2. Maintenance planner basics
12 steps
- Step 1 of 12All approved work that has not been completed yet. Maintenance teams track backlog in weeks of crew capacity to know if they are keeping up.Full definition →
- Step 2 of 12Planning defines what is needed to do the job (steps, parts, labor). Scheduling decides when it happens and who does it.Full definition →
- Step 3 of 12A reusable recipe for a type of work. It lists the tasks, labor, materials, services and tools needed, so planners do not rebuild the same plan every time.Full definition →
- Step 4 of 12The four kinds of resources a job plan can list. They copy onto the work order's Plans tab when the job plan is applied.Full definition →
- Step 5 of 12The section of a work order that holds what is expected: tasks, labor, materials, services and tools. Plans are often copied in from a job plan.Full definition →
- Step 6 of 12Holding stock aside for a specific work order or request so it is not used by someone else. Reservations can be hard or soft depending on settings.Full definition →
- Step 7 of 12The expected cost of a work order based on planned labor, materials, services and tools. Many organizations use it for approval limits.Full definition →
- Step 8 of 12How many days before the due date Maximo should create the work order, giving planners time to get parts and schedule people.Full definition →
- Step 9 of 12A visual board for assigning daily and weekly work to people based on their availability and craft.Full definition →
- Step 10 of 12The percentage of scheduled work that was actually done as scheduled in a period. A key indicator of how well planning and scheduling are working.Full definition →
- Step 11 of 12The percentage of PM work orders completed on time within an allowed window.Full definition →
- Step 12 of 12A structured hierarchy used to record why something failed. It runs from failure class to problem to cause to remedy.Full definition →