DOCUMENTATION
Maintenance Plans
A maintenance plan defines the maintenance tasks, materials and resources required to carry out scheduled maintenance on a fixed asset. The schedule may be based on time intervals, say every 6 months, or on usage, for example kilometres or running hours. The plan acts as a template to generate maintenance orders, to carry out a particular maintenance instance on the asset. The plan is typically linked to a maintenance group and a maintenance plan type. A single asset may have multiple maintenance plans. For example, a passenger vehicle with a petrol engine will typically have a plan for minor services, and a plan for major services. A maintenance plan may be applied to any number of similar assets.
Create a new maintenance plan
From the Asset Management role centre, select Maintenance Plans, or use the search button. The list of active maintenance plans will be displayed.
Click on New. The Maintenance Plan Card will open.
Press Tab to move past the No. field. A plan number will be assigned. Select a Maintenance Group and a Maintenance Plan Type from the available lists. The descriptions will be updated.
Maintenance lines
Capture the maintenance lines to record the actions that will be taken. The tasks captured on the plan should include all standard or recommended tasks that should be suggested when actioning a maintenance order derived from the plan. The tasks can be amended on the maintenance order.
Column | Value |
|---|---|
Component | Specify the area of the asset that the action applies to. |
Action | Select or enter an action, for example Check, Adjust. |
Measurement parameter | Where a quantifiable measurement is being taken, select the measure from the available options. |
Instruction | The system will generate an instruction from the choices selected. Amend if required. |
Optimal value | |
Tolerance 1 | |
Tolerance 2 | |
Tolerance 3 | |
Comments |
Example:
Materials and resources
Capture the materials and resources required to carry out the tasks on the maintenance plan. Capture the recommended consumables and spares, resources, or other expenses that will be required to action a maintenance order derived from the maintenance plan. Expenses can be added, removed or changed on the order. Actual consumption will be captured per order.
Column | Value |
|---|---|
Expense Type | Select an option from the list: Item, Resource, Vendor, GL Account. |
No. | A lookup list will be presented, based on the Expense Type selected. |
Description | Initially set to the name or description of the entity selected. |
Quantity | |
Expected Cost | |
UOM | Unit of measure code. |
Example:
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