Associating PM schedules with PM plans - HxGN EAM - 12.0.1 - Help - Hexagon

Associate PM schedules with PM plans to manage equipment for all of the PM schedules on the PM plan.

To associate PM schedules with PM plans:

1. Select Work > WO Planning > PM Plans.

2. Select the PM plan with which to associate PM schedules, and then click the PM Schedules tab.

3. Choose one of the following options:

   Associate an existing PM schedule - Specify an existing PM Schedule. The system automatically populates the PM Schedule description. The system also populates the WO Type, Duration, PM Type, Class, Priority, Work Package, and Perform Every from the existing PM schedule.

   You cannot add an existing PM schedule with equipment to a PM plan.

   If you select an existing PM schedule, the system only populates PM Plan on the existing PM schedule record. If you update any of the existing PM schedule data from the PM schedule on the PM plan, the system also displays the changes to the PM schedule record.

   If there are existing activities on the PM schedule, the system also copies the activities to the PM plan.

   Create and associate a new PM - Click Add PM Schedule. Enter a unique code identifying the new PM Schedule, and then enter a description in the adjacent field.

4. Specify this information:

   WO Type - Select the work order type for the PM schedule.

   Duration - Specify the estimated number of days to complete the PM.

   PM Type - Select the type of PM.

   Class - Specify the class of the PM. The classes shown belong to the PPM entity.

   Priority - Select the priority level of the PM.

   Work Package - Select to indicate that this PM schedule can be associated with a work package.

   Perform Every - Specify the length of the interval of time to pass before the system generates the next PM work order. You can enter any value between 0 and 99999, and then select the unit of measure in the adjacent field. The unit of measure for the PM period can be days, weeks, months, quarters, or years.

   Perform On - Specify the week of the month and the day of the week on which to perform the work on the equipment, e.g., 2 and Tuesday of the month due. Select Last to handle scenarios in which there are five weeks in a month. The system sets the due date to the last week of the month.

5. Click Submit.

   

   • If the PM schedule to delete has equipment, the system displays a message enabling you to indicate whether to remove all of the equipment from the PM schedule.

   • If you click No, the system does not remove the equipment from the PM schedule but deletes the PM schedule from the PM plan, clears the PM plan activities for the PM schedule, clears the PM plan on the PM schedule record, and deletes all work orders for the PM schedule with a status of Awaiting Release.

   • If you click Yes, the system removes the equipment from the PM schedule. If Work Package is not selected, the system removes the PM schedule from the PM plan, clears the PM plan activities for the PM schedule, clears the PM plan on the PM schedule record, deletes all work orders for the PM schedule with a status of Awaiting Release, and removes the equipment from the PM schedule if all of the PM work orders have a status of Complete or Awaiting Release. If any of the PM work orders for the PM schedule have a status other than Complete or Awaiting Release, the system populates Date Deactivated for the equipment on the Equipment page of the PM Schedules form instead of removing the equipment from the PM. If the PM plan has only one PM schedule, the system removes the equipment from the PM plan.

   • If Work Package is selected, the system also removes the equipment from the work package associated with the PM schedule.