Preven&veMaintenanceSchedulingWebinar

January28,2016

mike.edwards@assetop&cs.com

678-894-9101(direct)

sommer.washburn@assetop&cs.com678-894-9796(direct)

LearningObjec&ves

•  Learnhowmodelworkordersandworkorderstandardtasksareusedinthepreven&vemaintenanceprocess.

•  Gainanunderstandingofthedifferentpreven&vemaintenanceschedulingprocesses.

•  LearnhowPMDueDatesarecalculatedforeachofthepreven&vemaintenanceschedulingprocesses

•  LearnhowtosetupPMSchedulessothattheycanbepre-assignedtoaspecificuseroraqueue.

Agenda

•  Preven&veMaintenanceProcessOverview•  ModelWorkOrders•  FixedInterval,CalendarBasedPMSchedules•  Floa&ngInterval,CalendarBasedPMSchedules•  MeterBasedPMSchedules•  PMGroupScheduling(HierarchicalPMSchedules)

•  Q&A

PMProcessOverview

•  Theen&rePMprocessisbasedontheautoma&c,ormanual,cloningofaModelWorkOrder(i.e.jobtemplate)thatislinkedtoanAssetTag•  ManuallyreleasefromthePMSchedule

•  Automa&callyreleaseusingscheduledAPEXjobs

ModelWorkOrder

AModelWorkOrderisapreplannedjobconsis&ngof:•  WorkInstruc&ons•  Simple–freeformattextbasedinstruc&onson

theworkorderheader•  Complex–mul&plestandardizedtaskswith

plannedhoursanduniqueinstruc&onsappliedatthecrablevel

•  PlannedParts/Supplies•  Thepartscanbeforreferenceonly,ortheycan

makeinventorycommitments(reserva&ons)

ModelWorkOrders

•  ModelWorkOrderswithmul&pleinterdependenttasks•  ModelWorkOrderswithsingleindependenttasks

TypesofPMSchedules

1.  FixedInterval,CalendarBasedPMSchedules2.  Floa&ngInterval,CalendarBasedPMSchedules3.  MeterBasedPMSchedules4.  PMGroupScheduling(PMHierarchies)AllofthePMscheduletypesallowyoutoop&onallyspecify,inadvance,whotheworkorderisassignedto.

FixedIntervalPM’s

TheDueDatefortheupcomingPMScheduleisderivedbyaddingtheCalendarIntervaltotheDueDatefortheCurrentWorkOrder.

FixedIntervalPM’s

•  Withtheversion2.9releaseofPMGroupSchedules,FixedIntervalCalendarbasedPM’sarebestappliedtodailyandweeklychecklists(<monthly)

Floa&ngIntervalPM’s

TheDueDatefortheupcomingPMScheduleisderivedbyaddingtheCalendarIntervaltotheComple&onDatefortheLastCompletedWorkOrder

Floa&ngIntervalPM’s

•  Floa&ngintervalPM’sareapplicableformostallPMSchedulingneeds(notinterdependent–noparent/child)

MeterBasedPM’s

DueDateisprojectedfromMeterReadings

MeterBasedPM’s

MeterBasedPM’s

•  Therearetwotypesofmeters:1.  Cumula&ve–Thecurrentreadingmustbegreaterthan

thelast(i.e.odometers,hourmeters)2.  Counter–Thecurrentreadingisaddedtoacumula&ve

amount(i.e.dailyproduc&oncounter,amountoffueladdedtoavehicle)

•  MeterBasedPMSchedulingisapplicableforallusagebasedscheduling.

•  MeterReadingsmustbeenteredonarou&nebasis.

PMGroupSchedules

•  PMGroupSchedulesallowyoutonestmul&plemodelworkordersinadependentmonthlyschedule.

•  Thehigherintervalswillsuppressthelower;i.e.a12monthintervalwillsuppressa6whichwillsuppressa3whichwillsuppressa1

•  Youcanspecifyaspecificdayofthemonthoraweek/weekdayuponwhichtheworkordersaredue.

•  Sincethisisfixedintervalscheduling,youcanhavemul&pleworkordersopenatforasinglePMschedule.

PMGroupScheduleDates

Pre-AssigningPM’s

•  ForCalendarFixed,Floa&ngorMeterBasedPMSchedules,specifytheDefaultUserAssignmentonthePMSchedulerecord.WhenthePMWorkOrderiscreated,therecordownerwillbetheDefaultAssignedUser.IftheDefaultAssignedUserisblank,thentheWorkOrderrecordownerwillbethePMSchedulerecordowner.

Pre-AssigningPM’s

•  ForaPMGroupSchedule,theDefaultAssignedUserisonthePMGroupDetailrecord.IftheDefaultAssignedUserisblank,theWorkOrderrecordownerwillbethePMGroupSchedulerecordowner.

•  ToassignworkorderstoaQueue:•  EnabletheQueueonboththeWorkOrderandthePMSchedule

•  MakethePMSchedule/PMGroupSchedulerecordownertheQueue

•  DoNOTenteraDefaultAssignedUser

LearningObjec&ves

•  Learnhowmodelworkordersandworkorderstandardtasksareusedinthepreven&vemaintenanceprocess.

•  Gainanunderstandingofthedifferentpreven&vemaintenanceschedulingprocesses.

•  LearnhowPMDueDatesarecalculatedforeachofthepreven&vemaintenanceschedulingprocesses

•  LearnhowtosetupPMSchedulessothattheycanbepre-assignedtoaspecificuseroraqueue.

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ThiswebinarwillbepostedontheAssetOp&cs

YouTubechannel.