Using Job Plans and Preventive Maintenance in Maximo 7.5

Using Job Plans and Preventive Maintenance in Maximo 7.5 guide will introduce you on creating job plans and preventive maintenance records for periodic maintenance and inspections to be performed on an asset. This guide will also discuss on how to associate Job Plans to Preventive Maintenance. This enables users to automatically generate work orders for the maintenance of all assets and locations in a scheduled time.

Maximo Job Plans will help end users to create an organized approach for future work activities. These serve as templates for future work activities that are done regularly or repetitively.

Job Plans when created have an initial status of DRAFT. This status needs to be changed to ACTIVE status before it can be used on a Work Order or associated with Preventive Maintenance Record. A job plan record may be used countless times by inputting the Job Plan number in the Job Plan field of Work Order Tracking, or by associating it with a Preventive Maintenance record. The Preventive Maintenance record will be used to generate periodic Work Orders. Using Job Plan records will help users save time, since users don’t need to manually enter the operating steps, planned labor, and material resources each time a PM work order was generated.

Job Plan Screen:

1.Sign in to Maximo

2.Go to > Planning> Job Plans to open the Job Plan application.

3.Click the New Job Plan button.

4.Enter a value for the Job Plan record number and all other required fields. Required fields contains asterisk (*) before the field label.

5.Save the record by clicking the icon on the toolbar.

Primary Job Plan Fields

Job Plan	This is the unique identifier for Job Plan to easily identify the record.
Description	Provides a short description for a Job Plan. A long description field beside this field that can be used when a record needs a longer and more specific instruction details.
Organization/Site:	If these fields are left blank, this means that the Job Plan can be used to all Organizations or Sites. Use these fields to limit the Job Plan record to a specific Organization or Site.
Status	Newly created Job Plans begin with a status of DRAFT. Job Plan records which have DRAFT status cannot be associated with any records. Job Plans should be changed to ACTIVE status before you associate it with Work Orders or PM records. Another status which will block the functionality within other application is INACTIVE status.
Template Type	This field allows users to create a division for Job Plan types. Types include Activity, Maintenance, and Process.
WO Priority	Priority of Work Orders to be generated.
Supervisor	This will indicate the Supervisor which will take the responsibility of the generated Work Order.
Duration	Duration of time to complete the task.
Lead	Defines the Lead person who will be copied to the work order created with this job plan
Work Group	Designated Person Group for the Work Order.
Owner/Owner Group	The person or person group who will be responsible for the created Work Order.
Interruptible	Identifies if the task must be completed in a single setting, or it can be started and stopped.

1.Click the New Row button in the Job Plan Tasks section.

2.Enter a number in Task ID field, or accept the default number.

3.Optional: Enter a description of task in the Description Field.

4.Enter a sequence number and estimated time for completion, if needed.

5.Repeat steps 1-4 until all tasks have been added to the Job Plan record.

6.Save the record.

Job Task Fields:

Task ID:	This is the unique identifier of tasks under a Job Plan record. A required field which is non-editable when the record is saved.
Description	Describes the Task to be completed for the Job Plan. Long description can also be included using the long description button beside the field if the task needs a more detailed description.
Duration	Time needed to complete the Task.

Job plan estimates can be added to record all planned Labor, Materials, Services, and To

1.Click the New Row button on the sub-page tab where you want to create an estimate.

2.If the selected labor needs to perform a specific task on the job plan. Leave it blank if not needed. The image below indicates that the labor Mike Wilson will perform the Task 10 of the job plan record.

3.Another option is that you can modify the set estimated hours for Labor or uantity for Materials, Services and Tools.

4.Repeat steps 1-3 until all estimates have been added to the Job Plan.

5.Click Save button to complete.

You can register Locations and Assets on a Job Plan using the work Assets tab.

1.Click the New Row button under Work Assets tab.

2.Select Location or Asset using the lookups.

3.Click Save when done.

Instead of listing individual task in a job plan, you can use the nested job plans option which will enable you to add a job plan record that contains tasks needed for the associated job plan. This is a useful feature in a job plan as it will save time for the users to load Job Plans for assets with different build types. For example, your Organization has a default sets for cleaning air conditioners. However, cleaning of other brands may require additional unique steps to properly check the unit.

In the example below, Task 30 is to check Freon level. A job plan for HVAC System Inspection is nested into Task 30.

When the created job plan that contains nested job plan record is included to a Work Order, the main tasks will be included on the primary Work Order. A Child Work Order record will be created which contains the steps for HVAC System Inspection.

Preventive Maintenance (PM) records are used to generate preventive maintenance work orders. Job plans can be incorporated in a preventive maintenance record. This is commonly used on assets and locations that require periodic maintenance to maximize the performance and avoid untimely failures. This is necessary for Organization to extend useful life of their assets and locations.

Preventive Maintenance Fields:

PM Number	This is the unique identifier of a Preventive Maintenance record. Every PM record is specific only to one Asset or Location record.
Description	Describes the Preventive Maintenance record
Location/Asset	Asset or Location where the preventive maintenance will be done.
Route	A route is a list of stops that represent asset or work locations. If a work order is generated from a PM that has associated route, a parent work order will be created for the associated asset or location and a child work order for each asset in the route list.
Lead Time (Days)	This indicates the number of days to be considered before the actual work can be started. For example, it will take 2 days to deliver the spare parts needed. You just need to input the number of days in this field and this will be added to the number of days entered in the Generate Work Order dialog box. When using Lead Time option, ensure that the Lead Time Active check box is checked.
Counter	This indicates the number of generated work orders from the PM since the first generation of the record. This resets when a new PM record is inserted.



Welcome to the final part of series about Using Job Plans and Preventive Maintenance in Maximo 7.5

Use Job Plan Sequences	When checked, this indicates that the PM uses job plan sequences which will generate different work orders each time based on a job plan sequence. If it is left unchecked, PM will generate the same work orders every time.
Work Order Status	Indicates the status of the PM. Newly created PM records will have a DRAFT status and Active status for active PM’s and INACTIVE for non active PM’s.
Supervisor	Contains the supervisor name that will be responsible for assigning resources such as Labor to Work Orders generated from the PM.
Storeroom	If a Job Plan has estimated materials, Maximo needs to know the Storeroom to create the item reserved.
Lead/Work Group/ Owner/Owner Group	This will contain on which person or group is responsible for the work activities of generated Work Orders.
WO Priority	Priority to be set for the work order to be generated.
Interruptible	If checked, the work order is allowed to be stopped and restarted. If unchecked, the work order should not be interrupted.

Scheduling of PM Work on most assets can be done on a date driven basis, daily, weekly, monthly, quarterly or annually. For other assets, usage function can be used to schedule a preventive maintenance work. Maximo 7 also supports dual triggers. For example, a car requires an oil change every 3 months or 5000 kilometers, whichever comes first. Maximo will generate a work order record for a preventive maintenance work once the car reached the 5000 kilometers or 3 months whichever comes first.

This controls the timing of Work Order generation under the selected PM record. There are 2 types of frequency that can be used:

1.Time Based Frequency – This can be used when you need to schedule the generation of Work Order generation by calendar unit. Choices include days, months, weeks, years.

2.Meter Based Frequency – Generation of Work Order will be based on meter readings.

PM Work Orders can be generated automatically or manually. In able to generate it automatically, there is a Cron Task available which is called PMWoGenCronTask. Maximo user with administrative privilege can schedule the generation of PM Work Order using the Cron Task Setup. Once the Cron Task is activated, Maximo will begin to execute the process depending on the schedule setup.

Manual PM Work Order generation lets the assigned person to generate their own PM Work Orders on the time they want. Always consider that only active PM can generate work orders.

1.Go to PM Application

2.Select the PM you want to generate a PM Work Order

3.Go to Select Action Menu.

4.Fill in the necessary details.

Generate WOs Due Today Plus This Number of Days	Gives additional days before the PM Work Order should be generated.
User Frequency Criteria	This field is checked by default. This will look at the next due date of the PM record to determine if it needs to generate a Work Order. If this field is left unchecked, this will disregard the frequency settings and will generate a Work Order whether the due date has been reached or not.
Run Work Order Generation in Background	If this field is checked, users can continue working on their Maximo screen without interrupting the generation of work orders. If left unchecked, the generation activity window will be shown.
Notification E-mail	The e-mail address listed in this field will receive a copy of the PM log file when the PM Work Order generation has completed. This includes the PM and Work Order numbers generated.5.System message will be displayed containing the details for the generated PM Work Order.

5.System message will be displayed containing the details for the generated PM Work Order.

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