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This activity allows you to generate work orders for carrying out preventive maintenance on equipment/location.
Select the “Generate PM Work Order” link from the left pane.
The “Generate PM Work Orders” page appears.
Enter the following fields in the “Search Criteria” group box
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PM |
The preventive maintenance schedule for which work orders must be generated (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 edit the 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 displays “SP”, 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. |
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Eqp. Group |
The equipment group on which preventive maintenance must be carried out belongs (Alphanumeric, 30). You can enter the equipment group in full or specify it partially. The system retrieves the preventive maintenance that must be carried out on the equipment group entered here. |
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Location Group |
The location group on which preventive maintenance must be carried out belongs (Alphanumeric, 30). You can enter the location group in full or specify it partially. The system retrieves the preventive maintenance schedules that must be carried out on the location group similar to the location group entered here. |
Click the “Search” pushbutton.
Based on the search criteria entered, the system retrieves all preventive maintenance schedules that are in the “Active” status in the “Search Results” multiline:
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PM |
The preventive maintenance schedule retrieved by the system. |
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Desc. |
The description of the preventive maintenance. |
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PM Type |
The type of the preventive maintenance. |
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PM On |
The maintainable object on which the preventive maintenance is carried out. The system displays “Equipment” or “Location”. |
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Code |
The identifier of the equipment or location. |
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Work Group |
The work group that is responsible for carrying out the preventive maintenance. |
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Task/Proc. |
Indicates whether a task or standard procedure must be carried out as a part of the preventive maintenance. |
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Code |
The task or procedure that must be carried out as a part of preventive maintenance. |
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Location |
The location of the equipment. |
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Eqp. Group |
The equipment group to which the preventive maintenance belongs. |
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Location Group |
The location group to which the preventive maintenance belongs. |
Enter the following field:
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Generate WO Till (Date)
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The date till which work orders must be generated starting from the current date (Date Format). Mandatory. Ensure that the date entered in this field is not earlier than the current system date. Also ensure that the date entered here is not later than the sum of the current system date and the value entered in the “Max. Planning Horizon (Days) for WO Gen.” field in the “Options Setting” activity. |
Note: For example, if the value entered in the “Max. Planning Horizon (Days) for WO Gen.” field in the “Options Setting” activity is 30 days and the current date is April 11 2002, then the date entered in the “Generate
WO Till (Date)” field should not be later than the May 11 2002.
Check the box in the “Select” column of the multiline to select the preventive maintenance schedules for which work orders must be generated.
Click the “Generate PM WO” pushbutton to generate work orders for carrying out the selected preventive maintenance schedules.
The system generates the work orders for the preventive maintenance schedules.
Refer to the following section if you wish to know the working of the system while generating work orders for 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 |
Preventive maintenance work orders would be generated for 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 |
Preventive maintenance work orders would be generated for 4/11/2002. Subsequent work orders would be generated based on the completion of the work order generated on 4/11/2002. |
Note: If the last preventive maintenance work order were completed on 04/13/2002, then the next work order would be generated for 04/23/2002 (Completion Date + Interval).
If the last work order is not completed even after the lapse of one interval period, the next work order will be generated based on the last work order generation date.
Note: If the Interval Type is “Actual”, the next due date is computed and updated only on the completion of the last preventive maintenance work order.
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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 |
Preventive maintenance work orders would be generated for 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 |
Preventive maintenance work orders would be generated for 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 |
Preventive maintenance work orders would be generated for 04/05/2002. Subsequent work orders would be generated based on the completion of the work order generated for 04/05/2002. |
Note: If the previous preventive maintenance work order is completed on 04/07/2002, the next preventive maintenance work order will be generated for 04/17/2002 (Completion Date + Interval). If the previous preventive maintenance work order was not completed within the lapse of the interval period, the next preventive maintenance work order will be generated for 04/11/2002 (Initial Date +Interval).
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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 |
Preventive maintenance work order would be generated for 04/05/2002. Subsequent work orders would be generated based on the completion of the preventive maintenance work order generated for 04/05/2002. |
Note: If the previous preventive maintenance work order is completed on 04/07/2002, the next work order will be generated for 04/17/2002. If the previous preventive maintenance work order is not completed even after the lapse of one interval period, the next work order will be generated for 04/15/2002 (Extended Date + Interval).
Usage-based Interval Schedule
The manner in which the system calculates the preventive maintenance work orders that are due on the equipment is explained below with the help of an example:
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Daily run hours of equipment |
10 hours |
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Hourly usage of the parameter |
50 km |
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Daily usage is calculated as Daily run hours * Hourly usage of the parameter |
500 km per day |
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Present value of the parameter as on 03/31/2002 |
5000 km |
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Interval for preventive maintenance |
2000 km |
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Parameter value at which preventive maintenance work is first due |
6000 km |
The first preventive maintenance work order will be raised at 6000 km and the date on which the preventive maintenance work order is raised is calculated as follows:
(Next Due Value – Present Value)/ Daily Usage
Applying the example we get,
(6000 – 5000)/500 = 2 days
The first preventive maintenance work order is raised on 03/31/2002 + 2 Days = 04/02/2002.
Subsequent preventive maintenance work orders will be raised on the equipment based on the date of completion of the previous preventive maintenance work order. Assuming that the preventive maintenance work order raised on 04/02/2002 was completed on 04/04/2002 and the parameter value as on 04/04/2002 is 6200 km. The next due value at which preventive maintenance work must be carried out is 6200 + 2000 = 8200 km. The date on which the next preventive maintenance work order is raised is calculated as follows:
(8200 – 6200)/500 = 4 days.
The next preventive maintenance work order will be raised on 04/04/2002 + 4 Days = 04/08/2002
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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 |
Preventive maintenance work orders would be generated for 1000 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 |
Preventive maintenance work order would be generated for 1200 km. |
Note: When the next preventive maintenance work order generation process is run, the system checks if the previous preventive maintenance work order is completed within one interval range. If it is completed at say 1600 km, the next preventive maintenance work order would be generated for 3600 km (1600 km + Interval). If it is not completed, the system generates the next preventive maintenance work order for 3000 km (Initial Value + Interval Value).
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Extended Value – Entered Adjust Next Due Value – Yes |
Interval Value – 1000 km Extended Value – 1200 km Interval Value – 2000 km |
Preventive maintenance work order would be generated for 1200 km. |
Note: When the next preventive maintenance work order generation process is run, the system checks if the previous preventive maintenance work order is completed within one interval range. If it is completed at say, 1600 km, the system generates the next preventive maintenance work order for 3600 km (1600 km + Interval). If it is not completed, the system generates the next preventive maintenance work order for 3200 km (Extended Value + Interval Value).
Execution option for the generation of preventive maintenance work orders
The number of preventive maintenance work orders that are generated for preventive maintenance work depend on the option that the user has selected in the “Interval Schedules” page in the “Create Preventive maintenance work Schedule” and “Edit Preventive maintenance work Schedule” activities.
Calendar and Usage Schedule independently
If you have selected this option one preventive maintenance work order for every schedule is generated.
Calendar or Usage Schedule whichever is earlier
If you have selected this option, only one preventive maintenance work order is generated for either of the calendar-based or usage-based schedules whichever is earlier.
Calendar and whichever earlier in Usage
If you have selected this option, one preventive maintenance work order for the calendar-based schedule and one preventive maintenance work order for the earliest of the usage-based schedules are generated.
Calendar-based fixed schedules
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, four preventive maintenance work orders will be raised for all the specified dates.
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, 7000 km, three preventive maintenance work orders will be raised when the parameter reaches the three values.
Off-Seasonal preventive maintenance work
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 schedule is defined from July 10 2001 to September 9 2001, then 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 May 31also as annual recurring, then the preventive maintenance work schedule would not generate the preventive maintenance work order between April 1 and May 31 every year.
Preventive maintenance work order generation option
Preventive maintenance work orders are generated after taking into consideration the preventive maintenance work order generation option in the “Option Settings” activity. The system considers the option only if the following condition is satisfied:
If there is more than one preventive maintenance work schedule and the following are similar for all the preventive maintenance work schedules:
the equipment on which preventive maintenance work must be performed
the work group that is responsible for carrying out the preventive maintenance work
the next due dates of all the preventive maintenance work schedules
Then, the system generates preventive maintenance work orders based on the following:
If you have selected the option: “Combine Similar Tasks/SPs in One WO”, the system combines all the same tasks and creates one preventive maintenance work order for the same. Separate preventive maintenance work orders are created for each procedure that belongs to the preventive maintenance work.
If you have selected the option: “Combine All Tasks/SPs in One WO” the system combines al the tasks in all the preventive maintenance work schedules and creates one preventive maintenance work order for the same.
If you have selected the option: ”All Tasks/SPs in Separate WOs”, the system creates preventive maintenance work orders for every task and for every procedure in all the preventive maintenance work schedules.
