About Preventive Maintenance

Preventive maintenance programs can be utilized to keep your business in compliance with regulatory requirements and business needs. Users can define compliance rules to ensure the work, such as inspections, repairs, cleaning, part replacements, and so on, is completed in a timely manner and to track and report against compliance work.

Preventive maintenance can help your organization manage costs by reducing downtime due to unexpected asset failures, reducing incidents where maintenance is needed in response to a problem (reactive maintenance), and ensuring the proper care and maintenance of assets. One common example of preventive maintenance is routine maintenance on a pump. It is clear that proper maintenance depends on timely visual inspections and regular cleaning to prevent costly problems, failures and repairs. Preventive maintenance programs are based on time or operational usage.

Template work orders are set up to plan detailed work requirements, and the preventive maintenance functionality manages when and how the related work orders are automatically created based on the established preventive maintenance cycles.

Maintenance Forecasts

The upcoming maintenance for an asset is forecasted based on the maintenance schedule and triggers defined for that asset. This information is displayed in the Asset portal on the Maintenance Schedule Forecast zone

Maintenance Specifications

Assets inherit their maintenance schedule from their Maintenance Specification. One Maintenance Specification can be linked to multiple maintenance schedules; one for each applicable asset situation. For example, you might configure a maintenance schedule for “In Service” and another for “Out of Service”.

Event Based Maintenance

Event based maintenance is work that is performed based on trigger dates. Events differ from maintenance schedules because the system does not manage when to cycle the work. Instead, planners decide upon the next schedule date for the event and enter it on the Maintenance Event record. Work performed can include inspections, repairs, replacements, and so on, but is typically associated to planned outages or other event-based maintenance. Work records are generated on the trigger date based on the indicated defaults and templates.

The maintenance event defines the trigger date on which the maintenance work orders and activities are generated according to the indicated maintenance plans associated to the maintenance event. The event also specifies the work activity schedule defaults which will be set on the generated activities when they are created.

Maintenance Plans

Maintenance plans define the event category for maintenance events where the plan is referenced. The list of plan triggers on the maintenance plan then defines what work orders are generated for the event.

Maintenance Plan Triggers

Maintenance plan triggers are used to configure a specific work order for a particular location for use by a maintenance event. They define the maintenance plan, template work order, activity type, service history type, work order defaults and asset location for the work being created for the maintenance event, as applicable. The work order template indicated on the trigger defines the pre-planned requirements for the work that is created for the event.