> Defining Equipment for PM Routines

Define equipment for PM routines on the Equipment page of the Preventative maintenance schedules form (WMPPMS). Equipment of PMs is always defined using this form. If you are not using PM Revision Control, apply changes at anytime.

If you insert a new record here, Datastream 7i automatically creates the work order unless Work package is selected on the PM schedule. Datastream 7i copies any changes to the record if the work order has a status of Awaiting release or Bypassed. If the work order is already released, the modified data becomes active upon completion of the work order.

When PM Revision Control is activated, changes to the Equipment page can only be applied if the PM Routine has a status of Unfinished. The changes that are applied to the equipment on the Equipment page are copied to the work order only upon approval of the revision. Again, the changes take immediate effect for work orders with a status of Awaiting Release or Bypassed. For released work orders, the changes are effective upon work order completion.

When defining equipment for date-based PM routines, there may be periods of time during a year that equipment is inactive or dormant. During that dormant period, it is not necessary to perform the annually scheduled maintenance on the equipment. Datastream 7i enables you to specify dormant periods for equipment and select to use the same specified dormant period every year for the equipment of the PM routine.

When you release date-based PM work orders, and the due date for a PM falls within the specified dormant period of equipment for a PM, Datastream 7i assigns the due date based on whether the PM is fixed or variable. If the PM is fixed, then Datastream 7i assigns the due date as the first day after the end of the dormant period, as specified by increments of the Due date and Period for the PM. If the PM is variable, then Datastream 7i assigns the day following the Dormant end date as the due date.

Additionally, the ROUTEEOB installation parameter determines whether the system creates child work orders for equipment of a parent PM work order. If ROUTEEOB is set to Y, then Datastream 7i creates new child work orders of type RC (Route child) for each piece of equipment on the route when the parent work order is released. If Datastream 7i creates child work orders, any costs incurred for the parent PM work order are divided evenly and applied to each of the route child work orders. The costs include labor costs, tool costs, and stock part costs. Datastream 7i does not distribute costs from a parent work order to route child work orders for direct material parts (PD) or parts tracked by asset. Instead all costs are incurred by the parent work order.

You can also select a set of calibration test points for the equipment, and when the PM work order is released, Datastream 7i retrieves all the calibration data and test points for the selected set from the calibration equipment to the generated PM work order.

Follow these steps to define equipment for PM routines.

• Open the Preventive maintenance schedules form (WMPPMS).

• Query for the PM for which to define equipment.

• Click the Equipment tab. Datastream 7i displays the Equipment page.

• Type—Click to select the equipment type.

• Equipment—Click to select the equipment for which to define a PM route.

• Location—Click to select the location.

• Department—Click to select the department of the route.

• Cost code—Click to select the cost code associated with the PM.

• Scheduling group—Datastream 7i automatically populates Scheduling group with the scheduling group selected on the PM schedule header. Click to select a scheduling group to associate with the equipment on the PM schedule as necessary. A scheduling group is a group of departments defined on the Schedule group form (WNSCHG) that aids in scheduling.

• Route—Click to select the equipment route.

• Due date—Enter the due date of the first work order. Each work order determines the due date of the following work order. When changes are applied to the Due date on the Equipment page, Datastream 7i updates the work order Due date so that this due date is later than the last work order completion date. The system adds the interval to the entered Due date on the Equipment page until a date later than the last completion date is reached. Future due dates are accepted without validation.

• Period—Enter the length of the interval of time to pass before Datastream 7i generates the next PM routine work order. You can enter any value between 0 and 99999.

• Period UOM—Click to select the unit of measure for the value entered for Period. The unit of measure for the PM period can be days, weeks, months, quarters, or years.

• Reading # 1 due—Enter the reading due value for the first meter. Each work order determines the due reading of the following work order. When changes are applied to the Reading # 1 due on the Equipment page, Reading # 1 due is updated on the work order so that this due reading is higher than the reading on the last work order completed. The system adds the interval to the entered Reading # 1 due on the Equipment page until a reading higher than the reading on the last work order completed is reached. Future due readings are accepted without validation.

• Meter # 1 UOM—Enter the unit of measure for the first meter that triggers release on usage.

• Meter # 1 interval—Enter the length of the interval of time indicating how frequently the first meter is used/read, e.g, 30 to indicate that the first meter is read every 30 days.

• Reading # 2 due—Enter the reading due value of the second meter by which the PM routine must be performed. Each PM routine work order determines the due reading of the following PM routine work order. When changes are applied to the Reading # 2 due on the Equipment page, Reading # 2 due is also updated on the work order so that this due reading is higher than the reading on the last work order completed for the PM routine. The system adds the interval to the entered Reading # 2 due on the Equipment page until a reading higher than the reading on the last work order completed for the PM routine is reached. Future due readings are accepted without validation.

• Meter # 2 UOM—Enter the unit of measure for the second meter that triggers release on usage.

• Meter # 2 interval—Enter the length of the interval of time indicating how frequently the second meter is used/read, e.g, 30 to indicate that the second meter is read every 30 days.

• PM type—Click to select the type of the PM routine. Select one of the following options:

• Fixed—Select for Datastream 7i to issue the PM based on a fixed schedule, e.g., based on date or reading when the last PM was originally due.

• Variable—Select for Datastream 7i to issue the PM based on a variable schedule, e.g., based on the date or reading on which the last PM was completed.

• Duplicate—Select if the PM schedule is copied from another PM schedule.

21. Deactivated—Enter the date after which work order generation stops.

22. Dormant start—Enter the date on which the dormant period for the PM begins.

23. Dormant end—Enter the date on which the dormant period for the PM ends.

24. Reuse dormant period—Select to use the same specified dormant period for the PM on a yearly basis. If you select Reuse dormant period, Datastream 7i automatically updates the specified Dormant start and Dormant end dates after the dormant period has elapsed.

25. Set— Click to select the set of calibration test points to use for the work order. Datastream 7i automatically populates Set with the Default set specified for the selected equipment.

26. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.