Define Maintenance Types and Tasks

OBJECTIVE

The Define Maintenance Types and Tasks option is used to define the maintenance intervals, list of tasks to be carried out and parts required to maintain a category of equipment.

 

PREREQUISITEs

• Define Accumulators
• Define Tasks
• Catalogue Management

 

Steps

maestro* > Equipment > Preventive Maintenance > Maintenance > Define Maintenance Types and Tasks

 

Create a category

1. Enter the required information:

Fields followed by the * character are mandatory fields.

 

Field	Description
Category*	Code for the maintenance category.
French Description	French description that identifies the category.
English Description	English description that identifies the category.
Type	Available values : PMP Preventive Maintenance plan. Regular Regular maintenance.
Usage Meter 1 and 2*	Counter from Counter Management associated with the category. NOTES: For example, an Hour or km counter. At least one counter must be selected to define a maintenance task.
Must reach before scheduling	Percentage that must be reached before the maintenance task is displayed in Scheduled Maintenance Management.

1. Maintenance calculation based on section:

Field	Description
Maintenance Interval	Used to plan and display tasks by interval in the Maintenance List section. The number of months can be entered using either whole (1, 2, etc.) or decimal (0.25, 0.75, 2.25, etc.) numbers. NOTE: This function causes the creation of a maintenance task by interval.
Task Interval	Used to manually create a list of tasks to be carried out in the Maintenance List section. The number of months can be entered using either whole (1, 2, etc.) or decimal (0.25, 0.75, 2.25, etc.) numbers. NOTE: This function causes the creation of a single maintenance task.

 

You can establish regular maintenance intervals by clicking the Automatic Maintenance Creation icon.

 

Field	Description
Interval 1	Interval associated with the Usage Meter 1 field. NOTE: For example, every 5,000 (km) if counter 1 is a kilometre counter.
Interval 2	Interval associated with the Usage Meter 2 field. NOTE: For example, every 10,000 (hours) if counter 2 is an hour counter.
No. of Months	Base interval in months. NOTE: For example, every 3 months or 5,000 km.
Number of maintenance tasks to be defined	Total number of maintenance tasks to be planned.
Format of the maintenance code	Format of the maintenance task code to be defined. NOTE: For example, MP-#######.

2. Maintenance List section.

Field	Description
Code	Maintenance code.
French Description	French description that identifies the maintenance task.
English Description	English description that identifies the maintenance task.
Interval	Associated with the counters. NOTE: If only one counter is selected, only one interval column is available. If two counters are selected, two interval columns are available. If Maintenance Interval is checked in the Maintenance calculation based on section, this means the counter interval is used. The interval represents the number of units (kilometres, hours or other) between two maintenance sessions. If Task Interval is checked in the Maintenance calculation based on section, this interval should represent the shortest interval possible between two tasks.
No. of Months	Interval in number of months determined when defining maintenance tasks.
Note	Specific note to the displayed about the maintenance task.

2. Enter the required information in the Tasks to Complete tab:

Field	Description
Code	Code from Define Tasks. NOTE: You can search for tasks defined in the task file.
Description	Description of the task.
Section	Group of tasks, when required for printing on the maintenance form. NOTE: The sections must be defined in the Section definition tab.
Sub-Section	Sub-group of tasks, when required for printing on the maintenance form. NOTE: The sub-sections must be defined in the Section definition tab.
Interval	Associated with the counters. NOTE: If only one counter is selected, only one interval column is available. If two counters are selected, two interval columns are available. If Maintenance Interval is checked in the Maintenance calculation based on section, this means the counter interval is used. For tasks where the Included field is checked, the interval identifies the base maintenance task from which the task was selected. For tasks that are specific to the current maintenance task, the interval indicates when the task should be carried out for the first time. If Task Interval is checked in the Maintenance calculation based on section, the interval is extremely important because it indicates when the task should be carried out.
No. of Months	Interval in number of months determined when defining maintenance tasks.
Formula	Used to select or enter a formula to calculate the specific dates applicable to this task. NOTE: This function is under development and should not be used at this time.
Estimated Time	Time estimated for carrying out the work.
Note	Specific note to the displayed about the maintenance task.
Included	Indicates that the task was created in the previous maintenance session and that it redisplays automatically for the selected maintenance session. NOTE: For example, for a maintenance interval of 5,000 km, the tasks created for the 10,000 km interval are repeated automatically for maintenance sessions at 20,000 km, 30,000 km, and so on.
Exclude from current maintenance	Indicates that the task must be omitted fo a specific preventive maintenance, even if it is part of the planned tasks for this maintenance. NOTE: For example, a task can consist of the motor oil level verification of a vehicle. However, this task can be necessary for all maintenance except for the one planned at 600 hours, since an oil change must be done. Thus, if the Exclude from current maintenance box is checked for the oil level verification task for the 600 hours maintenance, the said task will still be displayed for all other maintenance because it is still relevant.

3. Enter the required information in the Material Required tab:

Field	Description
Task	Code from Define Tasks.
Description	Description of the task.
Code	Item code from Catalogue Management.
Description	Description of the item.
Estimated Qty	Quantity required for the maintenance task.
Included	Indicates that the task was created in the previous maintenance session and that it redisplays automatically for the selected maintenance session. NOTE: For example, for a maintenance interval of 5,000 km, the tasks created for the 10,000 km interval are repeated automatically for maintenance sessions at 20,000 km, 30,000 km, and so on.

4. Enter the required information in the Section definition tab:

Field	Description
Section	Group of tasks, when required for printing on the maintenance form.
Sub-Section	Sub-group of tasks, when required for printing on the maintenance form.
French Description	French description of the section or sub-section.
English Description	English description of the section or sub-section.

5. Click Save.

 

See also

• Scheduled Maintenance Management

 

Last modification: November 12, 2024