Maintenance Forecast Profiles allow frequently used Maintenance Forecasts to be saved, removing the need for the repeated definition of filter conditions and report parameters.
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Profiles can be selected from the Maintenance Forecast editor by clicking the Load Profile button.
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Profiles created by other users are not available for loading or modification.
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Profiles support email report functionality not available elsewhere.
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The Employee Information editor in the Settings menu can be used to toggle maintenance forecast receipt permissions for employees.
Addition of a Profile
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From the Maintenance Forecast Profiles sub-module, click Add Profile.
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Enter descriptive text in the Profile Name box.
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Click Save.
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Build a list of Items to Forecast; this typically consists of one or more aircraft and can be done as follows:
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Select a search type, for example, Part Description.
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Enter a search term (for example ‘B737’) before clicking Find.
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Select an aircraft from the Serial Num dropdown before clicking Add Item.
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Configure Forecast Settings and Choose Maintenance Forecast Filter Criteria as desired.
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Configure Show Planning Category, Report Sort Order, Report Type, Recipients, and Frequency as desired.
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Click Save.
Scheduled Email Delivery
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Follow steps 1 through 4 as described in the Addition of a Profile section above.
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Select the Enable Automatic Email Delivery checkbox.
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Select Recipients from the list of eligible candidates.
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Select a Frequency: either monthly or custom day-of-week frequencies may be chosen.
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Click Save.
On-Demand Email Delivery
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Follow steps 1 through 4 as described in Scheduled Email Delivery above.
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Click Submit Now and wait for a dialog box to appear.
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Click OK.
Editing or Deleting an Existing Profile
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Click on Planning & Production and select Maintenance Forecast Profiles from the dropdown before clicking Go.
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Click on the edit or delete icon corresponding to a profile from the list.