Preventative Maintenance Schedule Setup

Introduction

Preventative maintenance schedules set the maintenance intervals for equipment and feature criteria that determine when to perform maintenance.

You must add a preventative maintenance schedule for every piece of equipment you need to maintain.

Prerequisites

To set up preventative maintenance schedules, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

  • FX EAM minimum permissions

Add a Preventative Maintenance Schedule

  1. Open the Work Orders tab.

  2. Open a work order template.

  3. Under Preventative Maintenance Schedules, click New Preventative Maintenance Schedule.

    1. Select IsActive.

    2. Complete the following:

      Field Action

      Description

      Enter the reason for the maintenance.

      Equipment

      Select the equipment requiring the maintenance.

      Grouping Operator

      Select:

      • AND to require maintenance if all criteria for the preventative maintenance schedule are met

      • OR to require maintenance if any of the criterion for the preventative maintenance schedule is met

    3. Click Save.

Add Criteria

You can add criteria to a PM Schedule for adding date criteria and adding value criteria.

Example of Add a Date Criterion

Complete the following to schedule an oil change every six months:

  1. Under Preventative Maintenance Criteria, click New Preventative Maintenance Criterion.

  2. Complete the following:

    Field Action

    Effective Date

    Select the date from which to make the criterion valid.

    Expiration Date

    Select the expiration date for the criterion.

    Calendar Interval

    Enter the interval at which to apply the criterion.

    Calendar UOM

    Select the date interval at which to apply the criterion.

    Operator

    Select an operator to specify when to apply the criterion

  3. Click Save & New.

Example of Add a Value Criterion

Complete the following to schedule an oil change every 3000 miles:

  1. Under Preventative Maintenance Criteria, click New Preventative Maintenance Criterion.

  2. Complete the following:

    Field Action

    Effective Date

    Select the date from which to make the criterion valid

    Expiration Date

    Select the expiration date for the criterion

    Operator

    Select an operator to specify when to apply the criterion.

    Target Field

    Enter the API name of the field on which to apply the criterion

    Value

    Enter the value to use for the criterion

  3. Click Save