Having created your asset(s) on your site(s), along with the task(s) that you wish to carry out on a regular (scheduled/ planned/ calendar) basis, this chapter will show you how to pull those two components together to produce Planned Maintenance. For the purposes of this overview we will be using the existing Demo Data set.
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fig.1
From the Planned Maintenance System Toolbar select the Asset Icon. (See Fig. 1)
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fig.2

The Search screen will appear. Select the Asset that you wish to add planned maintenance to and click on the OK button. In our example we are using the Asset created in previous chapters, BOIL-04 (See Fig. 2)
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fig.3
The selected Asset will appear in the “Index” view (not shown), Click on the Detail tab to open this screen. Click on the “+” symbol (highlighted green) to add a planned task to this asset. (See Fig. 3)
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fig.4
Next, Click in the right hand side of the field under the word Task – A box will appear with three dots in it (highlighted in green). (See Fig. 4).

Click on the box

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fig.5
Select the task that you wish to add to the asset – use the task we created in previous chapters (Boiler 13 Weekly Inspection) and Click the OK button. (See Fig 5).
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fig.6
You can click “+” again to add another task to this asset or the “ ” symbol to save the entry. Click on the “More About” button and from the menu select “Planner”. (See Fig 6).
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fig.7
A Planner will display for this asset showing planned tasks (in this case only the one we created for this exercise). The planner gives a 2-year view, broken down into weeks. The week number will depend on when you are evaluating the software. (See Fig. 7)
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fig.8

This job is one you ‘plan to do'. To turn it into an actual job with an associated Work Order (job sheet) attached. Click on the “Generate PM W/O” button - highlighted green. (See Fig. 8)
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The following screens appear:
Confirm – To confirm the highlighted fields (tasks & assets) to generate planned maintenance against
Generate PM Work Order – To be able to select which week (and year) that you wish to generate planned maintenance for.
Information – To tell you how many work orders have been generated and the range of work order numbers.
(See Fig. 9)

fig.9

fig.9

fig.9
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The “X” on the planner now changes automatically to a “W” (Known in the system as a Work Order Status change – status ‘W' = “Work In Progress”).

By double clicking on the “W” you will be able to open up the associated work order. (See Fig. 10)

fig.10
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fig.11
This work order can now have further information added, if desired i.e. Start time and date, planned person/team/trade assigned to the task and notes added etc.

Work Orders for planned maintenance are normally printed off in “Batches” (through the report menu) but they can also be printed individually (as highlighted), sent to a designated hand held device or left on the screen to be actioned. (See Fig. 11)

To download a printable (pdf) version click here
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