Editing preventive maintenance schedule

Edit PM Schedule

This page allows you to edit the details of an existing preventive maintenance schedule. Tell me more.

Select the “Edit PM Schedule” link in the “Select PM Schedule” page. Alternatively, select the hyperlinked preventive maintenance schedule in the multiline of the same page.

The “Edit PM Schedule” page appears.

Enter the following field if you wish to edit a preventive maintenance schedule other than the schedule entered in the previous page:

PM	The preventive maintenance to be edited (Alphanumeric, 18).
	The system retrieves the description of the preventive maintenance schedule alongside when you press <Enter>. Enter the modified description of the preventive maintenance schedule (Alphanumeric, 150).
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	Press <Enter>.

The system retrieves the details of the preventive maintenance schedule.

Enter the following fields to modify the details of the preventive maintenance schedule:

Status	Use the drop-down list box to modify the status of the preventive maintenance. The system provides the options: “Active” and “Inactive”. Set the field as “Inactive” if you do not wish to refer to the preventive maintenance from other related activities.
PM On	Use the drop-down list box to specify the maintainable object on which preventive maintenance must be done. The system provides the options: “Equipment” and “Location”.
Code	The identifier of the equipment or location on which preventive maintenance must be done (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.
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	The description of the equipment or location is displayed alongside.
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Note: You cannot modify the “PM On” and “Code” fields if there is any preventive maintenance work order raised for this equipment or location and if the work order is in a status other than “Completed”, “Canceled” and “Closed”. Once the equipment is modified, all the usage-based schedules, defined for the parameters that are not attached to the modified equipment will be deleted.

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.
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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:
	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 “Internal” 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 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 not wish to specify any work order type.
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”.
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.
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.
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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:
	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.
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.
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.
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”.
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 displays the following field:

PM Template	The preventive maintenance template based on which the schedule that is modified is raised.
	The description of the preventive maintenance template is displayed alongside.
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Enter the following field:

Can PM Template Update This?

Use the drop-down list box to specify whether the preventive maintenance schedule can be modified based on any change that has been made on the template from which the schedule has been created. The system provides the options: “Yes” or “No”.

Click the “Edit” pushbutton to modify the preventive maintenance schedule.

The system displays the following fields in the “Interval Schedules” group box:

Created By	The login ID of the user who created the preventive maintenance schedule.
Created Date	The date and time at which the preventive maintenance schedule is created.
Last Modified By	The login ID of the user who last modified the preventive maintenance schedule.
Last Modified Date	The date and time at which the preventive maintenance was last modified.

To proceed, carry out the following

Select the “Interval Schedules” link at the bottom of the page to modify the interval schedules that have already been defined for the preventive maintenance.
Select the “Fixed Schedules” link at the bottom of the page to modify the fixed schedules that have already been defined for the preventive maintenance.
Select the “Off-Season” link from the bottom of the page to define the period for which preventive maintenance need not be carried out.
Select the “Dependent PM(s)” link from the bottom of the page to specify the various preventive maintenance schedules that will be due when this preventive maintenance schedule is due.
Select the “Equipment/Location Group” link from the bottom of the page to specify the equipment group and location group on which preventive maintenance schedule must be raised.
Select the “Spare Parts Requirement” link from the bottom of the page to specify the spare parts that are required for carrying out the preventive maintenance.
Select the “Skills Requirement” link from the bottom of the page to specify the skills that are required for carrying out the preventive maintenance.
Select the “Tools Requirement” link from the bottom of the page to specify the tools that are required for carrying out the preventive maintenance.
Select the “Other Resources Requirement” link from the bottom of the page to specify the skills that are required for carrying out the preventive maintenance.
Select the “Service Requirement” link from the bottom of the page to specify the service requirements for carrying out the preventive maintenance.

Editing preventive maintenance schedule – An overview

This page allows you to edit the details of an existing preventive maintenance schedule. You can modify the preventive maintenance schedule that is selected from the previous page. You can also directly enter a schedule in this page and edit its details. You can modify the following details of the preventive maintenance schedule:

The description of the schedule
The equipment or location on which the preventive maintenance must be carried out
The task or procedure that must be carried out as a part of the preventive maintenance
The status and the type of the schedule
The planning or the lead-time that is required for the generation of the preventive maintenance work orders
The agency that must perform the preventive maintenance

You can modify the following details of the work orders that are raised for carrying out the preventive maintenance:

The type, priority, category and 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 work order must be performed
The warehouse from which the the items that are required for carrying out the work order are procured
The status of the item that is required from the warehouse
Whether clearance from production is required for carrying out the work order, or not
The type of the clearance that is required for carrying out the work order

You can also modify in this activity the preventive maintenance schedules that have been raised from a preventive maintenance template. You can specify whether the preventive maintenance schedule can be modified based on any change that have been made on the preventive maintenance template.

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

Specify if the preventive maintenance schedule can be updated from the preventive maintenance template

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.

Specify if the preventive maintenance schedule can be updated from the preventive maintenance template

If the preventive maintenance schedule has been created from a preventive maintenance template, you can specify in this page if the preventive maintenance schedule can be updated to reflect the changes made in the preventive maintenance template.

Set the “Can PM Template Update This?” field as “Yes” if the preventive maintenance schedule must be updated based on the template.
Set the “Can PM Template Update This?” field as “No” if the preventive maintenance schedule must not be updated based on the template.