17 Update PM Schedule Information

This chapter contains this topic:

17.1 Updating PM Schedule Information

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From Equipment/Plant Management (G13), choose Equipment/Plant Maintenance

From Equipment/Plant Maintenance (G1315), choose Update PM Schedule Status

Update PM schedule information to change the status of PMs. For example, you can specify that the system update all PMs from status 01 (Maintenance Task Defined) to status 50 (Maintenance Due) for all pieces of equipment due for scheduled maintenance based on their service intervals. You can also change the status of a PM before the equipment reaches its scheduled maintenance interval to allow time for scheduling parts and labor resources. In addition, you can specify which PMs you need to update, as well as the date that the update becomes effective.

Update PM Schedule Status is a batch program. When you choose Update PM Schedule Status, the system displays Processing Options Revisions before submitting the job for processing. After you select the processing options you want to apply to the update, a message appears, notifying you that the batch was submitted for processing. When you run this program, the system automatically:

  • Updates the current miles, hours, and fuel consumption readings

  • Calculates the current maintenance interval, based on the last maintenance performed

  • Changes the status for each PM service type, if necessary

  • Generates PM work orders, if necessary

17.1.1 What You Should Know About

Topic Discussion
Generating work orders using Update PM Schedule Status You can use a processing option to specify that the system generates PM work orders when it updates the PM schedule status. You must associate a model work order with a PM to use this feature. When the system generates a work order, it:

  • Uses the service type description on the Item PM Schedule or the description from the model work order for the work order description, depending on how you set up the Maintenance Rules.

  • Enters the parent number of the equipment in the Cross-Reference field on the work order. You can then search for the work order using the parent/component relationship. You can use a processing option to specify whether the system selects the equipment's immediate parent, its top level component, or the value from the model work order for the cross-reference value.

  • Uses the priority from the PM service type if you have not defined the priority on the model work order.

You can specify that the system update the PM schedule status without generating work orders and rerun the program later, specifying the system to generate work orders without updating the PMs.
Accumulating multiple work orders Depending on how you have set the multiple work order flag for a service type that is due to be performed, the system might create a new PM cycle, regardless of the status of the maintenance task. If you do not want the system to recycle the PM for the service type until previously scheduled maintenance has been completed, you must leave the Multiple Work Order field on the PM schedule blank. Other values allow the system to reschedule the maintenance task and accrue multiple work orders.

See Section 14.3.1, "Creating PM Schedules for Each Piece of Equipment"for more information about multiple work orders.
Updating PMs for equipment under warranty When you change or update a warranty PM service type to complete, the system does not create a new PM cycle for that service type and piece of equipment.

See Section 14.3.1, "Creating PM Schedules for Each Piece of Equipment"for more information about creating PM service types for equipment under warranty.