This document summarizes a webinar on preventive maintenance scheduling. It discusses how model work orders and standard tasks are used in the preventive maintenance process. It then describes the different types of preventive maintenance schedules - fixed interval, floating interval, meter-based, and group schedules. For each type, it explains how the due dates are calculated. It also discusses how to pre-assign schedules to users or queues.

1. Preven&ve Maintenance Scheduling
Webinar
January 28, 2016
mike.edwards@assetop&cs.com
678-894-9101 (direct)
sommer.washburn@assetop&cs.com
678-894-9796 (direct)

2. Learning Objec&ves
• Learn how model work orders and work order
standard tasks are used in the preven&ve
maintenance process.
• Gain an understanding of the different preven&ve
maintenance scheduling processes.
• Learn how PM Due Dates are calculated for each of
the preven&ve maintenance scheduling processes
• Learn how to setup PM Schedules so that they can
be pre-assigned to a specific user or a queue.

3. Agenda
• Preven&ve Maintenance Process Overview
• Model Work Orders
• Fixed Interval, Calendar Based PM Schedules
• Floa&ng Interval, Calendar Based PM Schedules
• Meter Based PM Schedules
• PM Group Scheduling (Hierarchical PM Schedules)
• Q&A

4. PM Process Overview
• The en&re PM process is based on the automa&c, or
manual, cloning of a Model Work Order (i.e. job
template) that is linked to an Asset Tag
• Manually release from the PM Schedule
• Automa&cally release using scheduled APEX jobs

5. Model Work Order
A Model Work Order is a preplanned job consis&ng of:
• Work Instruc&ons
• Simple – free format text based instruc&ons on
the work order header
• Complex – mul&ple standardized tasks with
planned hours and unique instruc&ons applied at
the crab level
• Planned Parts/Supplies
• The parts can be for reference only, or they can
make inventory commitments (reserva&ons)

6. Model Work Orders
• Model Work Orders with mul&ple interdependent tasks
• Model Work Orders with single independent tasks

7. Types of PM Schedules
1. Fixed Interval, Calendar Based PM Schedules
2. Floa&ng Interval, Calendar Based PM Schedules
3. Meter Based PM Schedules
4. PM Group Scheduling (PM Hierarchies)
All of the PM schedule types allow you to op&onally
specify, in advance, who the work order is assigned to.

8. Fixed Interval PM’s
The Due Date for the upcoming PM Schedule is derived
by adding the Calendar Interval to the Due Date for the
Current Work Order.

9. Fixed Interval PM’s
• With the version 2.9 release of PM Group Schedules,
Fixed Interval Calendar based PM’s are best applied
to daily and weekly checklists (< monthly)

10. Floa&ng Interval PM’s
The Due Date for the upcoming PM
Schedule is derived by adding the
Calendar Interval to the Comple&on
Date for the Last Completed Work Order

11. Floa&ng Interval PM’s
• Floa&ng interval PM’s are applicable for most all PM
Scheduling needs (not interdependent – no parent/child)

12. Meter Based PM’s
Due Date is projected from Meter Readings

13. Meter Based PM’s

14. Meter Based PM’s
• There are two types of meters:
1. Cumula&ve – The current reading must be greater than
the last (i.e. odometers, hour meters)
2. Counter – The current reading is added to a cumula&ve
amount (i.e. daily produc&on counter, amount of fuel
added to a vehicle)
• Meter Based PM Scheduling is applicable for all
usage based scheduling.
• Meter Readings must be entered on a rou&ne basis.

15. PM Group Schedules
• PM Group Schedules allow you to nest mul&ple
model work orders in a dependent monthly
schedule.
• The higher intervals will suppress the lower; i.e. a 12
month interval will suppress a 6 which will suppress
a 3 which will suppress a 1
• You can specify a specific day of the month or a
week/weekday upon which the work orders are due.
• Since this is fixed interval scheduling, you can have
mul&ple work orders open at for a single PM
schedule.

16. PM Group Schedule Dates

17. Pre-Assigning PM’s
• For Calendar Fixed, Floa&ng or Meter Based PM Schedules, specify the
Default User Assignment on the PM Schedule record. When the PM Work
Order is created, the record owner will be the Default Assigned User. If the
Default Assigned User is blank, then the Work Order record owner will be the
PM Schedule record owner.

18. Pre-Assigning PM’s
• For a PM Group Schedule, the Default Assigned User
is on the PM Group Detail record. If the Default
Assigned User is blank, the Work Order record owner
will be the PM Group Schedule record owner.
• To assign work orders to a Queue:
• Enable the Queue on both the Work Order and the
PM Schedule
• Make the PM Schedule/PM Group Schedule record
owner the Queue
• Do NOT enter a Default Assigned User

19. Learning Objec&ves
• Learn how model work orders and work order
standard tasks are used in the preven&ve
maintenance process.
• Gain an understanding of the different preven&ve
maintenance scheduling processes.
• Learn how PM Due Dates are calculated for each of
the preven&ve maintenance scheduling processes
• Learn how to setup PM Schedules so that they can
be pre-assigned to a specific user or a queue.

20. Ques'ons ?
Please enter Ques&ons into the Go To Webinar
Ques&on Panel.
This webinar will be posted on the AssetOp&cs
YouTube channel.