CMMS MPS Role and Expectations

Question 1

What is the Maintenance Planner/Scheduler Role?

Answer 1

The Maintenance Planner/Scheduler role is in support of the CS Asset
Management journey towards a World Class Maintenance organization.

This industry-standard role provides more efficient means of managing facilities maintenance and associated maintenance labor.

Planning and scheduling for all maintenance and operations activities will be conducted using current CMMS system applications and standardized business processes.

Question 2

How do you optimize maintenance inventory?

Answer 2

Optimizes maintenance inventory by balancing work load to labor availability and location, where possible.

Question 3

Who sets up Auto Parts ordering? And from what module are parts associated?

Answer 3

MPS Associate parts as requested for PO Auto ordering activities.

Job Plan Module

Question 4

Who is responsible for training technicians/Ops on the use of Maximo?

Answer 4

MPS trains team members when they are unfamiliar with how to create CMMS work orders.

Question 5

What type of support does the MPS provide to System Engineers for maintenance optimization?

Answer 5

Provides assistance with preventative, predictive, condition-based maintenance optimization. Provides data to systems engineers to aid them with this activity.

Question 6

Should the MPS coordinate with Vendors?

Answer 6

Yes. Coordinates scheduling of planned maintenance with contractors/vendors

Question 7

Name 4 MPS BI indicators that aid in maintenance planning activities?

Answer 7

Key MPS indicators to aid in Planning activities are Maintenance Vitals, Utilization Dashboard (MPS Utilization Dashboard & JP Estimated vs. Actuals) Max Evaluation Tool, Back to the Future, Assignment Change History

Use standardized maintenance indicators to aide in work load adjustments and continually improve our teams asset maintenance program. These indicators are found in MyBI

Question 8

Name 3 MPS BI indicators that aid in maintenance scheduling activities?

Answer 8

Some additional lagging indicators for Scheduling management: MPS Passdown, Open, Closed, and Aging work orders, PMPAS & Work Order Detail, At-Risk PMWOs.

Question 9

If an MPS receives a service request to create new data records (asset, pm, job plan, etc) does that MPS have access to do so in Maximo?

Answer 9

No MPS cannot create new data records in Maximo outside of work orders, They can only update data records; assets, pm job plan route etc.

i. conducts work on Maximo Service Request tickets routed to the MPS for which the MOS has CMMS permissions to complete.
ii. Routes any Maximo Service Request Tickets to CMMS Database Administrator for which the MPS does not have CMMS permissions to complete.

Question 10

How often should an MPS communicate the work schedule?

Answer 10

Communicates the daily maintenance work schedule.

Question 11

In what module does the MPS assign work orders?

Answer 11

Assignment Manager

Scheduling and Assigns work order is conducted in the Assignment Manager, This ensures appropriate technician availability and utilization management and tracking.

Question 12

How does the MPS identify unassigned work in Maximo?

Answer 12

Identify open, unscheduled and or unassigned work by running work order queries in Assignment Manager.

Question 13

An MPS should schedule work based on what factors?

Answer 13

Schedules and assigns work orders based on the work item maintenance window and labor availability.

Question 14

The MPS should try to schedule planned maintenance within what time frame to ensure optimal flexibility for rescheduling?

Answer 14

For unplanned work orders, attempt to schedule within 3 days of user provided Target Start Date.

Question 15

How does an MPS update technician availability?

Answer 15

Update technician availability in Assignment Manager - Modify Availability capability. This ensures utulization indicator data is accurately reflected.

Question 16

When creating an AM (autonomous Maintenance) type work order, why would an MPS add a 2 hr labor line to the applicable job plan?

Answer 16

Where applicable add an additional 2 hour labor line to the appropriate Job Plan used on the daily Operations Technician PM. This additional labor line is intended for the backup Operations Technician who provides coverage during primary Operations Technician meals and breaks.

Question 17

Where should rescheduling and work order change information be recorded?

Answer 17

Use WO Log to document work order changes, rescheduling issues, etc.

Question 18

Who facilitates QMUMs and what are they used for?

Answer 18

Conduct QMUM (Quality Maintenance Update Meetings) with each syste engineer per the QMUM program. MOst importantly, provide quarterly data ahead of schedule and review data with the System Engineer. Log meeting details on the MPS Share Point Site QMUM log.

QMUM - Understand the process

Question 19

What is the minimum frequency that an MPS should run a 12 month PM look ahead?

Answer 19

At a minimum, on an annual basis, run and evaluate a 12 month PM look ahead schedule to effectively match required work in a given tie period to overall available labor hours and or location. Review with system engineer and commit changes to CMMS.

Question 20

Does an MPS have to review estimates vs. actuals data?

Answer 20

Yes, at a minnimum on an annual basis, update Job Plan estimated hours and duration fields based on Estimated Vs. Actual report data.

i. Reminder: If using a MAXE POR job plan, and you need to update the hob plan estimated labor hors/craft/tech quantity you must create site-specific job plan. Do not commit changes to MAXE POR unless applicable for all sites using that Job Plan.

Question 21

The PM Next Due Date and/or Extended date field should be no more than (blank) in advance?

Answer 21

Ensure PM Next Due Date or Extended Date field is populated with a date in the future no more than 2 weeks beyond the Last Start Date + PM Frequency (in days), This will ensure the PM generates a WO within the PM Frequency.

Question 22

What are the three PM queries you have to run each week and which day do you run them?

Answer 22

Run the following three Maximo Preventive Maintenance modules queries every Monday to check for any PM records that did not generate as expected. Reference the CS CMMS Preventive Maintenance Specification for details and how to troubleshoot records in these result sets.

i. PM Extended Date Not Generated
ii. PM Next date Not Generated
iii. PMs with no Next or Extended Date.

Question 23

What tools can an MPS use to ensure PM sequencing is accurate?

Answer 23

Ensure PM Sequencing data is accurate to reflect requested maintenance schedule. Use PM record View Sequence and the Maximo PM Look Ahead Report to check correct sequencing. Provide PM look ahead information to the

Question 24

Should PMs use the Maximo “forecasting” tool?

Answer 24

No. Ensure PM forecast does not exist on that PM record as this can cause PM generation to be other than what is expected.

Question 25

When evaluating maintenance greater than an annual what report and date parameters should the MPS run?

Answer 25

Run 2-5 year PM look ahead schedule in CMMS to evaluate PM schedule and associated Job Plan Accuracy and review with System Engineer for Maintenance program validation.

Question 26

What labor fields does the MPS need to update as needed?

Answer 26

Update Labor record shift, craft, and work site as necessary.

Question 27

Who is responsible supplying new and updated asset information?

Answer 27

Engineers own and are responsible for supplying new and updated information for asset, job plan, and PM records as well as conducting periodic reviews of maintenance records for their system(s).

Question 28

Who is responsible for reviewing all SR attached data prior to routing to the Admin for execution?

Answer 28

MPSs are responsible for reviewing General User Maximo Service Requests and attached validated iAMP files and completing request scope as applicable to the planner role application security permissions. The MPS routes Maximo Service Requests to the Gen Admin with scope for which the MPS does not have CMMS user role permissions to conduct.