How to use Maintenance Plans in the most efficient way
in Microsoft Asset Management
Maintenance Plans: How can we use them?
When you work with a maintenance department, you can come across different types of maintenance. There are five different maintenance models, and each one provides different value to the enterprise.
1. Reactive maintenance
A lot of companies are doing reactive, corrective work orders - break-fix work orders. That means that the machine is being fixed when somebody has reported that it is not working. That is what we do with our requests, which we can turn into a work order.
2. Scheduled maintenance
Most of our customers also have some type of scheduled maintenance based on the calendar, what we call preventive maintenance. In this case, assets are repaired based on a fixed schedule regardless of their condition. That is the calendar-based maintenance that we can set up on our maintenance plan, so the system is also supporting preventive maintenance.
3. Condition-based maintenance
There are more and more customers that can connect machines to D365 so that can get an automatic update of counters. That is supported by condition-based maintenance.
With the functionality we have right now, we can only trigger on the counter value, not on the counter total, the aggregated value. As an example, when the sensor measures above a certain temperature, the system can create a work order. However, you cannot use the same functionality to create a work order when your truck has been running for 20,000 miles. It's simply because the 20,000 miles is not something that we just put in as one counter-registration. Each time we fill up the car with gasoline, then we are adding it, and it'll add that to the total. So condition-based maintenance cannot be used against the counter total as it is right now.
4. Predictive maintenance
Then finally, the system is supporting predictive maintenance as in predictive maintenance we are looking at the patterns of the counters - what is the rate of change, and what is the average per day. With Microsoft Asset Management, you can predict when you we reach, for example, 20,000 miles or kilometers in the future.
Maintenance Plans & Rounds
If we look at what is required to set up and use preventive, reactive, condition-based, and predictive maintenance in asset management, then it all starts with the maintenance plans.
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The maintenance plans are used for preventive, predictive, and condition-based maintenance that is created on an individual asset.
Inside asset management, we also have maintenance rounds. The maintenance rounds can be used to create a preventive work order on a set of assets. For example, if you want the system to auto-create one work order with 10 different assets each morning, then you can set it up as a maintenance round. This functionality is supporting only preventive maintenance.
Generating work order proposal
When you have set up your maintenance plans then we use the periodic job, schedule maintenance plans or rounds to generate the work order proposal. That work order proposal is saved as maintenance schedule lines, and then you can go into your open schedule lines, you can bundle them, and convert them into work orders.
If you don't want to use the maintenance schedule then you can set auto-create on both the maintenance plan and the periodic job. And then it will also create the work orders, but it will still update the maintenance schedule. So even though you don't go into the maintenance schedule and create the work orders, it will still create a schedule line, but it'll have a reference to the work order that was created.
Maintenance plan lines types
On the maintenance plan, we can have different line types, such as:
When we have set that up, then we use the maintenance schedule.
Scheduling
When we schedule our maintenance plans or rounds, the system will generate our maintenance schedule lines on the asset based on what we have set up. Those schedule lines can be bundled and converted into work orders.
A maintenance schedule can be included in "Capacity load" and "Maintenance schedule cost", meaning that the capacity for the next two years can be known without having to create work orders for each year. You can simply just update the maintenance schedule for the next two years, and then you can include that in your capacity load. There is also an inquiry that can actually show you the costs of the maintenance schedule. The maintenance schedule will look into the job type default and get that information.
Functional location
If some of your assets have the same start date and if they were all installed on the same function location, you can just link your plan to the function location. The objects installed on a functional location may have other maintenance sequences set up. All maintenance sequences and rounds can be used for scheduling object calendar entries for a functional location and its currently installed objects.
Filters
You can filter, sort, and adjust your maintenance schedule.
Let's say you are doing offshore inspections on a wind farm. There is bad weather, so you need to push them a week. In this case, you can just mark what you want to reschedule, hit the "adjust schedule", and move your expected start date for seven days. That will of course not have any influence on suppressed work orders.
During this session you will learn:
How you can use Maintenance Plans in Microsoft Asset Management;
What are the possibilities and limitations;
How to plan your Maintenance in the most efficient way.
