Adding equipment to maintenance patterns

To add equipment to maintenance patterns:

  1. Select Work > WO Planning > Maintenance Patterns.
  2. Select the maintenance pattern for which to add equipment, and then click the Equipment tab.
  3. Click Add Equipment.
  4. Specify this information:
    Equipment
    Specify the equipment to add to the maintenance pattern. The system automatically populates the equipment description and Equip. Org., Status, Test Point Set, Dormant Start, Dormant End and Reuse Dormant Period from the selected equipment record.
    Note: The system will not display equipment with logical meters flagged as Up/Down Meter on the Meters page of the equipment record.
    Test Point Set
    Specify the test point set for calibration of the equipment.
    Dormant Start
    Specify the date on which the dormant period for the PM begins.
    Dormant End
    Specify the date on which the dormant period for the PM ends.
    Reuse Dormant Period
    Select to use the same specified dormant period for the PM on a yearly basis.
    Date Deactivated
    Specify the date after which work order generation stops.
    WO Department
    Specify the department of the work order.
    WO Location
    Specify the location of the work order. The system automatically populates WO Loc. Org.
    WO Cost Code
    Specify the cost code of the work order.
    WO Assigned To
    Specify the person responsible for the work.
    WO Assigned By
    Specify the person assigning the work.
    Work Order Org.
    Specify the organization of the work order.
    Due Date
    Specify the due date of the first work order. The system automatically populates Perform After, perform after UOM, and Meter #1 Due Date.
    Meter #1 Due
    Specify the reading due value for the first meter. The system automatically populates Meter #1 Interval, meter #1 UOM, and Meter #2 Due Date.
    Meter #2 Due
    Specify the reading due value for the second meter. The system automatically populates Meter #2 Interval and meter #2 UOM.
  5. Click Submit. The system automatically populates Insertion Date.
    Note: If you populate any of the replacement values (e.g., WO Department, WO Location, WO Cost Code, WO Assigned To or WO Assigned By), the system replaces default values from the equipment record when a maintenance pattern work order is created with these replacement values.

    To activate a maintenance pattern for equipment, click Activate MP.

    To deactivate a maintenance pattern for equipment, click Deactivate MP.