Table of Contents
Preliminary Setup (Web App)
The Preliminary Setup includes information important throughout the entire platform and not exclusive to Charting. These settings must first be addressed before utilizing the PM Charting Tool. These steps are recommended to do it in the order provided. Please review each article provided.
- *Company Settings: These settings record detailed information on your company.
- *User Management: These settings grant access for individuals to the platform as well as limit permissions.
- *Employee Management: These settings represent employees to be notified for any given job within the Operations tool. Employees may or may not have access to the platform. If they do, they must be linked within User Settings. All employees may be assigned to a PM Template. However, only users will have access to the platform.
- *Asset Management: Equipment represents all assets to chart and their components. While these may be edited and added to in the future, it is recommended to include the currently available equipment within the company.
- Inventory Management: Inventory represents all the parts, tools, or products to be utilized for a Template. Set these up so that this information will be available for Templates.
- Profile Settings: These settings adjust the homepage on the WebApp.
Preventative Maintenance (PM) Charting
PM Charting is a mobile solution for the Setup tool within Maintenance > PM Programs (Web App). Creating Work Order Templates is not available within the PM Charting Tool. Please review Administrative Team Boards (Maintenance, HSE, and Operation) Setup for more information on Work Order Templates.
Asset Templates
An Asset Template is a list of tasks performed on the sections and components of a specific asset. These tasks once mapped may be applied to Work Order Templates within the Web App. This means you will not see any changes to the Maintenance Tab until these tasks are assigned to a Work Order on the Web App. See Administrative Team Boards (Maintenance, HSE, and Operation) Setup for more information on adding a task to a Work Order.
How to Create Asset Templates
To Create an Asset Template on the iPad. Navigate to Tools > PM Charting
Then go to PM Charting > Assets > Select an Asset.
- Add Sections: Sections are Groups of Components
- Add Components*: Components are required on a template. These are what tasks are performed. Commonly named Motor or Gearbox.
- Add Tasks*: Once a Component is added adding tasks becomes available. Tap Add task and fill out the following fields. These tasks must first be added within a Work Order Template before they become available within the Maintenance Tab. See Administrative Team Boards (Maintenance, HSE, and Operation) Setup for more information on assigning these tasks to a Work Order Template.
- Task Type*: A task type is a specific category of task. Commonly this field is Add, Inspect, Change, Check, Clean, etc.
- Maintenance Method*: A Maintenance Method represents the method used to perform the task. Commonly these are By Hand, Automated, Grease Gun, Manually, Visually, etc.
- Product: This is the part or product used to perform the task. These parts will be removed from inventory once the task is marked as complete.
- Unit of Measure: This is how the product is measured. Commonly these are Each, Drum, Ounce, Liter, Milliliter, Gallon, etc.
- Points Per Application: These are all the points that need to be applied for this specific task.
- Frequency*: This is the recommendation of how often this task should be performed. This does not represent how often it will recur just when it is recommended. Please note Work Order frequencies override this recommendation.
- Estimated Duration*: This is the estimated duration of how long this task will take to perform.
- Once a task is added Select Product on the task line item to add a product to the task. These products will be removed from inventory once the task is marked as complete.
* Required
PM Templates
PM Templates represent an exact group of tasks applied to many assets. These groups may further be categorized in sections and components on the template. Commonly these templates are named after a component type such as a gearbox or belt to be applied to entire assets within a plant or they may be named after equipment types such as 120T Grove Crane or Pick-Up Trucks. Keep in mind you may need to create multiple programs for Pick-Up Trucks if different models require a different set of exact tasks such as different oil for oil changes or different tires for tire changes. These templates may only be applied to a Work Order through the Web App. This means you will not see any of these tasks on the Maintenance Tab until assigned a Work Order on the Web App.
How to Create PM Templates
To Create a PM Template, Navigate to Tools > PM Charting > PM Charting > Templates > New Templates.
- Associated Assets: Select Edit > Add to add associated assets. All associated assets will have this template applied to their respective Asset Templates. In order to assign these templated tasks to a Work Order so that they are available within the Maintenance Tab, you need to assign them via the Web App. Please review
- Administrative Team Boards (Maintenance, HSE, and Operation) Setup for more information on assigning these tasks to a Work Order Template.
- Add Sections: Sections are Groups of Components
- Add Components*: Components are required on a template. These are what tasks are performed. Commonly named Motor or Gearbox.
- Add Tasks*: Once a Component is added adding tasks becomes available. Tap Add task and fill out the following fields. These tasks must first be added within a Work Order Template before they become available within the Maintenance Tab. See Administrative Team Boards (Maintenance, HSE, and Operation) Setup for more information on assigning these tasks to a Work Order Template.
- Task Type*: A task type is a specific category of task. Commonly this field is Add, Inspect, Change, Check, Clean, etc.
- Maintenance Method*: A Maintenance Method represents the method used to perform the task. Commonly these are By Hand, Automated, Grease Gun, Manually, Visually, etc.
- Product: This is the part or product used to perform the task. These parts will be removed from inventory once the task is marked as complete.
- Unit of Measure: This is how the product is measured. Commonly these are Each, Drum, Ounce, Liter, Milliliter, Gallon, etc.
- Points Per Application: These are all the points that need to be applied for this specific task.
- Frequency*: This is the recommendation of how often this task should be performed. This does not represent how often it will recur just when it is recommended. Please note Work Order frequencies override this recommendation.
- Estimated Duration*: This is the estimated duration of how long this task will take to perform.
- Once a task is added Select Product on the task line item to add a product to the task. These products will be removed from inventory once the task is marked as complete.
* Required
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