Define the PM work order and its schedule. Define PM work orders based on meter readings (readings are taken after a certain amount of usage), frequency of use (readings are taken at certain time intervals), or both.
Define PM generation "windows." Establish Ok window %, Near window %, and Release window % values based on a percentage of the meter or frequency interval. For example, assume that the Ok window % is set to 25% and the frequency of the PM schedule is 60 days. This indicates that during the 15 days (25% of 60) after closing a PM work order, none of the work needs to be redone when the equipment breaks down. The Near window % indicates that when a breakdown occurs in this window, it may be worthwhile to execute the PM together with the breakdown maintenance. Datastream 7i generates the work order as soon as the Release window % is reached.
|
You can only insert/update/delete PM work orders if you are authorized to do so. |
Follow these steps to define preventive maintenance schedules.
Open the Preventive maintenance schedules form (WMPPMS).
Click the Record view tab. Datastream 7i displays the Record view page.
PM—Enter a unique code identifying the PM, and then enter a description of the PM in the adjacent field.
Organization—Click to select the organization to which the PM schedule belongs if you use multi-organization security.
Class—Click to select the class of the PM. The classes shown belong to the PPM entity.
Out of service—Select to restrict Datastream 7i from displaying the PM in PM lists of values (LOVs).
WO class?Click to select the class of the work order. The classes shown belong to the EVNT entity.
Priority—Click to select the priority level of the PM schedule.
WO type—Click to select the work order type for the PM schedule.
Scheduling group—Click to select a scheduling group with which to associate the PM schedule. A scheduling group is a group of departments defined on the Schedule group form (WNSCHG) that aids in scheduling.
Duration—Enter the estimated number of days to complete each PM work order.
Work package—Select to indicate that this PM schedule can be associated with a work package.
Choose one of the following options:
If the PM schedule is based on the passage of a period of time—Enter, for Perform every, the length of time to elapse before Datastream 7i generates the PM work order, and then click in the adjacent field to select the unit of measure for the PM period. The unit of measure for the PM period can be days, weeks, months, quarters, or years.
If the PM schedule is meter-based—Enter, for Meter #1 interval and/or Meter # 2 interval, the interval(s) between PM work orders, and then click to select the corresponding unit(s) of measure. Datastream 7i displays a description of the unit of measure.
|
You can specify more than one meter interval for a PM. For example, you may want to change the oil in a truck every 3000 miles, which is Meter #1 interval. However, you may also want to change the oil in the same truck after 720 hours of running time, which is Meter #2 interval. Enter values in the Meter # 1 interval and Meter # 2 interval fields and the meter unit of measure fields as necessary; however, you must enter a value for Meter #1 interval to enter a value for Meter #2 interval. |
Estimated workload—Enter the estimated number of hours to complete the PM work order.
Nesting buffer (back)—Enter the percent value of the backward nesting buffer. Datastream 7i multiplies this value by the value specified for Perform every for a period-based minor PM. Datastream 7i multiplies this value by the value specified for Meter #1 interval and/or Meter # 2 interval for a meter-based PM.
For both period-based and meter-based PMs, Datastream 7i applies the product of this equation to the associated major PM to determine the backward nesting window of the due date for the major PM. Datastream 7i automatically populates this field with 25; however, you can enter any value between 0 and 99999.
Nesting buffer (forward)—Enter the percent value of the forward nesting buffer. Datastream 7i multiplies this value by the value specified for Perform every for a period-based minor PM. Datastream 7i multiplies this value by the value specified for Meter #1 interval and/or Meter # 2 interval for a meter-based PM.
For both period-based and meter-based PMs, Datastream 7i applies the product of this equation to the associated major PM to determine the forward nesting window of the due date for the major PM. Datastream 7i automatically populates this field with 25; however, you can enter any value between 0 and 99999.
|
You can enter a backward and forward nesting buffer for Perform every or for one or both Meter # 1 interval and Meter #2 interval on the Preventive maintenance schedules form (WMPPMS). Enter values for Nesting buffer (back) and Nesting buffer (forward) for each PM interval as necessary. |
Choose one of the following options for Nesting reference:
To create a nesting reference to an existing PM—Click to select a previously scheduled PM.
To create a name by which to identify the PM schedule you are creating for nesting—Enter a name for the PM schedule to use for nesting references. After saving the PM schedule to the database, the name you enter will appear in the list of values for Nesting reference enabling you to create a nest between this PM schedule and other PM schedules.
When establishing a nesting reference, you cannot manually specify which PM is the major or minor PM within the nesting reference. Datastream 7i automatically determines which PM to bypass within a nesting reference based on the length of the PM periods. Within a nesting reference, the major PM is the PM with the longest period.
Ok window %—Enter the value to use for the Ok window.
Near window %—Enter the value to use for the near window.
Release window %—Enter the value to use for the release window.
PM type—Click to select the type of the PM schedule. 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.
Complete status—Click to select the status to assign to minor work orders automatically bypassed and closed by the release of this PM through a nesting reference.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.