Viewing preventive maintenance template

View PM Template

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

Select the “View PM Template” link from the “Select PM Template” page. Alternatively, select the hyperlinked preventive maintenance template in the multiline of the same page.

The “View PM Template” page appears.

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

PM Template	The preventive maintenance template to be viewed (Alphanumeric, 18).
	Press <Enter>. The description of the preventive maintenance template is displayed alongside.
	Zoom facility available
	Press <Enter>.
The system displays the following fields of the preventive maintenance template:
Status	The status of the preventive maintenance template which can be “Active” or “Inactive”.
Item	The number of the item for which preventive maintenance template is created.
Variant	The variant of the item.
Eqp. Group	The equipment group of the equipment for which the template is raised.
Task/Proc.	Indicates whether a task or a procedure must be carried out as a part of the preventive maintenance.
Code	The task or the procedure that is performed as a part of the preventive maintenance.
	The description of the task or procedure is displayed alongside.
Location Group	The location group of the locations for which the template is created.
PM Type	The type of the preventive maintenance schedule.
Lead Time For WO Generation (Days)	The number of days required for planning the resources for the work order that are created for carrying out preventive maintenance.
Execution Agency	The agency that must execute the preventive maintenance. The system displays “Internal” or “External”.

The system displays the following fields in the “WO Information” group box:

WO Type	The type of the work order that is raised for carrying out the preventive maintenance.
WO Status	The status of the work order, which can be “Fresh”, “WaitAppr”, “Approved” and “Scheduled”.
WO Priority	The priority of the work order.
Work Group	The work group that is responsible for carrying out the work order
Duration (Hrs.)	The number of hours required for the execution of the work order
Eqp. Condition	The condition of the equipment based on which the preventive maintenance must be carried out. The system displays any one of the following:
	Online – Indicates that the task can be performed on the equipment when the equipment is in operation.
	Offline – Indicates that the task must performed on the equipment when the equipment is not in operation, or is in the “Down” state.
	Not Applicable – Indicates that the task can be performed on equipment when it is either offline or online. Also indicates that the task can be performed on a location.
WO Category	The category of the work order.
Warehouse	The warehouse of the spare parts, that will be defaulted to the work orders that have been created for preventive maintenance.
Item Status	The status of the item, which belongs to the warehouse.
Clearance	Indicates whether clearance from specific authorities is required for carrying out the preventive maintenance. The system displays “Required” or “Not Required”.
Permit Type	The type of the permit required for carrying out the work order.
The system displays the following fields in the “Record Statistics” group box:
Created By	The login ID of the user who defined the template.
Created Date	The date and time at which the template was defined.
Last Modified By	The login ID of the user who last modified the template.
Last Modified Date	The date and time at which the template was last modified.

To proceed, carry out the following

Select the “Interval Schedule” link at the bottom of the page to view 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 view 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 view the period for which preventive maintenance need not be carried out.
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 that are created from the template.
Select the “Skills Requirement” link from the bottom of the page to view 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 view 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 view the skills that are required for carrying out the preventive maintenance that are created from the template.

Viewing preventive maintenance template – An overview

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

The description of the template
The item and variant of the equipment for which the template is created
The equipment group of the equipment for which the template is created
The location group of the locations for which the template is created
The task or procedure that must be carried out as a part of the preventive maintenance
The status and the type of the template
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 view the following details of the work order 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 from which the items that is 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
The type of the clearance permit that is required for carrying out the work order