The Preventive Maintenance (PM) Plan Update program allows you to add and update Preventive Maintenance Plans linked to Fixed Assets in the MainTrac module. PM Plans are used in the system to describe standard preventive maintenance tasks. You set them up for Fixed Asset types and link them to Preventive Maintenance schedules, which then prompt Work Orders. For example, you have a PM Code for Oil, Lube, and Filter (OLF) set up to track usage at three (3) months or 3,000 miles. Using this program, you can link the OLF Code to each vehicle that requires a 3,000 mile oil change. Enter the date and the mileage of the last oil change when creating the PM Plan. When you are scheduling jobs in the future, you can ask to check for and schedule PM items that are due. From this point forward, anytime you change the oil on these vehicles, the system will update the date in this program, thereby moving the next due date out to the future again.
Note: Field names on the screen with red labels* are required by the screen design you are using. Mandatory fields in the default Vermont Systems design are noted where appropriate. Your design and mandatory fields may vary.
From the bottom of the screen…
Click Save to save your changes. You will return to the PM Plan Management DataGrid.
Click Cancel to return to the PM Plan Management DataGrid without saving your changes.
MTPMPLANUpdate_Tab1
Asset Type (MTPMPLAN_AssetType)
If you are creating a new PM Plan record, select a Fixed Asset Type.
THEN
Select your Fixed Asset and PM Code. These are Mandatory fields for the standard VSI Design. Your Design may vary.
For example you are creating a PM Plan for Oil Lube and Filter (OLF) for Truck 01. Your Asset Type = "Equipment." Equipment Code = "Truck 01 and PM Code = OLF."
If you are updating an existing PM Plan then you will not visit these fields.
DeleteAsset Code (MTPMPLAN_AssetCode)
If you are creating a new PM Plan record, select a Fixed Asset Type.
THEN
Select your Fixed Asset and PM Code. These are Mandatory fields for the standard VSI Design. Your Design may vary.
For example you are creating a PM Plan for Oil Lube and Filter (OLF) for Truck 01. Your Asset Type = "Equipment." Equipment Code = "Truck 01 and PM Code = OLF."
If you are updating an existing PM Plan then you will not visit these fields.
DeletePM Code (MTPMPLAN_PMCode)
If you are creating a new PM Plan record, select a Fixed Asset Type.
THEN
Select your Fixed Asset and PM Code. These are Mandatory fields for the standard VSI Design. Your Design may vary.
For example you are creating a PM Plan for Oil Lube and Filter (OLF) for Truck 01. Your Asset Type = "Equipment." Equipment Code = "Truck 01 and PM Code = OLF."
If you are updating an existing PM Plan then you will not visit these fields.
DeleteParent ID (MTPMPLAN_ParentID)
You will not visit this field.
This field is hidden on the standard VSI Design.
DeleteParent Table (MTPMPLAN_ParentTable)
You will not visit this field.
This field is hidden on the standard VSI Design.
DeleteCategory (MTPMPLAN_CategoryCode)
You will not visit this field.
This field displays the Category Code linked to Fixed Asset you selected.
DeletePermissions (MTPMPLAN_Permissions)
Select the Permissions code(s) you want to apply to this PM Plan.
Permissions allow you to control which users can view, add, modify, and/or delete records on browsers and picklists, etc. These are called Access Rights and they are maintained on the Table Permissions tab of the Permissions profile
Note: You can leave this field blank if desired. When this field is blank the system skips the Permissions check for this record. In that event all users will have access to this record provided their Access Rights for the module allow for it.
Date of Last PM (MTPMPLAN_LastDate)
If you are creating a new PM Plan record, select the date on which this maintenance was last performed on this Fixed Asset. Thereafter, the system will maintain this field, updating it each time the scheduled maintenance is performed.
If you are updating this PM Plan, then you should not have to visit this field unless you need to manually update it due to this maintenance being logged incorrectly or for some other reason.
Note: If this PM Plan is for an Equipment Fixed Asset and if you are opting to schedule maintenance by Usage instead of by Date then you may leave this field blank.
Scheduled (MTPMPLAN_Scheduled)
You will not visit this field.
This field is system maintained. When this PM Plan is scheduled the system toggles this option "on." Once the scheduled work is logged the system toggles this option to "off."
DeleteDue Date (MTPMPLAN_DueDate)
Accept the default entry or overwrite with another Due Date, if needed. The default entry is generated by adding the Date Interval or Day of Month value from the PM Code to the date in the Date of Last PM field. For example this PM Plan is an Oil Lube and Filter for Truck 01. The linked PM Code is "OLF." The Date Interval on the OLF PM Code is three (3) Months. The Date of Last PM is 09/01/20xx. The system will auto-fill this field with "11/30/20xx."
Note: If this PM Plan is for an Equipment Fixed Asset and if you are opting to schedule maintenance by Usage instead of by Date then you may leave this field blank.
Usage at Last PM (MTPMPLAN_Usage)
If you are creating a new PM Plan record, usage recorded for this Fixed Asset as of its last maintenance. Thereafter, the system will maintain this field, updating it each time the scheduled maintenance is performed.
If you are updating this PM Plan, then you should not have to visit this field unless you need to manually update it due to this maintenance being logged incorrectly or for some other reason.
Note: If this PM Plan is for an Equipment Fixed Asset and if you are opting to schedule maintenance by Date instead of by Usage then you may leave this field blank.
Usage Unit (MTPMPLAN_UsageUnit)
You will not visit this field.
This field displays the Usage Basis linked to Fixed Asset you selected.
DeleteDue Usage (MTPMPLAN_DueUsage)
Accept the default entry or overwrite with another Due Usage value if needed. The default entry is generated by adding the Usage Interval value from the PM Code to the value in the Usage at Last PM field. For example this PM Plan is an Oil Lube and Filter for Truck 01. The linked PM Code is "OLF." The Usage Interval on the OLF PM Code is 3000 (miles). The Usage at Last PM is 5400. The system will auto-fill this field with "8400."
Note: If this PM Plan is for an Equipment Fixed Asset and if you are opting to schedule maintenance by Date instead of by Usage then you may leave this field blank.
The system maintains this field based on the PM Code you have linked to the PM Plan.
DeleteWarning Usage (MTPMPLAN_WarningUsage)
Enter the number in advance (number of hours, miles, etc.) that you would like to warn users that maintenance is due.
For example, if the Due Usage field is set to 50,000 miles and you would like users to be warned 200 miles in advance, you would enter 200 in this field.
DeleteUsage Due (MTPMPLAN_DueUse)
You will not visit this field.
This field is system maintained. If the Usage Warning field is 0 when the Due Usage has been reached the system will toggle this option "on."
If the Usage Warning field is a number other than zero (For example 200) the Usage Due flag will be triggered that many miles (or hours
DeleteAutomatically Create Work Orders (MTPMPLAN_AutoWorkOrder)
Select this option to have work orders created automatically from this PM Plan.
THEN
Select the Approve Work Order option to have them approved automatically upon creation, if desired.
Leave this option deselected to skip the automatic creation of work orders from this PM Plan.
DeleteApprove Work Orders (MTPMPLAN_ApproveWorkOrders)
This field is applicable only if the Automatically Create Work Orders option is selected.
Select this option to have work orders approved automatically upon their creation. When this option is selected work orders generated from this PM Plan will be set to "Approved" upon creation instead of "New."
Leave this option deselected to skip the auto-approval of work orders and instead set to "New" upon creation.
DeleteWarning Days In Advance (MTPMPLAN_Checkdays)
If the PM Plan is setup to use day intervals, enter the number of days in advance you want the work order to be created.
DeleteDefault Work Order Category (MTPMPLAN_DefaultWorkOrderCategory)
Select the Work Order Category you want to assign to automatically-generated work orders based on this PM Plan.
DeleteAssigned To Personnel (MTPMPLAN_StaffCode)
Select the staff member you want to assign to automatically-generated work orders based on this PM Plan.
Delete