Learn how to create preventive maintenance schedules and see examples of PMs with different procedure intervals, linking procedure tasks, and automation.

1. Creating Preventive Maintenance
Schedules (PPP05)
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: Ange Garner
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Creating PM Schedules Defined
Creating PM Examples
Agenda

5. Creating PM Schedules Overview
Creating PM Schedules Defined

6. Created based on organizational need
Add new Asset vs. create new
schedule?
Naming and ID structure should remain
consistent
Creating PM Schedules Overview

7. Flexible schedule configuration options
available for Fixed or Floating Schedules
Creating PM Schedules Overview (cont’d)

8. Procedures added for tasks, estimated
costs, details, and attachments to
transfer over to Work Orders
Creating PM Schedules Overview (cont’d)

9. Assets added to PM Assets Tab will be
used for generation of Work Orders
Creating PM Schedules Overview (cont’d)

10. Automation settings are defined to
determine automatic generation or
notification for manual generation
Creating PM Schedules Overview (cont’d)

11. Monthly HVAC
Bi-Monthly and Annual Fire Extinguisher
Quarterly or Every 25,000 Miles Brake
Inspection
Creating PM Examples

12. In this example a PM will be created
with the following criteria:
• Monthly Schedule
• Single Procedure
• All Assets with Classification of HVAC Unit
(anywhere in Asset Tree)
• Automatically generated
Monthly HVAC: Example

13. Details:
• PM ID is HVAC-M
• Name is HVAC Monthly Check
Monthly HVAC: Example (cont’d)

14. Schedule:
• Time Based or Meter Based
• Monthly
• Every 1 Month(s)
Monthly HVAC: Example (cont’d)

15. Procedure:
• Created automatically
• Tasks must be added
Monthly HVAC: Example (cont’d)

16. Procedure (cont’d):
• Link Assets by Class (HVAC Unit)
• Link All Assets
Monthly HVAC: Example (cont’d)

17. Assets:
• Root Asset added
• Set Last Generated date back one month
Monthly HVAC: Example (cont’d)

18. Automation:
• Automatically generate Work Orders 3
days before PM is due
Monthly HVAC: Example (cont’d)

19. Work Order is generated!
Monthly HVAC: Example (cont’d)

20. In this example a PM will be created
with the following criteria:
• Bi-Monthly Schedule on the 15th
• Multiple Procedures
• Extinguisher Assets located in specific
rooms in buildings
• Automatic generation
(Assets with Class auto-added)
Bi-Monthly and Annual Fire Extinguisher: Example

21. Details:
• PM ID is FIREEXTING-BI-M-A
• Name is Bi-Monthly and Annual Fire
Extinguisher Inspection
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

22. Schedule:
• Time Based or Meter Based
• Monthly
• 15th of every 2 month(s)
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

23. Procedure:
• Pre-created
• Monthly and Annual Procedure
• Intervals must be defined
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

24. Procedure (cont’d):
• Tasks will differ for each Procedure
• Specification will link reading back to
Assets
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

25. Assets:
• Each fire extinguisher Added to schedule
• Next schedule set for the 15th
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

26. Automation:
• Auto-generate 10 days before PM is due
• Add Fire Extinguisher Classification
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

27. Work Orders are generated!
Bi-Monthly and Annual Fire Extinguisher: Example (cont’d)

28. In this example a PM will be created
with the following criteria:
• Quarterly or 25,000 miles
• Single Procedure
• Delivery Vehicle Assets (two different
Classifications)
• Display notification on home page
Quarterly or Every 25,000 Miles Brake Inspection: Example

29. Details:
• PM ID is DELIVERY-BRAKES-Q/25,000
• Name is Quarterly or Every 25,000 Miles
Delivery Vehicle Brake Inspection
Quarterly or Every 25,000 Miles Brake Inspection: Example (cont’d)

30. Schedule:
• Time Based and Meter Based
• Every 3 month(s) or every 25,000 Meter 1
Units
Quarterly or Every 25,000 Miles Brake Inspection: Example (cont’d)

31. Procedure:
• Pre-created
• Task linked to a specific Asset Directly
Quarterly or Every 25,000 Miles Brake Inspection: Example (cont’d)

32. Assets:
• Use Asset Defaults has been selected
• No Assets Added (new Assets imported
separately, and Class Auto-Add will be
used to add new Assets to schedule)
Quarterly or Every 25,000 Miles Brake Inspection: Example (cont’d)

33. Automation:
• Notification on home page
• Auto-add Assets with specific
Classifications
Quarterly or Every 25,000 Miles Brake Inspection: Example (cont’d)

34. Work Orders are generated!:
Quarterly or Every 25,000 Miles Brake Inspection: Example (cont’d)

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

36. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Setup Basic PM Schedule
Attach Assets to PM Schedule
Creating PMs
Additional Resources

37. 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…