1. PREVENTATIVE MAINTENANCE

2. Introduction Plans Maintenance Items Task Lists Operations
Preventative Maintenance Plans are used to create reoccurring Work Orders. SAP Preventative Maintenance Plans consist of:
Plans
Maintenance Items
Task Lists
Operations
Scheduling Parameters

3. Terminology Strategy - Is the plan weekly, monthly, yearly, or hourly?
Start of Cycle - Last time this Work Order was done.
Shift Factor - Allows you to move the next scheduled PM based on completion date.
Call Horizon - Specifies when an Order should be generated with reference to a calculated due date. This allows for planning.
Object List – Actual Functional Location and/or Equipment Stops on a route.
Maintenance Items – A template that Work Orders are created from.
Task List - Where operations are maintained and the frequency cycles are determined.
Operations - Step by Step instructions, Job Duration, and Resources per Work Order. Different frequencies allowed on same Task List.

4. Five Rules to Create a PM
Determine Strategy
Due date and frequency
Does a plan already exist with this strategy that fits needs?
Determine the Shift Factors
Based on completion date
Based on calendar date
Determine the Maintenance Item including Task List
Can an existing task list be used?
Create a new task list?
Determine if there will be an Object List
Determine Scheduling
Start of Cycle with proper due dates
Call Horizon

5. PLANS Contains strategy (weekly, monthly, yearly, hourly)
Contains scheduling parameters (start of cycle, shift factors, call horizon)
Can consist of multiple maintenance items

6. MAINTENANCE ITEMS
Each Maintenance Item in a plan creates 1 Work Order.
Option to have multiple Items per Plan
Work Orders
Work Order Description
Functional Locations or Equipment (for history and cost)
Work Center
Planner
Activity Type
Object List
Link to Task List

7. TASK LIST Consists of: Operations Maintenance Strategy Weekly Monthly
Yearly
Maintenance Packages
A Maintenance Package is a list of frequencies available to a Strategy.

8. OPERATIONS A Task List can contain one to many operations which:
States Work Center Responsible
Includes long text step-by-step instructions
Estimates duration of job
Estimates number of people to do the job
Appear cyclically on a work order

9. SCHEDULING PARAMETERS
One Per Plan
Start of Cycle - When was the last time the smallest cycle of the Plan executed?
Shift Factors - Is the next Work Order from this Plan due based on Completion of previous W.O., or is it calendar based?
Call Horizon - What percent of the smallest cycle must pass before creating the next due W.O.
Scheduling Period - Number of days in future I can view Plan to see what is coming due. (Blank default will always show next due date.)

10. Create Task List

11. Task List - Header
After Header information is entered, Press the Operation Overview Button

12. Task List – Operation Overview
Double-click for Long Text
Update Maintenance Packages

13. Task List – Maintenance Pkg.

14. Task List – Operation Long Text

15. Create a Plan
Strategy must be same as task list strategy

16. Create A Plan To hide/unhide the Plan Header information
Enter the Item Description and the F/L then press Enter. Planning Data will default from F/L.
Verify Order Type,Work Center, Planner Group, and Activity Type

17. Add Objects to a Maint Item
Object List Tab

18. Attach Task List
If Task List exists
To create new task list

19. Create another Maint. Item
Create additional maintenance items

20. Return to Plan Header
Unhide the Plan Header

21. Set Scheduling Parameters
Scheduling Parameters tab

22. Save the Plan
Save

23. Schedule the Plan Used for multiple cycle Plans
To manually call work orders in Plan
Used for one-cycle Plans

24. PM Overview PLAN- Strategy and Scheduling
PLANS MAY HAVE MULTIPLE MAINT ITEMS. THE STRATEGY OF WEEKLY, MONTHLY, OR YEARLY MUST MATCH THE TASK LIST STRATEGY. THE SCHEDULED PLAN IS BASED ON 1 START DATE – DIFFERENT DATES REQUIRE DIFFERENT PLANS.
PLAN- Strategy and Scheduling
MAINT ITEMS- Work Order template and Object List
EACH ITEM CREATES A WORK ORDER. THE OBJECT LIST CONTAINS THE DIFFERENT FUNCTIONAL LOCATIONS WHERE WORK IS TO BE DONE.
TASK LIST
STEP BY STEP INSTRUCTIONS. MAY BE A LINKED DOCUMENT OR INTERNAL TO SAP. A STRATEGY OF WEEKLY, MONTHLY, OR YEARLY IS ASSIGNED TO TASK LIST AND MUST MATCH THE PLAN STRATEGY.
OPERATIONS- Frequencies on Maintenance Pkg.
STEPS TO BE EXECUTED FOR THE OBJECTS ON THE MAINT ITEMS. EACH OPERATION CAN HAVE DIFFERENT MAINT PKGS, WORK CENTERS, DURATION OF JOB, NUMBER OF PEOPLE NEEDED, AND LONG TEXT TASKS.
STRATEGY
DEFINES THE FREQUENCY AT WHICH SPECIFIC OPERATIONS ARE EXECUTED.
SCHEDULE THE PLAN
DETERMINES THE START OF CYCLE BASED ON THE LAST TIME THE WORK ORDER WAS DONE. ALLOWS NEXT PRODUCED WORK ORDER TO CHANGE BASED UPON COMPLETION. DETERMINES WHEN THE WORK ORDER SHOULD BE GENERATED TO MEET THE DUE DATE.