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Implementation Wizard

STEP 3 of 10 - Preventive Maintenance Schedules

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The maintenance plan of the equipments should be made in accordance with the manufacturer recommendations (manual of the equipment), the actual operating conditions and the experience.

An item’s maintenance plan is a combination of maintenance schedules (that include work schedules). These maintenance schedules are, in practice, the contents of your daily Work Orders.

Preparing a maintenance schedule (MSch)
	Right-click an item and choose the option <Maintenance Plans>. This will show a list of the item’s maintenance schedules.
	Select <New> to show the <New Maintenance Schedule> form.
	By choosing the Work type, the system automatically suggests a code. You should use this code.
	Specify planned maintenance time (TM).
	Set maintenance schedule Periodicity (calendar time, running records or a combination of both)
	By specifying a <Next MSch> (Next Maintenance Schedule), you will create a maintenance cycle. Preventive Work Orders (WOs) for this item will then be generated according to the maintenance cycle you have created. In practice, with only one WO you will be able to run through all of the item’s maintenance schedules, according to the maintenance cycle you defined.
	In the <Tasks> tab, describe the tasks to be carried out
	Optionally, specify planned resources (Man-Hour, Stock items and/or third party services) to carry out these tasks. When creating this WO, these planned resources will then be transferred to the WO, where you will be able to analyze deviations.

Tips & best practices

	Maintenance plans must be prepared according to manufacturer recommendations; do not be over ambitious in the frequency of the systematic work schedules as this may overload your human resources and harm the accomplishment of the plan.
	When preparing a work schedule, before describing the tasks to be carried out, you should include reference to the equipment’s maintenance manual (or other relevant documentation) and essential safety precautions
	You should only record in the system work schedules that are relevant and that need to have proven maintenance history. You should not waste time managing daily or weekly work orders. In these cases, a simple check list worksheet is more effective.