Maintenance Strategy

Overview

A manager from his Role Center can open:

• Maintenance Strategies
• Maintenance Strategy Overview
• Archived Maintenance Strategies

Maintenance Strategies from the Manager Role Center.

Maintenance Strategy Overview from the Manager Role Center.

Create Maintenance Strategy

To create a maintenance strategy search for and open Maintenance Strategies. Here you can add a new maintenance strategy or edit existing ones. Dynaway prepared three strategies that you can create from the Asset Management Setup. The strategies are: Predictive, Preventive, and Run to Failure.

You can edit them or use them if they fit your needs.

On the Maintenance Strategy card, you can define:

• Code
• Description
• Order (in which order strategies will be shown on the overview)
• Maintenance Strategy Lines

Maintenance Strategies.

Create Maintenance Strategies.

Maintenance Strategy Card.

Maintenance Strategy Lines

Maintenance Strategy Lines are a crucial part of the maintenance strategy document. This is where you can define the filter for your strategy. In this case, a filter represents a rule for a selected strategy.

To define the rule you can use:

• Negative - Defines if the statement is a negation. This can be used when you want to omit, for example a counter, in which case counters will not be taken into consideration when the system checks for maintenance strategies.
• Expression - Used when you need to add more than one statement.
  • you can use: (, ), AND, OR, NOT.
    • The parentheses are used when you want to create a connection between two or more statements, which means that multiple statements are considered together. To a parenthesis, you have to add another statement. Example: one statement is specified as true, and two statements in a parenthesis are specified as false.
    • AND adds more statements to check for.
    • NOT specifies which statement(s) exists that should not be taken into consideration.
• Note: each new Type must be separated with the expression.
• Type - Define what you are taking into consideration for the filter, you can use:
  • Asset
  • Work Order Frequency
  • Work Order Plan
  • Work Order
  • Posted Work Order
• Filter - Define the filter that you want to use on the maintenance strategy. Available fields are defined by the Type of the line.

Use the Test action (from the toolbar) to check if the created strategy works and if there are no issues with the statements.

Maintenance Strategy Lines.

Add Maintenace Strategy to Assets

Once created, the Maintenance Strategy can be assigned to an asset.
You can do it directly from the:

• Asset Card (the Expected Maintenance Strategy field).
• Maintenance Strategy Overview report.
• Asset Category card for all assets with this category.
  • specify the Expected Maintenance Strategy on the Asset Category Card.
  • select the Update Maintenance Strategy action from the toolbar.
  • you should be notified how many assets were updated.

Asset Card.

Maintenance Strategy Overview.

Asset Category Card.

Update Maintenance Strategy from the Asset Category.

Maintenance Log

You can define if you want to collect information (in the Maintenance Log Setup) about changes done to the expected maintenance strategies on assets.

If your setup defines that these changes must be collected, relevant information is visible on the Maintenace Log of the selected asset.

Maintenenance Log Setup.

Maintenance Log.

Maintenance Strategy Overview

When strategies are created and assigned to assets, you can check if the assets are complying with them. On the overview, you can check up to 30 maintenance strategies.

To do this search for and open Maintenance Strategies Overview.

From the list you can use the actions:

• Calculate Current Strategy - is refreshing the overview and checking if strategies comply.
• Asset Card - to open the asset card of the selected record.
• Archive - to archive the current maintenance strategy overview.

On the overview, you see some data about asset no., description, or category, but also Expected Maintenance Strategy (you can change it here but remember to recalculate the current strategy after this change). The rest of the columns are created from the list of existing maintenance strategies.

Here you can see:

• Yes - expected strategy complies.
• Comply - maintenance strategy is complied with but was not expected.
• Missing - expected strategy does not comply.
• when the field is empty - the maintenance strategy was not complied with and is not expected.

Comply (or yes) means that at least one record exists in the system that fits the rule defined in the maintenance strategy.

Maintenance Strategy Overview.

Archived Overview

When you archive the maintenance strategy, you archive the current view, which you can go back to later to for example compare it with another view.

To do this, search for and open Archived Maintenance Strategies.

On the Archived Maintenance Strategy Card, select the Compare To Current button.

On the Archived Maintenance Strategy Overview, you can see what the Expected Maintenance Strategy is and check if strategies are/were complied with.

From this card, you can also:

• Calculate Current Strategy - refreshes the overview and checks if strategies comply.
• Archive - to archive the current maintenance strategy overview.

On the list, you can check if the current strategy complies and if it complied when the maintenance strategy was archived (NOW/IN THE PAST):

• Comply/Comply - is complied and was complied.
• Missing - is missing and was missing.
• Comply - is complied but was missing.

Archived Overview.