How do Service Plans impact task creation for your Preventive Schedules in TRIRIGA?
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Are you new to using TRIRIGA and wonder how do you ever get started with your Preventive Maintenance schedules? I know that when I came over to TRIRIGA, I had some trouble so I am going to go through creating a work plan that includes a service plan and what that means for your task creation. Most preventive maintenance schedules have some kind of job plan - a list of tasks that need to get done and will occur on a schedule, be it weekly, monthly, quarterly, yearly, etc.
The first step is to create your job plan, which is called Plan Work inside of TRIRIGA. This is found under Maintenance -> Preventive Maintenance -> Plan Work. Your job plan is then based on assets, locations or systems. What is a system? A system is a collection of assets or locations. After you have identified if your job plan is for assets or locations, you can go create your Preventive Maintenance (PM) schedule. That's where it really gets "fun"!
So create a new Work Plan that will have the Resource type set to All Resources in Selected Systems. And add 2 Assets to it. Then go to the PM Schedules tab and let's add a schedule for those Assets.
You are going to need to define a Request Class. This request class defines the type of work, like if it's for HVAC , Electrical, Plumbing, etc. Associated with this Request class is what is called a service plan. This service plan identifies information about task creation, SLA's, priority, etc. Knowing the service plan you are using is really important to know but I will get into more on that later.
Now you need to create the pattern or frequency of the schedule. How often will this be needed - daily, weekly, monthly, quarterly, yearly, etc. You can also choose to do shadowing PM's but for this we will not be including that. Once you have identified all that, your tasks are now created. This could take a little bit of time depending on the length of your schedule and how many assets/locations are on it.
Now about those service plans. Here are some examples of how they work.
You have a work plan with 2 assets on it. Create the Preventive Maintenance schedule so that it occurs daily for 5 days. And the service plan is set to create tasks for single tasks. The end result is that it will create 10 tasks in total. 5 tasks for each asset. If you go back and add another asset to the work plan, then another 5 tasks will be added. So each asset will get their own set of tasks. If you are using a system, the functionality will work the same way. The key is the service plan is set to create tasks for single tasks.
Now in another scenario that will also have 2 assets on it but the service plan is going to be set to create single task for all assets. So you have a work plan with 2 assets on it. Create the Preventive Maintenance schedule so that it occurs daily for 5 days. Set the service plan to create a single task for all assets. The end result will be that it will only show 5 tasks because the same task will be applied to all the assets on the work plan. You would have to go look at the association of the task to see all the assets lists. See the screen shot below for an example.
And if you add a new asset to this scenario, it will not add a new task. It will just add another association to the new asset from the task.
So now that you know this, go on and create your work plan for your maintenance schedules!
For additional information on this, you might want to go check out the documentation found here