Plant Maintenance – Overview of Plant Maintenance (PM)
Purpose
This component contains the functions for Plant Maintenance. Plant Maintenance comprises the following activities:
Inspection of all measures which establish the actual condition of a technical system
Preventive maintenance All measures which maintain the ideal condition of a technical system Repair all measures which restore the ideal condition of a technical
system Other measures taken using the maintenance organization
Integration
Through integration with other modules (for example, Materials Management, Production, Sales and Distribution, Personnel Management, and Controlling) the data is always kept current and processes that are necessary for Plant Maintenance and Customer Service are automatically triggered in other areas (for example, a purchase requisition for non-stock material in the Materials Management/Purchasing area).
1. Technical Objects
Purpose
If maintenance is to be set up properly at a company, it is necessary to structure the existing technical systems on the basis of technical objects.
Advantages of structuring:
The time required for managing the technical objects is reduced. Maintenance processing is simplified.
The time spent entering data during maintenance processing is reduced considerably.
More specific, thorough and faster evaluation of maintenance data
Functional Location
Equipment
2. Preventive Maintenance
Purpose
Preventive maintenance should maintain the high availability of technical systems, for example, production plants, in the long term.
Integration
You can only use this component in conjunction with the following components:
Equipment and/or Functional Locations Maintenance Orders
For performance-based preventive maintenance, you must also select the 'Measuring Points and Counters' component.
Features
You can use this component to:
Store activities to be performed, in the form of maintenance task lists Define the extent of preventive maintenance and inspection work and
when it should be performed at pieces of equipment and functional locations
Define the frequency of recurring maintenance and service tasks, either:
o Time-based or counter-based o Time-based and counter-based
Define the cost-based assignment of preventive maintenance and inspection activities from the start
Make a cost preview of preventive maintenance and inspection work to be performed in the future
Task Lists
Purpose
Maintenance task lists describe a sequence of individual maintenance activities which must be performed repeatedly within a company. Task lists are used to standardize these recurring work sequences and to plan them more effectively. Many manufacturers deliver their technical objects together with maintenance task lists; these task lists are, however, frequently created within the company itself.
Activities for a technical object include for example
Inspections Maintenance
Repairs
Maintenance Planning
Purpose
Ensuring a high availability of objects in the long term is an important part of Plant Maintenance. Planned maintenance is used to avoid system breakdowns or the breakdown of other objects, which - in addition to the repair costs - often result in much higher costs subsequently owing to production breakdown.
There are many benefits in using planned maintenance within your company. It is the generic term for inspections, preventive maintenance and planned repairs, for which the time and scope of the work can be planned in advance.
In addition to internal company aspects for planned maintenance, external factors should also be considered. An increasing number of conditions set by legislative bodies demand more stringent requirements on planned monitoring and maintenance of objects. External requirements can be:
Manufacturer recommendations
The manufacturer of your technical objects may recommend certain procedures to ensure that the objects always function optimally.
Legal requirements
There may be labor protection laws or laws concerning the safety of objects which require you to maintain your technical system on a regular basis.
Environmental requirements
Effective planned maintenance can also help to prevent breakdowns which could lead to environmental hazards.
Another reason for planned maintenance is the need for quality assurance, since, for example, the quality of products manufactured at a technical system is substantially affected by the operating condition of the production plant.
It is also often more cost-effective to maintain objects regularly, and therefore prevent a much more expensive breakdown. You can determine the data required for this using past data supplied by the system.
Integration
The Maintenance Planning component is integrated with the following components and sub-components of the SAP System:
Plant Maintenance application component
Maintenance task lists Maintenance orders Maintenance notifications Work Clearance Management
Customer Service application component
Service orders Service notifications
Materials Management application component
Service procurement Service entry sheets
Quality Management application component
Inspection characteristics Inspection lots
Sales and Distribution application component
Outline agreements
3. Maintenance Processing
Maintenance Notifications
Purpose
You use this application component in maintenance processing in the event of a malfunction or exceptional situation to:
Describe the exceptional technical condition at an object Request the maintenance department to perform a necessary task Document work that has been performed
Maintenance notifications document maintenance tasks completely, and make them available for analysis in the long term. You can use them for preliminary planning and execution of tasks.
Integration
Maintenance processing for unplanned tasks can be divided into the following three major areas:
Description of the object condition
The main element in this area is the maintenance notification. It is used to describe the condition of a technical object or to report a malfunction at a technical object and request that the damage be repaired.
Execution of the maintenance tasks
The main element in this area is the maintenance order. It is used to plan in detail the execution of maintenance tasks, trace the progress of the work performed, and to settle the costs for the maintenance tasks.
Completion of the maintenance tasks
The main element in this area is the maintenance history. It is used to store the most important maintenance data on a long-term basis. You can call up this data at any time for evaluation purposes.
You can use this instrument to process all the tasks that are executed within Plant Maintenance, and operations that do not belong directly to Plant Maintenance, such as investment, modifications, conversions, and so on.
Orders
Purpose
Orders form an important part of the detailed planning of tasks and their accompanying documentation in Plant Maintenance or Customer Service.
A technician on site must execute tasks at a technical object. For this, materials, utilities and staff must be planned and costs estimated. The order supports you with these tasks, since it primarily contains data for planning and executing tasks, which must be performed at the technical object in question.
Implementation Considerations
You can also supplement them with notifications. However, it is not necessary to use notifications in order to use orders.
Integration
The extensive functions available for orders are supplemented through integration with the following application components:
Materials Management (MM)
Representation of all the processes required for the management of parts or materials
Management of repairable spares to be refurbished
a. Order Types
Definition
The order type is a classification characteristic for orders. It consists of control information that is important for managing orders.
The order type is client-based. This means that each order type can be used in all controlling areas.
Use
Order types are primarily used to group orders according to application components. More detailed structuring also considers the realization and subsequent processing options of individual orders.
For example, the following order types are available in the standard system:
PM01 for maintenance orders (PM) PM04 for refurbishment orders (PM)
PM06 for investment orders (PM) SM01 for service orders (CS)
b. Order Processing: Internal Processing
c. Order Processing: External Processing
d. Order Processing: Refurbishment of Repairable Spares
4. Single and Composite Roles in Plant Maintenance
a. Maintenance organization
a.1 Maintenance Manager – Section Head
Tasks
The maintenance manager is responsible for Plant Maintenance, its budget and the costs arising from maintenance activities. The maintenance manager monitors all the maintenance activities in an organization and holds sole responsibility for revisions.
The maintenance manager is responsible for all the employees in the maintenance department. This responsibility includes recruitment decisions and assigning tasks to service providers and suppliers.
The maintenance manager:
Monitors the maintenance budget Decides on the strategies and technologies to be used together with
the plant engineer Analyses the economic viability of the technical systems Draws up statistics and performs analyses (for example, with reference
to breakdowns and costs) Monitors the key performance indicators (KPIs) Draws up cost center reports as well as breakdown and maintenance
statistics Displays notifications, orders, master data, and maintenance plans Holds responsibility for ensuring that laws and regulations are
observed Sets the conditions for external companies
The maintenance manager is directly responsible to the company management.
The maintenance manager is superior to the maintenance engineer, maintenance planner, maintenance supervisor, and technician in the company hierarchy.
a.2 Maintenance Planner - Supervisor
Tasks
The maintenance planner is responsible for planning maintenance tasks based on incoming malfunction reports. The maintenance planner sets up orders, and plans the type, scope, resources, and deadlines of the necessary tasks with regard to operational constraints.
The maintenance planner can also be known as a work scheduler.
The maintenance planner:
Accepts malfunction reports Sets up orders Assigns order-related budgets Plans work, material, deadlines, personnel, and costs, as well as
external services and material Coordinates maintenance activities with Production Approves orders Works out the weekly timetable Draws up long-term planning Monitors the deadlines for notifications, orders, completion
confirmations, and maintenance work Monitors and regulates available capacity, capacity requirements, and
capacity planning for employees in the workshop Plans the structure of revisions (with the maintenance engineer, if
required) Analyses possibilities for reducing order execution times (critical path) Commissions external companies Enters actual times and material consumption, as well as measurement
documents and technical confirmation data
The maintenance planner reports to the maintenance manager.
The maintenance supervisor and technician execute the work planned. The maintenance planner works closely with the maintenance engineer.
a.3 Maintenance Engineer - Foreman
Tasks
The maintenance engineer draws up construction blueprints for technical systems and monitors their construction, functional efficiency, and maintenance. The maintenance engineer is also responsible for entering and managing master data, bills of material, and maintenance plans for these technical systems. The maintenance engineer helps to decide which maintenance procedure is used and supports the maintenance planner with their tasks.
The maintenance engineer:
Plans and monitors new developments and modifications to systems Enters and manages maintenance-related documents Specifies the services to be requested externally and materials for
purchasing Processes vendor quotations Supports the maintenance planner Enters and manages maintenance master data Creates maintenance plans and task lists Performs weak-point analyses
The maintenance engineer reports to the maintenance manager.
The maintenance engineer enters and manages the data, on which the work of the maintenance planner and maintenance supervisor is based. The maintenance manager uses this data to create evaluations and analyses.
a.4 Maintenance Supervisor- Supervisor
Tasks
The maintenance supervisor is responsible for ensuring that maintenance work is executed correctly and on time. As the direct contact person for technicians, external companies, and maintenance planners, the maintenance supervisor oversees the daily work in the workshop. The maintenance supervisor also monitors order-related budget allocations to ensure they are not exceeded and operational regulations in processing.
The maintenance supervisor:
Draws up the daily planning for individual technicians Organizes breakdown maintenance Coordinates absences (for example, absence through illness) Processes notifications and orders Prints and distributes shop papers
Enters actual times and material consumption, as well as measurement documents and technical confirmation data
Ensures that deadlines are met Monitors order-related budget allocations Communicates directly with external companies and accepts their
services Monitors the quality of the work performed
The maintenance supervisor reports to the maintenance planner and maintenance engineer.
The maintenance supervisor oversees the implementation of the weekly timetable drawn up by the maintenance planner.
a.5 Technician – Maintenance Personnel
Tasks
The technician executes the daily maintenance work that is due. The actual job title or description depends on the specific work involved (for example, mechanic or electrician).
The technician:
Display orders (for example, to check the availability of material) Withdraws materials from the warehouse Executes planned and unplanned maintenance work Enters actual data for the work performed Creates new notifications
The technician reports to the maintenance supervisor.
b. Plant Maintenance (PM) – Roles
b.1 Processing of Work Centers
Tasks
This role contains all the functions that you require to process work centers.
Activities in Plant Maintenance (PM)
The following activities are available with this role for processing work centers:
Creating/changing/replacing a work center Creating/changing a hierarchy Creating/changing capacity
Capacity where-used list
b.2 Processing of Functional Location
Tasks
This role contains all the functions that you require to process functional locations.
Activities in Plant Maintenance (PM)
The following activities are available with this role for processing functional locations:
Creating/changing a functional location Data transfer from functional location Taking up data transfer User profile for identification Re-usability of historical labels
b.3 Maintenance Processing
- Notification- Order
- Confirmation/TECO
b.4 Processing of Maintenance Plans and Revisions
Tasks
This role contains all the functions that you require to process maintenance plans and revisions.
Activities in Plant Maintenance (PM)
The following activities are available with this role for processing maintenance plans and revisions:
Creating a maintenance plan (single cycle plan, strategy plan, multiple counter plan)
Changing/deleting a maintenance plan Creating/changing a maintenance item Maintenance plan costing (general, object-related) Processing a maintenance strategy Maintaining a cycle set Processing revisions
c. Information System (PM-IS)
c.1 Performing of Analyses
Tasks
This role contains all the functions that you require to perform analyses.
Activities in Plant Maintenance (PM)
The following activities are available with this role for performing analyses:
Performing analyses (object class, manufacturer, location, planner group, MTTR/MTBR and so on)
Creating/displaying/changing/scheduling a selection version Exception analysis User-defined analysis
c.2 Configuration of Information System
Tasks
This role contains all the functions that you require for configuring the information system.
Activities in Plant Maintenance (PM)
The following activities for configuring the information system are available with this role:
Creating/displaying/changing an evaluation Creating/displaying/changing an evaluation structure Creating/displaying/changing an exception Creating/displaying/changing a grouping Key figure retrieval Scheduling jobs
TRAINING PROPOSAL
TITLE : PLANT MAINTENANCE REFRESHER TRAINING COURSE
OVERVIEW
The training provides maintenance personnel to be well
equipped on SAP 4.7 Plant Maintenance Implementation.
COURSE OBJECTIVES
At the end of the training, the participants should be able to:
1. Understandd the main purpose of SAP PM Implementation
under SAP 4.7 Module
a. Technical Objects
b. Preventive Maintenance
c. Maintenance Processing
d. Single and Composite Roles in Plant Maintenance
2. Conduct Team discussions applicable to existing
Maintenance Procedure
COURSE OUTLINE
I. Plant Maintenance Overview
II. Management of Technical Objects
a. Functional Location
b. Equipment
III. Maintenance Processing
a. Notification
b. Order
c. Completion Confirmation
IV. Preventive Maintenance
1. Maintenance Planning
Maintenance Plans
Scheduling for Maintenance Plans
Maintenance Strategies
Cycle Sets
2. Work Scheduling
Task Lists
V. Single and Composite Roles in Plant Maintenance
Maintenance/Technicians Responsibilities
1. Maintenance organization
a. Maintenance Manager – Section Head
b. Maintenance Planner – Supervisor
c. Maintenance Engineer – Foreman
d. Technician – Maintenance Personnel
2. Plant Maintenance (PM) – Roles
a. Processing of Work Centers
b. Processing of Functional Location
c. Maintenance Processing
d. Processing of Maintenance Plans and Revisions
3. Information System (PM-IS)
a. Performing of Analyses
b. Configuration of Information System
METHODOLOGY
Lecture, Discussion, Presentation
PARTICIPANTS
Maintenance Supervisors & Foremen
DURATION4 hrs Discussion
TRAINER/s
Rolando G. SarmientoPRI-SAP PM Point Person
Requested by:
ROLANDO G.SARMIENTO PRI-SAP PM Point Person
Noted by:
ROLANDO G. GALAO HENRY L. COPAWAYEng’g/Mntce Sr. Manager Facilities manager
Approved by:
LOLVERO R. REUNIR LEA L. MARIANOAVP-Support Services AVP-Operations
IRVING C. GUERERRO ALFRED V. TABLANTEPRI-VP/General Manager SVP-Mnufacturing
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