assetoptics pm scheduling webinar 1/28/16
TRANSCRIPT
Preven&veMaintenanceSchedulingWebinar
January28,2016
mike.edwards@assetop&cs.com
678-894-9101(direct)
sommer.washburn@assetop&cs.com678-894-9796(direct)
LearningObjec&ves
• Learnhowmodelworkordersandworkorderstandardtasksareusedinthepreven&vemaintenanceprocess.
• Gainanunderstandingofthedifferentpreven&vemaintenanceschedulingprocesses.
• LearnhowPMDueDatesarecalculatedforeachofthepreven&vemaintenanceschedulingprocesses
• LearnhowtosetupPMSchedulessothattheycanbepre-assignedtoaspecificuseroraqueue.
Agenda
• Preven&veMaintenanceProcessOverview• ModelWorkOrders• FixedInterval,CalendarBasedPMSchedules• Floa&ngInterval,CalendarBasedPMSchedules• MeterBasedPMSchedules• PMGroupScheduling(HierarchicalPMSchedules)
• Q&A
PMProcessOverview
• Theen&rePMprocessisbasedontheautoma&c,ormanual,cloningofaModelWorkOrder(i.e.jobtemplate)thatislinkedtoanAssetTag• ManuallyreleasefromthePMSchedule
• Automa&callyreleaseusingscheduledAPEXjobs
ModelWorkOrder
AModelWorkOrderisapreplannedjobconsis&ngof:• WorkInstruc&ons• Simple–freeformattextbasedinstruc&onson
theworkorderheader• Complex–mul&plestandardizedtaskswith
plannedhoursanduniqueinstruc&onsappliedatthecrablevel
• PlannedParts/Supplies• Thepartscanbeforreferenceonly,ortheycan
makeinventorycommitments(reserva&ons)
ModelWorkOrders
• ModelWorkOrderswithmul&pleinterdependenttasks• ModelWorkOrderswithsingleindependenttasks
TypesofPMSchedules
1. FixedInterval,CalendarBasedPMSchedules2. Floa&ngInterval,CalendarBasedPMSchedules3. MeterBasedPMSchedules4. PMGroupScheduling(PMHierarchies)AllofthePMscheduletypesallowyoutoop&onallyspecify,inadvance,whotheworkorderisassignedto.
FixedIntervalPM’s
TheDueDatefortheupcomingPMScheduleisderivedbyaddingtheCalendarIntervaltotheDueDatefortheCurrentWorkOrder.
FixedIntervalPM’s
• Withtheversion2.9releaseofPMGroupSchedules,FixedIntervalCalendarbasedPM’sarebestappliedtodailyandweeklychecklists(<monthly)
Floa&ngIntervalPM’s
TheDueDatefortheupcomingPMScheduleisderivedbyaddingtheCalendarIntervaltotheComple&onDatefortheLastCompletedWorkOrder
Floa&ngIntervalPM’s
• Floa&ngintervalPM’sareapplicableformostallPMSchedulingneeds(notinterdependent–noparent/child)
MeterBasedPM’s
DueDateisprojectedfromMeterReadings
MeterBasedPM’s
MeterBasedPM’s
• Therearetwotypesofmeters:1. Cumula&ve–Thecurrentreadingmustbegreaterthan
thelast(i.e.odometers,hourmeters)2. Counter–Thecurrentreadingisaddedtoacumula&ve
amount(i.e.dailyproduc&oncounter,amountoffueladdedtoavehicle)
• MeterBasedPMSchedulingisapplicableforallusagebasedscheduling.
• MeterReadingsmustbeenteredonarou&nebasis.
PMGroupSchedules
• PMGroupSchedulesallowyoutonestmul&plemodelworkordersinadependentmonthlyschedule.
• Thehigherintervalswillsuppressthelower;i.e.a12monthintervalwillsuppressa6whichwillsuppressa3whichwillsuppressa1
• Youcanspecifyaspecificdayofthemonthoraweek/weekdayuponwhichtheworkordersaredue.
• Sincethisisfixedintervalscheduling,youcanhavemul&pleworkordersopenatforasinglePMschedule.
PMGroupScheduleDates
Pre-AssigningPM’s
• ForCalendarFixed,Floa&ngorMeterBasedPMSchedules,specifytheDefaultUserAssignmentonthePMSchedulerecord.WhenthePMWorkOrderiscreated,therecordownerwillbetheDefaultAssignedUser.IftheDefaultAssignedUserisblank,thentheWorkOrderrecordownerwillbethePMSchedulerecordowner.
Pre-AssigningPM’s
• ForaPMGroupSchedule,theDefaultAssignedUserisonthePMGroupDetailrecord.IftheDefaultAssignedUserisblank,theWorkOrderrecordownerwillbethePMGroupSchedulerecordowner.
• ToassignworkorderstoaQueue:• EnabletheQueueonboththeWorkOrderandthePMSchedule
• MakethePMSchedule/PMGroupSchedulerecordownertheQueue
• DoNOTenteraDefaultAssignedUser
LearningObjec&ves
• Learnhowmodelworkordersandworkorderstandardtasksareusedinthepreven&vemaintenanceprocess.
• Gainanunderstandingofthedifferentpreven&vemaintenanceschedulingprocesses.
• LearnhowPMDueDatesarecalculatedforeachofthepreven&vemaintenanceschedulingprocesses
• LearnhowtosetupPMSchedulessothattheycanbepre-assignedtoaspecificuseroraqueue.
Ques'ons?
PleaseenterQues&onsintotheGoToWebinarQues&onPanel.
ThiswebinarwillbepostedontheAssetOp&cs
YouTubechannel.