Creating Preventive Maintenance Work Orders

Create preventive maintenance (PM) work orders to generate periodic work orders at the frequency or meter readings you specify.

Preventive maintenance work orders apply to single pieces of equipment or to systems that include several pieces of equipment.

You can only insert/update/delete work orders if you are authorized to do so. Refer to the Work order type authorization form (WNJBTA).

When you are creating PM schedules to generate periodic work orders, you can establish a "nesting reference" between major and minor PMs to bypass a minor PM that coincides with the release of a major PM. For example, you create a major PM for 90,000-mile service on a truck, for which the PM work order activities include changing the oil. You have also created a minor PM for changing the oil every 3000 miles. You can establish a nesting reference between the major PM for 90,000-mile service and the minor PM for changing the oil after 3000 miles to enable Datastream 7i to bypass the PM for changing the oil after 3000 miles if its release coincides with the release of the PM for 90,000-mile service. Datastream 7i can only bypass a minor PM if the minor PM is currently associated with an existing major PM with status of Released, regardless of a specified back or forward nesting tolerance.

When bypassing a nested minor PM, Datastream 7i assigns a status of Bypassed to the minor PM until the major PM is completed. Upon completion of the major PM, Datastream 7i automatically assigns the status specified for Complete status on the Record view page of the Preventive maintenance schedules form (WMPPMS) to the minor PM, e.g., Completed or Rejected.

Additionally, if you change the status of a released major PM to Awaiting release, Datastream 7i also sets the status of any related bypassed minor PMs to Awaiting release. You can manually change the status of PMs on the Report on work completed form (WMCOMP).

If you have set up Datastream 7i to require an electronic signature to authorize status changes to PM work orders, Datastream 7i will display the Electronic signature dialog box when status changes occur for major and minor PM work orders associated with each other through a nesting reference.

Additionally, the FAAMOD installation parameter determines whether you are required to enter a certification number and certification type for electronic signatures. If FAAMOD is set to ON, Datastream 7i displays Certification number and Certification type on the Electronic signature dialog box and you must enter a valid certification number and type for the signature. Certification numbers and types are associated with qualifications for employees on the Qualifications tab of the Employees form (WNPERS).

You can also specify backward and forward nesting buffers for both period-based and meter-based PMs. Nesting buffers enable you to specify a tolerance percentage for bypassing nested PMs. If the due date for a minor PM falls within the specified back or forward tolerance from the due date of the major PM, then the minor PM will be either bypassed or closed, depending on the status of the minor PM.

All bypassed minor PM jobs only remain bypassed as long as the major PM with which they are associated has a status of Released. Upon completion of the major PM, Datastream 7i reschedules all bypassed minor PMs to a date following the completion of the major PM. For fixed PMs, Datastream 7i calculates the new due date for a bypassed minor PM based on the following equation:

In the equation above, N represents an integer value that reschedules the new due date to a future date following the completion date of the major PM.

For variable PMs, Datastream 7i calculates the new due date for a bypassed minor PM based on the following equation:

You can also specify a dormant period for equipment of date-based PM routines on an equipment record on the Objects form (OMOBJC) or on the Equipment tab of the Preventive maintenance work orders form (WMPPMS). Specifying a dormant period for PM equipment enables Datastream 7i to temporarily postpone creating a work order for a PM during a dormant period for equipment.

Enter comments for PM work orders as necessary. Comments entered for the PM work order are copied to the Comments page of the Work orders form (WMJOBS) when the PM work order is released. The comments are also printed in the header of a work order card printed using the Print work order cards forms (WRJOBB), (WRJOBF), and (WRJOBN).

Refer to the following topics for information on creating preventive maintenance work orders.

> Creating Preventive Maintenance Work Orders