This document provides an overview of preventive maintenance (PM) in Maintenance Connection. It describes PM schedules and procedures, how to configure PM records including defining schedules, procedures, assets, and automation settings. It also reviews the different tabs in a PM record including schedule, procedures, assets, reports and preferences. The document concludes with instructions on navigating a sample PM record and additional resources.

1. Overview of Preventive
Maintenance (PPP01)
PMs, Procedures, and Projects Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: PPP_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: Dave Putnam
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Preventive Maintenance Defined
PM Details
PM Tabs
PM Preferences
Agenda

5. What is a Preventive Maintenance
(PM) Schedule?
What is a Procedure?
PM Configuration
PM Generation Process
Preventive Maintenance Defined

6. Scheduled or planned work based on a
passage of time or usage
Individual PM record will generate Work
Orders for Assets added based on
schedule defined
What is a Preventive Maintenance (PM) Schedule?

7. Also used for:
• Inspections
• Rounds
• Compliance
• … Any scheduled activity requiring a
Work Order!
What is a Preventive Maintenance (PM) Schedule? (cont’d)

8. Set of tasks for work to be completed
Pre-defined template for specific fields
to be populated on Work Orders:
• Details
• Estimated costs
• Indicators
• Photo
• Authorization
What is a Procedure?

9. Flexible configuration options:
• Run a procedure after a specified time
or usage
• Combined schedule (meter and time
based – whichever occurs first)
• Multiple procedures can be scheduled
for different intervals
PM Configuration

10. Two general types of schedules:
• Fixed Schedule
• Floating Schedule
PM Configuration (cont’d)

11. Basic Configuration Process:
• PM record is created
• Schedule is defined
• Procedure is defined
• Assets are added
• Automation is set
PM Configuration (cont’d)

12. Based on automation settings:
• Work Orders auto-generated
• Home Page notification to manually generate
PM Info section on Home Page provides
summary information and link to generate
PM Generation Process

13. PM Details Overview
PM Details Fields
PM Details

14. Stores key information for the PM
Fields carry over to generated Work
Orders
PM Details Overview

15. ID and Name:
• Important to remain consistent in
naming structure
• ID is the unique identifier
• Name is the descriptive indicator
Category is used strictly for locating in
PM Lookup
Details Fields

16. Type and Priority transfer over to
Work Orders (overridden by
Procedure)
Shift transferred unless specified at
PM Asset level
Details Fields (cont’d)

17. Shop and Supervisor fields used for
filtering and locating schedules only
Details Fields (cont’d)

18. Library:
• Repair Center selection to auto-filter
in the PM Explorer
• If left blank, will appear in Explorer for
all Repair Centers
Details Fields (cont’d)

19. Status and Work Order Status:
• Status determines whether PM is
active or inactive
• Work Order Status sets default status
for generated Work Orders
Details Fields (cont’d)

20. Schedule
Procedures
Assets
Automation
Attach
Reports
PM Tabs

21. Schedule Tab displays type and
definition of schedule
• Details for schedule are also defined
(weekly, monthly, etc.)
Two sub-tabs:
• Schedule
• Start / End
Schedule

22. Schedule Sub-Tab:
• Displayed by default
• Defines base schedule
Schedule (cont’d)

23. Start / End Sub-Tab:
• Specify begin and end parameters
• Disable PM
Schedule (cont’d)

24. Add / display Procedures associated
with PM
• Minimum of 1 Procedure required
• Intervals for Procedures displayed and can
be adjusted
Procedures

25. Schedule automated generation of a
Project Plan
• Same process as Procedures
Procedures (cont’d)

26. Assets are displayed for generation of
Work Orders for associated PM schedule
• Can be edited and adjusted individually or
through batch update
Information defined on Schedule and
Procedure Tab used to calculate next
scheduled date
Assets

27. Repair center filter available to filter
Assets displayed on list
Asset Defaults control designates which
fields of the Asset record will be used
when generating Work Orders
Assets (cont’d)

28. Automation determines:
• Method and timing of generation
• Work Order grouping
• Classifications for Assets to be auto-
added to schedule
Automation

29. Store documents and notes for PM
Attachments are reference only and
do not populate on Work Orders
Attach

30. Three report displays:
• Work Orders
• Backlog
• Cost Breakdown
Reports

31. Work Orders and Backlog Report:
Reports (cont’d)

32. Cost Breakdown Report:
Reports (cont’d)

33. Now let’s practice navigating the
different tabs of a Preventive
Maintenance schedule!
PM Navigation: Hands-On

34. Navigate to the Preventive Maint.
Explorer by clicking on the green
Explorer bar and selecting Preventive
Maintenance
PM Navigation: Hands-On (cont’d)

35. Find PM ID PPP01_TEST with a PM Name
of PPP01-Test in the Explorer
Select the PM record (the Details tab will
display by default)
PM Navigation: Hands-On (cont’d)

36. Select the Schedule tab
Select the Start / End tab
Find the end after 50 occurrence(s)
PM Navigation: Hands-On (cont’d)

37. Select the Assets tab
Find the Repair Center filter and select
All
All Assets / Locations will appear for the
PM record
PM Navigation: Hands-On (cont’d)

38. Select the Reports tab of the PM
Navigate to the Cost Breakdown sub-tab
Cost information for all Work Orders
generated for the PM will display
PM Navigation: Hands-On (cont’d)

39. You have now successfully completed
navigating the different tabs of a
Preventive Maintenance record!
PM Navigation: Hands-On (cont’d)

40. Defaults
Explorer
Settings
Work Days
Preferences

41. Set value for default Type for every PM
record created
Option to stop PM generation for Assets
not in-service
Defaults

42. Refresh options
PM records displayed per page
Explorer

43. Background generation helps to
eliminate time out errors
Priority Rules will base target date on
the defined priority of the Work Order
(not typically used for PMs)
Settings

44. Work day indicators determine
generation (only will generate on days
listed as work days)
Work Days

45. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

46. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Setup Basic PM Schedule
How to Setup PM Automation
PM Tabs
PM Module Preferences
Additional Resources

47. Did you know you can take a Quiz to
test your knowledge of today’s content?
• Check it out on MC User Connect!
(www.mcuserconnect.com)
• Located in the MC eLearning folder 
PMs, Procedures, and Projects Course
Quizzes
Test Your Knowledge…