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Creating Maintenance Plans

Objective

After completing this lesson, you will be able to create Maintenance Plans

Single Cycle Plan

Single cycle plans are used to manage the service of machines and operational systems, which are always inspected and/or maintained in the same way, at fixed intervals.

Some examples of a single cycle plans are as follows:

Annual inspection of fire extinguishers
Technical inspection every two years
Inspection of boilers every six years as per pressure vessel regulations

Diagram containing an overview of the Single Cycle Plan. The overview is explained in the following text.

The single cycle plan is composed of scheduling data and maintenance items, and is used for automatically generating the call object Service Order.

The scheduling data contains the following information:

Cycle or service interval
Scheduling parameters for fine-tuning scheduling
List of planned dates and call dates

A Maintenance Item contains the following information:

Reference Object
Service Contract and Service Contract Item
Service Order Template
Service Order Type
Object List

A Single Cycle Plan can have one or more Maintenance Items. For example, in pump service, one Maintenance Item refers to the pump transmission with the corresponding Service Order Template. Another Maintenance Item refers to the pump motor with the corresponding Service Order Template.

Create a Single Cycle Plan with Call Object Service Order

In the following, you'll find out how to create a Single Cycle Plan with call object Service Order.

Preventive Service

Preventive Service: Business Case

A service manager needs to be able to set up regular visits to the customer site based on service agreements. The service manager should be able to predefine a set of tasks that needs to be performed at different points in time to ensure the equipment is up and running.

In this way, a maintenance planner will be well informed in advance about an upcoming service so that tasks and resources can be planned accordingly.

Diagram representing a typical Preventive Service scenario. The overview is described in the following text.

This figure illustrates a typical Preventive Service scenario:

A Maintenance Plan Item is linked to a Service Contract Item, a reference object and a Task List. Additionally, a Maintenance Order Type, a Maintenance Planner Group, a Maintenance Work Center and a Service Order Type is assigned to the Maintenance Plan Item.
After scheduling of the Maintenance Plan, a Billable Maintenance Order which is linked to a Service Order Item has been generated.
The Maintenance Confirmation documents the actual efforts and spare parts used, which serve as a basis for the following billing process.
It's possible to choose between resource-related and fix-price billing.

Strategy Plan for Service with Advanced Execution

Strategy Plan for Service with Advanced Execution: Example

Example of a strategy plan, which is explained in the following text.

Strategy plans are used when activities that are due at different intervals are graded.

For example, the strategy plan can be used to manage maintenance activities of a pump in the following ways:

Outer Visual Inspection every month
Inner Visual Inspection every three months
Check Gear Mechanism every 12 months

Maintenance Strategy

Maintenance strategy:

Maintenance Packages
Scheduling indicator
Default values

The maintenance strategy consists of several maintenance packages and represents the scheduling rule for preventive maintenance. You can assign maintenance strategies to task lists. The scheduling indicator determines the scheduling type.

Some examples of scheduling indicators are as follows:

Time-based using key date
Time-based according to factory calendar
Performance-based

You can assign maintenance packages to a maintenance strategy. The packages for a strategy can have different cycle units (for example, month or year), but they must always have the same dimension (for example, time).

The important parameters for a maintenance package are as follows:

Package number
Description
Cycle length
Unit of measurement
Hierarchy

If two packages are due on the same date, the hierarchy determines which package is performed first.

Offset
The offset determines the first due date for a package.
Initial or subsequent buffer
The initial or subsequent buffer specifies to what extent the intended start and end dates for a package can vary.

Display a Maintenance Strategy

In the following, you'll find out how to display a Maintenance Strategy.

Task Lists and Maintenance Strategy

Task lists can be created for use in preventive maintenance. To prepare task lists for use in strategy plans, the following steps are required:

Assign a maintenance strategy in the task list header.
Assign packages to different operations in the task list.
This defines the frequency with which the operations have to be executed.

Strategy Plan for Service with Advanced Execution

You assign a maintenance strategy to a strategy-based maintenance plan.

Only a task list that has the same maintenance strategy as the maintenance plan can be assigned to a strategy-based maintenance plan.

Create a Maintenance Plan for Preventive Service - Strategy Plan

In the following, you'll find out how to create a Maintenance Plan for Preventive Service with assigned Maintenance Strategy.

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