To update the planned works programme status for an individual asset

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The procedure to update the planned works programme status for an individual asset is as follows:

  1. Navigate to Quick Menu > Planned & Servicing Lite > Management > Planned Program Management. The Planned Program Management window is displayed.
  2. Expand a status heading and select an associated planned works programme from the alphabetical list, or type its name into the Search Programs field. By default the list is filtered to show All planned programmes. An alternative filter can be applied using the Select view drop-down field: Authorised, Awaiting Authorisation, Cancelled, Complete, Entered, On Hold, Work In Progress, etc. 1.
  3. Click on Assets. The Assets tab is activated, revealing all assets linked to the planned works programme in the Assets summary table.
  4. Activate the Select tick box against an asset record for which a change of status is required.
  5. Click on Status 2. The Planned Program Asset Status Update window is displayed.
  6. Using the Status drop-down field, select the next progression stage for the asset record within the context of the planned works programme e.g. On Hold, Cancelled, etc.
  7. Enter the Status date using the calendar icon () or type in the value directly i.e. the date on which the status change came into effect; a time may also be specified using the clock icon () 3.
  8. Using the Status reason drop-down field, select a parameter value to qualify the circumstances surrounding the change of progression status.
  9. Use the Status note field to add contextual information in support of the status change.
  10. Click on Save. The applied status change is reflected in the Assets summary table.


Note

1 The Search Programs field will match against any element of the planned works programme name.

2 It is only permitted to change the progression status on an individual asset basis.

3 The permitted date entry format is DD/MM/YY or DD/MM/YYYY, whilst the permitted time entry format is HH:MM; only values up to the current system date and time stamp can be recorded.


See related topics...

Planned programme maintenance overview

To add multiple assets to a planned works programme

To remove assets from a planned works programme