007 - Job Plans Chapter_U1 (2)

8/16/2019 007 - Job Plans Chapter_U1 (2)

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Tivoli Maximo Asset Management – Functional workshop Exercise - 007

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Job Plans, Safety Plans,

Preventive Maintenance, Routes,

Meters, and Conditional Monitoring




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Job Plans

Introduction A job plan is a detailed description of the work tasks (operations), labor,

materials, and tools to be performed for a particular type of job. Use jobplans as templates for work order-specific work plans.

You use the Job Plans application to create, modify, or delete job planrecords. A job plan is a detailed description of work to be performed for awork order. You can copy job plans to PM records, routes, and directly towork orders. After a job plan becomes a work plan on a work order, you canmodify the work plan without affecting the job plan.

Job plans generally contain tasks (procedures), along with lists of estimatedlabor, labor hours, materials, services, and tools required for the work. To

ensure that work on an asset is performed in a safe manner, you can addwork assets and associate safety plans that can be used when work isperformed.

Accessing JobPlans

This table shows you how to access the Job Plans application.

Step Action

1 From the Start Center, click Go To > Planning > Job Plans.

Result: The Job Plans application launches




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Job Plans, Continued

Tabs The Job Plans application is comprised of three tabs:

Tab Description

List Use any combination of fields to query and find recordsmatching the data in those fields.

Job Plan Create, modify, or delete a job plan record. This tabdisplays basic information about the job plan, andspecifies job plan tasks and resources.

Work Assets Use to associate assets, locations, or items to the jobplan, as well corresponding safety plans. This tab alsoallows you to specify whether to create a work orderwhen an item is purchased.

Specification To classify (or reclassify) a job plan and specifyattributes to define it further. For example, a job planmight involve the classification of a pump, withattributes of rpm, diameter, and speed, for which youcan define values. Attributes help to categorize jobplans, which makes it easier to find and manage jobplans.Note: You also can classify a job plan on the Job Plantab, but to manage attributes for the job plan, use theSpecifications tab.The Specifications tab also lets you specify attributes for job plan tasks that you classify on the Job Plans tab.

Sub-tabs The Job Plan tab has four sub tabs: Labor, Materials, Services, Tools. Eachtime you insert, delete or modify quantities or hours in the sub tab tablewindow, the cost fields update automatically.

Tab DescriptionLabor Maintains a list of labor and crafts for the job plan.

Materials Maintains a materials list for the job plan.

Services When you enter a service item that has a defaultvendor, Maximo enters the default vendor and the unitcost for the service.

Tools Maintains a tool list for the job plan.




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EXERCISE – 7.1

Creating a JobPlan

Follow these steps to create a Job Plan.

Step Action

1 Click the Insert New Job Plan button on the tool bar.

Result: a new record is created and displayed.

2 Complete the Job Plan Code and Description fields with thefollowing information:

Field Value

Job Plan JP-XX-MON(where XX are your initials)

Description Monthly Inspection

3 Click the New Row button in the Job Plan tasks.

Result: A new tasks row detail is displayed with the Task numberdefaulting to 10.

4 Enter a task to complete.

‘First steps to perform month overhaul’

5 Click the New Row button.




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6 Enter a second task to complete.

Result: Your screen should look similar to this:

7 Click Save.

8 Note that the task id’s getting generated in multiple of 10. It’s agood practice to have taskid’s generated in this fashion whichallows addition of new steps in future if required in between ofexisting 2 steps.

PlanningLabor

When planning for Labor in a Job Plan you can plan for actual people orCrafts. Typically, you would plan for crafts since they tend to remain staticover time whereas people change.

Step Action

9 On the Labor sub-tab, click the New Row button.

Result: a new row opens in the labor sub tab.

10 Look up or enter a valid Craft.

e.g – Select ‘ELECT’ as one of the valid craft.

11 Enter the 2.25 hours in the Hours field.




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12 Optional: Repeat steps 2 and 3 for additional craft/laborassignments. .

Add MECHANIC 1st Class as a 2nd craft and add hours as 1.5hours. System will convert 1.5 hours to 1:30 [as 1 hour, 30minutes]

13 Click Save.




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Planning forMaterials

There are two buttons to plan materials for a Job Plan They are:

• Select Spare Parts

• New Row

Step Action14 Click the New Row button.

Result: the material detail line expands.

15 Add the following item: FIL-100 and VAL-500

Click NEW ROW and select item = FIL-100Enter a valid Storeroom. [Central Store Room]

16 Add 2nd ItemClick NEW ROW and select item = VAL-500Enter a valid Storeroom. [Central Store Room]




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17 Save the Job Plan.


18 You can make use of task id to link the material/laborrequirement against the task as mentioned above.




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Services andTools

The steps to plan for Services and Tools are similar to the steps coveredalready for labor and materials. For time purposes we will not cover themnow.

Work Assets The Work Assets tab lists locations, assets, and items associated with theselected job plan. This table teaches you how to associate a Work Asset witha Job Plan.

Step Action

19 On the Work Assets tab, click New Row. The Row Details open.

20 In the Location, Asset, or Item field, enter a value or click DetailMenu to select an option and retrieve a value.

21 You can choose the location report [0560-XX] that you had createdin previous exercise.

22 Click ‘Save’ to save the Job Plan




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Activating JobPlan

A Job Plan’s status must be Active prior to being used in Work Order. Whena job plan is created its default status is Draft and is considered Inactive.Here you learn how to activate the Job Plan.

Step Action

23 Click Change Status tool bar button.

24 Click the New Status drop-down arrow.

25 Select Active.

26 Click OK.

27 Click Save.Result: the Job Plan is now active and can be used in work orders.




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Using a JobPlan

Once created, Job Plans can be called by a work order on an as needed basis.When you call a Job Plan on the work order, the work order’s plan ispopulated. By this method, Job Plans can be used over and over, whereas awork plan is created one time for a single use.

We will create work order in later exercises. At that time we will make use ofthis job plan.

EXERCISE – 7.2

Duplicating Job Plans

You can save time and effort when creating a number of job plans, especiallywhen creating job plans for preventive maintenance.

Make use of this feature to create 2 additional job plans. One for quarterlymaintenance and one for yearly maintenance. Include some additional tasksin quarterly and yearly maintenance job plans along with required labor,tools, material and services.

Step Action

1 Go to Job Plans

2 Query for your Monthly Job Plan created earlier

3 Click Select Action > Duplicate Job Plan.

Result: A new job plan is created

4 Complete the Job Plan Code and Description fields with the

following information:

Field Value

Job Plan JP-XX-QTR(where XX are your initials)

Description Quarterly Inspection




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5 Add two additional tasks. Be sure to label them as quarterlytasks.

6 Modify the labor and materials to accommodate the additionaltasks.

7 Activate the Job Plan.

8 Repeat Steps 3-7 making an Annual Job Plan.

Result: When you complete this exercise you should have three job plans:

• JP-xx-MON

• JP-xx-QTR

• JP-xx-ANN

We will use these 3 job plans with a PM [preventive maintenanceschedule] which would use first monthly job plan for 1st and 2nd month, Quarterly job plan in 3rd month, again monthly job planfor 4th and 5th month, Quarterly job plan for 6th month and soon. Lastly, for 12th month, the annual job plan will be applied asper the job schedule.




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Safety Plans

Introduction Safety Plans allow you to associate safety requirements and procedures withwork orders to fulfill regulatory requirements of agencies or governmententities. Safety Plans inform employees of hazards they might encounterwhile performing work, as well as precautions they must take to preventaccidents. The Safety Plans application is used to define those safetyprocedures.

Safety Plans can be either generic safety plans for use on all work assets orlocation, or for use when working on a particular work asset or location.Safety Plans can also be used independently of locations or assets.

AccessingSafety Plans

To get to the Safety Plans, follow the steps below

Step Action

1a From the Start Center, click Go To > Planning> Safety > SafetyPlans.

Tabs There are five tabs in the Safety Plans application. They are explained here:

Tab Description

List Allows you to search Maximo for safety plans.




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Safety Plan Create safety plans, add and view work assetsassociated with a selected safety plan.

Hazards andPrecautions

Add and view hazards associated with the selectedsafety plan and view the precautions for those hazardsthat you defined in the Safety Precautions application.

HazardousMaterials

Add and view hazardous materials associated with theselected safety plan.

Tag Outs Add and view hazards for work assets and tag outprocedures associated with each hazard.

EXERCISE – 7.3

Creating aSafety Plan

Here you will create a safety plan and associate it with a location.

Step Action

1 Click the Insert New Safety Plan icon.

Result: a new Safety Plan screen is displayed

2 Type the following:

Field Value

Safety Plan: SP-xx-01

Description: xx-On Site Safety Gear

Note: replace ‘xx’ with your initials.


4 Enter or lookup a valid location. E.g. ‘0560-XX’

Result: Your screen should look similar to the screen here.

5 Click Save.




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Hazards andPrecautions

Next we add the hazards a worker can encounter and the precautions theworker must take to mitigate the hazard.

Step Action6 Click the Hazards and Precautions tab.


8 Enter the following in the Hazard field: Noise, Heat, Dust, and

High Voltage

Result: the description for the hazard populates the field alongwith the Precautions to take for the hazard selected.

9 Click Save.

Your screen should look similar to this:




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Going on fromhere

Your safety plan can now be associated with other Job Plans, Locations orAssets. Furthermore, this safety plan can be called when creating a workorder.

Let’s now attach this safety plan to the all three job plans that have beencreated in previous exercise. JP-xx-Mon, JP-xx.Qtr, JP-xx-ANN




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Preventive Maintenance

Introduction Earlier in the Job Plans chapter you created three job plans. They were plans

for a monthly, quarterly, and an annual inspection. We will use those plansduring this chapter

EXERCISE – 7.4

Creating a PM Here you will create a Preventive Maintenance record.

Step Action

1 From the Start Center click Go To > Preventive Maintenance >

Preventive Maintenance.

2 Click Insert New PM.

3 Complete the following fields:

Field Value

Description Equipment PM Inspections

Asset AHU-100 [This is the sameasset that you had created inprevious exercise]

Note: Write your PM number here: _____________________




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4 Type JP-xx-MON in the Job Plan field. Where XX are your initials.

Note: You created and Activated three job plans in the lastchapter.

5 Click Save.


AddingFrequency

Next you will add the PM’s frequency.

Step Action

6 Click the Frequency tab.

7 Complete the following:

Field Value

Frequency 1

Frequency Units MONTHS




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8 Click Save.

Result: Your screen should look similar to this.

Define ‘Estimated Next Due Date’ as today’s date.

SequencedPMs

As your PM stands now, you have created a single PM that will generate WOevery month. Next we will sequence the PMs to include quarterly andannual inspections.

Step Action

9 Click on the Job Plan Sequence tab.

Result: Your screen should look like this:

10 Click on the New Row Button.

11 Type the quarterly job plan created in the last chapter: JP-xx-QTR.

12 Type 3 in the Sequence field.

Note: when saved this means every third time this PM isgenerated the Quarterly Job Plan will be used.




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13 Click on the New Row Button.

14 Type the Annual job plan created in the last chapter: JP-xx-ANN.

15 Type 12 in the Sequence field.

Note: when saved this means every 12th time this PM is generatedthe Annual Job Plan will be used.

16 Click Save.

View Job PlanSequences

The PM now calls for 3 different job plans, monthly, quarterly and annual.Next, look at the sequence:

Step Action

17 Click Select Action > View Sequence.




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18 The Job Plan Sequence is displayed.

19 Change status of this PM to ‘Active’

20 You can now ‘test’ the sequence by generating work orders.




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21 Generate work orders using ‘Select Action’ for next 95+ days, andcheck the job plans on the work orders. In this scenario, systemwould create 4 work orders with first 2 monthly job plans, 3rd WOwith quarterly job plan, and 4th again with monthly job plan. ?

DO YOU KNOW WHY SYSTEM GENERATED 4 WO ?

Now, go to workorder application, and review all theseworkorders.




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Routes

Introduction A route is a list of related work assets, which can be considered ‘stops’ along

the route. These route stops can be assets or locations, or a combination ofthe two. A route can be a simple asset list. You can also create a route thatlists assets that are related by location, for example all of the servers in acomputer lab, or by type of asset, such as all fire extinguishers locatedthroughout the site. Routes simplify building hierarchies of work orders forinspections.

You can use a route in the following ways:

Apply the route to a preventive maintenance record to generate inspection-type work orders for all work assets listed as stops on the route.

Apply the route to a work order and generate child work orders for eachwork asset listed as a stop on the route.

EXERCISE – 7.5

Creating aRoute

Here you will create a Route record.

Step Action1 From the Start Center click Go To > Planning > Routes.




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2 Click on the New Route Button.

3 Enter Route as ‘RU_NEW’

Click on ‘Select Locations’ and select all four ‘0560-XX locations’ as

created before.

Keep selected the first radio button option selected ‘Child workorders’

4 Click OK and Save the record

5 Now, let’s apply this route to a PM and trigger-off the workorders.

From the Start Center click Go To > Preventive Maintenance >Preventive Maintenance.




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6 Click Insert New PM.

7

Enter details as below –

Description – PM using Routes RU_NEWRoute – RU_NEW

8 Click ‘Save’Change Status of this PM to ‘Active’

Click ‘Select Action’

And Select ‘Generate Work Orders’




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9 Uncheck ‘Use Frequency Criteria’

Click ‘OK’

10 System will generate the total 4 workorders corresponding to eachlocation record which we had added in this ‘

Route’

Verify details of work orders.




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Meters

A meter record in Maximo is a virtual identifier used to record measurements. Youassociate meter records with assets and locations to record measurements, for examplerun hours, temperature, or pressure, that are used to track asset and location

performance. You use the Meters

Introductions Meters application allows to define a meter record along with the type ofmeter, the unit of measure used by the meter, and the type of reading (deltaor actual) that the meter should record.Meter records can be associated with assets, inventory items, and locations,and can be used to drive condition monitoring and preventive maintenance.Meters can be applied individually, or as part of a meter group.

Continuous . Meters where the readings increase continuously, forexample odometers. These meters might be used to track miles, hours,engine starts, pieces produced, fuel consumed, and other continuousreadings.

Gauge . Meters where the readings may fluctuate, for examplethermometers or pressure gauges. These meters might be used to tracktemperature, pressure, noise levels, oil levels, and other readings thatfluctuate.

Characteristic. Meters where an observed state is being tracked, forexample a color change. These meters might be used to track

Brick/Refractory Color (Yellow, orange, white), or oil color (Clear,Turbid, Dark).

Step Action

1 From the Start Center click Go To > Assets > Meters

2 Click ‘New Meter’




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3 Enter details as below –

METER – TEMP-PUMP

Description – Temperature meter for PumpMeter Type – Gauge

Unit of Measure – DEG-C

4 Save the record.




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Conditional Monitoring

Introduction Maximo uses measurement points as one possible criteria for generating PM

work orders. If a measurement is entered that reaches an upper or loweraction limit, a PM work order can be generated for the asset, eitherautomatically via a cron task, or manually via the Generate Work Orderaction in the Condition Monitoring application.

You create measurement points in the Condition Monitoring application.Each measurement point is associated with a meter. Meters are created in theMeters application. When you create a measurement point for an assetMaximo copies the measurement point to the Meters tab of the asset record.You can record readings using the Enter Meter Readings and Manage MeterReading History actions available from the Select Action menu.

Step Action

1 From the Start Center click Go To > Assets > ConditionalMonitoring.

2 Click ‘New Measurement Point’ to create a new record




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3 Enter details as shown here,

ASSET – ‘AHU-100’

METER – ‘TEMP-C’Upper Warning Limit – 45 C

Upper Action Limit – 50 C

Upper Limit Job Plan – JP-XX-MON

Lower Warning Limit – 45 C

Lower Action Limit – 50 CLower Limit Job Plan – JP-

XX-MON

4 Save the record

5 Click ‘New Row’ on measurement section.

Enter first meter reading as ’24 C’.




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6 Click Select Action -> Generate Work Order

7 System will display the following message as meter reading 24 iswell within the range defined.

8 Now, enter a new meter reading as 52




9 Repeat step 6-

Click Select Action -> Generate Work Order

10 This time, system will generate a workorder as new meter reading

[52 C] is outside the threshold limit.

11 Navigate to the meter now, and verify the assets, conditionalmonitoring details.

This conditional monitoring feature can be used to monitor thesystems in a complete automated environment.

Let’s discuss some scenarios of it’s use in class.

Documents

007 - Job Plans Chapter_U1 (2)