Learn how to create simple procedures when generating preventive maintenance records. This session explores the basic tabs within the record.

1. MC University
PPP02|Basic Preventive Maintenance Procedures

2. MC University
Agenda
Procedures Defined
Procedure Tabs
Create Basic Procedure

3. MC University
Procedures Defined
Procedures Overview
Manually Added Procedures
Procedures Added via Problem Code
Generated Procedures

4. MC University
Procedures Overview
Collection of tasks, estimated costs, details,
and attachments to transfer over to Work
Orders

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Procedures Overview (cont’d)
Procedures accessed from PM record can be
opened (right mouse click)
Procedures added using “Add…” button

6. MC University
Procedures Overview (cont’d)
Two typical / common ways to add
Procedures to Work Orders:
• Manually added to Work Orders
• Generated onto Work Order from Preventive
Maintenance

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Manually Added Procedures
Manually added Procedures useful for:
• Populating set of pre-defined Tasks for work
• On-the-fly situations

8. MC University
Procedures Added via Problem Code
Procedures also can be added via Problem
code:
• Associated on Details tab
• Useful for specific instructions related to
common Problems

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Generated Procedures
Automatic Procedure association through PM
generation:
• Added to Procedures tab of PM records
• Populated onto all Work Orders for that PM
• More advanced multiple procedure capabilities
available

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Procedures Tabs
Details
Tasks
Costs
Classifications
Attach
Reports

11. MC University
Details
Key information transferred to generated
Work Orders:
• Type and Priority (if no value listed on PM Details)
• Target Hours
• Indicators
• Authorization

12. MC University
Details (cont’d)
Procedure Info stores identifying information
and Category of Procedure
Details store primarily reference information
• Back-up data if PM fields left blank

13. MC University
Details (cont’d)
Managed By used for filtering in Explorer and
limiting access by Repair Center

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Details (cont’d)
Status determines if Procedure should appear
or be hidden in Procedure Lookup
Authorization sets necessary approval level
for Work Orders (if applicable)

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Details (cont’d)
Indicators will be checked on Work Orders
dependent on Procedure selections

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Tasks
Tasks are added manually or from tasks
Module to Procedure on Tasks tab
Task types include:
• Standard task
• Task Group
• Specification task
• Meter Readings Task
• Header

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Tasks (cont’d)
Tasks Module stores list of predefined tasks
Tasks can be tracked allowing for easy
identification

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Tasks (cont’d)
Special formatting and styles can be used to
emphasize text
Style Lookup Table display options

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Tasks (cont’d)
Example of Procedure Tasks:

20. MC University
Costs
Lists all Estimated Costs associated with
Procedure
• Labor
• Materials
• Other Costs
• Tools

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Costs (cont’d)
Labor (Estimates):
• Creates auto-assignment
• Creates estimated Labor record
• Can be added for Employees, Contractors, and
Crafts

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Costs (cont’d)
Material (Estimates):
• Creates estimated material or part cost
• Provides Technician with part(s) needs
• Reserves part from Inventory

23. MC University
Classifications
Asset Classification(s) to which procedure
should be associated
Procedure is listed on Procedures Tab for
listed Asset Classifications

24. MC University
Attach
Stores documents and notes for Procedure
Auto-populated onto Work Orders

25. MC University
Reports
Three report displays:
• Work Orders
• Backlog
• Cost Breakdown

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Create Basic Procedure
Creating Procedures Overview

27. MC University
Creating Procedures Overview
Created in Procedures Module
Naming convention should remain consistent

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Creating Procedures Overview (cont’d)
Only Procedure ID and Name are required
upon creation
Tasks should be defined for Procedure if
instruction is needed

29. MC University
Create a Basic Procedure: Example
Now let’s take a look at creating a basic test
Procedure, and adding to a test Work Order!

30. Thank You for
Watching!