How to create a preventive maintenance?

How to create a preventive maintenance?



Preventive maintenance specifies a set of maintenance actions to be performed based on a fixed recurrence or on meter values. To create a new preventive maintenance, select the option Work | Preventive Maintenances:

  1. The list of preventive maintenances will be displayed;
  2. Press the "Create" button;
When creating the preventive maintenance must consider the following points:
  1. It is only possible to select assets, whose employee has access to, if the selected asset type is a route, the employee must have access to all root elements, otherwise, it is not possible to select the route. The asset permissions are defined on the access levels.
  2. Only routes with at least one asset will be available.
  3. Before saving the preventive maintenance, you have the chance to view the events, for that, on the "operations" button, select the option "Preview Events". This option is only available on the states Pending and Waiting for Approval. 
On the work orders tab, it is possible to define the scheduling criteria that affected the date of the following event, based on the previous work order. This way, there are three possible selection criteria:
  1. Fixed date: This criterion is not influenced by the previous WO dates, that is, they always occur on the same date. 
  2. Opening date: This criterion is based on the previous WO opening date, that is, the opening date is considered by the WO state, configured to allow the work report.
  3. Closing date: This criterion is based on the previous WO closing date, that is, the closing date is considered by the WO state, configured as SLA end.
  4. On the Preventive Maintenance, it is not possible to customize the states, the available states are:

Natural Key
Description
001.PREVENTIVEMAINTENANCE
Waiting for Approval

002.PREVENTIVEMAINTENANCE
Pending

003.PREVENTIVEMAINTENANCE
Approved
004.PREVENTIVEMAINTENANCE
Canceled
005.PREVENTIVEMAINTENANCE
closed
006.PREVENTIVEMAINTENANCE
Substituted





    • Related Articles

    • How to create a new version of the preventive maintenance?

      The creation of new versions allows for improving a preventive maintenance by reusing the current configuration. To create a version, access Work | Preventive Maintenances; The preventive maintenance list is presented Select the preventive ...
    • How to create work orders from a preventive maintenance event?

      From a preventive maintenance event, you can create a work order automatically or upon user request: automatically in order for the Work Order to be generated >automatically, on the preventive maintenance file, the state in which the work order is ...
    • How to set the preventive maintenance's time zone?

      Preventive Maintenance allows you to set the time zone in which events must occur. This way you can locally setup events that must occur on the day and at the time of the place where the work will be performed. When you create a preventive ...
    • How to join plans on the preventive maintenance?

      When creating a preventive maintenance, it is possible to replace maintenance plans when they occur on the same date or it is possible to join the several maintenance plans in a single work order. When the option “Join Plans” of a preventive ...
    • What is preventive maintenances batch management?

      Preventive maintenances management was designed to allow you to simultaneously change the state, delete or create new versions for a set of preventive maintenances. For that, you must access Work | Preventive Maintenance | Preventive Maintenance ...