Maintenance planning

Maintenance planning involves the monitoring of asset conditions to assess the need for maintenance work in the short term. Decisions in maintenance planning are based on the availability of tools, labor, and facilities.

Maintenance planning typically occurs before work orders are generated. The goal is to maximize efficiency and reduce costs by scheduling work to take advantage of available time, resources, and facilities. You can package scheduled maintenance that is essential by preventive maintenance (PM) records to ensure that all maintenance is carried out in a timely and efficient manner.

Work packages provide visibility into upcoming planned maintenance operations, which provides the opportunity to make the most of the planned maintenance. For example, you have some labor hours available over a certain period. Then, you can add PMs to the work package, and then generate work orders.

You use the Maintenance Planning (CM) application to create, view, edit, and delete work package records of preventive maintenance (PM) records that are associated with asset parts. You also use the application to manage each PM on only one tab and can use the Generate Work Orders action to create work orders from the work packages. The work packages have their own identification numbers.

You want to assign more preventive maintenance records (PMs) to a work package after you create the work package. Then, you must ensure that the work package status is Draft, Approved, or In Progress. You cannot assign a PM to more than one work package.