Preventative
Maintenance Criteria Work Instruction

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This Process
will show an example of creating a new PM for a piece of Test Equipment.  However the same process work
instruction is applicable for setting up a PM for an equipment item.  Additionally while an existing PM can be
modified, modifying an existing PM should only be done to correct minor errors
in the PM and not to make changes to the PM as a result of equipment
modifications.  When equipment is
modified, old PMs should be set as Inactive ()
and a new equipment item PM should be setup using the work instructions below.

Note: The information that is entered
into the new PM will auto fill into the WO when generating PM’s.  It is beneficial to fill in all the
information that is needed in the PM criteria so that it is available in the PO
Work when a PM work order is generated.

1. Select the PM Module; then select the Operations pull down and select New PM as shown below:

2. Enter a
unique PM Number that is associated
with the PM that is being created as shown below:

Note:  The PM & P IPT has established PM
Numbering schema rules that must be applied with entering a New PM.

3. Next enter
the Procedure that will be inserted
into this PM if known or select the Procedure  to bring up a Select a Procedure sub-screen.
Enter a partial Description
and then select the Filter  icon to bring up a list to choose from as
shown below:

Once the Procedure is selected and the equipment
item’s PM criteria is saved; a set of standard PM criteria is pulled into
the new PM from the Procedure’s module as show below.  Minor changes or minor needed
adjustments can be made, however before making any changes / adjustments,
review this change need with the PM & P IPT.

Note: If the WO Description was
checked in the Select Fields To Update
when the Procedure was created in the Procedure Module; the PM  Description will auto fill in the new PM
criteria (See Procedure
Module).  If the Select Fields
to Update was not checked in the Procedures Module when the Procedure was
setup; the Description will need to be entered in the PM criteria when the PM
is setup.  Either way the
Description can be edited at any time.

4. Next enter
the Equipt. LCN if know; otherwise
select the Equipt. LCN Lookupicon
to bring up a Select Equipment sub-screen
and enter the S/N of the Equipment that
you are setting up the PM criteria for.
Select the Filter  icon to bring up a list to choose from as
shown below:

Note: The Work Loc. Along
with Bldg / Rm and the Equipt. LCN with Equipment Title will auto fill with information from the Equipment
module.

5. Next enter
the Next Due Date along with the Interval and Interval Unit.  Select
the Lookupicon
to bring up the Interval Unit
sub-screen to choose from as shown below:

6. Select the Complete PM radio button as shown
below:

Note: Selecting the Complete PM radio
button for this type of PM that deals with Calibration cycles; allows the Next
Due Date to coincide with the Calibration Due date on the Test Equipment when
the Cal PM Work Order is completed.
When completing a Cal Work Order; the user will enter the Last
Calibration Due date in the Completed section (Completion Date) of the Cal Work
Order.   Only use the Next Due
date function when you want to ensure that missed PM Work Orders are generated
and accomplished.

7. Next enter
the applicable Charge Code.  Select the Charge Code Lookupicon
to bring up the Select a Charge Code
sub-screen.  Enter a partial Description and then select the Filter  icon to bring up a list to choose from as
shown below:

8. Enter the Shift that will be accomplishing the PM
as required.

9. Next enter
the WO Status.  Select the WO Status Lookupicon
to bring up the WO Status sub-screen
with a list to choose from as shown below.
For the C-17 ATS set the WO Status to AWM.  This will set all PM Work Orders to an
Approved Awaiting Maintenance status when they are generated.

10.  Enter the Work Type.  Note:
the Work Type will always be PM

11.  The Department
will auto fill when the Preventative Maintenance Module is selected.  If this needs to be reset; select the
Department Lookupicon
to bring up the Department
sub-screen to choose from.  Verify
that the Appropriate Maintenance Department is selected as shown below:

12.  The Data
Division was auto-filled with your default Data Division setting.  This will need to be changed.  Select the Data Division Lookupicon
to bring up the Data Division
sub-screen and a list to choose from.
Select the applicable Data Division / sub-category for your site equipment
item or the site where the equipment item is located that you are setting up
the PM criteria for as shown below:

13.  Next select the Save  icon to save the newly created PM.  Below shows an example of a new PM.