Editing maintenance plan

This page allows you to edit the maintenance plan that is already created. Tell me more.

Select the “Edit Maintenance Plan” link in the “Select Maintenance Plan For Editing” page. Alternatively, select the hyperlinked plan number in the multiline of the same page.

The “Edit Maintenance Plan” page appears.

Enter the following field if you wish to modify the details of a plan other than the plan selected in the previous page.

Plan No.	The number of the plan that you wish to modify (Alphanumeric, 18).
	Press <Enter>. The system retrieves the details of the plan. The description of the plan is retrieved alongside Enter the modified description (Alphanumeric, 150).
	Zoom facility available

Enter the following fields if you wish to modify the details of the plan.

Default Warehouse	The warehouse that must be considered as the default warehouse for all the work orders that are created from the plan (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.
Plan Type	Use the drop-down list box to modify the type of the plan. The system lists all the plan types that have been defined in the “Define Plan Types” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify any plan type. You cannot modify this field if the plan is in the “Confirmed” status.
Plan Category	Use the drop-down list box to modify the category of the plan. The system lists all the plan categories that have been defined in the “Define Plan Categories” activity and are in the “Active” status. Leave the field blank, if you do not wish to specify any plan category. You cannot modify this field if the plan is in the “Confirmed” status.

The system displays the following fields:

Plan Status	The status of the plan, which can be “Fresh” or “Confirmed”.
Plan Sch. Start Date	The date on which the plan was scheduled to start.
Est. Duration (Hrs.)	The number of hours required for the completion of the plan.
Plan Sch. End Date	The date on which the plan was scheduled to end.

Enter the following fields:

Cost Type	Use the drop-down list box to modify the cost type. The system provides the options: “Revenue” and “Capital”. The system displays “Revenue”, by default. You cannot modify this field if the plan is in the “Confirmed” status.
Plan Priority	Use the drop-down list box to modify the plan priority. The system lists all 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 plan priority. The system leaves the field blank, by default.
Remarks	Any additional information about the plan (Alphanumeric, 255).
	Zoom facility available
Apex Loc.	The location to which the costs incurred on the plan must be posted (Alphanumeric, 30). Data entry in this field is mandatory if you are confirming the plan by clicking the “Confirm Plan” pushbutton. Ensure that the location is already defined in the “Create Location” activity of the “Maintenance Organization” business component. This field cannot be modified, once the plan is confirmed. Help facility available.
	The description of the location is displayed alongside.
	Zoom facility available
Work Group	The work group that is responsible for carrying out the plan (Alphanumeric, 30). Data entry in this field is mandatory, if you are confirming the plan by clicking the “Confirm Plan” pushbutton. Ensure that the work group has already been defined in the “Create Work Group” activity of the “Work Group” business component. Help facility available.

Enter the following fields in the “Plan For” multiline. Ensure that at least one row is entered in the multiline.

Maintenance On

Use the drop-down list box to specify whether the plan involves performing tasks on equipment or location. The system provides the options: “Equipment” and “Location”. If you leave the field blank, the system

Fills in this field with “Equipment”, if the code entered in the “Code” field is equipment:

Fills in this field with “Location”, if the code entered in the “Code” field is location.

Help facility available.

The system leaves the field blank, by default.

Code	The equipment or location which is involved in the plan (Alphanumeric, 30).
	If you have specified “Equipment” in the “Maintenance On” drop-down list box, ensure that the code entered here is already 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 code entered here is already defined in the “Create Location” activity of the “Maintenance Organization” business component and is in the “Active” status.
	Also ensure that the code entered here is unique to the multiline.
	Help facility available
	Press <Enter>. The system retrieves “Description” and “No. Of WOs” fields in the multiline.

The system displays the following fields:

Desc.	The description of the equipment or location.
No. Of WOs	The number of work orders that are raised as a part of the plan, for carrying out the tasks for the equipment or location.

Check the box in the “Select” column of the multiline to select the equipment or location from the maintenance plan.
Click the Delete icon in the toolbar above the multiline, to delete the equipment or location selected in the multiline.
Click the “Modify” pushbutton to save the changes that you have made in this page.

To create work orders for the equipment/location

Check the box in the “Select” column of the multiline to select the equipment or location for creating work orders.

Note: Ensure that the tasks or procedures to be performed as a part of the plan are already attached to the equipment or location that you are selecting for creating work orders.

For more details regarding specifying tasks and procedures that must be carried out as a part of the maintenance plan for the equipment or location, refer to the topic “Specifying tasks/procedures to be carried out on equipment/location as a part of the plan”.

Enter the description of the work order in the “WO(s) Desc” field:

WO Desc.	The description of the work order (Alphanumeric, 150). If you leave this field blank, the system creates the work orders with the description that is set in the “Option Settings” activity. If no description is set in the “Option Settings” activity. The system creates work orders without a description
	Zoom facility available

Click the “Create WO” pushbutton to create work order(s) for the selected equipment or location.

The system creates work order for the selected equipment or location based on the following:

Groups all the tasks that must be performed by the same work group and creates a single work order for those tasks
Creates a work order for every procedure that must be performed as a part of the plan on the equipment or location
Creates a work order for all the services that are attached to the equipment or location as a part of the plan

On creation of work orders, the system performs the following:

If the plan is already confirmed,

	the system creates the work orders in the “Scheduled” status
	assigns the “Scheduled” status to the tasks belonging to the work order
	assigns the earliest task start date as the scheduled start date of the work order
	assigns the latest task completion date as the scheduled completion date of the work order
	calculates the difference between the start dates and the completion dates of the work order and assigns it as the work order duration
	the system reserves spare parts for the work order if the automatic reservation of spare parts for a work order on scheduling has been set in the “Option Settings” activity of the “WO Planning and Scheduling” business component.
	records the status change of the work order in history

If the plan is not confirmed,

	the system creates the work orders in the “Fresh” status
	assigns the “Fresh” status to the tasks

To confirm the plan

Click the “Confirm Plan” pushbutton to confirm the plan.

The system performs the following on confirmation of the plan:

Sets the status of the plan as “Confirmed”.
Changes the status of all work orders that have created in the plan to “Scheduled” if they are in the “Fresh”, “Approved”, “Interrupted” or “Deferred” status.

Note: The system also creates clearance request or clearance permits for the work orders based on the option that is set in the “Option Settings” activity of the “Clearance Permit System” business component.

Creates a plan level work order for the apex location of the plan with the work order status as “Scheduled”. The system stores the scheduled start date of the plan as well as for the work orders the must be performed as a part of the plan. These dates are considered as baseline dates which are used later for taking variance reports.
Sets the scheduled start date and completion date of the plan level work order as the scheduled start and the completion dates of the plan.

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

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

Check the box in the “Select” column of the multiline to select the equipment or location for which the work lists must be modified

To proceed, carry out the following

Select the “Work List” link in the bottom of the page to modify the tasks and procedures that are to be carried out as a part of the plan on the equipment/location.
Select the “Transactions” link at the bottom of the page to specify work orders, inspection orders or calibration orders as a part of the plan for the equipment or location.
Select the “Service Contracts” link from the bottom of the page to specify the service list for the plan.

Editing maintenance plan – An overview

This page allows you to edit the maintenance plan that is already created. You can edit the maintenance plan selected in the previous page. Otherwise you can enter a plan directly in this page and edit it. You can edit the following details of the plan:

The description of the plan
The type, category and priority assigned to the plan
The type of the cost that will be incurred on the plan
The apex location to which the cost incurred on the plan would be posted. You can edit the apex location, only when the plan is in the “Fresh” status.
The work group that is responsible for carrying out the plan.
The warehouse that must be used as the default warehouse for all work orders that are created from the plan.
You can also re-define the equipment or location on which activities must be carried out as a part of the plan.

You can confirm the plan in this page. On confirmation, the status of the plan is set as “Confirmed” and a work order is generated at the plan level for the apex location. You can raise purchase requests and service requests only for a plan that is in the “Confirmed” status.

You can create work orders for carrying out the tasks that are included in the plan on the equipment or location. The system creates work orders for equipment or location and sets the status of the work order as “Fresh”. If the plan is in the “Confirmed” status, the system creates work orders in the “Scheduled” status.

What you can do in this page

Confirm the plan

Create work orders

Confirm the plan

You can confirm the plan and baseline the scheduled start dates of the plan for the purpose of taking variance reports.

Click the “Confirm Plan” pushbutton to confirm the plan.

Create work orders

You can create work orders for carrying out the tasks for equipment or location.

Check the box in the “Select” column of the multiline to select the equipment or location for which work orders must be created.
Enter the description of the work order in the “WO(s) Desc” field.
Click the “Create WO(s)” pushbutton to create the work orders.