Plan Maintenance (ID: 1)

This process is concerned with acquiring sufficient information to enable planning and scheduling of the maintenance to be undertaken. Maintenance planning can encompass:

• periodic maintenance requirements that can be discovered from data available during the design and construction phases;
• maintenance requirements determined from condition monitoring and assessment where the need for maintenance is not immediately urgent and can be included within a planned requirement;
• maintenance requirements determined from demand requirements where the need for maintenance is not immediately urgent and can be included within a planned requirement;

Inclusion of condition and demand requirements would normally be on the basis that work can be scheduled to occur at the same time as a periodic maintenance activity on the same or an adjacent asset. Where condition or demand maintenance is considered to be urgent, it can still be dealt with directly by issuing a work order (see Do Maintenance).

Using the identities of equipment requiring maintenance from the asset register, the scope of this process is to identify the required planned maintenance actions at an early stage and to prepare scheduled work orders from which individual work orders can be derived as work is required. The generation of actual work orders and the carrying out of maintenance actions is outside the scope of this process.
The need to provide information from a maintenance system to a financial system is encompassed within this process. This is through the ability to specify a cost for the scheduled work order (which will be the estimated cost of carrying out work against a derived work order and not the actual cost resulting from the work undertaken against that work order).

Planned maintenance is undertaken on the basis of actions being carried out on assets at known points in time. This may be by definition of a set period between maintenance activities or by planning required condition or demand maintenance at some known future point. Maintenance plans can be established for the various assets and, from these, scheduled work orders can be specified which set out the criteria for the work to be done including identification of labor, tools and consumables requirements, time allowances, budgets etc.

Identify Asset - ID: 1.1)

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Process Overview

In the following subsections each process element will be described in more detail.