Out of Service PM

An Out of Service PM is a special type of Standard Floating Schedule PM that takes into account the Status of the asset. While PMs generally won't service out of service Assets, Out of Service PMs will generate work on out of service assets.

When the PM's Next End Date is exceeded and the Status of one of the assets is > 950, the PM will generate a Work Order. This PM type is specifically designed for Plants, Processes and Equipment. An Out of Service PM enables users to defer routine maintenance to a time when the equipment is already out of service, such as on a plant shutdown day.

Create the PM/Template record:
1. Open the PM/Templates module by selecting Work > PMs/Templates.
2. Click Add . The PM/Template form opens.
3. Enter a unique, alphanumeric code and description in the PM/Template and PM/Template Text fields. These are both required fields.
4. Select a Category (required). The selected Category determines the available Problems, Causes, Crews, Tasks, etc.
5. Enter other fields to define the work, such as
  - Main Task
  - Problem
  - Cause
6. Complete fields to define who will be responsible for the work order:
  - Supervisor
  - Lead Worker
  - Crew
7. Mark the Out-of-Service checkbox. Do not check any other boxes.
8. Complete other attribute fields as desired.
9. Click Save . Close the record.
Add Auxiliary Information
1. Click the to expand the PM/Template record.
2. Add other desired Work Order information such as Tasks, Employees, Equipment, Materials, Fluids, Contractors that would be common used to complete the work.
Add Assets
1. If the PM is for a set list of assets, open the PM Asset grid and add assets using Add , loading a subset of assets , or using one of the Add Multiple Toolkits .
2. If the PM is for a dynamic list of assets, open the PM Asset Filter grid and use Add to add one or more filters of assets.
Set the schedule for the PM/Template you created in step 1:
Locate the PM record to schedule and click Open to open the record. The PM/Template form opens.
Navigate to the schedule fields within the PM record.
Use the End Date Interval and End Interval Code to enter the time that should elapse between closing one Work Order and another one generating.
Example: To generate a Work Order 3 weeks after the previous Work Order is closed:
- Start Date Interval = 3
- Start Interval Code = 2|Weeks
Enter a Last End Date.
- If you know the last date the task was Completed for the assets enter that date.
- If you do not know the last date the task was completed for the assets, determine what date you want it to be performed on and then calculate backwards using the End Date Interval and units in the End Interval Code to determine when the last date would have been.
The End Next Date will calculate automatically with the date that the next Work Order will start.
Example: The following PM will generate a Work Order 3 weeks after the previous Work Order is closed. The next time it will generate a Work Order will be 12/21/2018.
Click Save . The PM will generate work on this schedule.
Now that the PM is set up and scheduled it will generate a single Work Order the next time the schedule is triggered and the asset's Status > 950.