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Creating Preventive Maintenance Plans (End User)

You create preventive maintenance plans to automatically create activities and service requests for preventive maintenance. You associate triggers, products, activity templates, and service request templates with preventive maintenance plans. When the plan triggers occur, the preventive maintenance plan is activated, and the appropriate activities and service requests are automatically created.

This task is a step in Process of Managing Preventive Maintenance.

To create a preventive maintenance plan

1. Navigate to the Preventive Maintenance screen, then the Preventive Maintenance List view.
2. Create a new preventive maintenance record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Name	Type the name of the preventive maintenance plan.
   Active	Select this check box to allow the Preventive Maintenance Engine to process the plan. You can clear this check box when you define a plan or to temporarily disable specific plans. When you complete the plan definition or reinstate a plan, you select this check box to enable the plan.
   Optional	Select this check box to indicate whether action generation for the PM plan is mandatory or optional. By default, this check box is not selected. However, when you select this check box, the PM Engine can consider prioritization when determining the action generation.
   Reset Time Trigger	Select this check box to reset the Time Interval trigger after the PM plan is activated. For more information, see Time Interval Triggers.
   Priority	Select the priority of the PM plan. For more information, see Prioritization of PM Plans for Date and Time Interval Triggers.
   Last Run	Displays the time and date that the PM plan is last activated. The Preventive Maintenance Engine populates the following time stamps when it runs: When you run the Auto PM function for an asset, the Preventive Maintenance Engine examines each active PM plan to determine whether the PM plan applies to the asset. The engine records the time stamp for this examination in the PM plan (S_PM_PLNITM.LAST_RUN_DT). When the Preventive Maintenance Engine locates a PM plan that applies to the asset, the engine records the time stamp in the corresponding product connector or asset connector record (S_PM_APPL_ASSET.LAST_RUN_DT). (The plan has an asset connector for the asset or a corresponding product connector with the All Assets check box selected.) If required, you can display this time stamp in the following business components: FS PM Applicable Plan Item FS PM Plan Item-Product Connector FS PM Plan Item-Asset Connector

After you create a preventive maintenance plan, you can add a trigger for the plan.

To add a trigger for a preventive maintenance plan

1. Navigate to the Preventive Maintenance screen, then the Preventive Maintenance List view.
2. Select a preventive maintenance plan, and click the Triggers view tab.
3. In the Time Interval list, create a new time interval record, and complete the fields as necessary.

   Some fields are described in the following table

   Field	Comments
   Interval	Type the time interval (in days) between the triggers that activate the PM plan. This field must be an integer. A plan can have multiple Time Interval triggers. For more information, see Time Interval Triggers.
   Valid Start	Type the age (in days) of an asset when the trigger is effective. The asset installation date determines the age of the asset. An asset with no installation date has an age of 0 days.
   Valid End	Type the age (in days) of an asset when the trigger is no longer effective. The trigger does not occur if the interval is after this date. If this field is blank, then there is no valid end.

4. In the Usage list, create a new usage record, and complete the fields as necessary.

   Some fields are described in the following table.

   Field	Comments
   Measurement Type	Select a type of reading that activates the PM plan. A plan can multiple Usage triggers. For more information, see Usage Triggers.
   Interval	Type a value for the change in a reading that activates the PM plan. This field uses the units in the Measurement Type field.
   Valid Start	Type the measurement value that indicates when the trigger is effective. This field uses the units in the Measurement Type field.
   Valid End	Type the measurement value that indicates when the trigger is no longer effective. This field uses the units in the Measurement Type field. The trigger does not occur if the interval is after this date. If this field is blank, then there is no valid end.

5. In the Threshold list, create a new threshold record, and complete the field as necessary.

   The field is described in the following table.

   Field	Comments
   Measurement Type	Select a type of asset reading that activates the PM plan. A plan can have multiple Threshold triggers. For more information, see Threshold Triggers.

6. In the Event form, create a new event record, and complete the fields as necessary.

   Some fields are described in the following table.

   Field	Comments
   # of SRs	Type the number of service requests that, when exceeded, activates the PM plan. A plan can have only 1 Event trigger. For more information, see Event Triggers.
   Over # of Days	Type the time interval over which the number of service requests must occur.