We are just implementing the maintenance module and 1 request has come up.
With normal jobs, I can set the date the job closed so if I close the job a few days late, it can be changed. With maintenance jobs, I can’t see a way of doing this, and it is important for keeping the maintenance plans in sync with the actual date the work was performed.
Our main use case is when we have to send something for external calibration. We are going to use a maintenance plan, with a maintenance job to record the calibration as a subcontract operation. When we get the calibration certificate back, the date of the calibration will be different than the job closing date.
I’ve done a trace to see if I can get to the date with a BPM, but I can’t see that field in the trace, only the job closing field being updated. Any ideas on how I can set that date differently? Mnt Job Close.xml (57.4 KB)
I was able to implement a partial system. I run a pre processing method directive on maintenance job closing. It checks a condition that the job is a maintenance job, job closed has changed from false to true and Issue1 is “Calibration”
Then it prompts the users with a BPM Form to enter a different job closing date if desired.
Then I call a in transaction data directive on the job head table using the same conditions as above to update the job complete and closed date based on the entry from the BPM form.
It does update the job closing date so it gets us most of the way there but does not do 2 things:
Does not update the calibration date on the Equipment record
Does not update the next date on the maintenance plan
I probably have learned enough now to tackle fixing those 2 issues, but the users haven’t complained so I haven’t put the time into it yet. I use a BAQ that queries the last calibration date from the jobs related to the equipment to manage the calibration records.