ppp05 - creating preventive maintenance schedules

Creating Preventive Maintenance Schedules (PPP05)

PMs Procedures and Projects Track

1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following

Member ID PPP_CHECKPOINT Password Checkpoint2014

Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor

Wireless SSID CHECKPOINT Wireless Password CHECKPOINT

Logon Instructions

Presenter Name Ange Garner

Background information

bull Role and expertise at Maintenance Connection

bull Fun Fact

Presenter Bio

Creating PM Schedules Defined

Creating PM Examples

Agenda

Creating PM Schedules Overview

Creating PM Schedules Defined

Created based on organizational need

Add new Asset vs create new schedule

Naming and ID structure should remain consistent

Creating PM Schedules Overview

Flexible schedule configuration options available for Fixed or Floating Schedules

Creating PM Schedules Overview (contrsquod)

Procedures added for tasks estimated costs details and attachments to transfer over to Work Orders

Creating PM Schedules Overview (contrsquod)

Assets added to PM Assets Tab will be used for generation of Work Orders

Creating PM Schedules Overview (contrsquod)

Automation settings are defined to determine automatic generation or notification for manual generation

Creating PM Schedules Overview (contrsquod)

Monthly HVAC

Bi-Monthly and Annual Fire Extinguisher

Quarterly or Every 25000 Miles Brake Inspection

Creating PM Examples

In this example a PM will be created with the following criteria

bull Monthly Schedule

bull Single Procedure

bull All Assets with Classification of HVAC Unit (anywhere in Asset Tree)

bull Automatically generated

Monthly HVAC Example

Details

bull PM ID is HVAC-M

bull Name is HVAC Monthly Check

Monthly HVAC Example (contrsquod)

Schedule

bull Time Based or Meter Based

bull Monthly

bull Every 1 Month(s)

Monthly HVAC Example (contrsquod)

Procedure

bull Created automatically

bull Tasks must be added

Monthly HVAC Example (contrsquod)

Procedure (contrsquod)

bull Link Assets by Class (HVAC Unit)

bull Link All Assets

Monthly HVAC Example (contrsquod)

Assets

bull Root Asset added

bull Set Last Generated date back one month

Monthly HVAC Example (contrsquod)

Automation

bull Automatically generate Work Orders 3 days before PM is due

Monthly HVAC Example (contrsquod)

Work Order is generated

Monthly HVAC Example (contrsquod)

In this example a PM will be created with the following criteria

bull Bi-Monthly Schedule on the 15th

bull Multiple Procedures

bull Extinguisher Assets located in specific rooms in buildings

bull Automatic generation

(Assets with Class auto-added)

Bi-Monthly and Annual Fire Extinguisher Example

Details

bull PM ID is FIREEXTING-BI-M-A

bull Name is Bi-Monthly and Annual Fire Extinguisher Inspection

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

Schedule

bull Time Based or Meter Based

bull Monthly

bull 15th of every 2 month(s)

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

Procedure

bull Pre-created

bull Monthly and Annual Procedure

bull Intervals must be defined

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

Procedure (contrsquod)

bull Tasks will differ for each Procedure

bull Specification will link reading back to Assets

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

Assets

bull Each fire extinguisher Added to schedule

bull Next schedule set for the 15th

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

Automation

bull Auto-generate 10 days before PM is due

bull Add Fire Extinguisher Classification

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

Work Orders are generated

Bi-Monthly and Annual Fire Extinguisher Example (contrsquod)

In this example a PM will be created with the following criteria

bull Quarterly or 25000 miles

bull Single Procedure

bull Delivery Vehicle Assets (two different Classifications)

bull Display notification on home page

Quarterly or Every 25000 Miles Brake Inspection Example

Details

bull PM ID is DELIVERY-BRAKES-Q25000

bull Name is Quarterly or Every 25000 Miles Delivery Vehicle Brake Inspection

Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)

Schedule

bull Time Based and Meter Based

bull Every 3 month(s) or every 25000 Meter 1 Units

Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)

Procedure

bull Pre-created

bull Task linked to a specific Asset Directly

Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)

Assets

bull Use Asset Defaults has been selected

bull No Assets Added (new Assets imported separately and Class Auto-Add will be used to add new Assets to schedule)

Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)

Automation

bull Notification on home page

bull Auto-add Assets with specific Classifications

Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)

Work Orders are generated

Quarterly or Every 25000 Miles Brake Inspection Example (contrsquod)

For access to documentation and tutorials reference wwwmcuserconnectcom

MC User Connect

MCUC Documentation Tutorials Article PDF Video Tutorial

User Guide

Setup Basic PM Schedule

Attach Assets to PM Schedule

Creating PMs

Additional Resources

Did you know you can take a Quiz to test your knowledge of todayrsquos content

bull Check it out on MC User Connect (wwwmcuserconnectcom)

bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes

Test Your Knowledgehellip