Maximo Application Suite - Manage: Preventive Maintenance and Condition Monitoring

• Discuss the Preventive Maintenance process and applications
• Create time-based preventive maintenance schedules
• Create meter based preventive maintenance schedules
• Define Job Plan sequencing on a PM
• Create Master PMs
• Discuss the usage of Repair Facilities
• Create Condition Monitoring Points
• Automatically generate Work Orders from PMs and Condition Monitoring Points

Consultants, System Administrators, Support, Sales, Users

Module 1: Introduction to Preventive Maintenance 

• Discuss the Preventive Maintenance process 
• Create time-based PM schedules 
• Create meter-based PM schedules 
• Define Job Plan sequencing on a PM 
• Create Master PMs 
• Discuss the usage of Repair Facilities 
• Create Condition Monitoring Points 
• Automatically generate Work Orders from PMs and Condition Monitoring Points 

Module 2: Time Based PMs 

• Types of Preventive Maintenance 
• Application Overview 
• Work Order Configuration 
• Lead Time 
• Responsibility Fields 
• Resource Information 
• PM Frequency 
• Fixed vs Floating PMs 
• PM Alerts 
• PM Date Calculations 
• On-Demand and Zero Frequency PMs 
• Seasonal Dates 

Module 3: Meter Based PMs 

• Types of Preventive Maintenance 
• Meter Settings on Main PM Tab 
• Meter Frequency Settings 
• Calculating Next Due Dates 
• Time and Meter Based Frequencies 
• Meter Rollover 
• Meter Reading Rolldown and Reset 

Demonstration:  Creating PMs 

Module 4: Job Plan Sequencing 

• Discuss how to setup job plan sequencing and its different  components 
• Describe Job Plan Sequencing numbers 
• Explore the PM counter 
• Overview of PM forecast 

Module 5: Master PMs 

• Discuss the concept of the Master PM and associated PMs 
• Overview of tabs on the Master PM application 
• Describe  the Master PM with the Rotating Items 
• Describe the Master PM with Asset Templates 
• Demonstration:  Creating Master PMs 

Student Exercises: Labs 1-2 PM Options, Master PMs and Time Based PMs 

Module 6: PM Hierarchies  

• Concept of the PM Hierarchies 
• PM Hierarchy structure and conditions 
• PM Hierarchy Processing rule 
• Creating a PM hierarchy 
• Removal of a PM from the Hierarchy 

Module 7: PM Forecasting 

• PM Forecasting Logic 
• Ways to Generate PM Forecast 
• Forecast Edit Rules 
• Deleting Forecast 
• Impact on Hierarchies and Duplicated PMs 
• Generating Forecast Costs 

Student Exercises: Labs 4 & 5 - PM Forecasting and Generate WO from a PM 

Module 8: PM Options  

• Automatic Work Order Generation via a PM 
• Other PM Options 
• Demonstration:  PM With Routes 

Student Exercises: Lab 6 - Create Time Based PM with a Route 

Module 9: PMs and Condition Monitoring for Linear Assets  

• Linear Assets - Recap 
• PMs using Linear Assets 
• Condition Monitoring using Linear Assets 

Demonstration:  PM Auto WO Generation Demo 

Student Exercises: Lab 7 - Create a Meter Based PM 

Module 10: Repair Facilities  

• Enabling Repair Facilities 
• Capabilities 
• Configuring a Repair Facility Location 
• Using Repair Facilities in PMs 

Module 11: Condition Monitoring  

• Concept of Condition Monitoring 
• Setting up the Condition Monitoring 
• Work Order generation from Condition Monitoring 

Demonstration:  Condition Monitoring 

Student Exercises: Lab 8 - Condition Monitoring