Essential Resources: To complete this training you must have access to eFACTORYPRO and the Planner Portal.
1. From the PM Plans home screen select the +Create PM button.
All fields are required fields when creating a PM Plan.
2. Enter an asset ID (must be an exact match) or search for an Asset ID.
Users can use the Search Asset ID box to search for a SPECIFIC asset or use the Search Equipment button shown below.
3. Click into the Job Plan bar and search for or select an existing Job Plan.
4. From the Frequency Type select Calendar.
5. Enter a Frequency Value.
The MAX value that can be associated to a Frequency Unit is: 28 days, 104 weeks, 24 months, and 10 years.
The 104 week max on weeks will allow a user to enter 52 weeks to make a true annual PM. As opposed to selecting 1 year- at 336 days.
6. Enter a Frequency Unit.
Choices are:
- Days
- Weeks (7 days)
- Months (31 days)
- Years (336 days)
7. Enter a Generation Lead Time Value.
8. Select a Generation Lead Time unit.
Choices are:
- Days
- Weeks (7 days)
- Months (31 days)
9. Select a First Scheduled Compliance Finish Date via the calendar icon.
10. Users also have the option to select a Create Work Order Now by selecting that checkbox.
11. Then enter the first Compliance Finish Date.
12. Information on the new PM and a link to PM documentation will be populated on the right of the screen.
13. Finally select SAVE to create the PM.
MOTH tasks (like training) will NOT be able to be set up at this time.
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