I'm seeking advice on how to suppress one PM instance when another PM workorder is generated.It's a scenario that is not easy to master in maximo.
I have sequence based on a 6 week cycle, an annual cycle of which can be managed using a 48 week year, however the next series occurs at 18 month intervals. In addition the tasks on each JP are repeated each time. So i was hoping to run two PM's in parallel with the major services suppressing the minor services when they both became due at the same time.

Cheers

Geoff

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If it is acceptable for the "Annual" PM to be every 54 weeks instead of 54 you can use one PM with job plan sequence. Then you create 2 job plans, one with the 6 week steps and the second with the 54th week steps. Set up this way Maximo will generate the work order with the 6 week job plan but every 9th sequence it will use the "Annual" job plan. In addition if the "Annual" job plan repeats some of the same steps as the 6 week one and builds on top of that you can use nested Job Plans so that if you need to make changes to the 6 week plan you only have to update the one job plan and it will be reflected on both job plans.

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If I understand the requirement right, the same PM should do the following:

1. Every 6 weeks it runs and executes a certain job plan (lets call it JP1)
2. Once a year (i.e. 48 weeks) it will run, and instead of JP1, it will execute the yearly job plan (lets call it JP2)
3. Every 18 months (i.e. 72 weeks) it will run, and instead of JP1, it will execute the 18 months job plan (lets call it JP3).

Maximo provides that functionality out of the box using the "Job Plan Sequence" tab on the PM. Here are the steps:

1. Create your PM and on the "PM" tab assign JP1 (the 6 weeks job plan)
2. On Frequency tab under "Time Based Frequency" assign Frequency = 6 and Frequency Units = WEEKS . So far this means every 6 weeks the PM will run and generate a WO with job plan JP1.
3. Under "Job Plan Sequence" you will find an entry with JP1 and Sequence = 1
4. Add a new row and select JP2 (the annual job plan). Now I will explain the "Sequence" field. Your first entry is Sequence = 1 and that sequence runs once every 6 weeks (that's how we set it up) so in the case of the annual job plan 1 year = 48 weeks = 8 * (6 weeks: 6 weeks is our unit of measure so we always use multiplies of 6 weeks to calculate the sequence field); so for JP2 we should set Sequence = 8 and what that means is when JP1 is executed the 8th time (6 weeks * 8 = 48 weeks = 1 year) execute JP2 instead of JP1.
5. Add a new row and select JP3 (the 18 months job plan), same math: 18 months = 72 weeks = 12 * (6 weeks) so Sequence = 12; so when JP1 is about to be executed for the 12th time (i.e. 18 months) the PM will use JP3 instead of JP1.

I have print-screens for clarification on PM tab, Frequency tab and Job Plan Sequence tab if required. 

Hope that helps Geoff.

Helen Fisher

Marketing Manager at BPD Zenith

Happy to be contacted at: helen.fisher@bpdzenith.com

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Hi Helen

I'm fully across the standard pm sequence function

My sequence covers 9 job plans and results in a sequence with 168 steps in
it

The lowest frequency is 6 weeks ( or km equivalent) but the math falls over
when the long range major services are due

There is no forecasting at the moment as the kms vary day by day so the
users run an external spreadsheet to keep all in synch

I was exploring the possibility of splitting into two PM's one for the 48
week cycle using the 4 shorter plans and the second for the major services
which operate off an 18 month or 75000 km cycle

When I map this out a few of the majors ( not many) coincide with a minor
service

I know that Maximo does not support suppression between PM's so I wondered
how others may have addressed this as the tasks on the plans accumulate and
two work orders could confuse the users

The bonus of splitting them and shifting from meter to time based pm is the
ability to predict events with greater accuracy and provide long range
budget and forecasting using scheduler for the major services

Hope this explains the situation I'm considering

Geoff
On Tue, 1 Aug 2017 at 4:31 pm, Helen Fisher
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Geoff, thanks for the additional information, let me get a better response for you.

Helen Fisher

Marketing Manager at BPD Zenith

Happy to be contacted at: helen.fisher@bpdzenith.com

#Maximo
#AssetandFacilitiesManagement

Hi Geoff - Are you able to explicitly list the PMs and their schedule (frequency) you want PMs performed? The scenario is easier if you just use time based, but it also sounds like you want PMs performed if the meter reading is met first before the next due date.

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Hi Geoff,

Have you looked at using Org Settings > PM options > WO Generation where clause - to suppress which PMs are generated?   We have used this to avoid duplicate open PM workorders for PMs that have both time and meter based frequency.

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Thanks to everyone who replied. It looks like I would need to request configuration from our technical team if the option to suppress is required. I'll add this to my design options and see how the business responds 

Cheers

Geoff

#AssetandFacilitiesManagement
#Maximo