Adding equipment to maintenance patterns

To add equipment to maintenance patterns:

  1. Open the Maintenance Pattern form.
  2. Select the maintenance pattern for which to add equipment, and then click the Equipment tab.
  3. Click Add Equipment.
  4. Equipment—Enter the equipment to add to the maintenance pattern.
    The system automatically populates the equipment description and Equip. Org., Status, Test Point Set, Dormant Start, Dormant End and Reuse Dormant Period from the selected equipment record.
  5. Test Point Set—Enter the test point set for calibration of the equipment.
  6. Dormant Start—Enter the date on which the dormant period for the PM begins.
  7. Dormant End—Enter the date on which the dormant period for the PM ends.
  8. Reuse Dormant Period—Select to use the same specified dormant period for the PM on a yearly basis.
  9. Date Deactivated—Enter the date after which work order generation stops.
  10. WO Department—Enter the department of the work order.
  11. WO Location—Enter the location of the work order.
    The system automatically populates WO Loc. Org.
  12. WO Cost Code—Enter the cost code of the work order.
  13. WO Assigned To—Enter the person responsible for the work.
  14. WO Assigned By—Enter the person assigning the work.
  15. Work Order Org.—Enter the organization of the work order.
  16. Due Date—Enter the due date of the first work order.
    The system automatically populates Perform After, perform after UOM, and Meter #1 Due Date.
  17. Meter #1 Due—Enter the reading due value for the first meter.
    The system automatically populates Meter #1 Interval, meter #1 UOM, and Meter #2 Due Date.
  18. Meter #2 Due—Enter the reading due value for the second meter.
    The system automatically populates Meter #2 Interval and meter #2 UOM.
  19. Click Submit.
    The system automatically populates Insertion Date.
    Note: If you populate any of the replacement values (e.g., WO Department, WO Location, WO Cost Code, WO Assigned To or WO Assigned By), the system replaces default values from the equipment record when a maintenance pattern work order is created with these replacement values.

    To activate a maintenance pattern for equipment, click Activate MP.

    To deactivate a maintenance pattern for equipment, click Deactivate MP.