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How to Configure Boilerplate Work Order Steps by PM Plans

This blog is a tutorial of using PM Plans as default work order steps or safety procedures. Here is one use case we will use in this blog:

  • All corrective and PM work orders must have the same safety procedures consisting of the following 7 steps:
    • Notify Supervisor/Manager of the affected machine or area
    • Apply Lock-Out Tag-Out when needed
    • Ensure all energy sources are removed before starting work
    • After work Reconnect ALL energy sources and check operation
    • Remove all Lock out tag out devices that may have been applied
    • Be sure that area is free and clear of all tools that may have been used
    • Notify affected dept/supervisor/manager that work is complete

Step 1. Create a PM Plan with Boilerplate Steps/Procedures

Create a PM Plan to hold the ​safety procedures.

  • Menu path: PM module | PM Plan | Click "+" to create a PM Plan (screenshot below) and save it.
  • Go to Step tab of the PM Plan, use the "+" of the PM Safety list to add the 7 steps above.

Step 2. Set Default Work Order Safety Procedures 

Edit EAM company to set default work order steps/procedures.

  • Menu path: Organization module | EAM Company
  • Have both CM (corrective maintenance) and PM (preventive maintenance) checkboxes checked,  and both CM and PM Plan fields filled with the PM Plan created above.
    • The PM Plan's steps and safety procedures are copied to work orders upon creation.
    • You may configure a PM Plan for CM default steps/procedures, and a PM Plan for PM default steps/procedures if you wish for CM and PM work orders to have different default steps/procedures.

3. Turning Off Boilerplate for PM Plans

The boilerplate steps/procedures are added to PM work orders on top of the steps/procedures from the PM Plan of a PM. Calem provides an option for one to turn off boilerplate steps/procedures at PM Plan form by checking "No Default Step" checkbox. 

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