Defining preventive maintenance schedules

Define the PM work order and its schedule. Define PM work orders based on meter readings (readings are taken after a certain amount of usage), frequency of use (readings are taken at certain time intervals), or both.

Define PM generation "windows." Establish Ok Window %, Near Window %, and Release Window % values based on a percentage of the meter or frequency interval. For example, assume that the Ok Window % is set to 25% and the frequency of the PM schedule is 60 days. This indicates that during the 15 days (25% of 60) after closing a PM work order, none of the work needs to be redone when the equipment breaks down. The Near Window % indicates that when a breakdown occurs in this window, it may be worthwhile to execute the PM together with the breakdown maintenance. The system generates the work order as soon as the Release Window % is reached.

Note: You can only insert, update, or delete work orders if you are authorized to do so.

To define preventive maintenance schedules:

  1. Select Work > WO Planning > PM Schedules.
  2. Click New Record.
    The system automatically populates Requested By with the User ID of the logged in user and inserts the current date in Date Requested. The system automatically populates Date Approved with the system date and time that the status of the PM is set to Approved. The system also enters a Revision number each time the PM schedule is released/updated.
  3. Specify this information:
    Organization
    Specify the organization to which the PM schedule belongs if you use multi-organization security.
    PM Schedule
    Specify a unique code identifying the PM schedule, and then enter a description of the PM schedule in the adjacent field.
    Type
    Select the type of the PM schedule. See the following list for default status values:
    • Fixed
      Select for the system to issue the PM based on a fixed schedule, e.g., based on date or reading when the last PM was originally due.
    • Variable
      Select for the system to issue the PM based on a variable schedule, e.g., 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.
    Out of Service
    Select to restrict the system from displaying the PM schedule in lookups.
    Class
    Specify the class of the PM. The classes shown belong to the PPM entity. The system automatically populates Class Org.
    Work Package
    Select to indicate that this PM schedule can be associated with a work package. The system automatically populates Plan with the PM plan.
  4. Choose one of the following options:
    • Perform Every
      If the PM schedule is based on the passage of a period of time

      Enter the length of time to elapse before the system generates the PM work order, and then select the unit of measure for the PM period in the adjacent field. The unit of measure for the PM period can be days, weeks, months, quarters, or years.

    • Meter Interval
      If the PM schedule is meter-based

      Enter for Meter Interval and/or Meter #2 Interval, the interval(s) between PM work orders, and then enter the corresponding unit(s) of measure in the adjacent field.

      Note:  You can specify more than one meter interval for a PM. For example, you may want to change the oil in a truck every 3000 miles, which is Meter Interval. However, you may also want to change the oil in the same truck after 720 hours of running time, which is Meter #2 Interval. Enter values for Meter Interval, Meter # 2 Interval, and the meter units of measure as necessary; however, you must enter a value for Meter Interval to enter a value for Meter #2 Interval.
  5. Choose one of the following options for Nesting Reference:
    • To create a nesting reference to an existing PM

      Select a previously scheduled PM.

    • To create a name by which to identify the PM schedule you are creating for nesting

      Enter a name for the PM schedule to use for nesting references. After saving the PM schedule to the database, the name you enter will appear in the lookup for Nesting Reference, enabling you to create a nest between this PM schedule and other PM schedules.

  6. Specify this information:
    Complete Status
    Select the status to assign to minor work orders automatically bypassed and closed by the release of this PM through a nesting reference.
    Est. Workload
    Specify the estimated number of hours required to complete the work order. The system automatically populates People Required and Calc. Workload based on the Est. Workload.
    Nest Buff. (-/+)
    Specify the percent value of the nesting buffer. The system multiplies this value by the value specified for Perform Every for a period-based minor PM. The system multiplies this value by the value specified for Meter Interval and/or Meter # 2 Interval for a meter-based PM.

    For both period-based and meter-based PMs, the system applies the product of this equation to the associated major PM to determine the backward nesting window of the due date for the major PM. The system automatically populates this field with 25; however, you can enter any value between 0 and 99999.

    Note: The Nest Buff. (-/+) is only related to time-based preventive maintenance schedule setup.
    M1 Nest Buff. (-/+)
    Specify the percent value of the nesting buffer for the first meter. The system multiplies this value by the value specified for Perform Every for a period-based minor PM. The system multiplies this value by the value specified for Meter Interval and/or Meter # 2 Interval for a meter-based PM.

    For both period-based and meter-based PMs, The system applies the product of this equation to the associated major PM to determine the forward nesting window of the due date for the major PM. The system automatically populates this field with 25; however, you can enter any value between 0 and 99999.

    M2 Nest Buff. (-/+)
    Specify the percent value of the nesting buffer for the second meter. The system multiplies this value by the value specified for Perform every for a period-based minor PM. The system multiplies this value by the value specified for Meter Interval and/or Meter # 2 Interval for a meter-based PM.

    For both period-based and meter-based PMs, The system applies the product of this equation to the associated major PM to determine the nesting window of the due date for the major PM. The system automatically populates this field with 25; however, you can enter any value between 0 and 99999.

    Note:  You can enter a backward and forward nesting buffer for Perform Every or for one or both Meter Interval and Meter #2 Interval. Enter values for Nesting Nest Buffer (- / +), M1 Nest Buffer (- / +), and M2 Nest Buffer (- / +) for each PM interval as necessary.
    Ok Window
    Specify the value to use for the Ok window.
    Near Window
    Specify the value to use for the near window.
    Release Window
    Specify the value to use for the release window.
    Perform On
    Specify the week of the month and the day of the week on which to perform the work on the equipment, e.g., 2nd 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.
    Production Priority
    Specify the production priority to assign to resulting work orders. The system automatically populates Production Priority Desc.
    Note: The system populates Production Priority Desc. on resulting PM work orders whose equipment have Track Resources selected.
    Req. Start Date Buff. (Days)
    Specify the number of days for which to buffer the requested start date.
    Note: The system populates Req. Start Date on resulting PM work orders, based on this buffer, whose equipment have Track Resources selected.
    Req. End Date Buff. (Days)
    Specify the number of days for which to buffer the requested end date.
    Note: The system populates Req. End Date on resulting PM work orders, based on this buffer, whose equipment have Track Resources selected.
    Revision Status
    Select the status for the current revision of the PM schedule.
    Revision Reason
    Specify an explanation of any revisions to the PM schedule.
    Revision Status
    Specify the revision status for the route. The system automatically populates Revision.
    Note:  You can enter a Revision Status only if the PMRVCTRL installation parameter is set to Yes. Contact your system administrator for more information.
    WO Type
    Select the work order type for the PM schedule.
    Duration
    Specify the duration of the work order for the PM schedule.
    Approval List
    Specify the approval list for the PM schedule.
    WO Class
    Specify the class of the work order. The classes shown belong to the EVNT entity. The system automatically populates WO Class Org.
    Supervisor
    Specify the supervisor for the PM schedule.
    Priority
    Select the priority level of the PM schedule.
  7. Click Save Record.