A PM (Preventive Maintenance) Action is a template for creating future work orders, based on certain conditions. One PM action can generate many work orders. There are two kinds of PM Actions: Separate PM Action and Route PM action.
A PM action can have revisions. A PMA revision (PM action revision) lets you make adjustments to the same PM action without having to create new PM actions. A PMA revision that is in use (i.e., a revision where work orders have been generated) can only be updated with restriction. Major changes such as entering new jobs, changing maintenance organization, etc, cannot be performed. When major changes are required, a new PMA revision has to be created.
The status of a PMA revision can be any one of the following:
The status of the PMA revision is changed by using the available right mouse button options. A new PMA revision can be created from a PMA which is in Active or Obsolete status if there is no PMA revision currently in the Preliminary status. It is not possible to change the PMA revision directly from Preliminary to Obsolete status.
All PM actions and revisions are valid from the date of creation to the time period specified in IFS/Application Services by default. However, it is possible to limit (to cap) the effectiveness of individual PMA revisions by providing each PMA revision with a life span of its own. This feature is used when generating PM Plans. The life span of the individual PMA revision should be less than the time period specified in IFS/Application Services for the capping to take place. Note: To generate work orders, a PMA revision must be active and valid. The valid to date of new revision is copied from the latest revision of the PMA and not from the revision from where new revision is created.
It is also possible to connect calendars to PMA revisions. Calendars are defined in IFS/Application Services. When a calendar is connected to a PMA revision, the PM plan will be generated in accordance with the calendar. For more information please refer to the following online help document: PM Plan.
A Separate Preventive Maintenance Action is used for defining a maintenance task for an equipment object, which require material, operations, and tools and facilities in order to be executed properly. The planning of this kind of task is often important, either because of the resource requirements, or because of timing issues, i.e., the PM action must be performed at a certain time in order not to obstruct the production. A Separate PM action can for example be a Monthly inspection, Yearly shutdown, etc.
On a separate PM action you can enter information about the equipment object, action to be taken, maintenance organization responsible for executing the work orders, operation requirements, external costs and expenses, material requirements and tool and facility requirements. Furthermore, you can organize these requirements with the help of jobs. You can also specify generation conditions and connect documents. Additionally, you can plan jobs and related operations on the PM plan of a PMA revision. For more information please refer to the following online help document: PM Plan.
A route consists of a number of Route PM actions. Usually, PM actions that put less demand on preparation and history are collected into a route. The advantage with the route is that the PM tasks on a route are combined into one route work order, ensuring that execution can be done as efficiently as possible. Also, reporting in a route work order is fast and easy. A route can for example be a Lubrication route, where the route PM actions within in the route determines what objects should be lubricated, when, and by which maintenance organization.
On a route PM action you can enter information about equipment object, action to be taken, maintenance organization responsible for executing the task, craft requirements, and material requirements. The material requirements can be organized with the help of jobs. You can also specify generation conditions and connect documents.
To determine whether a task should be a route PM action or a separate PM action, the answers to the following questions may provide some guidance;