The following is the recommended flow of activities for preventive maintenance:
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Start the Maintenance module and define the raw PM activities, tasks, and attachments. For details, see Preventive Maintenance Preliminary Activities.
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Open the Schedule Preventive Maintenance Event — Find Items dialog and select the required tag numbers for which you want to schedule a PM job.
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If the instrument requires calibration, enter the appropriate calibration settings for the selected tags. For details, see Define Tag Calibration Settings.
Failure to define the calibration settings prior to starting the Maintenance module
result in the inability to enter the calibration values when entering preventive maintenance
details. The Calibration As Found/As Left dialog will not be accessible. Therefore, it is essential that you enter the calibration
settings for the selected tags before you schedule a PM job from the browser view.
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Associate the tag category and criticality as needed. For details, see Associate Tag Category and Criticality.
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On the shortcut menu, select Maintenance > Schedule Preventive Maintenance Activities.
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Create the new schedule for the PM activity. For details, see Schedule Maintenance.
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Start the Maintenance module and fill out the PM activity details as required. For details, see Enter Preventive Maintenance Details.
At this stage, you can also issue work requests and open repair forms for the instruments
as needed.
When saving PM activity details, Smart Instrumentation prompts you to create a work request if the status of the PM activity is Failed. Selecting Yes creates the Preventive Maintenance record and opens the Work Request dialog where you can create a repair form.