Components

Maintenance Management - HSO NN > Setup > Component

Bestides the equipment, in Maintenance Management it is also possible to work with components. These components can be used for multiple reasons. In general components are used in an equipment structure to define sub sections of the equipment to define operations on the machine sections in detail. However, these sections are not relevant enough to track financially. Components can be linked underneath the equipment and these components are always the lowest level in an equipment structure.
The components can als obe used for the operations since an operation is always related to a combination of a component type, an equipment type and a maintenance schedule. For use see operations.

Component types

Maintenance Management - HSO NN > Setup > Component > Component type

Field	Description
Component type	Unique identifier of the component type.

Description	Description of the component type.
Details
Meter type	The related meter type in case the component is used as a meter.
Parent equipment types
Remaining equipment types	The remaining equipment types can't be used in the creation of a structure with this component type. It can only be used, if the remaining equpment type will add to the "component of" table.
Component of	The selected equipment types can be linked to this component type. This means that underneath the equipment type XXX it is allowed to add component YYY. This setup is like the setup of component types from the equipment type will add to the "component of" table

Button operations

This button opens the operation form, filtered on the selected component type. See operations for these setup.

Button copy fields from

Field	Description
General

To
Component type	Component type that needs to be copied to
Table	Which table the fields need to be copied to? This can be either from the equipment type or a project.
Field name	The field name that is used to copy to
From
From	Which component type must be copied from.

Table

Which table the fields need to be copied from? This can be either from the equipment or a project.

Field name

The field name that is used to copy from.

Operations

Maintenance Management - HSO NN > Setup > Operations 

When a task is performed, it can be helpful to be able to have some reference values to check if a specific aspect of the equipment is ok or not. I.e. a technician is checking the oil level of a motor. The technician measures in liters. In the reference values and reference group, it is defined that het volume of the oil can vary between 0,9 and 1,1 liter. When the return value is 0,8 liter the return status is "not OK", when the return value is 1,0 the status is "OK".

Reference groups

Maintenance Management - HSO NN > Setup > Operations > Reference groups

Field	Description
Code	Identifier for the reference group

Name	Description of the reference group.

Reference values

Maintenance Management - HSO NN > Setup > Operations > Reference values

The reference values are defined per reference group and their sorting determines which refrences are OK and which are not OK. When on the operation is defined that the reference value is 6 than only 6 and the ones standing beneath 6 are OK values.

Field	Description
Group	First define the group in the dropdown in which the reference values should be.

Check type

Code for the reference value.

Name	Description of the reference value, often the same as the check type.

Component parts

Maintenance Management - HSO NN > Setup > Operations > Component parts

Component parts can be used for the parts of a servicealbe item that isn't relevant as an equipment or component. These parts are typically teh generic parts of a serviceable item lik a power plug or cable. These parts can be serviced but are never part of an equipment structure. While registering operations on a work order task, per operation can be defined on which part the operation was performed.

Field	Description
Part	The code of the part. This code will be visible on the work order task.

Description

Description of the part.

Operations

Operations are recurring standard actions to be executed (possibly in a maintenacne schedule) for a specific type of components. These actions are presented as a checklist, effectively a detailed work instruction to accompany the maintenance tasks. In total 5 operations exist, check, measure, counter readout, calibrate, exchange and operation.
Note: In scheduling, the sum of time estimates defined with the operations is added to the time estimates defined with the equipment types involved in the event. For this reason, the event codes should only account for "overall / Overhead", as detailed time is calculated from the operations.

Field	Description
Operation No.	Unique identifier for an operation. The number will be assigned based on the parameter settings.

Type of operation	Type of operation, choose from dropdown.
Description	Description of the operation. This description will also be printed on documentation.
Details
Identification
Maintenance schedule	The maintence schedule related to this type of operation. It is mandatory to link an operation to a maintenance schedule. When linked to a manual maintenance schedule, it will be a generic operation. These generic operations will be presented in the task.
Equipment type	The equipment type related to this type of operation.

Component type	Component type related to this type of operation. An operation is always linked to a component type. Enter description here
Estimation
Estimated duration	Estimated duration of the operation. When used in preventive maintenance, this duration will be added to the total estimated number of hours of the task.
Frequency
Frequency	Defines how many times an operation should take place in a defined period. Only used in preventive maintenance.
Period	Definition of the period in combination with the frequency. Only used in preventive maintenance.

Usage volume

Give the volume in comma separated values, related to the volume usage unit. The operation should be performed when this quantity is reached. Note: There is no automatic volume checking.

Usage volume unit

Unit of the volume, i.e. running hours, kilometers, etc.

Setup

On the setup tab, you can define the reference values for the operations. Per type operation the reference value fields will be different. These reference values will be presented when selecting the possible types of operations. The operation type check is linked to a reference group. The other types of operations have reference value setting which can be defied on the operation. The fields can valy based on the operation type.

Reference values
Return value type	The return refernce value can be manual or equipment property. When manual is chosen, the upper and lower limits need to be defined on the maintenance operation. When equipment property is chosen, the upper and lower limets can be linked to fields of the equipment property sheets.
Return reference type	The possible options are interger, real or alphanumeric.
Upper limit	The upper limit as applicable for this operation. This upper limit will be visible on the workorder task and the relevant documentation.
Lower limit	The lower limit as applicable for this operation. This lower limit will be visible on the workorder task and the relevant documentation.
Unit	The unit of the measured return value.

Part	The (spare) part related to the operation. The part is not integrated into the product master data of Microsoft Dynamics 365 for Finance and Operations.

Resources

Location codes

Maintenance Management - HSO NN > Setup > Resource > Location codes

A location code can be specified for equipment. This location code can be used for multiple purposes. The region code can be usedfor filtering options. Once equipment is linked to a location, it can be used for filtering options in wor korder list page as well as selection criteria while creating a new workorder. Based on the resource selection setup location codes can be matched with a resource (group) in order to able to forecast the work on the appropriate resource (group). Be aware that this is only used for forecasting. During scheduling there is no location check.

Field	Description
Location code	Unique code for the region. This code will be visible in multiple screens.

Description

Description of the location code

Resource selection setup

Maintenance Management - HSO NN > Setup > Resource > Resource selection setup

The resource selection setup is used for a variety of combination which resource should fit best for a certain maintenance task.

Field	Description
Equipment route type code	Relation type to use the regional selection.

Location code	Select either a region code in case of "group" or equipment in case of "table". Select none if the option "all" was selected in the previous field
Skill type	Relation type to use for the skill selection
Skill	Select either a region code in case of "group" or equipment in case of "table". Select none if the option "all" was selected in the previous field

Resource

Select the resource (group) which best fits to the previous settings.

Maintenance Schedules

Maintenance Management - HSO NN > Setup > Maintenance schedule > Maintenance schedule

A frequency schedule is activated for an individual piece of equipment. Per equipment one or multiple maintenance schedules can be defined and later activated in the maintenance plan screen. The maintenance schedule is based on a schedule type which can be: Manual, Frequency and interval.

Field	Description
Setup

Usage volume unit	The unit used for the usage volume. I.e. hours, kilometers. This is used for information purpose only
Schedule type	In total three different types of scheduling are applicable. Frequency: Number of visits in a period Interval: Maintenance after a predefined usage, i.e. hours, kilometers, etc. Manual: Visit lines define manually operations, to be used outside of the normal scheduled maintenance.
Maintenance plan type	In total two types of maintenance plans are applicable: Static: When the plan is of the type static, the proposed dates of the maintenance tasks will stay the same as defined in the maintenance plan. Dynamic: When the plan is of the type dynamics, the proposed date of the next maintenance task will be update based on the realization date of the previous maintenance task. I.e. when you normally do maintenance every first of the month and one of the tasks is realized on the third of the month, the next maintenance task will be proposed based on this realized date and therfore will also be on the third of the month.
Equipment types
Remaining equipment types	These remaining equipment types can't be linked to this maintenance schedule.
Selected equipment types	The selected equipment types can be linked to this maintenance schedule.

Frequency lines
No of visits	Number of visits that must take place within the defined period. I.e. 1 visit per 1 month.
Frequency period	Number of periods. This value is related to the period in the period column
Period	Period for the number of visits
Margin days early	When (re)scheduling a maintenance task in the graphical planning, a popup wil appear when the task is scheduled earlier that the allowed margin. This popup is shown to indicate that the scheduled date is outside the normal allowed bandwidth.
Margin days later	When (re)scheduling a maintenance task in the graphical planning, a popup wil appear when the task is scheduled later that the allowed margin. This popup is shown to indicate that the scheduled date is outside the normal allowed bandwidth.

Force	If ticked, this vist always applies
Usage	The maximum usage in the period. This value is related to the primary meter and is used for calculating the planned maintenance date.
Event code	The event code that will be used to create the work order task. Make sure that this event code can be used with the different equipment types.
Task list template	Instead of creating one task via the event code selection, it is also possible to create multiple tasks when working with planned maintenance. This can be done by using the task list template. In the task list template, it is possible to define multiple event codes that should be used for the creating of planned maintenance tasks.
Work order type	Work order type that will be used when creating a work order task and work order from planned maintenance.
Work order status	Work order status to assign in the workorder type case.

Line details

The line details tab contains mostly the same information as discribed above. For explanation of solution code, cause code and complaint code, see statistic codes.

Button operations

See operations

Button copy maintenance

With the button copy maintenance it is possible to copy an existing maintenance to a new maintenance.

Maintenance schedule selection

Maintenance Management - HSO NN > Setup > Maintenance schedule > Maintenance schedule selection

It is possible to make the selection of the maintenance schedule easier by creating a maintenance schedule selection. Based on the settings, you don't have to select a maintenance schedule manually, but you can use the auto selection check box in the maintenance plan. Based on the selected equipment, and the setup, the correct maintenance schedule will be added to the maintenance plan.

Field	Description
Equipment code type	Select one of the dropdown.

Equipment relation

Combined with the equipment code type, leave empty for all, select equipment type for group or equipment id for table.

Maintenance schedule

Select the maintenance schedule to be used for the combination set before.

Task list template

Maintenance Management - HSO NN > Setup > Maintenance schedule > Task list template

While setting up a maintenance schedule, it is possible to select either an event code to create on task or a task list template to create mulitple tasks as part of the maintenance plan. Based on the event codes defined in the task list template, multiple tasks can be created for the defined duration and the proposed group of resources. Per line task will be created in teh planned maintenance. All the tasks will be linked to one work order.

Field	Description
Task list template	Unique identifier for the task list template. This should be a logical name since this is shown multiple forms.

Description	Extended description for the task list template
Tasks
Eventcode	Select the event code(s) that need to be part of this task list template.
Description	Description for this line. This needs to be added manually.
Task list template	Task list template name
Group	Select a proposed resource group for this line. This resource group will be added to the hour line of the task for forcasting purposes.

Estimated duration

Enter the estimated duration in hours for this line.