Work Order Creation Using the Preventive Maintenance and Preventive Maintenance Projection Processes

Preventive maintenance work orders are a common type of work order that are created for an organization. In PeopleSoft Maintenance Management, you set up a preventive maintenance schedule to maintain or repair an individual asset, a group of assets that you want to maintain or repair together (loop), or a location. You attach a work order job template to the schedule, which consists of a list of work order task templates. These templates define the work order tasks and the resource requirements for each task. You also set up the method that you want to use for scheduling the preventive maintenance and determining the preventive maintenance next-due date. These methods are set up as date-based, meter-based, or both. The meter-based readings can be based on a specific type of meter and a defined interval on calculations that are based on the number of sample days or sample readings using the PeopleSoft Asset Management Meter Reading History, or on calculations using the average reading from the PeopleSoft Asset Management Meter table. To reduce equipment downtime and lessen the performance of unnecessary maintenances, you can link related secondary schedules to a primary schedule for a single asset, asset loop, or a location. The PM Schedule Workbench lets you manage and edit PM schedules for each asset.

When you run the Preventive Maintenance process, it generates work orders depending on the way that you set up your preventive maintenance schedules. Once the work orders are created, you can access them using the Work Order component. The work order job template that you associated with the preventive maintenance schedule copies the data into each new preventive maintenance work order that the Preventive Maintenance process generates. If work order access security is set up for the business unit, the preventive maintenance process updates the shop on the Work Order Access page in the work order component. You can use the work order component to access the work order, add requirements, and schedule resources, if you want. If you indicate a scheduler on the work order, the work order appears by default in that individual's view of the Work Order Workbench. If you assign specific technicians to the work order tasks, when a specified technician accesses the Technician Workbench and searches for their tasks, the work order tasks that are assigned to that technician appear in the workbench. You can review all records that are generated by the PM and PM Projection Processes in the PM Workbench.

When you run the Preventive Maintenance Projection process, the system generates preventive maintenance work orders and next due dates. If you are satisfied with the next due dates, click the Create Work Order button, run the process again, and generate the actual work orders. The Preventive Maintenance Projection process will also create work orders based on a predetermined list of projections, which have their own due dates. If your organization schedules crews to perform work order tasks, you can click a link in the Crew Scheduling Workbench to access the PM Projection Summary page, which displays all projections for a selected crew and period.

You can export projections, along with existing work orders, to Microsoft Project for analysis and scheduling.

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The Preventive Maintenance process generates work orders that you can view and edit from the Work Order component.