This article is for maintenance managers, machine and equipment operators, and those responsible for machine and equipment maintenance within the company.
How to Create a Maintenance Plan for Machines and Equipment
You create maintenance plans for each type of your equipment, machines, or devices. You can also create an individual maintenance plan for a specific piece of equipment. Maintenance plans are created directly from the asset or equipment record using the following procedure. From there, you can add both an individual maintenance plans and plans common to all machines in that organizer. For example, if you set up a maintenance plan for one elevator, you will have it for all elevators.
How to Create a Maintenance Plan
- Open the organizer where you keep track of your machinery, or other equipment nes and where you want to set up a maintenance plan.
- Click on the "Activity Plans" tab (to see it, you need to have the appropriate permissions set for your role).
- Press the "Add Activity" button.
- Name the maintenance activity to be performed, e.g., annual service, in the "Activity Name" field.
- Select the repetition period (regular, irregular, or one-time).
- Select which machines / equipment the activity applies to.
- Save
What maintenance frequencies can you set?
- One-time - the maintenance is performed once, you only confirm it on the specified date
- Irregular - maintenance repeats at irregular intervals
- Recurring - you can set a regular period for repeating the maintenance activity (e.g. month, year, etc.)
Which machines and equipment does the activity apply to?
- For all items means that the maintenance plan will be created for all items in the given register (i.e. for all devices)
- Only for Machine XY means that the maintenance plan will be created only for this specific machine or equipment
- For "Machinery" means that the maintenance plan will be created for all devices of that type
Next, Schedule Specific Maintenance Dates
- In the next step, you need to schedule specific maintenance dates.
- The system will send you reminders about these dates.
- See here for the exact procedure