Efficient Maintenance Management with FactoryWiz: Preventative Maintenance Entries Guide

5.1 Preventative Maintenance - Entries


Preventative Maintenance Entries is where you will see all the available PM tasks that have been created for each machine.  You can create new entries, edit existing entries, and update PM tasks on this screen.

Adding A New Entry

To add a new PM entry for a machine, click the Add PM Entry button at the top of the page.  Then a pop up will appear that will allow you to create a custom PM entry.


Select A Template

The Select a Template dropdown menu allows the user to use a template that has been created to simplify data entry when creating new PM entries.  If a template is selected from the list, it will automatically populate the appropriate fields according to how the template was created.  Templates help reduce the time to create PM entries and allow users to maintain consistency between PM entries.

Machine

The Machine dropdown menu contains a list of the machines that are configured in FactoryWiz.  From this list, select the machine that you want to create the PM entry for.

Description

In the Description field, you can enter a brief description of the PM entry.  This is like a title for the PM entry and will be displayed as the main heading when PM entries are shown.

Schedule Type

The Schedule Type can be changed using the dropdown menu.  The dropdown menu has different options to choose from so you can select which time schedule works best for each PM entry.   Preventative maintenance can be scheduled based on calendar days, running hours, powered on hours, every shift, or cycles.

Next Due

Clicking the Next Due field will bring up a calendar for you to select the date that the PM entry will need to be completed.

Currently At

The current “Powered on hours” and “Running hours” is shown here for the currently selected machine.  This is for user reference only.

​Recurring

If PM is a one-time only PM, this box can be left unchecked. If you want a new PM to be scheduled every time that the currently scheduled PM is done, then check the Recurring checkbox.

Operator Can Perform

Select this check box if the machine operator can perform the PM.  Leave this box unchecked if the machine operator is not able to, or not capable of performing the PM tasks.
For customers that have the OperatorConnect Tablet product installed, and if the PM Widget is configured to be shown on the Tablet screen, then when the Operator Can Perform checkbox is checked on the PM item, then the Operator will see those items on their PM widget on the tablet. Otherwise, the only way to view PM task list will be to view the PM section in the Monitoring application. The logged in user must also be granted the security rights to view the PM section of the FactoryWiz website.

Overdue Action

Here you can choose what happens if the PM tasks are not completed on time.  You have the option to do nothing, or automatically send out an email to notify people or a group of people about the PM being overdue.  The email options available in this dropdown menu need to be pre-configured before they will be available here.  Please see Configuration – Mailing Lists for more information about setting up email lists.

Notes

Here you can enter notes relevant to the PM.   The notes are only visible while editing the PM entry to add a little more information.

Component Tasks

If the PM item requires multiple steps (tasks) then you can use this Component Task area to enter the individual tasks to be performed for the PM entry.  Enter one task per line.  Using OperatorConnect, each item will need to be marked as complete in order for the PM entry to be officially completed.

Edit An Existing Entry

To edit an existing entry, click the edit button next to the entry.


Delete An Entry

To delete a PM entry, click the Edit button on the entry that you want to delete.  At the bottom of the Edit page, there is a Delete button.  Click the Delete button, confirm you want to delete the entry and it will be deleted from the system.

Mark Complete

When PM tasks have been completed, you can mark them as being completed by clicking the Mark Complete button for that particular entry.


If the PM entry has multiple tasks, the button will display the number of tasks that need to be completed yet.  Clicking this button will display each individual task for that PM entry.


This you can Mark each task Complete once the task has been completed.  Once a task is marked completed, the date/time and username are automatically added to the system.  


Once all the individual tasks have been completed, the button that shows how many tasks were remaining will change to Mark Complete.


Clicking this will mark the entire PM entry as being completed.  Once a PM entry is marked as complete, A pop up will appear and you will have the option to schedule the next PM occurrence automatically and add comments before saving.




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