This chapter provides an overview of Oracle's PeopleSoft Enterprise PeopleSoft Maintenance Management preventive maintenance (PM) work orders and discusses how to:
Set up preventive maintenance loops.
Set up and maintain preventive maintenance schedules.
Run the Preventive Maintenance Process.
Generate and analyze preventive maintenance projections.
This section discusses the setup and processing of preventive maintenance work orders.
PeopleSoft Maintenance Management enables users to plan, schedule, and complete an organization's routine maintenance of individual assets, groups of assets, or specific locations through the creation and processing of preventive maintenance work orders. Users can set up preventive maintenance schedules for individual assets, for preventive maintenance loops composed of multiple assets, and for specific locations where non-asset-related maintenance activities are performed on an ongoing basis. You can select one of several different scheduling options and base the scheduling on selected dates or meter readings (assets and loops only). You can set up a primary schedule and one or more secondary schedules and link these schedules to synchronize the generation of preventive maintenance work orders and projections based on the calculated or projected dates of the associated schedules.
When you run the Preventive Maintenance Process Application Engine (WM_PM), it uses information in the schedules and their associated job templates to generate work orders. You run the Preventive Maintenance Process in batch mode. Based on projection data that you set up in preventive maintenance schedules, you can run the Preventive Maintenance Process to generate projections, which enable you to plan future maintenance and determine future resource demand. You can load this data into Microsoft Project for further analysis. To generate preventive maintenance work orders, you:
Set up work order task and work order job templates that define the resource requirements and data that is needed to perform work order tasks for a scheduled asset in a preventive maintenance work order.
Optionally, define preventive maintenance loops, which are composed of groups of similar (homogeneous) and, possibly, even dissimilar (heterogeneous) assets. Maintenance loops can be associated with preventive maintenance schedules and work order job templates and used to generate preventive maintenance work orders and projections.
Set up preventive maintenance schedules for single assets, preventive maintenance loops, and locations, which establish specific rules based on time intervals or meters that are associated with specific assets and are used by the Preventive Maintenance Process to control the due date of the next scheduled maintenance.
The Preventive Maintenance Process also uses preventive maintenance schedules to provide work order header information and to provide access to the work order job template, which it uses to create preventive maintenance work orders. If the shop that is specified in the schedule allows crew scheduling, a default crew ID will appear in the preventive maintenance work order that is generated.
Run Preventive Maintenance Processing to apply the rules that are set up in the preventive maintenance schedules to generate preventive maintenance work orders.
If you want, run the Preventive Maintenance Projections process to apply the rules that are set up in the preventive maintenance schedules to generate projection data, which can be loaded into Microsoft Project to perform forecasting activities.
Work Order Task and Work Order Job Templates
You create work order task and work order job templates to predefine the resource requirements and other data based on specified asset categories for similar types of work orders. Creating these templates reduces the amount of data entry time that is needed to create work orders. Work order task templates enable you to predefine the resource requirements and associated data for various types of maintenance and repair work orders. Work order job templates are applied at the work order header level and predefine a sequence of one or more job steps, which consist of the work order task templates that you need to complete maintenance or repair work. You must create a work order job template even if the maintenance operation consists of only one task.
You must associate a job template with each type of preventive maintenance schedule definition, which includes schedules for individual assets, for a maintenance loop, or for a location. Work order job templates that are used for preventive maintenance work orders are not set up any differently than any other work order job templates. However, you must set up these templates prior to setting up preventive maintenance loops and schedules.
For example, a fleet maintenance planner may want to set up a work order job template for the 3000 mile service of a specific line of trucks. This 3000 mile service consists of the following work order tasks:
Change oil.
Rotate tires.
Inspect brakes.
You create a work order task template for each activity, defining any resource requirements, attachments, instructions, checklists, and notes for each task. You then create the work order job template, naming it 3000 Mile Service, for example, and organize each of these tasks within the job template as job steps that are needed to complete the work order.
You can then associate this work order job template with one or more preventive maintenance schedules for this type of asset. You can also associate this work order job template with a preventive maintenance schedule that references a group of automobile assets that are defined for a maintenance loop.
In addition, because these work order task and job templates have effective-dating, you can maintain the requirements and tasks for an individual task within a multistep job template over time. When you adjust the task in either the work order task template or the work order job template, the changes are reflected in all of the preventive maintenance schedules that either directly or indirectly reference the template. For example, if you set up a new work order task template, Emission Inspection, and add it to the 3000 Mile Service work order job template, then any preventive maintenance schedule that is associated with this job template automatically has the Emission Inspection task added to it.
See Understanding Work Order Templates.
To set up preventive maintenance loops, use the Maintenance Loop (WM_PM_MAINT_LOOP) component.
This section provides an overview of preventive maintenance loops and discusses how to:
Create a preventive maintenance loop.
Search for a specific asset.
You set up preventive maintenance loops to enable you to schedule and generate one or more work orders to perform a preventive maintenance service operation on a group of multiple similar and dissimilar, but related, assets.
Important! You must select the Multiple Asset Per Work Order check box in the appropriate work order business units to enable you to create work orders using a loop.
Preventive maintenance loops are set up for groups of:
Assets that are similar, or more specifically, homogeneous.
Homogeneous assets are assets for which all the assets that are listed in the loop grid share the same default asset classification parameters based on the level of specification in the loop's header. You must specify, at a minimum, the asset type and asset subtype in the loop header. For example, if you specify the asset type (fleet) and asset subtype (truck), then you can set up a loop that includes trucks from different manufacturers that are associated with job templates that are also generic in nature. In other words, the job templates and underlying task templates are not applicable for specific makes and models of trucks. Continuing the previous vehicle example, a 3000-mile checkup job template could include a task to change the oil and a task to rotate the tires, and it could be applied to vehicles from any manufacturer. In this case, you do not have to assign a job template to each individual asset. Instead, you can assign a job template in any schedule that you set up for this type of loop. When the Preventive Maintenance Process generates a work order based on this loop, the resource requirements and data that are associated with the template that is specified in the preventive maintenance loop schedule applies to all of the assets.
Assets that are dissimilar, or heterogeneous.
Heterogeneous assets are assets that are set up together in a preventive maintenance loop that are related to one another in some way, but do not fall under the same asset categories (asset type, subtype, manufacturer, and model). For example, an organization may use a group of different kinds of equipment to perform a specific kind of job and want the service maintenance on each piece of equipment in the group to occur at the same time to avoid having to take individual pieces of equipment in the group offline at different times. An example of heterogeneous assets would be a pickup truck from one manufacturer, a dump truck from another, and a cement mixer from a third. You may want to schedule them to be serviced on a specific day every six months. In this case, you must assign a relevant work order job template to each type of asset.
Important! You can use a heterogeneous loop only for a single maintenance situation.
You can also create a preventive maintenance loop that contains a list of homogeneous assets and heterogeneous assets. For example, you may require the use of five pickup trucks (homogeneous), a dump truck, and a cement mixer for certain kinds of jobs. You set them up in a preventive maintenance loop so that they can be scheduled for maintenance at the same time and same interval. In this case, you must assign a work order job template to the heterogeneous assets in the list (the dump truck and cement mixer). However, you can either specify a work order job template in the schedule to apply to the homogeneous assets (the pickup trucks), or specify the same work order job template in the Override Job Template field for each homogeneous asset that is listed in the loop. If you specify an override job template value for one or more assets in a loop, then you can usually use the loop in only one maintenance situation.
You use the Preventive Maintenance Process to generate work orders based on preventive maintenance loop schedules that have heterogeneous assets.
Using the previous example, you set up a loop with heterogeneous assets:
Loop's Assets |
Work Order Job Template |
Manufacturer A, Pickup Truck 1 |
Monthly Truck Service Job Template attached to Schedule. |
Manufacturer A, Pickup Truck 2 |
Same as above. |
Manufacturer A, Pickup Truck 3 |
Same as above. |
Manufacturer A, Pickup Truck 4 |
Same as above. |
Manufacturer A, Pickup Truck 5 |
Same as above. |
Manufacturer B, Dump Truck |
Monthly Dump Truck Maintenance Job Template. |
Manufacturer C, Cement Mixer |
Monthly Cement Mixer Maintenance Job Template. |
The work order job template, Monthly Truck Service, contains three work order tasks: Rotate Tires, Change Oil, Check Brake Fluid.
The work order job template, Monthly Dump Truck, contains four work order tasks: Rotate Tires, Change Oil, Check Brake Fluid, and Clean Truck Bed.
The work order job template, Monthly Cement Mixer, contains two work order tasks: Lubricate Drum Turning Mechanism and Clean Drum.
A preventive maintenance loop schedule is set up to perform the maintenance monthly.
The Preventive Maintenance Process generates a work order based on the loop schedule. The requirements are applied to each work order task in the work order based on the tasks that are in the work order job templates.
Page Name |
Definition Name |
Navigation |
Usage |
WM_PM_MAINT_LOOP |
Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Maintenance Loop |
Create a preventive maintenance loop to perform routine maintenance tasks on groups of homogeneous assets or groups of heterogeneous assets. |
|
WM_ASSET_SRCH_SEC |
Click the Asset Search link in the PM Maintenance Loop page. |
Search and copy one or more specific asset IDs to the Asset List grid in the PM Maintenance Loop page. |
|
WM_WO_ASSET_SEC |
Click Description link in Asset List grid on the PM Maintenance Loop page. |
Review details about the selected asset. |
Access the PM Maintenance Loop page. (Select Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Maintenance Loop.)
Asset Type, Asset Subtype, Manufacturer ID, and Model |
Specify the asset classification values that are common to the homogeneous (similar) assets within the loop, such as Fleet and Auto. You must also select asset IDs for each asset that is listed in the Asset List grid for both homogeneous and heterogeneous (dissimilar) assets. The asset IDs that you select must either fall within these selected default asset characteristics, or be associated with an override template. If you select only heterogeneous asset IDs in the Asset List grid, and you select an override template for each asset ID, then you do not have to select any asset characteristics (asset type, asset subtype). Note. For homogeneous assets, you must, at a minimum, specify both asset type and asset subtype. If you also choose to identify a model, you must also identify the manufacturer ID. You cannot skip over a member in the asset category hierarchy. |
Asset Search |
Click to access the Asset Search page. Note. You must specify an asset type and asset subtype at a minimum to perform the search. |
Asset List
The Asset List grid lists the homogeneous (similar) assets that you copied from the Asset Search page. You can also select individual (heterogeneous) assets and their associated business units directly in the grid.
Scheduling Default |
Select to indicate which asset's actual meter reading controls the scheduling of all of the assets in the Asset List. For example, if you have three different odometer readings for three cars, you must select one for the Preventive Maintenance Process to use to perform the calculations that are necessary to determine whether to create a work order. Note. The first asset in the list is selected by default. However, you can override this default and select the check box for another asset. You can identify only one asset as the scheduling default. |
Description |
Click to access the Asset Information page that contains details about the selected asset in the row. |
Select a work order job template to associate with each heterogeneous asset in the grid. This association with a work order job template is required for all heterogeneous assets in the Asset List grid. You must specify a job template in this field for any asset that has classification parameters that are different from the classification parameters that are specified on the loop header for homogeneous assets. You may optionally select a work order job template to associate with each homogeneous asset that is listed in this Asset List grid. If you specify a template here for a homogeneous asset, it overrides any template that is set up in the Loop Schedule. If this field is left blank for homogeneous assets, then the template that is specified in the Loop Schedule for this loop ID is used when the work order is created. |
Access the Asset Search page. (Click the Asset Search link in the PM Maintenance Loop page.)
Search Criteria
Enter the values that are necessary to narrow the search for either homogeneous or heterogeneous assets, and click the Search button to display the assets in the Search Results.
Search Results
Select |
Select the check box for each asset that you want to include in the preventive maintenance loop. |
Copy Selected Assets |
Click to copy the selected assets to the Asset List grid in the PM Maintenance Loop page. |
To set up a preventive maintenance schedule for an asset, use the Schedule (WM_PM_SCHD) component.
To set up a preventive maintenance schedule for a loop, use the Loop Schedule (WM_PM_LOOP_SCHD) component.
To set up a preventive maintenance schedule for a location, use the Location Schedule (WM_PM_LOC_SCHD) component.
To copy a preventive maintenance schedule, use the Copy Schedule (WM_PM_SCHD_CPY) component.
To maintain preventive maintenance schedules, use the PM Workbench (WM_PM_SCHD_WRKB) component.
This section provides overviews of preventive maintenance schedules, meter ranges and condition-based maintenance preventive maintenance work orders, and projected meter readings and discusses how to:
Create a preventive maintenance schedule.
Set up advanced options for a preventive maintenance schedule.
Link a primary PM schedule to secondary PM schedules
Copy a PM Schedule.
Perform a PM Mass Schedule Update
Use the Preventive Maintenance Schedule Workbench.
You set up preventive maintenance schedules to enable the Preventive Maintenance Process to automatically generate work orders to use for servicing or maintaining one or more assets or a location at specified times and service intervals. A service interval refers to the frequency with which the maintenance types are performed. These intervals, which are specifically defined in the schedule, can be either date-based or meter-based. You associate a work order job template with a schedule. The job template lists the which work order task templates (steps) that contain the resource requirements and attachments that must be completed once the work order is generated. You can also define the work order header information and the project and activity to associate with the preventive maintenance work order that the Preventive Maintenance Process generates. Each preventive maintenance schedule that you set up is unique. You can set up a preventive maintenance schedule for:
A single asset.
A preventive maintenance loop (group of assets).
A specific location.
This type of schedule is used for a task that is not associated with an asset, such as scheduling the routine cleaning of the shop floor.
You set up preventive maintenance schedules and associate them with a work order business unit and a maintenance type that is defined in PeopleSoft Asset Management.
Note. As of PeopleSoft Enterprise Maintenance Management 9.1, you can create two PM schedules with the same asset and the same maintenance type.
If the schedule is defined for:
A single asset, you must also associate it with an Asset Management business unit and an asset ID.
A preventive maintenance loop, you must also associate it with a loop ID.
A location, you must also associate it with a location code.
Note. You can associate a maintenance type with an asset's subtype in PeopleSoft Maintenance Management.
Date-based and Meter-based Rules
A schedule for an asset can incorporate both date-based and meter-based rules. In this case, the Preventive Maintenance Process looks first at the date-based rules, and if the target date is less than or equal to the current date, then the process creates a work order and ignores any meter-based rules. If, as of the current date, neither the date-based nor meter-based rules are due and the estimated meter usage is not defined, the Preventive Maintenance Process will not generate the work order until either a date-based due date or a meter-based due date comes up. However, if you set up the estimated meter usage, the system generates a work order with an estimated maintenance date.
Secondary Schedules Linkage to Primary Schedules
You can link related secondary schedules to a primary schedule for a single asset, asset loop, or a location on the PM Linking page of the primary schedule. Primary and secondary schedules are determined by the maintenance type that you assign to the schedule, as well as the schedule's description. When the PM process runs, it schedules and generates preventive maintenance work orders for the maintenance of the asset, asset loop, or location identified in the primary schedule, as well as the maintenance of one or more secondary schedules that are linked to this primary schedule and have the same due date. This synchronization reduces equipment downtime and lessens the possibility of performing unnecessary maintenance.
Work Order Business Units and Maintenance Types
You assign a work order business unit to each PM Schedule. This is the business unit that the Preventive Maintenance Process uses to create work orders and the business unit for which the work is performed.
You can assign a schedule ID to a PM Schedule, or you can set up a PM Schedule without a schedule ID and when you save the schedule the system automatically generates a schedule ID for you. You associate each schedule with a maintenance type that you set up in PeopleSoft Asset Management. Maintenance types are user-defined and are used to divide service maintenance procedures into specific categories. You can set up as many maintenance types as you need. However, you must also set up maintenance types, which you defined in PeopleSoft Asset Management, in PeopleSoft Maintenance Management to associate each maintenance type with an asset type and asset subtype. Each preventive maintenance schedule is categorized by the type of maintenance that is being performed. For example, you can set up maintenance types as major, minor, rebuild, tune-up, 3000 mile service, 6000 mile service, and more. You also must specify either the asset, preventive maintenance loop, or location that you want to schedule for this type of maintenance.
If your organization plans on linking primary and secondary PM regular, loop, and location schedules, you will want to set up maintenance types in PeopleSoft Asset Management to categorize your schedules according to the level of maintenance to be performed. For example:
Your organization could set up the following Maintenance Types in the system for asset type - fleet vehicle, asset subtype - auto:
Major
Minor 1
Minor 2
Minor 3
Next you associate these maintenance types with specific preventive maintenance schedules:
PM Schedule ID |
Maintenance Type |
Asset Type and Subtype |
Maintenance Type Description |
001 |
Major |
Fleet/Auto |
Perform required major service every 30,000 miles. |
002 |
Minor 1 |
Fleet/Auto |
Rotate Tires every 500 miles. |
003 |
Minor 2 |
Fleet/Auto |
Change oil and oil filter every 1000 miles. |
004 |
Minor 3 |
Fleet/Auto |
Check brake fluid every 1000 miles. |
Based on this setup, you can link the secondary schedules (002, 003, and 004) to the primary PM Schedule (001) by selecting them on the PM Linking page of the primary PM Schedule. You can click an Edit link to view and edit each secondary schedule.
When you define the default asset classifications in a loop, you must specify, at a minimum, the asset type and subtype. When you set up a loop schedule for this type of loop, the maintenance type that you select must be associated with the same asset type and asset subtype as the default asset type and subtype in the loop.
However, when you set up a schedule for an asset that is not associated with an asset subtype or for a location, which involves no asset, the system looks at the maintenance types that are set up in PeopleSoft Asset Management and bypasses the ones that are associated with an asset type and asset subtype in PeopleSoft Maintenance Management.
This table shows how the work order business unit is mapped to the maintenance type and asset business unit for preventive maintenance schedules:
PM Schedule Type |
WO Business Unit |
AM Business Unit |
Maintenance Type |
Single Asset |
Required to create PM Schedule |
Required to create PM Schedule |
Required to create PM Schedule |
PM Loop |
Required to create PM Loop Schedule |
Assigned to each asset within the PM Loop definition. |
Required to create PM Loop Schedule |
Location |
Required to create PM Location Schedule |
Not used |
Required to create PM Location Schedule |
Note. The work order business unit should use the same sets of data as the job template uses, which includes record groups FS_18 (items), RS_02 (labor), and AM_05 (tools).
See Setting Up Asset Maintenance Types.
See Understanding Work Order Templates.
See Understanding Asset Processing.
Basis Date
The first date that you enter in the Schedule - General Options page is the Basis Date. The Preventive Maintenance Process uses this date to determine the base date for the first cycle of preventive maintenance work order generation. For example, this date is often the acquisition date of the asset. The only time this date is not used is for schedules that are set up to use a specific date. You cannot change the basis date after the first PM work order is generated for a PM Schedule. The only way that you can reset the basis date, such as for a major overhaul or component replacement, is to create a new PM Schedule for the asset.
Effective Dating
Effective dating enables you to change the content for a PM Schedule over time and track the changes. For example, you can change to a new date-based or meter-based rule, change the job template, select a different scheduling option, and change work order header and PeopleSoft Project Costing tracking information.
Work Order Job Templates
The Preventive Maintenance Process generates work orders with the requirement details that are specified in the work order task templates that are associated with the work order job templates. The Preventive Maintenance Process places demand on PeopleSoft Inventory for the inventory item requirements if the commitment rule that is defined in the work order business unit is either based on the parts list or a status change. If it is based on a status change, the default PM work order status must be the same as the status that is specified in the commit rules set up in the work order business unit, shop, or shop/type. If either of these commit rules apply, then the Preventive Maintenance Process also generates an Inventory Schedule for the work order. You receive an error when you save the PM Schedule online (and not in batch mode) if some of the inventory items defined in the underlying task templates that are associated with the job template in the schedule are not available because they are associated with a different Inventory business unit than the Inventory business unit that is specified in the work order business unit. You can still correct the template or you can manually include a valid item in the work order schedule after it is generated by the Preventive Maintenance Process.
If the work order job template has more than one effective date associated with it, the Preventive Maintenance Process uses the effective date in the job template, which is closest to the required start date.
For example, if the processing date is September 8, 2004, and the effective dates in the work order job template are August 8, 2004 and January 1, 2004, the Preventive Maintenance Process applies the template that is dated August 8, 2004 to the work order because it is the date that is closest to the run date of September 8, 2004.
Override Options – Generate One Time
You can select or unselect this check box on the schedule. If you select this check box, the Preventive Maintenance Process creates a work order and disregards any date-based or meter-based rules that are set up in the schedule only once. The process also removes the check mark from this option (changes it to off) so that the process generates a work order and considers the date and meter rules the next time you run it. If you want the process to generate another work order that disregards the date and meter rules, then you must access the Schedule page and select this option again.
A condition-based alert is issued because a meter reading for an asset exceeds the meter reading range set up in the PM Schedule. This causes the automatic selection of the Override Options — Generate One Time check box on the schedule, which causes the Preventive Maintenance Process to generate a work order.
See Understanding Meter Ranges and Condition-Based Preventive Maintenance Work Orders.
The threshold percentage is used for calculating the next maintenance due date for date-based, fixed meter, and meter-based rules. It is not used for calculating the next maintenance due date for specific date and projected meter rules. When a schedule has both fixed meter rules and date-based rules and the threshold percentage is used to calculate the preventive maintenance start date, then the Preventive Maintenance Process applies the threshold percentage to rules that have a target date closest to the current date.
For example, a date-based schedule for a vehicle's maintenance is monthly and the meter (odometer) interval is every 1000 miles. The system keeps track of the percent due date-based and meter-based figures for reporting purposes. If you enter a threshold percentage in the schedule's General Options page, the Preventive Maintenance Process creates a work order if the calculated percent due for either the date-based or meter-based readings is more than or equal to the threshold percentage. In this example, if you entered a threshold percentage of 70, and the percentage of the next maintenance due for the date-based reading is 65 and the percentage of the next maintenance due for the meter-based reading is 70, then the Preventive Maintenance Process creates a work order based on the meter-based reading.
Users can generate a preventive maintenance work order with a future due date by entering a specific number of lead days in the Lead Days field on the PM Schedule. This information also displays on the Preventive Maintenance Schedule Workbench. The Preventive Maintenance process ensures that the current date plus the number of lead days is equal to or greater than the calculated due date for the preventive maintenance work order and then creates the work order. If the lead days entered do not trigger the creation of a work order, the threshold percentage, if applicable, will generate the work order.
Note. Lead days are based on a 7 day per week calendar instead of a business calendar.
See Understanding Preventive Maintenance Schedules.
Different options are available for generating work orders based on both date-based and fixed-meter preventive maintenance schedules, which include:
Generate the new work order only when the prior is complete.
The Preventive Maintenance Process generates the next preventive maintenance work order for the selected asset, loop, or location only after the previously generated work order's status is marked complete.
Note. The process generates only one work order at a time for the PM Schedule. You must mark the PM work order complete before the process can generate another work order.
Always generate work orders based on the PM Schedule.
The Preventive Maintenance Process generates the next scheduled preventive maintenance work order even if the status of the most recently generated preventive maintenance work order is a status other than complete. The Preventive Maintenance Process continues to generate a work order for the next scheduled maintenance. A good example is when users set up a schedule to perform maintenance on a fleet of cars monthly and they are unable to complete the work before the next due date. This means that the first work order has a status of open. When the next due date comes up, the Preventive Maintenance Process creates a new work order with a status of open. Even if you change the status of the generated work order to complete, canceled, or open, the selected status does not affect the generation of the next preventive maintenance work order. This is important for organizations that need a method to keep track of every scheduled maintenance, even if the maintenance was not able to be performed.
Generate a work order if the prior work order's status is complete. If the prior work order's status is not complete, update the PM Log to identify that the scheduled work order will be fulfilled by the prior work order.
In this case, if you do not change the status of the current open work order to complete, then on the next maintenance due date, the Preventive Maintenance Process generates the next preventive maintenance audit record, which points to the open work order. The process continues creating audit records when the next due date or meter reading is due. Each audit record provides a method of tracking preventive maintenance work which was included as part of an existing work order.
Generate one time.
In this case, the Preventive Maintenance Process generates a preventive or scheduled maintenance work order only once. This option is often used for equipment that is under warranty to generate a final inspection of the asset before its warranty expires. The schedule type that you can select for this scheduling option is either None, which is used when a schedule applies only meter-based rules, or Specific Date.
Note. Scheduling options do not apply to projected meter rules.
Next Maintenance Due Calculations Using Date-Based Schedules
You can create scheduling rules based on dates or time periods. The Preventive Maintenance Process uses these rules to determine when the next maintenance is due by comparing the last performed maintenance date to the current date. If the number of days between the last performed maintenance date and the current date matches the calculated interval that is defined by the date-based rules, then the Preventive Maintenance Process generates a work order.
After you select a scheduling option, if the scheduling is date-based, you must select the type of maintenance schedule (Schedule Type) that you want the Preventive Maintenance Process to use to generate work orders. The schedule types include:
Selecting this option means that you want to schedule the maintenance based on intervals of a specific number of days. For example, if you want the floor cleaned in the shop every two days, you enter an interval number of 2, which means that the Preventive Maintenance Process creates a preventive maintenance work order for this task every two days.
If you select Generate the new work order only when the prior is complete as the scheduling option, then you can select the From Last PM Completion check box, which enables the system to use the completion date in the previous work order for calculating the next maintenance due date. If you do not select this check box, then the system uses the start date that is specified in the previous work order for calculating the next maintenance due date.
Note. For the start date that appears in the work order header, the Preventive Maintenance Process compares the calculated start date against a predefined calendar that you can optionally select in the PM Options page of the work order business unit. The process searches forward to ensure that the actual start date of the preventive maintenance work order falls on the next available working day. The Preventive Maintenance Process does not validate the start date if you do not select a calendar in the work order business unit.
You enter the number of months between each maintenance as the number of intervals and the date of the month in which you want the Preventive Maintenance Process to create a work order for the maintenance. The Preventive Maintenance Process uses a 360-day year (twelve 30-day months) in the calculations.
Note. For the start date that appears in the work order header, the Preventive Maintenance Process compares the calculated start date against a predefined calendar that you can optionally select in the PM Options page of the work order business unit. The process searches forward to ensure that the actual start date of the preventive maintenance work order falls on the next available working day. The Preventive Maintenance Process does not validate the start date if you do not select a calendar in the work order business unit.
You enter the number of months between each maintenance as the number of intervals, the week of the month, and the day of the week in the month in which you want the Preventive Maintenance Process to create a work order for the maintenance. The Preventive Maintenance Process uses a 360-day year (twelve 30-day months) in the calculations.
None
You select this option when you want to use only meter-based schedules to determine the dates for the Preventive Maintenance Process to create a work order for the maintenance.
Enter the number of weeks between each maintenance as the number of intervals and select the day of the week in which you want the Preventive Maintenance Process to create a work order for the maintenance.
The Preventive Maintenance Process takes into account the threshold percentage that you indicate in the schedule's General Options page, as well as any blackout periods that you indicate in the schedule's Advanced Options page when it creates a preventive maintenance work order. In addition, the system calculates the percentage due for both date-based and fixed meter rules. The system compares these rules to the threshold percentage to determine the number of days before the actual next maintenance due date that the Preventive Maintenance Process should generate a work order.
The formula for calculating the percentage due for date-based rules is
Percentage Due = 100 × (Total number of days that have passed from last maintenance date to current date) ÷ (Date interval (days))
Note. The last maintenance date depends on your selection of a scheduling option and scheduling type. For example, if you selected the scheduling option Generate the new work order only when the prior is Complete and select the From the last PM completion check box, then the date on which you changed the work order to complete is the date used here. If you selected any of the remaining date-based schedule types (except for None), the system uses the start date in the header of the last work order.
For example, if the last maintenance date was March 1, 2005, the current date is March 20, 2005, and the scheduled interval is 30 days, applying the formula 100 × 20 ÷ 30 = 66.7 percent due means that 66.7 percent of the scheduled maintenance period has passed before the next scheduled maintenance due date.
If this is the first cycle for the scheduled maintenance, then the formula is:
Percentage Due = 100 × (Total number of days that have passed from the Basis Date specified in the schedule's General Options page to the current date) ÷ (Date interval (days))
For example, if the basis date in the schedule is January 1, 2005 and the current date is January 25 and the cycle is every 30 days, then the percent due is 100 × 25 ÷ 30 = 80.3%.
The scheduling option that you select affects the fields that appear for the selected schedule type. This table describes the fields that appear in the Date-based Schedule group box when you select a specific schedule type after selecting a specific scheduling option:
Scheduling Option / Schedule Type |
Daily |
Monthly by Date |
Monthly by Day |
Weekly by Day |
Specific Date |
Generate the new work order only when the prior is complete. |
Field: Interval (days) Check box: From Last PM Completion |
Fields: Interval (days) Date of Month |
Fields: Interval (month(s)) Week of the Month Day of the Week |
Fields: Interval (week(s)) Day of the Week |
NA |
Always generate work orders based on the PM Schedule. |
Fields: Interval (days) |
Same as above. |
Same as above. |
Same as above. |
NA |
Generate work order if the prior is complete. If prior work order is not complete, update the PM Log to identify that the scheduled work order will be fulfilled by the prior work order. |
Same as above. |
Same as above. |
Same as above. |
Same as above. |
NA |
Generate one time only. |
NA |
NA |
NA |
NA |
Field: Schedule Date |
Next Maintenance Due Calculations - Meter-based Schedules: Basic (Fixed) Meter Readings
The Preventive Maintenance Process calculates the next maintenance due date and generates a work order based on the meter rules that are defined in the General Options page of the preventive maintenance schedule. You define the fixed meter rules on the Basic tab of the grid by selecting a meter type and entering the intervals for the meter readings. The Preventive Maintenance Process uses increasing and decreasing meter types. The start date in the work order header is considered the current date. The system determines when the next maintenance is due and when to create a work order by comparing the current equipment meter reading to the next maintenance due reading, which is the last meter reading plus the interval that is defined in the preventive maintenance schedule. If the asset has multiple meters associated with it, all meter intervals that are reached first cause the Preventive Maintenance Process to trigger the automatic creation of a work order.
For example, if the last maintenance for a car was performed when its odometer reading was 7000 miles, and the meter interval specified to indicate that the next maintenance due in the preventive maintenance schedule is 1000 miles, then the Preventive Maintenance Process creates the next preventive maintenance work order when the odometer of the car reaches 8000 miles. An odometer is an example of an increasing meter type.
If you enter a threshold percentage amount, the Preventive Maintenance Process takes that number into account, as well as any specified blackout periods, when it creates a work order. For blackout periods, this means that if a meter reading interval is every 1000 miles, and the interval is reached during a blackout period, then the process does not create a work order. In addition, the Preventive Maintenance Process will not create a work order if the threshold percentage is equal to or less than the calculated percentage during a blackout period.
Once meter readings are entered in PeopleSoft Asset Management for the asset, the Preventive Maintenance Process uses the accumulated reading in the asset's Meter Reading History to determine the next maintenance due date.
The formula that the Preventive Maintenance Process uses to determine the next maintenance due date for preventive maintenance is based on an increasing meter type. The formula is
Next Meter Reading = Last PM Work Order Meter Reading + Meter Interval
Important! The Last PM Work Order Meter Reading value
is used only for a PM Schedule in which you selected either the Generate
the new work order only when the prior is Complete, Always
generate work orders based on the PM Schedule, or Generate
work order if the prior is Complete scheduling option.
If the prior work order is not complete, the process
updates the Preventive Maintenance Process log to indicate that the scheduled
work order will be fulfilled by the prior work order. In this case, the Preventive
Maintenance Process uses the previously calculated meter reading. Thus, you
do not have to enter the last work order reading.
If this is the first preventive maintenance cycle, which means that no last preventive maintenance meter reading exists, the Preventive Maintenance Process uses zero as the lower limit reading in the formula:
Next Meter Reading = zero + Meter Interval
For example, if the lower limit for the odometer is set at 0 miles, and your maintenance interval is every 1000 miles, then the next service is based on a odometer reading of 1000 miles.
A good example of how decreasing meters are used involves the measurement of the thickness of tire tread for tires that are attached to an earth mover. The tread of these expensive tires decreases over time. Each meter reading captures the current thickness of each tire's tread. Once the reading falls below a specified value, the Preventive Maintenance Process generates a preventive maintenance work order. This is an example of how using a decreasing meter can serve as an elementary method for performing condition-based monitoring for assets that wear down or deteriorate over time. It is much more useful for this type of meter to trigger the preventive maintenance of an asset, rather than tying the reading to the tire's accumulated mileage, because an earth mover that travels over coarse gravel can wear down the tire treads much faster than an earth mover that travels on soft dirt, even if the miles traveled in the soft dirt are greater.
The formula that the Preventive Maintenance Process uses to determine the next maintenance based on a decreasing meter type is the same as the formula for increasing meters, because it uses the accumulated reading from the Meter Reading table, which is increasing and positive for both increasing and decreasing meter types. Only positive numbers can be entered for the meter interval value in the PM Schedule for both increasing and decreasing meter types.
Because these are fixed meter readings, the Preventive Maintenance Process also accounts for the threshold percentage. For example, if the threshold percentage is 80 percent, the Preventive Maintenance Process creates a work order when the calculated percentage due based on a defined meter interval reaches 80 percent. If more than one meter interval is listed, the system uses the percentage closest to the threshold percentage. The formula for calculating the percentage due is:
Percent Due = 100 × Current Reading − Previous Work Order Reading ÷ Meter Interval
For example, if the current odometer reading is 7700 miles, the previous reading was 7000 miles and the meter interval is 1000 miles, then 100 × 7700 – 7000 ÷ 1000 = 70 percent due.
If the threshold percentage is equal to or greater than 80 percent, then the system creates a work order when the calculated percentage based on the meter reading reaches 80 percent.
You can associate an asset with a meter type that has a tolerance range defined. You add this meter type to the Basic grid in the preventive maintenance schedule. When the meter reading falls outside this tolerance, PeopleSoft Asset Management sends a message to the in PeopleSoft Maintenance Management, which states: "Out of tolerance readings will enforce the creating of a preventive maintenance work order. Do you want to proceed?" If the user answers yes, then the system selects the Override Options – Generate one time check box in every preventive maintenance schedule that has that asset and meter type defined. The Preventive Maintenance Schedule Workbench on the CBM Alert tab is updated with the schedule ID, the override options, and the CBM source, which is the system that issued the alert. When the Preventive Maintenance Process runs, work orders are created for these preventive maintenance schedules.
See Setting Up and Using Condition-based Maintenance.
Projected meter readings are useful for calculating the next maintenance due as long as they are accurate. Projected meter readings can be used for:
Maintenance that is performed by outside organizations.
In this situation, the Preventive Maintenance Process generates a preventive maintenance work order with a start date in the near future to determine the equipment downtime and the work start date to avoid conflicts with the outside organization's external resources.
Planning purposes.
The maintenance planner can gain efficiency and reduce costs and prevent maintenance delays by projecting when and how often the future preventive maintenance needs to be performed.
You select the way you want the Preventive Maintenance Projection process to project the next maintenance due in the schedule's Meter-based Schedules – Advanced grid. You select from two overall methods for estimating or projecting the next maintenance due:
Average from Asset.
Sampling.
Three different types of sampling methods are available.
Days.
Readings.
Cycles.
Note. Scheduling options do not apply to projected meters, which means that the status of the previous work order does not affect the creation of the next work order. For projected meters, the next work order will be generated when the status of the previous work order is changed to complete.
The objective of both the Average from Asset and the Sampling methods is to project the next maintenance due date for an asset. The difference between Average from Asset, Sampling Days, and Sampling Readings methods is based on the way the average reading per day is obtained or calculated. Once the average reading per day is calculated, average from asset, sampling days, and sample readings all use the same formula to calculate the number of days until the projected next maintenance is due.
The following table presents both examples and guidelines for using each projection method.
Method |
Guidelines |
Example |
Average from Asset |
|
A delivery truck that is used for a regular, fixed route. The odometer is logged daily. |
Sampling – Days |
|
A service truck that is used for a fixed geographical area and has variable service calls per day. The odometer is logged weekly. |
Sampling – Readings |
|
A rescue vehicle that responds to a large variety of calls in a multitude of geographical areas. The odometer is logged after each call. |
Sampling – Cycles |
|
A rescue vehicle. The odometer is logged monthly. |
See Understanding Asset Meters.
Determining Average Meter Reading Measured Per Day for Average from Asset, Sampling Days, and Sampling Readings
Before the Preventive Maintenance Process can apply the formulas described previously, the system has to determine the average meter reading measured per day for the average from asset, sampling days, and sampling readings methods.
Important! For example, if the meter type is an odometer, the average meter reading per day is equal to the average number of miles that accumulate each day based on daily odometer readings.
The Average from Asset method uses the actual average daily meter reading in the Asset Meter table as its average meter reading per day figure.
The Sampling Days method and the Sampling Readings method are very similar in the way they determine the average meter reading per day value. The difference between the two methods is the way the sample size is determined based on the readings in the Meter Reading History table. This is an example of the data that is contained in the PeopleSoft Asset Management Meter Reading History table for a particular asset's odometer meter:
Meter Reading Date |
Current Meter Reading in Miles |
April 30, 2004 |
10000 |
April 15, 2004 |
8000 |
April 1, 2004 |
7800 |
March 21, 2004 |
5000 |
March 11, 2004 |
3000 |
February 2, 2004 |
2500 |
February 1, 2004 |
1000 |
Sampling Days Method
The sample size that is used in this method is based on the actual number of days that you want the system to count back based on the dates that the meter readings were taken in the Meter Reading History table from the current date.
For example, if you enter a sample size of 60 days in the schedule and today's date is May 4, 2004, the system counts back 60 days from May 4, 2004 to the first reading date, which is March 11, 2004. The last reading date in the Meter Reading History table is April 30, 2004. If you calculate the number of days between March 11, 2004 and April 30, 2004, 50 days are between these readings.
To calculate the average number of miles per day based on sampling days, the system uses this formula:
(Last meter reading – First meter reading) ÷ The total number of days between the meter readings = Average miles or meter reading value per day.
Continuing with our example using the Sampling Days method, the last meter reading was on April 30, 2004 and was 10,000 miles. The first meter reading was on March 11, 2004 and was 3000 miles. There are 50 days between the meter readings. Based on this information, you apply the formula (10,000 miles – 3,000 miles) ÷ 50 days = 140 miles per day (average miles or meter reading value per day).
Sampling Readings Method
The sample size that is used in this method is based on the number of readings in the table, not days, that you want the system to count back from the current date.
For example, if you enter a sample size in the schedule of three readings and if today's date is May 4, 2004, then the first reading date is March 21, 2004 and the last reading date is April 30, 2004.
Note. The number of sample readings is based on counting
the last reading date and the reading date prior to the first reading date
in the Meter Reading History table, which means April 30, 2004, April 15,
2004, and April 1, 2004. The total number of days between March 21, 2004 and
April 30, 2004 meter readings is 40 days.
Continuing with our example using sampling readings, the last meter
reading was April 30, 2004 and was 10,000 miles. The first meter reading based
on a sample reading size of 3 was March 21, 2004 and was 5000 miles. There
are 40 days between the meter readings. Based on this information, you apply
the formula (10,000 miles – 5,000 miles) ÷ 40 days = 125 miles
per day (average miles or meter reading value per day).
Calculating the Next Maintenance Due Date for the Average from Asset, Sampling Days, and Sampling Readings Methods
Once the system calculates the average meter reading value per day for each meter-based method, it can apply the results of these calculations (from either the Average from Asset calculation, the Sampling Days calculation, or the Sampling Readings calculation) to the following formulas to determine the next maintenance due date.
The formula that is used by the Preventive Maintenance Process is based on the values that you select in the schedule's Projected From field, which are:
Last PM Completion Date
This is the date when the last preventive maintenance work order was marked complete.
Current System Date
This is the next date that the Preventive Maintenance Process will be run to generate a work order.
The formula for increasing meters if you selected a Projected From value of Last PM Completion Date is:
Meter Interval ÷ Average Meter Reading per Day = Number of days from the completion of the last preventive maintenance work order to the next preventive maintenance due date.
For example, if the meter interval is 2000 miles and the average meter reading per day is 140 miles per day, then 2000 ÷ 140 = 14 days. This means that the next maintenance due date is 14 days from the work order completion date.
If you selected the Projected From value of Current System Date, the formula for increasing meters is:
(Reading from the date that the last preventive maintenance work order was completed + Meter Interval defined in the PM Schedule) – Current Meter Reading ÷ Average Meter Reading per Day
For example, to determine the days due based on our Sampling Days example:
You select the Last PM value in the schedule. The last date that you changed the status of the preventive maintenance work order to complete was April 30, 2004, and the meter reading was 10,000 miles. The interval value that you entered for this odometer in the schedule was 2,000 miles. The current meter reading is 11,000 miles.
(10,000 miles + 2,000 miles) – 11,000 miles ÷ 140 miles per day = 7 days
Therefore, the projected maintenance due date is seven days from the last date that the Preventive Maintenance Process was run. For example, if the run date was May 1, then the next maintenance due date would be seven days from May 1, 2004, or specifically May 8, 2004.
The formula for decreasing meters is the same as it is for increasing meters because the process uses the accumulated meter reading from the Meter Reading table, which is increasing and positive for decreasing meters. The intervals must always be positive.
Important! Remember that these formulas apply exactly the same for the sampling readings and average from asset methods. The only difference is that you must use the average meter reading per day value in the formula based on the method that you choose in the Meter-based Schedules Advance grid.
Sampling cycles are based on the percentage due and are projected only from the last date that you ran the Preventive Maintenance Process. The system first calculates the percentage that the maintenance is due. Next, the process calculates the number of days it took to get to that percentage. This number of days is then used to determine how many days it takes to reach 100 percent.
The formula that is used for increasing meters is:
Percentage of the preventive maintenance due for an asset = 100 × (Current Meter Reading – Meter Reading from the last completed PM work order) ÷ Meter Reading Interval
For example, the current meter reading for a truck is 10000 miles, and the meter reading for last preventive maintenance work order performed for an oil change was 7500 miles, and the interval defined for changing the oil is 5000 miles. Then the maintenance due percentage is 100 × (10000 – 7500) ÷ 5000 = 50%.
To calculate the number of days that it took to reach this percentage (50 percent):
Days = Current Date – Last PM WO Complete Date
Continuing with the example, if it took 30 days to reach 50 percent, then it would take 30 more days for the preventive maintenance to be 100 percent due.
The formula that is used to calculate the number of days left to reach the maintenance date is:
Number of days left = 30 days × (100 – 50) ÷ 50 = 30 days.
Note. If a last PM WO completion date is not available (for first cycles), the system uses the Basis Date that is defined in the schedule, which can be the same date as the date that the asset was acquired or put in service, if applicable. If no meter reading is available from the last maintenance completed (for first cycles), the system uses zero as the lower limit. This also applies to the Average from Asset, Sampling Days, and Sampling Readings projected data.
This page enables you to define default values for the work order header. Values that you enter in this page override values that are set up elsewhere, such as the work order business unit. The default shop that you specify determines whether the preventive maintenance work orders that are generated require crew scheduling.
PeopleSoft Project Costing Data
You can set up PeopleSoft Project Costing data for a preventive maintenance work order here, or else the system will create the work order with the default project ID and generate an activity ID. When you save a PM Schedule, the system verifies that a default project exists.
If this preventive maintenance work order is associated with a Project Costing-managed project, then you can select both the project ID and the activity ID. Only one project activity is associated with all the work order tasks that are performed for a preventive maintenance work order.
If the preventive maintenance work order is associated with a work order-managed project, then you can select the project ID and the activity is generated automatically when the Preventive Maintenance Process creates the work order. If you leave both of these fields blank in the schedule for a work order-managed project, the Preventive Maintenance Process assigns the project ID and the activity ID based on the work order business unit, work order type, and service group values that you entered in the schedule.
When you access the Preventive Maintenance Schedule Workbench, the Project tab has a field that indicates whether the project that is associated with a preventive maintenance work order is associated with a Project Costing-managed project or a work order-managed project.
Duration Multiple for Loop Schedules
This field appears only in the Advanced Option page of the Loop Schedule component. You can use this field to increase the preventive maintenance work order duration by multiplying the value of this field by the value of the duration field in the work order job template.
For example, if a loop has three similar assets, and the associated job template has one or more sequential tasks (100 percent dependent) that total 8 hours, then if:
You want the system to perform a parallel operation on the assets, you do not enter any multiple and the duration in the work order header is 8 hours.
You want the system to perform a sequential operation on the assets, then you enter a multiple of 3, which is multiplied times 8 hours, which means the duration in the header is 24 hours.
You can specify blackout periods on the PM Schedule Advanced Options page. Blackout periods are periods when the selected asset is unavailable for maintenance. For example, seasonal assets, such as snow-plowing equipment, may not be available for routine maintenance until the snow season ends. These periods are used in the calculation of the next maintenance due dates for all date-based and meter-based schedules, except for schedules using a specific date. If the next maintenance due date falls within a specified range of blackout dates, the Preventive Maintenance Process will not, under any circumstances, generate a work order.
After setting up maintenance types and associating them with primary and secondary schedules, you access a primary preventive maintenance schedule for a single asset, loop schedule, or location schedule, select the PM Linking tab, and associate this primary schedule with one or more secondary schedules. Assign an effective date and status to the list of secondary schedules that you associate with the primary schedule so that you can track any changes you make to this setup. You can link multiple secondary PM schedules with a single primary schedule, as well as link a single secondary schedule to multiple primary schedules. However, you cannot select a primary PM schedule as a secondary schedule and link it to another primary PM schedule.
You add the secondary schedules to a Secondary Schedules grid. Select either the Days Tolerance or the Linking by Cycle linking method for each secondary schedule, as well as a linking action, which determines whether the Preventive Maintenance process will generate one or more work orders for the linked schedules.
Whether you select the linking method Days Tolerance or Linking by Cycle, you must select a linking action on the Secondary Schedules - General tab to determine whether the Preventive Maintenance process will generate a single work order or multiple work orders based on the linked schedules. The linking actions are:
Merge
The Preventive Maintenance process will merge secondary schedule tasks with the primary schedule tasks in a single work order.
Separate
The Preventive Maintenance process will create separate work order for the primary and secondary schedules with the same due date. The system will not reserve duplicate parts assigned to tasks on the primary and the secondary schedules.
Suppress
The Preventive Maintenance process lists only the primary schedule tasks in the work order and suppresses the secondary tasks. No work order will be created for the secondary schedule tasks. However, the system creates a PM record transaction for the secondary schedule, which points to the work order created for the primary schedule.
Days Tolerance Linking Method
You select the days tolerance linking method to indicate when the system can link the primary and selected secondary preventive maintenance schedules based on a specified difference in the dates. Selecting the Days Tolerance method also displays a Days Tolerance field, where you enter the number of days tolerated (allowed) between the date on the primary PM schedule and the date on the secondary PM schedule.
The Preventive Maintenance process looks at the schedule dates and tolerance, and schedules the maintenance for the primary PM schedule and the secondary PM schedule at the same time. For example, you indicate that the Days Tolerance for the secondary PM schedule is 5, the maintenance for the primary PM schedule is currently due, and the maintenance for the selected secondary PM schedule is due in 5 days. When the Preventive Maintenance process runs, it will link the primary PM schedule to this secondary PM schedule and generate one work order or individual work orders at the same time based on the maintenance date for the primary PM schedule and the linking action selected.
When a black out period is in place and the linking method is days tolerance, the system will not link a secondary schedule with a primary schedule if the primary schedule's due date or the secondary schedule's due date falls within the black out period. The system validates the secondary schedule's due date against the defined secondary schedule's black out dates, and the primary schedule's due date against the defined primary schedule's black out dates.
Linking by Cycle Method
You select linking by cycle as the linking method and the Preventive Maintenance process will link the selected secondary schedules to the primary schedule based on cycles, which are determined by meter reading intervals or date intervals. The linking of a secondary schedule to a primary schedule depends on the number of times the secondary schedule's cycle occurs within the primary schedule's cycle. When you select the linking by cycle method on the Secondary Schedules - General tab, a Cycle tab appears, which enables you to select an interval type of meter or day.
When you select meter as the interval type, a Meter Type field appears, where you can select the type of meter to apply to the schedule. Only meter types that are common to the meters identified on the linked primary and secondary schedules are available for selection. In addition, the meter interval for the primary PM schedule appears along with the meter interval for the secondary PM schedule, as well as the current occurrence number, the total number of occurrences, and the current cycle number. The meter interval for the primary PM schedule should always be larger than the meter interval for the secondary PM schedule. For example, the meter interval on the primary PM schedule is every 30,000 miles and the meter interval on the secondary PM schedule is every 500 miles.
If you select Day as the interval type on the Cycle tab, the primary interval, the primary schedule type (which determines whether the due date occurs daily, weekly, or monthly), the secondary interval, the secondary schedule type, the current occurrence number, the total number of occurrences, and the current cycle number appear on the grid. For the interval type value, the primary interval should always be greater than the secondary interval. For example, the primary schedule's interval is every 12 months and the secondary schedule's interval is every three months.
Every time the Preventive Maintenance process schedules the next maintenance for a linked secondary PM schedule, it adds one to the Current Occurrence field on the Cycle tab. This field value changes to zero when the current occurrence field reaches the total number of occurrences per cycle. The system calculates the total number of occurrences per cycle by dividing the interval of the primary PM schedule by the interval of the linked secondary PM schedule. For example, if the interval for a primary PM schedule is 30,000 miles and the interval for a linked secondary PM schedule is 7500 miles, then the occurrences per cycle is equal to 4. The system also resets the current cycle, which is updated by the Preventive Maintenance process each time a cycle is completed and the primary and secondary PM schedule's maintenances are linked.
When the black out period is in place and the linking method is cycle, the system will not link the primary and secondary schedules if either the secondary schedule's due date or the primary schedule's due date is within the black out period. When the secondary schedule's due date is within the blackout period, the system will add one to the Current Occurrence field. If the current occurrences reach the total occurrences within a cycle, the Preventive Maintenance process creates a work order for the primary schedule and not the secondary schedule.
Preventive Maintenance and Projection Processing of Linked PM Schedules
You can run the Preventive Maintenance process to generate work orders for linked primary and secondary schedules. You can also run the Preventive Maintenance Projection process to generate work orders and projected due dates for linked primary and secondary schedules.
Linking and the Preventive Maintenance Process
When you run the Preventive Maintenance process, the process links primary and secondary maintenances as long as the linking criteria is met based on the days tolerance or cycle occurrences. The process:
Generates maintenance schedules with the same due date in a single work order, which combines both the primary and secondary tasks.
Generates maintenance schedules with the same due date in a single work order, which contains only primary work order tasks and suppresses secondary tasks.
Generates maintenance schedules with the same due date into multiple work orders, one containing primary schedule tasks, and one or more work orders containing secondary schedule tasks.
Records linking information along with the PM log to enable the tracking of linked maintenances.
Updates the occurrences field for the PM linking cycle in the PM schedule component.
Once preventive maintenance primary and secondary schedules are set up and saved, they are listed on the Preventive Maintenance Schedule Workbench. Users can click a link to edit each schedule. Once the Preventive Maintenance process runs and generates work orders with linked schedules and the PM log is generated, the PM Inquiry component indicates that the schedules have been linked.
Note. If you create two separate primary schedules with the same asset and linked them to the same secondary schedule with the same asset and both schedules have the same calculated due date, when the Preventive Maintenance process runs, it will check for duplicate linkage and only link the secondary schedule to the first primary schedule being processed.
Linking and the Preventive Maintenance Projection Process
The Preventive Maintenance Projection Process links all primary and secondary schedules as they occur. For example, based on the setup of a primary PM schedule and secondary PM schedule, one major service is performed for every three minor services performed. When the PM Projection process runs, it generates nine projections for the minor services and links the major service with the 3rd, 6th, and 9th minor services.
When maintenance is scheduled using Preventive Maintenance or the PM Projection process and there are secondary schedules defined with the days tolerance method, the system compares the calculated due date for the primary schedule to the due date for the secondary schedule. If the due dates are the same, or if the difference between the due dates is a number of days less than or equal to the days tolerance defined in the setup, the process will link the maintenances. The primary due date can be a number of days earlier or later than the secondary due date as long as the number of days is within the days tolerance. If these criteria are not met, the process does not link the maintenances.
Note. If the first projections occurrence is not linked,
the PM Projection process will calculate the secondary and primary remaining
due dates separately, as if no links were set up.
The Preventive Maintenance Projection process updates the Preventive
Maintenance Projection Summary component, which lists primary PM schedules
and indicates if they are linked. The Preventive Maintenance Projection Detail
component displays a list of secondary PM schedules that are linked to a primary
PM schedule. The Preventive Maintenance Projection process also creates a
PM log, which is used for tracking linked maintenances.
Linking Exceptions
When the Preventive Maintenance and Projection processes encounter linking exceptions, users can access an Exceptions page to review the linked transactions. The system sends a email to the scheduler indicating that an exception has occurred and sends the exception to a worklist. You can also view the exceptions based on the process instance using the PM Exception component (Maintenance Management, Preventive Maintenance, PM Exception.)
For example, If the Preventive Maintenance process already scheduled the preventive maintenance for the secondary schedule's maintenance prior to the due date for the primary schedule's maintenance, and the work order status is not complete, closed or canceled, the process will generate an exception and notify the scheduler through an e-mail, which contains a link to the Exceptions page. The user reviews the exception transactions and decides upon an appropriate action. If cancelling the work order is the best solution, the user can click a link on the Exceptions page to access the Work Order Workbench and perform a mass cancellation for all of the listed work orders.
Important! The Scenarios for PeopleSoft Maintenance Management Appendix contains several examples in the Processing PM Linked Schedules section.
See Examples: Processing Linked PM Schedules.
Use this feature to copy the PM Schedule for similar individual assets to expedite the schedule that is set up for newly acquired assets. You define one PM Schedule and copy or clone this PM Schedule for multiple assets. When you select the asset ID that is associated with the schedule that you want to copy in the Copy From section, the date in the AM Business Unit, Asset Field, and Asset Type fields appears in the Copy To search criteria. Values may appear in additional fields depending on the asset ID that you select in the Copy From section. The system searches for and lists all of the assets that fall within the search criteria. You select the target asset to which you want to copy the Copy From asset's schedule.
When you copy schedules from one asset to another asset, the system will copy all PM linking definitions. The system will also copy any specified lead days. Copy Schedule automatically copies any linking and lead days information for all applicable schedules.
You can perform a mass update to PM (preventive maintenance) schedules that fall under a specified business unit and any additional search criteria that you select. A list of PM schedules appear based on your search criteria. You select the schedules that you want to update, and select the values that you want to update for these selected schedules on the Update page. The PM Schedule Mass Update process can update the:
PM Schedule.
PM Blackout Period Schedule.
PM Meter Schedule
PM Linking.
To perform a mass update, you must select a business unit on the Search page. You can also narrow your search by selecting criteria from these group boxes:
Scheduling Option.
Date-based Schedule.
Meter-based Schedule.
Advanced Options.
Blackout Period.
PM Linking.
When you click the Search button, a list of PM schedules matching your search criteria appears. You select the PM schedules that you want to update and click the Save button to save the search and update the selected PM schedules on the Update page.
You can select these options on the Update page:
Search options.
Scheduling options
Date-based Schedule options
Meter-based Schedule options.
Advanced options.
Blackout Period options.
PM Linking options.
The values that you select will be updated on each of the selected schedules when you run the PM Schedule Mass Update (WM_PMSCH_UPD) process. This process uses the current date as the effective date. The system automatically creates a new effective revision if it does not already exist. If a revision exists, the system updates the revision. When a new revision is created, the system copies the current version, and then applies the requested update.
The PM Workbench enables you to review all of the active preventive maintenance schedules that you created for a specific asset. Three different methods are available to search existing PM Schedules, which include:
Searching for the asset identified in a PM Schedule.
You must enter the Asset Management business unit under which the asset was set up and select the asset ID.
Searching for the asset location that is identified in a PM Schedule.
You must enter the Asset Management business unit, the location of the asset that is associated with the PM Schedule.
Searching for the work location, which is where the preventive maintenance work will be performed.
This search option is useful for searching for location schedules that are not associated with an asset. You must enter the work order business unit that is associated with each schedule and the location where the work will be performed.
Once you perform the search, a list of PM Schedules appears on the workbench. You can click the Edit link to access any of the listed schedules. The workbench tabs include:
PM Schedule Info
This tab enables users to click a link and edit a specific PM Schedule. Users can review on the workbench a description, the maintenance type that is associated with each schedule, whether a meter is used, whether any blackout periods exist, whether this schedule is linked to another schedule, a threshold percentage, and the basis date of each schedule listed.
PM Loop Info
This tab enables users to access and edit any PM loop schedules that are listed. Users can also review the PM maintenance loop definition that was used to create the PM Loop Schedule.
Work Order Info
This tab enables users to review the work order business unit, job template, shop, work type, service group, priority code, service group, approval status, internal status, and work order description that is associated with each schedule.
Date Options
This tab enables users to review each schedule type, any intervals, the week (if applicable), the date of the month (if applicable), the day (if applicable), and whether the next maintenance due date is calculated from the completion date of the last preventive maintenance work order.
Scheduling Option
This tab enables users to review the scheduling option that is selected for each preventive maintenance schedule.
Project
This tab enables users to review the PC business unit, project, and activity that are associated with each of the PM Schedules in the list. A WO managed column is also available, which indicates whether the project that is associated with the schedule is a work order-managed project.
CBM Alert
This tab enables users to review the override options, which indicate whether the system should override selected scheduling options and generate a work order, and the CBM source, which is the monitoring system that initiated the alert, for conditional-based maintenance work orders.
Last Reviewed
This tab enables users to review when and who last reviewed each PM Schedule that is listed.
You can also review any meters that were used to determine the next maintenance due date for the selected asset. This grid displays whether the meter is an increasing or decreasing meter, the unit of measure that is used for the readings, the calculation method that is used, and whether the next due date will be projected from the completion date of the last preventive maintenance work order, the system date, or neither. You can click a link to access the Meter Readings History for the meter and asset. You can click another link to access a Meter Readings Trend Chart for a listed meter, which displays the meter readings over a series of meter reading dates and times.
Page Name |
Definition Name |
Navigation |
Usage |
WM_PM_SCHD_PG1 |
|
Define the date-based and meter-based rules for the Preventive Maintenance Process to use in determining the next due date upon which to generate a preventive maintenance work order. |
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WM_PM_SCHD_PG2 |
Select the Advanced Options tab. |
Define work order header specifications, which are optional, that the Preventive Maintenance Process uses when it creates a work order and also define blackout periods to apply to the scheduling rules that are set up on the General Options page. |
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WM_PM_SCHD_CPY |
Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Copy Schedule |
Copy data from an existing PM Schedule to a new PM Schedule. |
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PM Linking |
WM_PM_SCHD_LINK |
Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, click the PM Linking tab. |
Link secondary schedules to a primary schedule. |
WM_PM_SCHD_WKBC |
Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, PM Schedule Workbench |
Maintain an asset's preventive maintenance schedules. |
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WM_PM_SCHD_WKBC |
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Review the date, time, and readings for a specific meter type. |
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AM_MTR_RD_HID |
Click the Details link in the Meter Readings History page. |
View details about the meter reading history for an asset including the date and time, source, operator ID, and daily average. |
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WM_PM_SCH_UPD_RUN1 |
Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, PM Schedule Mass Update, Search tab |
Enter search criteria to search for PM schedules on which to run the Mass Update process. |
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WM_PM_SCH_UPD_RUN1 |
Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, PM Schedule Mass Update, Update |
Select the information on the schedules that you want to update and run the PM Mass Schedule Update (WM_PMSCH_UPD ) process, which updates each of the selected schedules. |
Access the PM Schedule - General Options page. (Select Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Schedule or Loop Schedule, or Location Schedule.)
Description |
Define the purpose of the preventive maintenance work order and describe, briefly, the scheduling rules and intervals being defined in this schedule. |
Basis Date |
Enter the date that you want the Preventive Maintenance Process to use as the base date for the first cycle of generating a preventive maintenance work order. For example, this date is often the installed or in-service date of the asset. The only time that this date is not used for a schedule is when you enter a specific date for the maintenance to occur. Note. The Basis Date field becomes unavailable for selection in the PM Schedule after the first work order is generated. |
Status |
Displays the status of the PM schedule. The PM schedule status will be Inactive till the schedule is approved. The status will be Active after the schedule approval. |
WO Job Template (work order job template) |
Select a work order job template to define the job steps, requirements, and associated data to apply to the work order that is generated by the Preventive Maintenance Process. This template is used unless an overriding template is specified in the preventive maintenance loop definition. |
Override options - Generate one time |
Select to enable the Preventive Maintenance Process to bypass any scheduling rules and force the creation of a work order in the next run of the PM Process. The system deselects this check box after the work order is created. This check box is automatically selected when PeopleSoft Asset Management issues a CBM alert based on a meter reading exceeding its range tolerance for the schedule's asset. The Preventive Maintenance Process looks at this check box and generates a condition-based maintenance work order. |
Scheduling Option |
Select the method that you want to use to schedule this preventive maintenance work order:
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Threshold % (threshold percent) |
Enter a value to instruct the system to force the due date for the preventive maintenance work to occur earlier than the scheduled date based on the percentage that is entered here. Note. You should set the threshold below 100 percent, especially when a long lead time is required to acquire materials, services, and tools that are required to perform the scheduled maintenance that is associated with the PM Schedule. |
Lead Days |
Enter the number of days from the current system date that you want the Preventive Maintenance process to generate a preventive maintenance work order with a future due date. The Preventive Maintenance process ensures that the current date plus the number of lead days is equal to or greater than the calculated due date for the preventive maintenance work order and then creates the work order. |
Approval Status |
Displays the approval status of the schedule. The status will be Initial when a new PM schedule is created.
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Approval History |
Click the Approval History link to view the Approval Preview page. |
Calendar |
Select a calendar for the PM schedule. The PM process will use the calendar setup defined in the Maintenance Management BU definition if the calendar option in the PM schedule is left blank. |
Approval Preview |
Click the Approval Preview button to display the page which holds the PM schedule identifying information, as well as the Approval Map and the Submit for Approval button. The Approval Preview button is displayed when a new or updated PM schedule is saved. |
Submit for Approval |
Click the Submit for Approval button to route the PM schedule to the Compliance Manager. The user will be shown the Approval Preview page, with the Approval map updated to show where the request is within the system. The Submit for Approval button is displayed when a new or updated PM schedule is saved. |
Cancel Approval |
Click the Cancel Approval button to cancel the approval process and display the Approval Preview page. The Cancel Approval button is displayed only when the Approval Status is Pending Approval. |
Note. A preventative maintenance schedule would require approval only in the case of a hazardous asset. The approval process will be enabled only on for hazardous assets.
Schedule Type |
Select the type of date-based schedule for the Preventive Maintenance Process to use to generate a preventive maintenance work order. These values vary depending on the scheduling option that you choose.
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Select the Basic tab.
Meter Type |
Select a type of meter, which is set up in PeopleSoft Asset Management. The default description and the UOM (unit of measure) that are defined for the selected meter type appear. |
Interval |
Enter the specific increasing or decreasing amount that you want the meter to measure, which the system uses to calculate the next maintenance due date. For example, if the asset is a vehicle and the meter is an odometer, enter the number of miles that needs to accumulate before the Preventive Maintenance Process creates a preventive maintenance work order for the vehicle that requires servicing. The Interval field does not appear for meter types that use a meter range, such as a battery. When this type of meter is out of range, PeopleSoft Asset Management sets the Override Options – Generate one time check box to yes (selected). When the Preventive Maintenance Process runs, it generates a condition-based maintenance work order that is based on the alert. Note. You must always enter a positive value for either increasing or decreasing meter measurements. |
Last Reading |
Enter the last PM accumulated meter reading. This field appears on the PM Schedule and Loop Schedule pages when a PM schedule has just been created and no work orders have been generated based on this schedule. The last PM accumulated meter reading must be a valid reading from the Meter Reading page in PeopleSoft Asset Management. See "Entering Meter Readings" section in the PeopleSoft Enterprise Asset Management 9.1 PeopleBook |
See Understanding Preventive Maintenance Schedules.
Meter-based Schedules- Advanced: Estimate Meter Usage is Average from Asset
Select the Meter-based Schedules - Advanced tab. The values in this grid change based on the value that you select for Estimate Meter Usage.
Estimate Meter Usage |
Select Average from Asset. The Preventive Maintenance Process and the Preventive Maintenance Projection process both calculate and project the next maintenance due date using the average meter reading from the PeopleSoft Asset Management meter table. Selecting this value displays these Projected From options:
Select Sampling to determine the next maintenance due date based on one of three methods. The fields that appear when you select this option are described in the next section. Note. If you select None for the Estimate Meter Usage value, the Preventive Maintenance Process generates a preventive maintenance work order based on the interval amount that is indicated in the Basic grid. For example, if you specify an interval of 2000 miles between vehicle services, the system generates a preventive maintenance work order every time its odometer increases by 2000 miles from its last preventive maintenance service. |
Meter-based Schedules- Advanced: Estimate Meter Usage is Sampling
Select the Meter-based Schedules – Advanced tab and select Sampling in the Estimated Meter Usage field to display the following options:
Sampling Method |
Select one of the methods in the list. Sampling methods are used to calculate averages based on an asset's meter-reading history to determine the next preventive maintenance due date. The sampling methods include:
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Access the PM Schedule - Advanced Options page. (Select the Advanced Options tab.)
Access the PM Linking page. (Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, click the PM Linking tab.)
Asset Details |
Click link to access the Asset Information page, which lists characteristics and pertinent information about the asset. You can modify the asset's description on this page. |
PM Linking
Effective Date |
Enter the date from which the setup of these secondary schedules with this primary schedule is effective. You can change this effective date when you change the secondary schedule setup by clicking the plus icon. This enables you to track changes to this page. |
Status |
Select active or inactive to identify the status of this PM Linking secondary schedule setup. |
Sequence |
Enter a sequence number for the primary schedule if you selected Merge as the linking action. The numbers entered in this field will define the order of the primary and secondary job template for the Preventive Maintenance process to use when it creates work orders and merges primary tasks and secondary tasks. If you selected either Separate or Suppress as the linking action, you can leave the sequence value blank. For example: The selected linking action is Merge and the:
When the Preventive Maintenance process creates the tasks in the work order, the MAJOR tasks are first, followed by MINORB tasks, and then MINORA tasks.
Note. The work order header fields are always populated with the primary schedule information regardless of the sequence number value entered for the primary schedule. Any duplicate tasks between schedules are deleted. If MAJOR has one of its tasks in common with MINORA, the Preventive Maintenance process will keep only one of the tasks. |
You select the secondary schedules that you want to add to this primary schedule using the General and Cycle tabs.
Select the General tab.
Edit |
Click this link to access the selected secondary schedule. If you have not selected a secondary schedule, you can click this link to access the PM Schedule Search Results page and select a secondary schedule from the list of schedules in the Search Results. |
Sequence |
Enter a sequence number for each secondary schedule if you selected Merge as the linking action. The numbers entered in this field will define the order of the primary and secondary job template for the Preventive Maintenance process to use when it creates work orders and merges primary tasks and secondary tasks. Note. If you selected either Separate or Suppress as the linking action, you can leave these values blank. See Example in PM Linking subtopic. |
Schedule ID |
Enter a Schedule ID or click the search icon and select a secondary schedule to associate with this primary schedule. |
Description |
Displays the description of the selected secondary schedule. |
Linking Method |
Select one of these linking methods:
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Linking Action |
Select one of these values:
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Days Tolerance |
Enter the number days between the calculated due date of the primary schedule and the calculated due date of the selected secondary schedule. For example:
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When you select the Linking by Cycle as the Linking Method on the General tab, only the Linking Action field appears on the tab and a Cycle tab appears next to the General tab.
You select the linking action that defines whether the Preventive Maintenance process creates one or multiple work orders as described previously. This field works the same for both the Days Tolerance and Linking by Cycle methods.
Once you select the Linking by Cycle method and the linking action, select the Cycle tab.
Interval Type |
Select either:
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Primary Interval |
Displays the interval entered for the primary PM schedule on the General Options page. This value must always be greater than any secondary intervals. This field is display-only. You must access the General Options page to modify this value. If you selected Day as the interval type, this field displays the number of days that you entered in the Interval field on the General Options page. If you selected Meter as the interval type, theMeter Type field appears. You select the meter type, such as Hours, and the primary interval hours set up on the General Options page for the primary schedule and the secondary schedule display in their appropriate fields. |
Schedule Type |
Displays the schedule type for the primary schedule, which appears on the General Options page of the Schedule component. This field only appears if the selected interval type is Day. You can only change this value by accessing the Schedule Type field on the General Options page of the primary schedule. |
Secondary Interval |
Displays the date interval set up on the General Options page for a secondary schedule. This value must always be smaller than the primary schedule interval. This field should is display-only. You can click the Edit link and update the secondary schedule in the General Options page. |
Schedule Type |
Displays the schedule type for the secondary schedule, which appears on the General Options page of the Schedule component. This field only appears if the selected interval type is Day You can change this field by clicking the Edit link for each secondary schedule listed in the Secondary Schedules grid. |
Current Occurrence |
The Preventive Maintenance process adds 1 to this field every time it schedules the next maintenance for a secondary schedule. When this field gets to the total number of occurrences per cycle and the primary schedule is also due, the system updates this field with zero. This is always a display only field. |
Occurrences per Cycle |
Displays the number of secondary intervals that occur within a primary interval. The system calculates this figure using the formula: primary interval / secondary interval = occurrences per cycle. For date intervals, the interval is converted to days. A cycle should have at least two occurrences. Whenever a secondary schedule's interval is changed and it is defined in the linking definition using the cycle method, the system validates the occurrences per cycle field with the new interval value. Example of the calculation for occurrences per cycle based on meters:
Example of the calculation for occurrences per cycle based on days:
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Current Cycle |
Displays current maintenance cycle for the linking the primary schedule to this secondary schedule. Once the Preventive Maintenance process runs and links the primary schedule maintenance with the secondary schedule maintenance for each of the occurrences per cycle, then the cycle is considered complete and the system updates the value in this Current Cycle field. For example: If the current cycle value is 1, the occurrences per cycle are 4and the current occurrence is also 4, the current cycle value will change to 2 after the Preventive Maintenance process runs and links the secondary schedule maintenance with the primary schedule maintenance. |
Access the Copy PM Schedule page. (Select Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Copy Schedule.)
Search |
Click to display a list of assets in the Search Results grid based on the criteria that you set up in the Copy To group box. |
Copy |
Select the target assets from the Search Results group box to which you want to copy the selected copy from asset's schedule. Once the schedule is copied to the selected assets, then you can review and modify the new schedules of the assets by selecting Preventive Maintenance Schedule Setup, Schedule. |
Select the Asset Management business unit that is associated with the asset PM Schedule from which you want to copy. When you select the asset ID that is associated with the schedule from which you want to copy, the AM business unit and the asset type values appear in the fields in the Copy To group box of the page. Additional field values may also appear depending on the asset ID that you select in the Copy From group box on the page. The system automatically copies any linking and lead days information for all applicable schedules.
Note. The only assets that appear in the list are assets that are associated with a PM Schedule.
AM Business Unit (Asset Management business unit) |
Select a business unit to narrow the search for the target assets to which you want to copy the preventive maintenance schedule. When you select an asset ID in the Copy From group box, the AM Business Unit and Asset Type values appear in this Copy To group box. Note. You can override or delete the values from all of the asset characteristic fields except for Asset Type. |
From (asset identifier) and To (asset identifier) |
Enter a range of asset IDs, serial IDs, tag numbers, or vehicle identification numbers (VIN). The field names that appear are based on the value that you select for the Asset Field. If you select Don't Show for the Asset Field value, then these fields do not appear at all. Once you set up the Copy To and Copy From criteria, when you click the Search button, schedules that match the criteria appear on the page and the Copy button is enabled. If no schedules appear, then there are not schedules available to match the criteria you selected. You should modify your criteria or select another asset. Once schedules appear on the page, you can select the schedules you want to copy and click the Copy button. A message appears indicating that PM schedules for the number of schedules that you selected were created. When search for PM schedules on the PM Schedule search page, these new schedules should be listed. Note. Since a maintenance type is associated with an asset subtype during setup and should not be changed, the Asset Subtype field on this page is inaccessible to avoid selecting an incorrect value for the maintenance type. |
Access the PM Schedule Mass Update – Search page. (Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, PM Schedule Mass Update, Search page)
Run Control ID |
Select or add a run control ID on the PM Schedule Mass Update Find an Existing Value or Add a New Value search pages. |
Search |
Click this button after selecting any of the options in each of the group boxes listed below that you want to use to narrow your search criteria for schedules for which you want to perform a PM Mass Schedule Update. After clicking this button, a list of PM schedules appears on the page. You select the schedules from the list for which you want to perform a PM Mass Schedule Update and click the Save button. Once the selected schedules are saved, you can click the Update tab. |
Business Unit |
You are required to enter a business unit to search for schedules to update. |
Search Field |
You can optionally select one of these values to narrow your search for schedules to update:
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Remaining Fields in Group Box |
The rest of the fields on this page are self-explanatory and appear on other schedule page. See Creating a Preventive Maintenance Schedule. See Setting Up Advanced Options for a Preventive Maintenance Schedule. |
Select one of these scheduling options to narrow your search for schedules that you want to update. These options appear on the Schedule - General Options page (Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Schedule, General Options page).
See Creating a Preventive Maintenance Schedule.
Schedule Type |
The schedule type values appear on the Schedule-General Options page (Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, Schedule, General Options page.) |
Meter Type |
Select a meter type to narrow your search for schedules for which you want to perform a PM Mass Schedule Update. |
Select any advanced options to narrow your search for schedules for which you want to perform a PM Mass Schedule Update.
See Setting Up Advanced Options for a Preventive Maintenance Schedule.
Enter the dates of any blackout periods to narrow your search for schedules for which you want to perform a PM Mass Schedule Update.
See Blackout Periods.
Select any secondary schedules that are linked to this primary schedule to narrow your search for schedules for which you want to perform a PM Mass Schedule Update.
See PM Schedule Linking.
Access the PM Schedule Mass Update - Update tab. (Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, PM Schedule Mass Update, Update tab)
Important! You cannot access the Update tab until you search for PM schedules to update and save the Search page.
The values that you selected on the Search page appear on the Update page. You can override or select different values before you click the Run button.
Last Run On: |
Displays the date that the PM Schedule Mass Update process was last run. |
Run |
Click this button to run the PM Schedule Mass Update (WM_PMSCH_UPD) process. When you run this process, the system uses the current date as the effective date. The system automatically creates a new effective revision if it does not already exist. If a revision exists, the system updates the revision. When a new revision is created, the system copies the current version, and then applies the requested update |
Access the Preventive Maintenance Schedule Workbench page: (Select Maintenance Management, Preventive Maintenance, PM Schedule Management Setup, PM Schedule Workbench.)
Search by |
Select one of the following values:
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PM Schedule Info
Click the Edit link to access and update the associated PM Schedule. This tab contains a check box, which indicates whether the schedule has linking setup information.
PM Loop Info
Click the View link to access the PM Maintenance Loop Find an Existing Value page and select a maintenance loop to review.
CBM Alert
If this asset is associated with a meter that has a range tolerance, and the meter reading for the asset exceeds the tolerance limit, then a condition-based maintenance alert is sent from PeopleSoft Asset Management to PeopleSoft Maintenance Management. PeopleSoft Asset Management automatically selects the override option in the schedule to enable the Preventive Maintenance Process to generate a condition-based maintenance work order.
Meter and Meter Readings History
This grid appears if one or more meters are associated with an asset. Click the View link to view the Meter Reading History information in PeopleSoft Asset Management.
Blackout Periods
If you set up blackout periods for a schedule, they appear as part of the PM Schedule Workbench if you select the check boxes for the schedules in the list that have the Blackout check box selected.
To run the Preventive Maintenance Process, use the Run Preventive Maintenance (WM_PM_RUN_CNTL) component.
To review the results of preventive maintenance information, use the View Preventive Maintenance (WM_PM) component.
This section provides overviews of the Preventive Maintenance Process, Preventive Maintenance Process log, errors, and Preventive Maintenance Inquiry and discusses how to:
Run the Preventive Maintenance Process.
Review the preventive maintenance inquiry.
The Preventive Maintenance Process uses the date-based and meter-based preventive maintenance schedule information, the work order job templates associated with the PM Schedule, the effective date in the job template that is closest to the next calculated maintenance date, and the work order header and project information to create a work order that is based on the determination of the next maintenance due date. Preventive maintenance work orders are created for single assets, loops, and locations based on their associated schedules. The system processes both unlinked and linked schedules. Most of the preventive maintenance work order fields are copied from the work order job template that is specified in the preventive maintenance schedule's General Options page or for assets that are defined in a maintenance loop. The rules and formulas that determine the next maintenance due date based on the selections that you make in the schedule are discussed previously in the Understanding Preventive Maintenance Schedules section.
After the preventive maintenance work order is created, it is accessible through the Work Order component. You can access the preventive maintenance work order and schedule resources, if needed. Once you schedule individual technicians or technicians that belong to a crew to a work order, the preventive maintenance work order appears as a link in the technicians' workbench. If a scheduler is assigned in the work order, the work order appears in the scheduler's view of the Work Order Workbench.
Preventive maintenance work orders have the same status values as any other work orders that are created in PeopleSoft Maintenance Management.
Depending on the scheduling options that you selected in the schedule, the Preventive Maintenance Process may not always create a work order. The following is an example of this situation.
You select the scheduling option, Generate work order if the prior is Complete. If prior work order is not Complete, update the PM Log to identify that the scheduled work order will be fulfilled by the prior work order.
You do not change the status of the current work order to complete, and it is time for the next maintenance based on the due date.
As a result of your actions in the example, the Preventive Maintenance Process creates an audit record every time a work order due date comes around, but does not create a new work order. The Preventive Maintenance Process creates an audit record every time a work order due date comes around, but does not create a new work order.
The Preventive Maintenance Process creates an audit record every time a work order due date comes around, but does not create a new work order.
If you selected Always generate work orders based on the PM Schedule or Generate work order if the prior is Complete in the PM Schedule, the Preventive Maintenance Process uses the previously calculated meter reading instead of the meter reading that is based on the last work order. This applies to all Preventive Maintenance Processes. If the prior work order is not complete, the process updates the Process Log to indicate that the scheduled work order will be fulfilled by the prior work order.
Important! You cannot access a preventive maintenance work order through the Express Work Order component.
The default hierarchy for the Preventive Maintenance Process is set up so that the default values that are set up in the work order business unit are used in the preventive maintenance work order if they are not overridden at one of the subsequent levels. The work order also uses the default orders that are set up for the control default order and the project default order in the work order business unit.
See PM Schedule Linking.
See Setting Up PeopleSoft Maintenance Management System Parameters.
The main default hierarchy is:
Work order business unit.
Service group.
Work order type.
Shop.
Work order job template.
Preventive maintenance schedule.
The following table describes the source of the default values that appear in a preventive maintenance work order header and describes the default hierarchies for the values.
Preventive Maintenance Work Order Default Fields |
Source |
Default Value Derived From |
Business Unit |
Defined in the PM Schedule. |
PM Schedule. |
Work Order Type |
Defined in the PM Schedule. |
|
PC Business Unit |
Defined in the Work Order Business Unit. |
Work Order Business Unit. |
AM Business Unit |
Defined in either the PM Schedule setup or the Maintenance Loop setup. |
PM Schedule or Maintenance Loop. |
Asset ID |
Defined in either the PM Schedule setup or the Maintenance Loop setup. |
PM Schedule or Maintenance Loop. |
Service Group |
Defined in the PM Schedule. |
|
Location |
Defined in the Location Schedule. |
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Shop ID |
Defined in the PM Schedule. |
|
Parent Work Order ID |
Defined in the Job Template. |
Job Template. |
Priority Code |
Defined in the PM Schedule. |
|
Approval Status |
Defined in the PM Schedule. |
|
Project ID |
Defined in the PM Schedule. |
Dependent on whether this is a work order-managed project or a Project Costing-managed project. You can specify this value in the PM Schedule's Advanced Options page for either type of project. However, you can also leave the field blank for a work-order managed project. If you leave the field blank, the default project is generated in the work order based on the Project Default Order in the work order business unit. |
Task Status |
Defined in the PM Schedule. |
|
Asset Up Flag |
Defined for the asset in PeopleSoft Asset Management. |
Asset Definition in PeopleSoft Asset Management. |
Scheduler Code |
Defined in the shop. |
Shop. |
Job Template |
Defined in PM Schedule. |
PM Schedule. |
Dependent Task and Overlap Percentage |
Defined in job template. |
Job template that is associated with the PM Schedule. |
Chargebacks |
Defined in the shop. |
Shop value in PM Schedule.
|
Project Costing Default Rate Set |
Defined in the shop. (Rate Set is set up originally in PeopleSoft Project Costing) |
Shop value in PM Schedule.
|
See Understanding Preventive Maintenance Work Orders.
Scheduling a Preventive Maintenance Work Order
Once the Preventive Maintenance Process applies the formulas and calculations based on your specifications in the schedule, it normally generates a work order on a given date. You can access the work order from the Work Order Workbench component or access it directly in the Work Order component to schedule the work order.
When you access the work order, you may want to override the header values that are supplied by default from the Preventive Maintenance schedule. The labor, inventory, purchase/on-hand, and tool requirements, along with instructions, a checklist, notes, and attachments are derived from the task templates that are associated with the job template that you attached to the schedule.
If you plan to schedule labor and inventory resources, you may need to consider:
Crew scheduling.
PeopleSoft Maintenance Management enables you to schedule individual technicians and crews on preventive maintenance work orders. To enable you to perform crew scheduling, the Schedule Crews check box on the Shop Definition page of the shop that you selected for the preventive maintenance work order must be selected. You must also set up crews and assign them to the shop. Schedulers must access the Crew Scheduling Workbench to determine the capacity of one or more crew to perform the preventive maintenance work order's tasks and schedule the crews from the Labor Assignment Workbench, along with technicians that are not part of a crew, if desired.
Inventory parts commitment and reservation.
To commit and reserve inventory parts for work order tasks, you must apply a combination of commit and reservation rules to the work order. These rules are set up at the work order business unit level, the shop level, and the shop/type level that is defined within the shop. The Preventive Maintenance Process calls the Reservation process when the material is ready to reserve based on the reserve rules.
The Commit Rules that are defined at the business unit, shop, and work order type level are:
Commit at Reserve
Selecting this Commit rule enables you to defer committing the items to PeopleSoft Inventory until the time you choose to reserve the items. The Preventive Maintenance Process will call the commit and reservation processes for transactions and point to this commit rule, as long as the associated reservation rule is either Parts List Creation or Status Change where the task status is equal to the reservation status.
Important! The Preventive Maintenance Process does not trigger the Batch Reservation process in PeopleSoft Inventory, which means that if you select a combination of the Commit at Reserve rule and the Batch Reservation rule at the business unit, shop, or shop/type level, then the Preventive Maintenance Process will create a work order without triggering the commit or reserve rules. Once the work order is created by the Preventive Maintenance Process, you can run the Batch Reservation process in PeopleSoft Inventory (Inventory, Fufill Stock Orders, Stock Requests, Reserve Materials Process) to commit and reserve the inventory that is identified in the job template that is associated with the PM Schedule.
Parts List
The addition of an inventory item to the parts list means that items are committed when they have been added to the Inventory Schedules grid and a save has been issued. Each subsequent part that is added and saved on the work order task will commit the item to PeopleSoft Inventory.
Picking Plan
You cannot create a picking plan in Preventive Maintenance, which means that the Preventive Maintenance Process does not have access to this option. You can create a picking plan only after the work order is created.
Work Order Status Change
Items are committed when the work order task status is changed to a status of Awaiting Schedule, Scheduled, or Work in Progress.
The Reservation Rules that are defined at the business unit, shop, and work-order type level are:
Batch Reserve Only
You must select Inventory, Fulfill Stock Orders, Stock Requests, Reserve Materials Process in PeopleSoft Inventory to run the Batch Reservation process, which reserves committed rows for all work orders. The Preventive Maintenance Process does not initiate the Batch Reservation process. If you select this reservation rule in combination with the Commit at Reserve rule in the business unit, shop, or shop/type, you cannot reserve the inventory that is specified in the job template of the PM Schedule until after the Preventive Maintenance Process generates the work order. Once a work order is generated, you can access PeopleSoft Inventory and run the Batch Reservation process. The Batch Reservation process does not differentiate between preventive maintenance and other types of work orders.
Parts List Creation
When the parts (items) in the work order task are saved, the parts (items) are reserved.
Pick Plan Creation
This option does not apply to the Preventive Maintenance Process because it can reserve parts only when the picking plan is run
Work Order Status Change
When the status of the work order task is changed to Awaiting Schedule, Scheduled, or Work in Progress, the parts (items) are reserved.
See Setting Up PeopleSoft Maintenance Management Work Order Parameters.
See Performing Crew Scheduling.
Processing a Preventive Maintenance Work Order
When the Preventive Maintenance Process runs, it calculates the estimated costs for labor, inventory, purchased materials, and tools. It also calculates the required end date based on the duration that is specified in the job template, which assumes that one day has 24 work hours.
The formula for calculating the work order end date is:
WO Start Date + (Duration in Job Template ÷ 24) = Work Order End Date
You can apply work order access security to preventive maintenance work orders just as you do for other work orders. The shop in the preventive maintenance work order serves as the default shop in the Work Order Access page. You can add shops if necessary. If this is a PeopleSoft Project Costing managed work order, work order access security based on resource pools applies.
See Business Unit Setup Options.
Use the Run Preventive Maintenance - Process Log page to track the Preventive Maintenance Process based on its process instances and review any messages that are generated by the process. You can also click the Process Monitor link to view the status of each process instance in a batch. You can view processing details for each process instance from the process monitor, as well as view the status of the servers that are running the processes.
Use the Run Preventive Maintenance - Errors page to view any error messages and their associated details that are generated by the Preventive Maintenance Process. You can also review the asset business unit, asset identification, setID, maintenance loop ID, and maintenance type that are associated with each error.
After the Preventive Maintenance Process is complete, you can access the Preventive Maintenance Inquiry page to view the results of processing a specific asset ID based on its associated work order business unit, asset business unit and maintenance type. The transactions that are listed in this inquiry are the Preventive Maintenance (PM) audit records. This inquiry uses basically the same format as the Preventive Maintenance Workbench and contains the same tabs.
PM Info (information)
This tab lists all of the PM schedules that were processed, the schedule ID, due date, schedule type, percentage due, if a blackout period existed, if a meter was used, whether the schedule was linked, the threshold percentage, the process type, basis date, and the last date that the schedule was processed. You click an edit link to access and edit the PM schedule as well as review the blackout periods and the Meter Readings Trend chart.
When the maintenance percentage is 50 percent, for example, then the preventive maintenance work is half way from being due and the Percent Due displays as 50 percent. When the Percent Due value is 100 percent, then the process creates a work order unless the maintenance due date falls in a blackout period.
PM Maintenance Loop
This tab lists the loop schedule information, if a loop schedule was processed. You can access and edit each loop schedule.
Work Order Info (information)
This tab identifies the last work order that was created for this asset, the work order business unit, and the work order's status. You can click a link to view the work order.
Date Options
This tab identifies the schedule type for each asset, the interval processed, the date of the month, day of the month, week of the month the asset was processed, and whether the due dates were based upon the last PM completion.
Scheduling Option
This tab identifies which scheduling option was selected on the asset's schedule.
CBM (Condition Based Maintenance) Alert
This tab identifies whether the CBM Alert was turned off or on. If it was turned on, it identifies the source of the alert.
Estimated Cost
This tab describes the estimated resource costs of the work order based on the requirements defined in the job template associated with the asset's schedule.
You can also click a link to access the business calendar that is associated with PeopleSoft Maintenance Management, and the Meter Readings History for a meter that is associated with the asset being maintained.
Note. Readings are based only on meter-based schedules.
Page Name |
Definition Name |
Navigation |
Usage |
WM_PM_RUN_SEL |
Maintenance Management, Preventive Maintenance, Run Preventive Maintenance |
Run the Preventive Maintenance Process. |
|
WM_PM_RUN_LOG |
Maintenance Management, Preventive Maintenance, Run Preventive Maintenance, Process Log |
Track the progress and any messages based on the Preventive Maintenance Processing. |
|
WM_PM_RUN_ERROR |
Maintenance Management, Preventive Maintenance, Run Preventive Maintenance, Errors |
Display and review any error messages that were generated during Preventive Maintenance Processing. |
|
WM_PM |
Maintenance Management, Preventive Maintenance, View Preventive Maintenance |
Display the status of preventive maintenance work orders. |
|
WM_BUS_CALENDAR |
Click the Calendar link on the Preventive Maintenance Inquiry page. |
Review the business calendar, including holidays, that is associated with the work order business unit for this Preventive Maintenance Inquiry. |
|
AM_MTR_RD_HIS |
Click the Meter Readings History link on the Preventive Maintenance Inquiry page. |
Enter a meter and date range and review the meter reading history for the selected meter. |
|
AM_MTR_RD_HID |
Click the Details link for a specific meter reading on the Meter Readings History page. |
Review comments and the detail information regarding a selected meter reading. |
|
WM_PM_MTR |
Click the Meter icon in the PM Info grid of the Preventive Maintenance Inquiry page. |
Review the meter-based schedule information details for a meter, projected meter, and meter sample. |
|
PM Exception |
WM_PM_EXCEPTION |
Maintenance Management, Preventive Maintenance, PM Exception |
Review a list of preventive maintenance exceptions, including linking exceptions, after running the Preventive Maintenance ad Projection processes. |
Preventive Maintenance Linking |
WM_PM_LINK |
Maintenance Management, Preventive Maintenance, View Preventive Maintenance, click the Linked link on the PM Info tab. |
Displays secondary schedules linked to the selected primary schedule. |
Access the Run Preventive Maintenance - Selection page. (Select Maintenance Management, Preventive Maintenance, Run Preventive Maintenance.)
Selection Type |
Select the type of data to use to run the Preventive Maintenance Process. Selecting this option displays a list of selection data types, which includes:
|
AM Business Unit List
Selecting AM business unit list in the Selection Type field makes all subsequent fields inaccessible to the user except for the Selection grid, where you can create a list of Asset Management business units to serve as criteria for which to run the Preventive Maintenance Process.
All Business Units
Selecting All business units in the Selection Type field makes all subsequent fields inaccessible to the user and does not display the Selection grid because the Preventive Maintenance Process is run for both PeopleSoft Asset Management and work order business units.
Asset Classification
Selecting Asset classification in the Selection Type field makes all subsequent fields inaccessible except for the Search grid, where you create a list of asset characteristics, which include asset type, subtype, manufacturer, and model # to serve as criteria for running the Preventive Maintenance Process.
Location List
Selecting Location list in the Selection Type field makes all subsequent fields inaccessible except for the Search grid, where you create a list of work order business units and their associated locations to serve as criteria for running the Preventive Maintenance Process. This list consists of the locations that you can specify in the Location Schedule component.
Maintenance Type List
Selecting Maintenance type list in the Selection Type field makes all subsequent fields inaccessible except for the Search grid, where you create a list of maintenance types to serve as criteria for running the Preventive Maintenance Process.
PM Schedule Selection
Select PM Schedule selection in the Selection Type field.
Selecting this option and then selecting one of the values in the Asset Lookup field enables you to enter active fields as search criteria to search for PM Schedules.
Asset Lookup Field |
Select:
|
Asset ID
Select Asset ID for the Asset Lookup Field value.
Important! If you select one of the other lookup fields that are listed previously, such as Serial ID, the following field descriptions apply except the field names and values will pertain to the Asset Lookup Field value that you selected.
Asset Business Unit |
Select an Asset Management business unit to associate with one or more selected asset IDs. |
Assets and To |
Select a single asset ID or select a second asset ID to create a range of assets to use as search criteria to narrow your search for PM Schedules. |
WO Business Unit (work order business unit) |
Select the work order business unit to associate with one or more selected preventive maintenance loops. |
From Loop ID and To |
Select a single loop ID or select a second loop ID to create a range of loops to use as search criteria to narrow your search for PM Loop Schedules to process. |
From Schedule andTo |
Select a single schedule ID or select a second schedule ID to create a range of schedule IDs to use as search criteria to narrow your search for PM Schedules to process. If you select a primary schedule with linked secondary schedules, the Preventive Maintenance process will automatically process any secondary schedules associated with this primary schedule and check the linkage of the maintenances. |
From Location andTo |
Select a single location or select a second location to create a range of location schedules to use as search criteria to narrow your search for Location Schedules to process. |
Show Override Options Only |
Select to identify the preventive maintenance schedules that have the Override Options - Generate One Time check box selected in a schedule's General Options page. Click the Search button to display a list of the preventive maintenance schedules that match this criteria. Note. If you select this field, the Asset Lookup, Asset Business Unit, Asset, To, Maintenance Business Unit, Loop, and To fields become inaccessible. |
Search |
Click to search for preventive maintenance schedules that match the search criteria. A list of preventive maintenance schedules appears in a grid based on the criteria that you selected. You can then select the schedules that you want to include in the Preventive Maintenance Process. |
Don't Show
Select Don't Show in the Asset Lookup Field. This selection makes the Asset Business Unit, Asset, and To fields inaccessible to the user. However, you can complete the Maintenance Business Unit, Loop, and To fields as search criteria and click the Search button to list the preventive maintenance schedules based on the selected criteria. You can then select the preventive maintenance schedules that you want the Preventive Maintenance Process to use.
Note. You can also select the Show Override Options Only check box, which makes all of the other fields inaccessible.
Serial ID
Select Serial ID in the Asset Lookup Field. All of the subsequent fields and buttons appear and work the same way as your selection of the asset ID, except that you can enter one serial ID or a number or a range of serial IDs instead of one or more asset IDs.
Tag # (tag number)
Select Tag # in the Asset Lookup Field. All of the subsequent fields and buttons appear and work the same way as your selection of the asset ID, except that you can enter one tag number or a range of tag numbers instead of one or more asset IDs.
VIN (vehicle identification number)
Select VIN in the Asset Lookup Field. All of the subsequent fields and buttons appear and work the same way as your selection of the asset ID, except that you can enter one VIN or a range of VINs instead of one or more asset IDs.
Access the Preventive Maintenance Inquiry page. (Select Maintenance Management, Preventive Maintenance, View Preventive Maintenance.)
You can search for all work orders that were created by the Preventive Maintenance Process by leaving the Business Unit, AM Business Unit, Asset Identification, Maintenance Type, Location Code, and Loop ID fields blank and clicking the Search button on the Preventive Maintenance search page.
Calendar |
Click to review the business calendar. |
View Meter History |
Click to view the Meter Reading History for the meter that is associated with this asset. |
Due Date From and To |
Enter a range of preventive maintenance due dates to display the associated preventive maintenance work orders that were generated by the Preventive Maintenance Process. |
Reading From and To |
Enter a range of meter reading values to display a list of work orders that were generated for the selected asset based on meter readings. |
Percent From and Percent Through |
Enter a range of percentage due values to display a list of work orders with percentage due values that fall within this range for the selected asset. |
After specifying the search criteria, click Search to display work orders in the grid. Select the PM Info tab.
Edit |
Click to access and edit the schedule that is associated with the row. |
Schedule Type |
Identifies the calculation method that was used to trigger the creation of the work order. The listed schedule type can be:
|
Percent Due |
Displays the maintenance percentage due amount based on the calculation of the maintenance due date. This calculation is performed by the Preventive Maintenance Process to generate a work order. The formula for calculating this percentage is Percent Due = 100 × Current Reading − Previous Work Order Reading ÷ Meter Interval This field may have a value:
|
Blackout |
Click to display the blackout periods that are associated with the selected schedule. |
Meter |
Click to access the Preventive Maintenance Meter page. You can click an icon on this page to access and view the Meter Readings Trend Chart, which charts the meter reading date and time against the meter reading over a period of time. You can also view project meter readings based on a specific projection method and view the meter sample, if used. |
Linked |
Identifies whether the PM schedule is linked. You can click the Linked link and review any linked secondary schedules on the Preventive Maintenance Linking page. |
Primary Schedule |
Displays the primary schedule ID to which this secondary schedule is linked. This field only appears for secondary schedules that are linked to primary schedules. |
Select the PM Maintenance Loop tab to display the setID that is associated with a maintenance loop ID if this is a preventive maintenance Loop Schedule.
Select the Work Order Info tab to display the work order business unit, the work order number, and the current work order status. You can also click a View link to view the actual work order. You cannot modify the work order using this link.
Select the Date Options tab to view the date option (if applicable) that was selected for each of the listed schedules.
Select the Scheduling Options tab to view the scheduling option (if applicable) that was selected for each of the listed schedules.
Select the CBM Alert (condition-based maintenance alert) tab to view the CBM alert, the source of the CBM alert, the alert ID, and the CBM alert date and time. This appears only for preventive maintenance schedules that are associated with condition-based maintenance work orders and indicates whether the CBM was used (On) or not used (Off.)
This tab lists the estimated labor, tools, inventory, and procurement costs. These estimated costs are calculated first in the Preventive Maintenance Process. They can be recalculated later based on changes made to the work order.
Access the Preventive Maintenance Meter page. (Click the Meter icon in the PM Info grid of the Preventive Maintenance Inquiry page.)
This page includes these three grids.
Meter |
This grid describes the meters that are used by the PM Schedule. This information includes:
|
Projected Meter |
If this meter is used to perform projected meter readings, this grid describes the methods that were used to create the projections. The columns on this grid include:
|
Meter Sample |
Describes the details of the sample taken if the sampling method was used for a projection. The columns are:
|
To generate preventive maintenance projections, use the Run Project (WM_PM_PJC_RUN) component.
To review projections use:
To integrate preventive maintenance projections with Microsoft Project, use the Microsoft Project Integration (WM_MSP) component.
This section provides an overview of Preventive Maintenance projections and discusses how to:
Set up processing options for preventive maintenance projections.
Review a summary of preventive maintenance projections.
Review details of preventive maintenance projections.
Export preventive maintenance projections and work orders to Microsoft Project.
Import work order data from Microsoft Project to Maintenance Management.
Preventive maintenance projections enable you to plan future maintenance, as well as determine future labor and material demand. The Preventive Maintenance Projection process uses the maintenance rules and intervals that you set up for a single asset, asset loop, or location in the preventive maintenance schedule to determine when to create the projected maintenance work. The Preventive Maintenance Projection process also generates work orders and projections linked single asset, asset loop, and location schedules. Once these projections are generated into a staging area, you can view the results using the View Projection Detail and the View Project Summary components in PeopleSoft Maintenance Management or by loading the projection data into Microsoft Project. You can create work orders based on selected projections directly from the Projection Summary inquiry. The difference between the Preventive Maintenance Process and the Preventive Maintenance Projection process is that the Preventive Maintenance Process generates the first maintenance due date, while the Preventive Maintenance Projection process generates multiple projections with future dates based on a specified period of time or on the number of occurrences that are entered. The Preventive Maintenance Projection process generates a projection with the most recent projected start date. For example, if the date-based rule is every 15 days, and the start date for the meter-based rule is projected for 30 days ahead, the process creates the projection based on the date-based rule, because the projected start date is more recent than the one that was calculated for the meter-based rules.
Note. The Preventive Maintenance Projection process generates the same projection for all of the assets that are defined in the loop.
Projections are processed based on the data that is entered in the preventive maintenance schedule. The calculation methods that the Preventive Maintenance Projection process uses to generate preventive maintenance projections are the same methods that are used by the Preventive Maintenance Process that is described in the Understanding Preventive Maintenance Scheduling section. They are:
Date-based schedules
The Preventive Maintenance Projection process calculates these projections based on the date and period rules that are set up in the preventive maintenance schedule. The process determines the next projected date by adding the date interval to the last generated projection date. Blackout periods that are set up in the schedule are taken into account for projections. For example, if a blackout period is set up from July 1, 2005 to September 1, 2005 and the projected date falls within the blackout period, the process does not generate that projection. The Preventive Maintenance Projection process uses the start date that is defined in a schedule's General Options page, rather than the last preventive maintenance work-order date for the first cycle.
Important! Projections are not generated for schedules using specific dates. In addition, the threshold that is indicated in the PM Schedule is not used for projections.
Meter-based rules
The meter-based rules are:
Basic or fixed meter rules.
Important! Projections are not calculated for these rules.
Average from asset meter-based rules, which are used to determine the average meter reading from the PeopleSoft Asset Management Meter Reading table and then use the same calculation as the Sampling Days and the Sampling Readings rules to determine the next maintenance due date.
Sampling days meter-based rules, which are used to calculate the average meter reading based on the PeopleSoft Asset Management Meter Reading History table using a sample size of a specified number days. This average meter reading is then used to calculate the number of days until the next maintenance is due.
Sampling readings meter-based rules, which are used to calculate the average meter reading based on the PeopleSoft Asset Management Meter Reading History table using a sample size of a specified number of meter readings. This average meter reading is then used to calculate the number of days until the next maintenance is due.
See Understanding Preventive Maintenance Schedules.
Note. If no readings are available, the system uses the estimated average reading from the PeopleSoft Asset Management setup. If the estimated average is not found, the system issues an error message. If only one reading is on the PeopleSoft Asset Management Meter Reading History within the period that is determined in the sample size field, the Preventive Maintenance Projection process issues an error message indicating that no reading history is available from which to perform projections. If the user specifies a sample size that is greater than the number of readings available, the Preventive Maintenance Projection process proceeds to generate the projections and issues a warning message in the error table.
Cycle meter-based rules.
These rules are based on the calculation of the percentage of the maintenance that is due. The system then calculates the number of actual days that were required to get to the percentage of the maintenance due. Finally, the system calculates the number of days that will be required to reach 100 percent maintenance due.
If the Preventive Maintenance Projection process is calculating the first projection date for the preventive maintenance schedule, the projected date will be thirty days forward from the last work order completion date. For the projections following this first one, the next projected date will be the thirty days forward from the previous projected date.
Note. You can perform projections if no readings are available
from the last maintenance completed for first cycles. The Preventive Maintenance
Projection process uses zero as the value for the meter reading of last maintenance
completed for the meter type, which is set up in PeopleSoft Asset Management.
Also, if no last maintenance completed date is available for first cycles,
the Preventive Maintenance Projection process uses the start date that is
defined in the PM Schedule, which may be the same date as the asset acquisition
date, in service date, or any other user-defined date.
If you selected Always generate work orders based on the
PM Schedule or Generate work order if the prior
is Complete in the PM Schedule, the Preventive Maintenance
Process uses the previously calculated meter reading instead of the meter
reading based on the last work order. This applies to all preventive maintenance
and projection processes. If the prior work order is not complete, the process
updates the Process Log to indicate that the scheduled work order will be
fulfilled by the prior work order.
Important! Calculations for Averages from Asset, Sampling
Days, and Sampling Readings projections are based on the selection in the
PM Schedule of the Current System Date, which is
the date that the Preventive Maintenance Process was last run, or the Last
PM Complete Date, which is the date that the last preventive
maintenance work order was closed. The Cycle rules use only the current system
date.
If the projection is based on the last date that a preventive maintenance
work order was closed (last PM completion date) and no date is available because
this is the first cycle, then the process uses the basis date that is defined
in the preventive maintenance schedule's General Options page.
If the projection is based on the last date that the Preventive Maintenance
Process was run (current system date) and this is the first cycle, the process
uses zero as the minimum reading.
If the Preventive Maintenance Projection process calculates a past date
for the next projected date, the system replaces this date with the current
date.
Also, the Preventive Maintenance Projection process does not factor
the work order duration into the calculation of the next projected start date.
The Preventive Maintenance Projections process selects the preventive maintenance schedules to process based on criteria that you define in the Run Projection – Selection page. This page is exactly the same as the page described in Running the Preventive Maintenance Process section, with one exception: the Show Override Options only field does not appear on the page because it is not applicable for projections.
The system processes projection data based on a user's selections in the pages of the Run Projection component. The Preventive Maintenance Projections Process continues to calculate the maintenance projected date until it reaches the finish date or until it fulfills the number of occurrences that are specified in the Run Projection – Processing Options page. Following that, the system creates any exceptions and error messages.
See Understanding the Preventive Maintenance Process.
Projections and Effective Dates
The Preventive Maintenance Projection process uses the effective date in the work order job template that is closest to the projected due date of the first projection that was generated. For example, if the process is run on September 8, 2004 and two effective dates are set up for the job template (August 8, 2004 and January 1, 2004), the system uses the effective date August 8, 2004 because it is the closest date to all of the generated projections.
Using the Preventive Maintenance Projection Summary Inquiry
The Preventive Maintenance Projection process generates the projections and stores them in a Projections table. Two methods are available for viewing and analyzing these projections:
The PeopleSoft Maintenance Management Preventive Maintenance Projection Summary and Detail Inquiries.
Microsoft Project.
You can review and analyze the projections using the View Projection Summary and View Projection Detail components.
If you are satisfied with one or more of the projections, you can select projections from the summary grid and create work orders. If you are not satisfied with the results of the projections, you can run them again after modifying the rules in your schedule.
You can narrow your search for preventive maintenance work order projections in the Projection Summary page by entering a work order business unit, shop, and crew for preventive maintenance work orders using crew assignments. You can also specify a date range for the projections. Once your search criteria is specified and you click the Search button, the Preventive Maintenance View Projection Summary component contains:
A Projection General list of each projection that is generated by the Preventive Maintenance Projection process, which includes the Asset Management business unit, asset ID, asset description, location, maintenance type, and due date.
A PM Schedule Info list of each preventive maintenance schedule ID that is associated with each projection and its associated work order business unit. If the associated schedule is a loop schedule, the list also includes the setID that is associated with the loop and the loop ID.
A PM Loop Info list, which identifies the setID that is associated with each Maintenance Loop ID.
A Projection Detail list, which lists all of the projection IDs and their associated work order business units, and identifies whether a projection contains linked PM schedules. You click on a View link to review the details for the projection. This tab also identifies whether the PM schedule is linked.
An Asset Info list, which identifies the Asset Management business unit, the asset ID and description, the asset's location, and the asset type and subtype classifications.
An Additional Asset Info tab includes the maintenance due date, the manufacturer ID, and the model.
Using the Preventive Maintenance Projection Detail Inquiry
The Preventive Maintenance View Projection Detail component enables you to review the details of projected work orders and includes:
A Projection page, which describes the projection's work order header information, including:
A Duration group box, which contains the required start and end dates and the duration of the work order.
An Estimated Cost group box, which contains the total estimated costs that are calculated based on the requirements that are defined in the work order job template that is associated with the schedule and the cost values in the shop.
A Shop group box, which contains the shop ID from either a default value in the schedule or a value that is entered in the work order and the scheduler's ID, which is a default value from the work order.
An Approval group box, which indicates the approval characteristics of the work order.
A list of primary PM schedules and any linked secondary PM schedules.
A Task page, which consists of:
A General grid listing all of the work order tasks, which were defined in the work order job template that is associated with the schedule, the work order task duration, any task dependencies, the percentage of overlap with other dependent tasks, and whether the cost of each task must be charged back to another organization.
An Estimated Cost grid containing any estimated inventory, material, labor, and tool costs for each task.
An Asset Info grid, which defines the AM business unit, asset ID, location, and if the asset if the asset is functioning (up) or offline for repair for each task.
A Labor Requirement page, which contains a Requirements grid for each task and lists the labor requirements and the estimated costs of these requirements.
Note. Estimated costs are calculated for a work order only if you specify that you want to calculate them in the work order business unit.
A Tool Requirement page, which contains a list of all the tools that are required for a task and the estimated tools usage costs.
A Material Requirement page, which contains a list of all of the inventory requirements for a task and the estimated costs for these materials.
A Procurement Requirement page, which contains a list of all of the non-inventory and open description items that you must procure for the task, along with their estimated costs.
Using Preventive Maintenance Projections with Microsoft Project
If you want to analyze the projections using Microsoft Project, you can access the Microsoft Project Integration component and set up the search criteria to export data for either projection, work order, or both into Microsoft Project. If you export projections, you must enter the process instance ID for the particular projection run in the search criteria. After you enter the search criteria, you can save them and reuse them. Click the Search button, and a list of projections, work orders, or both appears. You can select the projection and work order data that you want to export to Microsoft Project, assign a name to the export file, and let the software insert key data for projection, work order, or both into the WM_MSP_AET_DAT using the WM_MSP_AE process for access by Microsoft Project.
Note. You cannot import projection data from Microsoft Project to PeopleSoft Maintenance Management. However, you can import other work order data such as some work order header and task data.
Page Name |
Definition Name |
Navigation |
Usage |
WM_PM_RUN_SEL |
Maintenance Management, Preventive Maintenance, Run Projection, Selection |
Enter selection criteria to run the Preventive Maintenance Projections process. This page is exactly the same as the Run Preventive Maintenance – Selection page. |
|
WM_PM_RUN_OPT |
Maintenance Management, Preventive Maintenance, Run Projection, Processing Options |
Define the processing options for preventive maintenance projections, which include creating a work order, the projection start and end dates, and selection of the projection method. |
|
WM_PM_RUN_LOG |
Maintenance Management, Preventive Maintenance, Run Projection, Process Log |
Track Preventive Maintenance Projection processing and messages. This page works the same way as the Run Preventive Maintenance - Process Log page. |
|
WM_PM_RUN_ERROR |
Maintenance Management, Preventive Maintenance, Run Projection, Errors |
Display errors, PM Schedule information, and message details that are generated by running the Preventive Maintenance Projection process. This page works the same as the Run Preventive Maintenance - Errors page. |
|
WM_PM_PJC |
Maintenance Management, Preventive Maintenance, View Projection Summary |
Review a list of each of the preventive maintenance projections and their associated preventive maintenance schedules, and provides a link to the detail information for each projection. |
|
WM_PM_PJC_HDR |
Maintenance Management, Preventive Maintenance, View Projection Detail, Projection |
Review projection header information, including duration, estimated costs, shop, and approval statuses. |
|
WM_PM_PJC_TSK |
Maintenance Management, Preventive Maintenance, View Projection Detail, Task |
Review a list of projected work order tasks, the estimated costs for the tasks, and the asset information that is associated with the tasks. |
|
WM_PM_PJC_LBR |
Maintenance Management, Preventive Maintenance, View Projection Detail, Labor Requirement |
Review the labor requirements and estimated costs that are associated with each task for this projection. |
|
WM_PM_PJC_TLS |
Maintenance Management, Preventive Maintenance, View Projection Detail, Tool Requirement |
Review the tool requirements and estimated costs that are associated with each task for this projection. |
|
WM_PM_PJC_MAT |
Maintenance Management, Preventive Maintenance, View Projection Detail, Material Requirement |
Review the material requirements and estimated costs that are associated with each task for this projection. |
|
WM_PM_PJC_PO |
Maintenance Management, Preventive Maintenance, View Projection Detail, Procurement Requirement |
Review the procurement requirements and estimated costs that are associated with each task for this projection. |
|
WM_MSP |
Maintenance Management, Work Order Management, Microsoft Project Integration |
Integrate preventive maintenance projections and work orders into Microsoft Project for analysis. |
|
Import Microsoft Project File |
WM_MSP_IMPORT |
Maintenance Management, Work Order Management, Import From Microsoft Project |
Import projection and work order data from Microsoft Project to Maintenance Management. |
Access the Run Projection - Processing Options page. (Select Maintenance Management, Preventive Maintenance, Run Projection, Processing Options.)
The Run Projection - Selection page is identical to the Run Preventive Maintenance - Selection page except for the Show Override Options only check box on the Run Preventive Maintenance - Selection page.
See Running the Preventive Maintenance Process.
Create Work Order |
Select to create work orders that are identical to the previously generated and analyzed projections. Note. Typically, most users want to run the Preventive Maintenance Projection process first without selecting this check box. After analyzing the projections that are generated, they can select this check box and create work orders based on the same run control and criteria that were used to generate the projections. |
Unreserved Demand Lines Report |
Select this check box to enable a report showing the reservation exceptions to run. If you do not select this check box, the report will not run. |
Start |
Enter the date for the Preventive Maintenance Projection process from which to start generating the projections. If this field is populated, the Occurrences field is left blank. |
Finish |
Enter the date for the Preventive Maintenance Projection process from which to finish scheduling preventive maintenance. If this field is completed, the Occurrences field is left blank. Note. The generated projections fall between these start and finish dates. |
Occurrences |
Enter a number between 1 and 999. If you do not enter start and finish dates, then you enter the number of maintenance due dates that you want to include in the projections. The maximum number of projection occurrences is 999. If you complete this field, the Start and Finish fields are left blank. |
Method |
Select one of the following values:
Note. If you select a schedule on the Selection page, which uses Sampling as the Estimate Meter Usage method, then you can select one of these method values to override the one or more methods that you specified in the PM Schedule. The Preventive Maintenance Projection process uses the method that is selected here. You can also leave this field blank if you want to use the method that is selected for Sampling in the PM Schedule. |
Sampling Size |
If you selected Cycles, a 1 appears in this field. Cycles does not use a sampling size. For Days and Readings, enter the number of days that you want to include in the sampling size or the number of readings that you want to include in the sampling size. |
Projected From |
Select one of the following values:
Note. If a primary schedule is included in the selection list and is linked to one or more secondary schedules, any associated secondary schedules are automatically selected for processing. |
Access the Projection Summary page. (Select Maintenance Management, Preventive Maintenance, View Projection Summary.)
Business Unit, Shop, and Crew |
Select the work order business unit, shop, and crew to narrow your search to work order projections to which a crew will be assigned. |
From Date and To Date |
Enter the date range for the projections that you want listed. |
Search |
Click the search button to list the projections based on your search criteria. You can enter both crew and date range criteria, if you want. |
View Run Control Selection |
Click to view the details of the run control options that were used when this process instance was generated using the Run Projection process. |
Process Monitor |
Click to view the Process List and Process Servers that are associated with the selected process instance. |
Create WO (create work order) |
Select the projections in the list for which you want the system to create work orders, and click the Create WO button. The new preventive maintenance work orders appear in the Work Order Search Results. When you click the Refresh button, the projections that are selected to create the work orders are removed from the grid. |
Projection General
Displays the AM business unit, asset identification, description, location code, maintenance due date, and maintenance type for each projection.
PM Schedule Info
Select the PM Schedule Info tab to view the information in the Projection General grid along with the work order business unit and the PM schedule ID for each projection.
PM Loop Info
Select the PM Loop Info tab to view the information in the Projection General grid along with the setID that is associated with the Maintenance Loop and the maintenance loop ID for each projection. (This information appears only for projections that used the PM Loop Schedule.)
Projection Detail
Select the Projection Detail tab to view the information in the Projection General grid along with the projection ID and a View link to the View Projection Detail inquiry for the specific projection ID. You click the LINKED link to access the Preventive Maintenance Linking page and review the secondary schedules linked to the primary schedule for a selected projection ID.
Asset Info
Select the Asset Info tab to view the information in the Projection General grid along with the asset type and subtype for each projection.
Additional Asset Info
Select the Additional Asset Info tab to view the information in the Projection General grid along with manufacturer ID and model for each projection.
Access the View Projection Detail - Projection page. (Select Maintenance Management, Preventive Maintenance, View Projection Detail, Projection.)
Projection
The Projection page presents a summary of the projection and the information that will appear in the work order's header.
This page also lists all of the linked PM schedules and their descriptions.
Task
Select the Task tab to view a list of projected work order tasks based on the job template that is associated with the PM Schedule that is used for the projection.
Select the General tab in the Project Tasks grid to review the task number, the duration, any task dependency, the overlap percentage, a crew ID if a crew was scheduled, and whether to calculate chargeback costs to another organization.
Select the Estimated Cost tab to review the projected estimated tools, material, and labor costs for each task in the projection.
Select the Asset Info tab to review the Asset Management business unit, asset ID, asset location, area ID, and whether the asset is functioning or offline for repair.
Labor Requirement
Select the Labor Requirement tab to review the labor requirements for each separate task, including a description of the task.
Select the General tab in the Requirements grid to review each line (row) within the task, which includes the craft, the quantity of labor needed, and the unit of measure that is used to calculate the estimated cost of labor.
Select the Estimated Cost tab in the Requirements grid to review each line's labor cost rate and bill rate (default value derived from the shop that is identified in the PM Schedule) and the calculated estimated labor cost and estimated billing amount for each line.
Note. Click the arrow in the right-hand corner of the Project Tasks group box to review the lines for the next task (if the projection included more than one task.)
Tool Requirement
Select the Tool Requirement tab to review the tool requirements for each separate task, including a description of the task.
Select the General tab in the Requirements grid to review each line (row) within the task, the asset type, subtype, manufacturer, and model characteristics of the tool along with the amount of tool usage.
Select the Estimated Cost tab in the Requirements grid to review each line's quantity of tools needed and the unit of measure, along with the tool cost rate and bill rate (default value from the asset type and subtype or from the shop that is identified in the PM Schedule) and the estimated tool usage cost and estimated tool usage billing amount, which are calculated for each line.
Note. Click the arrow in the right-hand corner of the Project Tasks group box to review the lines for the next task (if the projection included more than one task.)
Material Requirement
Select the Material Requirement tab to review the inventory requirements for each separate task, including a description of the task.
Select the General tab in the Requirements grid to review each line (row) within the task that includes the Inventory business unit, the item, the quantity required, and the unit of measure.
Select the Estimated Cost tab in the Requirements grid to review each item's unit cost rate (default value specified in the item ID and derived from the work order task template that is associated with the job template in the PM Schedule) and the calculated estimated cost for each line.
Note. Click the arrow in the right-hand corner of the Project Tasks group box to review the lines for the next task (if the projection included more than one task.)
Procurement Requirement
Select the Procurement Requirement tab to review the labor, noninventory material, and tool requirements that must be procured for each separate task, including a description of the task.
Select the General tab in the Requirements grid to review each line (row) within the task that includes the resource type (labor, material, tools), the Inventory business unit, the item number, the quantity required, and the unit of measure.
Select the Estimated Cost tab in the Requirements grid to review the estimated cost, which is based on calculating the estimated unit cost based on the resource type times the quantity required.
Note. Click the arrow in the right-hand corner of the Project Tasks group box to review the lines for the next task (if the projection included more than one task.)
Access the Search & Export Work Orders/PM Projections page. (Select Maintenance Management, Work Order Management, Microsoft Project Integration.)
Name of Search |
Enter a name to identify a search to use to filter data for the work order, preventive maintenance projects, or both. You can enter the search criteria in the Work Order/ Projections Search group box before you enter a name to identify the search for future use. |
Save Search |
Click to save the identified search after you enter the search criteria to enable you to reuse the search criteria again without having to reconfigure the search criteria. |
Use Saved Search |
Select a previously saved search name and click the Search button to display the search results based on the criteria that are specified in the Work Order Projections Search group box. |
Work Orders/Projections Search
Enter the search criteria to list the projections, work orders, or both that you want to export to Microsoft Project.
Source Code |
Select one of these values:
This is a required field. |
Business Unit |
Enter a work order business unit. This is a required field. |
Required Start From, To |
Enter a Required Start From and To dates. This is a required field. |
Service Group |
Select a service group that is associated with the work order or projections. This is a required field. |
Process Instance |
Enter the specific process instance in this field for the projections, which has a default value of 1. If this search is just for work orders, then the process instance default value of 1 is read-only. |
Status |
Select the status of the work order, projection, or both if you want. Statuses are user-defined values, which are based on required system-defined values. |
Important! If PeopleSoft Maintenance Management application
is either 8.9 or 9.0, you can only import and export data to Microsoft Project
2002.
Work Order/PM Projections List
When you click the Search button after entering the Search criteria, a list of work orders, projections, or work orders and projections appears. You can select the items from the list that you want to export into Microsoft Project.
File Name |
Enter a name for the file containing the selected projection, work order, or projection and work order data that you want to export into Microsoft Project. |
Export |
Click to insert the designated list of work orders and projections into the key fields of the WM_MSP_AEP_DATA table. An application engine process, WM_MSP_AE, exports the data into Microsoft Project. |
Process Monitor |
Click to monitor the WM_MSP_AE process. |
Access the Import Microsoft Project File page. (Select Maintenance Management, Work Order Management, Import From Microsoft Project.)
File Name |
Enter the name of the Microsoft Project File that you want to import into Maintenance Management. You can only import selected work order data that you exported. You cannot import projections that you exported. |
Important! If PeopleSoft Maintenance Management application is either 8.9 or 9.0, you can only import and export data to Microsoft Project 2002.