Scheduled preventive maintenance
Preventive maintenance forecasts
Workstation shift windows
Unscheduled preventive orders
Suggested non-working periods
Alternative workstation cover candidates
Which maintenance activities are scheduled
Which workstations may be affected
When preventive maintenance is forecast to become due
Which preventive orders still require scheduling
Whether maintenance overlaps with production shifts
Which non-working periods may be suitable for maintenance
Whether another workstation may be able to cover the affected work
Which activities may conflict with each other
Which maintenance orders require immediate planning attention
Users with maintenance viewing permission can review calendar events.
Users with plan visibility can review maintenance forecasts.
Users with maintenance-management permission can schedule preventive orders and update maintenance work.
Users without management permission may see the calendar without the Schedule Order action.
500-hour lubrication service
Monthly equipment inspection
10,000-item tooling check
Quarterly electrical maintenance
Additional production usage is recorded
Production usage slows down
The workstation calendar changes
The maintenance plan changes
The related preventive order is completed
A new service baseline is established
Is calculated from the maintenance plan
May move as workstation usage changes
Does not confirm that maintenance has been approved
Does not assign a technician
Does not reserve a maintenance window
Is not worked through the order lifecycle
Applies to one workstation
Has a Type, Priority, Status, and Impact
Can contain a checklist and parts
Can be assigned to a maintenance user
Can create a downtime or capacity-reduction window
Must be completed or cancelled through the order lifecycle
Review exact maintenance timing
Coordinate technician work
Compare maintenance with shift hours
Identify overlapping orders
Confirm when a workstation should be released
Review short maintenance windows
Coordinate the weekly maintenance workload
Balance technician assignments
Review several workstation shutdowns
Compare preventive and corrective work
Identify schedule congestion
Plan maintenance around production commitments
Review preventive-maintenance distribution
Identify heavily loaded maintenance weeks
Compare scheduled orders with future forecasts
Review overdue unscheduled work
Prepare monthly shutdown planning
Understand the broader maintenance workload
Review upcoming maintenance in sequence
Scan order dates without navigating calendar cells
Review events across a longer range
Prepare maintenance meeting agendas
Confirm upcoming work by date and time
Is the workstation expected to be working at this time?
Does the proposed maintenance overlap with production?
Is the maintenance scheduled before or after an active shift?
Does an overnight shift continue into the next day?
Is there a lower-impact maintenance period available?
1.
Open Maintenance â Planning Calendar.
2.
Enable Show shift windows.
3.
Review the workstationâs production schedule.
4.
Compare scheduled maintenance with the displayed shifts.
5.
Move or adjust the maintenance window when required.
2.
Confirm the maintenance plan.
4.
Review the Forecast Due By date.
6.
Enter the Scheduled Start.
8.
Review the estimated downtime.
9.
Review the production impact.
10.
Compare the schedule with shift windows.
11.
Review suggested non-working periods when available.
12.
Review cover candidates when available.
The order can move to Scheduled.
It appears as a real Preventive event on the calendar.
It is removed from the Unscheduled Preventive Orders list for that range.
The scheduled activity becomes visible in the Orders Calendar and Gantt views.
The workstation register can display it as the next scheduled work when applicable.
Fits the Estimated Downtime
Does not overlap an active shift
Accounts for overnight shifts
Falls within the available planning range
Ends before the forecast due date when a forecast is available
The displayed range does not contain a suitable non-working period
The Estimated Downtime does not fit
The workstation operates continuously
Available windows conflict with other maintenance
The forecast due date is too close
The calendar or shift configuration does not provide a valid opening
The required production capability
A compatible production stage
No conflicting maintenance
No critical production commitment
No active breakdown or Full Stop condition
Rescheduling the maintenance
Creating production inventory in advance
Using another production method
Coordinating overtime before maintenance
Splitting the maintenance into smaller windows
Accepting the planned production interruption
Scheduling a preventive order
Updating an orderâs scheduled dates
Changing a maintenance plan
Recording additional production usage
Changing a workstation calendar or shift
The Estimated Downtime fits
The period does not overlap production
Required technicians are available
Required parts are available
Safety and access requirements can be met
1.
Confirm that the order appears on the calendar.
2.
Confirm that the date and time are correct.
3.
Confirm that the order no longer appears as unscheduled.
4.
Confirm that it does not conflict with another critical maintenance activity.
5.
Confirm that production has been informed.
The maintenance window closes.
Workstation availability is restored.
The order remains visible as maintenance history.
A plan-linked Preventive order establishes the next service baseline.
The next maintenance forecast is recalculated.
The full three hours fit.
The maintenance ends before the forecast due date.
The required technician is available.
The required consumables and tools are available.
Production can accept the reduced-output period.
MO26-00003 moves to Scheduled.
The order appears as a Preventive event on the calendar.
It is removed from the Unscheduled Preventive Orders panel.
The order appears in the Scheduled column on the Maintenance Orders board.
The workstation register can display it as the next scheduled maintenance work.
1.
The technician opens MO26-00003.
2.
The Actual Start is recorded.
3.
The order moves to In Progress.
4.
The applicable Reduced Output capacity window begins.
5.
The technician completes the checklist.
6.
Part outcomes are recorded.
7.
The workstation is tested.
8.
The Resolution and Actual End are entered.
2.
Reviews the Galvanizing Bath production schedule.
3.
Identifies a four-hour non-working period.
4.
Confirms the order can be completed before July 23.
5.
Checks whether another workstation can cover the process.
6.
Confirms technician and part availability.
8.
Reviews the event in Week view.
9.
Confirms that no other critical Rolling or Galvanizing workstation is stopped at the same time.
The Full Stop window becomes active.
The Galvanizing Bath is removed from overlapping production capacity.
The workstation appears as Down.
The event is treated as maintenance downtime, not as an operator coverage gap.
2.
Check Breakdown events first.
3.
Review Full Stop maintenance orders.
4.
Review Preventive, Corrective, and Inspection events.
5.
Compare scheduled orders with Maintenance Forecasts.
6.
Review Unscheduled Preventive Orders.
7.
Check Forecast Due By dates.
9.
Review Suggested Non-Working Windows.
11.
Schedule urgent preventive orders.
12.
Check for overlapping critical maintenance.
13.
Confirm the calendar with production and maintenance teams.
14.
Refresh after scheduling changes.
View Maintenance Orders â Displays scheduled maintenance orders and allows users to open order details.
View Maintenance Plans â Displays preventive-plan information and maintenance forecasts.
Manage Maintenance â Schedules orders and manages maintenance execution.
View Maintenance KPIs â Displays related maintenance insights where available.
Report Maintenance Issue â Reports breakdowns but does not provide permission to schedule preventive orders.
A Maintenance Forecast is not a scheduled maintenance order.
Forecasts and actual orders must remain visually distinct.
Preventive orders are generated as Requested and unscheduled.
Both Scheduled Start and Scheduled End are required to schedule an order.
Scheduled End must be later than Scheduled Start.
Scheduling does not mean maintenance has started.
Maintenance impact is applied according to the order lifecycle.
Unscheduled preventive orders remain visible until a valid schedule is saved.
Forecast dates can change when workstation usage changes.
Time Interval forecasts are based on the Last Service Date and interval.
Usage-based forecasts depend on recent workstation usage.
No recent usage can result in an unavailable forecast date.
Shift windows should be reviewed before scheduling maintenance.
Overnight shifts must be treated as continuous working periods.
Suggested non-working windows are advisory.
Suggested windows should fit the full Estimated Downtime.
Suggested windows should not extend beyond the forecast due date when a due forecast exists.
Cover candidates are advisory and do not automatically transfer production.
Production must confirm whether a cover workstation can perform the work.
Full Stop maintenance removes only the affected workstation from capacity.
Reduced Output maintenance lowers capacity without fully stopping the workstation.
No Stop maintenance does not create a capacity-loss window.
Maintenance downtime must not be treated as an operator coverage gap.
Calendar changes should be communicated to production and maintenance teams.
Actual Start and Actual End must reflect real execution times.
Completing a plan-linked Preventive order recalculates the next maintenance forecast.
Review the Planning Calendar during every maintenance-planning meeting.
Check unscheduled preventive orders daily.
Schedule preventive work before the Forecast Due By date.
Use Day view for detailed execution planning.
Use Week view for technician and workstation coordination.
Use Month view for broader maintenance distribution.
Use Agenda view for chronological reviews.
Enable Shift Windows before scheduling production-impacting work.
Check overnight shifts carefully.
Use suggested non-working periods where practical.
Confirm that the full Estimated Downtime fits the selected window.
Do not rely on a forecast as a confirmed appointment.
Recheck usage-based forecasts as production changes.
Review cover candidates before scheduling Full Stop maintenance.
Confirm actual cover capacity with production planning.
Avoid stopping several bottleneck workstations at the same time.
Coordinate Full Stop maintenance with production release.
Confirm tools, parts, technicians, and safety requirements before scheduling.
Enter both Scheduled Start and Scheduled End.
Confirm scheduled events after saving.
Record Actual Start only when maintenance begins.
Keep order statuses updated during execution.
Complete orders promptly so forecasts and baselines remain accurate.
Use Refresh after scheduling, plan, or production updates.
Review overdue unscheduled orders separately from future forecasts.
