Editing maintenance activity data

See in this section how to change the data for a maintenance activity. Some information can only be edited if the activity is in planning or execution; however, each status will be identified in the description.

General data

General data about maintenance activity should be entered in the General data subsection. It is important to remember that some fields are only enabled when the activity is at a particular step. See below, how and when fields can be filled:

ID #: This field will display the maintenance activity ID #. This field will automatically be filled by the system with a sequential number or with an identification mask if the resource has been configured in the standard activity of the maintenance plan. This field may be disabled if the mask resource is configured to not allow the ID # to be edited.

Plan: This field displays the maintenance plan, whose activity is being programmed.

Activity: This field displays the activity that was associated with the asset maintenance plan.

Asset(s): Below this field, the system displays the assets that will be verified through the maintenance activity execution.

Planning

In this section, the system displays the information regarding the planning of the maintenance activity.

Planning step: If the activity is in the planning step, the fields referenced in this section will be available for completion. Therefore, complete the following fields:

▪End: Enter the end date and time of the maintenance programming. The Duration field will be calculated automatically by the system.

▪Responsible team: This field will be filled with the team defined for the activity schedule.

In preventive maintenance activity, this field will be filled with the team responsible for the planning defined in the preventive maintenance plan (when the plan was created with the option to copy the data from the standard activity) or in the data of the associated standard activity in the plan (when the plan was created with the option of inheriting the data from the standard activity).

In programmed maintenance activity, this field will be filled with the team responsible for the planning defined in the data of the standard activity that was selected in the programmed maintenance activity.

In maintenance route activity, this field will be filled with the team responsible for the planning defined in the standard activity that was selected in the maintenance route item.

Execution step: If the activity is in the execution step (to be started or under execution) the planning information will be available for view only, since the fields are disabled.

Execution

This section presents the information regarding the execution of the maintenance activity.

Planning step: If the activity is in the planning step, the information regarding the execution of the maintenance activity is disabled. However, it will be possible to edit the Responsible team for the execution of the maintenance. To define a specific performer, enable this option by clicking on the button next to the Executor field and then, select the user that will execute the maintenance.

Execution step: If the activity is in the execution step (to be started or running), the fields regarding this section will be available for completion. Therefore, complete the following fields:

▪Actual %: Enter the percentage of maintenance performed. The system only considers activities as started when this field is filled with a value greater than 1. To keep the activity running, a value between 1 and 99 must be entered. If this field is filled in with 100%, the activity execution will be finished.

▪Responsible team: This field will be filled with the team defined to perform the activity.

Responsible technician

The completion of the fields in this section will be mandatory when performing the maintenance activity.

Service center: Select the service center responsible for the asset maintenance of this activity.

Responsible technician: Select the technician responsible for the asset maintenance of this activity. Only the technicians of the service center selected before will be available for selection.

Description: In the planning step, it is possible to enter a description about the verification activity, while in the activity execution step, the description will be displayed for viewing purposes only. This field has a Rich text editor, which allows the user to highlight the important points that may during the activity. The feature lets the user format text (set or change font type, size, and color, apply bold, italic, and underline), format paragraphs, insert tables, links, and images.

Priority: Fill out this field to define the priority of maintenance plan activities. In that case, select the desired evaluation method in the respective field. After that, the evaluation criteria will be displayed. Select the desired value for each criterion that will be displayed. The method to enter the available values and criteria will vary according to the configurations made in the selected evaluation method in the SE Asset component. The Result field will be filled out according to the values selected in the evaluation method criteria.

Attribute

The attributes of the maintenance plan are displayed in this subsection. During the planning step, the attributes listed may be filled out but not required. In the execution step, the attributes defined as required must be filled out.

This section will only be displayed if there are associated attributes in the standard activity (maintenance program and maintenance route) or preventive maintenance plan:

•In preventive maintenance activity, the system will display the attributes defined in the preventive maintenance plan (when the plan was created with the option to copy the data from the standard activity) or in the associated standard activity data in the plan (when the plan was created with the option of inheriting the data from the standard activity).

•In programmed maintenance activities, the attributes defined in the standard activity data that was selected in the programmed maintenance activity will be presented.

•In maintenance route activity, the attributes defined in the standard activity data that was selected in the maintenance route item will be displayed.

Activity

General information about the maintenance activity is available in this subsection. Fill out the following fields:

Procedure: Select the procedure to follow when performing the activity. Remember that, if the component is integrated with SE Document, the system will display the records from that system. Otherwise, the system will display the records created in SE Asset (File

Procedure).

Responsibility route: Routes responsible for the approval of the programming and the maintenance activity execution. These routes were previously configured in the standard activity associated with the asset maintenance plan.

Description: Use this text field to enter a necessary description of the maintenance activity.

Action taken: Use this text field to describe the actions taken during the execution of the activity. This field will only be displayed if the activity is in the maintenance execution step. This field has a Rich Text field, which lets the user highlight the important points that were performed during the maintenance activity. The feature lets the user format text (set or change font type, size, and color, apply bold, italic, and underline), format paragraphs, insert tables, links, and images.

Information about the activity will be copied from the standard activity that was associated with the maintenance plan, but it is possible to change it.

To check the details on how to proceed with the configuration or changes in the other sections of this screen, access the description of the corresponding section: