Step #4 - Create Maintenance Plans

Table with all maintenance plan states:

Table with all possible state transitions for a maintenance plan:

The draft mode allows for an entity to be continuously edited, until it is read to be submitted for approval. The creation and the life cycle of an entity in the draft mode is as follows:

1. Select the option to create a maintenance plan;
2. Fill in the required entity fields at least;
3. Click the “Save as Draft” link;
4. Open the entity’s list and select Options | Show only drafts;
5. Edit the entity created in draft mode;
6. Perform the changes needed and save as often as necessary;
7. When the entity is ready to be submitted for approval, change the state to “Waiting for Approval“.

In preventive maintenance it may be necessary to set one or more plans that share the scheduling of a main plan, but which replace it after a given number of occurrences.

This is the case with vehicle maintenance, where a recurring plan is set, but after a few occurrences of that maintenance we intend for a more detailed plan. In order to set preventive maintenance plan replacement, perform the following steps.

1. In the preventive maintenance plan grid, add a main maintenance plan;
2. Set scheduling by meter or by recurrence and meter;
3. Add one or more plans subordinated to the main plan:
   1. Add the plan to the grid and choose the “Edit” link of the replacement;
   2. Set the main plan and the number of occurrences after which the main plan should be replaced;
   3. In the main plan set the replacement criterion: per multiplier or per cycle.

The maintenance plans allow for setting precedences between tasks. When a task precedes another, that means that the latter cannot start before the former is completed. To set precedences, select the precedent task on the grid of the maintenance plan tasks.

Examples

Example 1 – Sequential Execution:

In this case, the execution order is: Task 01, Task 02, Task 03.

Example 2 – Several tasks without precedent:

In this case, Task 01 and Task 02 can be executed in any order. Task 03 can only start after completing Task 02.

Example 3 – Several tasks with the same precedent:

In this case, Task 02 and Task 03 can be executed in any order but only after completing Task 01.

The creation of new versions allows for improving a maintenance plan by reusing the current configuration. To create a new version, follow these steps:

1. Open the Maintenance Plans list in All Tasks Menu | Preventive Maintenance | Maintenance Plans | Create Maintenance Plan | Maintenance Plans.
2. Edit a record in the “Approved” state;
3. Click the “New Version” link. The new version of the plan is created in the “Pending” state and in draft mode;
4. On the list, select “Options | Show only drafts” to view the new version record;
5. Edit the plan;
6. Make the necessary changes and, when ready, change the state to “Waiting for Approval”.

Batch management of maintenance plans was designed to allow you to change the state or delete a set of maintenance plans simultaneously. For this, follow these steps:

1. Access the operation under All Tasks Menu | Maintenance | Configurations | Maintenance Plans | Maintenance Plan Batch Management;
2. You must set the State filter;
3. You can set the following filters optionally:
   Work center – only work centers where the authenticated user is the person in charge are displayed;
   Maintenance Plan Type;
   Date;
4. Click “Apply“. The grid is loaded with the maintenance plans that match the selected filters;
5. Select the maintenance plans to delete or for which to change the state:
   Change state: Click the “Change State” button and select the desired state to change the preventive maintenance state;
   Delete: Click the “Delete” button to delete maintenance plans;
6. Apply.