Create multiple counter Plan IP43

Definition:-

Multiple counter plans are used in counter based or

performance based Maintenance planning.
Following maintenance plans are not used multiple
counter plan
Maintenance strategies and therefore
Maintenance items with strategy
Maintenance plans with strategy
Task lists without strategy associated with them only
can be used in a created for use in a multiple counter
plan.
Maintenance cycles (frequencies) are assigned in the
multiple counter plans for counters with different
dimensions, for example weight or length. Time based
maintenance cycles can also be incorporated into the
multiple counter plans. The time based maintenance
cycle will not have a counter.
In this exercise lets create a Maintenance plan for a
Counter.
Prerequisite:-

Authorization to create counter plan

Maintenance item without strategy

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans Create IP43 Multiple counter plan
Double click IP43
Enter maintenance plan category

Click
Click

Click

Click

Select the row

Click
Maintain the following fields

 Description for counter based plan

Numeric entry to indicate cycle E.g. 2000 to
indicate 2000 Hr
Unit of measure of cycle. E.g. Hr
Maintenance cycle text
Measuring point counter maintained in the
equipment IN60003

Click

Click
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Create Maintenance Item IP04

Definition:-

A Maintenance item is an important part. It is used to

pull together the reference object, planning data and
the task list to be used in the Maintenance item.
Prerequisite:-

Relevant PM master data must exist.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans Maintenance Items IP04 - Create
Double click IP04

Click
Maintain the following fields
Description
Equipment number
Planning plant
Order type
Main Work center
Main activity type
Priority

Click

to assign task list

Tick only the

check box

Click
Task list will be assigned automatically

Click icon at right side to display or change

Click

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Change Maintenance Item IP05

Definition:-

A Maintenance item is an important part. It is used to

pull together the reference object, planning data and
the task list to be used in the Maintenance item.
If required maintenance item can be changed to make
corrections.
Maintenance item cannot be changed is when it is in
use. There is no restriction on number of times to
change the maintenance item.
Following Changes are normally done in maintenance
item
Description
Planning data
Task list allocation
Prerequisite:-

Maintenance item must exist.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans Maintenance Items IP05 - Change
Double click IP05
Enter maintenance item number

Click
Change the description

If requird other details as explained above can be

changed.

Click

Run Deadline Monitoring IP30

Definition:-

Deadline monitoring is a process which is used to

generate maintenance calls for Maintenance plans.
Using the scheduling details within the Maintenance
plans it determines when the next maintenance call is
due and create the call object if required.
Deadline monitoring program will be run automatically
on a regular basis. For our understanding, we shall
perform the Deadline monitoring program manually.
Prerequisite:-

Counter based maintenance plan with counter reading

must be available.
Measure reading must have been maintained.
Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling
for Maintenance plans IP30 Deadline Monitoring
Double click IP30
Enter maintenance Plan number

Click

Click

Click

Release Fixed date Maintenance Call IP10

Definition:-

Maintenance call can be released before its due date.

This does not change the date in the Maintenance
order once it is generated.
It is possible to fix the due date of a Maintenance call,
which in effect prevents the planned date from
changing when the Maintenance plan is rescheduled
on a weekly basis.
This may be desirable if the due date of a Preventive
Maintenance task needs to be aligned with some other
maintenance tasks
Prerequisite:-

Maintenance plan must have scheduled maintenance

call.
Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling
for Maintenance plans IP10 Schedule

Double click IP10

Enter maintenance Plan number

Click

Click
Enter cycle start date

Click

Select the required row to fix

Click

at the bottom

Enter the fixed plan date

Click
Click

Release Maintenance Call IP10

Definition:-

Maintenance call can be released before its due date.

This does not change the date in the Maintenance
order once it is generated.
It is also possible to have the Maintenance order
rescheduled and performed earlier than it would have
initially been scheduled.
Once the Maintenance order is technically completed
for the work, the date of technical completion is earlier
than the scheduled date, it will impact the scheduling
of the Maintenance plan.
We shall try to release a maintenance call before its
scheduled release date.
Prerequisite:-

Maintenance plan must have scheduled maintenance

call.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling
for Maintenance plans IP10 Schedule
Double click IP10
Enter maintenance Plan number

Click

Select the row to release. E.g. first row

Click
Click

Reschedule manual Maintenance Call IP10

Definition:-

Maintenance call can be created manually using the

information in the maintenance plan and maintenance
strategy.
Additional dates can be included in manual
Maintenance calls without affecting the normal
scheduling. The user can specify the required call date
and Maintenance packages that will be due on this
date.
The Call Horizon is not considered for a manual
Maintenance call. A manual call will typically be
created when a scheduling window has opened in the
Production unit to perform a Preventive Maintenance
task and the next maintenance call has yet to be
called.
It is not possible to create a manual call for a Multiple
counter Maintenance plan.
Prerequisite:-

Maintenance plan must exist.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling
for Maintenance plans IP10 Schedule
Double click IP10
Enter maintenance Plan number

Click

Click

tab screen

Click
Enter start date

Click

Select the row 1Y for yearly maintenance

Click
Click

Schedule Maintenance Plan (Counter based) IP10

Definition:-

Multiple counter plans are used in counter based or

performance based Maintenance planning.
The process of scheduling and starting a Maintenance
plan begins after a Maintenance plan has been
created.
Maintenance plans are created when a new Functional
location or Equipment is installed within the plant.
These may require a Preventive Maintenance plan to be
set up.

Lets schedule a counter based maintenance plan

created earlier.
Prerequisite:-

Counter based maintenance plan with counter reading

must be available.
Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling
for Maintenance plans IP10 Schedule
Double click IP10
Enter maintenance Plan number

Click

Select the row

Click

Click

Click

Click

for information messages.

Note down the next call date

Click
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Schedule Maintenance Plan IP10

Definition:-

Multiple counter plans are used in counter based or

performance based Maintenance planning.
The process of scheduling and starting a Maintenance
plan begins after a Maintenance plan has been
created.
Maintenance plans are created when a new Functional
location or Equipment is installed within the plant.

These may require a Preventive Maintenance plan to be

set up.
Lets schedule a normal maintenance plan with
package attached to it for an equipment.
Prerequisite:-

Maintenance plan with package must be available for a

equipment or functional location.
Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling
for Maintenance plans IP10 Schedule
Double click IP10
Enter maintenance Plan number

Click

Select the row

Click
Enter the start of cycle
Click

Click

Since the scheduling period is 365 days, it is

scheduled for a year.
Click
Double click on Strategy.

Select strategy IND61

Click

Click

two times

Click
Scheduling Over view list for maintenance plan IP24
Definition:-

We have now completed the following tasks:

Created technical objects
Created task list
Created maintenance item
Created maintenance plan
Using deadline monitoring maintenance schedules
were created.
Released the maintenance call.

Now it is required to look at the list of maintenance

schedule along with the maintenance call object.
Let us try to look at the list for maintenance plan
category I6.
Prerequisite:-

All above mentioned previous tasks must have been

completed.
Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Scheduling

for Maintenance plans Scheduling Over view IP24

List
Double click IP24
Enter maintenance Plan category. E.g. I6.

Click

Select the desired row to view more details. E.g.

maintenance item 472
Click

Click

Click

to select all

Follow the menu path from the top of the screen

Click
orders

to display all maintenance

Select the desired row to view more details. E.g.

maintenance order 814461
Click

Click

Change Single cycle Maintenance Plan IP02

Definition:-

Once a Maintenance plan is created, the user can

change/update the information within the plan.
The Maintenance plan can be changed many times.
Prerequisite:-

Maintenance plan must exist.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans IP02 Change
Double click IP02
Enter maintenance plan

Click
Change the required field

Click
Click the required tab screen and make changes
Click
Create Single cycle Maintenance Plan IP41

Definition:-

A Maintenance plan is an important part. It is used to

pull together the reference object, planning data and
the task list to be used in the Maintenance item.
A Single Cycle plan is created for a simple Preventive
Maintenance item where maintenance is carried out at
the same single frequency. The cycle can be measured
using both time and performance.
Prerequisite:-

Maintenance master data must exist.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans Create IP41 Single cycle Plan
Double click IP41
Enter maintenance plan category

Click
Maintain the following fields
Text
Cycle/Unit

Maintain the following fields

Click
Maintain
Click
Select General task list check box
Click
Select general task list

Click
Note:Date determination shift factors and tolerance limits
are used to determine the next maintenance date. If
the actual present completion dates fall out side the
limit or with in the limit, by how much % an offset to
be considered when calculating the next date is
determined by the entries here.
Maintain the entries under scheduling parameter as
shown below.

Click
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Change Strategy Plan IP02

Definition:-

A strategy based Maintenance plan is used when an

item of Equipment requires maintenance at two
different levels.
Once a Strategy plan is created, changes can be made
to it. This can be done at any time, except when the
Maintenance plan is in use.
Normally following changes can be done
Description,
Scheduling parameters,
adding/removing Maintenance items and
Changing associated planning data.
In this exercise add a new Maintenance item and
remove one. Also change the Scheduling parameters
for the Maintenance plan created in the previous
exercise.
Prerequisite:-

Maintenance strategy plan must be available.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans Change IP02 Change
Double click IP02
Enter maintenance plan

Click
Click
Enter the equipment number. E.g. IN60001

Click

Select the row

Click

Click

Select the first row

Click

at the bottom

Click
Change the scheduling period to 365 days.

Click

Display Maintenance Plan after Deadline Monitoring

Run IP03
Definition:-

Deadline monitoring is a process which is used to

generate maintenance calls for Maintenance plans.
Using the scheduling details within the Maintenance
plans it determines when the next maintenance call is
due and create the call object if required.
Deadline monitoring program will be run automatically
on a regular basis. For our understanding, we shall
perform the Deadline monitoring program manually.
Displaying a Maintenance plan allows the user to view
all the relevant Maintenance calls for the plan. The
user can then view the relevant Maintenance orders
(This is a Call Object) for the plans. The user can see
an overview of the Maintenance orders against a
planned date for maintenance.
Prerequisite:-

Deadline monitoring run must have been carried out.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans IP03 Display
Double click IP03
Enter maintenance Plan number

Click
Click
Click

Click
Click
Display Maintenance Strategy IP12
Definition:-

A maintenance strategy defines the maintenance

packages or conditions under which Maintenance
items should occur.
Three types of possible scheduling are
Time-based maintenance plans
Performance based
Cycle set or multiple counter plan

Time Based:Schedule a preventive maintenance plan with a

strategy containing a monthly package (for scheduling
purposes a month is taken to be 30 days):
Time
Current date: 04/10/1995
Next planned date: 03/11/1995 -> current date
+ 30 days
Key date
Current date: 04/10/1995
Next planned date: 04/11/1995 -> on the 4th
day of each month
Factory calendar
Current date: 04/10/1995
Next planned date: 16/11/1995 -> current date
(or next workday)+ 30 workdays

Performance and counter based maintenance

plans: Schedule a preventive maintenance plan on
the basis of operating hours, kilometers
traveled, and so on. The system calculates
the planned date in respect of the following
counter data:
annual estimate
current counter reading

 current date
A maintenance strategy defines the maintenance
packages, which also consists of the maintenance
sequence and cycles.
Prerequisite:-

Maintenance strategy must exist to display.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Strategies IP12 - Display
Double click IP12

Select
Click

Double click

Click

For your reference:

Maintain the fields as shown below
Field name
Field description and
value
Package number
Serial number of package
Maintenance cycle length.
E.g. 1, 2 or 3
Unit of cycle length. E.g.
MON to indicate months
Maintenance cycle text.
short text
Short text to indicate the
maintenance cycle.
hierarchy number
Maintenance package
hierarchy number. If more
than one maintenance to
be performed in a same
time, same hierarchy must
be maintained.
hierarchy text
Short text for hierarchy
Initial offsetting days.
Number of days float to
start order.
Follow up float days for
order finish.

Create Strategy Plan IP42

Definition:-

A strategy based Maintenance plan is used when an

item of Equipment requires maintenance at two
different levels.
Example it requires a visual inspection after a month
and a full overhaul after two months and quarterly
checking. The Strategy based Maintenance item allows
the user to create a Maintenance plan that contains
three Maintenance packages covering each level of
maintenance.
Lets create a Strategy based plan for a piece of
Equipment.
Prerequisite:-

Maintenance master data must exist.

Menu Path:-

Logistics Plant Maintenance Preventive

Maintenance Maintenance planning Maintenance
Plans Create IP42 Strategy Plan
Double click IP42
Enter maintenance plan category
Enter Strategy

Click
Maintain the Description to the strategic plan. E.g.
Quarterly plan

Maintain the planning data as shown below

Click
Maintain priority

Click
Click

in row
if you get any message.

Click

Select the row

Click

Click
Click

Click
Maintain the scheduling period as 180 days

Click

Select
Note:- Start can be maintained when scheduling plan.
Click
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Create measurement Document IK11

Definition:-

Multiple counter plans are used in counter based or

performance based Maintenance planning.
A Measuring point for technical object
(Equipment/Functional location) is a gauge or counter.
Example: a Pressure gauge on a piece of Equipment.
They can be used to monitor the condition of the
Equipment and schedule planned maintenance tasks.
A Measuring document is a gauge reading taken at a
specific moment in time.
In this exercise create a Measurement document for a
Measuring point.
Prerequisite:-

Equipment master data with measurement point must

exist.
Menu Path:-

Logistics Plant Maintenance Maintenance

processing Completion confirmation
Measurement documents IK11 - Create

Double click IK11

Enter Measuring point number. E.g. 11481
Click
Maintain the counter reading

Click

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