Strategy based Maintenance plan

This article explains how to assign specific strategies to tasks within a Functional Location (FLOC) or Equipment and synchronize them with an external CMMS.

By initiating this sync from IMS, you can streamline creation of Maintenance Plans in your IMS/CMMS based on the strategies you have defined and applied.

Important
This feature is only available in the RCM module.

Definitions and scope

Term	Definition
Strategy	Defined set of actions and/or activities and their frequency of execution defined in the CMMS. They are referenced in IMS (codebook, list).
Sync direction (Inbound vs Outbound)	Sync direction is referenced from the perspective of the CMMS Inbound: Data triggered in the IMS and pushed to the CMMS (IMS>CMMS). Outbound: Data initiated in the CMMS and pushed to the IMS (CMMS>IMS).
Initiation	Sync is initiated from IMS, more precisely from Tasks present on FLOC and/or Equipment in RCM methodology.

Term

Definition

Strategy

Defined set of actions and/or activities and their frequency of execution defined in the CMMS. They are referenced in IMS (codebook, list).

Sync direction (Inbound vs Outbound)

Sync direction is referenced from the perspective of the CMMS

Inbound: Data triggered in the IMS and pushed to the CMMS (IMS>CMMS).
Outbound: Data initiated in the CMMS and pushed to the IMS (CMMS>IMS).

Initiation

Sync is initiated from IMS, more precisely from Tasks present on FLOC and/or Equipment in RCM methodology.

Feature prerequisites

Item	Prerequisites
(1) Application setting	“StrategyBasedMP” setting is turned on (B value=1). This can be achieved by navigating to: Settings>Maintenance>Configuration>Application Settings>
(2) Configuration of strategies	The list of strategies can be viewed and configured (Add, Edit, Delete) in the Settings repository. This can be achieved by navigating to: Settings>Maintenance>RCM Specific Data>Maintenance Plan Strategy

Take Note
To configure (1) the user must be PEI Admin in PEI methodology
To configure (2) the user must be RCM Admin and in RCM methodology
If a strategy is in use, deletion is not possible.

Configuring Maintenance Strategies

Take Note
This option is allowed only to individuals that have RCM Admin role.

To configure Maintenance Strategies:

In the RCM module navigate to: Settings>Maintenance>RCM Specific Data>Maintenance Plan Strategy.

From here Create, Delete, or Update the Maintenance Strategies. For more information see the table below.

Action	Process
Creating new strategy	Click the “+” button (see 1). Fill out the form (see 2). Click Save (see 3).
Removing existing strategy	Select the Strategy you wish to remove/delete (see 1). Note: You can select more than one Strategy. Click the “-” button (see 2). Click Delete (see 3). Take note You will not be able to delete the Strategy that is in use.
Updating existing strategy	Select the Strategy you wish to edit. Select the Edit button. Edit values. Note: You cannot edit Code property. Click Save.

Initiating Strategy based Maintenance

To initiate Strategy based Maintenance:

In RCM module, navigate to the Equipment or FLOC Main Screen (grid list). Note: This action can be performed from the main grid list for both Functional Locations (FLOC) and Equipment.
Select the desired FLOC/Equipment.
Navigate to Recommended Tasks tab (see 1).
Select one or more Tasks by clicking on the checkboxes on the left-hand side. Note: You can also use the Select all option (see 2).
Click Strategy based Maintenance Plan (see 3).

Complete the dialogue following the structure and field definitions.
Click Save. Note: Save action triggers Outbound sync towards the CMMS.

Field definitions:

Field name	Field description	Field type	Mandatory
Equipment	Inherited from the FLOC or Equipment	Read-only	N/A
Strategy	List of predefined strategy (codes)	Dropdown	Yes
Short description	Short description-Title	Text	Yes
Additional information	Additional contextual info	Long text	No
Task details	Inherited info from all preselected tasks	Read-only	N/A

Reviewing the state flow (contextual information) on a Task level

The Recommended Tasks section features a dedicated CMMS Plan column, which displays the current request status and detailed task-level information. There are three layers of contextual information while the request is still not processed.

State:
- PENDING (Request is Pending for processing)
- ERROR (Request resulted with an error)
IMS Request number - ID of IMS request used as a reference
Strategy ID - Providing contextual information of the Strategy

Important
There is no Complete or Done state.
If the request is completed it will display the ID from the CMMS (External system), marking its completion with a response ID as a confirmation.

Example: Response to successful request

Request is pending: PENDING-{IMS Request number}-{StrategyID}

Request is completed: {CMMS_ID}

To see more detail related to the CMMS Plan:

Click on the link in the CCMS Plan column (IMS Request number or CMMS_ID) to observe the below dialogue in a read-only format.

Reviewing the comprehensive list of all Maintenance plan requests (log)

To review the comprehensive list of all Maintenance plan requests (log):

Navigate to Settings>Data transfer>CMMS interface>Maintenance plan request.
Observe the complete request log from all requests in the environment. Note: You can apply filters and search to narrow the scope.
Click on an item (link) to see more details.