1. Work Order System Infor 10 (EAM) JCIM 12-04-14
Creating PM Schedules
Work Order System
Infor 10 (EAM)
JCIM
C- Creating PM Schedule, ( )

2. HINTS CREATING PM SCHEDULES FOR EQUIPMENT
TO CREATE A PM SCHEDULE FOR A PIECE OF EQUIPMENT YOU NEED to Pre-Determine 4 ITEMS
Step A. Write Down Equip. Number(s) . (Hint use excel extract on Equip. List screen)
Menu: Equipment>Equipment List
Step B. Determine PM Task (Job Instruction)
Menu: Work Orders>Work Order Planning>Tasks (Job Instructions)
Step C. Decide on Frequency of PM for the field “Perform-Every-(Recommend-Use-Weeks)”
Recommend: Frequency should be Daily or Weekly Increments (avoid mth, year
(D-Daily, W-Weekly, 4WK-Monthly, 13WK-Quarterly, 52WK-Annual, C-Periodic Based on Meter)
Step D. Determine 1st PM Start Date,
Recommend: Always use a Monday for the field “Next-PM/Calib.-Start-Date”
Recommendation:
If you have LIKE equipment that will use the SAME PM TASK, put them all on one PM Schedule,
the frequency can vary for each piece of equipment attached to the PM Schedule
ONCE YOU HAVE DOCUMENTED STEPS A THROUGH D ABOVE;
Menu: Work Orders> Work Order Planning>PM Schedules
Tab>Step 1 - Record View PM Schedule Code:
Create the SCHEDULE Code & Description field “PM-Schedule-Code & Description (Start-with-Plant-Code Followed by the PM Task Code You Will Attach)” (Example: CV09-6WK)
Tab>Step 2 - Add Task(s) Job Instruction:
Add the Task Code to the Schedule
Tab> Step 3- Add Equip. No.:
Add “Equip.-No.” or numbers to the PM Schedule,
Modify Frequency & Next PM Date on each Equip. as Required
On-Going: Add or Remove Equip. from the Schedule
IF YOU WANT A ROUTE BASED PM PLEASE GO TO THE FULL TRAINING
Tab> Step 4 - Optional Add Documents :
Add Document Code to the PM Schedule
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3. CREATING PM SCHEDULES FOR EQUIPMENT
When naming your PM Schedule make sure to follow the PM Code Convention
Start with your Plant Code
Followed by the Task Code Chosen
Followed by The Frequency in Weeks
Example 1:
Plant 36, using Task Code 00-AGC01-2WK, frequency every 4 Weeks
PM Schedule Code: AGC01-4WK
Description: Every 4 Week PM: Automatic Guided Cart (IDC Model E-500)
Plant 200, using Task 00-CV09, frequency every 6 weeks
PM Schedule Code: CV09-6WK
Description: Every 6 Week PM: Overhead Conveyor & Carriers (GM-31XX, E2SC)
Example 2:
C- Creating PM Schedule, ( )

4. 1. Navigate to the Equipment List Screen
FIND THE EQUIP. OR EQUIP. NUMBERS IN THE EQUIP. SCREEN
Make sure you know the Equip. Number (HINT EXTRACT TO EXCEL)
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5. 2. Navigate to the Task Screen
Make sure you know the TASK Number that matches your PM Needs
All Tasks Include their Equip.-Type, for easier filtering. WRITE DOWN YOUR TASK NUMBER
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6. 2. Navigate to the Task Screen
Read the Instruction to Make Sure It Applies, Note: PLANTS SHARE TASKS
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7. NEED A TASK ADDED OR EDITED BASED ON PLANT EXPERIENCE/LEARNING
JCIM: Contact AME, Joe Buffa, SEATING: Add Your OWN
IN INFOR, Highlight the text, copy & paste (Ctrl C & Ctrl V on Keyboard) into an Work Request to Plant 90 with edits made
It Goes on Work Log for AME to Complete, You will get ed back if questions or when it is entered and ready to use.
(do not send parts, send entire entry) That Way If Agreed it is a quick Cut & Paste
FILL out a Work Request in INFOR to Plant 90, include the Following in the Comments of the Work Request to Plant 90.
Text is formatted as Proper Case , (1st Letter Capitalized)
No Periods at ends of lines, action to take if something is found comes after a “;”
Heading Defines the PM Task & Frequency
The equipment number & equipment description that will use this TASK is to be sent all
Check Boxes are as shown
Standard Header & Footer, ALL PMS get these
**If not sent to this way, it takes s back and forth to interpret, and longer to format for load. See example on next slide.**
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8. Example
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9. Elements of The Job Instruction
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10. 3. Create A PM Schedule: HINT: COPY AN EXISTING & EDIT
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11. 3. Create A PM Schedule: HINT: COPY AN EXISTING & EDIT
Double Click on the Record You Wish To Copy, or Select for Adding All New
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12. 4. Add the Task to the Schedule using the TASK TAB
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13. 5. Add the Equipment to the Schedule using the EQUIPMENT TAB
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14. Special Note: Changing PM Schedule Frequency
Note: Changing Frequency “Perform-Every-(Recommend-Use-Weeks)” on the PM Schedule mass updates the frequency on all of the equipment on the Equip. Tab as well.
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15. Special Note: Changing PM Schedule Frequency & Next PM Start Date from Equipment List
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16. 6. Once you have all the equipment attached and activities attached to a PM Schedule, you are ready to GENERATE & PRINT Work Orders. See the other procedures for a quick reference on how to do that.
PM SCHEDULES USING CHECK SHEET/PICTURE
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17. Optional- 7. Attach Document to PM Schedule
Step 1- Determine if there is an existing document that fits your needs (write down the Document name or Copy it – Ctrl C).
Step 2- If you found one that matched your needs, you can go to the Documents Tab of the PM Schedule screen and click on “Add Document.”
Step 3- Type in the Document Name, or hit Ctrl V if you copied it, and select the Document.
Step 4- Then check off the copy/print options that you want to apply.
Step 5- Hit save.
If you did not find a Document that fits your needs or you want an existing Document modified, you will need to submit a Work Request to Plant 90.
Send an to with the attached document (make sure if it is a modified document that you highlight the proposed changes).
In the comments section state that you have sent an with the attached document. Also, provide your rationale for needing the modified document or a new document to be added to the system.
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18. Optional- 7. Attach Document to PM Schedule
If you found a Document that works:
C- Creating PM Schedule, ( )

19. Optional- 7. Attach Document to PM Schedule
If you did not find a Document that fits your needs or you want an existing Document modified:
C- Creating PM Schedule, ( )