Creating maintenance patterns

A maintenance pattern is a schedule of predefined jobs used to perform a preventive maintenance cycle. A maintenance pattern tells how the system should generate work orders for the maintenance pattern, and whether the resulting PM work order generation is based primarily on a time interval (weekly, monthly, annually), or on a meter interval (ex. 3000 miles) or both.

To create maintenance patterns:

  1. Open the Maintenance Pattern form.
  2. Click New Record.
  3. Organization—Enter the organization of the maintenance pattern.
  4. Maintenance Pattern—Enter a unique code identifying the maintenance pattern, and then enter a description of the maintenance pattern in the adjacent field.
  5. Type—Select the maintenance pattern type.
  6. Class—Enter the maintenance pattern class.
    The system automatically populates Class Org.
  7. Meter #1 UOM—Enter the unit of measure for meter #1 for the maintenance pattern.
  8. Meter #1 Releases Use—Select the release method for which Meter #1 uses to trigger the release of work orders.
  9. Meter #2 UOM—Enter the unit of measure for meter #2 for the maintenance pattern.
  10. Meter #2 Releases Use—Select the release method for which Meter #2 uses to trigger the release of work orders.
  11. Pattern Start Date—Enter the start date for the maintenance pattern.
  12. Supervisor—Enter the supervisor for the maintenance pattern.
  13. Click Save Record.
    The system automatically populates Created By and Date Created.
    Note: To copy the maintenance pattern, right-click and click Copy Maintenance Pattern.