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This page allows you to select preventive maintenance schedules and view the dates on which they are due during a specified period. Tell me more.
Select the “Generate PM Forecast” link from the left pane.
The “Generate PM Forecast” page appears.
To search for a preventive maintenance schedule
Enter the following fields in the “Forecast Criteria” group box to search for a preventive maintenance schedule. Data entry in the following fields is optional:
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PM |
The preventive maintenance schedule for which the date on which the preventive maintenance is due must be viewed (Alphanumeric, 18). You can enter the preventive maintenance in full or specify it partially. The system retrieves all preventive maintenance schedules similar to the preventive maintenance entered here. |
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Desc. |
The description of the preventive maintenance schedule (Alphanumeric, 150). You can enter the description in full or specify it partially. The system retrieves all preventive maintenance schedules whose descriptions are similar to the description entered here. |
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PM Type |
Use the drop-down list box to specify the type of the preventive maintenance for which you wish to retrieve the details. The system fills in all preventive maintenance types that have been defined in the “Define PM Types” activity and are in the “Active” and “Inactive” statuses. Leave the field blank to retrieve preventive maintenance schedules irrespective of the type. The system leaves the field blank, by default. |
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PM On |
Use the drop-down list box to specify whether you wish to retrieve preventive maintenance schedules that have been raised on equipment or location. The system provides the options: “Equipment” or “Location”. Leave the field blank, to retrieve preventive maintenance schedules that have been raised on both equipment and location. The system displays “Equipment” by default. |
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Code |
The equipment or location for which preventive maintenance schedule has been raised (Alphanumeric, 30). You can enter the code in full or specify it partially. The system retrieves all preventive maintenance schedules that have been raised on equipment or location similar to the code entered here. |
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Work Group |
The work group that is responsible for carrying out the preventive maintenance (Alphanumeric, 30). You can enter the work group in full or specify it partially. The system retrieves all preventive maintenance schedules, which must be carried out by work groups similar to the work group entered here. |
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Task/Proc. |
Use the drop-down list box to specify the task or procedure, which must be performed as a part of the preventive maintenance. The system provides the options: “Task” or “SP”. Leave the field blank to retrieve preventive maintenance schedules on which tasks and procedures must be performed. The system leaves the field blank, by default. |
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Code |
The task or procedure, which must be performed as a part of the preventive maintenance (Alphanumeric, 30). If you have specified “Task” in the “Task/SP” drop-down list box, ensure that you enter a task in this field. If you have specified “SP” in the drop-down list box, ensure that you enter a procedure in this field. |
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Location |
The location of the equipment on which preventive maintenance must be done (Alphanumeric, 30). You can enter the location in full or specify it partially. The system retrieves all preventive maintenance schedules that can be carried out on equipment whose locations are similar to the location entered here. |
Enter the following fields in the “Forecast Date” field to retrieve the preventive maintenance schedules that are due in a specified period:
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From |
The date starting from which you wish to retrieve the preventive maintenance schedules that are due (Date Format) Mandatory. Ensure that the date entered in this field is later than or equal to the current system date. The system displays the current system date, by default. |
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To |
The date till which you wish to retrieve the preventive maintenance schedules that are due (Date Format) Mandatory. Ensure that the date is later than the date entered in the “From” field. The system displays the current system date, by default. |
Click the “Forecast” pushbutton.
Based on the search criteria entered, the system retrieves all preventive maintenance schedules that are in the “Active” status and which are due to be performed during the specified period in the “Forecast Results” multiline.
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Location |
The location on which preventive maintenance is due to be performed. |
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Eqp. |
The equipment on which preventive maintenance is due to be performed. |
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PM |
The preventive maintenance schedule that is due to be performed during the period specified in the “Forecast Date” field. |
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Desc. |
The description of the preventive maintenance. |
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Next Due Date |
The next date on which the preventive maintenance is due on the equipment/location. |
Refer to the “Working of the system” section if you wish to know more details about how the due dates are calculated for the preventive maintenance schedules.
Enter the following field:
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Forecast Review No. |
A unique identifier of the forecast that must be saved for future reference (Alphanumeric, 18). Data entry in this field is mandatory if you wish to save the details of the forecast that is done. |
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Enter the description of the forecast alongside (Alphanumeric, 150). |
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Zoom facility available |
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The system displays the following field: |
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Forecast Review Date |
The date on which the forecast is done. The system displays the current system date in this field. |
Click the “Save Forecast” pushbutton to save the details of the forecast that is done.
Select the “Spare Parts Requirement” link from the bottom of the page to view the spare parts that are required for carrying out the preventive maintenance.
Select the "Skill Requirement" link from the bottom of the page to review the details of a forecast that is already done.
This section explains with the help of an example the mode of calculation of the due dates of the preventive maintenance schedules.
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Assumption: |
The current date is 03/31/2002 and preventive maintenance work orders are generated till the 04/30/2002. |
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Case |
Example |
Result |
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Extended Date – Not Entered Adjust Next Due Date – Not Applicable Interval Type – Fixed |
Interval – 10 days Initial Date – 4/11/2002 Interval Type – Fixed |
The next due dates for preventive maintenance work orders would be 4/11/2002 and 4/21/2002. |
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Extended Date – Not Entered Adjust Next Due Date – Not Applicable Interval Type – Actual |
Interval – 10 days Initial Date – 4/11/2002 Interval Type – Actual |
The next due dates for preventive maintenance work orders would be 4/11/2002 and 4/21/2002. |
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Extended Date – Entered Adjust Next Due Date – No Interval Type - Fixed |
Interval – 10 days Initial Date – 04/01/2002 Extended Date – 04/05/2002 Interval Type – Fixed |
The next due dates for preventive maintenance work orders would be 4/05/2002, 4/11/2002 and 4/21/2002. |
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Extended Date – Entered Adjust Next Due Date – Yes Interval Type - Fixed |
Interval – 10 days Initial Date – 04/01/2002 Extended Date – 04/05/2002 Interval Type - Fixed |
The next due dates for preventive maintenance work orders would be 04/05/2002, 04/15/2002 and 04/25/2002. |
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Extended Date – Entered Adjust Next Due Date – No Interval Type – Actual |
Interval – 10 days Initial Date – 04/01/2002 Extended Date – 04/05/2002 Interval Type - Actual |
The next due date for preventive maintenance work orders would be 04/05/2002, 04/11/2002 and 04/21/2002. |
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Extended Date – Entered Adjust Next Due Date – Yes Interval Type - Actual |
Interval – 10 days Initial Date – 04/01/2002 Extended Date – 04/05/2002 Interval Type – Actual |
The next due date for preventive maintenance work orders would be 04/05/2002, 04/15/2002 and 04/25/2002. |
Usage-based Interval Schedule
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Case |
Example |
Result |
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Extended Value – Not Entered Adjust Next Due Value – Not Applicable |
Initial Value – 1000 km Interval Value – 2000 km |
The next due values for the preventive maintenance work orders would be 1000 km, 3000 km, 5000 km, 7000 km, 9000 km, 11000 km and 13000 km. |
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Extended Value – Entered Adjust Next Due Value – No |
Initial Value – 1000 km Extended Value – 1200 km Interval Value – 2000 km |
The next due values for preventive maintenance work orders would be 1200 km, 3000 km, 5000 km, 7000 km, 9000 km, 11000 km and 13000 km. |
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Extended Value – Entered Adjust Next Due Value – Yes |
Interval Value – 1000 km Extended Value – 1200 km Interval Value – 2000 km |
The next due values for the preventive maintenance work orders would be 1200 km, 3200 km, 5200 km, 7200 km, 11200 km and 13200 km. |
Calendar-based fixed schedule
In this schedule one preventive maintenance work order is generated for every date that is mentioned in the fixed schedule. For example, if you have specified the dates on which preventive maintenance work must be carried out as 04/01/2002, 04/13/2002, 04/22/2002 and 04/30/2002 the next due dates for preventive maintenance work order will be 04/01/2002, 04/13/2002, 04/22/2002 and 04/30/2002.
Usage-based fixed schedule
In this schedule one preventive maintenance work order is generated for every parameter value that is specified. For example, if you have specified the values at which preventive maintenance work must be carried out as 2000 km, 5000 km and 7000 km, three preventive maintenance work orders are due when the parameter reaches the three values.
Off-Seasonal
Preventive maintenance work orders are not generated for the period that is defined as the Off-Seasonal. A period can be a date range or a range of specific days of a month, which will be recurring in nature. For example, if off-season for a preventive maintenance work is defined from July 10 2001 to September 9 2001, then the preventive maintenance work schedule would not generate the preventive maintenance work order between July 10 2001 and September 9 2001. Off-Season can be defined as from April 1 to t May 31 and as annual recurring, then preventive maintenance work schedule would not generate the preventive maintenance work order between April 1and May 31every year.
Generating preventive maintenance forecast – An overview
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This page allows you to select preventive maintenance schedules and view the dates on which they are due during a specified period. You can select the preventive maintenance schedules by carrying out a search based on the following fields:
The preventive maintenance, its description and type
The equipment or location on which preventive maintenance must be carried out
The work group that is responsible for carrying out the preventive maintenance
The task or procedure that must be performed as a part of preventive maintenance
The location of the equipment on which preventive maintenance must be done
You can then specify the forecast period for which you wish to view the preventive maintenance schedules that are due. Based on the search criteria the system retrieves the preventive maintenance schedules that are due to be performed in the forecast period.
You can also save the details of the forecast that is done for the purpose of review later on. You can save the forecast details by entering a forecast review number and a description. The system saves the forecast details and assigns the current system date as the date on which the forecast was done. .
“Create PM Schedule”
