Business Use Cases
Preventive Maintenance (PM)
PM templates are used to establish and schedule routine equipment and plant preventive maintenance based on calendars or DUOMs. This allows moving from reactive corrective maintenance to a planned preventive maintenance organization that continually improves uptime.
PM Safety Procedures
PM templates can be used for compliance activities, providing a reference to the procedure and steps that outline the process to be reviewed or validated.
PM Routes
The PM route workflow consists of defining PM routes for use to record equipment calibration readings.
You can add multiple pieces of equipment to a single PM work order or planned CM work order using route kind instruction lists. On the route instruction list, you can add a different piece of equipment with its DUOM to each step. This makes it possible to inspect and record readings for the equipment’s DUOMs with a single work order. Providing PM routes enables maintenance planners to more efficiently schedule a PM work order or a planned CM work order where the same task, such as inspection and take reading, can be performed on multiple pieces of equipment.
PM Route Workflow for Equipment
PM Process Flow
Preventive Maintenance Process Flow
• Define instructions or safety lists and PM templates with instructions.
• Generate work orders. Click the node to open Maintenance|Work Orders|Work Order.
• Authorize work orders if necessary.
• Notify requestors when work orders are authorized.
• Perform inspections and take calibration readings.
• Lubricate equipment and replace fluids.
• Perform manufacturer-recommended service.
• Perform safety inspections.
