5.2 Master PMs

Question 1

Goal of Preventive Maintenance (PM) module applications

Answer 1

Keep assets running efficiently by managing the work performed on a regular schedule

Question 2

What do Preventive Maintenance (PM) module applications contain?

Answer 2

Tools to help plan and budget for regular maintenance work

Question 3

How do Preventive Maintenance (PM) module support their goal?

Answer 3

Planning labor, material, services, and tool needs of the regularly scheduled maintenance and inspection work orders

Question 4

What are PM records?

Answer 4

templates for work orders that contain job plans, and scheduling information for assets or locations routines

Question 5

What determines how often work orders are generated from PMs?

Answer 5

schedule

Question 6

Work Order generation from PM based on (list)

Answer 6

• elapsed time between work orders
• meter units used, or
• both

Question 7

What is PM information copied to?

Answer 7

other PMs, or
work orders generated by the PM itself

Question 8

Usage of hierarchical format PM?

Answer 8

created in this format for shutdowns and overhauls

Question 9

Master PM application usage

Answer 9

create and modify master PMs

Question 10

define Master PM

Answer 10

template for PM records

Question 11

Difference in functionality between master PM and PM

Answer 11

A master PM does not generate work orders like regular PMs. Rather, it will generate other PMs

Question 12

What are the PMs generated by a Master PM called?

Answer 12

Associated PMs

Question 13

Where are associated PMs managed?

Answer 13

Preventive Maintenance application

Question 14

Describe creation of PM from Master PM

Answer 14

Information from the Master PM is copied into the newly generated associated PMs

Question 15

Describe ongoing updates (if any) to PM by Master PM

Answer 15

Master PMs update associated PMs with changes made to the Master PM’s scheduling information

Question 16

Describe Override Updates from Master PM? checkbox

Answer 16

All new associated PM records will reference the Master PM and by default will accept updates as long as this box is not checked

Question 17

List the types of PM maintenance schedule

Answer 17

• Time-based
• Meter-based
• Combination

Question 18

Where can PM maintenance schedule be specified?

Answer 18

master PM record

Question 19

describe time-based PM maintenance schedule

what is the generation criteria based on?

Answer 19

Work orders are generated based on a schedule

based on either:
- elapsed time since the target start date (fixed schedule),
- the last completion date (floating schedule)

Question 20

describe meter-based PM maintenance schedule

what is the generation criteria based on?

Answer 20

work orders are generated based on meter readings

metered asset usage since the target start date or completion date of previous work

Question 21

describe combination PM maintenance schedule

Answer 21

schedule can be configured so that a combination is used. For example, a PM can be scheduled to trigger every six months or 300 hours of usage, whichever comes first.

Question 22

Describe Extended Date

Answer 22

overrides a PM’s typical next due date for generating PM work orders

Question 23

When is Extended Date field used?

Answer 23

typically used when it is known that the work cannot be done due to an overlapping event during the scheduled PM next due date

Question 24

What does Extended Date override, aside from next due date?

Answer 24

seasonal dates of a PM

Question 25

What happens if an extended date is used on a parent PM in a hierarchy and one child PM is due to generate a work order earlier than the extension date? When are all the extended dates in the hierarchy cleared?

Answer 25

the entire PM hierarchy generates work orders earlier than the extension date after all work orders are generated

Question 26

Which values on a PM are cleared, once the work order is generated from the PM?

Answer 26

Extended Date Adjusted Next Due Date

Question 27

What does the Adjusted Next Due Date selection calculate? What does it calculate when unchecked?

Answer 27

next due date as Extended Date + Frequency Next Due Date + Frequency

Question 28

What can disrupt the frequency cycle of a PM? How does the system mitigate this?

Answer 28

extended date is later than the calculation of the Next Due Date + Frequency A warning window will advise that there will be a disruption in the frequency cycle and job plan sequence of the PM

Question 29

How is target finish date calculated when a work order is generated from a PM?

Answer 29

Target Start Date + Job Plan duration

Question 30

List the master PM capabilities

Answer 30

* Specifying status of associated PM work orders * Define PM frequency * Override next due date for associated PMs using Extended Dates * Specifying the generation of work orders before their due dates * Defining the alert lead time * Defining what days a work order can be generated * Defining seasonal dates for work order generation

Question 31

Describe how frequency is defined for time-based master PMs

Answer 31

o Update Time Based Information in Existing PMs needs to be checked to update associated PMs o Frequency, Frequency Units, and Alert Lead (Days) fields on the associated PM is updated

Question 32

Describe how frequency is defined for meter-based master PMs

Answer 32

o Update Meter Based Information in Existing PMs needs to be checked to update associated PMs o Frequency, Alert Lead, and Generate WO Ahead By fields are updated on associated PMs

Question 33

Describe how Extended Dates can enable the next due date to be overridden for associated PMs (setup required on Master PM)

Answer 33

Update Existing PMs must be checked

Question 34

Describe how work order generation can be specified before their due date

Answer 34

o Lead time is the amount of time the work orders are generated from the PMs in advance of their due dates o Lead Time Active check box and the Lead Time (days) must be specified.

Question 35

Define alert lead time. How can it be defined via Master PM?

Answer 35

o Alert lead time is how far in advance an alert is displayed before work orders are generated o Alert Lead (Days) field in time-based master PMs o Alert Lead field in the meter-based master PMs

Question 36

How to define what days a work order can be generated?

Answer 36

Seasonal Dates tab / Active Days fields Update existing PMs Seasonal Dates must be checked

Question 37

Describe how seasonal dates for work order generation can be defined

Answer 37

specify active months or seasons Update existing PMs Seasonal Dates must be checked