Defining Set Names
A PM schedule for an Activity and a Maintained Number or Maintained Group must uniquely belong to a Set Name. Multiple PM Schedules for the same Maintained Number or Maintained Group and Activity combination can be created across Sets. However, out of those PM Schedules, only one can be identified as the Default and used for generating Work Orders. Other PM Schedules in other Sets can be used for simulation purposes only. Every Set Name has an end date. Every PM schedule that belongs to the Set Name must have its effective-to date before the end date of the PM Schedule’s Set Name. Before assigning a Set Name to a PM schedule, you need to define Set Names within the Set Name Definition window. If you do
not want to create Set Names, you can assign PM schedules to set, MAIN; it already exists.

To define Set Names:

1. Navigate to the Set Name window.

2. Enter the name of the Set Name.

3. Optionally, enter an End Date. Every PM schedule that belongs to the Set Name must have its effective-to date before the End Date of the PM Schedule’s Set
Name. If you leave this field blank, the current Set Name will not expire.

4. Optionally, enter a Description for this Set Name.

5. Optionally, choose Templates to add, change, delete, or view Preventive Maintenance Schedule Templates, associated with the current Set Name.

6. Optionally, choose Schedules to create PM Schedule Definitions, associated with the current Set Name.

7. Optionally, choose Set Default to identify all schedules within this set as Default. PM Schedules identified as Default will automatically generate Work Orders, by the PM Scheduler process. PM schedules that are not identified as Default can only generate Work Order suggestions, by the PM Scheduler process. The generated suggestions cannot be converted into Work Orders. You can create an unlimited number of Set Names within this window.