Preparing a Separate PM Action—Key Exercises

Basic Data Setup

Maintenance Organization

Purpose: The purpose of this exercise is to show you how to set up the maintenance organization required for the exercise below.

Windows:
Organization Basic Data/Maintenance Organizations

  1. Create a new maintenance organization.

General exercise for Maintenance Organization

Actions

Purpose: The purpose of this exercise is to show you how to set up the actions required for the exercise below. 

Windows:
Maintenance Basic Data/Actions

  1. Create a new action.

General exercise for Actions

Parameters

Purpose: The purpose of this exercise is to show you how to set up the parameters required for the exercise below.

Windows:
Maintenance Basic Data/Parameters

  1. Create a new limit parameter.

General exercise for Parameters

Events

Purpose: The purpose of this exercise is to show you how to set up the events required for the exercise below.

Windows:
Work Order and PM Basic Data/Events

  1. Create a new event.

General exercise for Events

Tools and Facilities Type

Purpose: The purpose of this exercise is to show you how to set up the tools and facilities type required for the exercise below.

Windows:
Tools and Facilities Basic Data/Tools and Facilities Type

  1. Create a new tools and facilities type.

General exercise for Tools and Facilities Type

Tools and Facilities

Purpose: The purpose of this exercise is to show you how to set up the tools and facilities required for the exercise below. 

Windows:
Tools and Facilities Basic Data/Tools and Facilities

  1. Create a new tools and facilities.

General exercise for Tools and Facilities

Connect Tools and Facilities

Purpose: The purpose of this exercise is to show you how to connect tools and facilities required for the exercise below. 

Windows:
Tools and Facilities Basic Data/Connect Tools and Facilities

  1. Create a new connection for tools and facilities.

General exercise for Connect Tools and Facilities

Required Data

Create Equipment Object

Purpose: The purpose of this exercise is to familiarize you with the required data that you need for the exercise below.

Windows:
Functional Object

  1. Create a new functional object (F5).
  2. In the Object ID field, enter XXPM-311-PA-555, where XX represents your initials. In the corresponding Description field, enter Feed Water Pump 555.
  3. Use the List of Values (F8) to select the following object level: Object ID.
  4. Save the new functional object (F12).

General exercise for Create Functional Object

Main Exercise

Purpose: The purpose of this exercise is to show you how to plan and prepare a separate PM action. Separate PM actions are created for more extensive tasks on an equipment object. These tasks might require material, special competence, tools and facilities or proper planning, e.g., a monthly inspection or yearly shutdown.

Windows:
Separate PM Action
Active Work Orders

Prepare Separate PM Action

  1. Open the Separate PM Action window.
  2. Create a new separate PM action (F5).
  3. In the Object ID field, select the object that causes this PM action using the List of Values (F8).
  4. Select the action and maintenance organization using the List of Values (F8).
  5. Save the new separate PM action (F12). The PM action receives a unique PM number.
  6. Click the Prepare tab to prepare this separate PM action further. If you already know the type of operation, you can choose a standard job on which operation and material is already planned. If not, you should prepare the PM action with operation and material requirements.
  7. Click the Operations tab, and create a new record. 
  8. Enter an appropriate operation number. This indicates the order of priority.
  9. In the Craft ID field, use the List of Values (F8) to select the specific role or competency, if any, that will be used to perform the operation.
  10. Save the new row or rows (F12).
  11. Click the Materials tab to prepare the PM action with material requirements.
  12. Create a new record, and select a suitable part number using the List of Values, e.g., 10520001, Single Roller Bearing.
  13. Add additional material records.
  14. Click the Tools and Facilities tab, and create a new record (F5).
  15. Select a tool and facility type using List of Values (F8). It's also possible to enter a tool and facility ID using List of Values (F8).
  16. Enter the quantity and planned hours of the tool/facility that will be used for the PM action.
  17. Save the new row (F12).

Note: Make sure that the part you are using has a sufficient quantity available in the inventory.

Note: If IFS/Service Management is used, you can connect a customer, agreement, and sales part to this separate PM action. By connecting the PM action to an existing customer agreement, the PM action will appear in the customer agreement's Fixed price plan/PM settings tab. If a fixed price is defined on the PM action, a posting line will automatically be created when a work order is created and processed. The fixed price will become the default invoice value, but can be changed manually. 

  1. Click the Customer Information tab.
  2. Use the List of Values to select the following customer: 1000/Customer 1000.
  3. Select the following agreement: TOTAL.
  4. Select the following sales part: 70/Preventive Maintenance Work, and define a fixed price.
  5. Save the new customer information (F12).

Note: Sometimes you need to link one or more permit types to a separate PM action. You can then link any number of permit attributes to each permit type. A common permit type is a safety regulation intended to ensure employee safety. The permits that you link to a PM action are copied to the work orders that are generated from the PM action. They can be printed together with the work order.

  1. Click the Permits tab.
  2. Click New, and select an appropriate permit type using the List of Values (F8).
  3. Save the new row (F12).
  4. To verify the preparation of the separate PM action, you can generate a work order. In the Separate PM Action window in the header, right-click and then click Generate Work Order.

Note: The generation can take a while (up to 30 seconds) since it is a background job.

  1. Click the Maintenance Plan tab, and find information on the generated work order.
  2. Highlight the line with the work order, right-click and then click Prepare Work Order to view the result of the PM action planning.

Note: Now the only thing that remains is the generation. To start the work, you must first set conditions for the generation. The generation can be of three different kinds: calendar-based, event-based, and/or criteria-based (see the PM Generation Criteria— Key Exercises). You can specify multiple generation types for the same PM action. You can also change the control of work order generation for an individual PM action as the need arises. After the generation, you can right-click and then click Report In in the Active Work Orders window to report in the work that was performed on the work order.