Creating and modifying maintenance and audit schedules

In the Mid Tier interface, you create maintenance schedules and review schedules in the Schedule Criteria form. For example, Calbro Services has a high-speed, high-volume network printer on each floor of their offices. These printers require maintenance every six months. The configuration administrator sets up a maintenance schedule for each of these printers.

To create a schedule

1. In Mid Tier, in Asset Management Console, in the navigation pane, select Functions > New Schedule.
2. On the Schedule Criteria form, from the Schedule Type list, select the appropriate schedule type:
   • Audit Schedule — You can create only one audit schedule for each CI. If you create a new audit schedule for a CI that already has an audit schedule, the current audit schedule is deleted.

   • Maintenance Schedule — Use this to establish a periodic maintenance schedule. If necessary, you can create several maintenance schedules for a CI. For example, for the printers at a site, you can set up one schedule for changing the toner and another schedule for restocking the paper.

     Important

     When you select Maintenance, additional fields are displayed for Change Template and Change Requester. Use these fields to schedule a change request to be automatically created with the selected template on a periodic schedule. The only change templates that appear in the Change Template list are change templates with a Change Type of Asset Maintenance.

   • Review Schedule — Use this schedule to establish periodic reviews of configurations. For more information about review schedules, see Generating-a-configuration-review-schedule.
   • Decommission Schedule — Use this schedule to drive the decommissioning process. For more information about decommission schedules, see Decommissioning-schedule.
3. Specify information about the schedule:
   1. For Schedule Name, specify a name for the schedule.
   2. For Schedule Description, provide a description of the schedule.
   3. From the Frequency and Period lists, select how often you want the schedule to occur (for example, every six months).
   4. For Lead Time in Days, specify the number of days in advance that you want someone to be notified about the schedule.
4. Complete the rest of the fields:
   1. Select the Support and Notification criteria.
   2. If you selected schedule type as Maintenance, and if you have BMC Change Management installed, enter a change requester, and change template from the Change Template list.
      For example, when setting up a maintenance schedule for a network printer at Calbro Services, Allen Allbrook selects the Network.
      A change request is created when the schedule is due.
5. Categorize the CIs by using the Tier fields, as described in Creating-and-updating-assets.
6. To relate the CI records to the schedule, click Add.
7. Click Save.

To relate a schedule to a CI

You can relate only the following CI types to a schedule:

• Application
• Application Infrastructure
• Application System
• Computer System
• Mainframe
• Printer
• Software Server
• Equipment

1. In Mid Tier, open a CI, as described in Searching for tickets, assets, resources, and people in BMC Helix ITSM.
2. In the navigation pane, select Functions > Schedule.
   This option is available only for valid CI types that can be added to a schedule.
3. In the Schedule Information dialog box, from the Schedule Type list, select the type of schedule that you want to relate, and click Create.
   The Select the schedule(s) to be related dialog box appears.
4. Select the schedules you want to relate to the CI.
5. Click Relate Selected Schedule.
   The schedule appears in the Schedule Information table.

To modify an entire schedule

1. In Mid Tier, in Asset Management Console, from the navigation pane, select Functions > Search Schedule.
2. On the Schedule Criteria form, from the Schedule Type list, select one of the following options:
   • Audit Schedule
   • Maintenance Schedule
   • Review Schedule
   • Decommission Schedule
3. Click Search
4. Select a schedule from the search results.
5. Modify the fields that you want to change, and click Save.

To modify one occurrence of the schedule for a CI

1. In Mid Tier, open a CI, as described in Searching for tickets, assets, resources, and people in BMC Helix ITSM.
2. In the navigation pane, select Functions > Schedule.
   This option is displayed only for valid CI types.
3. In the Schedule Information dialog box, select the schedule that you want to modify, and click View.
4. On the Schedule Information form, modify the fields you want to change, and click Save.

To change the status for a schedule

1. In Mid Tier, open a CI, as described in Searching for tickets, assets, resources, and people in BMC Helix ITSM.
2. In the navigation pane, select Functions > Schedule.
   This option is displayed only for valid CI types.
3. In the Schedule Information dialog box, select the schedule that you want to modify, and click View.
4. On the Schedule Information form, in the Status field, select a new option.
   The options are Scheduled, In Progress, and Completed. After you complete activities for a maintenance schedule or an audit schedule, change the status to Completed.
5. Click Save.
6. In the confirmation message that appears, click OK.

The modified schedule appears on the Schedule tab on the CI Information form. If you changed the status to Completed, the Schedule Information table displays the next scheduled audit or maintenance date.