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  • 1.  PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Posted 02-09-2022 10:51

    Hello everyone! 
    I'm a relatively new and novice user to Maximo. 
    I'm currently creating a PM that has approx 4 job plans within it. Below is a rough idea of my PM with 4 job plans (made generic for this forum):
    JP #1: Change Filter (every 3 months)
    JP #2: Change Belt (every 6 months)
    JP #3: Change Tank Water (every 12 months)
    JP #4: Replace Thermostat (every 24 months)
    The problem is - I'd like for all of the job plans to run 'independently' from one another, and not rely on the one before it to be completed before it releases the next JP.... not sure if that makes sense. 
    Currently it seems that in order for JP #2 to generate a work order, JP #1 must be closed/completed....? Is there a way around this? I'd like for all 4 JP's to not rely on the others to be completed if possible....​​​​​​thanks in advance to anyone that may be able to help me out here! 


    #Scheduling
    #WorkManagement

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    Jason Templer
    Lawrence Berkeley National Laboratory
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  • 2.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Maximo Certified
    Posted 02-09-2022 11:02
    Jason,

    What you are describing is a floating pm, which is determined by the check box "Use Last Work Order's Start Date to Calculate Next Due Date?" being unchecked. 

    Help is available



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    Christopher Winston
    Projetech Inc.
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  • 3.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Posted 02-09-2022 11:39
    Christopher - thanks for your response. Unfortunately this isn't the case as the box is already unchecked - so it is still requiring the first JP in the sequence to be closed/completed before it creates a WO for the next JP in the sequence. I'm trying to get all of the JP's to run individually and not rely on the prior one being completed before a WO is generated......






  • 4.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Maximo Certified
    Posted 02-09-2022 11:54
    Sorry for the confusion. Unchecked means floating, so the next work order won't generate until the first work order plus the time in the frequency. 

    Checking the box will make the PM 'fixed', so if the frequency is 30 days, then once it starts, a work order will generate every 30 days, even if the first work order is still open.

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    Christopher Winston
    Projetech Inc.
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  • 5.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Posted 02-09-2022 12:06
    Thanks Christopher - no apology necessary, my confusion :)
    Okay so the issue is - neither option will work for me...... 

    I think you misunderstood what I meant - and that I have 4 different Job Plans within one WO.... 
    I know how the frequency works for a PM with only one JP, but for multiple JP's within one WO, I need each of the JP to run independently - so for example if JP #1 has NOT been completed, JP #2, #3 and #4 will all execute and create WO's whether JP #1 has been completed/closed....

    Like in my screenshot below...... if the first JP 'Exchange Tank LCW' is open for say, 6 months..... in the meantime, I want the other JP's to generate work orders regardless:

    image.png





  • 6.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Maximo Certified
    Posted 02-09-2022 12:21
    To make them truly independent, then they will need separate pm's. Take a look at the View Sequence, to see how they will come out, and keep in mind, the frequency on the pm is what drives everything. So, if the frequency on the pm is every 6 months, then the pm will only generate a work order every 6 months. 



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    Christopher Winston
    Projetech Inc.
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  • 7.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Posted 02-09-2022 12:37
    Christopher - thanks for this info.... so it sounds like for my needs - I will have a separate PM for each JP, since I need them to run independently from one another. Thanks for clarifying this! 





  • 8.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Posted 02-10-2022 09:36
    Hi Jason,  you might consider combining the job plan tasks, i.e.

    PM1
       JP1   3mos   seq 3
       JP2 + JP1 tasks 6mos  seq 6
       JP3 + JP2 + JP1 tasks 12mos  seq12
    PM2
       JP4  24mos

    This at least keeps you to 2 PM's, as opposed to the 4 separate PM's.

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    Kevin Hutson
    NAES Corporation
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  • 9.  RE: PM with Job Plans, possible to have each JP not rely on previous to be completed?

    Maximo Certified
    Posted 02-10-2022 16:18
    Hi Jason,

    I think that there is still utter confusion!  Firstly, let's discuss the word independent. You have four job plans: A, B, C, and D.  The frequency does not matter.  Typically, each subsequent job includes all the activities of the prior, but this is not always true, so this gives:
    (Scenario A)
    - B includes A
    - C includes B + A
    - D includes C + B + D

    In your case, I think your saying:
    (Scenario B)
    - B = B
    - C = C
    - D = D

    I.e. the subsequent job plan bears no activities from the prior.

    This can mean that when D is release A, B, and C could also still be active.  Move forward one cycle, it could mean that when A is released that in total there could be A, A, B, C, D because someone is not doing their job.

    As Christpher pointed to the  "Use Last Work Order's Start Date to Calculate Next Due Date?" field, he's correct.  This really means the fixed or floating.  Checked = fixed, unchecked=floating.  So, what's the difference. 
    - Fixed means that the PM will generate without regard if the prior generated work order has been completed. In other words, it keeps pump out the work order based solely on your frequency.
    - Floating means that the next work order will not be generated from the PM until that work order has reached COMP status.  As such putting the PM into a hiatus.  When that work order reaches COMP the next PM will generate based on complete date + frequency.

    You need four PM's as you are running scenario B and they need to be FIXED.  I say this because when you check the wiper blades you have indicated that it's all they do.  I don't believe that.  Unless your saying really that checking wiper you also don't check the water level or do the exchange tank at the same time.  Do you really want to bring the vehicle in three times in the same week to do three activities, NO.  At least in a well planned world the answer is no.  Yes you could move the work order such that the schedule dates align to bring the vehicle only once.

    There is still another solution that allows you to keep "as such" the independant job plans.  I say "as such" because I don't know where the job plans apply nor the exact tasks within each job plan, but that said, have you heard of nested job plans.  With nested job plans you add a task and reference another job plan, so B has a task for A, C has a task for B, and D has a task for C.   If you change a task in A, then when B, C, or D is generated, it automatically has the change.  There is a consequence for using nested job plans.  Each nested job plan will result in a child work order. 

    BTW job plans don't get completed, work orders do.

    I hope that gives you some ideas and perhaps clarity for the others.

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    Regards,
    Craig Kokay
    ISW
    Maximo Practice Manager
    eMail: ckokay@isw.net.au
    Phone: +61-411-682-040

    #IBMChampion2021
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