in usage-based programs to reflect the newly added recurring service scopes on program occurrences which are in status Generable or to generate the program occurrences at an event where the service triggers have been completely modified by the user in a Preliminary program.

If a program is in Preliminary status the Generate Schedule command will remove all manual changes, regardless of type of program.

Prerequisites

System Effects

As a result of this activity, theĀ Recurring Service Program Schedule will be generated based on the Service Triggers and Recurring Service Scopes added to the Program.

The Recurring Service Scopes will be related to theĀ Recurring Service Program Occurrences based on the respective recurring patterns defined for each scope.

The Recurring Service Scopes included in each Program Schedule Occurrence can be viewed by expanding respective schedule occurrence line.

When user accepts to regenerate a Preliminary Program Schedule, the schedule will be updated according to Service Triggers and Scope Parameters, thus no manual changes will be retained.