Preventative Maintenance

Prerequisites

Overview

  • Use a Preventative Maintenance Schedule feature to define when to generate Work Orders for an Equipment item.

  • Uses Model type Work Order as the template for the Work Orders generated by the schedule.

  • Use the calendar or a Meter to schedule the Work Order.

  • An Equipment item can have as many preventative maintenance schedules as required.

Basics

Preventative maintenance schedules prompt the creation of a work order for an asset based on criteria defined on the schedule.

  • Work order can generate based on either the calendar, a meter (hours run, miles, etc.), or a system event.

  • Floating interval (the default) looks at the last work order’s completion date to trigger the next work order.

  • Fixed interval triggers the next work order based on the due date of the last work order, even if the work was not completed until later.

  • Schedules can consider both the floating calendar and a meter.

    The schedule creates the work order based on whichever criteria is met first: calendar or meter.

    Fixed calendar intervals cannot be used at the same time as a meter.

Step by Step

Create a New Preventative Maintenance Schedule

  1. Go to the PM Schedules tab and click New

  2. Make the following entries in Information:

    • Model Work Order: Select the Model type Work Order to use for this schedule, or create a new one

    • Asset ID: Select the Equipment record to maintain, or create a new one

    • PM Status: Select the status for this schedule

      • Draft: Schedule design in progress and not yet in use

      • Active: Schedule currently in use to create Work Orders

      • Inactive: Schedule no longer in use

      • Hold: Schedule temporarily paused

        Only Active schedules generate Work Orders.

        A Custom Setting controls whether Active PM Schedules can be modified.

    • Default Work Order Owner: User responsible for completing the generated Work Order

      Consider assigning a Group instead of a User so that any member of the Group can select the Work Order.

    • Default Account Assignment: 3rd party vendor expected to complete the work

    • Revision: Internal reference to track modifications to the schedule

  3. Make the following entries in PM Scheduling Information:

    • PM Due Date Override: Enter a date to generate the next Work Order

      FX EAM automatically clears this field when the next Work Order generates.

    • Release Window: Number of days in advance of the Work Order’s Due Date to release the Work Order

      Leave this value blank to use the default Release Window defined in Custom Settings.

    • New Work Order Status: Select the status to use for the generated Work Order, either In Planning or Ready to Schedule

    • Exclude Saturday: Select to avoid Work Orders due on a Saturday; due date pushed to next available day

    • Exclude Sunday: Select to avoid Work Orders due on a Sunday; due date pushed to the next Monday

    • Auto Release: Select to include this PM Schedule in the batch scheduling process and have Work Orders automatically generate and release

    • End Date: Date after which to mark this schedule Inactive

  4. Make the following entries in PM Scheduling - Calendar Based:

    Complete entries in this section only for preventative maintenance that considers the calendar for scheduling.

    • Schedule by Calendar: Select to use the calendar to schedule maintenance

    • Floating Interval: Select to use the current work order’s completion date to calculate the next due date; otherwise, FX EAM uses the current Work Order’s due date instead

      The Current Work Order is the most recently generated Work Order for this schedule.

    • Calendar Interval: Number of calendar intervals to wait between Work Orders

    • Calendar Interval UOM: Select the calendar period, either Days, Weeks, or Months

  5. Make the following entries in PM Scheduling - Meter Based:

    Complete entries in this section only for preventative maintenance that considers a Meter for scheduling.

    • Schedule by Meter: Select to use a Meter to determine when to generate a Work Order

    • Meter ID: Select the Meter to use for scheduling, or create a new one

    • Meter Schedule Interval: Unit of Measure value to pass between Work Orders, based on the Meter ID’s Unit of Measure

    • Initial Meter Reading Due Value: Next meter value at which maintenance should be scheduled

      Reminder: A Floating Interval Calendar schedule can also consider a Meter.

      FX EAM generates the Work Order when either measure is reached.

  6. Make the following entries in Planned Workload & Costs:

    • Occurrences Per Year Override Estimate: Replace the estimated number of occurrences calculated by FX EAM with a manually entered value

  7. Click Save or Save & New

Manually Generate a Work Order from a PM Schedule

  1. Go to the PM Schedule for which to generate a Work Order.

    Use the PM Schedules Due Next 30 Days Report to review and access PM Schedules due soon.

  2. For schedules set to Auto Release, enter a date in the PM Due Date Override field, then click Save.

    FX EAM creates the Work Order at the next Apex run based on the entered PM Due Date Override and Release Window fields.
    Blank Release Window fields use the default Release Window defined in Custom Settings.

  3. For schedules not set for Auto Release, click the New PM Work Order action button

  4. Review the new Work Order number, select Continue, then click Next

    FX EAM creates the new Work Order.

  5. Click Finish

  6. Use the PM Schedule’s Related tab or Quick Links to quickly access the generated Work Order

FX EAM updates the information in the Last & Current Work Order section of the PM Schedule detail.