Manage Preventative Maintenance For Assets Across Organizations

Maintenance programs are used to define and generate a periodic preventative maintenance forecast for one or more affected assets in a maintenance-enabled organization. In this update, you can now optionally manage maintenance programs centrally in any organization that would enable assets across operating different organizations to be included in the forecast. When assets move between organizations either temporarily or permanently, you can now determine when and where an asset will be maintained.

This update includes the following additional changes besides the Allow Global Assets Flag that allows you to better manage your preventive maintenance plans.

  • The Maintenance Program (header) has the following new attributes: Forecast Window in Days, Workorder Window in Days, Work Order Start Time, Work Order Timezone, Program Reference, Program Type Code, and Program SubType Code.

  • The Work Requirements has the following new attributes: Requirement Reference, Forecast Window in Days, Workorder Window in Days, Create Work Order Option Code, Work Order Status, Work Order Firm Flag, and Work Order Priority.

  • The Affected Assets section has the following new option: Create Work Order Option.

Maintenance Program

Maintenance Program

Additionally, complementary enhancements have been made to the manage maintenance forecasts across organizations. You can now use a new Manage Forecasts UI to search and manage maintenance forecast for your assets. For a forecasted due date, you can optionally update the maintenance organization where work would be executed, and manually create a new work order or cancel an existing work order.

You can now centralize the definition of maintenance programs to a common maintenance planning organization. This capability streamlines your master data management and eliminates the need replicate maintenance programs across multiple organizations. With assets being maintained using these global programs, the maintenance history is preserved as the asset is moved across organizations.

Your work management procedures are also improved with the ability to vary the forecast and work order horizons at the program or work requirement level, predefining the work priority and the status in which the forecasted work order is created.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Manufacturing and Supply Chain Materials Management  No Longer Optional From: Update 24C

Tips And Considerations

  • The Allow assets from other organizations check box is an optional attribute during the creation of a new program.  It can be set if assets are centrally managed, or if assets operate across other organizations and require maintenance. The indicator can only be updated until the first work order is created for the program.
  • To create work orders for assets across organizations you must either define organizational relationships between maintenance organizations or enable a new parameter that wouldn't require relationships.  For additional information on managing work orders across organizations, refer Set Up Maintenance Organization Relationships in the Implementing Manufacturing and Supply Chain Materials Management guide.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains this privilege can access this feature:

  • Manage Maintenance Programs (MNT_MANAGE_MAINTENANCE_PROGRAMS_PRIV)

This privilege was available prior to this update.