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Revision as of 15:16, 24 March 2016
Contents
Standard Jobs
Frequently recurring work, (i.e. planned maintenance work), can be defined as a Standard Job. These are created without being associated to equipment but have default information and default tasks.
Standard Jobs can then used to create Reactive Work Orders or can be scheduled to create Planned Preventative Maintenance (PPM) Work Orders. For details on how to schedule a Standard Job, please refer to the Planned Maintenance Work section of this document.
Enquiring on Standard Jobs
Work Order Standard Jobs can be viewed via two methods:
Work Order Standard Jobs Scan List
Work Order Standard Jobs by Asset Group Tree View
Standard Jobs Scan Form
Accessed from PPM Schedules >> Standard Jobs
Selecting the Standard Jobs menu option will open the Work Order Standard Jobs scan form.
Standard Jobs by Asset Group
Accessed from PPM Schedules >> Standard Jobs By Asset Group
Selecting the Standard Jobs by Asset Group menu option will open the Standard Jobs By Asset Group Tree View form. This details all Work order Standard Jobs, grouped by Asset Group:
Creating Standard Jobs
A new Standard Job can be created by selecting Add New from either the Standard Jobs scan form or Tree view.
All values input into the Standard Job will be the default values of any work order that are generated from it. The values on the generated work order will be adjustable.
Standard Job Code
The standard job code allows input of a free entry text code.
Description
The description allows for much fuller detail to be added about the work order.
Asset Group
This field is to be used to group types of work order templates together to ease locating the correct record.
Job Type
This is a mandatory field. It will be populated from the Work Order Types in Standing Data.
Initial Status
This drop down list is populated from the status codes in Standing Data. This field must be selected to save the record.
Priority
The drop down is populated with priorities from defined within the Standing Data.
Site
The drop down is populated from the available “Sites” in the Equipment Structure.
Last Change Date
This is system populated whenever the record is saved.
Tasks are added in the same way as for a Reactive Work Order.
Planned Crafts
There can be many crafts added to a work order. Select Add from the Crafts grid within the Task form:
Craft
The craft is selected from a drop down list which is populated with the Craft Type list set up in Standing Data.
Resource
Selecting the Resource will not schedule the task. However, this indicated a preferred employee. This will be shown in the scheduler, but it will still be possible to schedule the task to someone else.
The Resource can be entered manually or selected from the help scan.
On click of ‘OK’ on the menu the task craft window is closed and the details displayed in the craft grid in the task window.
Planned Costs Tab
Costs
Miscellaneous projected costs can be entered in this grid. Record a new cost by clicking on Add within the relevant grid.
Creating Work Orders from a Standard Job
Work Orders can be generated from a Standard Job to quickly create common work requests.
Accessed from PPM Schedules >> Standard Jobs
Choose the Standard Job from the list and click on the detail icon.
Click on the Create Work Order button to create a new work order using this template:
All that is required now is to allocate an Equipment Item.
The new work order is treated in the same way as a manually created Work Order. Any information which has been populated from the template can be changed or deleted as appropriate. Additionally, extra information or tasks can be added to the work order.
Planned Maintenance Work Orders (PPMs)
Planned Maintenance Work Orders are initially defined as a Standard Job. The Standard Jobs are then attached to Assets to create Planned Maintenance Schedules which in turn create the Work Order for specified cycles. For details of how to define a Standard Job, please refer to the Work Order Standard Jobs section of this document.
PPM Schedules >> PPM Schedules
To create a PPM schedule, click on Add from the PPM Schedules Scan Form.
PPM Code
A unique identifier for the PPM Schedule; this could be made up as a combination of the EQUIPMENT CODE and the STANDARD JOB CODE. This combination will only appear once in the PPM Schedule file and is thus Unique.
Equipment
This can be selected from the Equipment help scan or it can be input manually. This is a mandatory field. Work Orders cannot be created for equipment Items that have been taken out of service and have been flagged as obsolete
Standard Job
This is the code of the Standard Job that is to be scheduled.
Lead Time
The Lead Time (if any) affects the Created Date of the Work Order. If no Lead time is specified, then the Work Order Creation date will be the same as the Start Date, ie the Work Order will be generated on the date that the Work Order is due to start. Recording a value in this field will allow for a work order to be created a number of days in advance of it being due to be started. In this way the PPM workload for say 2 weeks time can be known.
Store for Parts.
This field indicates which Inventory Store Location holds any of the parts or Kits that may possibly be used when carrying out this PPM.
Schedule based on Completion Date
This option is an extension to the “Suspend if Outstanding Jobs exist” option. When the flag is checked, the job will not be generated when there are any outstanding jobs generated from this PPM and after all those jobs are completed or cancelled, the next event date for the PPM will be set by adding a number of days specified in the schedule definition to the completion/cancellation date of the job which has been completed or cancelled last
Schedule based on Due Date
If this check box is selected, then PPM Work Orders will be generated so that the work order Due Date is constrained by the schedule definition.
For instance, if the schedule is set to run on the 1st March every year, then the PPM Work order will be generated with a Start Date of 1st March. However, if the Schedule Based on Due Date flag is ticked, then the Work Order will be generated with a due date of 1st March.
Suspend if Outstanding Jobs exist
In some cases, it’s not expected that the job is generated based on the defined schedule if there is already a job on the system generated from the same PPM job which has not yet been completed. This can be accomplished by setting this flag to “checked”. In this case, when the job is due to be generated based on the schedule definition there are any outstanding jobs generated from the same PPM, the next job will be generated but the next event date will be recalculated according to the plan. Appropriate message will be added to schedule history.
Schedule Definition
Any Work Order contains three important date values:
Created Date The Work Order record was created on the system
Start Date The date that Work should begin
Due Date The date that the Work Order should be completed
When creating a PPM Schedule, the Due Date is calculated based upon the Priority defined in the Standard Job. Therefore, the Schedule definition dictates the Start Date of a Work Order.
Valid From
Enter the start date of this schedule. This is an optional date however if completed the Valid To date should also be completed. The completion of these 2 dates gives the PPM Schedule a “Finite” live.
Valid To
Enter the date that this schedule will cease to be used. This is an optional date however if completed the Valid From date should also be completed. The completion of these 2 dates gives the PPM Schedule a “Finite” live.
Suspend Start
If the schedule is to be suspended for a period of time within the valid dates then use this field to enter the start date of the suspension period. This is an optional field, however if completed the “Suspend End” should also be completed.
Suspend End
Enter the final date of the suspension period. This is an optional field, however if completed the “Suspend Start” should also be completed.
Suspend Type
Use the dropdown list to select the type of suspend that is taking place. The options in the displayed list can be adjusted through Dictionary File Maintenance.
Next Event Date
The first time the schedule is set up enter the date that should be used as a starting point to calculate the work order generation dates. This field must be populated.
Frequency
Select the cycle frequency from the drop down list. Once selected, the form will be updated to show the required fields for this cycle period.
Scheduling Examples
Every Working Day:
Every month on the 11th for the next 12 months:
Every second Monday of the month:
Fortnightly on a Tuesday:
Every February 10th for the 5 years:
Every other year on the last Friday in December:
On any of the above frequency screens it is possible to “Set Maximum Occurrences”, this has the effect of giving the PPM Schedule a “finite” Life. For example if a job that has a Frequency of every 3 months is given a Maximum Occurrence of 8 then it will be valid for only 2 years.
Relation to Other Schedules
Functionality within PPM Schedules allows for other PPM schedules to be suppressed. For example, a weekly schedule may exist for the servicing of an air conditioning unit. However, when the yearly service schedule is due, the weekly job will be suppressed for that period.
To suppress a scheduled work order, click on the Add button within the ‘Relationship to Other Schedules’ grid:
Related Schedule
This is the schedule to be suppressed. Click on the help icon to the right of this field to open a help form allowing for the selection of the desired schedule.
Action
This field shows the action to be taken on the Related Schedule. This value should be set ‘suppress’, indicating that the selected schedule will be suppressed by the main schedule definition.
Route Sheets
In circumstance where the same task is to be performed on a large number of equipment items, the work to set up work order template schedules for each one could be unacceptable; therefore many equipment items can be added to the schedule through the Route Sheet grid. When the work order is generated this list of items will be included.
Adding route sheet items is the same as in the manual work order creation. Click on Add on the grid to add one item, click on Select from List to add several equipment items at once.
Event Dates
Enter the number of days for the projected view of work order generation.
On entry of data into this field, the Event Dates grid will be populated with the dates that work orders will be generated from this schedule.
History
Shows a standard Scan Form of all open work orders previously generated form this PPM Schedule
Shows in a grid format when Work Orders were generated and if not gives a reason (i.e. Supressed by Father)
Bulk (UN) Suspend
The input suspend data form function allows ppm schedules to be suspended for a specific duration.
PPM Schedules > PPM Schedules
To suspend one or more PPM schedules, select the required schedule in the PPM scheudles grid by clicking on the check box. One or more check boxes can be selected at one time.
Next select the bulk ‘(un) suspend’ option.
This will launch the ‘Input Suspend Data’ form.
Suspend Start Date (Required)
The date that the PPM schedules are to be suspended from
Suspend End Date
The date until which PPM schedules are to be suspended until; This field is optional, leaving it blank will suspend the schedule indefinitely.
Suspend Type
This is an optional filed that allows a reason or type for the suspend action to be selected. It is a selection list that is populated from a dictionary file.
PPM schedule suspension affects both calendar and runtime based schedules. In the case of calendar based schedules the suspend dates on the record will be populate with the selected dates. In the case of runtime the ‘active’ flag is set to no. (Unchecked)
Run Time Maintenance
Run Time facilitates Planned Maintenance of Assets in-line with their Usage rather than in a purely cyclical fashion.
Run Time Maintenance uses Meters to record Readings. These Meters can be 1 of 2 types;
Absolute Value – Used for example as Temperature or Pressure readings
Increasing Value – Used for example as Hours Run or Distance Travelled
Absolute Value provides Simple Condition Monitoring functionality.
For more information on meters please refer to the meters section in the standing data chapter.
Run Time Schedule
As with the Cyclical Planned Maintenance, Run Time Schedules are made up of a Standard Job and a Schedule Record.
The Standard Job is set up in exactly the same way as for the Cyclical Planned Maintenance.
PPM Schedules >> Add a New Standard Job
Once a Standard Job has been set up it has to be attached to an Asset to create the Schedule. The first part of the setup is, again, as per Cyclical Maintenance
PPM Schedules >> Add New PPM Schedule
To create the Schedule as Run Time, click on Add for “Runtime Schedules”.
Dependant on the Meter Type that is chosen, on this screen, the display is modified slightly.
The following screen is for a NON ABSOLUTE (INCREASING VALUE) Meter.
The following screen is for an ABSOLUTE Meter.
Common meter fields
The following fields are standard to either type of meter.
RT Description
Free format text field to describe this Run Time Schedule.
Active
Indicates if this is an Active Schedule Active (ticked) is the Default.
Reading Point
Identifies the Reading Point, set up earlier
Meter Type
Identifies the Meter Type associated with the Reading Point. The Meter Type determines which version of the screen is displayed.
Last Trigger Value
Has to be set to last value used to trigger the Run Time Schedule In the case of a new Meter /Asset this would normally set to 0.
Last Trigger Date
Set to the date of the Last Trigger Value. In the case of a new Meter /Asset this would normally set to the Installation Date.
Non absolute (Increasing value) specific meter fields
Life Time (Total Value)
Accumulates total of all values recorded via the Reading Point. For new Runtime definition it should equal associated Reading Point Total Value. It still grows even if associated Reading Point is changed.
Interval
This indicates the interval between occurrences of this Schedule
Next Trigger Value
This indicates the value of the Meter Reading that will next trigger the Schedule to generate a Work Order.
Next Trigger Date
This indicates the estimated date, based on previous usage readings, when the Schedule will generate a Work Order. To calculate this value system needs at least two readings for selected Reading Point. Before this no Work Order will be generated.
Daily Average
A system maintained field indicating the Daily Average Usage of the Asset
.
Average Days Cycle
A system maintained field indicating the Average Daily Interval between the generation of Work Orders.
Absolute Meter Specific Fields
Min Value
A minimum value below which the Run Time Schedule will generate a Work Order
Max Value
A maximum value below which the Run Time Schedule will generate a Work Order
Runtime Examples Using Meters
Standard Job (Increasing Value Meter)
Run Time Schedule (Increasing Value Meter).
Standard Job (Absolute Value Meter)
Run Time Schedule (Absolute Value Meter).
Adding Readings
Equipment >> Equipment Reading Points
Absolute Value Run Time Schedule
Click on the New Reading Icon 13x16px to the left of the Reading Point to be used.
Action
This is used to select if it is normal reading, reset of counter or rollover. In case of rollover the usage value is calculated basing on maximum value of reading point counter and is equal to (maximum – last value + current value). Reset action occurs when user needs to set counter to arbitrary value without change to current counter total and usages. In this case user enters last value before reset and new value.
Reading Point
These are auto-populated.
Date of Reading
Defaults to Current Date & Time
Value of Reading
The value of the reading just taken; If this reading is above the maximum or below the minimum of the Run Time Schedule a Work Order will be generated.
Description
Free format text for addition of notes about this Reading.
Job
If this Reading was taken as part of a Work Order instruction then this will be the work order number.
User
Auto-populated field indicating the Logged on User who is completing this reading
