Course Outline
Module 1: Introduction to Preventive Maintenance
- Discuss the Preventive Maintenance process
- Create time-based PM schedules
- Create meter-based PM schedules
- Define Job Plan sequencing on a PM
- Create Master PMs
- Discuss the usage of Repair Facilities
- Create Condition Monitoring Points
- Automatically generate Work Orders from PMs and Condition Monitoring Points
Module 2: Time Based PMs
- Types of Preventive Maintenance
- Application Overview
- Work Order Configuration
- Lead Time
- Responsibility Fields
- Resource Information
- PM Frequency
- Fixed vs Floating PMs
- PM Alerts
- PM Date Calculations
- On-Demand and Zero Frequency PMs
- Seasonal Dates
Module 3: Meter Based PMs
- Types of Preventive Maintenance
- Meter Settings on Main PM Tab
- Meter Frequency Settings
- Calculating Next Due Dates
- Time and Meter Based Frequencies
- Meter Rollover
- Meter Reading Rolldown and Reset
Demonstration: Creating PMs
Module 4: Job Plan Sequencing
- Discuss how to setup job plan sequencing and its different components
- Describe Job Plan Sequencing numbers
- Explore the PM counter
- Overview of PM forecast
Module 5: Master PMs
- Discuss the concept of the Master PM and associated PMs
- Overview of tabs on the Master PM application
- Describe the Master PM with the Rotating Items
- Describe the Master PM with Asset Templates
- Demonstration: Creating Master PMs
Student Exercises: Labs 1-2 PM Options, Master PMs and Time Based PMs
Module 6: PM Hierarchies
- Concept of the PM Hierarchies
- PM Hierarchy structure and conditions
- PM Hierarchy Processing rule
- Creating a PM hierarchy
- Removal of a PM from the Hierarchy
Module 7: PM Forecasting
- PM Forecasting Logic
- Ways to Generate PM Forecast
- Forecast Edit Rules
- Deleting Forecast
- Impact on Hierarchies and Duplicated PMs
- Generating Forecast Costs
Student Exercises: Labs 4 & 5 - PM Forecasting and Generate WO from a PM
Module 8: PM Options
- Automatic Work Order Generation via a PM
- Other PM Options
- Demonstration: PM With Routes
Student Exercises: Lab 6 - Create Time Based PM with a Route
Module 9: PMs and Condition Monitoring for Linear Assets
- Linear Assets - Recap
- PMs using Linear Assets
- Condition Monitoring using Linear Assets
Demonstration: PM Auto WO Generation Demo
Student Exercises: Lab 7 - Create a Meter Based PM
Module 10: Repair Facilities
- Enabling Repair Facilities
- Capabilities
- Configuring a Repair Facility Location
- Using Repair Facilities in PMs
Module 11: Condition Monitoring
- Concept of Condition Monitoring
- Setting up the Condition Monitoring
- Work Order generation from Condition Monitoring
Demonstration: Condition Monitoring
Student Exercises: Lab 8 - Condition Monitoring
Objective
- Discuss the Preventive Maintenance process and applications
- Create time-based preventive maintenance schedules
- Create meter based preventive maintenance schedules
- Define Job Plan sequencing on a PM
- Create Master PMs
- Discuss the usage of Repair Facilities
- Create Condition Monitoring Points
- Automatically generate Work Orders from PMs and Condition Monitoring Points
Audience
Consultants, System Administrators, Support, Sales, Users