Editing preventive maintenance template

Edit PM Template

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

Select the "Edit PM Template" link from the "Select PM Template" page. Alternatively, click on the hyperlinked PM template from the multiline of the same page.

The "Edit PM Template" page appears.

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

PM Template	The preventive maintenance template to be edited (Alphanumeric, 18).
	The system retrieves the description of the preventive maintenance template in the edit box alongside, when you press <Enter>. Enter the modified description of the preventive maintenance template (Alphanumeric, 150).
	Zoom facility available
	Press <Enter>.

The system retrieves the details of the preventive maintenance template.

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

Status	Use the drop-down list box to modify the status of the preventive maintenance template. The system provides the options: Active and Inactive. Set the field as Inactive if you do not wish to refer to the preventive maintenance template from other related activities.
Item	The item number of the equipment on which preventive maintenance schedules must be carried out based on the preventive maintenance template (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 raised (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 Task 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.
Location Group	The location group of the locations on which preventive maintenance must be raised (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 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 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, Waitappr, Approved 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 (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 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.
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 of the spare part, 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.
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.

Click the Edit pushbutton to modify the preventive maintenance template.

Note: The system modifies the preventive maintenance template and saves the login ID of the user who modified the template along with the date and time of modification.

The system displays the following fields in the Record Statistics group box:

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

To proceed, carry out the following

Select the "Interval Schedule" link at the bottom of the page to modify the interval schedules that have already been defined for the preventive maintenance template.
Select the "Fixed Schedule" link at the bottom of the page to modify the fixed schedules that have already been defined for the preventive maintenance template.
Select the "Off-Season" link from the bottom of the page to define the period for which preventive maintenance need not be carried out for the template.
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 that are created from the template.
Select the "Skills Requirement" link from the bottom of the page to specify the skills that are required for carrying out the preventive maintenance that are created from the template.
Select the "Tools Requirement" link from the bottom of the page to specify the tools that are required for carrying out the preventive maintenance that are created from the template.
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 that are created from the template.
Select the "Update Associated PM(s)" link from the bottom of the page to update the preventive maintenance schedules based on the changes made to this template.

Editing preventive maintenance template - An overview

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

The description of the template
The item and the variant of the equipment for which preventive maintenance template is raised
The equipment group of the equipment for which preventive maintenance template is raised
The location group of the locations for which preventive maintenance template is raised
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 is 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 of the items that is required for carrying out the work order
The status of the item that is required from the warehouse
Whether clearance from production is required for carrying out the work order
The type of the clearance that is required for carrying out the work order

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.