Preventive Maintenance

Note: If you do not have the Preventive Maintenance module loaded, you cannot create Preventive Maintenance business processes.

The Preventive Maintenance business process line items generate work order business process records.

A preventive maintenance type business process can be set up to create work orders for assets at periodic intervals depending on the service needs of the asset.

For example, if you wanted to use auto-creation to create a work order business process to order maintenance on a vehicle, you would first create a preventative maintenance business process (the source business process) and have your administrator set up the auto-creation of a work order for vehicle maintenance business process (the destination business process) to order the work on the vehicle.

In this example, the uDesigner user set up which business process is the source business process and which is the destination business process. The company administrator specifies the conditions and defaults for the auto-creation. End users can set up the periodic auto-creation, based on their needs.

In the Preventive Maintenance Book (PM Book), for:

To access Preventive Maintenance module, go to the Company Workspace, switch to Admin mode, expand Data Structure Setup, and click System Modules to open the Modules window.

To create Preventive Maintenance business processes, go to the Company Workspace, switch to Admin mode, expand uDesigner, from menu click New, and select Line Item to open edit window. Proceed to complete the form as follows:

  1. ID (Required): Enter ID.
  2. Name (Required): Enter name.
  3. Description: Enter description.
  4. Ensure Line Item appears in the Type field.
  5. Sub-Type (Required): Click the drop-down menu and select Preventive Maintenance.
  6. Classification: Asset appears as default. Click the drop-down menu to select other classifications. You options are Asset (default), Asset Template, PM Book, PM Book Template, and Meter Reading.
  7. Configurable Manager: Click Select to open Select Configurable Manager(s) window, select an appropriate item from the list, and click OK.
  8. Select the appropriate choices for the Level, Behavior, and Record Instances fields, and when finished click Apply.
  9. Complete the fields in the Statuses, Options, and Consolidation, tabs within the edit window and when finished click OK to complete creating a new Preventive Maintenance business process.

Preventive Maintenance Main Business Processes

Asset

Objects which need maintenance.

PM Book

Objects that hold details on maintenance schedules (usually one per Asset). This business process captures the copy of PM Book Template associated with an Asset record. Each PM Book points to an Asset.

Notes:

Preventive Maintenance Supporting Business Processes

Asset Template

Use the Asset Template as a basis to create several assets. This business process captures templates that can be used to create Assets.

PM Book Template

Use to create several Preventive Maintenance books (PMBs). This business process contains the Time and Meter schedules in two different detail tabs. Each schedule is captured within one line item.

Meter Reading

Use to capture readings of meters belonging to Asset. This business process captures meters with the readings, as line items. There might be several meters associated with an Asset and readings must be captured for each meter. Each Meter Reading record picks an Asset in its upper form. An Asset holds its Meter Reading records via a QBT on the Asset business process. The "meter schedules" on a PM Book capture the frequency at which work orders should be generated (via the pattern picker). Each "meter schedules" on a PM Book points to a Meter Reading record.

Preventive Maintenance Additional Line Item or Simple Business Processes

Meter Templates

Use to capture generic information about Asset Meters.

Job Plans

Use to plan on how a preventive maintenance activity should be performed (a set of tasks and items which might be needed to complete those tasks). This business process captures a list of tasks and materials that are needed to complete tasks.

Asset Creators

Use to create Assets. You can copy information from Asset Templates.

Work Orders

Use to capture work orders that need to be performed on assets by technicians. A PM Book business process generates work orders on recurring basis and based on the time or meter schedules. Since each schedule is linked to a job plan, the contents of the Details tab (Tasks and Items) of a Work Orders business process is generated by the Job Plan.

About the Designs of the PM Book Template and PM Book Business Processes

An Asset Business Process (BP) record auto-creates a PM Book BP record. As a result, the design of a PM Book BP must contain the following elements:

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 conversely. 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 the system 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 the system 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 select the "uuu_rec_related_family_id" data element, to use for all PM Books, go to either of these locations:

Once selected, all the PM Books will be updated with correct values from the related PM Book Template, according to the push schedule defined within this log.


Last Published Monday, June 3, 2024