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Using Preventive maintenance

Empower frontline heroes to champion proactive strategies, ensuring robust and high-performing production lines

  • Reduce unplanned downtime by preventing instead of reacting
  • Free up technical personnel by implementing operator-driven reliability. The module is designed to be operator-friendly and integrates seamlessly into the existing stop registration workflow
  • Increase precision and repeatability of maintenance by identifying and setting optimal maintenance intervals

How does it work?

The Preventive Maintenance module is built around maintenance plans.

A maintenance plan will generate a work order when it’s time to perform preventive maintenance.

Each maintenance plan is a template for a work order that defines:

  • How often does something need to be maintained
  • How to perform the job
  • Who should perform the job - is it a technician-only job, or can it be done by an operator?

The Operator’s Perspective

Maintenance work orders can be assigned to either technicians or operators. Work orders for operators show up on the “Register Stops” page.

When it’s time to perform a work order, a maintenance icon appears on the top right side. This tells the operator that there are work orders to be completed.

 

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Clicking the maintenance icon shows the list of work orders that have to be performed:

 

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Clicking a work order shows the instructions, which can contain links to guides or documentation.

After completing the task on the floor, the work order can be completed by pressing “Complete work order”:

 

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Work Orders

The Preventive Maintenance module also has its own page that can be accessed through the left-side menu. The module view has two views: Work Orders and Maintenance Plans.

  • The Work Orders page displays all work orders for preventive maintenance - both operator and technician work orders will be shown here. This is where technicians go to find jobs to do.
  • As an addition to work orders generated by a maintenance plan, it’s also possible to create one-off work orders for special work that doesn’t repeat. Create one using the “+ work order” button up in the right corner.

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Work Orders States

Work orders go through three states from the moment they are generated:

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Maintenance Plans

To create and edit maintenance plans, go to the maintenance plans tab.

Maintenance plans contain information and settings that dictate how work orders are automatically generated.

They serve as templates for work orders, specifying instructions and the frequency with which a work order should be repeated.

 

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Getting Started

Step 1: Access the module via the left sidebar menu

To set up maintenance plans for components, select the "Maintenance Plans" tab.

 

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Step 2: Setting up your first maintenance plan

  • Click "New Plan" to begin creating your maintenance plan.

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Step 3: Fill out the details of the maintenance plan

Fill out the details of the maintenance plan

  • Make sure to set the role to “Operator” if the work order should be visible on the “Register Stops” page.
  • Tip: The instructions field can contain links to guides or documentation, and will show up as clickable hyperlinks on the work order

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Choose a trigger

  • Select “Cycles” if you want to maintain the component based on production counts. With this setting, the maintenance plan will count the number of units produced by the selected sensor.

    • The ****target is the number of units the sensor must produce before maintenance is performed. Once the target is reached, the work order will appear blue (to-do).
    • The grace period is the number of produced units set aside for the task to be completed before it becomes overdue. This is the same number as the target. If the work order is not completed before it becomes overdue, it will appear red (overdue).

    Example:

    A bearing needs to be lubricated every 10,000 units produced. The target is set at 10,000 units. To allow maintenance personnel enough time to complete the task, a grace period of 1,000 units is set. If the work order is not completed within those additional 1,000 units, it will become overdue.

  • Select “Calendar” if you want to schedule according to calendar intervals like certain days of the week or month

  • Select "Elapsed time" to schedule maintenance based on elapsed time. With this setting, the maintenance plan will track the time since the last maintenance session.

    Active on: Use this to control which days the time-counter should be active. If you deselect a day, the counter will pause for that day.

    Grace period: This is the amount of time set aside to perform the task. If this time is exceeded, the work order becomes overdue (red) and a red wrench will be shown on the production line.

    Press "create" to create your maintenance plan.

Step 4: View your upcoming work orders

  • After creating your first maintenance plan, a work order will be scheduled for the component. If the maintenance plan is based on cycles, the system automatically estimates the due date based on historical production data.

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Step 5: Completing a Work Order

  • Press the work order to mark it as complete.
  • Fill in your initials and include a comment.

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Step 6: View the Maintenance History

Press the right-most button to view the maintenance history of a component.

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The maintenance history displays the details of the completed work orders generated by the maintenance plan

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