PM401 Preventive Vehicles

USER TRAINING
MANUAL
PM – Preventive MaintenanceUSER Training

MANUAL
Submitted by: Rana Adeel
USER TRAINING MANUAL
PM – Preventive Maintenance
TABLE OF CONTENTS
MODULE: PERFORMANCE MAINTENANCE - SINGLE CYCLE PLAN ....................... 3
1. Create General Task List – IA05 .................................................................................................................. 3
2. Create Single Cycle Maintenance Plan – IP41 ........................................................................................13
3. Change Maintenance Plan – IP02...............................................................................................................23
4. Schedule Single Cycle Maintenance Plan (Manually) – IP10 ..............................................................27
MODULE: PERFORMANCE BASED – STRATEGY PLAN ..........................................32
1. Create Maintenance Strategy – IP11 .........................................................................................................32
2. Create General Task List using Maintenance Strategy – IA05 ...........................................................39
3. Create Performance Based Strategy Plan – IP42...................................................................................49
4. Deadline Monitoring for Plans (Automatic Scheduling/ Foreground) – IP30 .................................59
5. Background Job for Deadline Monitoring of Plans – IP30 ..................................................................65
6. Display Generated Order List – IW39 ........................................................................................................72
USER TRAINING MANUALPM – Preventive Version 1.0 Page 2 of 74

Module: Performance Maintenance - Single

Cycle Plan
At the conclusion of the exercises, you will be able to:
 Create, change and display the single cycle maintenance plan
 Schedule maintenance plans to generate the maintenance
orders
 Display the generated work order list
 Deactivate maintenance plan
1. Create General Task List – IA05

SCENARIO
Will create a general task list that contains multiple operations with different cycles
INSTRUCTIONS
Follow the Menu Path: Logistics Plant Maintenance Preventive Maintenance
Work Scheduling Task Lists General Maintenance Task Lists IA05 –
Create
1. Double click IA05 – Create
Note:
Will use Copy reference function to create general task list with strategy
Using copy function saving the time for creating new task list

2. Information step:
Field Name Field Description

Group Key identifying a task list group.
Profile A profile is a collection of default values and settings for maintenance of
routings or standard networks
Key Date Date on which the task list is edited or displayed. All objects (for example,
header or operation) that are valid on this key date are displayed
3. Exercise step: Update the following fields:
Field Name Values

Group Enter task list group
Profile NOVA
4. Click Enter


Group counter This key and the task list group uniquely identify
Planning plant Planning plant that in charge of planning this task list
Work center Which work center will carry out this tasks
Planner group Key which identifies the planner group responsible for maintaining the task list.
Usage Key specifying the areas in which the task list can be used (for example, in
production or plant maintenance).
Status You use the status key to indicate the processing status of a task list. For example,
you can indicate whether the task list is still in the creation phase or has already
been released.
Field Name Values

Group counter Type suitable description
description
Planning plant 1000
Work center Enter suitable Work Center
Planner Group Select planner group
7. Click Enter to validate your data.

8. Click Continue
9. Click Operation to add the required operations to task list


Operation/Activity Task list operation number
number (OpAC)
Sub operation (Sop) Task list sub operation number
Work center This work center is populated from header
Plant Plant of work center
Control key Key that differentiate between the internal and external operation
Operation description Description of the task list operation
Work Is the man hour
Unit for work (Un) Work unit of measure
Number of capacities Number of persons involved in this operation
required (No)
Duration Duration of operation (work) to be executed.
Normal duration/unit Duration unit of measure
(Un)


Key for calculation The calculation key, if you select it 1 system will
(Calc) automatically calculate the duration required for this
operation
Activity type (Act Type) The activity type used to determine the operation cost
Field Name Values

Operation description 1st line item – enter operation text
2nd line item – enter operation text
3rd line item – enter operation text
4th line item – enter operation text
Work 1st line item – 3
2nd line item – 1
3rd line item – 1
4th line item – 5
5th line item – 6
Unit for work (Un) 1st line item – H
2nd line item – H
3rd line item – H
4th line item – H
5th line item – H
Number of capacities 1st line item – 1
required (No) 2nd line item – 1
3rd line item – 1
4th line item – 3
5th line item – 4
Normal duration/unit 1st line item – H
(Un) 2nd line item – H
3rd line item – H
4th line item – H
5th line item – H
Key for calculation 1st line item – 2
(Calc) 2nd line item – 2
3rd line item – 2
4th line item – 2
5th line item – 2

The system displays the message “Calculation executed”
12. Click of the 5thline item to selectthe Operation
13. Click component


Material Material number that will be used in the task list operation
Quantity The required quantity of the material in the task list operation
Field Name Values

Material Select Suitable Material
Quantity 1
Note:
This material will be reserved when this operation is due

16. Click Enter
17. Click Save

The system displays the message “General task list xx saved”

18. Write down the general task list group created to be used in next
exercises……………….
19. Click Exit

2. Create Single Cycle Maintenance Plan – IP41

SCENARIO
You will do the following exercise steps if you need to put a maintenance plan for the
same activities that must be executed at regular intervals.
INSTRUCTIONS
Maintenance Planning  Maintenance PlansCreateIP41 - Single Cycle Plan
1. Double click IP41 - Single Cycle Plan

Maintenance plan Number identifying a maintenance plan/ The title or number of Maintenance
Plan.
Maint. plan cat. Maintenance plan category
Indicator that determines which maintenance call object the system
generates for a due maintenance call. In addition, here you can define the
number ranges, the view of the reference object (for example, equipment)
and so on.


Field Name Values
Maint. plan cat. Maintenance Order
4. Click Enter


Maintenance plan Maintenance plan description
Cycle/Unit The maintenance cycle defines the interval after which a task becomes due.
/ Unit is unit of the interval
Offset/Unit The offset of a maintenance package or maintenance cycle determines the
time after which a maintenance package first becomes due.
Counter This key is assigned internally by the system when you create the
measuring point for the equipment assigned to the plan
Maintenance Item A description of the maintenance and inspection tasks required at regular
intervals for maintenance objects.


Functional loc. Label that uniquely identifies a functional location
Equipment Number by which a piece of equipment can be clearly identified.
Planning plant Maintenance Planning Plant
Order Type Key that differentiates orders according to their purpose/ order type that will
be generated by this plan
Main WorkCtr Key which uniquely identifies the response work center for this technical
object.
Priority The key in this field indicates the importance of the processing of the order
that will be generated by this plan
Maint. Planner Group Planner Group for Customer Service and Plant Maintenance
MaintActivityType Activities are divided into repairs, shutdowns, regular activities, inspections
and so on.
Task LstGrp Key that identify which task list operations that assigned to the plan item

Field Name Values
Maintenance plan Write the plan description
Cycle/Unit 5000/ KM
Cycle text 5000 KM
Equipment Select Equipment
Order Type PM02
Maint.Activity type Vehicle
Note 1:
Enter the functional location if your intention is only in functional location

preventive maintenance for otherwise leave it blank, if you leave it blank the
functional location will be automaticallypopulated once you have entered an
equipment number in the equipment field.
Note 2:
Maintenance package offset: The offset of a maintenance package or

maintenance cycle determines the time after which a maintenance package first
becomes due
Example:
Cycle length of maintenance package: every 5months and the offset is 7months
this means that the first time due (offset) will be after 7months

7. Click Enter to verify your entries
Note: 1
The following fields are automatically populated form the equipment master
data.
Functional location
Maintenance planning plant
Main work center
Maintenance planner group

Maintenance activity type and order type are default value copied from
customization
8. Click select task list
Note:
Searching criteria as equipment and plant are defaulted from the plan you are
creating
You can put other searching criteria to minimize your searching result

Field Name Values
Functional location task list Unselect

Field Name Values
Gen. Task List Unselect
10. Click Execute

Field Name Values
Group/ Group counter Select suitable task list
12. Click Choose

The system displays the message “A task list was selected”
13. Click Maintenance plan scheduling parameters

tab

Call horizon The call horizon determines when a maintenance call object, for example, a
maintenance order should be generated for a maintenance call
Scheduling period You can use the scheduling period to determine the length of time for which
the system creates maintenance calls during maintenance plan scheduling
Completion requirement Completion requirement. If you set this indicator, the system only generates
the next call object once the preceding call object has been completed


Start of cycle Date at which the system should start the maintenance plan

Field Name Values
Call horizon 95
Scheduling period 5 yr
Start of cycle 0
16. Click Save

The system displays the message “Maintenance plan xx created”

17. Write down the maintenance plan number to be used in the next exercises………..
18. Click Exit

3. Change Maintenance Plan – IP02

SCENARIO
Follow the following steps if you need to change the maintenance plan you just created
in the previous step
INSTRUCTIONS
Maintenance Planning Maintenance Plans IP02 – Change
1. Double click IP02 – Change

MaintenancePlan MaintenancePlan number

Field Name Values
MaintenancePlan Refer to previous exercise # 1

4. Click Enter
5. Change description of maintenance plan and maintenance plan item for matching
with the cycle

Field Name Values
Maintenance plan Write a suitable description
description
Maintenance item Write a suitable description
description

7. Click Save

The system displays the message “Maintenance plan xx changed”
8. Click Exit

4. Schedule Single Cycle Maintenance Plan (Manually) – IP10

SCENARIO
You have to schedule the maintenance plan to generate and create the planned work
orders once the operations are due
INSTRUCTIONS
Maintenance Planning Scheduling for Maintenance Plans IP10 – Schedule
1. Double click IP10 – Schedule

Field Name Values
MaintenancePlan Refer to exercise # 1
3. Click Enter

4. Click Start to schedule the plan
Note:
Start date is copied from the plan scheduling parameters, you can change if
required
5. Click Continue


Call number Continual numbers of the maintenance call.
Plan date The next planned date describes the time at which maintenance task, for
example, a maintenance order is to be executed.
Call date Date on which the system creates a maintenance call object, for example, a
maintenance order or a service entry sheet from the maintenance call
Scheduling type/ status Description of scheduling type and call status
Specifies under which scheduling type the maintenance call is found and the
current status of that call.
The following statuses are possible:
Called
Save to call
Blocked
Confirmed
Skipped
On hold
Completed

7. Click Schedule overview list
8. Click Continue
9. Click Save

The system displays the message “Maintenance plan xx scheduled”
10. Click Exit

Module: Performance Based – Strategy Plan
At the conclusion of the exercises, you will be able to:

 Create measuring point and counter for an equipment
 Create measuring document
 Create performance based maintenance strategy
 Create General task list using strategy
 Create performance based strategy plan
 Schedule performance single strategy plan
 Display generated order list
1. Create Maintenance Strategy – IP11

SCENARIO
A strategy based maintenance plan is used when an item of equipment requires
maintenance at two different levels, for example it requires a visual inspection after a
month and a full overhaul after six months. The strategy based maintenance item allows
the user to create a maintenance plan that contains two maintenance packages
covering each level of maintenance.
You will now create a maintenance strategy.
INSTRUCTIONS
Maintenance Planning Maintenance Strategies IP11 - Change
1. Double click IP11 – Change

2. Click New Entries


Name The name of the maintenance strategy that you are creating
Description Description of the maintenance strategy that you are creating
Scheduling indicator Used to define the type of scheduling for preventive maintenance plans or
define a cycle set.
The following scheduling indicators are possible:
Strategy unit Unit which determines the basis on which the scheduling calculation should
be made.

Field Name Values

Name Write a short name
Description Write a good description
Scheduling indicator Time
Strategy unit MON
5. Double click Packages

The system displays the message “No entries found that match searching criteria”
6. Click New Entries


Package Maintenance package number
Cycl.length The maintenance cycle defines the interval after which a task becomes due.
Unit Unit which determines the basis on which the scheduling calculation should
be made.
Maintenance Cycle text Text for maintenance package/cycle (time/performance)
Cycle ShortText Short text for the maintenance cycle (time/performance)
Hierarchy The value number of a maintenance package determines its place in the
hierarchy.
You can use the hierarchy to define the priority of maintenance packages
with the same due date.
Note
If several maintenance packages are due at the same time, they must have
the same hierarchy.
If a maintenance package is to replace other maintenance packages when
due, it must have a higher hierarchy.
Examples
If two packages with the same hierarchy are due at the same time, then
both packages are performed.
If the two packages have different hierarchies, only the package with the
higher hierarchy is performed.
Hierarchy Text Short text of the maintenance package hierarchy

Field Name Values
Package 10
Cycle. length 1
Unit MON
Maintenance cycle text Monthly
Cycle Short Text 1M
Hierarchy 1
HierarchyShort Text L1
Package 20
Cycle. length 3
Unit MON
Maintenance cycle text Three months
Cycle Short Text 3M
Hierarchy 2
Package 30
Cycle. length 6
Unit MON

Field Name Values

Maintenance cycle text 6 Months
Cycle Short Text 6M
Hierarchy 3
9. Click Enter to verify data
10. Click Save
The system displays the message “Data was saved”

11. Write down the maintenance strategy name created to be used in the next
exercises……………
12. Click Exit

2. Create General Task List using Maintenance Strategy –

IA05
SCENARIO
Will create a general task list that contains multiple operations with different cycles
INSTRUCTIONS
Work Scheduling Task Lists General Maintenance Task Lists IA05 –
Create
1. Double click IA05 – Create
Note:
Will use Copy reference function to create general task list with strategy
Using copy function saving the time for creating new task list
2. Click Enter


Group counter This key and the task list group uniquely identify
Planning plant Planning plant that in charge of planning this task list
Work center Which work center will carry out this tasks
Planner group Key which identifies the planner group responsible for maintaining the task list.
Usage Key specifying the areas in which the task list can be used (for example, in
production or plant maintenance).
Status You use the status key to indicate the processing status of a task list. For example,
you can indicate whether the task list is still in the creation phase or has already
been released.

Field Name Values

Group counter Type suitable description
description
Planning plant 1000
Work center Enter suitable Work Center
Usage 4
Status 4
Strategy HWB-T
5. Click Enter to validate your data.
6. Click Continue
7. Click Operation to add the required operations to task list


Operation/Activity Task list operation number
number (OpAC)
Sub operation (Sop) Task list sub operation number
Work center This work center is populated from header
Plant Plant of work center
Control key Key that differentiate between the internal and external operation
Operation description Description of the task list operation
Work Is the man hour
Unit for work (Un) Work unit of measure
Number of capacities Number of persons involved in this operation
required (No)
Duration Duration of operation (work) to be executed.


Normal duration/unit Duration unit of measure
(Un)
Key for calculation The calculation key, if you select it 1 system will
(Calc) automatically calculate the duration required for this
operation
Activity type (Act Type) The activity type used to determine the operation cost
Field Name Values

Operation description 1st line item – enter operation text
2nd line item – enter operation text
3rd line item – enter operation text
Work 1st line item – 3
2nd line item – 1
3rd line item – 1
4th line item – 5
5th line item – 6
Unit for work (Un) 1st line item – H
2nd line item – H
3rd line item – H
4th line item – H
5th line item – H
Number of capacities 1st line item – 1
required (No) 2nd line item – 1
3rd line item – 1
4th line item – 3
5th line item – 4
Normal duration/unit 1st line item – H
(Un) 2nd line item – H
3rd line item – H
4th line item – H
5th line item – H
Key for calculation 1st line item – 2
(Calc) 2nd line item – 2
3rd line item – 2
4th line item – 2
5th line item – 2

The system displays the message “Calculation executed”
10. Click of the 6thline item to selectthe Operation

11. Click component

Material Material number that will be used in the task list operation
Quantity The required quantity of the material in the task list operation
Field Name Values

Material Select Suitable Material

Field Name Values

Quantity 1
Note:
This material will be reserved when this operation is due
14. Click Enter
15. Click Back
16. Clickmaintenance package

Note:
This screen wouldn’t appear if you did not assign the maintenance strategy in
the task list.
Here you will select which operation is due at which cycle

17. Click Save
The system displays the message “General task list xx saved”
18. Write down the general task list group created to be used in next
exercises……………….
19. Click Exit

3. Create Performance Based Strategy Plan – IP42

SCENARIO
A strategy based maintenance plan is used when an item of equipment requires
maintenance at two different levels, for example it requires a visual inspection after a
month and a full overhaul after one thousand working hours. The strategy based
maintenance item allows the user to create a maintenance plan that contains two
maintenance packages covering each level of maintenance.
In this exercise create a strategy based plan for a piece of equipment.
INSTRUCTIONS
Follow the Menu Path: Logistics Plant Maintenance Preventive
MaintenanceMaintenance Planning Maintenance Plans CreateIP42 -
Strategy Plan
1. Double click IP42 - Strategy Plan

Maintenance plan Number identifying a maintenance plan/ The title or number of Maintenance
Plan.


Maint. plan cat. Maintenance plan category
Indicator that determines which maintenance call object the system
generates for a due maintenance call. In addition, here you can define the
number ranges, the view of the reference object (for example, equipment)
and so on.
Strategy A rule for the sequence of planned maintenance and inspection tasks.

Field Name Values
Maint. plan cat. PM Maintenance Order
Strategy ABD-KM
4. Click Enter

Maintenance plan Maintenance plan description
Counter This key is assigned internally by the system when you create the
measuring point for the equipment assigned to the plan
Cycles The maintenance cycles defines the intervals after which a task becomes
due.
Maintenance Item A description of the maintenance and inspection tasks required at regular
intervals for maintenance objects.
Functional loc. Label that uniquely identifies a functional location
Equipment Number by which a piece of equipment can be clearly identified.
Planning plant Maintenance Planning Plant
Order Type Key that differentiates orders according to their purpose/ order type that will
be generated by this plan


Main WorkCtr Key which uniquely identifies the response work center for this technical
object.
Priority The key in this field indicates the importance of the processing of the order
that will be generated by this plan
Maint. Planner Group Planner Group for Customer Service and Plant Maintenance
MaintActivityType Activities are divided into repairs, shutdowns, regular activities, inspections
and so on.
Task LstGrp Key that identify which task list operations that assigned to the plan item

Field Name Values
Maintenance plan Write the plan description
Equipment Refer to equipment
7. Click Enter to verify your entries

Note: 1
The following fields are automatically populated form the equipment master
data.
Functional location
Maintenance planning plant
Main work center
Maintenance planner group
Maintenance activity type and order type are default value copied from
customization

8. Click Select task list
9. Click Execute

The system displays the message “A task list was selected”
10. Click scroll up
Note:
Cycles included in the selected task list will be shown in the cycles screen

11. Click Maintenance plan scheduling parameters

tab

Scheduling period You can use the scheduling period to determine the length of time for which
the system creates maintenance calls during maintenance plan scheduling
Completion requirement Completion requirement. If you set this indicator, the system only generates
the next call object once the preceding call object has been completed
StartCounterReading The counter reading which the maintenance schedule should be started.

Field Name Values
Scheduling period 3Y
StartCounterReading 0

14. Click Save

The system displays the message “Maintenance plan xx created”

15. Write down the maintenance plan number to be used in the next exercises………..
16. Click Exit

4. Deadline Monitoring for Plans (Automatic Scheduling/

Foreground) – IP30
SCENARIO
Deadline monitoring is a tool that is used to generate maintenance calls for maintenance
plans. Using the scheduling details within the maintenance plans it determines when the
next maintenance call is due and create the call object if required.
Unlike in this exercise the deadline monitoring program will be run automatically on a
regular basis.
In this exercise run the deadline monitoring program manually.
INSTRUCTIONS
Maintenance Planning Scheduling for Maintenance Plans IP30 - Deadline
Monitoring
1. Double click IP30 - Deadline Monitoring


Maintenance Plan The number of the maintenance plan that you want to be effected by
deadline monitoring
Interval for Call Objects Use this parameter to control the period of time for which the system
generates maintenance call objects for on-hold calls
Example:
Interval for call objects: 14 days and you run this transaction on: 01.01.XX
then the system generates call objects for the calls waiting up to the
15.01.XX.


Rescheduling included The indicator is set in the standard system. The system therefore
reschedules the maintenance plan. The system ensures that at least one
on-hold maintenance call is always available. Data such as the cycle
modification factor and call interval, which have changed in the meantime, is
considered during deadline monitoring
Immediate start for all Indicator for the immediate scheduling of the maintenance plan selected
If you want to schedule all the maintenance plans selected straight away,
select this field.
If you first want to choose the maintenance plans that are to be scheduled
from a list, leave this field blank.

Field Name Values
Maintenance Plan Use the maintenance plan created in the previous exercise # 8
Note:
T-Code IP10 used for scheduling only one maintenance plan
T-Code IP30 used for scheduling multiple maintenance plans because system
allow you to select range of Maintenance Plan,Maintenance Plan cat or
Maintenance strategies to schedule
Another difference between IP10 and IP30 is, in IP30 first order will be actually
generated immediately regardless the plan start date or the horizon period.
4. Click Execute

The system displays the message “Maintenance plan xx scheduled”
5. Click Back
The system displays the message “Scheduling called for all maintenance plans
selected”

6. Click Continue
7. Click Back

8. Click Exit

5. Background Job for Deadline Monitoring of Plans – IP30

SCENARIO
You have to set up an automatic background job for deadline monitoring. The deadline
monitoring is an automatic functionality in the system to trigger the creation of work
order when it is due.
This setup may be performed once only.
INSTRUCTIONS
Maintenance Planning Scheduling for Maintenance Plans IP30 - Deadline
Monitoring
1. Double click IP30 - Deadline Monitoring


Field Name Values
Maintenance Plan Use the maintenance plan created in exercise # 8
3. Follow the Path Program  Execute in Background
4. Select Execute in Background

Field Name Values
Output Device LP01

6. Click Continue
7. Click Continue
8. Click Date/Time


Scheduled start Planned Start Date for Background Job
Time Planned start time for background Job
No Start After Latest Execution Date for a Background Job

Field Name Values
Scheduled start Date Today’s date
Time 24:00:00

11. Click Period values
12. Click Daily
13. Click Save

Note:
Periodic job indicator has been set automatically
14. Click Save

The system displays the message “Background job was scheduled for program
RISTRA20”
Note:
This means that a background job will be automatically run every day night at
midnight
15. Click Exit

6. Display Generated Order List – IW39

SCENARIO
Use the following steps to display the generated order or orders after scheduling the
maintenance plan.
INSTRUCTIONS
Follow the Menu Path: Logistics Plant Maintenance Maintenance Processing
Order Order ListIW39 – Display
1. Double click IW39 – Display

2. Scroll down to find Maintenance Plan searching field

Field Name Values
Period Current date + 10 days
MaintenancePlan Refer to the previous exercise
4. Click Execute

5. Click Exit

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USER TRAINING

PM – Preventive MaintenanceUSER Training

MODULE: PERFORMANCE MAINTENANCE - SINGLE CYCLE PLAN ....................... 3

1. Create General Task List – IA05 .................................................................................................................. 3

2. Create Single Cycle Maintenance Plan – IP41 ........................................................................................13

3. Change Maintenance Plan – IP02...............................................................................................................23

4. Schedule Single Cycle Maintenance Plan (Manually) – IP10 ..............................................................27

MODULE: PERFORMANCE BASED – STRATEGY PLAN ..........................................32

1. Create Maintenance Strategy – IP11 .........................................................................................................32

2. Create General Task List using Maintenance Strategy – IA05 ...........................................................39

3. Create Performance Based Strategy Plan – IP42...................................................................................49

4. Deadline Monitoring for Plans (Automatic Scheduling/ Foreground) – IP30 .................................59

5. Background Job for Deadline Monitoring of Plans – IP30 ..................................................................65

6. Display Generated Order List – IW39 ........................................................................................................72

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Module: Performance Maintenance - Single

1. Create General Task List – IA05

1. Double click IA05 – Create

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Field Name Field Description

3. Exercise step: Update the following fields:

Field Name Values

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Field Name Field Description

6. Exercise step: Update the following fields:

Field Name Values

7. Click Enter to validate your data.

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9. Click Operation to add the required operations to task list

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10. Information step:

Field Name Field Description

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Field Name Field Description

11. Exercise step: Update the following fields:

Field Name Values

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The system displays the message “Calculation executed”

12. Click of the 5thline item to selectthe Operation

13. Click component

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14. Information step:

Field Name Field Description

15. Exercise step: Update the following fields:

Field Name Values

This material will be reserved when this operation is due

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16. Click Enter

17. Click Save

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The system displays the message “General task list xx saved”

19. Click Exit

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2. Create Single Cycle Maintenance Plan – IP41

1. Double click IP41 - Single Cycle Plan

Field Name Field Description

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3. Exercise step: Update the following fields:

Maint. plan cat. Maintenance Order

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Field Name Field Description

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Field Name Field Description

6. Exercise step: Update the following fields: