Adding PM schedules to equipment

View and modify the list of PM schedules for equipment like assets, positions, or systems on the PM Schedules tab of the respective Equipment form.

Add a new PM schedule to the equipment record, change the due date, deactivate an existing PM schedule, and delete a PM schedule altogether from the list of existing PM schedules for the equipment. When adding a new PM schedule to an equipment record, the Work Order Org. will default to the organization of the equipment if the organization is not common; if the organization is common, you must choose the specific organization for which to generate PM work orders.

PM revision control cannot be active because changing equipment PM schedule relationships demands a new revision of the PM schedule. If PM revision control is active, the PM Schedule page is for informational purposes only.

Note: If you edit the length of a linear equipment record, the system may automatically edit associated PM records when installation parameter PMRVCTRL is set to No. If the new equipment length falls on or within the length of the PM, the system automatically updates the To Point of the PM record based on the new equipment length. If the new equipment length falls outside of the length of the PM, the system does not update the PM record.

To add PM schedules to equipment:

  1. Select Equipment > Assets.
    Select Equipment > Positions.

    Select Equipment > Systems.

  2. Select the equipment for which to add a PM schedule, and then click the PM Schedules tab.
  3. Click Add PM.
    The system automatically populates Work Order Org., Department, Location, Loc. Org., Cost Code, Dormant Start, Dormant End, Reuse Dormant Period, and Assigned To if available.
    Note: If the system does not automatically populate Work Order Org., you must specify a Work Order Org. to activate the other fields on the form.

    The system automatically populates Date of Last Work Orderwith the Due Date of the current work order for the PM. If the work order is a duplicate PM, the system displays the latest date.

  4. Specify this information:
    PM
    Specify the PM schedule. The system automatically populates the description, PM Org., Test Point Set, PM Type, Work Order, WO Class, WO Class Org., Supervisor, Meter Interval, and Meter #2 Interval if available.
    Department
    Specify the department.
    Location
    Specify the location. The system automatically populates Loc. Org.
    Route
    Specify the equipment route.
    Perform Every
    Specify the length of the interval of time to pass before the system generates the next PM routine work order, and then select the unit of measure in the adjacent field.
    Due Date
    Specify the due date of the first work order.
    Note: Each work order determines the due date of the following work order. If you update the Due Date on the PM Schedules page, the system updates the work order Due Date so that this due date is later than the last work order completion date. The system adds the interval to the specified Due Date on the PM Schedules page until a date later than the last completion date is reached. Future due dates are accepted without validation.
    Dormant Start
    Specify the date on which the dormant period for any PM work orders for the equipment begins.
    Dormant End
    Specify the date on which the dormant period for any PM work orders for the equipment ends.
    Reuse Dormant Period
    Select to use the same specified dormant period for any PM work orders for the equipment on a yearly basis. The system automatically updates the specified Dormant Start and Dormant End dates to future dates after the dormant period for the equipment has elapsed. Additionally, the specified dormant period will be the default dormant period for any new PM equipment records.
    Test Point Set
    Specify the test point set for calibration of the equipment.
    Note: If the work order is a calibration work order, the system copies the test points for the specified equipment record to the work order when it is released. The system copies the test points related to the selected Test Point Set.
    PM Type
    Select one of these options:
    • Fixed

      Select to issue the PM based on a fixed schedule such as based on date or reading when the last PM was originally due.

    • Variable

      Select to issue the PM based on a variable schedule such as based on the date or reading on which the last PM was completed

    • Duplicate

      Select to allow multiple PM work orders to be open at the same time.

      Note: Selecting Duplicate as the PM type enables you to create an exception to the rule that a PM equipment may have only one work order for the PM work order at a time.
    WO Class
    Specify the class of the work order. The system automatically populates WO Class Org.
    Cost Code
    Specify the cost code associated with the PM.
    Assigned To
    Specify the person responsible for the equipment.
    Supervisor
    Specify the supervisor for the equipment.
    Date Deactivated
    Specify a date beyond which to discontinue generation of future PM Work Orders.
    Meter Interval
    Specify the length of the interval of time indicating how frequently the PM is to be performed, and then specify the unit of measure for the meter interval.
    Meter Due
    Specify the reading due value for the first work order.
    Note: Each work order determines the due reading of the following work order. If you update Meter Due on the PM Schedules page, the system updates the work order Meter Dueso that this due reading is higher than the reading on the last work order completed. The system adds the interval to the specifiedMeter Due on the Equipment page until a reading higher than the reading on the last work order completed is reached. Future due readings are accepted without validation.
    Meter # 2 Interval
    Specify the length of the interval of time indicating how frequently the PM is to be performed, and then specify the unit of measure for the meter interval.
    Meter # 2 Due
    Specify the reading due value for the first work order.
    Note: Specify more than one meter interval for a PM. For example, change the oil in a truck every 3,000 miles, according to Meter Interval and change the oil in the same truck after 720 hours of running time according to Meter #2 Interval. You must specify a value for Meter Interval to specify a value for Meter #2 Interval.
    Perform On
    Specify the week of the month and the day of the week on which to perform the work on the equipment, such as the second Tuesday of the month due. Select Last to handle scenarios in which there are five weeks in a month. The system sets the due date to the last week of the month.
    Note: Perform On is only available for duplicate PMs, and is not available for daily or weekly frequencies.
  5. Specify the Linear Reference Details. See Defining standard work order headers.
  6. Click Submit.