Adding equipment to PM plans - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Add equipment for PM schedules to PM plans. Equipment added to a PM plan is automatically associated with every PM schedule on the PM plan.

You can only add or delete equipment for a PM schedule on a PM plan on the Equipment page of the PM Plans form.

If Work Package is selected for a PM schedule on the PM plan, the system does not create an initial PM work order for the PM schedule when equipment is added to the PM plan.

To add equipment to PM plans:

  1. Select Work > WO Planning > PM Plans.

  2. Select the PM plan to which to add equipment, and then click the Equipment tab.

  3. Specify this information:

    Equipment - Specify the PM equipment to add to the PM plan.

    Note: Because the equipment details information for the PM plan is stored in the same database table with the equipment information for PM schedules, all of the additional equipment data that is available on the Equipment page of the PM Schedules form is also copied to this tab, although the data is not displayed. Likewise, all location information and handling of dormant periods/bypassing is also carried over from the PM schedule. If necessary, you can update the equipment details on the Equipment page of the PM Schedules form. See Creating preventive maintenance work orders.

  4. Click Submit. PM Plan is populated on the Equipment page of the PM Schedules form. Add additional equipment to the PM plan as necessary.

    • If Work Package is selected for the PM schedule(s) on the PM plan and there are work orders with a status of Completed or Awaiting Execution, the PM work orders with Awaiting Execution status are deleted, no changes are made to completed work orders, the equipment from all of the associated PM schedules is deleted, and the PM schedule(s) are detached from the work package.

    • If any of the PM work orders for the PM schedule have a status other than Complete or Awaiting Release, Date Deactivated is populated for the equipment on the Equipment page of the PM Schedules form instead of the equipment from the PM being removed.