Preventive Maintenance
Criteria for Preventive Maintenance with meters
When you create a preventive maintenance with meters and the configured meter in the maintenance plan has meter readings, when you approve the preventive maintenance and generate the events the commutative meter reading in the event starts at the ...
How do I change the preventive event date on the event form?
On the preventive maintenance event form, you can postpone or delay the event date according to the following rules: The new event date must not be earlier than the previous event or later than the next one, in order to maintain the order of the ...
Calculating Preventive Maintenance events with counters and Opening or Closure scheduling criteria
The cumulative reading value of a preventive maintenance event becomes the same as the last counter reading when: the Work Order has an associated preventive event; the event is the last one with an associated Work Order (most recent); the preventive ...
How to set the calendar and time schedule in a preventive maintenance?
When creating a preventive maintenance on the "Scheduling" tab, it is possible to define a Calendar and a Time Schedule. When defining a Calendar, it is possible to select between the following options: i.None; ii.Default company; iii.Other: If this ...
How to add an attachment with a preventive maintenance?
To add an attachment to a preventive maintenance, you must follow these steps: Edit the preventive maintenance and click on the option "Attachments" on the options on the lower left corner of the screen; On the "Manage Attachments" pop-up, it is ...
How to batch create work orders using preventive maintenance events?
The preventive maintenance events were designed to allow to create work orders using each preventive maintenance event. To do this, follow these steps: Access Work | Preventive Maintenance | Preventive Event Management; Filter the data by Preventive ...
How to set a preventive maintenance with the work order closing/opening date?
When creating a preventive maintenance, on the "Work Orders" tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order. On the "Scheduling", it is possible to select one of ...
How to define a maintenance plan tolerance in a preventive maintenance?
When creating a preventive maintenance, on the tab "Planned Work", you can add a Maintenance Plan and in that plan, you can add the following tolerances: Advance Tolerance Delay Tolerance The tolerance considers the following logic: Advance ...
How to set a preventive maintenance with the work order closing date?
On the work orders tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order. The closing date criterion is based on the work order SLA end date. This date can be viewed on ...
How to set a preventive maintenance with the work order opening date?
On the work orders tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order. The opening date criterion must consider the first transition to a state that allows to log work ...
How to set a preventive maintenance with fixed date?
On the Work Orders tab, you can set the scheduling criteria to set the event on a fixed date, when applying this configuration, the events will always be created on the set date. This criterion is not influenced by the previous work order dates, that ...
How to define a maintenance plan tolerance in a preventive maintenance?
When creating a preventive maintenance, on the tab "Planned Work", you can add a Maintenance Plan and in that plan, you can add the following tolerances: AdvanceTolerance DelayTolerance The tolerance considers the following logic: AdvanceTolerance: ...
What is the workflow of the preventive maintenances?
The preventive workflow has the following states: State Notes New Initial state. Allows changes Approved Does not allow changes. Create the preventive mainentance events. Closed Final state. Does not allow changes. Replaced Final state. Does not ...
How to set the preventive maintenance plan replacement?
On the maintenance plans of a preventive maintenance, it is possible to select the replacement criteria. The replacement criteria can be the following: None main (Multiplier) Replacement The plan replacement rules are the following: All maintenance ...
What is preventive maintenances batch management?
Preventive maintenances management was designed to allow you to simultaneously change the state, delete or create new versions for a set of preventive maintenances. For that, you must access Work | Preventive Maintenance | Preventive Maintenance ...
How to set the preventive maintenance's time zone?
Preventive Maintenance allows you to set the time zone in which events must occur. This way you can locally setup events that must occur on the day and at the time of the place where the work will be performed. The event preview displays events that ...
How to plan the preventive maintenance for several years?
The events are not all generated when the preventive maintenance is approved. The events are rescheduled daily according to a set of rules. The following rules: Events based on the recurrence: If the preventive has a daily plan, a maximum of 2 years ...
How to define the execution of maintenance plans?
Each maintenance plan of the preventive maintenance has a scheduling configuration. The scheduling can be defined using: Recurrence; Meter; Recurrence and Meter Recurrence The scheduling by each plan's recurrence supports three configuration types: ...
How to join plans on the preventive maintenance?
When creating a preventive maintenance, it is possible to replace maintenance plans when they occur on the same date or it is possible to join the several maintenance plans in a single work order. When the option “Join Plans” of a preventive ...
How to create a new version of the preventive maintenance?
Creating new versions allows you to improve preventive maintenance by reusing the current configuration. To create a version, access Work | Preventive Maintenances; The list of preventive maintenances will be displayed; Select the preventive ...
How to create work orders from a preventive maintenance event?
From a preventive maintenance event, you can create a work order automatically or on user request. i.Automatically for the Work Order to be automatically generated on the preventive maintenance file, the state in which the work order is created ...
How does preventive maintenance rescheduling work?
The preventive maintenance events recalculation is a daily process that recalculates all preventive maintenance events. This recalculation can be done automatically or as requested by the user. To automatically make it available, you must select the ...
How to create a preventive maintenance?
Preventive maintenance specifies a set of maintenance actions to be performed based on a fixed recurrence or on meter values. To create a new preventive maintenance, select the option Work | Preventive Maintenances: The list of preventive ...