Add parts

To record the parts of the maintenance plan press the tool Add within the “Parts” section of the Parties and activities.
The MP uses a tree structure to define the parts of the equipment. As the parts are being recorded, the MP provides a tool with which you can position yourself on the desired part or level of the tree.

Edit parts

To make changes to the selected part, press the tool Edit within the "Parts" section of the Parties and activities.

Delete parts

To delete the selected part, press the tool Eliminate within the “Parts” section of the Parties and activities. By performing this action all sub-parts and activities related to the deleted part will be lost.

Copy and paste parts

The MP allows copy parts and paste them including its sub-parts and related activities. This function is very useful when a team has several equal parts with sub-parts and / or similar activities. We can even perform this action from one plan to another.

Insert a maintenance plan into another

The tool Insert or replace plan Allows you to insert a previously registered plan in a selected part of the routine maintenance plan that is being edited, or to replace it.

For use select the part you want to replace, then click on the tool Insert or replace plan, a window will open in which you must select the desired plan and choose the action to take, either insert or replace.

For example:

Insert or Replace a maintenance plan
There is a maintenance plan
You want to insert or replace the MOTOR part Plan to insert or replace
compressor plan tree compressor plan tree tree engine plan ge
When inserting the maintenance plan When replacing the maintenance plan
plan tree inserted plan tree replaced

Add activities

As we mentioned earlier, the activities are related to a part of the team or to the entire team. Before adding an activity we must select the part of the team related to the activity. If there is no specific part, then we can relate the activity to the root level, to refer to the entire team.

To register an activity, press the tool Add within the "Activities" section of the Parties and activities.

Edit activities

To modify the information of an activity, press the tool Edit within the "Activities" section of the Parties and activities.

The first thing we must do is assign a name to the activity and establish the frequency with which it must be carried out. Each of the fields and options that the MP offers to document the activities is described below.


Activity frequency

You can set the frequency of activities as follows:

  • Frequency based on dates
    In a date-based controlled maintenance activity, the frequency with which the activity should be performed is set based on the elapsed time. (Example, daily, every week, every 15 days, every 3 months, every 2 years, etc.)
  • Frequency based on readings
    In a read-based controlled maintenance activity, the frequency with which the activity should be performed is set based on the use of the equipment. (Example, kilometers traveled, hours of use, units produced, number of ignitions, cycles, etc.)

    Option not to offset readings and force multiples (Frequency based on readings)

    When there is a delay or an advance in the performance of an activity controlled by readings, the MP will automatically adjust or run the reading corresponding to the next maintenance.

    For example:

    Suppose an activity is carried out with a frequency of 5,000 km and the work is physically carried out up to 5,700 km with a delay of 700 km. By default, the MP will schedule the next maintenance for the 10,700 km, the next for the 15,700 km, and so on, maintaining a lag as a consequence of the delay.

    By checking the box Do not offset [], the MP is instructed to maintain exact multiples of the frequency. For example, 5,000 km, 10,000 km, 15,000 km and so on, regardless of any delays that may occur.

  • Mixed frequency
    In a mixed maintenance activity, the frequency with which the activity should be performed is set based on equipment usage or time, whichever comes first. (Example, every 15,000 kilometers or 12 months, whichever comes first)

Priority of activities

Indicates the importance of the activity. When generating work orders, we can set filters to issue, in the first instance, the highest priority activities.

It is possible to set the priority level of the activities as low, medium or high.

Duration of the activities

The duration field establishes the estimated time required to carry out the activity. It will be very useful for us to distribute the workloads among the maintenance personnel.

As work orders are assigned to each person, the MP presents us in a graph the sum of the estimated time of the activities assigned to each worker, thus helping us to optimize the distribution of the workload.

Team stoppage

Check this box when a maintenance activity requires a production stop in order to carry it out, indicating the estimated number of days that the equipment will be out of service due to the maintenance activity. The activities that require shutdown will be reflected in the schedule of scheduled shutdowns, helping to plan the equipment shutdown in advance.

Classification of activities

The MP allows two independent classifications to be assigned to maintenance activities.
An example of recommended classification is based on the specialty required to carry out the activity.

For example:

  • Spring Suspension
  • Electrical
  • Lubrication
  • Cleaning
  • Inspection
  • Painting
  • Gardening
  • And many more

In this case, when generating the work orders, the activities can be grouped and the work orders can be issued separated by specialties.
When editing an activity, classifications are selected from a list in the auxiliary classification catalog. If the desired rating is not yet registered, it is possible to register it online by clicking on the icon Add to catalog located to the right of the Classification 1 and 2 fields.

You can also add and edit the classifications catalog from the module Auxiliary catalogs of Main menu.

Activity requires monitoring of a measurement or equipment status (Predictive Maintenance)

There are maintenance activities that involve taking a measurement, such as measuring temperature, vibration, thickness, insulation resistance, amperage, etc. Or simply, review activities in which you want to monitor the condition of the equipment or some of its parts, leaving a record of whether the equipment or part of the equipment was found to be in good condition, regular or poor condition at the time of the review.


Procedure to carry out the activity

The procedure is a text field that allows describing the way to carry out the work.

Since the procedures are often used repetitively, the MP allows them to be stored within a Auxiliary catalog of procedures, which will allow us to select them without having to retype them each time.

To edit the information of the procedures, this can be done from the activity capture screen and if we want to modify the content of a procedure previously saved in the catalog, we must do it from the module Auxiliary catalogs of Main menu.

In many cases it is convenient to use the procedure text field to describe a set of activities that may be implicit in the main activity.

Let us take as an example a major maintenance activity of an engine. Said activity implies the carrying out of various activities. For practical purposes, it is easier to record a single activity, i.e. major engine maintenance, and in the procedure text field, make a full description of the implicit activities and how to carry them out.


In the example shown above, the control and administration is simple since when indicating to the MP that the activity has been completed, it will be enough to “dock” only one activity, that is, the major maintenance activity.

The disadvantage is that since it is a text field, in this way there is no individual control over each of the activities described in the procedure.

Now note that the maintenance plan shown below is equivalent to the maintenance plan shown above. The basic difference is that in this second option, the activities involved in major maintenance are broken down. This second option allows the control and programming of the activities involved in major maintenance independently, at the sacrifice of the simplicity offered by the option indicated above.

\ MOTOR \ JUNCTION BOX Inspection Every 18 months
\ MOTOR \ ROTOR Inspection and cleaning Every 18 months
Inspection and cleaning
Every 18 months
Every 18 months
Every 18 months

Finally, the decision to choose one or the other option will depend on how the user wants to handle it.

Safety notes, images and attachments from the activity

  • Notes
    In addition to the activity description, the user can document notes for each activity.
  • Images
    The MP also allows documenting images that illustrate, for example, a procedure, lubrication points, etc. related to the activity, which can be printed with the work order.
  • Attachments
    To complement the documentation of the activity, it is possible to attach attached files such as PDF, DOC, CAD, etc., such as manuals, technical specifications, plans, etc.

Requirements to close or include the activity in an OT

When editing an activity, the MP optionally allows the user to indicate the following requirements, if necessary, by checking the corresponding box:

  • Requires prior authorization before generating the OT []
    Activities with the corresponding box checked can only be included in a work order by authorization. The authorization consists of typing a password from an authorized supervisor when generating the OT.
  • Requires Vo. Bo. to close the OT []
    Once activities have been carried out, the user must indicate in the MP that the work has been carried out so that the MP can reschedule the next date for when it must be carried out again.
  • Activities that have the “Requires Vo. Bo. to close the OT “they can only be closed or marked as carried out with the authorization of a supervisor authorized to do so. The authorization consists of typing a password from an authorized supervisor when marking the activity as done.
  • Other requirements [ ]
    For other requirements, there is an auxiliary catalog of requirements. In this catalog, the user will be able to document other requirements, which will be printed when the work order is printed. For example, authorization for work at height, need for special safety equipment, etc.

Delete activity

To delete the selected activity, press the tool Eliminate within the “Parts” section of the Parties and activities. You cannot delete the activity if it is included in a work order.

Copy, cut and paste activity

The MP allows copy, cut and paste activities from one party to another. This function is useful when an activity has to be carried out to different parts of the team, it is even possible to copy activities from one plan to another.

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