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Planned Task Compliance Analysis: Outside the Monthly Restriction

Updated

In Fracttal One, the planned tasks compliance analysis is an essential tool for maintenance management. Currently, we have two approaches for this analysis: the configuration "Analyze compliance without monthly restriction" (ON), which offers greater flexibility in evaluating periods, and the configuration (OFF), which operates based on the monthly restriction.

The "Analyze compliance without monthly restriction" setting can be found at:

Settings → Modules → Work Orders

* Default value: OFF*

Configuration:

Analyze compliance without monthly restriction

Available values:

  • ON → The calculation considers the entire selected range

  • OFF → The calculation remains restricted to the calendar month

Where to view the compliance chart? 

The chart can be viewed at:

Business Intelligence → Technical Analysis → Planned Tasks Compliance

The chart presents three columns for each month:

  • Planned

  • Scheduled

  • Completed

Even when a larger range is selected, the chart will continue to show the results separated by month, solely for visualization purposes.

Difference between the enabled and disabled configuration

The main difference between both modes lies in how the system calculates task compliance.

Enabled configuration (ON)

When the configuration is enabled:

  • The calculation considers the entire selected date range

  • The creation date of the WO does not influence the result

  • Tasks are counted according to their scheduling and execution dates

  • The analysis can be done in a single date range, even if it spans several months

This means that the calculation is continuous within the period, although the chart continues to show the results by month.

Example:

A WO created in December with a task scheduled for January and completed in January.

This task will be correctly counted in the month of January, since the calculation considers the execution within the analyzed period.

It is recommended to enable the setting when:

  • WOs are created in advance

  • There are preventive maintenance processes

  • It is necessary to analyze broader periods

  • Greater consistency between planning and execution is sought.

Disabled configuration (OFF)

 

When the configuration is disabled:

  • The calculation is restricted to the calendar month

  • The creation date of the WO influences the result

  • Each month must be analyzed independently

For example, if the selected range is: January 1 – February 25

Validation must be done separately for:

  • January 1 – January 31

  • February 1 – February 25

Additionally, for tasks to be counted, the WO must have been created within the analyzed month.

It may be useful to keep the configuration disabled when:

  • The company operates with strictly monthly operational cycles

  • WOs are created and executed within the same month

  • The same historical analysis criteria are desired to be maintained

For a detailed understanding of the planned tasks compliance analysis under a monthly restriction scheme, see the article: Planned Tasks Compliance Analysis in Fracttal One

 

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