Scheduling maintenance plan

What you can do in this page

Prerequisites

Unified Glossary

Basics of using a Ramco iEnterprise Series 4.0 Web Page

Using Online Help

This page allow you can schedule a maintenance plan. Tell me more.

The “Schedule Maintenance Plan” page appears.

The system displays the following field:

Plan No.

The number of the plan that must be scheduled.

 

The description of the plan is displayed alongside.

 

Zoom facility available

Code

Use the drop-down list box to select the equipment or location for which you wish to retrieve the tasks and procedures that have been defined as a part of the plan.

 

The description of the equipment or location is retrieved alongside.

 

Zoom facility available

The system displays the following fields:

Maintenance On

Indicates whether the selected code is equipment or location.

Plan Type

The type of the plan.

Plan Category

The category of the plan.

Plan Status

The status of the plan, which can be “Confirmed” or “Closed”.

Plan Sch. Start Date

The scheduled start date of the plan.

Est. Duration (Hrs.)

The estimated duration of the plan in hours.

Plan Sch. End Date

The scheduled end date of the plan.

Plan Priority

The priority of the plan.

Calendar

The calendar of the plan.

Remarks

Any additional information about the plan.

 

Zoom facility available

The system displays the following fields in the “Task/Proc.” multiline. The system retrieves only those tasks and procedures for which work orders have not yet been generated as a part of the plan.

Task/Proc. Code

The task or procedure that must be performed as a part of the plan.

Sch. Start Date

The scheduled start date of the plan.

Time

The scheduled start time of the plan.

Sch. Compl. Date

The scheduled completion date of the plan.

Time

The scheduled completion time of the plan.

Duration

The number of hours required for the completion of the plan.

Work Group

The work group that is responsible for carrying out the plan.

Eqp. / Loc. Cond

The condition of the equipment or location based on which the task must be performed. The system displays “Online”, “Offline” or “Not Applicable”.

 
  • Online – indicates that the task can be performed on the equipment when the equipment is in operation.

 
  • Offline – indicates that the task must be performed on the equipment when the equipment is not in operation, or is in the “Down” state.

 
  • Not Applicable – Indicates that this task can be performed on equipment which is either offline or online.

Task Priority

The priority of the task.

Calendar

The calendar based on which the task must be performed.

Critical?

Indicates whether the task is critical or not.

Desc.

The description of the task or procedure.

Type

The type of the task or procedure.

Remarks

Any additional information about the task or procedure being assigned as a part of the plan.

TP Flag

Indicates whether the code entered in the “Task/Procedure” field is task or procedure.

Ref.

If the task belongs to a procedure, the procedure is displayed here.

To export into Microsoft Project

Note: Before exporting, ensure that a task, procedure or service is defined as a part of the plan.

On exporting the system checks if the plan was already exported to Microsoft Project for scheduling. If the plan has been exported before, the system exports the plan again for scheduling, provided that the option “If A File With The Plan Name Found In MSP” has been set as “Always overwrite the file” in the “Option Setting” activity.

The system exports the following into Microsoft Project for scheduling:

To launch Microsoft Project

To delete the plan details from Microsoft Project

To import from Microsoft Project

Note: You need to click the “Import from MSP” pushbutton only if the option “Option For Data From Proj. Management Application” has been set as “Do Not Update the data directly” in the “Option Settings” activity. If this option has been set as “Update the data directly”, the system imports the scheduled details of the plan directly from Microsoft Project into the application.

Note: Before importing the schedule plan, the system check if the plan has been modified after it has been exported to Microsoft Project. If the plan has been modified, the system imports the scheduled plan only if the “If The Plan Has Been Modified After Exporting” option has been set as “Allow Import of data” in the “Option Settings” activity.

The system imports the following details of the scheduled plan from Microsoft Project to the application:

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re-schedules the work order

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all dates of all the tasks are overwritten by the scheduled dates of the work order

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 increases the scheduling count of the work order

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

Created By

The login ID of the user who scheduled the plan.

Created Date

The date and time at which the plan was scheduled.

Last Modified By

The login ID of the user who last modified the scheduling details.

Last Modified Date

The date and time at which the scheduling details were last modified.

To proceed, carry out the following

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Scheduling maintenance plan – An overview

Schedule Maintenance Plan - A summary of the activity

You can schedule a maintenance plan in this page using Microsoft Project. You can select the equipment or location and retrieve the tasks and procedures that are defined for the equipment/location as a part of the plan. You can then export the tasks and procedures to Microsoft Project and schedule the plan. The system exports the following details of the plan to Microsoft Project:

You can also export the transactions that are defined as a part of the plan to the project management software to schedule the transactions of the plan.

The plan is scheduled in Microsoft Project and the start dates and end dates are fixed for every task, procedure or transaction.

After scheduling, you can import the scheduled details back to the application and view the results of the scheduling.

You can also delete the scheduled details of the plan from Microsoft Project.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prerequisites

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

What you can do in this page

Schedule the maintenance plan including the transactions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Schedule the maintenance plan including the transactions

You can include the transactions that are defined as a part of the plan while scheduling in Microsoft Project.