Preparing Route PM Action—Key Exercises

Basic Data Setup

Route Definitions

Purpose: The purpose of this exercise is to show you how to set up the route definitions required for the exercises below. 

Windows:
Work Order and PM Basic Data/Route Definitions

1. Create a new route list. 

General exercise for Route Definitions

Maintenance Organization

Purpose: The purpose of this exercise is to show you how to set up the maintenance organization required for the exercises below.

Windows:
Organization Basic Data/Maintenance Organizations

1. Create a new maintenance organization.

General exercise for Maintenance Organization

Actions

Purpose: The purpose of this exercise is to show you how to set up the actions required for the exercises below. 

Windows:
Maintenance Basic Data/Actions

1. Create a new action.

General exercise for Actions

Required Data

Create Equipment Object

Purpose: The purpose of this exercise is to familiarize you with the required data needed for the exercises below.

Windows:
Functional Object

1. Create a new functional object (F5).
2. Enter the object ID as follows: XX1LA 063-100, where XX represents your initials. Enter the corresponding description as follows: Pump Motor.
3. Use the List of Values to select Object ID as the object level.
4. Save the new functional object (F12).

General exercise for Create Functional Object

PM Actions for Route List

Purpose: The purpose of this exercise is to familiarize you with the required data needed for the exercises below.

Windows:
PM Actions for Route List

1. Query (F3) for the route ID that you entered in the basic data setup exercise above (XXE90).
2. In the table, you can now enter new rows with PM actions that you want to include in this route. When you enter an order number, you decide the order of the route PM actions in the route. Create a new row (F5), and select the values shown in the table below using the List of Values (F8). 

3. Save the new row (F12). 
4. Enter at least two additional rows with optional values.

Note: You have registered PM actions and linked them to a route list. After you have registered route PM actions in this window, you can prepare them and link more information to them in the Route PM Action window.

Main Exercise

Purpose: The purpose of this exercise is to show you how to create and prepare a route PM action and add information on material, etc. 

Windows:
PM Actions for Route List
Route PM Action
Active Routes

Prepare Route PM Action

1. Open the PM Actions for Route List window.
2. Search for your route ID (XXE90).
3. Select all the rows that you entered, right-click, and then click Prepare.
4. In the Route PM Action window, you can prepare the PM action further.

Note: Sometimes you are aware of which operation and material are required for a work. In this case, you can use the route standard job as a template for a certain type of job to be performed on various parts of the facility.

5. Click the Jobs tab and create a new record.
6. Select an appropriate standard job identity using the List of Values (F8).
7. Save the new information (F12).

Note: The material requirements for the standard job will then be copied to this route PM action. You can find the material rows on the Materials tab. The budget calculations appear on the Budget tab. The route standard job can be connected only to a route PM action.

8. If no standard job is to be used, you will need to enter material manually to perform this route PM action. 
9. Click to the Materials tab, and create a new record (F5).
10. Select an inventory part and the planned quantity using the List of Values. 
11. Save the new record.
12. On the Budget tab, you can always enter and view information on costs and revenues for the route PM action.
13. You can also enter permits so that the maintenance work in the facility can be performed under safe conditions. Click the Permits tab, and enter a new row. 
14. Save the new information (F12).
15. If you need to prepare the other PM actions in this route, select another PM number at the top of the window and prepare the PM actions with standard jobs, materials, budget, permits, etc.

Note: To start the work, you must first set conditions for the generation. The generation can be of three different kinds: calendar-based, event-based, and/or condition-based (see PM Generation Criteria— Key Exercise). After the generation, you can right-click and then click Report In Route Work Order in the Active Routes window to report in the work that was done on the work order.