Planned Maintenance Summary

Available from 4.4.8.0

The Planned Maintenance Summary shows a view of all PPMs, including dormant, suspended, active and historic PPM Tasks.

Available from 6.3.0.0

Support for Daily frequency PPMs has been added:

If any of the Daily PPMs are late it will be coloured red
If none are late but any are overdue it will be coloured orange
if all are on time it will be coloured green
The tool-tips pop-up has been updated to show details of the Daily PPMs

Available from 7.0.0.0

The Purchase Key licence dependency for this specific element of the system has been removed and is now included as standard in the core MRI Evolution product the feature has been turned on for all systems by default.

Note: Other restrictions, such as User licence type restrictions and / or any restrictions to underlying functionality that is dependent upon Purchase Key licences will remain in place.

Available from 7.0.0.0

This function will now open in the same window as MRI Evolution, instead of a separate window, by default.

Users will still have the option to open the function in a separate window.

Either the Close button will be hidden and the Open in new window button will be displayed or vice versa, depending on whether the page is opened in a page of its own, or not.

Task Management > PPMs > Planned Maintenance Summary

When the Planned Maintenance Summary is initially launched, it will open in a new window with a blank grid.

The Planned Maintenance Summary can be filtered to make the view of the Planner easier to manage and view. A minimum filter of Contract Group or Contract must be applied.

The numbers along the top of the window indicate the week numbers with the date of the first Monday in the Month.
Hovering the mouse cursor over a specific week number will display the date of the Monday of that week.
Each PPM record has its own row

Tasks frequencies will alter the colour of PPMs displayed in the Planner. The number displayed in each instance of a Daily, Weekly, Monthly or Yearly PPM indicates the frequency:
- Black= PPM Dormant records
- Blue = Suspended Dormant records
- Green = Completed on time in the scheduled week
- Orange = Completed on time outside the scheduled week
- Red = Completed late or today is past Due By date
- Grey = Overridden Tasks
- Purple = Dropped Tasks

If two or more PPMs occupy the same working week the “worst” colour will show on the Planner e.g. red, then orange, then green.

Click to view - Planned Maintenance Summary Icons and Descriptions

Icon	Feature	Description
	Previous Page	Allows the User to scroll back to the Previous Page.
	Next Page	Allows the User to scroll forward to the Next Page.
	Previous	Allows the User to scroll to a previous week or month.
	Next	Allows the User to scroll to a future week or month.
	Show Tool-tips	Click to enable a pop up window when hoovering over a PPM.
	Print Planned Maintenance Summary	Click to print the Planned Maintenance Summary.
	Show Legend	Click to see the legend for the colouration in the Planned Maintenance Summary.
	User Preferences	Available from 4.5.6.0 Click to set PPM Planner User Preferences Set which filter preferences are to be seen from Contract, Contract Group and System Query Set which Totals can be seen from Hours required, Primary Supplier Hours and % Committed Assign the required filters, set the order of the filters using Move First, Move Up, Move Down and Move Last
	Open in new window / Close	Available from 7.0.0.0 This function will now open in the same window as MRI Evolution, instead of a separate window, by default. Users will still have the option to open the function in a separate window. Either the Close button will be hidden and the Open in new window button will be displayed or vice versa, depending on whether the page is opened in a page of its own, or not.