Lookup Manager - Maintenance Regimes

The Maintenance Regime allows the viewing and creation of new Repeating Job Maintenance Regimes.

For Cyclic or Routine Maintenance Regimes, please use the Maintenance Regime screen in the Confirm desktop client.

To Add a new Regime click the plus Icon which will launch a popup window displaying all the required fields to create a new Regime.

Allow Past Due Dates

Select this option to allow new Jobs to be created with a due date set in the past.

Job Details

Enter the details for the Jobs that will be created as part of this Regime.

Due Date Rule

The next Job will be due based on the calculated date of the chosen trigger event selected from this list.

This Due Date is set when the Repeating Agent next runs after the current Job has been completed.

Note: It is possible to prevent Jobs from being created too far into the future by applying a value to the Repeating Routine Jobs Future Period field on the Job System Settings screen.

Repeating Period

Use the Repeating Period to determine the follow-up period between Repeating Jobs. To vary the follow-up period throughout the year, please see Seasonal Follow Ups instead.

Regime Items

Displays a list of Items (SOR) which will be added to Jobs created as part of this Regime

To add SOR Items:

Click on the + to display the Regime Item form

Item: - find an SOR item, start typing to filter the items.

Measurement Type: - select a Measurement Type. Only those Measurement Types using the Unit of Measure as that applied to the SOR will be seen in the list.

Note: The Measurement Type selected must also exist on the feature to which the Regime is allocated, and have a measurement entered against it, in order for this SOR to be included on the job

Seasonal Follow Ups

Seasonal Follow Ups can be added to change the period between Repeating Jobs, allowing different follow ups throughout the year.

Seasonal Follow Ups apply from their Start Day/Month until superseded by the next Seasonal Follow Up. This means that the last Seasonal Follow up entered in the list will continue to operate until the date of the first Seasonal Follow Up in the list is reached again.

In the illustrated example, the task is carried out every 2 weeks from March to April, every week from April to September, fortnightly again during September, and then not again for 5 months, which cycles us back to March for the following year.

Note: The Repeating Period on the Regime will not be used when Seasonal Follow Ups are in use.

Repeating Type Selection

The repeating type defines the nature of the maintenance regime.

Time: -  Schedule jobs based on repeating period.

Meter:  - Schedule jobs based on asset readings/usage.

Time or Meter: -   Jobs can be triggered by either time or usage.

Time-Based Regimes

Lead Time:

Set how many days ahead to create the job.

For example, a job due in 30 days, but with a Lead Time of 5, will be created 5 days before it's due.

Lead time should be less than repeating period.

Lead time accepts positive numeric value.

Lead time is disabled when repeating period is less than 2 days.

Meter-Based Regimes

Configure with these fields:

Meter Type

Select the relevant numeric observation type.

If you don't see the right type, contact your system admin—Meter Types are created in the Observation Type screen.

Meter Interval

Represents meter’s usage interval.

It accepts only positive numeric values greater than 0.

Meter Threshold

Sets how much before reaching interval the job is created.

Meter threshold must be less than Meter interval.

Meter threshold must be a positive numeric value greater than or equal to 0.

Due Meter Rule

Choose how the next job's due meter is calculated:

Allocated Regime Meter Next Due

Lower of the Meter Next Due or Last Service Meter

Higher of the Meter Next Due or Last Service Meter

Time or Meter Regimes

Select "Time or Meter" to configure both sets of rules.

Fill in all required fields for Time and Meter.

Jobs will be created when either the time or meter threshold is reached.

Editing a Regime

To update a regime, click  Edit  on the regime card.

All fields for your selected repeating type will display.

Note: If seasonal follow up is added and repeating type is changes to meter only then following disclaimer is displayed and on saving the details, seasonal follow up will be deleted.