Use Operational Rules to Automatically Create Maintenance Work Orders

You can leverage condition events and operational parameter values from connected assets to automatically generate condition-based maintenance work orders. When a connected asset fails or produces an error, you no longer need to manually create a maintenance work order.

Condition-based alerts using machine events and operational parameter values include these:

• Event Ingestion: Connected assets can send fault events or operational parameter events. These events contain the asset number, the time of the event, the fault type, and and either fault type and the fault code, or operational parameters. You can configure fault codes in Maintenance as condition codes. Condition codes can be created for failure and diagnosis. Operational parameters can be configured using the respective task list item.
• Evaluation Criteria: Use operational rules to evaluate incoming fault events and operational parameter values. When you configure an operational rule, it applies to either all connected assets, or specific item or item category. Operational rules can also be restricted to certain operating or location organizations.
• Outcome: The outcome for an operational rule describes the actions that are executed when the evaluation criteria is met. In case of fault code events, if the fault code has been configured as a failure condition code, then the created work order contains a failure event. If the fault code has been configured as a diagnostic condition code, then the created work order uses the maintenance program corresponding to the diagnostic condition code. In case of operational parameters a specific condition code can be configured as an outcome parameter.

To automatically create Maintenance work orders:

• Ensure that operational rules have been set up for equipment fault codes to capture and evaluate events from connected assets.
• Use maintenance programs that include fault event codes for which condition codes are set up in Maintenance. The maintenance programs can have work requirements defined for an asset or group of assets, can use one or more condition codes, and contain one or more work definitions.