Tech Tip
Fixed versus Floating Schedules in FaciliWorks 8i
When setting preventative maintenance (PM) schedules, a fixed or floating designation, along with the last maintenance date and the scheduled frequency, will determine the next date due. When you set the schedule as
Floating
, the software will always set the next date due based on the frequency of the setting and the last maintenance date (the date completed).
As an example, let's say we have set a 1 month
Floating
schedule with a due date of 11/15/2019. If the PM were completed early, on 10/27/2019, the software would set the
Next Date Due
to 11/27/2019, one month from the date of completion.
If that schedule were
Fixed
, it would not matter when the PM is completed, the software will set the
Next Date Due
based on the frequency and the initial setting. So, even if completed early, the software would still set the
Next Date Due
to 12/15/2019.
To permanently reset the
Next Date Due
, you would need to change this to a
Floating
schedule. For example, to change this schedule to be calculated for the 3rd of the month instead of the 15th, change to a floating schedule on the asset record and manually set the
Next Date Due
to 12/03/2019. Once you complete the PM, the software would set the
Next Date Due
to exactly 1 month from the date of completion.
If you now want this date to be fixed, you can change it back to a fixed schedule on the asset record and that will reset the initial date; the software would then schedule one month on the 3rd regardless of when it was completed.
We encourage you to explore the additional capabilities of your FaciliWorks software and as always, keep an eye out for future Tech Tips.
