Maintenance Period

Module Guide: Maintenance Period

Module Location

Settings > Maintenance - Fixed Assets > Maintenance Period

Module Purpose

The Maintenance Period module functions as a planning calendar for maintenance activities. Unlike the Asset Usage Period, which is based on operational cycles (hours, km), this module is used to define a specific time window or calendar period (e.g., "Annual Maintenance 2025," "Q4 Inspection Schedule") during which a series of maintenance activities will be planned and executed.

1. Main View (Maintenance Period List)

The main page displays all calendar-based maintenance schedules or periods that have been defined.

View Explanation

• Filter: Allows for a quick search based on Period Code.

• Period List Table:

  • Period Code: A unique code for each schedule period.

  • Period Name: A descriptive name for the schedule (e.g., "2025 Machine Audit Schedule").

  • Period Type: Describes the type of schedule (e.g., Daily, Monthly).

  • Period Start Date: The start date of the maintenance time window.

  • Period End Date: The end date of the maintenance time window.

• Currently, the table shows "...No Data...", which means no schedules have been created.

• Action Buttons:

  • New: Opens the form to create a new maintenance period.

  • Delete: Deletes the selected period.

2. Add Maintenance Period Page

This form is used to define a specific maintenance period.

View Explanation

• Basic Information:

  • Period Code and Period Name: A unique identity and description for the schedule (e.g., "SHUTDOWN-OCT25," "October 2025 Plant Maintenance").

  • Start Date and End Date: To define the exact date range when this maintenance schedule is applicable.

  • Schedule Type: The frequency or basis of the schedule within the period (e.g., Daily).

• Asset List: Determines the scope of assets included in this schedule.

  • All Assets: If selected, this schedule applies to all registered assets.

  • Select Assets: Allows the user to select specific assets to be included in the maintenance plan for this period.

• Cancelled: A checkbox to mark whether this maintenance period has been cancelled.

3. Steps to Create a Maintenance Period

1. From the main page, click the New button.

2. Fill in the Period Code and Period Name.

3. Set the Start Date and End Date to create the maintenance time window.

4. Select the Schedule Type.

5. Specify whether the schedule applies to All Assets or Select Assets.

6. Click Save.

4. Integrated Workflow & Business Process

• Large-Scale Maintenance Planning: This module is ideal for planning coordinated maintenance activities that involve many assets at once, such as an annual plant shutdown.

• Basis for Work Plan Creation: The period created here becomes the basis for the Maintenance Manager to create a more detailed Maintenance Work Plan. The system will present a list of all assets that must be maintained within the specified date range.

• Resource Allocation: By knowing there is a major maintenance schedule (e.g., from October 20 to November 20), the maintenance department can plan the allocation of technicians, order spare parts, and inform the production department about potential downtime.

• Schedule Compliance Monitoring: This module allows management to track whether the maintenance plan set for a specific period (e.g., Q4) was successfully executed according to the schedule.

5. Tips & Important Notes

• This module focuses on when maintenance is done (calendar-based), while the Asset Usage Period module focuses on the trigger for maintenance (usage-based). They complement each other.

• Use clear naming for the Period Name (e.g., "2025 Year-End Maintenance") to make it easily identifiable.

• The All Assets option should be used with care as it can generate a very large work plan. This option is best suited for general inspection activities or full-scale simultaneous maintenance.