Create Maintenance Plan – A summary of the activity

This activity allows you to create a maintenance plan for planning the shutdown activities of a plant or a part of the plant, which involves carrying out tasks on various equipment or location or for planning for a project.

Planning broadly consists of the following steps:

• Creating a plan with a unique code and description

• Identifying the equipment and location on which the activities have to be planned

• Identifying the tasks, procedures and services that have to be carried out on the equipment or location.

• Creating work orders for carrying out the tasks, procedures and services included in the plan.

• Attaching the already created work orders, inspection orders and calibration orders, if any, that must be carried out as a part of the plan.

• Planning for the material that is required for the execution of the plan.

You can create a plan with a unique code and identify the various equipment and locations that are involved in the execution of the plan in the “Create Maintenance Plan” page.

Getting familiar with the pages inside

What you can do in this activity

Create maintenance plan

Specify the work list for the plan

Create work orders for carrying out the tasks in the plan

Specify the work orders, inspection orders and calibration orders that must be carried out as a part of the plan.

Plan for material required for the execution of the plan

View the spare parts available for carrying out the plan

View the purchase requests that have been raised from the plan

Specify the service requirements of the plan

Specify the list of items that are required for carrying out the service

Attach item groups to the plan

Define the staggered service schedule for the plan

View the details of the services that are requested for the plan

Creating service requests for the plan

Create maintenance plan

In this activity you can create a maintenance plan for any major project or shutdown.

• Use the “Create Maintenance Plan” page to create the maintenance plan.

Specify the work list for the plan

You can specify the list of tasks, procedures and services that must be carried out as a part of the plan.

• Use the “Work List” page to specify the list of work to be performed.

Create work orders for carrying out the tasks in the plan

You can create work orders for carrying out the plan activities.

• Use the “Work List” page to create work orders.

Specify the work orders, inspection orders and calibration orders that must be carried out as a part of the plan.

Certain work orders, inspection orders or calibration orders can be performed as a part of the plan.

• Use the “Edit Transactions” page to specify the work orders, inspection orders or calibration ordes that must be performed as a part of the plan.

Plan for material required for the execution of the plan

You can plan for the procurement of material that is required for carrying out the plan.

• Use the “Material Planning” page to plan the material that is required for the plan.

View the spare parts available for carrying out the plan

You can view the parts that are required for carrying out the plan as well the spare parts that are available. Based on the requirement and availability, you can raise purchase requests for the parts that are required.

• Use the “Part Availability” page to view the spare parts available for the plan.

View the purchase requests that have been raised from the plan

You can also view the details of purchase requests that have been raised for the procurement of spare parts.

• Use the “View PR Details” page to view the details of the purchase requests that are raised for the procurement of spare parts from this plan.

Specify the service requirements of the plan

You can specify the services that must be outsourced for carrying out the plan.

• Use the “Service List For Plan” page to specify the service requirements of the plan.

Specify the list of items that are required for carrying out the service

You can specify the list of items that must be issued for the service requirements.

• Use the “Specify Issue List” page to specify the item list for the service.

Attach item groups to the plan

You can attach item groups to the plan. The items that belong to this group can be issued for this   plan’s service requirements.

• Use the “Specify Inclusion/Exclusion” page to attach item groups to the plan.

Define the staggered service schedule for the plan

You can specify the service requirements of the plan for specific dates.

• Use the “Staggered Schedule For Services” page to specify the service requirements of the plan for certain dates.

View the details of the services that are requested for the plan

• Use the “Service Request Reference for Plan” page to view the services that are requested for carrying out the plan.

Creating service requests for the plan

You can view the service requirements of the plan as well as the services that are available. Based on the requirement and availability, you can raise service requests for the services that are required.

• Use the “Aggregate Service Requirements in Plan” page to create service requests for the plan.