Create PM Schedule – A summary of the activity

The objective of the maintenance is to bring equipment to a state of –failure-free operation with minimal cost. Different maintenance strategies are proactively deployed to avoid breakdowns, premature equipment malfunctions and to increase response time to recover from failure, in order to effectively improve the efficiency of the plant. For achieving the above objective, preventive maintenance is required.

Preventive maintenance can be defined as the act of keeping equipment or location in satisfactory condition by providing systematic inspection, detection, and correction of incipient failures either before they occur or before they develop into major defects. This can be achieved by having plans/schedules for such equipment or location to carry out standard maintenance activities such as lubrication job, replacement of parts and checking oil levels.

The main objective of preventive maintenance is to reduce the probability of equipment failure and to keep the performance of the system as close to its original level as possible. Preventive maintenance is adopted for that equipment whose failure would result in serious production losses or expensive unforeseen stoppages. This is achieved by having plans/schedules for such equipment to carry out standard maintenance activities.

A preventive maintenance schedule involves defining the preventive maintenance jobs to be performed on each equipment based on various schedules. You can also specify the spare parts, tools, skills and other resources that are required for carrying out the preventive maintenance on the equipment or location as per the schedule.

The schedules for a preventive maintenance job can be based on both date as well as usage of the equipment or facility.

A preventive maintenance schedule can be of two major types, namely “Interval Schedules” and “Fixed Schedules”.

Interval Schedule:

Interval schedules are performed at regular intervals. Based upon the last work order generated, the schedule automatically computes the next due date/value by adding the interval specified.

Interval schedules can be of two types, namely, calendar-based schedule and usage-based schedule.

Calendar-based schedule

Calendar-based interval schedules are performed at certain time intervals (for example in two-week or six-month cycles). These schedules are used when the preventive maintenance must be performed at fixed intervals. For example, if a preventive maintenance must be performed on the tenth day of every month and if this is defined as Calendar-based interval schedule, then a work order will be generated every month with the schedule date for the job as the 10^th of that month.

Calendar-based interval schedules can be of two types:

Fixed Interval - These schedules generate work orders based upon the interval irrespective of the status of the completion of the previously generated work order. In the above example, work order would be generated even if the corresponding preventive maintenance work order of the previous month has not been completed.

Actual Interval -  These schedules generate work orders based upon the interval and the completion date of the previously generated work order from this schedule. In the above example, if a work order has been created for March 10, then the schedule would not create the next work order until the work order is completed. If the work order is completed on March 18, then the schedule will create the next work order scheduled for April 18.

Usage-based Schedule

These schedules are performed when the consumption parameter reaches a specific value based on the interval that is defined. These schedules are used when the preventive maintenance must be performed on a fixed interval value. For example, if a job must be performed after every 1000 kilometers and if this is defined as Usage-based interval schedule, then a work order will be generated after every 10,000 kilometers.

Usage-based interval schedule requires interval, interval unit and the first due value of the parameter to be specified, to generate the work-order. Multiple parameters can be defined with different intervals. Based upon the last work order generated, the schedule automatically computes the next due value by adding the interval specified.

Fixed Schedule:

Fixed schedules are used for carrying out one-time execution of preventive maintenance job on a specific date or parameter value.

Fixed schedules can be of two types:

Calendar-based Schedule

Calendar-based fixed schedules are used for carrying out one-time execution of preventive maintenance on a specific date. Multiple fixed dates can be specified in one preventive maintenance schedule.

Usage-based Schedule

Usage-based fixed schedules are used for carrying out one-time execution of preventive maintenance on a specific parameter value. Multiple values for multiple parameters can be specified in one preventive maintenance schedule.

Getting familiar with the pages inside

What you can do in this activity

Create a preventive maintenance

Define interval schedules for the created preventive maintenance schedule

Define fixed schedules for the preventive maintenance schedule

Define the off-seasonal period

Define dependent preventive maintenance schedules

Define other equipment or location on which preventive maintenance must be carried out

Specify spare part requirements for the preventive maintenance schedule

Specify tool requirements for the preventive maintenance schedule

Specify other resource requirements for the preventive maintenance schedule

Specify skill requirements for the preventive maintenance schedule

Specify service requirements for the preventive maintenance schedule

Create a preventive maintenance

You can create a preventive maintenance schedule for carrying out preventive maintenance on equipment/location.

• Go to the “Create Preventive Maintenance” page.

• Create the preventive maintenance schedule.

Define interval schedules for the created preventive maintenance schedule

You can define the interval schedules for the preventive maintenance schedule that you have already created.

• Go to the “Interval Schedules” page.

• Define interval schedules which can be calendar-based and usage-based.

Define fixed schedules for the preventive maintenance schedule

You can define fixed schedules for the preventive maintenance schedule that you have already created.

• Go to the “Fixed Schedules” page.

• Define fixed schedules which can be calendar-based and usage-based.

Define the off-seasonal period

You can define the period for which preventive maintenance need not be carried out on the equipment/location.

• Go to the “Off-Seasonal” page.

• Specify the period for which preventive maintenance need not be carried out on the equipment/location and whether it should be so every year or for the current year only.

Define dependent preventive maintenance schedules

You can define the dependent preventive maintenance schedules that must be carried out on the execution of the preventive maintenance schedule.

• Go to the “Dependent PM(s)” page.

• Specify the dependent preventive maintenance schedules that must be carried out on  the execution of the preventive maintenance schedule.

Define other equipment or location on which preventive maintenance must be carried out

You can specify the other equipment or location on which the preventive maintenance can be carried out.

• Go to the “Equipment/Location Group” page.

• Specify the other equipment or location on which preventive maintenance must be carried out.

Specify spare part requirements for the preventive maintenance schedule

You can specify the spare parts that are required for carrying out the preventive maintenance work order.

• Go to the “Spare Parts Requirement” page.

• Specify the spare parts that are required for carrying out the preventive maintenance work order.

Specify tool requirements for the preventive maintenance schedule

You can specify the tools that are required for carrying out the preventive maintenance work order.

• Go to the “Tools Requirement” page.

• Specify the tools that are required for carrying out the preventive maintenance work order.

Specify other resource requirements for the preventive maintenance schedule

You can specify the other resources that are required for carrying out the preventive maintenance work order.

• Go to the “Other Resources Requirement” page.

• Specify the other resources that are required for carrying out the preventive maintenance work order.

Specify skill requirements for the preventive maintenance schedule

You can specify the skills that are required for carrying out the preventive maintenance work order.

• Go to the “Skills Requirement” page.

• Specify the skills that are required for carrying out the preventive maintenance work order.

Specify service requirements for the preventive maintenance schedule

You can specify the services that are required for carrying out the preventive maintenance work order.

• Go to the “Service Requirement” page.

• Specify the services that are required for carrying out the preventive maintenance work order.