CMMS : Automatic planning of preventive tasks

In the CMMS Software Factory Systems, preventive maintenance tasks are called “standards”, whether cleaning tasks, inspection, lubrication or maintenance.


These different standards are represented by their own icons which are displayed, when the time is right, on the representative photographs of the equipment.

The technician will be responsible for performing the tasks and validating them by clicking directly on the icon.

Frequency of realization

Through the preventive standards management tool, the maintenance manager will precisely define the frequency of execution of the various tasks. This frequency will be chosen among different modes :

  • according to the calendar time (examples: by day, by week, by month, by year, at such time, in such team, …)
    depending on an external measurement carried out by an agent (example: weekly or monthly meter reading of gas, electricity, water, machine hours, …)
  • according to an external alarm sent directly by the equipment concerned
    according to an internal measurement recorded by the CMMS software (example: the quantity of manufactured products)
    according to the wishes of the planner and production requirements (tasks on demand)
    for single execution, as part of the construction of individual devices

How is the technician informed that he must perform his standards ?

Several choices are possible and depend primarily on the organization of work.

In a small or medium structure, the technician will open his CMMS software at the beginning of the day and follow the instructions on the screen.

  1. Filter on his group and his schedule.
    2. The standard button lights up if there are tasks to be performed according to the order:
    to do soon.
    to do today.
    to catch up because late.
    3. Upon acknowledgment after completion of each task, the buttons go out.

In a large structure, the use of resource planning is preferable. In this context the maintenance manager will organize the tasks of his technicians either by a day-to-day planning or by a fully automated planning thanks to the following functions:

1. Planning by experience: in this case, the most experienced person in the group receives the tasks in priority.
2. Planning by versatility: in this case all members of the group receive each turn different tasks.
3. Planning dedicated to a person: here the task is always entrusted to the same person, if it is present.

It is obviously possible to interrupt at any time and correct manually. Each technician will be automatically given the list of his work for the day or for the week.