Maximo Application Suite - Manage: Preventive Maintenance and Condition Monitoring

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