5.2 Master PMs Flashcards
Goal of Preventive Maintenance (PM) module applications
Keep assets running efficiently by managing the work performed on a regular schedule
What do Preventive Maintenance (PM) module applications contain?
Tools to help plan and budget for regular maintenance work
How do Preventive Maintenance (PM) module support their goal?
Planning labor, material, services, and tool needs of the regularly scheduled maintenance and inspection work orders
What are PM records?
templates for work orders that contain job plans, and scheduling information for assets or locations routines
What determines how often work orders are generated from PMs?
schedule
Work Order generation from PM based on (list)
- elapsed time between work orders
- meter units used, or
- both
What is PM information copied to?
other PMs, or
work orders generated by the PM itself
Usage of hierarchical format PM?
created in this format for shutdowns and overhauls
Master PM application usage
create and modify master PMs
define Master PM
template for PM records
Difference in functionality between master PM and PM
A master PM does not generate work orders like regular PMs. Rather, it will generate other PMs
What are the PMs generated by a Master PM called?
Associated PMs
Where are associated PMs managed?
Preventive Maintenance application
Describe creation of PM from Master PM
Information from the Master PM is copied into the newly generated associated PMs
Describe ongoing updates (if any) to PM by Master PM
Master PMs update associated PMs with changes made to the Master PM’s scheduling information
Describe Override Updates from Master PM? checkbox
All new associated PM records will reference the Master PM and by default will accept updates as long as this box is not checked
List the types of PM maintenance schedule
- Time-based
- Meter-based
- Combination
Where can PM maintenance schedule be specified?
master PM record
describe time-based PM maintenance schedule
what is the generation criteria based on?
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)
describe meter-based PM maintenance schedule
what is the generation criteria based on?
work orders are generated based on meter readings
metered asset usage since the target start date or completion date of previous work
describe combination PM maintenance schedule
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.
Describe Extended Date
overrides a PM’s typical next due date for generating PM work orders
When is Extended Date field used?
typically used when it is known that the work cannot be done due to an overlapping event during the scheduled PM next due date
What does Extended Date override, aside from next due date?
seasonal dates of a PM
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?
the entire PM hierarchy generates work orders earlier than the extension date
after all work orders are generated
Which values on a PM are cleared, once the work order is generated from the PM?
Extended Date
Adjusted Next Due Date
What does the Adjusted Next Due Date selection calculate?
What does it calculate when unchecked?
next due date as Extended Date + Frequency
Next Due Date + Frequency
What can disrupt the frequency cycle of a PM?
How does the system mitigate this?
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
How is target finish date calculated when a work order is generated from a PM?
Target Start Date + Job Plan duration
List the master PM capabilities
- 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
Describe how frequency is defined for time-based master PMs
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
Describe how frequency is defined for meter-based master PMs
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
Describe how Extended Dates can enable the next due date to be overridden for associated PMs (setup required on Master PM)
Update Existing PMs must be checked
Describe how work order generation can be specified before their due date
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.
Define alert lead time. How can it be defined via Master PM?
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
How to define what days a work order can be generated?
Seasonal Dates tab / Active Days fields
Update existing PMs Seasonal Dates must be checked
Describe how seasonal dates for work order generation can be defined
specify active months or seasons
Update existing PMs Seasonal Dates must be checked
