Create PM Schedule

What you can do in this page

Prerequisites

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

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.

The “Create PM Schedule” page appears.

PM

The preventive maintenance number that is automatically generated by the system.

 

Enter the description of the preventive maintenance alongside (Alphanumeric, 150).

 

Zoom facility available

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:

 
  • If you have selected “Equipment” in the “PM On” field, ensure that the code entered here is defined as equipment in the “Create Equipment” activity of the “Equipment Induction” business component and is in the “Active” status.

 
  • If you have selected “Location” in the “PM On” field, ensure that the code entered here is defined as a location in the “Create Location” activity of the “Maintenance Organization” business component and is in the “Active” status.

 

Help facility available

 

The description of the equipment or location is displayed alongside.

 

Zoom facility available

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:

 
  • If you have selected “Task” in the “Task/SP” field, ensure that the task is already defined in the “Create Task” activity of the “Task” business component and is in the “Active” status.

 
  • If you have specified “SP” in the “Task/SP” field, ensure that the procedure is already defined in the “Create Procedure ” activity of the “Task” business component and is in the “Active” status.

 

Help facility available

 

The description of the task or procedure is displayed alongside.

 

Zoom facility available

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:

 
  • Internal – Select this option if the agency that must execute the preventive maintenance is within the plant.

 
  • External – Select this option if the agency that must execute the preventive maintenance schedule is an outside agency.

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

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:

 
  • Online – Select this option to indicate that the task to be performed on the equipment when the equipment is in operation.

 
  • Offline – Select this option to indicate that the task to be performed on the equipment when the equipment is not in operation, or is in the “Down” state.

 
  • Not Applicable – Select this option to indicate that this task can be performed on equipment when it is either offline or online. Also select this option if the task is to be performed on a location.

 

The system displays “Not Applicable”, by default.

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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Creating preventive maintenance schedule – An overview

Create PM Schedule - A summary of the activity

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 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.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prerequisites

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What you can do in this page

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.

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.