Currently in the platform there are 4 types of triggers to which a task can be associated. The operation of each of these will be explained below:
Activator by date
Corresponds to tasks that have a scheduled execution frequency according to a calendar. That is, they are performed every certain period of time. When selecting this type of trigger, the following fields must be completed:
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Do every: Frequency with which the task is repeated
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Frequency: Unit of frequency with which the task is repeated.
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Repeat: Option to set whether the task is repeated finitely or will remain active indefinitely.
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Times: Number of times the task is repeated (in case it has been set to be repeated finitely).
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Fixed Scheduling: Option that allows to set the next scheduling date in a fixed way (as established) or to reschedule it from the last execution. For example, if we have a task that has a trigger with a frequency of every 30 days and has a fixed schedule, it will not matter if the task is executed as scheduled or with a delay, since the following activations will be fixed every 30 days. On the other hand, if you do not have the fixed schedule option, the next activation will take place after 30 days, but starting from the date on which the task was executed.
Event Trigger
This is a function used to manage tasks that are not planned in advance. In other words, they are triggered when a specific situation occurs, such as a problem or a request for intervention on equipment. These events are listed in the system, allowing users to quickly select them and assign the necessary tasks to resolve them.
This type of trigger is very useful for managing situations that do not occur regularly or predictably, such as equipment failures or special requests. Although it is uncertain when they will happen, the procedure to follow is already known, facilitating a quick and effective response.
Example of Use:
Let’s imagine that in the maintenance department of a vehicle company, it is common to receive requests for battery issues, such as rapid discharges or batteries that do not hold a charge. This situation is a corrective action (an unplanned repair), but the steps the technician needs to follow are already known. In this case, an event trigger can be set up so the technician knows exactly what to do when this issue is reported.
Steps to configure the event trigger:
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Select the event trigger and name it, for example, "Battery Action Plan".
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Assign the specific tasks the technician must carry out from the subtask option. These tasks will guide the technician step by step to resolve the battery issue when it is reported.
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Relate this action plan to the vehicles or assets where this type of problem typically arises.
How to use it:
Every time a battery issue is reported, a work order will be created. With one click, the system will automatically display the steps the technician should follow to resolve the issue.
For more information, click here.
Activator Each
Corresponds to activations by means of accumulating meters or counters (kilometers, hours, etc.). This type of activators works every time a certain meter accumulates the units required for the execution of some task. When selecting this type of meter, the following fields must be completed:
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Frequency: Number of cycles to be completed for task execution.
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Unit: Measurement system associated with the meter reading and the task trigger.
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Until: Number of cycles in which the task will be executed (in case the activity is executed indefinitely, it is left without limit).
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Fixed schedule: Analogous to the triggers by date, this option allows setting the reading at which the next activation will be executed, which can be set in a fixed way (as established) or taken from the last reading recorded at the time of executing the task.
Activator When
Corresponds to activations by means of non-accumulator meters or non-meters that can fluctuate over time (temperature, voltage, amperage, etc.). This type of activators work when a reading is registered that meets the established conditions or outside a certain parameter. When selecting this type of meter the following fields must be completed:
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Unit: Measurement system associated with the meter reading and task trigger.
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Is: List with the conditions that can be set to define the parameters that the registered reading must meet to trigger the activation of the task.
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Value: Number that defines the numerical parameter to be considered for the activation of the task.