A plan generates nothing until you activate it at step twelve. Half-built is inert, not dangerous.
1
Basic information
Name the plan, give it a number, say what it is for. Choose the work order type that rounds
will be raised as — normally a preventive type — and the priority, which carries the service
level.Saving this step creates the plan as a draft.
2
Asset scope
Which machines the plan covers. Either name assets individually, or describe them — every asset
of a given type, category or criticality, at a site or below a point in the location tree.A described scope keeps working as the plant changes: commission another pump of that type and
it comes into scope without anyone remembering to add it.
3
Trigger
When a round comes due. A plan may carry several triggers, combined with ANY (whichever
comes first) or ALL (only when every one is met).
ANY is the common choice: every 90 days or every 2,000 run hours, whichever comes first.Set the tolerance here too — the window either side of the due date within which the round
still counts as compliant.
4
Tasks
The checklist the technician works through. Steps in order; mark which are mandatory and
which require evidence — a photograph, a signature, a measurement.Mandatory steps must be complete before the job can be closed, on the handset as well as here.
5
Parts
Parts every round consumes — a filter, a seal kit, five litres of oil. These become
requirements on each work order raised, which is what lets the
readiness check warn you before somebody is sent, and what lets
reorder forecast planned demand.
6
Tools
Instruments the round needs. A tool that is out, unusable or out of calibration will show as a
shortage on readiness.
7
Skills
What the person doing this must be able to do, and any certification they must hold. Routing
and dispatch both use this; an expired certification stops an assignment.
8
Vendors
Where the round is done by a contractor rather than in-house. Name the vendor, or the service
category, and the entitlement check will look for a contract that covers it.
9
Safety and permit
Hazards, isolation requirements, and whether a permit to work is required before the job may
start. A permit requirement appears on readiness like any other.
10
Scheduling
How long a round takes — the estimate the capacity plan weighs — how far ahead
work orders should be raised, and whether rounds may be grouped so two plans falling in the same
week become one visit.
11
Preview
The occurrences this plan would raise over the coming period, on which assets, on which dates.
Read it before activating — this is where a trigger that fires daily instead of monthly becomes
obvious.
12
Activate
Turn it on. From here the plan raises occurrences, and they appear on
Maintenance Due.