PM Routes

Introduction

PM Routes in FX EAM are Standard Work Tasks maintenance done on a series of Equipment items. Crew member picks up the PM Route and completes individual Work Orders on each Equipment item in the route.

Key Features

  • Use PM Routes, the Crew Member works the PM Route and automatically inherits all of the Work Orders at each Route Stop. Otherwise a crew member would individually pick up the Work Orders for a set of Equipment items to maintain the same sequence.

    Example 1. PM Route Use

    An inspector reviews 15 separate points along an assembly line, with each point having a unique set of tasks to complete.

    You create a Route type work order for the entire assembly line and then Route Stop type Work Orders for each inspection point.

    The inspector selects the Assembly Line Work Order, which includes all of the Route Stops for the entire line.

  • You can add, remove, or pause Route Stops as needed.

  • Each Route Stops can have a different Standard Work Task to complete.

  • FX EAM can automatically generate Work Orders, or they can be manually generated.

  • Work Orders can be set to In Planning or Ready to Schedule status.

How PM Routes Work in FieldFX EAM

PM Routes in FieldFX EAM works as follows:

  1. A Crew Member begins working the PM Route Work Order.

  2. They automatically assign the Work Orders for each Equipment item at each Route Stop.

  3. They complete the Work Orders for each Equipment item at each Route Stop.

  4. After completing the work at all Route Stops, they complete the Work Order for the PM Route.

Flowchart showing the relationship of a PM Route to a work orders and Equipment items
Figure 1. PM Route Process Flow

Step-by-Step Guides

In FieldFX EAM, you can create a PM Route and add route stops.

Create a PM Route

  1. From the PM Route tab, click New

  2. Make the following entries in Information:

    Entry Description / Option

    Route Description:

    Route name (255 characters)

    Craft:

    Select the Craft for the Work Orders for this PM Route

    You can create a Route from this screen if needed.

    If no Route is selected, Work Orders use the default labor rate defined in FX EAM Module Setup > Define Custom Settings.

    PM Status:

    Select the status of the PM Route

    Draft:

    PM Route design in progress; Work Orders not generated

    Active:

    Currently generating work orders

    Inactive:

    PM Route not currently in use

    • Default Account Assignment (Optional): 3rd party vendor or contractor that performs the work

    • Default Work Order Owner: Select the User or Group to assign to the Work Order

    You should assign this PM Route status to a Group.

  3. Make the following entries in Route Dates:

    Entry Description / Option

    Release Window:

    Number of days in advance of the Due Date to release the Work Order

    PM Due Date Override:

    Use to specify a date to generate the Route’s Work Orders, such as to avoid a holiday

    This field is automatically cleared the next time the Work Orders generate to resume the schedule.

    End Date:

    Date after which Work Orders should no longer generate

  4. Make the following entries in Route Scheduling:

    Entry Description / Option

    Calendar Interval:

    Number of intervals to wait between generated Work Orders

    Calendar Interval UOM:

    Select Days, Weeks, or Months

    AutoRelease:

    Select to have FX EAM automatically release the Work Orders or leave deselected to manually release the Work Orders

    Floating Interval:

    Select to use the last Work Order’s completion date to determine the next Due Date, otherwise FX EAM uses the last Due Date to determine the next Due Date

    New Work Order Status:

    Select the status to use for the generated Work Orders, either In Planning or Ready to Schedule

  5. Click Save or Save & New

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Add Route Stops

  1. From the PM Route, selected Route Stops from either the Quick Links or the Related tab, then click New.

  2. Make the following entries:

    Entry Description / Option

    PM Route:

    PM Route for this Route Stop, defaults to the PM Route selected

    Equipment/Asset:

    Equipment on which to perform the work

    Standard Work Task:

    Select the Standard Work Task to use for this Route Stop

    Create a New Standard Work Task from this screen if needed.

    Sequence:

    Order in which to complete the work

    Consider sequencing in increments of 10 to make inserting future additional stops easier.

    Active:

    Select to mark this Route Stop for work on the PM Route or leave deselected to pause work on this Route Stop

    Planned Hours automatically populates from the Standard Work Task selected.

  3. Click Save or Save & New.

    Repeat for as many Route Stops as needed.

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