Process Flows

This chapter covers the following topics:

• Work Execution Implementation Flow
• Preventive Maintenance Implementation Flow

Work Execution Implementation Flow

The Work Execution Implementation flow includes the following steps:

1. Create a Maintenance Work in Process (WIP) Accounting Class.

2. Create resources and maintenance departments.

   Decide if employee association is required. If employee association is required, create resource and employee associations and then create department and resource associations. If employee association is not required, create department and resource associations.

3. Decide if work orders are included in projects.

   If they are, set up Project Manufacturing, and then create a Work Order. If Work Orders are not included in projects, create a work order.

Work Execution Implementation Flowchart

Preventive Maintenance Implementation Flow

The Preventive Maintenance Implementation flow includes the following steps:

First, create an Asset Group. Next, decide if Preventive Maintenance (PM) definitions are based on runtime rules. If they are, create Meter Templates, next Asset Group and Meter associations using those templates, and then create a Set Name. If PM definitions are not based on runtime rules, create a Set Name. Next, create a Maintenance Activity and then Asset Group and Activity associations using templates. Finally, optionally create PM Schedule templates.

Preventive Maintenance Implementation Process Flow