One of the ways that EquipmentManager helps you manage your equipment is by organizing the often complex task of managing planned maintenance for your equipment. Through the administration section of EquipmentManager, you can customize the intervals at which planned maintenance is performed, edit the checklists that are used to guide the planned maintenance, and customize the scheduling of the planned maintenance for individual or groups of equipment.
Customize PM Intervals
For each piece of equipment you are managing, default planned maintenance intervals exist. These default intervals are defined in the Operation Maintenance Manual specific to each AVSpare models. Default intervals are applied to a manufactures models other than AVSpare. The intervals indicate the Service Meter Unit (SMU) that when reached by the machine, should trigger a planned maintenance. You have the option of setting these intervals to values other than the defaults.
In order to customize PM Intervals, use the following procedure:
- From either the "Administration" screen or the "View" drop-down menu, select "Customize PM Intervals".
If you have not already selected equipment, complete the "Equipment Search" fields and click "Display Equipment" before proceeding to the next step.
- Select the radio button (1) next to the piece of equipment in order to customize the "PM Interval" for the equipment.
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| Illustration 1 | g01732833 |
"Customize PM Intervals - Select Results" screen (1) Radio buttons (2) "Customize" button | |
- Click the "Customize" button (2) . A warning for trusting the applet will appear. Refer to Illustration 2.
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| Illustration 2 | g01250076 |
Warning for trusting the applet | |
- Click "Yes". The "Customize PM Intervals" screen will be displayed.
- In order to change the " PM Interval", drag the gray slider (3) to the desired value (measured in SMUs) or edit the value in the text field (4) that appears below the PM.
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| Illustration 3 | g01732834 |
"Customize PM Intervals" (3) Gray slider (4) Text field | |
- Click the "Save" button. A successful message will be displayed. Refer to Illustration 4.
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| Illustration 4 | g01250081 |
The "Successful" message for "Customize PM Intervals" | |
- Click "OK". The PM Intervals have been customized.
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| Illustration 5 | g01250119 |
"Reset All PM Intervals" confirmation message | |
If you choose to click the "Reset to Default" button on the "Customize PM Intervals" screen, the window as shown in Illustration 5 will appear.
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| Illustration 6 | g01250121 |
No "PM Interval" changes message | |
If you click the "Save" button on the "Customize PM Intervals" screen and have not changed from the defaults, the window as shown in Illustration 6 will appear.
Edit PM Check List
The PM Checklist is a description of the steps that should be taken when performing a planned maintenance. The steps can include everything from checking fluid levels to replacing parts. Through EquipmentManager you can edit these checklists to add, edit, or remove steps.
Note: Complete checklists that are applied for AVSpare models and serial numbers from model year 2000 or newer. Generic checklists that are applied for AVSpare models and serial numbers older than 2000 as well as other manufacture models.
"Edit PM Check List"
In order to edit a step in a check list, use the following procedure:
- From either the "Administration" screen or the "View" drop-down menu, select "Edit PM Check List".
If you have equipment already selected, the "Edit PM Check List - Search Results" screen will be displayed.
If you have not already selected equipment, complete the "Equipment Search" fields and click "Display Equipment" before proceeding to the next step.
- Select the radio button (1) next to the piece of equipment for which you wish to edit a PM Checklist.
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| Illustration 7 | g01732835 |
"Edit PM Checklist - Select Results" screen (1) Radio button (5) "Edit PM Checklist" button | |
- Click the "Edit PM Checklist" button (5) . The "Edit PM Check List" screen will be displayed.
- Select the planned maintenance you wish to edit from the "Select PM to edit" drop-down menu (7) .
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| Illustration 8 | g01732836 |
"Edit PM Check List" screen with the "Parts" collapsed (6) "Expand all Parts" link (7) "Select PM to edit" drop-down menu (8) "Parts" link | |
- In order to view the parts associated with a step, click the blue triangle icon or the "Parts" link (8) . In order to view all parts in the checklist click the blue triangle icon or the "Expand all Parts" link (6) . The expanded checklist will be displayed.
- Click the "editStep" button (10) next to the step that you wish to edit. The "Edit Step" window will be displayed.
Note: In order to collapse all the parts in the checklist click the blue triangle icon or the " Collapse all Parts" link (9) .
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| Illustration 9 | g01732837 |
"Edit PM Check List" screen with the "Parts" expanded (9) " Collapse all Parts" (10) "editStep" button | |
- Edit the description of the step in the "Description" field (11) .
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| Illustration 10 | g01732838 |
"Edit Step" window (11) "Description" field (12) "Additional Parts" button | |
- Edit the number of hours in the "Down Time" text field.
- Edit the number of hours in the "Labor" text field.
- If you wish to add a part to the step, click the "Additional Parts" button (12) . A row with part fields will appear below the step description.
- Enter a quantity in the "Quantity" text field.
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| Illustration 11 | g01250140 |
"Edit Step" window with additional parts options | |
- Enter a part number in the "Part Number" field.
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| Illustration 12 | g01250143 |
"Enter Part Quantity" alert message | |
Note: If you fail to enter a part quantity, the message in Illustration 12 will appear
- Select either the "Solid" or "Fluid" radio button.
- Enter a description of the part in the "Description" text field.
- Enter notes in the "Notes" text field.
- Repeat Steps 9 through 14 until you have added all the desired parts.
- If you wish to remove a part from the step, select the check box next to the part you wish to delete.
- Click the blue "Delete Parts" button.
- Repeat Steps 17 and 18 until you have removed all desired parts.
- Click the "Save" button. The edited checklist step is saved.
Add New Step to Checklist
In order to add a new step to a checklist, use the following procedure:
- From the "Edit PM Checklist" screen, click the "Add New Steps" button. Refer to Figure 8. The "Add New Steps" window will be displayed.
- Complete the fields on the "Add New Steps" screen. The fields are the same as the fields that are in the "Edit Step" window.
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| Illustration 13 | g01732839 |
"Add New Step(s)" screen (13) "Add New Steps" button (14) "Delete Parts" button | |
- If you wish to add more than one step, click the "Add New Steps" button (13) and repeat Step 2.
Note: If you need to delete parts, click the blue "Delete Parts" button (14) .
- Once you have added all desired steps and parts, click the "Save" button (16) . The "Higher PM details" window will be displayed.
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| Illustration 14 | g01732840 |
Attaching a new step to a PM (15) Check box (16) "Save" button | |
- The new steps you added will be added to the planned maintenance that you selected from the drop-down menu, but you can also add these steps to other PMs. Select the check box (15) next to all of the PMs to which you wish to add the new steps.
- Click the "Save" button. The new steps are added to the planned maintenance.
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| Illustration 15 | g01250153 |
Confirmation message for no additional PM's being attached | |
Note: If you did not select any additional PMs to add the step to, the confirmation window in Illustration 15 will appear. Click the "OK" button.
"Customize PM Schedule"
You can customize the interval at which planned maintenances are scheduled. PM schedule intervals can be hour based or date based. You can also apply an offset to the schedule if desired (default is no offset applied). Each interval and its description follows:
"Hour based" - Interval schedule based on hour (SMU) accumulation of the equipment.
"Date based" - Interval schedule based on calendar days.
"Offset" - Next scheduled service calculated from previous service details. If offset is not applied (default), the schedule will ignore previous service details and adhere to fixed" PM Intervals".
Configuring Equipment for Hour Based PM Scheduling
In order to configure equipment for hour based PM scheduling, use the following procedure:
- From either the "Administration" screen or the "View" drop-down menu, select "Customize PM Schedule".
If you have equipment already selected, the "Customize PM Schedule - Select Equipment" screen will be displayed.
If you have not already selected equipment, complete the "Equipment Search" fields and click "Display Equipment" before proceeding to the next step.
- Select the radio button (1) next to the piece of equipment you wish to configure for hour based scheduling.
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| Illustration 16 | g01732841 |
"Customize PM Schedule - Select Equipment" (1) Radio buttons (2) "Customize" button | |
- Click the "Customize" button (2) . The "Customize PM Schedule" screen will be displayed.
- If not already selected, select "Hour Based Scheduling" from the "Select a PM Schedule type" drop-down menu (18) .
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| Illustration 17 | g01732842 |
"Hour Based PM Scheduling" (17) "Follow Offset" check box (18) "Select a PM Schedule type" drop-down menu (19) "Save" button | |
- In order for the PM Schedule to follow offset, select the "Follow Offset" check box (17) .
Note: If you select Follow Offset, the next planned maintenance will be scheduled at the interval starting from when the last planned maintenance was performed. For example, if a planned maintenance is scheduled for every 500 SMUs and the first PM is performed after 600 SMUs, the next PM will be scheduled for 1100 SMUs rather than 1000.
If you do not select Follow Offset, the next planned maintenance will be scheduled at a fixed interval. For example, if the PM is scheduled for every 500 SMUs and the first PM is performed after 600 SMUs, the next PM will still be scheduled for 1000 SMUs.
- Click the "Save" button (19) . The "Hour based PM Schedule Success" screen will be displayed.
- Click the "OK" button. The equipment has been configured for hour based PM scheduling.
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| Illustration 18 | g01732843 |
"Hour based PM Schedule" configuration successful message (20) "OK" button | |
Configuring Equipment for Date Based PM Scheduling
Date based PM schedules are available for equipment that do not apply to an hour based schedule. One example would be a standby generator set. In order to configure equipment for date based PM Scheduling, use the following procedure:
- From the "Customize PM Schedule - Select Equipment" screen, select the radio button next to the piece of equipment you wish to configure for date based PM scheduling. Refer to Figure 16.
- Click the "Customize" button. Refer to Figure 16. The "Customize PM Schedule" screen will be displayed.
- If not already selected, select "Date Based Scheduling" from the "Select a PM Schedule type:" drop-down menu.
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| Illustration 19 | g01732844 |
Customizing the "Date based PM Schedule" (21) "User Interval" text fields (19) "Save" button | |
- Select whether or not you wish the "PM Schedule" to follow offset or not by selecting or deselecting the "Follow Offset" check box.
- If you want the scheduling interval to be different than the default interval, enter the number of days in the "User Interval" text fields (21) .
- Click the "Save" button (19) . If you changed the scheduling type from hour based to date based, the "Date based" confirmation message will appear. If not, skip to Step 8.
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| Illustration 20 | g01250175 |
Confirmation message for change "PM Schedule" from hour based to date based | |
- Click "OK". The "Date based PM Schedule Success" screen will be displayed.
- Click "OK". The equipment has been successfully configured for date based PM scheduling.
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| Illustration 21 | g01732845 |
"Date based PM Schedule" configuration successful message (20) "OK" button | |