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      PM Plan

      By following these tips, you can create and manage PM plans in HxGN EAM to help you improve the reliability and efficiency of your equipment.

      To create a PM plan in HxGN EAM, follow these steps:

      1. Navigate to Work > WO Planning > PM Plans.
      2. Click New PM Plan.
      3. Enter a name and description for the PM plan.
      4. Select the PM schedule that you want to apply to the PM plan.
      5. Select the equipment that you want to include in the PM plan.
      6. Click Submit.

      Once you have created a PM plan, you can view and edit it at any time by navigating to Work > WO Planning > PM Plans and selecting the PM plan that you want to view or edit.

      To add activities to a PM plan:

      1. Navigate to Work > WO Planning > PM Plans.
      2. Select the PM plan to which you want to add activities.
      3. Click the Activities tab.
      4. Click Add PM Activity.
      5. Select the activity that you want to add to the PM plan.
      6. Click Submit.

      You can also copy existing activities to a PM plan. To do this, select the activity that you want to copy and then click Copy PM Activity. The system will create a new activity and populate it with the information from the selected activity.

      To generate PM work orders from a PM plan:

      1. Navigate to Work > WO Planning > PM Plans.
      2. Select the PM plan from which you want to generate PM work orders.
      3. Click the Generate Work Orders button.
      4. Select the date range for which you want to generate PM work orders.
      5. Select the equipment for which you want to generate PM work orders.
      6. Click Submit.

      The system will generate PM work orders for the selected equipment and date range. You can then view and edit the PM work orders as needed.

      Here are some additional tips for creating and managing PM plans in HxGN EAM:

      • You can create PM plans for individual pieces of equipment or for groups of equipment.
      • You can create PM plans for different types of maintenance, such as preventive maintenance, corrective maintenance, and condition-based maintenance.
      • You can use PM schedules to define the frequency and timing of PM work orders.
      • You can use PM plans to generate work orders for multiple pieces of equipment at the same time.
      • You can use PM plans to help you budget for preventive maintenance costs.