Preventative Maintenance Overview

Basics

  • Generate Work Orders for Equipment items.

  • Schedule Work Orders by calendar or meter.

    • Automatically generate Work Orders by calendar or meter using a PM Schedule.

    • Combine Work Orders for different Equipment items typically completed sequentially by the same maintenance worker into a PM Route.

    • Dynamically generate one of multiple possible work orders for a single piece of equipment based on a PM Group Schedule.

Key Features

Schedules may automatically generate certain types of Work Orders.

There are three ways to define preventative maintenance:

  1. PM Schedules: Model type Work Order associated to a piece of Equipment with scheduling logic based on the calendar or a meter that automatically generates work orders

    For example, a work truck needs an oil change every 3,000 miles.

  2. PM Routes: Set of Equipment, each tied to a Standard Work Task, with one Route type Work Order created for the whole PM Route and child Route Stop type Work Orders created for each Equipment

    For example, a supervisor inspects 20 work trucks every Monday.

    The inspection route assignment to the supervisor also generates 20 separate work orders for each truck.

  3. PM Group Schedule: Hierarchy of Model type Work Orders for the same piece of Equipment scheduled at monthly intervals where higher number Work Orders supersede lower number work orders

    For example, a machine belt requires an inspection every month, an adjustment every three months, and replacement each year.

    The inspection is part of the adjustment process completed at months 3, 6, 9, or 12. Both an adjustment and an inspection are part of installing the new belt at month 12.

    The PM Group Schedule only generates one work order of the highest level.