5.2 Master PMs Flashcards

1
Q

Goal of Preventive Maintenance (PM) module applications

A

Keep assets running efficiently by managing the work performed on a regular schedule

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2
Q

What do Preventive Maintenance (PM) module applications contain?

A

Tools to help plan and budget for regular maintenance work

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3
Q

How do Preventive Maintenance (PM) module support their goal?

A

Planning labor, material, services, and tool needs of the regularly scheduled maintenance and inspection work orders

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4
Q

What are PM records?

A

templates for work orders that contain job plans, and scheduling information for assets or locations routines

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5
Q

What determines how often work orders are generated from PMs?

A

schedule

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6
Q

Work Order generation from PM based on (list)

A
  • elapsed time between work orders
  • meter units used, or
  • both
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7
Q

What is PM information copied to?

A

other PMs, or
work orders generated by the PM itself

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8
Q

Usage of hierarchical format PM?

A

created in this format for shutdowns and overhauls

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9
Q

Master PM application usage

A

create and modify master PMs

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10
Q

define Master PM

A

template for PM records

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11
Q

Difference in functionality between master PM and PM

A

A master PM does not generate work orders like regular PMs. Rather, it will generate other PMs

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12
Q

What are the PMs generated by a Master PM called?

A

Associated PMs

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13
Q

Where are associated PMs managed?

A

Preventive Maintenance application

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14
Q

Describe creation of PM from Master PM

A

Information from the Master PM is copied into the newly generated associated PMs

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15
Q

Describe ongoing updates (if any) to PM by Master PM

A

Master PMs update associated PMs with changes made to the Master PM’s scheduling information

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16
Q

Describe Override Updates from Master PM? checkbox

A

All new associated PM records will reference the Master PM and by default will accept updates as long as this box is not checked

17
Q

List the types of PM maintenance schedule

A
  • Time-based
  • Meter-based
  • Combination
18
Q

Where can PM maintenance schedule be specified?

A

master PM record

19
Q

describe time-based PM maintenance schedule

what is the generation criteria based on?

A

Work orders are generated based on a schedule

based on either:
- elapsed time since the target start date (fixed schedule),
- the last completion date (floating schedule)

20
Q

describe meter-based PM maintenance schedule

what is the generation criteria based on?

A

work orders are generated based on meter readings

metered asset usage since the target start date or completion date of previous work

21
Q

describe combination PM maintenance schedule

A

schedule can be configured so that a combination is used. For example, a PM can be scheduled to trigger every six months or 300 hours of usage, whichever comes first.

22
Q

Describe Extended Date

A

overrides a PM’s typical next due date for generating PM work orders

23
Q

When is Extended Date field used?

A

typically used when it is known that the work cannot be done due to an overlapping event during the scheduled PM next due date

24
Q

What does Extended Date override, aside from next due date?

A

seasonal dates of a PM

25
Q

What happens if an extended date is used on a parent PM in a hierarchy and one child PM is due to generate a work order earlier than the extension date?

When are all the extended dates in the hierarchy cleared?

A

the entire PM hierarchy generates work orders earlier than the extension date

after all work orders are generated

26
Q

Which values on a PM are cleared, once the work order is generated from the PM?

A

Extended Date
Adjusted Next Due Date

27
Q

What does the Adjusted Next Due Date selection calculate?

What does it calculate when unchecked?

A

next due date as Extended Date + Frequency

Next Due Date + Frequency

28
Q

What can disrupt the frequency cycle of a PM?

How does the system mitigate this?

A

extended date is later than the calculation of the Next Due Date + Frequency

A warning window will advise that there will be a disruption in the frequency cycle and job plan sequence of the PM

29
Q

How is target finish date calculated when a work order is generated from a PM?

A

Target Start Date + Job Plan duration

30
Q

List the master PM capabilities

A
  • Specifying status of associated PM work orders
  • Define PM frequency
  • Override next due date for associated PMs using Extended Dates
  • Specifying the generation of work orders before their due dates
  • Defining the alert lead time
  • Defining what days a work order can be generated
  • Defining seasonal dates for work order generation
31
Q

Describe how frequency is defined for time-based master PMs

A

o Update Time Based Information in Existing PMs needs to be checked to update associated PMs

o Frequency, Frequency Units, and Alert Lead (Days) fields on the associated PM is updated

32
Q

Describe how frequency is defined for meter-based master PMs

A

o Update Meter Based Information in Existing PMs needs to be checked to update associated PMs

o Frequency, Alert Lead, and Generate WO Ahead By fields are updated on associated PMs

33
Q

Describe how Extended Dates can enable the next due date to be overridden for associated PMs (setup required on Master PM)

A

Update Existing PMs must be checked

34
Q

Describe how work order generation can be specified before their due date

A

o Lead time is the amount of time the work orders are generated from the PMs in advance of their due dates

o Lead Time Active check box and the Lead Time (days) must be specified.

35
Q

Define alert lead time. How can it be defined via Master PM?

A

o Alert lead time is how far in advance an alert is displayed before work orders are generated

o Alert Lead (Days) field in time-based master PMs

o Alert Lead field in the meter-based master PMs

36
Q

How to define what days a work order can be generated?

A

Seasonal Dates tab / Active Days fields

Update existing PMs Seasonal Dates must be checked

37
Q

Describe how seasonal dates for work order generation can be defined

A

specify active months or seasons

Update existing PMs Seasonal Dates must be checked