Objective 03: Planning and Scheduling Process Flashcards
Why is effective planning and scheduling crucial to the success and efficiency of a maintenance program?
It reduces the number and frequency of maintenance activities, which in turn eliminates delays in the production schedule, and improves task planning
What are the detailed benefits of effective planning and scheduling?
- Reduced downtime and impact on production schedules
- Reduced time required to do the work
- Reduced maintenance costs
- Reduced environmental impact
- Improved regulatory compliance
- Improved utilization of resources
- Improved measurement of maintenance performance
- Improved personnel safety
What are the steps in the basic planning and scheduling process?
- Initiate Work
- Plan Work (and Manage Backlog)
- Schedule Work
- Acquire and Mobilize Resources
- Perform Work
- Finalize Work
In planning and scheduling, how is work usually initiated?
Raising a work request
What are 3 reasons that work would be initiated?
- Preventive Maintenance
- Corrective Maintenance
- Project or Other Work
How is a work request generated for Preventive Maintenance?
- Triggered automatically by a computer system
2. Moves immediately to the planning stage
How is a work request generated for Corrective Maintenance?
- Manual work request is raised by operations, or possibly maintenance or other group that reports failures or identifies unplanned work that needs to be done
- These work requests should be screened and approved before passing to the planning stage
What does Planning Work generally entail?
Identifying required resources
What does Scheduling Work generally entail?
Deciding the most appropriate time for the work to be carried out, thus turning the work request into a work order
What does Acquiring and Mobilizing Resources entail?
- Obtaining parts and materials
- Reserving specialized tools and support equipment
- Identifying who will do the work
- Transporting resources (incl. maintenance staff) to the work location
What does Finalize Work entail?
Documenting the results on the work order and returning tools and support equipment, as well as unused parts and materials, to inventory
What does Manage Backlog entail?
The total amount of work yet to be completed is managed and adjusted in response to changes in priorities, the addition of new corrective work, and other unforeseen factors
What is Maintenance Planning?
The planner identifies all resources that needed to complete the maintenance tasks
What items does Maintenance Planning seek to identify?
- Description of tasks to be performed and their sequence (if important)
- Length of downtime required (equipment, system, or plant)
- Number of staff and hours needed for each type of maintenance trade or specialty
- Types of spare parts and materials and where they are to be sourced (inventory or purchase)
- Specialized tools and support equipment
- Lifting equipment
- Special safety and environmental procedures
- Special maintenance procedures
- External contractors and services
- Financial account codes to which the costs are to be charged
- Cost breakdown and total costs
How are the items identified by the Work Order handled?
They are added to the work order
When does scheduling occur?
After planning is completed
What is scheduling?
Deciding when tasks should be done
What factors determine the actual time it takes to complete a task?
- How urgent the task is
- When the equipment can be shutdown
- When required material resources, e.g. spare parts, can be acquired
- When labour resources are available
What is the planner’s objective in scheduling?
- Making the most efficient use of all resources
2. Reducing downtime by scheduling tasks on the same equipment or system at the same time
Why is Corrective Maintenance a challenge to the scheduling process?
They occur unexpectedly and result in the deferral of preventive maintenance and other planned tasks
What must a planner ascertain about Corrective Maintenance?
Whether it is an emergency and must be responded to immediately or whether it can be deferred until a more appropriate time
Backlog
The list of all maintenance tasks that have been initiated, regardless of the stage they are at
What does an average backlog represent time-wise?
3 weeks of work
When do the most intensive and time-consuming planning and scheduling activities occur?
When there is a major shutdown of a facility (turnaround)
How does scheduling for turnarounds differ from normal?
- More complicated
- A significant number of tasks are done simultaneously
For what does a turnaround require detailed planning and scheduling?
- Meet downtime, cost, and other objectives
- Isolate and deactivate entire systems
- Ensure a proper and safe shutdown
- Manage the special safety procedures required by the amount and type of work
- Ensure safe and timely startup of the plant
