Workshop: Preventive Maintenance

1. Workshop: Preventive Maintenance June 20, 2006

2. Project Goals • Implement SAP Plant Maintenance system • Provide integration with Financials, HR, and Materials • Allow enhanced scheduling and planning for work assignments • Provide work scheduling as well as management reporting tools • Accommodate the use of mobile technology to reduce paperwork • Accommodate the use of GIS with SAP • Improve automated updates to customers about the status of work • Implement a Preventive Maintenance system for buildings, areas, and equipment • Utilize standard SAP functionality to collect utility usage and cost information for recharge calculations

3. Agenda • Introduction • Discussion of Task Lists • Discussion of Maintenance Plans • Discussion of Plan Scheduling • Preview of Next Blueprinting Session • Other Discussion

4. What is a Task List? A task list is a maintenance procedure. It includes planned labor and materials. There are three types of task lists: General Task Lists Functional Location Task Lists Equipment Task Lists A task list looks very much like a planned order, without dates!

5. What is a Task List? Why 3 Types? The General Task List is used as a “model” maintenance procedure. The work goes into the procedure planning and then this is copied to specific Functional Location (building, room) and Equipment task lists. A Functional Location task list may ONLY be used for preventive maintenance for that specific functional location. An Equipment Task list may ONLY be used for preventive maintenance for that specific piece of equipment. STOCK materials and labor may be planned on any task list type. NON-STOCK materials, services, and text items from the Equipment or Functional Location BOM may be planned on Equipment or Functional Location Task Lists.

6. Naming a Task List Functional Location and Equipment task lists have sequentially assigned numbers. The task lists are found using the Equipment or Functional Locations. General Task lists may have either numbers assigned by SAP or may have alphanumeric names. The length of the name field is 8 characters. (This may be useful for Medical Center WHUPOS).

7. Creating a General Task List There are separate transactions for Functional Location, Equipment, and General Task Lists.

8. Creating a General Task List This task list is being given the name “TEST0613,” rather than allowing SAP to assign a name.

9. Creating a General Task List The task list is given a description and default work center.

10. Creating a General Task List A short description, labor estimate, number of workers is entered.

11. Creating a General Task List As much long text as is required may be added. This is copied to the work order when it is created.

12. Creating a General Task List A stock part is added and the task list is saved.

13. Creating an Equipment Task List

14. Creating an Equipment Task List The equipment number is the “name” of the task list.

15. Creating an Equipment Task List A task list already exists for this equipment. Select “+” to add another.

16. Creating an Equipment Task List A description and default work center are entered.

17. Creating an Equipment Task List A description for the operation, the labor, and number of workers is entered.

18. Creating an Equipment Task List From the component screen, the Component Selection button is chosen to select parts from the Bill of Material.

19. Creating an Equipment Task List As many parts as are appropriate are selected.

20. Creating an Equipment Task List Notice that stock, non-stock, and text items may be chosen from the BOM. The Functional Location Task List is similar to the Equipment Task List.

21. What is a Maintenance Plan? A maintenance plan associates: A Task List An object to be maintained Functional Location Task List A maintenance cycle Some parameters around order creation

22. Creating a Maintenance Plan This example will create a simple “single-cycle” maintenance plan based on the calendar (rather than a measurement point).

23. Creating a Maintenance Plan There are also “strategy” and “multiple counter” maintenance plans.

24. Creating a Maintenance Plan SAP may assign a number or one may be entered. This is a 12 character alphanumeric field.

25. Creating a Maintenance Plan

26. Creating a Maintenance Plan

27. Creating a Maintenance Plan The “Call Horizon” determines how far into the maintenance cycle the order should be generated. This is a monthly plan, so 90% will generate the order 3 days before it is due. The “Time-Key Date” tells SAP to generate the order on the same day each month (rather than every 30 days).

28. Scheduling a Maintenance Plan Creating the Maintenance Plan assigns a cycle and some order parameters. Scheduling start this plan running to create orders.

29. Scheduling a Maintenance Plan Enter the plan number.

30. Scheduling a Maintenance Plan Notice that no scheduling has been done.

31. Scheduling a Maintenance Plan Click “Start”. SAP suggests the current date to start the plan. Note: The first order is created at the END of the cycle. (If you want an order from a monthly plan tomorrow, start it 29 days in the past.)

32. Scheduling a Maintenance Plan The first order will be created with a start date of 6/14/2006.

33. Topics For Next Blueprinting Session • Determine High Level Reporting Requirements • Please bring your thoughts on current reports which are used frequently in your area.