Defining equipment for PM schedules

Define equipment for PM schedules on the Equipment page of the PM Schedules form.

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 define equipment for PM schedules:

  1. Open the PM Schedules form.
  2. Select the PM schedule for which to define equipment, and then click the Equipment tab.
  3. Click Add Equipment.
    The system automatically populates Equip. Org., Work Order Org., Perform Every, Work Order, WO Class, Supervisor, and Meter Interval.

    The system automatically populates Date of Last Work Order with 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.

  4. Equipment—Enter the equipment for which to define a PM schedule.
    The system automatically populates the equipment description, Department, Cost Code, and Assigned To.
  5. Work Order Org.—Enter the organization to which the work order belongs if you use multi-organization security.
  6. Department—Enter the department of the work order.
  7. Location—Enter the location.
    The system automatically populates Loc. Org.
  8. Route—Enter the route for the PM equipment.
    If the ROUTEEOB installation parameter is set to Y, a Route is specified on the PM schedule, and the PM schedule Type is either Fixed or Variable, then the system will also create MEC work orders for the route equipment (as indicated by the setting of the MEROUTWO installation parameter). The system generates the MEC work orders in addition to the initial PM work order when the PPMSTAT installation parameter is set to R (Released), and the system automatically selects Multiple Equipment on the PM work order header.
    Note: Updating the Route for an existing PM equipment does not affect the creation or deletion of MEC work orders for any existing PM work orders that are pending for the PM equipment.
  9. Perform Every—Enter the length of the interval of time to pass before the system generates the next PM routine work order. You can enter any value between 0 and 99999, and then select the unit of measure in the adjacent field. The unit of measure for the PM period can be days, weeks, months, quarters, or years.
  10. 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 Equipment 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 Equipment page until a date later than the last completion date is reached. Future due dates are accepted without validation.

    After a work order is generated for a PM, the system automatically updates Due Date and Meter Due on the Equipment page of the PM Schedules form to reflect the next anticipated time that the PM will be performed on the associated equipment. The system automatically synchronizes the Due Date on the Work Orders page of the PM Schedules form with a generated work order when a new work order is completed or when the Due Date is updated on a work order, which includes any minor work orders that are awaiting release when a major PM work order is completed.

  11. Dormant Start—Enter the date on which the dormant period for the PM begins.
  12. Dormant End—Enter the date on which the dormant period for the PM ends.
  13. Reuse Dormant Period—Select to use the same specified dormant period for the PM on a yearly basis. If you select Reuse Dormant Period, the system automatically updates the specified Dormant Start and Dormant End dates after the dormant period has elapsed.
  14. Test Point Set—Enter the test point set for calibration of the equipment.
    Note: Depending on your system configuration, Test Point Set may not be displayed. Contact your system administrator for more information.

    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.

  15. PM Type—Choose one of the following PM routine types:
    • Fixed—Select for the system 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 for the system 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 open work order for the PM work order at a time.
  16. WO Class—Enter the class of the work order.
    The system automatically populates WO Class Org.
  17. Cost Code—Enter the cost code associated with the PM.
  18. Assigned To—Enter the person responsible for the equipment.
  19. Supervisor—Enter the supervisor for the equipment.
  20. Date Deactivated—Enter the date after which work order generation stops.
  21. Meter Interval—Enter the length of the interval of time indicating how frequently the first meter is used/read, e.g., 30 to indicate that the first meter is read every 30 days, and then enter the unit of measure for the first meter that triggers release on usage in the adjacent field.
  22. Meter Due—Enter the reading due value for the first meter.
    Note: Each work order determines the due reading of the following work order. If you update Meter Due on the Equipment page, the system updates the work order Meter Due so 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.
  23. Meter # 2 Interval—Enter the length of the interval of time indicating how frequently the second meter is used/read, e.g., 30 to indicate that the second meter is read every 30 days.
  24. Meter #2 Due—Enter the reading due value for the second meter.
  25. 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.
    Enter Linear Reference Details.
  26. Click Submit.
    Note: To delete equipment from the PM schedule, select the equipment to delete, and then click Delete Equipment.