Preventive Maintenance Schedule Configurations

Maintenance Connection provides tremendous flexibility in configuring preventive maintenance schedules. Schedules can be defined to run a given procedure after a specified period of time or usage (based on meter readings), with multiple options available for defining the interval at which the maintenance is to be performed. For more complex maintenance, a multiple-procedure schedule can be defined with alternate procedures that run at different time intervals, such as different procedures for monthly and quarterly maintenance.

Information configured on the Schedule, Procedures, Assets, and Automation pages provide tremendous flexibility in defining preventive maintenance schedules. You can also use the PM Load Balancer to help manage PM schedules.

ClosedFixed and Floating Schedules

There are two types of schedules: fixed and floating.

  • A fixed schedule generates work orders for maintenance on a specific date (or meter reading), regardless of the last time the maintenance was performed. Examples of fixed schedules include maintenance performed on the 1st and the 15th of every month, the last day of the quarter, or every 5,000 units.

  • A floating schedule determines the next scheduled maintenance based on when the last maintenance was actually performed. Examples of floating schedules include maintenance performed 3 months after the last maintenance (as determined by the work order completion date) or at the next meter interval based on the meter reading when the previous maintenance was performed

ClosedSingle and Multiple Procedure Schedules

Maintenance Connection supports single- and multiple-procedure schedules. Single-procedure schedules are defined to run a single procedure at a given interval of time or usage. Multiple-procedure schedules are defined to run different procedures at different intervals. For example, one PM schedule could have a different monthly procedure, quarterly procedure, and annual procedure.

Multiple-procedure schedules must be defined so that all procedures are run at intervals that are multiples of the recurrence specified on the Schedule page. For example, a monthly, time-based schedule with multiple procedures would have a monthly base procedure with an interval of 1. The quarterly procedure would have an interval of 3 (at the third scheduled monthly recurrence) and the annual procedure would have an interval of 12 (at the twelfth scheduled recurrence).

The actual procedures performed at later intervals are often cumulative. That is, the quarterly procedure may include all the tasks performed in the monthly procedure, plus additional tasks. Since only a single procedure is run at each interval, all tasks must be included in the larger procedure. When creating multiple procedures, new procedures are often created by cloning the base procedure and then adding the incremental tasks to be completed.

The following tables summarize common interval settings for multiple-procedure schedules:

Base Schedule (Monthly)

Interval

Setting

Monthly

1

Quarterly

3

Annual

12

Base Schedule (Weekly)

Interval

Setting

Weekly

1

Monthly

4

Quarterly

12

Annual

48

Base Schedule (Bi-Weekly)

Interval

Setting

Bi-Weekly

1

Monthly

2

Quarterly

6

Annual

24

Base Schedule (Every 3 Months)

Interval

Setting

Every 3 Months

1

Annual

4