The document discusses effective preventive maintenance (PM) management using eMaint X3 software. It covers topics like PM schedule setup, generating and managing PMs, and tools for better PM planning. Specific areas covered include calendar vs. meter based scheduling, using shadow scheduling, grouping and routing PMs, nesting tasks and procedures, planning for parts usage, and generating PMs through automatic, manual, or imported methods.

1. Effective PM Management with eMaint X3

2. Topics for Discussion PM Schedules and Setup Tools/Options for Better PM Planning Generating and Managing PMs

3. PM Schedules and Setup

4. PM Schedules and Setup Basic Anatomy of the PM Schedule Calendar Based: Static vs. Shadow Meter Based: Static vs. Shadow Suppression Skip Days

5. Anatomy of the PM Schedule

6. Anatomy of the PM Schedule

7. Maintenance Calendar

8. Scenario: Calendar Scheduling If we PROJECT what MIGHT happen….. 11/4 9/25 10/25 11/25 9/30 11/4 9/30 12/4 12/14 10/30 1/14 2/17 Another approach… 25 21 31 31 31 31 12/25 1/25 2/25 12/2 23 2/21 1/17 Legend: = PM Generate = PM Close = Baseline Interval = New Calendar Interval = New Meter Interval

9. Solution: Use of Shadow on Calendar Instead of this… Try this…

10. Scenario: Meter Scheduling Monday Tuesday 1000 Additional Miles 32500 Total Miles Wednesday 1050 Additional Miles 33550 Total Miles Thursday 50 Additional Miles 33600 Total Miles RUNNING 31500 32500 33550 33600

11. Scenario: Meter Scheduling TOTALS Monday 500 Units Produced 500 Units Total Tuesday 1200 Units Produced 1700 Units Total Wednesday 100 Units Produced 1800 Units Total Thursday 500 Units Produced 2300 Units Total 500 1200 100 500

12. Scenario: Meter Scheduling If we PROJECT what MIGHT happen… 10/5 100 Hrs. 150 Hrs. 10/25 50 Hrs. 200 Hrs. 100 Hrs. 9/25 10/30 250 Hrs. 250 Hrs. 25 Hrs. 11/27 9/25 250 Hrs. 11/14 250 Hrs. 10/20 250 Hrs. OR… Legend: = PM Generate = PM Close = Baseline Interval = New Calendar Interval = New Meter Interval

13. Solution: Use of Shadow on Meter Shadow Meter Displays current meter reading Option to enter reading ‘ Adjust Next PM Interval’ is automatic with Shadow Meter, so no need to checkmark. Static: Produces the next PM based on the reading at the time the PM was generated. Shadow: Produces next PM based on the reading at the time the work order is closed.

14. Scenario: Calendar Suppression Goal: Setup a weekly PM to produce only on Tuesdays, but not if previous PM work order is still open. What is best way to accomplish? Scenario: PM Generated on 10/2/07

15. Scenario: Calendar Suppression Hint: On Close out, update the Next PM Date to the following Tuesday since the completed date is later than the Next PM date.

16. Scenario: Meter Suppression With Suppress set to True, new work order will not generate until the current work order is closed, even though meter threshold has been met.

17. Scenario: Skip Days on PM Schedule Goal: Setup Daily PMs so they will produce every day except weekends. X X X X X X X X

18. Tools/Options for PM Planning

19. Tools/Options for PM Planning Estimated Hours Routing and Sequencing PM Groups Nesting Tasks vs. Procedures PM Parts Planning and Usage PM Assignments ‘ Assign To’ field Assignment Table

20. Add parts and procedures table below and animate to align with screen 19

21. Scenario: PM Routing & Sequencing PM Schedule PM Routes allow groups of individual PM schedule records to be related to each other. Route Sequencer option allows you to manipulate the route sequence. Route Sequence allows you to control the order of the route, allowing personnel to follow the correct/optimized sequence for performing PM tasks. PM Manager

22. Scenario: PM Routing & Sequencing PM Generation

23. Scenario: PM Grouping PM Schedule Similar to the Route field, the PM Group field can be used to categorize PMs so they can be managed as a group. PM Generation During PM Generation, you can filter based on PM Group to only display tasks related to that group.

24. Scenario: Nesting Daily Task Procedure A Procedure B Procedure C Weekly Task Procedure A Procedure B Procedure C + Procedure D + Procedure E Monthly Task Procedure A Procedure B Procedure C Procedure D Procedure E + Procedure F + Procedure G

25. Scenario: Nesting

26. Scenario: PM Tasks vs. Procedures Procedures Break down the task into separate procedures. Allows ability to “mix and match” individual task procedures to create more complex tasks. Allows individual procedures to be assigned standard repair times for greater accuracy. Perfect for safety procedures (i.e., lock out/tag out) which may be combined with various other procedures to create the required tasks.

27. Planning for Parts Usage on PMs

28. Planning for Parts Usage on PMs PM Generation Work Order Close out

29. ‘Assign To’ Option PM “Assign To”

30. Assignments Option PM Assignments

31. PM Assignments Assignments Option

32. Generating and Managing PMs

33. Generating and Managing PMs Generating PMs Automatic Generate/PM Settings Manually Generate PM Generate Menu PM Publisher Importing Meter Readings PM Manager

34. Options for Generating PMs Automatic

35. Options for Generating PMs Manually Generate

36. Options for Generating PMs PM Generation – Preview

37. Options for Generating PMs PM Generation - Complete

38. PM Task – Publishing Changes

39. Importing Meters

40. PM Manager Change Values Update standard times PM Projection Change Next PM Date Route Sequencing

41. Q & A