PREVENTATIVE

MAINTENANCE
Introduction
Preventative Maintenance Plans are used to create
reoccurring Work Orders. Maintenance Plans
consist of:

• Plans
• Maintenance Items
• Task Lists
• Operations
• Scheduling Parameters
Terminology
• Strategy - Is the plan weekly, monthly, yearly, or hourly?
• Start of Cycle - Last time this Work Order was done.
• Shift Factor - Allows you to move the next scheduled PM based on
completion date.
• Call Horizon - Specifies when an Order should be generated with
reference to a calculated due date. This allows for planning.
• Object List – Actual Functional Location and/or Equipment Stops on
a route.
• Maintenance Items – A template that Work Orders are created from.

• Task List - Where operations are maintained and the frequency

cycles are determined.
• Operations - Step by Step instructions, Job Duration, and Resources
per Work Order. Different frequencies allowed on same Task List.
Five Rules to Create a PM
1 Determine Strategy
– Due date and frequency
– Does a plan already exist with this strategy that fits needs?
2 Determine the Shift Factors
– Based on completion date
– Based on calendar date
3 Determine the Maintenance Item including Task List
– Can an existing task list be used?
– Create a new task list?
4 Determine if there will be an Object List
5 Determine Scheduling
– Start of Cycle with proper due dates
– Call Horizon
PLANS

• Contains strategy (weekly, monthly, yearly, hourly)

• Contains scheduling parameters (start of cycle, shift
factors, call horizon)
• Can consist of multiple maintenance items
MAINTENANCE ITEMS

• Each Maintenance Item in a plan creates 1 Work Order.

• Option to have multiple Items per Plan
• Work Orders
– Work Order Description
– Functional Locations or Equipment (for history and cost)
– Work Center
– Planner
– Activity Type
– Object List

• Link to Task List

TASK LIST

• Consists of:
– Operations
– Maintenance Strategy
• Weekly
• Monthly
• Yearly
– Maintenance Packages
• A Maintenance Package is a list of frequencies
available to a Strategy.
OPERATIONS

A Task List can contain one to many operations which:

– States Work Center Responsible
– Includes long text step-by-step instructions
– Estimates duration of job
– Estimates number of people to do the job
– Appear cyclically on a work order
SCHEDULING PARAMETERS

• One Per Plan

• Start of Cycle - When was the last time the smallest cycle of the
Plan executed?
• Shift Factors - Is the next Work Order from this Plan due based on
Completion of previous W.O., or is it calendar based?
• Call Horizon - What percent of the smallest cycle must pass before
creating the next due W.O.
• Scheduling Period - Number of days in future I can view Plan to see
what is coming due. (Blank default will always show next due date.)
PM Overview PLANS MAY HAVE MULTIPLE MAINT ITEMS. THE STRATEGY OF WEEKLY,
MONTHLY, OR YEARLY MUST MATCH THE TASK LIST STRATEGY. THE
SCHEDULED PLAN IS BASED ON 1 START DATE – DIFFERENT DATES
PLAN- Strategy and Scheduling REQUIRE DIFFERENT PLANS.

MAINT ITEMS- Work Order template and Object List EACH ITEM CREATES A WORK ORDER.
THE OBJECT LIST CONTAINS THE
DIFFERENT FUNCTIONAL LOCATIONS
WHERE WORK IS TO BE DONE.

TASK LIST STEP BY STEP INSTRUCTIONS. MAY BE A LINKED DOCUMENT OR

INTERNAL TO SAP. A STRATEGY OF WEEKLY, MONTHLY, OR YEARLY IS
ASSIGNED TO TASK LIST AND MUST MATCH THE PLAN STRATEGY.

OPERATIONS- Frequencies on Maintenance Pkg.

STEPS TO BE EXECUTED FOR THE OBJECTS ON THE MAINT ITEMS. EACH OPERATION CAN HAVE DIFFERENT
MAINT PKGS, WORK CENTERS, DURATION OF JOB, NUMBER OF PEOPLE NEEDED, AND LONG TEXT TASKS.

STRATEGY
DEFINES THE FREQUENCY AT WHICH SPECIFIC OPERATIONS ARE EXECUTED.

SCHEDULE THE PLAN DETERMINES THE START OF CYCLE BASED ON THE LAST TIME THE WORK ORDER WAS DONE.
ALLOWS NEXT PRODUCED WORK ORDER TO CHANGE BASED UPON COMPLETION. DETERMINES
WHEN THE WORK ORDER SHOULD BE GENERATED TO MEET THE DUE DATE.