Describing a Maintenance Strategy

Objective

After completing this lesson, you will be able to describe the structure and functions of a maintenance strategy

Maintenance Strategy

Which parts must be maintained at what intervals?

The individual components of your technical objects must be maintained at different intervals. For example, an external visual inspection for rust and water-tightness is performed on the water pumps at your company each month. However, the wear in the gear box for the pump is only checked once every year.

Maintenance Strategy: Packages and Parameters

Image shows timeline of a maintenance strategy. In text, there are three bullet points under maintenance strategy: maintenance packages, scheduling indicator, and default values.

The maintenance strategy consists of several maintenance packages and incorporates the scheduling rule for preventive maintenance. Task lists are assigned to maintenance strategies.

Time-Dependent Maintenance Strategy Parameters
  • Strategy unit

  • Scheduling indicator

    (time: calendar-based; time: using key date; time: using factory calendar)

  • Call horizon

  • Shift factors and tolerances

  • Factory calendar

  • Package sequence and where-used list

You can assign any number of maintenance packages to a maintenance strategy. Note that the maintenance packages for a strategy shouldn't have different cycle units (for example, month, year). A strategy consisting of one month and one year should be defined as one month and twelve months, respectively.

Managing Authorization

If you want to restrict the access of maintenance strategies, you can assign authorization groups in Change Maintenance Strategy (transaction IP11). Only the users who belong to this authorization group can modify the strategy.

To manage the authorization of a maintenance strategy, you must activate business function LOG_EAM_CI_9.

If you want to use this feature, the system administrator must assign the authorization groups to the users with the I_BEGRP authorization object.

Maintenance Package

Hint

If you set one of the two buffers to 0, the planned date can still be displayed later in the order.

Hierarchy

Image depicts the hierarchy of a maintenance package. It's described in the following text.

The hierarchy of maintenance packages defines whether all maintenance packages that coincide should be executed, or whether certain maintenance packages should be ignored. For this reason, a hierarchy level is assigned to each maintenance package.

If maintenance packages with the same hierarchy level coincide, these maintenance packages are executed.

If maintenance packages have different hierarchy levels, the maintenance package with the lower level isn't executed.

For example:

For vehicle maintenance, the spark plugs are to be cleaned every three months and changed every six months. In order that cleaning and changing aren't both carried out after six months (which would mean that the spark plugs would firstly be cleaned and then thrown away), the 6-month package (change spark plugs) is assigned a higher hierarchy than the 3-month package (clean spark plugs), and the latter is deactivated.

Offset

Image shows three timelines depicting the offset of a maintenance package.

How to Manage a Maintenance Strategy

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