Adding PM schedules to equipment

View and modify the list of PM schedules for equipment (assets, positions, or systems) on the PM Schedules tab of the respective Equipment form.

Add a new PM schedule to the equipment record, change the due date, deactivate an existing PM schedule, and delete a PM schedule altogether from the list of existing PM schedules for the equipment. When adding a new PM schedule to an equipment record, the Work Order Org. will default to the organization of the equipment if the organization is not common; if the organization is common, you must choose the specific organization for which to generate PM work orders.

PM revision control cannot be active because changing equipment PM schedule relationships demands a new revision of the PM schedule. If PM revision control is active, the PM Schedule page is for informational purposes only.

Note: If you edit the length of a linear equipment record, the system may automatically edit associated PM records when installation parameter PMRVCTRL is set to No. If the new equipment length falls on or within the length of the PM, the system automatically updates the To Point of the PM record based on the new equipment length. If the new equipment length falls outside of the length of the PM, the system does not update the PM record.

To add PM schedules to equipment:

Open the Assets, Positions, or Systems form.
Select the equipment for which to add a PM schedule, and then click the PM Schedules tab.
Click Add PM. The system automatically populates Work Order Org., Department, Location, Loc. Org., Cost Code, Dormant Start, Dormant End, Reuse Dormant Period, and Assigned To if available. The system automatically populates Date of Last Work Orderwith the Due Date of the current work order for the PM. If the work order is a duplicate PM, the system displays the latest date.

Note: If the system does not automatically populate Work Order Org., you must enter a Work Order Org. to activate the other fields on the form.
PM—Enter the PM schedule. The system automatically populates the description, PM Org., Test Point Set, PM Type, Work Order, WO Class, WO Class Org., Supervisor, Meter Interval, and Meter #2 Interval if available.
Department—Enter the department.
Location—Enter the location. The system automatically populates Loc. Org.
Route—Enter the equipment route.
Perform Every—Enter the length of the interval of time to pass before the system generates the next PM routine work order, and then select the unit of measure in the adjacent field.
Due Date—Enter the due date of the first work order.

Note: Each work order determines the due date of the following work order. If you update the Due Date on the PM Schedules page, the system updates the work order Due Date so that this due date is later than the last work order completion date. The system adds the interval to the entered Due Date on the PM Schedules page until a date later than the last completion date is reached. Future due dates are accepted without validation.
Dormant Start—Enter the date on which the dormant period for any PM work orders for the equipment begins.
Dormant End—Enter the date on which the dormant period for any PM work orders for the equipment ends.
Reuse Dormant Period—Select to use the same specified dormant period for any PM work orders for the equipment on a yearly basis. The system automatically updates the specified Dormant Start and Dormant End dates to future dates after the dormant period for the equipment has elapsed. Additionally, the specified dormant period will be the default dormant period for any new PM equipment records.
Test Point Set—Enter the test point set for calibration of the equipment.

Note: If the work order is a calibration work order, the system copies the test points for the specified equipment record to the work order when it is released. The system copies the test points related to the selected Test Point Set.
PM Type—Select one of the following options:
- Fixed—Select to issue the PM based on a fixed schedule, e.g., based on date or reading when the last PM was originally due.
- Variable—Select to issue the PM based on a variable schedule, e.g., based on the date or reading on which the last PM was completed.
- Duplicate—Select to allow multiple PM work orders to be open at the same time.
  Note: Selecting Duplicate as the PM type enables you to create an exception to the rule that a PM equipment may have only one work order for the PM work order at a time.
WO Class—Enter the class of the work order. The system automatically populates WO Class Org.
Cost Code—Enter the cost code associated with the PM.
Assigned To—Enter the person responsible for the equipment.
Supervisor—Enter the supervisor for the equipment.
Date Deactivated—Enter a date beyond which to discontinue generation of future PM Work Orders.
Meter Interval—Enter the length of the interval of time indicating how frequently the PM is to be performed, and then enter the unit of measure for the meter interval.
Meter Due—Enter the reading due value for the first work order.

Note: Each work order determines the due reading of the following work order. If you update Meter Due on the PM Schedules page, the system updates the work order Meter Dueso that this due reading is higher than the reading on the last work order completed. The system adds the interval to the entered Meter Due on the Equipment page until a reading higher than the reading on the last work order completed is reached. Future due readings are accepted without validation.
Meter # 2 Interval—Enter the length of the interval of time indicating how frequently the PM is to be performed, and then enter the unit of measure for the meter interval.
Meter # 2 Due—Enter the reading due value for the first work order.

Note: Specify more than one meter interval for a PM. For example, change the oil in a truck every 3000 miles, according to Meter Interval and change the oil in the same truck after 720 hours of running time according to Meter #2 Interval. You must enter a value for Meter Interval to enter a value for Meter #2 Interval.
Perform On—Enter the week of the month and the day of the week on which to perform the work on the equipment, e.g., 2nd Tuesday of the month due. Select Last to handle scenarios in which there are five weeks in a month. The system sets the due date to the last week of the month.

Note: Perform On is only available for duplicate PMs, and is not available for daily or weekly frequencies.
Enter Linear Reference Details. See Defining standard work order headers.
Click Submit.