Procedure

1. Use the following procedure to call the transaction:
Menu Path

Logistics  Plant Maintenance  Preventive Maintenance  Maintenance
Planning  Maintenance Plans  Create  Strategy Plan

Transaction Code

IP42

2. Enter the following data:
Field

Data

Maint. plan cat.

Plant maintenance

Strategy

B

3. Choose

Description

Key date scheduling

.

The Create Maintenance Plan: Strategy plan screen appears.

4. Enter the following data:
Field

Data

Maintenance plan text

Calibrate multimeter

Equipment

10003540

Multimeter, analog

Order type

PM06

Calibration order

5. Choose

Description

.

6. Choose the Maintenance plan scheduling parameters tab page.
7. Enter the following data:
Field

Data

Description

Call horizon (%)

90

Determines when the PM order should be generated for
the maintenance call.

Scheduling period

365

The scheduling period during which the system generates
maintenance calls.

Choose Logistics  Quality Management  Test Equipment Management  Calibration Planning  Maintenance Planning  Maintenance Plan  Create Single Cycle Plan. Choose One month before The system generates a maintenance order from the today’s date maintenance plan every 30 days. Do not leave this screen. the system automatically selects the first suitable counter for the reference object as a default value. Enter data as required for the maintenance item. o To assign a task list. Save the maintenance plan. 4. . You can only maintain the scheduling parameters for the maintenance plan if you have entered a unit for the cycle in the Interval section. If necessary. Enter a maintenance plan category and choose . On the Scheduling parameters tab page. Assign a task list to the maintenance plan. you can assign additional technical objects to the maintenance item using the Object list tab page (see Object List). scheduling parameters for the maintenance plan. Note the prerequisites described in Assigning a Task List to a Maintenance Plan.Start of cycle 8. 3. maintain the if required. The single cycle plan appears. You must choose an order type which is coupled with QM for the calibration inspection. . o To create a task list. so you set the cycle start one month in the past. 2. Enter data as required. 9. Creating a Single Cycle Plan 1. 8. Creating a Time-Based Strategy Plan 1. If you specify a service unit for the cycle. 9. choose . Choose Logistics  Quality Management  Test Equipment Management  Calibration Planning  Maintenance Planning  Maintenance Plan  Create Strategy Plan. choose with quick info Create task list/general task list. 6. The initial screen for creating a maintenance plan appears. If you want to create additional maintenance items. choose with quick info Create maintenance item. 5. This ensures that an order is available after scheduling. 7. The system can recognize from the unit whether it is a performance-based or time-based single cycle plan and provides the appropriate scheduling parameters.

maintain the if required. Enter data as required for the maintenance plan header and maintenance item. – Enter a performance-based strategy. . . Enter data as required: – Enter a maintenance plan category. o To assign a task list. Creating a Performance-Based Strategy Plan 1. After you have assigned a task list. 4. with quick info Create maintenance item. The strategy that you enter here must contain the scheduling indicator Performance and a dimension other than time. You must choose an order type which is coupled with QM for the calibration inspection. 9. Choose Logistics  Quality Management  Test Equipment Management  Calibration Planning  Maintenance Planning  Maintenance Plan  Create Strategy Plan. scheduling parameters for the maintenance plan. 2. Assign maintenance packages to the operations for the task list. Assign a task list to the maintenance plan. choose . Note the prerequisites described in Assigning a Task List to a Maintenance Plan. 5. choose 8. On the Scheduling parameters tab page. The strategy plan appears. 2. If you want to create additional maintenance items. – Enter a time-based 3. If necessary. You must choose an order type which is coupled with QM for the calibration inspection. 7. Save the maintenance plan. choose with quick info Create task list/general task list. The initial screen for creating a maintenance plan appears. the system displays the following data: o On the Item tab page – the assigned task list o On the Maintenance plan cycles tab page – the maintenance packages from the strategy which are assigned to the operations in the task list 6.The initial screen for creating a maintenance plan appears. o To create a task list. Choose maintenance strategy. use the Object list tab page to assign additional technical objects to the maintenance item (see Object List). Enter data as required: – Enter a maintenance plan category.

use the Object list tab page to assign additional technical objects to the maintenance item (see Object List). 7. 5. Assign maintenance packages to the operations in the task list. choose 8. 9. Enter data as required for the maintenance plan header and maintenance item. On the Scheduling parameters tab page. Assign a task list to the maintenance plan. choose with quick info Create task list/general task list. with quick info Create maintenance item. the system displays the following data: o On the Item tab page – the assigned task list o On the Maintenance plan cycles tab page – the maintenance packages from the strategy which are assigned to the operations in the task list 6. choose .3. The strategy plan appears. Note the prerequisites described in Assigning a Task List to a Maintenance Plan. . maintain the if required. After you have assigned a task list. Choose . scheduling parameters for the maintenance plan. 4. o To create a task list. o To assign a task list. If you want to create additional maintenance items. If necessary. Save the maintenance plan.