Use Proposed Work Orders to plan tactical work

Purpose

Planners use the Proposed Work Orders function for:

Long term planning (three months to one year)
Short term scheduling (one week or one month).

Long Term Planning

For long term planning create a Maintenance Plan for a year or 6 months.

Make sure that all Tasks have been specified for all Assets.
Generate a list of Proposed Work Orders to see when the Tasks will fall due.
Change the Last Scheduled Date for Tasks on the same Asset to align the Tasks.
Specify different Last Scheduled Dates for Tasks on different Assets to balance the workload over the specified time period.
Print a Maintenance Plan for the specified time period.

Don’t create the Work Orders for the long-term plan because future circumstances that will affect the Work Orders can’t be anticipated. For example, don’t create Work Orders one year in advance. Rather create Work Orders for the short term (one-week or one month at a time) by sorting the list of Proposed Work Orders and selecting the required Proposed Work Orders. This provides flexibility to change the plan when circumstances change.

Short Term Scheduling

Once a week, for example every Monday:

Generate a list of Proposed Work Orders to identify the Tasks that are due in this time period, which could include yearly or 6-monthly Tasks.
Align the Tasks and balance the workload for this time period based on the current information about resources, labour, production schedules and ad hoc work that has been done already.
Create Work Orders for the Tasks that are due in this time period.
Assign Work Orders to specific Sections and Staff Members.

Once a month

Review the Maintenance Plan.
Generate a list of Proposed Work Orders for the rest of the year (or 6 months).
Adjust the Tasks as necessary.

Align Tasks for an Asset

Tasks are aligned to ensure that the Tasks for all Components of an Asset fall due at the same time so that the machine does not have to be stopped more than once in a short time period.

How to... Align Tasks in the Asset Tree

1. Highlight the Asset.

2. Use Batch Updates to change the Last Done Date or Last Scheduled Date on the Asset Task - Dates and Readings tab for each Task.

Implementation guidelines

Start with a major service on each Asset and work backwards to align services at other intervals.

For each Asset:

1. Generate a list of Proposed Work Orders for the next year.

2. Identify when the Asset is due to be maintained or serviced.

3. Adjust other services or work to coincide with the major service.

4. Review each task.

5. Align other services or work to fall into the selected cycles.
For example, weekly or monthly Tasks should fall due on the same day of the week as the yearly or major service.