Maintenance Plan - Time Based

A time-based plan schedules preventive work by the calendar: from a start date, for a number of periods of a day, month or year.

Where

Plant Maintenance › Maintenance Plan › Maintenance Plan - Time Based

Who uses it

The maintenance planner

When

At setup, and when the plant adds equipment

Needs first

Maintenance Strategy, Resource, Operation

What it is for

A plan says which resources get which operations, on which cycles of a strategy.

1. Fill the header and at least one Parameter (resource group, resource, key value, manufacturer or model): the plan covers every resource that matches all the parameters given. Create is refused otherwise ("Atleast one field select in Paramenters").
2. Pick the Maintenance Strategy. On Create, its cycles become columns of the operation grid.
3. On each operation line, switch on the cycles the operation belongs to. Open Items to list the parts the operation needs.
4. Save. Then run Maintenance Plan - Schedule to produce the dated visits.

A schedule run copies the plan as it is at that moment; changing the plan later does not change a schedule already run.

Scheduling Unit sets the period: a day, a month (30 days) or a year (365 days). Scheduling Period is how many periods to plan. Of the three scheduling indicators, ticking one clears the other two; only Time is used when the schedule is worked out.

Every field in plain words

General

Field	What it means	What to put
Maintenance Plan	The code of the plan	A short unique code. Required. Cannot be changed once saved
Name	Name of the plan	Free text. Required
Schedule Start Date	Date the schedule counts from	A date. Required
Scheduling Period	How many periods to schedule	A whole number. Required
Scheduling Unit	Length of one period: day, month or year	Pick from the list. A month counts as 30 days, a year as 365. Required

Scheduling Indicator

Field	What it means	What to put
Time	Schedule by time	Tick; the other two indicators clear
Time-Key Date	Schedule by key date	Tick; the other two clear. Recorded only
Time Factory Calendar	Schedule by factory calendar	Tick; the other two clear. Recorded only

Parameters

Field	What it means	What to put
Resource Group	The resource group	Pick a resource group
Resource	The resource: a machine, a person, a tool	Pick a resource
Key Value	Key value of the resource	Fills in by itself
Manufacturer	The manufacturer	Pick from Manufacture
Model	The model	Pick from Model

Maintenance Strategy

Field	What it means	What to put
Maintenance Strategy	The strategy whose cycles the plan uses	Pick from Maintenance Strategy. Cannot be changed once saved. Required. Cannot be changed once saved

Operations (Basic Data tab)

One column per cycle of the strategy is added after Create; switch on the cycles the operation belongs to.

Column	What it means	What to put
Operation	The operation (a unit of work)	Pick an operation
Name	Name of the operation	Fills in by itself
Duration Unit	Unit of the duration	Pick a unit, such as hours
Duration	How long the work takes	A number, in the duration unit
Items	Items needed for the operation	Open it and list them

Items (opened from an operation line)

Column	What it means	What to put
Item No	The item (part or material)	Pick an item
Name	Name of the item	Fills in by itself
Unit	Unit of measure	Pick a unit
Quantity	How many	A number greater than zero
Line Text	A note on the line	Free text

How to configure it

Plan per family of equipment rather than per machine: a resource group with a model is usually enough.

Scenarios

• All compressors of one model need monthly checks and a yearly overhaul for two years. Plan with parameter Model, strategy "M/Y", start date 1 January, Scheduling Unit month, Scheduling Period 24; the check operation on the monthly cycle, the overhaul on the yearly one.

What it is connected to

• Maintenance Strategy
• Maintenance Plan - Schedule
• Maintenance Order
• How do I plan preventive maintenance?

If something looks wrong

• Create is refused with "Atleast one field select in Paramenters". Give at least one parameter.