User login

Learn More - PM Schedule Setup: The Basics

PM Scheduling



Overview


The PM Scheduling tool is both powerful and flexible. It enables you to establish calendar-based and/or meter-based PM schedules to an asset. This means that in addition to a standard calendar-based or standard meter-based schedule, you can have a PM schedule that is simultaneously calendar based (such as every three months) and meter-based (every 3,000 miles), whichever occurrence happens first.

Another flexible feature is the ability to indicate whether there are any days of the week that a PM Schedule should be skipped, so that, for example, if your shop is closed on Sundays, a daily PM can be suppressed from generating on Sundays.

Once a PM Schedule is established, you also have the ability to select multiple procedures from your PM Task Listing to associate with a schedule and assign a sequence order to those tasks.

The PM display and editing tools are located in the standard view of the Asset File Form, the detail record of an individual asset. All PMs that have been scheduled for an Asset will be listed under the PM section. If the PM section is blank on an asset record, it means you have not yet established a PM schedule for that asset. To access an existing PM schedule on an asset for viewing, editing or deleting purposes, click the ‘GoTo’ link to the left of the scheduled activity displayed in the section. To access a PM schedule entry form and create a new PM schedule for an asset, click the 'Add' command located on the right corner of the PM Schedule section.


Adding a PM Schedule


The following fields are available to record information on the PM Schedule form:

Work Order Type – The default setting for Work Order Type for a PM is ‘PM’, but you have the ability to change the Work Order Type of your PMs to differentiate the types of PMs you are performing. The Work Order Type field is also displayed in your Work Order Center. The values in the lookup for this field are managed from the Data Center on your main menu.
PM Group – The PM Group field is used for defining or assigning a group identifier to a PM task, in order to manage a group of PMs and adjust the schedule of PMs as a group, rather than adjusting the schedules individually. Define or assign the PM Group when establishing a new PM schedule for a piece of equipment.
Produce Every – The calendar frequency of the PM (For example, if it is to be performed every six months, enter the number '6' in the ‘Produce Every’ field and select 'Months' from the Calendar Based Freq).
Calendar Based Freq (Frequency) – Options are Days, Weeks, Months, or N/A (not applicable).
Calendar Freq Type – The options are Static or Shadow, with Static as the default setting. Static PMs are based on the ‘Next PM Date’ that is entered on the PM Schedule. The next PM will generate on the appropriate time interval indicated on the schedule, counting from the ‘Next PM Date’ recorded. Shadow PMs are based on the close out date of the previous PM Work Order that was generated from the schedule. The next PM will generate according to the time interval listed, counting from the date that the last PM work order for the schedule was closed.
On Calendar – Select 'True' if you wish for this activity to be listed on the Maintenance Calendar, otherwise the default value is 'False'.
Route Sequence – The Route Sequence associated with this PM if applicable. Enables you to specify a sequence for how a specific Route # will be carried out if there are multiple PM Schedules associated with a Route #.
Route # – The Route Number associated with this PM if applicable. Enables you to categorize and define your PM Schedules according to Route. You can then manage and generate your PMs according to Route #.
Assign to Type – Possible selections are Employee, Contractor, Customer, and Tenant, which correspond to the categories in the Maintenance Contacts section. Select the appropriate category first before populating the ‘Assign To’ field.
Assign To – The contact (Employee, Contractor etc) that will be assigned to this PM task when it becomes a work order. You can use the 'File' Icon to open the contact list and select an 'Assign To' Contact if you wish.
Perform For Type – Possible selections are Employee, Contractor, Customer, and Tenant, which correspond to the categories in the Maintenance Contacts section. Select the appropriate category first before populating the ‘Perform For’ field.
Perform For – The contact (Employee, Contractor etc) that this PM task is being performed for when it becomes a work order. This optional field is linked to the Maintenance Contacts file. You can use the 'File' Icon to open the contact list and select a ‘Perform For’ Contact if you wish.
Next PM Date – The date on which this PM should be generated as a new, open PM work order.
Last PM Work Order Date – An auto-populated field displaying the last date on which this PM was generated.
Last PM Work Order No – An auto-populated field displaying the last Work Order Number associated with this PM.
Produce PM Every – The meter-based frequency of the PM (for example, if it is to be performed every 1000 hours, enter the number '1000' in the Produce Every field and select 'Hours' from the 'Occurs Desc.').
Occurs Desc – Description of the type of Meter being monitored. Selections include Hours, Miles, Minutes, Kilometers, MISC.
Meter Type – Options are 'Running', 'Totals', and N/A (not applicable). The meter that is being tracked on an Asset is considered either a ‘Running’ meter (such as an odometer in a car) or a ‘Totals’ meter (such as the total units produced on a line for a 24-hour period).
Daily Average – Meter PMs will use the daily average value to provide an estimate of when future PMs are projected to occur on the Maintenance Calendar.
Last Meter Reading Entry – An auto-populated field displaying the last meter reading taken for this PM
Last Meter Reading Date – An auto-populated field displaying the date when the Last Meter Reading was taken.
Last PM Produced At – An auto-populated field displaying what the meter reading was the last time the PM was generated.
Skip Days Section – You may select to skip any Day of the week by setting the Day you wish to skip to 'True'. The default value of each day is 'False', indicating that the PM will run on that particular day.
Brief Description – You may record a brief description of the PM if you wish.
Detailed Text – You may record as much detailed text to describe the PM if you wish. However, you also have the option to associated multiple PM procedures or tasks to the PM schedule and leave this detailed text blank.

When you have completed your entry you can select 'Save New Record' or 'Cancel Changes'. Once a PM Schedule has been saved, you then have the capability to assign the PM Procedures to that schedule. The PM Procedures section is listed at the bottom of the saved PM Schedule.