Shiftable PPMs and Shiftable Family PPMs

From Version 4.3.0 Shiftable Family PPMs are introduced to enable greater functionality and flexibility with regards to shifting PPMs.

Certain Statutory PPMs need to be performed on a regular basis within a time frame e.g. the Task must be completed within 1 month of the previous Task being completed.

Therefore if a Task has been completed early one month then the PPM pattern would need to be altered to reflect this e.g. A PPM is due on the 15th of the month, it is actually completed and moved to history early, on the 13th of the month.

Due to the PPM being completed early the next schedule date should now be for the 13th of the following month.

In addition to this single PPM shift, MRI Evolution can shift all PPMs within the family to reflect the new Service Date(s) with the use of the Controller function.

Note: MRI Software recommend that the Shiftable Family PPM function is used in instances of MRI Evolution on 4.3.0 and above. It is also recommended that Shiftable Calendar and Shiftable Family PPMs are not used in conjunction with each other on a single Asset as this may cause cross date and shift anomalies

If PPMs are set up as Shiftable Family PPMs, when the Task is moved to History will either automatically move the PPM schedule or ask the User if they would like to shift the PPM.

Note: For MRI Evolution to prompt a User to shift a PPM the check box "Prompt before rescheduling Shiftable PPMs" against the Contract must be ticked.

Available from 6.4.1.0

An issue has been resolved that related to the system checking all PPMs to see if they are part of a Family. It was not catering for the special condition where the Family field is blank, therefore when the PPM Family of the Controlling PPM is blank, other PPMs (for the Same Asset and Contract) that also have a blank Family were being included in the shifting. This should not have been occurring and has been fixed.

To create PPMs see Planned Preventative Maintenance - PPMs

Shiftable Family PPM

Task Management > PPMs

To create a Shiftable Family PPM the PPM Class must be set to Shiftable Family PPM.

The Controller box is to be checked for Shiftable Family PPMs to distinguish the Controlling PPM alignment

Example:

  • An Asset has a Monthly, 3 Monthly and 1 yearly PPM set against it.
  • The 3 Monthly and 1 Yearly PPM have the Controller box checked against them.
  • All of these PPMs have been set up in the same family.

If the monthly PPM is finished early it will not shift anything in the family as it is not a controller PPM.

If either the 3 monthly or Yearly PPM (these are Controller PPMs) are Finished early and the PPMs are shifted it will shift the schedules for all PPMs within the Family.

So the Monthly, 3 monthly and 1 Yearly will have their schedules shifted to remain aligned.

Note: Without the Controller box checked for at least one of the PPMs within the family, Shiftable Family PPMs will not work.