Enter Maintenance Plan

Explanation

This activity is used to create a maintenance plan for valid combinations of serial parts and maintenance groups of a maintenance program. The maintenance plan indicates, using operation intervals and calendar intervals, when the equipment is due for maintenance. 

Based on the maintenance plan and the operational frequency, a due calculation that generates maintenance actions for the event plan is executed each night. For every maintenance code in the plan, an appropriate calculation rule is indicated. Normally, one of the maintenance codes will have the Overhaul calculation rule. If the maintenance plan does not entirely consist of recurring maintenance codes, one of the maintenance codes with the calculation rule Overhaul must Cycle the maintenance program for the due calculation to work correctly. To perform a Cycle means that all values after overhaul will be reset to zero. If this is disregarded, the due calculation for maintenance intervals will not work correctly. You cannot delete a maintenance code if it is connected to maintenance actions for the serial objects. For more information about the rules when registering maintenance plans, follow this link: Interval Based Maintenance Program. 

Prerequisites

• A maintenance program to create a maintenance plan for must exist.
• Serial parts must be defined for the maintenance program.
• Maintenance groups must be defined for the maintenance program.
• Maintenance codes (valid to enter for a serial part, a maintenance group and a maintenance program on a maintenance plan) must be defined as basic data in the Maintenance Program Basic Data/Maint Code tab.

System Effects

A maintenance plan is defined for a given maintenance program, serial part and maintenance group. A task calculation for serials connected to the maintenance program with the defined maintenance plan can be executed from the Serial Maintenance window. It will be possible to enter the start value information in the Component Life/Interval Maint tab. The maintenance codes entered in the maintenance plan are automatically created as valid maintenance codes for all revisions of the serial part and can be connected to instructions. For more information, follow this link: Enter Maintenance Codes per Serial Part Revision. 

Window

Maintenance Plan
Define Maintenance Program

Related Window Descriptions

Maintenance Plan  
Instruction/Maintenance Code  
Maintenance Program Basic Data/Maint Code  
Component Life/Interval Maint  
Define Maintenance Program  

Procedure

Select from the following options to create a maintenance plan for a maintenance program:

Option 01:

1. Open the Maintenance Plan window and query (F3) for the necessary maintenance program, part revision and maintenance group for which you want to create a maintenance plan.
2. To create an interval for a primary releasing operational parameter for the maintenance plan, create a new record (F5) in the upper table of the Intervals tab.
3. Enter the preferred maintenance code for the maintenance plan in the Maint Code field. Use the List of Values to select a value.
4. Enter the preferred maintenance interval for the maintenance plan in the Maint Interval field.
5. Select the Recurring Calculation check box if the maintenance code is to be calculated at recurring intervals. Specify the Recurring Interval and/or the Recurring Cal. Interval. Note that the Recurring Cal. Unit is required when a recurring calendar interval is specified.
6. Select the Use Tolerance check box if tolerances are to be used for the given maintenance code. Specify the Lower Tolerance and the Upper Tolerance limits. If necessary, select the Adjust Above + Tolerance check box as well.
7. To enable adjustment of calendar based intervals, select the Cal. Int. - Adjust if done Early check box and the Cal. Int. - Adjust if done Late check box.

• When the Cal. Int. - Adjust if done Early check box is selected, the next due date will always follow the due date of the previous execution whenever the maintenance has been performed too early.
• When the Cal. Int. - Adjust if done Late check box is selected, the next due date will always follow the due date of the previous execution whenever the maintenance has been performed too late.
• Note that the settings for Cal. Int. - Adjust if done Early and Cal. Int. - Adjust if done Late does not have any effect if the Based on Performed Date has been specified.

8. In the Days Forewarning field, specify the number of dates before the maintenance code's due date that the maintenance action is to become available for planning.
9. In the Duration Workshop field, specify the number of days the equipment is expected to be in the workshop.
10. In the Duration Unit field, specify the unit of measurement for the duration in the workshop.
11. In the Calculation Rule field, specify the calculation rule for the given maintenance code. The calculation rule Inspection is selected by default.
12. In the Cycle field, indicate whether the execution of maintenance actions for the maintenance code will trigger a zero setting of accumulators in the operational record. Note: For parts that are not overhauled the value must always be No Cycle.
13. In the Task Remark field, enter any additional information on the interval maintenance. Entering a value in this field is optional. Double-clicking on the field will open a text editor where you can enter text in a more convenient fashion. When a task is created for the interval maintenance, this information will be transferred to the Task Remark field of the corresponding task record on the maintenance order.
14. Save the record (F12).
15. To create an interval for a secondary releasing operational parameter for the maintenance plan, create a new record (F5) in the lower table of the  Intervals tab.
16. In the Operational Parameter field, enter the secondary releasing operational parameter. Use the List of Values to select a valid value.
17. In the Maint Interval field, enter the required maintenance interval.
18. Save the record (F12).

Option 02:

1. Open the Define Maintenance Program window and query (F3) for the necessary maintenance program.
2. Right-click and click Maintenance Plan. The Maintenance Plan window is opened with all serial parts and maintenance groups that are connected to the maintenance program and for which you want to create maintenance plans.
3. To create an interval for a primary and/or secondary releasing operational parameter for the maintenance plan, continue with steps 2 - 18 detailed in Option 01.

Option 03:

1. Open the  Define Maintenance Program window and query (F3) for the necessary maintenance program.
2. Click the Maintenance Groups tab.
3. Select the row containing the part number you want, right-click and then click Maintenance Plan. The Maintenance Plan window is opened with the serial part, maintenance group and maintenance program for which you want to create a maintenance plan.
4. To create an interval for a primary and/or secondary releasing operational parameter for the maintenance plan, continue with steps 2 - 18 detailed in Option 01.