Preventive maintenance overview

Preventive maintenance (PM) records are templates for scheduled preventive maintenance work. They are used to generate preventive maintenance work orders. PMs can contain job plan and corresponding safety plan information that is copied to work orders.

Information associated with a PM becomes part of the work order records you generate from the PM. You can create parent-child relationships between similar PMs to build a PM hierarchy, which enables you to generate hierarchies of related work orders. You can also schedule PM work for assets on a route.

When you create PMs for assets or locations, you determine how to schedule work for them. You can create schedules based on the following conditions:

• Elapsed time since the target start date or completion date of previous work. PMs for this work are called time-based PMs.
• Metered asset usage since the target start date or completion date of previous work. PMs for this work are called meter-based PMs.
• A combination of elapsed time and metered usage. For example, you can schedule a PM to trigger work every six months or every 300 hours, whichever comes first.

You can create flexible schedules by using lead times, seasonal and extended dates, and by triggering work outside of a PM frequency cycle.

You can group PMs into hierarchies that model your assets and create PMs for routes. You can duplicate PM data by generating PMs from a template PM called a Master PM.