Frequently asked questions and messages

Manual — Automatic Scheduling · chapter 8 of 8

The table explains the messages that may appear on the Automatic Scheduling screens. The most common questions come right after.

Message	Where	Why	What to do
The schedule name is required. / Select a calendar. / The start date is required. / The end date (horizon) is required.	Generate Schedule	a step 1 field reached the server empty	go back to the General step and fill it in
The end date must be after the start date.	Generate Schedule	horizon equal to or before the start	fix the Horizon (End Date)
Select at least one asset with a plan.	Generate Schedule	no asset × plan combination	tick at least one asset and one plan
No template with a periodicity found. Set the periodicity in the task templates first.	Plans step	no template has a Periodicity	fill in the periodicity in Knowledge › Templates (chapter 2)
No assets found	Assets step	the type has no assets in the site, or the search found nothing	check the site in the header and the search
Already in a schedule: …	Assets step (⚠ icon)	the asset is already in another Active schedule	just a warning; go on if intentional
Schedule created! N tickets generated.	when generating	success — N is the real number of tickets	—
Error creating schedule	when generating	the server refused or the connection failed (nothing was saved)	try again; if it repeats, check the fields
Ticket moved / Error moving ticket	Move Ticket window	result of the drag	on error, reload the page and try again
Schedule deleted: N ticket(s) sent to trash, M kept / Item removed: …	after deleting or removing an item	summary of the trash rule (chapter 6)	—
Schedule not found	when opening the page	the schedule was deleted	go back to the list
No permission to create.	New Schedule	the profile lacks Create in Tickets	ask the administrator for the right (chapter 1)

Frequently asked questions

• What is the difference between Automatic Scheduling, Maintenance Plans and the Maintenance Calendar? Automatic Scheduling generates at once all the tickets of a horizon, from templates with a periodicity. Maintenance Plans (Planning › Maintenance Plans) is another module, with its own records and due dates. The Maintenance Calendar creates nothing: it is the agenda that shows the site’s tickets by date, including the ones generated here (chapter 7).
• I generated the schedule and the first month has no ticket. The preferred day had already passed in the month of the Start Date, and H2O skipped a whole period. Start the schedule on the preferred day or before it (chapter 3).
• I chose “Tuesday” and the monthly visits fell on other days. With a monthly or longer periodicity, only the first date obeys the day of the week; the following ones add one month. Use Day of month for those plans (chapter 3).
• I ticked two plans and every UPS got both. That is the rule: a plan ticked in a family applies to all of its assets. For different plans on assets of the same family, make one schedule per group; if an item came out wrong, remove it (chapters 3 and 6).
• I want to include another asset in the schedule. There is no button for that; create another schedule with it alone (chapter 6).
• The horizon is over. How do I extend it? Create a new schedule starting the day after the previous one ends, with the same assets and plans. Generation only happens when you click Generate Schedule — nothing is created by itself afterwards (chapters 1 and 3).
• How do I pause or cancel a schedule? There is no button today. To stop it, delete the schedule: the still-only-planned tickets go to the trash, the rest stays (chapter 6).
• I deleted the schedule and some tickets remained. By the rule: a ticket that is assigned, with execution started, with checklist answers or moved manually stays. If they should not exist, delete them from the Tickets list (chapter 6).
• The generated ticket has no technician. The template’s technician goes on the task; the ticket is born unassigned and without notification. Assign it on the Kanban or on the ticket page (chapters 4 and 7).
• The holiday was not respected. The chosen calendar does not have that holiday — or it was registered after generating. Ask the H2O administrator to complete the calendar and, for the tickets already generated, move them on the schedule calendar (chapters 2 and 5).