Bind maintenance plans

The scheduled maintenance of the equipment or location, begins from the association of an equipment with its respective maintenance plan.

To begin scheduling routine maintenance of an equipment or location, these must first be linked to the corresponding maintenance plan

To control routine maintenance, it is necessary to link each piece of equipment or location with a maintenance plan, since the maintenance plan (master) is the one that contains the information about the routine activities that must be carried out.

A maintenance plan can be used to govern the routine maintenance of various equipment or locations related to the plan. This avoids the need to capture the same plan multiple times for related equipment or locations.

Example of league of equipment and locations with maintenance plans.

To link a maintenance plan to equipment or locations, select the plan you want to link to your equipment or locations in the catalog of plans and then click on the action Bind maintenance planto submenu locations or equipment.

Check the equipment or locations you want to link to the previously selected plan and click Next. If you are linking a maintenance plan that contains activities controlled by readings, the PM will ask to key* in the last known reading of the equipment and its average monthly use to finalize with the bind.

In the same way, it is possible to link maintenance plans to equipment or locations from their respective modules. Select one or more equipment or locations depending on the module you are in, click on the submenu Bind maintenance planand follow the instructions on the screen.
In the column Assigned plan, the user can enter in each cell, the name of the plan that he wishes to assign to the equipment. You can also select multiple records from the list and assign them the same plan with the button Assign plan to selected equipment.

Bind a maintenance plan with activities with readings

We have seen that the frequency with which an activity must be carried out can be established by time or by readings (Example kilometers, hours of use, parts produced etc.).

When a maintenance activity is controlled by the reading regime or mixed, the control is more precise since it depends directly on the use of the equipment and not only on the elapsed time. However, the control by readings and mixed is a bit more complex, since it forces the user to periodically record the usage reading from an odometer, hour meter, etc. In the same way, in order to forecast a tentative date of the activity, it is necessary to also indicate in these cases a estimated average monthly usage.


Therefore, when linking a maintenance plan controlled by readings, the PM asks the user to enter the last known reading of the equipment and its average monthly use. For more information regarding the control by readings click here.

Detach maintenance plans

When disconnecting a maintenance plan from an equipment or location, the history of measurements, resources (labor, external services and tools) and readings associated with them will be eliminated and it will not be possible to register new values ​​until a plan is linked again.

From the maintenance plans catalog, select the maintenance plan that you want to detach from the equipment or location and then click on the action Detach maintenance plan from the submenu.

A list will appear with the equipment or locations that are linked to the previously selected plan. Check the device or location you want to unlink and then click Detach plan.

Please note: To de-tie a maintenance plan, you must ensure that none of the activities of the plan assigned to the equipment or location is found in an open OT. You can continue registering non-routine maintenance on equipment or locations that do not have an assigned plan.

Alerts related to maintenance plans

Linking equipment and locations with their respective maintenance plans is essential for routine maintenance control. It is not enough to add equipment and structure maintenance plans in the system, it is very important to associate them to define the start of maintenance work and the scheduling of the next dates in which each of the activities that we include in the plan will be carried out. For this reason, the MP has the following alerts:

Equipment alert without assigned plan
It shows a list of all the equipment that has not been associated with a maintenance plan.

Alerts of maintenance plans without equipment or localization assigned
Shows a list of all maintenance plans that have not been associated with equipment or locations.

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