Project/Shells and Preventive Maintenance Type BP
Preventive Maintenance Business Process (BP) Line Items generate Work Order BP records. You can set up a Preventive Maintenance type BP (Preventive Maintenance Book) to create Work Order BP records for assets at periodic intervals according to the service needs of the asset.
In the Preventive Maintenance Book, for:
- Floating Line Items holding non-terminal work orders, you cannot edit the following DEs:
- Family Identifier
- Line Item Status
- Schedule Type
- Fixed Line Items holding non-terminal work orders, you can edit the following DE:
- Line Item Status
The Work Order BP records refer to a Preventive Maintenance type BP (Preventive Maintenance Book) in order to view all the Work Order BP records for that Preventive Maintenance type BP (Preventive Maintenance Book).
The Business Process Updates log in Project/Shell allows you to set up updates from a PM Book Template to a PM Book record, at the Project/Shell level.
If you link your Time and Meter Schedules within a PM Book BP, you can avoid generating multiple PM work orders if a meter-schedule occurs sooner than a time-schedule, or vice versa. The following scenario provides a good example for this feature:
A commercial vehicle is scheduled for an oil change either when it reaches 5000 miles (meter) or 12 months (time) after the last oil change, whichever is reached first. If the vehicle reaches 5000 miles prior to 12 months, then Unifier generates a PM work order and automatically prevents a second PM work order when the 12 months time-frame comes. Conversely, if 12 months passes and the vehicle does not reach 5000 miles, then Unifier generates a PM work order and automatically prevents a second PM work order when the vehicle reaches 5000 miles.
To prevent generating an additional work order, in such a case, you can use the "uuu_rec_related_family_id" data element to link the meter-schedule and the time-schedule within a PM book or PM book template. To update the "uuu_rec_related_family_id" data element from PM Book templates to use for all PM Books, go to either of these locations:
- Shell (Admin mode > Setup > Business Process Updates node)
- Company Workspace tab (Admin mode > Company Workspace node > Business Process Updates)
Once selected, all of the PM Books will be updated with correct values from the related PM Book Template, according to the push schedule defined within this log.
See the Company Workspace and Preventive Maintenance Type BP section for details.
Last Published Monday, August 28, 2023