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Scheduling Priority in Maximo

Assets, Locations, Work Orders

Projetech Inc. Copyright 2013
Scheduling Priority
: something given or meriting attention before competing alternatives

 Work

Order
 Location
 Asset
How Maximo uses Priority



Maximo uses a numerical value to indicate priority for Work Orders,
Assets and Locations
Maximo uses these values to generate a calculated priority to help
schedule competing work orders
Prioritizing Work Orders




Work order priority is a numerical value. It is used to determine how
maintenance resources are planned and scheduled.
Work orders created in Work Order Tracking can be assigned a
priority
Work orders generated from a PM will inherit their priority from the
PM.
PM Priority


Priority values specified for PMs are copied to the work orders that
are generated from the PM
Suggested Priority System for Work Orders
 PRIORITY

4 (Emergency Work)

Priority 4 is the highest priority work
and requires immediate action. This
work bypasses the normal planning
and scheduling routine.
PRIORITY 4 (Emergency Work)








SAFETY – Any safety condition that can cause personal bodily
harm resulting in a lost-time accident, cause serious injury, or loss
of life, or any condition that, if not corrected, could lead to an injury
or result in violation of the safety requirements, Occupational Safety
and Health Administration rules and regulations, or may result in
personnel working in an unsafe manner.
SECURITY – The failure of any security system that prevents the
full monitoring of a facility or a failure of a security asset that is used
to prevent unauthorized entry into a critical or sensitive area.
ENVIRONMENTAL – A requirement or specification out of
compliance, equipment malfunction, or failure which is or will result
in an environmental incident that causes the facility to violate
environmental laws, rules, or regulations or results in damage to the
environment or a fine.
PRODUCTION – An asset malfunction, failure or imminent failure
that will result in the inability to produce.
Suggested Priority System for Work Orders
 PRIORITY

3 (High Priority Work)

Priority 3 is the highest priority work that
can be planned and scheduled. This
work shall be accomplished as soon as
practical based on available resources.
PRIORITY 3 (High Priority Work)
SAFETY – Improvements to the workspace
environments that reduce personnel exposures to
high noise levels, poor air quality, extreme
temperatures, exposures to poor lighting, etc.
 ENVIRONMENTAL – An asset/equipment malfunction
or failure that has the long-term potential of causing
an environmental incident, the loss of a control
function, monitoring system, or other
equipment/conditions that are required to be operable
to demonstrate compliance with environmental laws
and regulations.
 SECURITY – Work that is required to maintain
security systems at a readiness level as defined by
the site security plan.

PRIORITY 3 (High Priority Work)






PRODUCTION – An asset/equipment malfunction or failure
that results in reduction of the ability to produce, a loss of
backup assets/equipment that reduces/limits production
availability, the loss of monitoring or control equipment that
reduces the operator’s ability to safely monitor facility
conditions or produces incorrect signals required for safe
operation.
PREVENTIVE MAINTENANCE – All direct and indirect
impact preventive maintenances (PMs) are assigned and
scheduled consistent with Priority 3 work.
ALTERATIONS/MODIFICATIONS – Engineered changes to
critical systems that are supported by or performed by the
facility workforce.
Suggested Priority System for Work Orders
 PRIORITY

2 (Medium Priority Work)

Priority 2 is medium priority work that can be
planned and scheduled, and shall be
worked on as soon as practical based on
available resources.
PRIORITY 2 (Medium Priority Work)










SAFETY – None. All safety items are of higher priority.
ENVIRONMENTAL – Work performed to upgrade environmental
monitoring and control systems or long-term improvements to
reduce the probability of environmental incidents.
SECURITY – Work associated with routine maintenance or
upgrading security systems.
PRODUCTION – Asset malfunctions or failures that have minimal
impact on production. This work includes the rebuilding of spares in
the shop, work to restore systems, components or equipment to
original designs that improve operating efficiency.
PREVENTIVE MAINTENANCE – Critical PMs, including predictive
maintenance, required ensuring the safe, efficient and reliable
operation of no-impact systems.
ALTERATIONS/MODIFICATIONS – Engineered changes and
enhancements to critical and non-critical systems that can be
planned and scheduled based on available resources
Suggested Priority System for Work Orders
 PRIORITY

1 (Low Schedule Priority)

Priority 1 is work on assets/equipment that have
minimal impact on the safe, efficient and
economical operation of the facility. Priority 1
work will be planned and scheduled based on
available resources.
PRIORITY 1 (Low Schedule Priority)
SAFETY – None - All safety items are of higher priority
 ENVIRONMENTAL – None All environmental items are
of a higher priority
 SECURITY – None. All security items are of higher
priority.
 PRODUCTION – Defective equipment or maintenance
that has little or no impact on the safe and reliable
operation of process equipment.
 MODIFICATIONS AND ALTERATIONS – Modifications
and engineered changes to non-essential systems and
assets that are planned and scheduled.
 PREVENTIVE MAINTENANCE – PMs including
predictive maintenance that are required by schedule and
are not mandatory.

Asset/Location Priority




Priorities for assets and locations are determined based on the
failure consequence of that Asset or Location
Assign a higher priority to those assets we can least afford to have
down.
Asset priority supersedes location priority
Suggested Priority System for Location / Asset
Priority 4 (Highest Priority) –A system which
failure will cause an unscheduled event that
results in any one or more of the following:
 Could

cause injury to a person, or the release of
hazardous materials
 Could create an environmental hazard resulting
in harm to the community, public, or damage to
public/private property
 Could cause loss of vital services or critical plant
processes that cause a loss of ability to meet
operational requirements
Suggested Priority System for Location / Asset
Priority 3–
A system failure that will cause a reduction of capacity that
affects the ability to produce and results in one or more of
the following:

Violation of environmental limits, which could result in
monetary penalties or result in restricted operations
 Causes a reduction in capability, or loss of backup
equipment, required to maintain acceptable system
reliability to meet operating commitments
 Requires a forced outage of critical equipment that has an
impact on costs or the ability to deliver water or power
 Causes a reduction in the performance of systems
essential to startup or shutdown or which must be
available to respond to emergency conditions

Suggested Priority System for Location / Asset
Priority 2 –
A system which failure will cause an increase in
operating costs but will not affect production or
system reliability or any system which failure may
represent a significant maintenance cost burden
to repair or replace.
Suggested Priority System for Location / Asset
Priority 1 (Lowest Priority) –
Any system that is not a priority 4, 3, or 2 system
and no special requirements apply.
Discussion

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EAM Priority

  • 1. Scheduling Priority in Maximo Assets, Locations, Work Orders Projetech Inc. Copyright 2013
  • 2. Scheduling Priority : something given or meriting attention before competing alternatives  Work Order  Location  Asset
  • 3. How Maximo uses Priority   Maximo uses a numerical value to indicate priority for Work Orders, Assets and Locations Maximo uses these values to generate a calculated priority to help schedule competing work orders
  • 4. Prioritizing Work Orders    Work order priority is a numerical value. It is used to determine how maintenance resources are planned and scheduled. Work orders created in Work Order Tracking can be assigned a priority Work orders generated from a PM will inherit their priority from the PM.
  • 5. PM Priority  Priority values specified for PMs are copied to the work orders that are generated from the PM
  • 6. Suggested Priority System for Work Orders  PRIORITY 4 (Emergency Work) Priority 4 is the highest priority work and requires immediate action. This work bypasses the normal planning and scheduling routine.
  • 7. PRIORITY 4 (Emergency Work)     SAFETY – Any safety condition that can cause personal bodily harm resulting in a lost-time accident, cause serious injury, or loss of life, or any condition that, if not corrected, could lead to an injury or result in violation of the safety requirements, Occupational Safety and Health Administration rules and regulations, or may result in personnel working in an unsafe manner. SECURITY – The failure of any security system that prevents the full monitoring of a facility or a failure of a security asset that is used to prevent unauthorized entry into a critical or sensitive area. ENVIRONMENTAL – A requirement or specification out of compliance, equipment malfunction, or failure which is or will result in an environmental incident that causes the facility to violate environmental laws, rules, or regulations or results in damage to the environment or a fine. PRODUCTION – An asset malfunction, failure or imminent failure that will result in the inability to produce.
  • 8. Suggested Priority System for Work Orders  PRIORITY 3 (High Priority Work) Priority 3 is the highest priority work that can be planned and scheduled. This work shall be accomplished as soon as practical based on available resources.
  • 9. PRIORITY 3 (High Priority Work) SAFETY – Improvements to the workspace environments that reduce personnel exposures to high noise levels, poor air quality, extreme temperatures, exposures to poor lighting, etc.  ENVIRONMENTAL – An asset/equipment malfunction or failure that has the long-term potential of causing an environmental incident, the loss of a control function, monitoring system, or other equipment/conditions that are required to be operable to demonstrate compliance with environmental laws and regulations.  SECURITY – Work that is required to maintain security systems at a readiness level as defined by the site security plan. 
  • 10. PRIORITY 3 (High Priority Work)    PRODUCTION – An asset/equipment malfunction or failure that results in reduction of the ability to produce, a loss of backup assets/equipment that reduces/limits production availability, the loss of monitoring or control equipment that reduces the operator’s ability to safely monitor facility conditions or produces incorrect signals required for safe operation. PREVENTIVE MAINTENANCE – All direct and indirect impact preventive maintenances (PMs) are assigned and scheduled consistent with Priority 3 work. ALTERATIONS/MODIFICATIONS – Engineered changes to critical systems that are supported by or performed by the facility workforce.
  • 11. Suggested Priority System for Work Orders  PRIORITY 2 (Medium Priority Work) Priority 2 is medium priority work that can be planned and scheduled, and shall be worked on as soon as practical based on available resources.
  • 12. PRIORITY 2 (Medium Priority Work)       SAFETY – None. All safety items are of higher priority. ENVIRONMENTAL – Work performed to upgrade environmental monitoring and control systems or long-term improvements to reduce the probability of environmental incidents. SECURITY – Work associated with routine maintenance or upgrading security systems. PRODUCTION – Asset malfunctions or failures that have minimal impact on production. This work includes the rebuilding of spares in the shop, work to restore systems, components or equipment to original designs that improve operating efficiency. PREVENTIVE MAINTENANCE – Critical PMs, including predictive maintenance, required ensuring the safe, efficient and reliable operation of no-impact systems. ALTERATIONS/MODIFICATIONS – Engineered changes and enhancements to critical and non-critical systems that can be planned and scheduled based on available resources
  • 13. Suggested Priority System for Work Orders  PRIORITY 1 (Low Schedule Priority) Priority 1 is work on assets/equipment that have minimal impact on the safe, efficient and economical operation of the facility. Priority 1 work will be planned and scheduled based on available resources.
  • 14. PRIORITY 1 (Low Schedule Priority) SAFETY – None - All safety items are of higher priority  ENVIRONMENTAL – None All environmental items are of a higher priority  SECURITY – None. All security items are of higher priority.  PRODUCTION – Defective equipment or maintenance that has little or no impact on the safe and reliable operation of process equipment.  MODIFICATIONS AND ALTERATIONS – Modifications and engineered changes to non-essential systems and assets that are planned and scheduled.  PREVENTIVE MAINTENANCE – PMs including predictive maintenance that are required by schedule and are not mandatory. 
  • 15. Asset/Location Priority    Priorities for assets and locations are determined based on the failure consequence of that Asset or Location Assign a higher priority to those assets we can least afford to have down. Asset priority supersedes location priority
  • 16. Suggested Priority System for Location / Asset Priority 4 (Highest Priority) –A system which failure will cause an unscheduled event that results in any one or more of the following:  Could cause injury to a person, or the release of hazardous materials  Could create an environmental hazard resulting in harm to the community, public, or damage to public/private property  Could cause loss of vital services or critical plant processes that cause a loss of ability to meet operational requirements
  • 17. Suggested Priority System for Location / Asset Priority 3– A system failure that will cause a reduction of capacity that affects the ability to produce and results in one or more of the following: Violation of environmental limits, which could result in monetary penalties or result in restricted operations  Causes a reduction in capability, or loss of backup equipment, required to maintain acceptable system reliability to meet operating commitments  Requires a forced outage of critical equipment that has an impact on costs or the ability to deliver water or power  Causes a reduction in the performance of systems essential to startup or shutdown or which must be available to respond to emergency conditions 
  • 18. Suggested Priority System for Location / Asset Priority 2 – A system which failure will cause an increase in operating costs but will not affect production or system reliability or any system which failure may represent a significant maintenance cost burden to repair or replace.
  • 19. Suggested Priority System for Location / Asset Priority 1 (Lowest Priority) – Any system that is not a priority 4, 3, or 2 system and no special requirements apply.