Criterion for grouping Maintenance Items under a Maintenance plan
Seeking advise on the grouping of maintenance items into a maintenance plan into PM.
I want to understand, what is the basis/factors to be considered here while grouping several maintenance items under one maintenance plan. In my scenario, there are Approx. 100K equipment existing. It's not feasible to create one plan for every equipment. Hence
1. We can identify multiple similar equipment (say 5 KW DC motors of same kind) and create item for one of these. Rest all equipment can be defined as Object list items. here we will define one maintenance item for these-- > say ITEM-1
2. Similarly we can create ITEM-2,3,4... Now I want to assign these items under a maintenance plan. I want to know....
(A) What is the criterion for selecting the ITEM here under a particular plan ? Can it be the same start date of the maintenance cycle means all items having similar start date can be assigned under one plan?
(B) How to take care the case of a big equipment , having many arms (equipment), whose maintenance need to be taken care on different dates. Can we make a single plan for such big equipment and assign all small equipment by creating separate Items. If yes...how to take care the different dates.
Pete Atkin replied
All maintenance items on a plan adopt the same scheduling parameters. These multi-item plans ensure that the orders created from the each item are grouped together and will not become misaligned (unlike single plan/item combinations).
As an example, lets say you have 3 pump/motors on a skid:
So you may want to create a maintenance item for each of the 3 pump/motor sets with identical task lists/Packages etc, and then link these items to a single plan.
The plan would then ensure that the orders come out at the same time. If the orders are created early enough (via IP30), then your schedulers/planners can move the start dates of the individual orders to ensure that the 3 pump/moor sets are shut down and isolated at different times ensuring continued production.
So in essence, the plan is used for longer term planning, the orders are then rescheduled according to shorter term requirements.
One thing to bear in mind with multiple-item plans is when you use task lists which have differing packages - especially if these packages are hierarchical. You can sometimes find that hierarchical packages from one task list are suppressing lower level packages on another task list.