Preventive Maintenance Work Order

Preventive Maintenance Work Order or Preventive Maintenance Task List?

MaintSmart CMMS software has two ways to create a preventive maintenance work order. The work order screen is the default way that all work is issued and managed for all CMMS software systems. This CMMS can work this same way. For the purposes of this discussion, we will consider preventive maintenance (PMs) to be repetitive work performed during specific intervals or work triggered by elapsed time, cycles or other interval. This post covers preventive maintenance work orders created from work order templates only. A future post discusses preventive maintenance for the program’s exclusive calendar-based PM screen. What is the difference between a preventive maintenance work order and a preventive maintenance task list?

Preventive Maintenance Task List

  1. Generated from the gray oilcan screen.
  2. Contains many PM tasks on  a single sheet assignment.
  3. May contain unlimited details for each task.
  4. Link unlimited parts to each listed task on the PM list. Parts are used automatically when PM is closed or simply listed without automatically being used.
  5. Link to schedule but not meter.

Preventive Maintenance Work Order

  1. Generated from the main work order screen (gray wrench icon).
  2. One primary task with unlimited detailed instructions per work order.
  3. Unlimited file attachments for each work order template.
  4. Link parts to the template for automatic use when work order is created from the template.
  5. Link to schedule or meter.

This is used to create a PM task list format where many separate PMs are included on a single sheet.

Preventive maintenance is generated from the work order screen by creating work order templates from existing work orders then linking these templates to schedules or meters. Meters are a user-defined unit of something. Some examples of user-defined meters might be 100 cycles, 500 hours, 6000 miles, etc. To create a work order template begin by creating a new work order or find a suitable existing work order in the work order data grid.

Create a Preventive Maintenance Work Order

Follow the steps below to create a preventive maintenance work order:
1. From the work order data entry screen left-click the row containing the targeted work order.
2. Right-click to display the context menu then choose ‘Save Work Order As Template’ menu item.
3. This saves the work order template in the work order templates data table.

Now that this preventive maintenance work order has been created, it may be triggered to create a new preventive maintenance work order at any time, either manually or automatically. To create a new work order from this template manually choose (from the main work order screen) the menus ‘Templates>>Create Work Order From Template’. The real power and usefulness of work order templates is evident when these templates are linked to either a schedule or a meter.

Preventive Maintenance Work Order

Preventive Maintenance Work Order Menu

Here are a couple of examples of how work order templates could be generated:
1. Every Monday at 8:00 AM, create a new preventive maintenance work order for replacing filter.
2. Every 10 days test compressor oil acidity.
3. On the third Tuesday of each month, perform a system check on the electrical back-up system.
4. Every 3 months or 1000 hours create a work order to service the #3 Forklift.
5. Change blades every 5000 cuts. (This value is received by the CMMS automatically through an OPC compliant network directly from the PLC controlling this slicer.)

Below is video on how to create a work order template. A future post discusses how to link these work order templates to triggering events of schedules. Alternatively, demo users of the CMMS software may call or email for a personal demonstration of how to accomplish this.

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