Creating preventive maintenance template

Create PM Template

This page allows you to create a preventive maintenance template. Tell me more.

Select the “Create PM Template” link under the “Preventive Maintenance” business component.

The “Create PM Template” page appears.

Enter the following fields:

PM Template	A unique identifier of the preventive maintenance template (Alphanumeric, 18). Mandatory. Ensure that the preventive maintenance template is unique to the multiline.
	Enter the description of the preventive maintenance template alongside (Alphanumeric, 150).
	Zoom facility available
Status	Use the drop-down list box to select the status of the preventive maintenance template. The system provides the options: “Active” and “Inactive”. Set the status as “Inactive”, if you do not wish to refer to the preventive maintenance template from other activities. The system sets the status as “Active”, by default.
Item	The item on which the preventive maintenance must be carried out (Alphanumeric, 32). Help facility available.
Variant	The variant of the item (Alphanumeric, 8).
Eqp. Group	The equipment group of the equipment on which preventive maintenance schedules must be created (Alphanumeric, 30). Ensure that the equipment group is already defined in the “Create User Defined Group” activity of the “Equipment Induction” business component and is in the “Active” status. Help 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”. The system displays “SP” by default.
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.
	The description of the task or procedure is displayed alongside.
Location Group	The location group of the locations on which preventive maintenance schedules must be created (Alphanumeric, 30). Ensure that the location group is already defined in the “Create User Defined Group” activity of the “Maintenance Organization” business component and is in the “Active” status. Help 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.

The system displays “External” by default.

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 with all 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 created for carrying out the preventive maintenance. The system provides the options: “Fresh”, “WaitAppr”, “Approved” 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 (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 (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 is to be performed on the equipment when the equipment is in operation.
	Offline – Select this option to indicate that the task is 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 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 of the spare parts, 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 “Option Setting” 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.
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 template.

Creating preventive maintenance template – An overview

This page allows you to create a preventive maintenance template. You can create the template with a unique code and provide a description and a status for it.

You must specify the item number and the variant of the equipment for which the template is created. You can also create the template for a group of equipment belonging to equipment group and for a group of locations belonging to a location group. You must specify 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 20^th of every month and if a lead-time of 10 days is specified, the work order will be generated on the 10^th 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

The system creates the preventive maintenance template and stores the login ID of the user who created the template along with the date and time at which it was created.

Prerequisites

“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

What you can do in this page

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” if 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 when a work order, based on the preventive maintenance schedule, is generated.