This document discusses tools for optimizing preventive maintenance (PM) programs in Maintenance Connection (MC). It introduces the PM Auditing and Consistency Toolkit and PM Completion Dashboard Suite, which contain reports and synchronization tools. The Toolkit identifies inconsistencies in PM schedules, work orders, and associated assets. The Dashboard Suite provides key performance indicators and reports on PM completion percentages and statistics. Installing the tools on an on-premise or hosted MC system can help users improve PM management, audit configurations, and track completion metrics.

1. PPP08| PM Optimization and Efficiency
MC University

2. MC University
Agenda
PM Management and MC
PM Auditing and Consistency Toolkit
PM Completion Dashboard Suite
What’s Next?

3. MC University
PM Management and MC
Overview of PM Management
PM Tools

4. MC University
Overview of PM Management
Correctly setting up and establishing PMs in
MC is critical for organizations looking to take
productivity to the next level

5. MC University
Overview of PM Management (cont’d)
Why invest time in Preventive Maintenance?
• Greater efficiency
• Equipment Safety
• Planned Labor investment
• Defined Procedures
• Less downtime
• Significant cost savings
• …the list goes on!

6. MC University
PM Tools
Tools discussed in this course for assistance
with PM management:
• PM Auditing and Consistency Toolkit
• PM Completion Dashboard Suite

7. MC University
PM Tools (cont’d)
Broken out into three different packages
• Level 1 = PM Auditing and Consistency Toolkit
• Level 2 = PM Completion Dashboard Suite
• Level 3 = Combination of both packages
(complete)

8. MC University
PM Auditing and Consistency Toolkit
Overview
PM Schedules – Configuration Audit (Report)
Procedure Target Hours Comparison (Report)
Sync Use Asset Defaults (Tool)
Sync WO Status To “Issued” (Tool)
Sync Last Completed WO (Tool)
Procedure Target Hours Sync (Tool)

9. MC University
Overview
PM Auditing and Consistency Toolkit designed
to eliminate inconsistencies between:
• Work orders generated from different PMs
• Work Orders and associated Assets
Toolkit combines Reports and Syncs for
Package 1

10. MC University
PM Schedules – Configuration Audit (Report)
Assists with PM audits by answering many
types of questions:
• How many Assets on PM schedules?
• PM frequencies similar?
• PMs set to Use Asset Defaults?
• PMs generating with same Type?
• …and more!

11. MC University
PM Schedules – Configuration Audit (Report) (cont’d)
Report contains 5 main sections:
• Details
• Schedule
• Procedures
• Assets
• Automation

12. MC University
Procedure Target Hours Comparison (Report)
Identify where Target Hours differ between
Procedures and actual Work Order
completion times

13. MC University
Procedure Target Hours Comparison (Report) (cont’d)
(Example) Based on 25 WOs:
• Weighted Average = 3.28
• Rolling Average = 2.03
• Target Hours = 1
• Issue found: under scheduled by 1-2 hours!

14. MC University
Sync Use Asset Defaults (Tool)
PM setting allows generated WOs to pull data
from Assets (maintain info at Asset level)
Tool syncs all PM schedules to use Asset
Defaults
• Prevents inaccurate PM routing

15. MC University
Sync WO Status To “Issued” (Tool)
Generated WOs can have default Status
(Requested, Issued, etc.) predetermined for
generation
Tool syncs all PM schedules to ensure WO
Status is set to “Issued” on generation

16. MC University
Sync Last Completed WO (Tool)
“Last completed” and “Last Work Order”
fields may display incorrect information
• Generated WO deleted
• PM generation undone
Tool adjusts PM fields to correct data

17. MC University
Procedure Target Hours Sync (Tool)
MC stores average times to complete Work
Orders associated with Procedures
Tool takes stored average hours and updates
Target Hours on Procedures automatically
• Uses “rolling” average (more typical)

18. MC University
PM Completion Dashboard Suite
Overview
PM Completion KPIs
PM Completion Reports

19. MC University
Overview
PM Completion Dashboard Suite provides
insight into completion percentages and
statistics
Dashboard Suite combines Reports and KPIs
for Package 2

20. MC University
PM Completion KPIs
Important information!
• WO Status (assumes Canceled / Denied WOs do
not count towards completion %)
• Installed in own group (PM Completion
Percentage)
• Each KPI has corresponding Report

21. MC University
PM Completion KPIs (cont’d)
PM Completion % - Current / Last Month /
Last 12 Months
• Completed WOs divided by targeted WOs

22. MC University
PM Completion KPIs (cont’d)
On Time PM Completion % - Last Month / Last
12 Months
• Completed WOs divided by targeted WOs
• Only for generated WOs completed on or before
their Target Date

23. MC University
PM Completion Reports
Important information!
• Reports follow same logic for Canceled / Denied
WOs as KPIs
• Many pieces of Reports cannot be changed

24. MC University
PM Completion Reports (cont’d)
PM Completion by Repair Center (Current
Month) / (Last Month):
• Grouped by Repair Center
• Unique rows for each PM schedule
• Columns broken down by Status
• One column for Completion Percentage
• Displays custom chart for Completion Percentage
by Repair Center based on report data

25. MC University
PM Completion Reports (cont’d)

26. MC University
PM Completion Reports (cont’d)
PM Completion by Month / PM Completion
On Time By Month (Last 12 Months):
• Similar to Pivot Report setup
• Hard coded (no criteria option)
• Data is displayed for previous full 12 Months
• Displays custom chart for total Completion
Percentage by Month based on report data

27. MC University
PM Completion Reports (cont’d)

28. MC University
What’s Next?
MC User Connect
Installing Tools
MC University
Implementation Assistance

29. MC University
MC User Connect
Access articles on MC User Connect to review
Tools and installation instructions discussed in
this course

30. MC University
Installing Tools (On-Premise)
How do I get the Reports?
• Script is run against MC entity DB
• Report is accessible from MC Reporter
How do I get the Sync tools?
• Script is run against MC entity DB
• Script is enabled from Database Job Scheduler
• Data is updated in subsequent module

31. MC University
Installing Tools (Hosted)
What if I am a Hosted customer?
• Reports already accessible!
• Contact MC Support for Sync tool installation
(Database Job)

32. MC University
MC University
Not a student at MC University? Sign-up to
get access to additional PM courses
• Contact success@maintenanceconnection.com

33. MC University
Implementation Assistance
If you:
• Are unsure about your PM setup
• Do not have PMs setup but would like to
• Have in-depth questions about PMs
• Would like to discuss best practices regarding PM
setup…

34. MC University
Implementation Assistance (cont’d)
Contact your Implementation Consultant
• A best practices expert for your organization
• Contact success@maintenanceconnection.com

35. Thank You for
Attending!