Maintenance plan (SAP Library - Customer Service (CS))

Maintenance plan

Definition

Description of the maintenance and inspection tasks to be performed at maintenance objects. The maintenance plans describe the dates and scope of the tasks.

Use

You can create maintenance plans for the technical objects in your company, thereby ensuring that your technical objects function optimally.

How do I Structure Maintenance Plans in a Meaningful Way?

When creating a maintenance plan, you can take your company's method of working into account and, for example, control whether the system should generate a common order or separate orders for the objects to be maintained:

You have several objects that must be maintained on different dates. You create a separate maintenance plan for each object to be maintained. The system should generate a call object (for example, an order or a notification) on a due date for each object. This method of structuring is the one most frequently used as it is very flexible. (See Example 1)

You have several object that must always be maintained on the same date and with the same cycle (for example, every 6 months). For a due date, the system should

Generate a separate call object (for example, an order or notification) for each object to be maintained (see Example 3)

Group several objects to be maintained in one call object. This grouping is only possible for the call object "Order", as only orders can have an object list. (See Example 2)

Which maintenance plan do I use?

The maintenance plan you use depends on the type of maintenance planning that you would like to use in your plant:

Single cycle plan or strategy plan (time-based or performance-based)

If you want to perform time-based or performance-based (counter-based) maintenance planning, you can work with both single cycle plans as well as strategy plans. For more information, see Single Cycle Plan and Strategy Plan.

Multiple counter plan

If you want to combine maintenance cycles from different dimensions (for example, time and distance), you can use multiple counter plans.

Maintenance plan for service procurement in Purchasing

If you want to use maintenance plans to process regular services, for example, the monthly maintenance of an elevator or a photocopier, you can use the maintenance plan for service procurement in Purchasing.

Maintenance plan with reference to an outline agreement

If you want to determine agreed deadlines for activities due as part of a cycle, you can use the maintenance plan with reference to an outline agreement.

Automatic Issuing of WCD Objects

You can automatically issue WCD objects for orders that the system creates for a maintenance call. Thereby all WCD objects that are necessary for the execution of a lockout/tagout are created.

What Controls the Maintenance Plan Category?

When you create a maintenance plan, you must specify a maintenance plan category which determines, among other things, which maintenance call object the system generates for a due maintenance call (for example, a maintenance order, service entry sheet, or notification). For more information, see Maintenance Plan Category.

Structure

A maintenance plan basically consists of the following elements:

Maintenance item(s)

A maintenance item describes which preventive maintenance tasks should take place regularly at a technical object or a group of technical objects.

A maintenance plan automatically always contains a maintenance item. You can create additional maintenance items directly in the maintenance plan, or assign existing maintenance items which have not yet been assigned. Exceptions to this rule include maintenance plans for service procurement and maintenance plans with reference to an outline agreement. These plans have only one maintenance item.

For more information, see Maintenance Item.

For the call objects maintenance order (PM order) or service order, you can describe the necessary activities using a task list which you assign to the maintenance item.

Maintenance plan

The maintenance plan contains scheduling information from the following sources:

For single cycle plans, from the maintenance cycle

For strategy plans from the maintenance strategy assigned to the maintenance plan

For multiple counter plans from the maintenance cycles

From the scheduling parameters specific to this maintenance plan

When you schedule the maintenance plan, this information is used to calculate the due dates for the maintenance operations to be performed on the assigned technical objects.

For more information about scheduling, see Scheduling.