Effective PM Management with eMaint X3

Topics for Discussion

PM Schedules and Setup

Tools/Options for Better PM Planning

Generating and Managing PMs

PM Schedules and Setup

PM Schedules and Setup Basic Anatomy of the PM Schedule

Calendar Based: Static vs. Shadow

Meter Based: Static vs. Shadow

Suppression

Skip Days

Anatomy of the PM Schedule

Anatomy of the PM Schedule

Maintenance Calendar

Scenario: Calendar SchedulingIf we PROJECT what MIGHT

happen…..

Legend:

= PM Generate

= PM Close

= Baseline Interval

= New Calendar Interval

= New Meter Interval

11/4

9/25 10/25 11/25

9/30

11/49/30

12/4

12/14

10/30 1/14 2/17Another approach…

25 21

31 31 31 31

12/25 1/25 2/25

12/2

23

2/211/17

Solution: Use of Shadow on Calendar

Instead of this… Try this…

Scenario: Meter Scheduling

31500 32500 33550 33600

Monday Tuesday1000 Additional Miles

32500 Total Miles

Wednesday1050 Additional Miles

33550 Total Miles

Thursday50 Additional Miles33600 Total Miles

RUNNING

Scenario: Meter Scheduling

TOTALS

Monday500 Units Produced

500 Units Total

Tuesday1200 Units Produced

1700 Units Total

Wednesday100 Units Produced

1800 Units Total

Thursday500 Units Produced

2300 Units Total

500 1200 100 500

Scenario: Meter SchedulingIf we PROJECT what MIGHT happen…

Legend:

= PM Generate

= PM Close

= Baseline Interval

= New Calendar Interval

= New Meter Interval

10/5

100 Hrs. 150 Hrs.

10/25

50 Hrs. 200 Hrs.

100 Hrs.

9/25 10/30

250 Hrs.250 Hrs. 25 Hrs.

11/27

9/25 250 Hrs.

11/14 250 Hrs.

10/20 250 Hrs.

OR…

Shadow Meter •Displays current meter reading•Option to enter reading•‘Adjust Next PM Interval’ is automatic with Shadow Meter, so no need to checkmark.

Solution: Use of Shadow on Meter

Static: Produces the next PM based on the reading at the time the PM was generated.

Shadow: Produces next PM based on the reading at the time the work order is closed.

Scenario: Calendar Suppression

Goal: Setup a weekly PM to produce only on Tuesdays, but not if

previous PM work order is still open. What is best way to accomplish?

Scenario: PM Generated on 10/2/07

Scenario: Calendar Suppression

Hint: On Close out, update the Next PM Date to the following Tuesday since the completed date is later than the Next PM

date.

Scenario: Meter Suppression

With Suppress set to True, new work order will not

generate until the current work order is closed, even though meter threshold

has been met.

Scenario: Skip Days on PM Schedule

Goal: Setup Daily PMs so they will produce every day

except weekends. XXX

X

XXX

X

Tools/Options for PM Planning

Tools/Options for PM Planning

Estimated Hours Routing and Sequencing PM Groups Nesting Tasks vs. Procedures PM Parts Planning and Usage PM Assignments

◦‘Assign To’ field◦Assignment Table

Scenario: PM Routing & Sequencing

PM SchedulePM Routes allow groups of individual PM schedule records to be related to each other.

Route Sequencer option allows you to manipulate the route sequence.

Route Sequence allows you to control the order of the route, allowing personnel to follow the correct/optimized sequence for performing PM tasks. PM Manager

Scenario: PM Routing & Sequencing

PM Generation

Scenario: PM GroupingPM Schedule Similar to the Route

field, the PM Group field can be used to categorize PMs so they can be managed as a group.

PM Generation

During PM Generation, you can filter based on PM Group to only display tasks related to that group.

Scenario: Nesting

Daily Task

Procedure AProcedure BProcedure C

Weekly Task

Procedure AProcedure BProcedure C+ Procedure D+ Procedure E

Monthly Task

Procedure AProcedure BProcedure CProcedure DProcedure E+ Procedure F+ Procedure G

Scenario: Nesting

Scenario: PM Tasks vs. Procedures

Procedures

Break down the task into separate procedures.

Allows ability to “mix and match” individual task procedures to create more complex tasks.

Allows individual procedures to be assigned standard repair times for greater accuracy.

Perfect for safety procedures (i.e., lock out/tag out) which may be combined with various other procedures to create the required tasks.

Planning for Parts Usage on PMs

Planning for Parts Usage on PMs

PM Generation

Work Order Close out

‘Assign To’ Option

PM “Assign To”

Assignments OptionPM Assignments

PM Assignments

Assignments Option

Generating and Managing PMs

Generating and Managing PMs

Generating PMs◦Automatic Generate/PM Settings◦Manually Generate◦PM Generate Menu

PM Publisher Importing Meter Readings PM Manager

Options for Generating PMs

Automatic

Options for Generating PMs

Manually Generate

Options for Generating PMs

PM Generation – Preview

Options for Generating PMs

PM Generation - Complete

PM Task – Publishing Changes

Importing Meters

PM Manager

Change Values

Update standard times

PM Projection

Change Next PM Date

Route Sequencing

Q & A