Technical Blog Post
From the Maximo Support Desk - Using Job Plan Sequences on PM Records
You can use the Job Plan Sequence tab on a PM record to minimize and simplify administration. If there is a need to insert additional or different Job Plans into a PM Work Order generation sequence at specific intervals, this is your solution...
A single PM can provide the scheduling and maintenance of multiple Job Plans for a single asset or location by inserting alternate or additional Job Plans at certain intervals in the Work Order generation scheduling sequence. This is accomplished by using Job Plan Sequence values on the PM record.
A common usage of Job Plan sequencing on a Preventive Maintenance record is when the maintenance of an Asset requires quarterly and annual maintenance. In this example, we will assume that there are two different Job Plans; one maintenance routine that must be run once per quarter, and one maintenance routine that must be run once per year.
Define and Identify a Sequence Value
Taking advantage of Job Plan sequencing will provide a concise way to ensure that the correct maintenance gets performed at the required intervals, while minimizing and/or removing the manual administration of the PM and Job Plan records themselves. The summary of the method to create the proper sequence is to assign each Job Plan to a specific position in a sequence of PM Work Order Generation. First, let's contextually define what a sequence is. The sequence is based on the frequency of the PM. The PM shown below has a frequency of 3 MONTHS. This means that each 3-month period is 1 sequence. If we wanted to insert a new Job Plan into the sequence every 12 months, this means that we want to insert that Job Plan into every 4th sequence. In other words, sequence 4 is the 4th three-month time period.
In the Job Plan Sequence section of a PM record, it is not necessary, or typical, to see each number of the PM Work Order generation sequence. It is only necessary to enter the sequential position of the constant, and to enter the sequential position of any variables. For example, if a different Job Plan needs to run on every 4th time that this PM generates Work Orders, then 1 is constant (runs on every frequency of the PM) and 4 is the variable (runs on every 4th frequency of the PM).
To Use a Sequence Value
This example scenario is one whereby quarterly maintenance is required on an asset. Additionally, an annual maintenance procedure needs to be performed on the same asset. The Quarterly Job Plan will run during each PM Work Order Generation, so it's sequence value is 1. The Annual Job Plan will run once every 4th generation of the PM's Work Orders; so it's sequence value is set to 4 to make this happen.
To assist in planning the proper sequence of Job Plans, it may be helpful to think of the PM Work Order Generation process in a more straightforward, linear manner:
-You know that the quarterly PM needs to be run on the first day of each quarter to generate the Work Orders that fulfill this maintenance requirement, and you know that the annual PM needs to be run on the first day of the 4th quarter.
So here's the schedule. The Frequency of this PM is set to 3 MONTHS, with the initial value of the Estimated Next Due Date field set to 1/1/15:
1. PM Work Orders will generate on 1/1/2015 - Job Plan "QUARTERLY" is used to populate the Work Order tasks
2. PM Work Orders will generate on 4/1/2015 - Job Plan "QUARTERLY" is used to populate the Work Order tasks
3. PM Work Orders will generate on 7/1/2015 - Job Plan "QUARTERLY" is used to populate the Work Order tasks
4. PM Work Orders will generate on 10/1/2015 - Job Plan "ANNUAL" is used to populate the Work Order tasks
The configuration of the PM Sequence rows is shown below, to make the schedule above happen:
You can also view the manual sequence, that shows the names of the Job Plans that will get used for the Work Orders by going to Select Action | View Sequence; this will provide a validation of the schedule that will result from the Job Plan Sequence:
Usage of the Nested Job Plan
The ANNUAL Job Plan can either be a different, or an additional set of tasks:
-If the ANNUAL Job Plan is to be run in addition to the QUARTERLY Job Plan, you can add the QUARTERLY Job Plan onto the ANNUAL Job Plan as a task, using the Nested Job Plan field; the Sequence value in the Job Plan Sequence section of the PM will not be different.
-In this scenario, the ANNUAL Job Plan would have the tasks set up like this:
Verify the Sequence with Forecast
You can also use the PM Forecast feature in Maximo to make sure that the sequence values that you've set up are going to correctly generate the Work Orders as expected. (there are other usages and functionality of the PM Forecast function that are not discussed here)
From the PM record, Select Action | Generate Forecast (you will see other menu options to delete, or to clear an existing forecast if necessary)