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This page allows you to create a maintenance plan for planning a turn around maintenance in the plant. Tell me more.
Select the “Create Maintenance Plan” link under the “EAM Turnaround Maintenance Plan” business component
The “Create Maintenance Plan” page appears.
Enter the following fields:
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Plan No. |
The identifier of the plan (Alphanumeric, 30) Mandatory. Ensure that the plan number is unique. . |
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Enter the description of the plan in the edit box alongside (Alphanumeric, 150). | |
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Zoom facility available |
The system displays the following field:
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Plan Status |
The status of the plan. The system displays “Fresh”, by default. |
Enter the following fields:
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Plan Sch. Start Date |
The date on which the work on the plan is scheduled to start (Date Format). Mandatory. |
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Cost Type |
Use the drop-down list box to specify the type of the cost to which the expenses incurred on the plan must be posted. The system provides the options: “Revenue” and “Capital”. |
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Plan Type |
Use the drop-down list box to specify the plan type. The system lists all the plan types that have been defined in the “Define Plan Types” activity and is in the “Active” status. Leave the field blank, if you do not wish to specify the plan type. The system leaves the field blank, by default. |
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Est. Duration (Hrs.) |
The number of hours required for the execution of the plan (Decimal). Ensure that the duration is not negative. The system displays “0”, by default. |
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Plan Priority |
Use the drop-down list box to specify the priority or level of importance of the plan. The system lists all the priorities that have been defined in the “Define Priority” activity of the “Maintenance Organization” business component and is in the “Active” status. Leave the field blank, if you do not wish to define a priority. The system leaves the field blank, by default. |
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Plan Category |
Use the drop-down list box to specify the category of the plan. The system lists all the categories that have been defined in the “Define Categories” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify any plan category. The system leaves the field blank, by default. |
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Remarks |
Any additional information about the plan that is created (Alphanumeric, 255). |
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Zoom facility available |
Enter the following field in the “Copy” group box to copy from an existing maintenance plan.
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From Plan |
The plan from which you wish to copy (Alphanumeric, 30). |
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Help facility available |
Click the “Copy” pushbutton.
Note: The system copies the details such as the equipment or location codes that form part of the plan and the tasks, procedures and services that must be performed as a part of the plan.
Enter the following fields in the “Plan For” multiline. Ensure that you enter at least one row in the multiline.
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Maintenance On |
Use the drop-down list box to specify whether activities must be planned for equipment or location. The system provides the options: “Equipment” and “Location”. If you leave the field blank, the system performs the following: |
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Help facility available. |
The system leaves the field blank, by default.
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Code |
The equipment or location for which the activities must be planned (Alphanumeric, 30). If you have specified “Equipment” in the “Maintenance On” field, ensure that the equipment has been defined in the “Create Equipment” activity of the “Equipment Induction” business component and is in the “Active” status. If you have specified “Location” in the “Maintenance On” field, ensure that the location is already defined in the “Create Location” activity and is in the “Active” status. |
Note: Ensure that the “Maintenance On – Code” combination is unique to the multiline.
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Press <Enter>. The system retrieves the “Description” field in the multiline. |
The system displays the following field:
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Desc. |
The description of the equipment or location. |
Check the box in the “Select” column of the multiline to select the equipment or location you wish to delete from the maintenance plan.
Click the Delete icon in the toolbar above the multiline to delete the equipment or location selected in the multiline.
Note : The system deletes the selected equipment or location from the plan along with the tasks, procedures and services attached to it.
Click the “Create” pushbutton.
Note: The system saves the details of the material plan with the details of the equipment or location entered in the multiline.
The system displays the following fields in the “Record Statistics” group box:
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Created By |
The login ID of the user who created the maintenance plan. |
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Created Date |
The date and time at which the maintenance plan was created. |
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Last Modified By |
The login ID of the user who last modified the maintenance plan. |
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Last Modified Date |
The date and time at which the maintenance plan was last modified. |
To proceed, carry out the following
Select the “Work List” link from the bottom of the page to specify the tasks and procedures that must be carried out on equipment/location as a part of the plan.
Creating maintenance plan – An overview
This page allows you to create a maintenance plan for planning a turn around maintenance in the plant. You can create a maintenance plan by specifying a unique code and a description. You can specify the following details for the plan:
The scheduled start date and the completion date of the plan
The type of cost that will be incurred on the plan, which can be “Revenue” or “Capital”
The type, category and the priority of the plan
Duration of the plan
Any additional information about the plan
The equipment and locations on which a job is carried out as a part of the plan
The system creates a plan in the “Fresh” status and stores the login ID of the user who has created the plan along with the date and time at which the plan was created.
Create Equipment activity in the “Equipment Induction” business component
Create Location activity in the “Maintenance Organization” business component
Copy the details from an existing maintenance plan.
Copy the details from an existing maintenance plan.
You can create a maintenance plan by copying the details from an existing maintenance plan.
Enter the maintenance plan from which details must be copied in the “From Plan” field.
Click the “Copy” pushbutton.
The system creates the maintenance plan by copying the details from an existing plan. Details such as the equipment and location codes, and the tasks, procedures and services that must be carried out are copied.
