This page allows you to create a preventive maintenance schedule for carrying out the preventive maintenance on the equipment or location on the specified dates. Tell me more.
Select the “Create PM Schedule” link under the “Preventive Maintenance” business component.
The “Create PM Schedule” page appears.
Enter the following fields:
PM |
The preventive maintenance number that is automatically generated by the system. |
Enter the description of the preventive maintenance alongside (Alphanumeric, 150). |
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Status |
Use the drop-down list box to select the status of the preventive maintenance. The system provides the options: “Active” or “Inactive”. Set the status as “Inactive”, if you do not wish to refer to the preventive maintenance schedule from other activities. The system sets the status as “Active”, by default. |
PM On |
Use the drop-down list box to specify whether you wish to create the preventive maintenance on equipment or location. The system provides the options: “Equipment” and “Location”. The system displays “Equipment”, by default. |
Code |
The identifier of the equipment or location for which preventive maintenance order is generated (Alphanumeric, 30) Mandatory. Ensure the following: |
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The description of the equipment or location is displayed alongside. |
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Task/Proc. |
Use the drop-down list box to specify whether a task or a procedure must be performed on the equipment or location as preventive maintenance. The system provides the options: “Task” and “SP”. |
Code |
The identifier of the task or the procedure that must be performed (Alphanumeric, 30). Ensure the following: |
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The description of the task or procedure is displayed alongside. |
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PM Type |
Use the drop-down list box to specify the type of the preventive maintenance. The system lists all the preventive maintenance types that have been defined in the “Define PM Types” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify a preventive maintenance type. The system leaves the field blank, by default. |
Lead Time For WO Generation (Days) |
The number of days required for planning the resources for the work order (Decimal). Ensure that the lead-time is not negative. The system displays “0”, by default. |
Execution Agency |
Use the drop-down list box to specify the agency, which must execute the preventive maintenance schedule. The system provides the following options: |
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Enter the following fields in the “WO Information” group box:
WO Type |
Use the drop-down list box to specify the type of the work order. The system fills in this field all the work order types that are defined in the “Define WO Types” activity and are in the “Active” status. Leave the field blank, if you do wish to specify any work order type. The system leaves the field blank, by default. |
WO Status |
Use the drop-down list box to specify the status of the work order that must be created for carrying out the preventive maintenance. The system provides the options: “Fresh” and “Scheduled”. The system displays “Scheduled”, by default. |
WO Priority |
Use the drop-down list box to specify the priority of the work order. The system lists all the priorities that have been defined in the “Define Priority” activity of the “Maintenance Organization” business component and are in the “Active” status. Leave the field blank, if you do not wish to specify any priority. The system leaves the field blank, by default. |
Work Group |
The work group that is responsible for carrying out the preventive maintenance schedule (Alphanumeric, 30). Mandatory. Ensure that the work group is already defined in the “Create Work Group” activity of the “Work Group” business component and is in the “Active” status. |
Help facility available |
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Duration (Hrs.) |
The number of hours required for the execution of the preventive maintenance schedule (Decimal). Ensure that the duration is positive. Also ensure that the duration is not less than the duration of the task or procedure that is specified in the “Task/SP” field. If you leave this field blank, the system considers the duration of the tasks or the procedure that is selected in the “Task/SP” field. |
Eqp. Condition |
Use the drop-down list box to specify the condition of the equipment based on which the preventive maintenance must be carried out. The system provides the following options: |
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The system displays “Not Applicable”, by default. |
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WO Category |
Use the drop-down list box to specify the category of the work order. The system lists all the categories that have been defined in the “Define WO Categories” activity of the “Work Order” business component. Leave the field blank, if you do not wish to specify any work order category. The system leaves the field blank, by default. |
Warehouse |
The warehouse that will be defaulted to the work orders that have been created for preventive maintenance (Alphanumeric, 10). Ensure that the warehouse is already defined in the “Storage Administration” business component of Ramco Corporate Solutions and is in the “Active” status. The system displays by default, the warehouse that has been set in the “Set Option” activity. |
Item Status |
The status of the item which belongs to the warehouse (Alphanumeric, 25). Ensure that the status is defined for the warehouse in the “Item Administration” business component of Ramco Corporate Solutions. |
Clearance |
Use the drop-down list box to specify whether clearance from specific authorities is required for carrying out the preventive maintenance. The system provides the options: “Required” and “Not Required”. The system displays “Not Required”, by default. |
Note. If clearance is required and if the mode of generation of clearance request is set as “Automatic” in the “Option Settings-“ activity of the “Clearance Permit System” business component, the system automatically generates the clearance request on creating the preventive maintenance work order.
Permit Type |
Use the drop-down list box to specify the type of the permit required. The system lists all permit types that have been defined in the “Define Permit Types” activity of the “Clearance Permit” business component and are in the “Active” status. Leave the field blank, if you do not wish to specify any permit type. The system leaves the field blank, by default. |
Click the “Create” pushbutton to create the preventive maintenance schedule.
Creating preventive maintenance schedule – An overview
This page allows you to create a preventive maintenance schedule for carrying out the preventive maintenance on the equipment or location on the specified dates. You can create a preventive maintenance schedule by a unique code and provide a description and a status for it.
You must specify the equipment on which the schedule is created, the task or procedure that must be performed as a part of the schedule, the type of the preventive maintenance and the agency that is responsible for carrying out the preventive maintenance.
You can also specify the planning time for assigning various resources that are required for carrying out the work order as the lead-time for the schedule. When the lead-time is specified, work orders will be generated for the preventive maintenance schedule taking into consideration the planning time that is specified. For example, if the preventive maintenance is due to be performed on the 20th of every month and if a lead-time of 10 days is specified, the work order will be generated on the 10th of every month. The 10 days lead-time will be utilized for planning the resources for carrying out the work order.
You can specify the details of the work order that must be raised for performing the preventive maintenance by specifying the following details:
The type, category and priority of the work order
The status of the work order
The work group that is responsible for carrying out the work order
The number of hours required for carrying out the work order
The condition of the equipment or location based on which the task or procedure must be performed on the work order
The warehouse from where items will be procured for carrying out the work order and the status of the item that is required
Whether clearance is required for carrying out the work order and the type of the clearance permit that will be raised. If clearance is required and if the mode of generation of clearance request is set as “Automatic” in the “Option Settings“ activity of the “Clearance Permit System” business component, the system automatically generates the clearance request on creating the work order.
The system creates the preventive maintenance schedule and stores the login ID of the user who created the schedule along with the date and time at which it was created.
“Create Equipment” under “Equipment Induction” business component
“Create Location” under “Maintenance Organization” business component
“Create Task” or “Create Procedure” under “Task” business component
“Create Work Group” under “Work Group” business component
Specify whether clearance is required or not for carrying out the preventive maintenance
Specify whether clearance is required or not for carrying out the preventive maintenance
You can specify whether clearance from specific authorities is required for carrying out the work order that is raised based on the preventive maintenance schedule.
Set the “Clearance” field as “Required” if clearance is required.
Set the “Clearance” field as “Not Required” is clearance is not required.
If clearance is required, the system automatically generates a clearance request for carrying out the preventive maintenance work order. This is done on the generation of a work order based on the preventive maintenance schedule.