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ASAP Business Blueprint

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File location: [C:\Asap\Projects\JM\!A"#\$eports\PM_All%"oc&

a#le of Contents
A. Organization.............................................................................................................................. 5
1. Plant Maintenance.............................................................................................................. 5
1.1. Maintenance Planning Plant........................................................................................ 5
1.2. Maintenance Plant....................................................................................................... 5
1.3. Plant Section............................................................................................................... 5
1.4. Location....................................................................................................................... 5
1.5. Maintenance Planner Group........................................................................................ 6
B. Master Data............................................................................................................................... 6
1. Plant Maintenance.............................................................................................................. 6
1.1. ec!nical O"#ects $Structuring o% ec!nical S&ste's(.................................................6
1.1.1. )unctional Location.............................................................................................. 6
1.1.2. *+uip'ent............................................................................................................ ,
1.1.3. )leet O"#ect.......................................................................................................... 11
1.1.4. Pro-uction .esource/ool as *+uip'ent.............................................................14
1.1.5. .e%erence )unctional Location.............................................................................14
1.1.6. Bill o% Material %or )unctional Location.................................................................15
1.1.0. *+uip'ent Bill o% Material..................................................................................... 15
1.1.,. O"#ect Lin1........................................................................................................... 16
1.1.2. 3nstalle- Base....................................................................................................... 16
1.2. as1 Lists..................................................................................................................... 10
1.2.1. General as1 List................................................................................................. 10
1.3. Maintenance Plans...................................................................................................... 10
1.3.1. Single 4&cle Plan................................................................................................. 1,
1.3.2. Multiple 4ounter Plan........................................................................................... 1,
1.3.3. Strateg& Plan........................................................................................................ 12
1.4. Solution Data"ase....................................................................................................... 25
1.4.1. S&'pto'.............................................................................................................. 25
1.5. A--itional Master Data................................................................................................ 25
1.5.1. 6arrant&............................................................................................................... 25
1.5.2. 4ounter/Measuring Point..................................................................................... 21
1.5.3. .e7ision............................................................................................................... 21
1.5.4. 4atalog................................................................................................................. 22
1.5.5. Per'it................................................................................................................... 22
4. Business Processes................................................................................................................... 22
1. Plant Maintenance.............................................................................................................. 22
1.1. Brea1-o8n Maintenance Processing..........................................................................23
1.1.1. 9oti%ication........................................................................................................... 23
1.1.1.1. 9oti%ication 4reation/Processing...................................................................23
1.1.1.2. as1 De%inition............................................................................................... 25
1.1.1.3. 9oti%ication Printing....................................................................................... 25
1.1.1.4. *ntr& o% ec!nical )in-ings........................................................................... 25
1.1.1.5. 9oti%ication Arc!i7ing..................................................................................... 26
1.1.2. Or-er.................................................................................................................... 26
1.1.2.1. Or-er 4reation/Processing............................................................................26
1.1.2.2. Material Planning.......................................................................................... 22
1.1.2.3. Or-er Per'it................................................................................................. 35
1.1.2.4. Or-er .elease............................................................................................... 35
1.1.2.5. 6or1 4learance Manage'ent......................................................................35
1.1.2.6. Or-er Printing................................................................................................ 31
1.1.2.0. Or-er *:ecution............................................................................................ 31
1.1.3. 4apacit& Planning................................................................................................ 31
1.1.3.1. 4apacit& *7aluation...................................................................................... 31
1.1.3.2. 4apacit& Dispatc!ing an- Le7eling...............................................................32
1.1.4. Mo-i%ication o% ec!nical S&ste's.......................................................................33
1.1.4.1. 3nstallation; Dis'antling an- Mo-i%ication o% *+uip'ent...............................33
1.1.5. Material Mo7e'ents............................................................................................. 33
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1.1.5.1. Goo-s 3ssue Processing...............................................................................33
1.1.6. 4o'pletion 4on%ir'ation...................................................................................... 34
1.1.6.1. 3n-i7i-ual i'e 4on%ir'ation.........................................................................36
1.1.6.2. O7erall 4o'pletion 4on%ir'ation..................................................................36
1.1.6.3. i'e S!eet Processing................................................................................. 36
1.1.6.4. i'e S!eet Per'it........................................................................................ 3,
1.1.6.5. )or8ar-ing o% i'e S!eet Data to PM..........................................................32
1.1.6.6. i'e S!eet .eport........................................................................................ 32
1.1.6.0. Ser7ice *ntr& S!eet...................................................................................... 45
1.1.6.,. *ntr& o% ec!nical )in-ings........................................................................... 45
1.1.6.2. Measure'ent Docu'ent Processing............................................................45
1.1.6.15. Measure'ent Docu'ent Arc!i7ing...............................................................41
1.1.0. Settle'ent an- 4o'pletion..................................................................................41
1.1.0.1. ec!nical Or-er 4o'pletion..........................................................................41
1.1.0.2. Or-er Settle'ent........................................................................................... 41
1.1.0.3. Business Or-er 4o'pletion..........................................................................41
1.1.0.4. Or-er Arc!i7ing............................................................................................. 42
1.1.0.5. =istorical Or-er > *ntr&................................................................................. 42
1.1.,. 3n%or'ation S&ste'.............................................................................................. 42
1.1.,.1. *7aluations o% Plant Maintenance 3n%or'ation S&ste' ?PM3S@.....................42
1.2. Planne- Maintenance Processing...............................................................................42
1.2.1. Maintenance Planning.......................................................................................... 42
1.2.1.1. Maintenance Plan Sc!e-uling.......................................................................42
1.2.1.2. Maintenance 4all Processing........................................................................43
1.2.2. 9oti%ication........................................................................................................... 43
1.2.2.1. 9oti%ication 4reation/Processing...................................................................43
1.2.2.2. 9oti%ication Printing....................................................................................... 44
1.2.3. Or-er.................................................................................................................... 45
1.2.3.1. Or-er 4reation/Processing............................................................................45
1.2.3.2. Material Planning.......................................................................................... 40
1.2.3.3. Or-er Per'it................................................................................................. 4,
1.2.3.4. Or-er .elease............................................................................................... 4,
1.2.3.5. 6or1 4learance Manage'ent......................................................................42
1.2.3.6. Or-er Printing................................................................................................ 42
1.2.3.0. Or-er *:ecution............................................................................................ 55
1.2.4. 4apacit& Planning................................................................................................ 55
1.2.4.1. 4apacit& *7aluation...................................................................................... 55
1.2.4.2. 4apacit& Dispatc!ing an- Le7eling...............................................................51
1.2.5. Mo-i%ication o% ec!nical S&ste's.......................................................................51
1.2.5.1. 3nstallation; Dis'antling an- Mo-i%ication o% *+uip'ent...............................51
1.2.6. Material Mo7e'ents............................................................................................. 52
1.2.6.1. Goo-s 3ssue Processing...............................................................................52
1.2.0. 4o'pletion 4on%ir'ation...................................................................................... 53
1.2.0.1. 3n-i7i-ual i'e 4on%ir'ation.........................................................................54
1.2.0.2. O7erall 4o'pletion 4on%ir'ation..................................................................55
1.2.0.3. i'e S!eet Processing................................................................................. 55
1.2.0.4. i'e S!eet Per'it........................................................................................ 50
1.2.0.5. )or8ar-ing o% i'e S!eet Data to PM..........................................................50
1.2.0.6. i'e S!eet .eport........................................................................................ 5,
1.2.0.0. Ser7ice *ntr& S!eet...................................................................................... 5,
1.2.0.,. Measure'ent Docu'ent Processing............................................................5,
1.2.0.2. Measure'ent Docu'ent Arc!i7ing...............................................................52
1.2.,. Settle'ent an- 4o'pletion..................................................................................52
1.2.,.1. ec!nical Or-er 4o'pletion..........................................................................52
1.2.,.2. Or-er Settle'ent........................................................................................... 52
1.2.,.3. Business Or-er 4o'pletion..........................................................................52
1.2.,.4. Or-er Arc!i7ing............................................................................................. 65
1.2.,.5. =istorical Or-er > *ntr&................................................................................. 65
1.2.2. 3n%or'ation S&ste'.............................................................................................. 65
1.2.2.1. *7aluations o% Plant Maintenance 3n%or'ation S&ste' ?PM3S@.....................65
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1.3. Pro#ect>Base- Maintenance Processing......................................................................65
1.3.1. 9oti%ication........................................................................................................... 61
1.3.1.1. 9oti%ication 4reation/Processing...................................................................61
1.3.1.2. 9oti%ication Printing....................................................................................... 62
1.3.2. Or-er.................................................................................................................... 62
1.3.2.1. Or-er 4reation/Processing............................................................................62
1.3.2.2. Material Planning.......................................................................................... 65
1.3.2.3. Or-er Per'it................................................................................................. 66
1.3.2.4. Or-er .elease............................................................................................... 66
1.3.2.5. 6or1 4learance Manage'ent......................................................................66
1.3.2.6. Or-er Printing................................................................................................ 60
1.3.2.0. Or-er *:ecution............................................................................................ 60
1.3.3. 4apacit& Planning................................................................................................ 6,
1.3.3.1. 4apacit& *7aluation...................................................................................... 6,
1.3.3.2. 4apacit& Dispatc!ing an- Le7eling...............................................................6,
1.3.4. Mo-i%ication o% ec!nical S&ste's.......................................................................62
1.3.4.1. 3nstallation; Dis'antling an- Mo-i%ication o% *+uip'ent...............................62
1.3.5. Material Mo7e'ents............................................................................................. 05
1.3.5.1. Goo-s 3ssue Processing...............................................................................05
1.3.6. 4o'pletion 4on%ir'ation...................................................................................... 01
1.3.6.1. 3n-i7i-ual i'e 4on%ir'ation.........................................................................02
1.3.6.2. O7erall 4o'pletion 4on%ir'ation..................................................................02
1.3.6.3. i'e S!eet Processing................................................................................. 02
1.3.6.4. i'e S!eet Per'it........................................................................................ 05
1.3.6.5. )or8ar-ing o% i'e S!eet Data to PM..........................................................05
1.3.6.6. i'e S!eet .eport........................................................................................ 05
1.3.6.0. Ser7ice *ntr& S!eet...................................................................................... 06
1.3.6.,. Measure'ent Docu'ent Processing............................................................06
1.3.6.2. Measure'ent Docu'ent Arc!i7ing...............................................................06
1.3.0. Settle'ent an- 4o'pletion..................................................................................06
1.3.0.1. ec!nical Or-er 4o'pletion..........................................................................06
1.3.0.2. Or-er Settle'ent........................................................................................... 00
1.3.0.3. Business Or-er 4o'pletion..........................................................................00
1.3.0.4. Or-er Arc!i7ing............................................................................................. 00
1.3.0.5. =istorical Or-er > *ntr&................................................................................. 0,
1.3.,. 3n%or'ation S&ste'.............................................................................................. 0,
1.3.,.1. *7aluations o% Plant Maintenance 3n%or'ation S&ste' ?PM3S@.....................0,
1.4. .e%ur"is!'ent Processing in Plant Maintenance........................................................0,
1.4.1. Or-er.................................................................................................................... 0,
1.4.1.1. .e%ur"is!'ent Or-er 4reation/Processing...................................................0,
1.4.1.2. Material Planning.......................................................................................... ,1
1.4.1.3. Or-er Per'it................................................................................................. ,2
1.4.1.4. Or-er .elease............................................................................................... ,2
1.4.1.5. Or-er Printing................................................................................................ ,2
1.4.1.6. Or-er *:ecution............................................................................................ ,2
1.4.2. 4apacit& Planning................................................................................................ ,3
1.4.2.1. 4apacit& *7aluation...................................................................................... ,3
1.4.2.2. 4apacit& Dispatc!ing an- Le7eling...............................................................,3
1.4.3. Goo-s Mo7e'ents............................................................................................... ,4
1.4.3.1. Goo-s 3ssue %or .e%ur"is!'ent....................................................................,4
1.4.3.2. Goo-s .eceipt %or .e%ur"is!'ent.................................................................,5
1.4.4. 4o'pletion 4on%ir'ation...................................................................................... ,6
1.4.4.1. 3n-i7i-ual i'e 4on%ir'ation.........................................................................,0
1.4.4.2. O7erall 4o'pletion 4on%ir'ation..................................................................,,
1.4.4.3. i'e S!eet Processing................................................................................. ,,
1.4.4.4. i'e S!eet Per'it........................................................................................ 25
1.4.4.5. )or8ar-ing o% i'e S!eet Data to PM..........................................................21
1.4.4.6. i'e S!eet .eport........................................................................................ 21
1.4.4.0. Ser7ice *ntr& S!eet...................................................................................... 21
1.4.4.,. *ntr& o% ec!nical )in-ings........................................................................... 22
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1.4.4.2. Measure'ent Docu'ent Processing............................................................22
1.4.4.15. Measure'ent Docu'ent Arc!i7ing...............................................................22
1.4.5. Settle'ent an- 4o'pletion..................................................................................23
1.4.5.1. ec!nical Or-er 4o'pletion..........................................................................23
1.4.5.2. Or-er Settle'ent........................................................................................... 23
1.4.5.3. Business Or-er 4o'pletion..........................................................................23
1.4.5.4. Or-er Arc!i7ing............................................................................................. 23
1.4.5.5. =istorical 'aintenance or-er > *ntr&.............................................................24
1.4.6. 3n%or'ation S&ste'.............................................................................................. 24
1.4.6.1. *7aluations o% Plant Maintenance 3n%or'ation S&ste' ?PM3S@.....................24
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A% Organi'ation
(% Plant Maintenance
(%(% Maintenance Planning Plant
!uestions:
AB 1( =o8 'aintenance 8ill "e planne- 8it!in &our co'pan&C
AB

(%)% Maintenance Plant
!uestions:
AB 1( Do &ou 8ant to set up plants spec%icall& %or 'aintenance re+uire'ents $in a--ition to
t!e co''on logistics plants(C
AB
AB 2( =o8 is capacit& planning per%or'e- in &our 'aintenance plantsC
AB
AB 3( =o8 are 'aintenance spares store-C
AB
(%*% Plant Section
!uestions:
AB 1( Are certain t&pes o% 'aintenance 8or1 planne- or e:ecute- 8it! consi-eration to t!e
plant sectionsC
AB
(%+% ,ocation
!uestions:
AB 1( Do &ou su"-i7i-e &our 'aintenance plant in locations to %acilitate t!e 'aintenance #o"
or %or purpose o% reportingC
AB
(%-% Maintenance Planner .roup
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!uestions:
AB 1( =o8 is 'aintenance 8or1 organize-C
AB
AB 2( =o8 are t!e 'aintenance tea's / la"or resources organize-C
AB
B% Master Data
(% Plant Maintenance
(%(% ec/nical O#jects 0Structuring of ec/nical S1stems2
!uestions:
AB 1( =o8 s!oul- &our tec!nical s&ste's "e structure-C
AB
AB 2( 6!at 1in-s o% tec!nical o"#ects -o &ou !an-le $%or e:a'ple; o"#ects t!at can "e
-is'antle- or use- %or -i%%erent purposes in -i%%erent pro-uction stages etc.(C
AB
AB 3( =o8 is in%or'ation a"out tec!nical o"#ects organize- an- store- in &our co'pan& $%or
e:a'ple; 7ia *DD; %ile car-s or no in%or'ation at all(C
AB
(%(%(% Functional ,ocation
!uestions:
AB 1( Do &ou 'anage o"#ects t!at are i''o7a"le an- t!at usuall& !a7e a long operational
li%e $%or e:a'ple; clari%ication plants(C
AB
AB 2( Do &ou re+uire a--itional %unctionalit& to structure &our 'aintenance o"#ectsC
AB ? @Ees
? @9o
AB 3( 3% &es; 8!ic! o"#ects nee- to "e represente- 8it! %unctional locationsC
AB
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AB 4( 6!at -o t!e !ierarc!& le7els o% t!e %unctional locations represent $%or e:a'ple; cost
center le7els; pro-uction process le7els(C
AB
AB 5( 3s t!e !ierarc!& %or %unctional locations structure- accor-ing to spatial; %unctional or
tec!nical 7ie8pointsC
AB
AB 6( =o8 -etaile- s!oul- t!e %unctional location !ierarc!& "e $%or e:a'ple; nu'"er o%
le7els; installation an- -is'antling o% e+uip'ent(C
AB
AB 0( At 8!at le7el$s( o% t!e !ierarc!& s!oul- -ata "e entere-C
AB
AB ,( =o8 -etaile- s!oul- t!e last le7el o% t!e !ierarc!& %or %unctional locations "eC
AB
AB 2( 3s it so'eti'es t!e case in &our co'pan& t!at %unctional location nu'"ers c!ange $%or
e:a'ple; i% &ou assign part o% a tec!nical s&ste' to anot!er tec!nical s&ste'(C
AB
AB 15( Do &ou nee- to assign -i%%erent nu'"ers to %unctional locations $%or e:a'ple; $a(
%ro' a proce-ural perspecti7e an- $"( %ro' a 'easure'ent/control s&ste' perspecti7e(C
AB
AB 11( =o8 s!oul- t!e -i%%erent le7els "e lin1e- toget!er 8it! regar- to t!e trans%er o% -ataC
AB
AB 12( Do &ou nee- to lin1 -ocu'ents to %unctional locationsC
AB ? @Ees
? @9o
AB 13( Do &ou nee- to recor- t!e per%or'ance o% %unctional locations using 'easuring
points an- countersC
AB ? @Ees
? @9o
AB 14( 3% &es; is counter rea-ing -ata trans%erre- "et8een t!e -i%%erent le7elsC
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AB ? @Ees
? @9o
AB 15( Do &ou trac1 8arrantiesC 3% &es; are &ou a guarantor; a 8arrantee; or "ot!C
AB
AB 16( Do &ou 8ant to o"tain a note on t!e 8arrant& auto'aticall& %or a positi7e 8arrant&
c!ec1 resultC
AB
AB 10( Do &ou classi%& %unctional locationsC 3% &es; !o8C
AB
AB 1,( Do &ou 8ant to anal&ze 8!at in%luence t!e usage con-itions !a7e on t!e
suscepti"ilit& to -a'age o% t!e installe- e+uip'entC
AB
AB 12( Do &ou nee- to -ocu'ent &our tec!nical o"#ects accor-ing to t!eir usage ti'e %or
%unctional locationsC
AB
AB 25( Do &ou -eter'ine t!e "usiness partners $internal an-/or e:ternal( 8!ose
a--ress$es( &ou re+uire; i% &ou nee- 'aintenance re+uests %or a particular %unctional
locationC
AB
AB 21( Do &ou 8ant to arc!i7e 'aster recor-s %or %unctional locationsC 3% &es; pro7i-e a
cop& o% &our -ocu'ent arc!i7ing proce-ure. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing
re+uire'ents.
AB
AB 22( Do &ou 8ant to 'a1e t!e screen te'plates %or processing tec!nical o"#ects
$%unctional location; e+uip'ent( user>speci%icC
AB
(%(%)% 34uipment
!uestions:
AB 1( 6!ic! 'aintenance o"#ects 'ust "e entere- as e+uip'ent 'aster -ataC
AB
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AB 2( List an- -escri"e t!e -i%%erent categories o% e+uip'ent t!at &ou 'aintain.
AB
AB 3( =o8 'an& pieces o% e+uip'ent -o &ou e:pect to 'anage in &our s&ste'C
AB
AB 4( 3s eac! in-i7i-ual piece o% e+uip'ent in &our co'pan& i-enti%ie- "& a serial nu'"er
$"& &our pro-uction -epart'ent an-/or "& t!e 'anu%acturer(C
AB
AB 5( Do &ou 8ant to create &our o8n serial nu'"ers or -o &ou use t!e serial nu'"er o% t!e
'anu%acturer as a re%erence/1e& %or t!at o"#ectC
AB
AB 6( 3% &ou use serial nu'"ers; on 8!ic! le7el -o &ou 8ant to trac1 t!eir !istor& $inclu-ing
costing; statistics; an- so on(C
AB
AB 0( Does &our e+uip'ent inclu-e particular asse'"lies t!at &ou 8ant to !an-le
in-i7i-uall& in or-er to per%or' -a'age an- cost anal&sesC Descri"e t!e'.
AB
AB ,( Do &ou represent t!e -i%%erent t&pes o% e+uip'ent using 'aterial 'aster recor-s in
con#unction 8it! Materials Manage'ent $%or e:a'ple; in7entor& 'anage'ent; goo-s
'o7e'ents(C
AB ? @Ees
? @9o
AB 2( Does &our e+uip'ent inclu-e larger co'ponents t!at &ou 8ant to !an-le in-i7i-uall&;
in or-er to create -a'age an- cost anal&ses %or t!e'C
AB
AB 15( Speci%& "usiness partners $internal an-/or e:ternal( %or 8!o' &ou re+uire an a--ress
8!en &ou nee- 'aintenance re+uests %or a particular piece o% e+uip'ent.
AB
AB 11( A-- ot!er partners to t!e list; i% necessar&.
AB
AB 12( Do &ou nee- to lin1 -ocu'ents $%or e:a'ple; -ra8ings; 'anuals( to e+uip'ent
'aster recor-sC 3% &es; gi7e so'e e:a'ples.
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AB ? @Ees
? @9o
AB 13( Do &ou 'easure an- log t!e current con-ition o% t!e e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C 3% &es; -escri"e t!e 'easuring points an-
counters; 8!ic! &ou use %or -i%%erent pieces o% e+uip'ent.
AB
AB 14( Do &ou trac1 8arrantiesC 3% &es; are &ou a guarantor; a 8arrantee; or "ot!C
AB
AB 15( Descri"e t!e -i%%erent 8arranties %or &our e+uip'ent; an- speci%& 8!et!er t!ese
s!oul- "e recor-e- in-i7i-uall& %or eac! piece o% e+uip'ent.
AB
AB 16( Do &ou 8ant to o"tain a note on t!e 8arrant& auto'aticall& %or a positi7e 8arrant&
c!ec1 resultC
AB
AB 10( Does a tec!nician in &our co'pan& re+uire a special 8or1 per'it "e%ore starting
8or1 on speci%ic e+uip'entC
AB
AB 1,( Does ol- -ata $%or e:a'ple; e+uip'ent 'aster recor-s; repair !istories or
in%or'ation a"out tec!nical o"#ects( !a7e to trans%erre-C Gi7e a t&pical e:a'ple.
AB
AB 12( Do &ou classi%& e+uip'entC 3% &es; !o8C
AB
AB 25( Are so'e pieces o% e+uip'ent create- as pro-uction resources/toolsC
AB ? @Ees
? @9o
AB 21( 6!ic! c!anges to e+uip'ent -o &ou 8ant to -ocu'ent 8it! a usage listC
AB
AB 22( Do &ou 8ant to 'a1e t!e screen te'plates %or processing tec!nical o"#ects
$%unctional location; e+uip'ent( user>speci%icC
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AB
AB 23( Do &ou 8ant to generate/c!ange a relate- asset auto'aticall& 8!en
creating/c!anging a piece o% e+uip'ent; an-/or 7ice>7ersaC
AB
AB 24( Do &ou 8ant to arc!i7e e+uip'ent 'aster recor-sC 3% &es; pro7i-e a cop& o% &our
-ocu'ent arc!i7ing proce-ure. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing
re+uire'ents.
AB
(%(%*% Fleet O#ject
!uestions:
AB 1( 6!ic! 'aintenance o"#ects 'ust "e entere- as e+uip'ent 'aster -ataC
AB
AB 2( List an- -escri"e t!e -i%%erent categories o% e+uip'ent t!at &ou 'aintain.
AB
AB 3( =o8 'an& pieces o% e+uip'ent -o &ou e:pect to 'anage in &our s&ste'C
AB
AB 4( 3s eac! in-i7i-ual piece o% e+uip'ent in &our co'pan& i-enti%ie- "& a serial nu'"er
$"& &our pro-uction -epart'ent an-/or "& t!e 'anu%acturer(C
AB
AB 5( Do &ou 8ant to create &our o8n serial nu'"ers or -o &ou use t!e serial nu'"er o% t!e
'anu%acturer as a re%erence/1e& %or t!at o"#ectC
AB
AB 6( 3% &ou use serial nu'"ers; on 8!ic! le7el -o &ou 8ant to trac1 t!eir !istor& $inclu-ing
costing; statistics; an- so on(C
AB
AB 0( Does &our e+uip'ent inclu-e particular asse'"lies t!at &ou 8ant to !an-le
in-i7i-uall& in or-er to per%or' -a'age an- cost anal&sesC Descri"e t!e'.
AB
PM<All.-oc
12

AB ,( Do &ou represent t!e -i%%erent t&pes o% e+uip'ent using 'aterial 'aster recor-s in
con#unction 8it! Materials Manage'ent $%or e:a'ple; in7entor& 'anage'ent; goo-s
'o7e'ents(C
AB ? @Ees
? @9o
AB 2( Does &our e+uip'ent inclu-e larger co'ponents t!at &ou 8ant to !an-le in-i7i-uall&;
in or-er to create -a'age an- cost anal&ses %or t!e'C
AB
AB 15( Speci%& "usiness partners $internal an-/or e:ternal( %or 8!o' &ou re+uire an a--ress
8!en &ou nee- 'aintenance re+uests %or a particular piece o% e+uip'ent.
AB
AB 11( A-- ot!er partners to t!e list; i% necessar&.
AB
AB 12( Do &ou nee- to lin1 -ocu'ents $%or e:a'ple; -ra8ings; 'anuals( to e+uip'ent
'aster recor-sC 3% &es; gi7e so'e e:a'ples.
AB ? @Ees
? @9o
AB 13( Do &ou 'easure an- log t!e current con-ition o% t!e e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C 3% &es; -escri"e t!e 'easuring points an-
counters; 8!ic! &ou use %or -i%%erent pieces o% e+uip'ent.
AB
AB 14( Do &ou trac1 8arrantiesC 3% &es; are &ou a guarantor; a 8arrantee; or "ot!C
AB
AB 15( Descri"e t!e -i%%erent 8arranties %or &our e+uip'ent; an- speci%& 8!et!er t!ese
s!oul- "e recor-e- in-i7i-uall& %or eac! piece o% e+uip'ent.
AB
AB 16( Do &ou 8ant to o"tain a note on t!e 8arrant& auto'aticall& %or a positi7e 8arrant&
c!ec1 resultC
AB
AB 10( Does a tec!nician in &our co'pan& re+uire a special 8or1 per'it "e%ore starting
8or1 on speci%ic e+uip'entC
AB
PM<All.-oc
13

AB 1,( Does ol- -ata $%or e:a'ple; e+uip'ent 'aster recor-s; repair !istories or
in%or'ation a"out tec!nical o"#ects( !a7e to trans%erre-C Gi7e a t&pical e:a'ple.
AB
AB 12( Do &ou classi%& e+uip'entC 3% &es; !o8C
AB
AB 25( 6!ic! c!anges to e+uip'ent -o &ou 8ant to -ocu'ent 8it! a usage listC
AB
AB 21( Do &ou 8ant to 'a1e t!e screen te'plates %or processing tec!nical o"#ects
$%unctional location; e+uip'ent( user>speci%icC
AB
AB 22( Do &ou 8ant to arc!i7e e+uip'ent 'aster recor-sC 3% &es; pro7i-e a cop& o% &our
-ocu'ent arc!i7ing proce-ure. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing
re+uire'ents.
AB
AB 23( 6!ic! t&pes o% %leet o"#ects -o &ou 8ant to 'anageC
AB
AB 24( 6!ic! -ata -o &ou 8ant to see/'aintain 8it!in t!e %leet o"#ectC
AB
AB 25( 6!ic! t&pes o% utilities an- consu'a"les -o &ou 8ant to 'aintainC
AB
AB 26( )or 8!at purpose -o &ou inten- to use &our %leet o"#ectsC
AB
AB 20( 6!ic! engine t&pes -o &our %leet o"#ects !a7eC Do &ou 8ant to 'aintain t!eseC
AB
AB 2,( 6!ic! unit o% consu'ption -o &ou re+uireC
AB
PM<All.-oc
14

AB 22( 6!ic! counter t&pes -o &ou re+uire $%or e:a'ple; 1ilo'eter counter; consu'ption
counter; ti'e counter an- so on(C
AB
AB 35( =o8 -o &ou 8ant to na'e &our countersC
AB
AB 31( =o8 -o &ou 8ant to calculate &our consu'ptionC
AB
(%(%+% Pro"uction $esource5ool as 34uipment
!uestions:
AB 1( Do &ou 8ant to 'a1e t!e screen te'plates %or processing tec!nical o"#ects $%unctional
location; e+uip'ent( user>speci%icC
AB
AB 2( Do &ou 8ant to generate/c!ange a relate- asset auto'aticall& 8!en
creating/c!anging a piece o% e+uip'ent; an-/or 7ice>7ersaC
AB
AB 3( 6!at 1in- o% pro-uction resources/tools -o &ou re+uireC
AB
AB 4( Do &ou 8ant to 'anage &our pro-uction resources/tools "& +uantit& alone or also
"ase- on localization; 7alue; responsi"le person etc.C
AB
AB 5( Do &ou use pro-uction resources/tools 8!ic! !a7e to "e c!ec1e- or cali"rate-
regularl&C
AB
(%(%-% $eference Functional ,ocation
!uestions:
AB 1( Do &ou !a7e 'an& si'ilar tec!nical structures in &our organizationC
AB
AB 2( Do &ou !a7e stan-ar-ize- %unctional location structures t!at s!oul- "e represente- as
re%erence %unctional locationsC
AB ? @Ees
PM<All.-oc
15

? @9o
AB 3( Accor-ing to 8!ic! criteria -o &ou inten- to structure &our %unctional location
!ierarc!ies $%or e:a'ple geograp!ical; %unctional or tec!nical aspects(C
AB
(%(%6% Bill of Material for Functional ,ocation
!uestions:
AB 1( 6ill &ou use %unctional location BOMsC
AB ? @Ees
? @9o
AB 2( =o8 are t!e& structure-C
AB
AB 3( 6ill &ou nee- to use engineering c!ange 'anage'ent to control BOM c!angesC
AB ? @Ees
? @9o
(%(%7% 34uipment Bill of Material
!uestions:
AB 1( Do &ou !a7e structures %or special su">ite'sC
AB ? @Ees
? @9o
AB 2( 3% &es; are t!e& pieces o% e+uip'ent t!at &ou 8ant to trace on 'onitorC
AB ? @Ees
? @9o
AB 3( 3% &ou use e+uip'ent !ierarc!ies; -escri"e so'e e:a'ples o% 8!en an- !o8 t!e& are
structure-.
AB
AB 4( Does &our e+uip'ent inclu-e larger co'ponents t!at &ou 8ant to !an-le in-i7i-uall&;
in or-er to create -a'age an- cost anal&ses %or t!e'C
AB
AB 5( Do &ou currentl& !a7e e+uip'ent BOMs $spare parts lists(C
AB ? @Ees
? @9o
PM<All.-oc
16

AB 6( 3% so; are t!e& store- electronicall&C
AB ? @Ees
? @9o
AB 0( =o8 are e+uip'ent BOMs structure-C
AB
AB ,( =o8 are BOMs lin1e- to e+uip'ent 'astersC
AB
AB 2( 6ill &ou nee- to use *ngineering 4!ange Manage'ent to 'anage &our BOMsC
AB ? @Ees
? @9o
AB 15( Do &ou also construct BOMs 8it! alternati7e 'aterialsC
AB ? @Ees
? @9o
AB 11( Do &ou use 7ariant con%igurationC
AB ? @Ees
? @9o
(%(%8% O#ject ,in9
!uestions:
AB 1( Do &ou 8ant to -e%ine an- represent !orizontal o"#ect lin1sC
AB
AB 2( 3% so; %or 8!ic! o% t!e %ollo8ing o"#ects -o &ou 8ant to -ispla& t!e lin1sC
AB
AB 3( 6!ic! t&pes o% relations!ip e:ist "et8een t!e lin1e- o"#ects $1B1; 1Bn; nBn(C
AB
(%(%:% ;nstalle" Base
!uestions:
AB 1( Do &ou 8ant to use 3Base 'anage'ent $a( purel& %or -ocu'entation an-
'anage'ent o% an o"#ect structure $ie. a pro-uction process( or $"( as a li'ite- su"stitute %or
"ills o% 'aterialC
AB
PM<All.-oc
17

AB 2( 6!ic! o"#ect t&pes are part o% &our installe- "ase !ierarc!&C
AB

(%)% as9 ,ists
!uestions:
AB 1( Do &ou !a7e 8or1 plans %or ser7ice tas1s in &our current 3 s&ste' or -ata"asesC
AB
AB 2( Do &ou 8ant to arc!i7e 'aintenance tas1 listsC 3% so; please pro7i-e a cop& o% &our
-ocu'ent arc!i7ing polic& i% a7aila"le. 3% t!is is not a7aila"le; please -escri"e speci%ic
arc!i7ing re+uire'ents.
AB
(%)%(% .eneral as9 ,ist
!uestions:
AB 1( Do &ou re+uire con%igura"le tas1 listsC
AB
AB 2( Do &ou classi%& general tas1 listsC 3% &es; !o8C
AB
AB 3( =o8 -o &ou group &our general tas1 listsC
AB
(%*% Maintenance Plans
!uestions:
AB 1( =o8 8ill &ou create 'aintenance plans $e.g.; representing in-i7i-ual 'aintenance
ite's or "& grouping a nu'"er o% 'aintenance ite's(C
AB
AB 2( 6ill &ou plan t!e pre7enti7e 'aintenance separatl& %or eac! 'aintenance e+uip'ent
or 8ill &ou esta"lis! a pre7enti7e 'aintenance plan %or a group o% 'aintenance o"#ects $e.g.;
one plan %or a pro-uction line t!at consists o% se7eral pieces o% e+uip'ent(C
AB
AB 3( Do &ou !a7e -i%%erent %re+uencies %or t!e e:ecution o% &our 'aintenance tas1s an-
8oul- &ou li1e to !a7e all o% t!e' in #ust one 'aintenance planC
PM<All.-oc
18

AB
AB 4( 3% t!e 'aintanence plans generate ser7ice entr& s!eets %or a MM e:ternal
'anage'ent; s!oul- t!e& "e -irectl& create- "& t!e plans or a%ter t!e or-ers are
create-/release-C
AB
AB 5( )or 8!at t&pes o% ser7ice o"#ect -o &ou create 'aintenance ite'sC
AB
AB 6( 6ill &ou !a7e pre>-e%ine- acti7it& lists $tas1 lists( %or &our -i%%erent pre7enti7e
'aintenance ser7ices t!at list t!e re+uire- 8or1 steps $inclu-ing esti'ate- 8or1 ti'e(; spare
parts an-/or toolsC
AB
AB 0( 3% &es; are t!ose acti7it& lists speci%ic %or t!e -i%%erent e+uip'ent t&pes $'ac!ine t&pes(
or -i%%erent %unctional locations %or 8!ic! &ou o%%er pre7enti7e 'aintenanceC
AB
AB ,( Do &ou 8ant to arc!i7e 'aintenance plansC 3% so; please pro7i-e a cop& o% &our
-ocu'ent arc!i7ing polic& i% a7aila"le. 3% t!is is not a7aila"le; please -escri"e speci%ic
arc!i7ing re+uire'ents.
AB
(%*%(% Single C1cle Plan
!uestions:
AB 1( 6!at criterion is t!e 'aintenance c&cle "ase- on %or t!e single c&cle 'aintenance
planC
AB
AB 2( 6!at c!aracter -oes t!e c&cle !a7eC
AB
(%*%)% Multiple Counter Plan
!uestions:
AB 1( S!oul- #ust per%or'ance>"ase- $counter>"ase-( or also ti'e>"ase- 'aintenance
c&cles "e integrate- into t!e 'ultiple counter>"ase- 'aintenance planC
AB
AB 2( Do &ou use c&cle sets %or t!e attac!'ent o% 'ultiple counter plansC
PM<All.-oc
19

AB
AB 3( 6!ic! counters %or 8!ic! tec!nical o"#ects $%unctional locations; e+uip'ent( s!oul- "e
assigne- to t!e in-i7i-ual 'aintenance c&clesC
AB
AB 4( 6!ic! ti'e>"ase s!oul- "e use- $%or e:a'ple; calen-ar; %actor& calen-ar; 1e& -ates(C
AB
AB 5( 3% a pre7enti7e 'aintenance acti7it& is co'plete- earl& $"e%ore t!e planne- -ate( or
late $a%ter t!e planne- -ate(; -o &ou t!en also s!i%t t!e ne:t planne- pre7enti7e 'aintenance
acti7ities %or t!e sa'e e+uip'entC
AB
AB 6( 6!en s!oul- pre7enti7e 'aintenance tas1s appear in &our or-er "ac1logC
AB
AB 0( List t!e -i%%erent 'aintenance c&cles; on 8!ic! t!e sc!e-uling o% pre7enti7e
'aintenance acti7ities s!oul- "e "ase-.
AB
AB ,( Do &ou 8ant to plan 'aintenance in-epen-entl& o% &our !ierarc!& o% tec!nical
o"#ectsC
AB
(%*%*% Strateg1 Plan
!uestions:
AB 1( 6!at criterion is t!e 'aintenance c&cle "ase- on %or t!e strateg&>"ase- 'aintenance
planC
AB
AB 2( 6!ic! ti'e>"ase s!oul- "e use- $%or e:a'ple; calen-ar; %actor& calen-ar; 1e& -ates(C
AB
AB 3( 3% a pre7enti7e 'aintenance acti7it& is co'plete- earl& $"e%ore t!e planne- -ate( or
late $a%ter t!e planne- -ate(; -o &ou t!en also s!i%t t!e ne:t planne- pre7enti7e 'aintenance
acti7ities %or t!e sa'e e+uip'entC
AB
AB 4( 6!en s!oul- pre7enti7e 'aintenance tas1s appear in &our or-er "ac1logC
PM<All.-oc
20

AB
AB 5( List t!e -i%%erent 'aintenance c&cles; on 8!ic! t!e sc!e-uling o% pre7enti7e
'aintenance acti7ities s!oul- "e "ase-.
AB
AB 6( Do &ou 8ant to plan 'aintenance in-epen-entl& o% &our !ierarc!& o% tec!nical
o"#ectsC
AB
(%+% Solution Data#ase
!uestions:
AB 1( Do &ou possess tec!nical o"#ects t!at are re+uire- %or -etaile- tec!nical in%or'ation in
or-er to intro-uce necessar& error !an-lingC
AB
AB 2( 3s t!e o%%er o% a solution -ata"ase !elp%ul %or t!e noti%ication processorC
AB
AB 3( Do recurring pro"le's constantl& appear -uring noti%ication processing t!at are lin1e-
8it! a co'ple: solution processC
AB
AB 4( 3s t!ere a "ottlenec1 in specialist 1no8le-ge in &our areaC
AB
AB 5( 3s error -iagnosis an essential step in &our area or is it Fonl&F use- %or s!ort>ter' error
!an-lingC
AB
AB 6( Are &ou alrea-& using $co'puter>supporte-( =elp %or error anal&sis an- !an-ling
"ase- on a 1no8le-ge or error -ata"aseC
AB
(%+%(% S1mptom
!uestions:
AB 1( Structure e:isting pro"le's "ase- on criteriaC
AB
PM<All.-oc
21

(%-% A""itional Master Data
(%-%(% <arrant1
!uestions:
AB 1( Do &ou trac1 8arrantiesC 3% &es; are &ou a guarantor; a 8arrantee; or "ot!C
AB
AB 2( 6!ic! 'aterials contain 8arrant& agree'entsC
AB
AB 3( o 8!ic! o"#ects s!oul- 8arranties "e assigne-C
AB
AB 4( Descri"e t!e -i%%erent 8arranties %or &our o"#ects an- speci%& 8!et!er t!ese s!oul- "e
liste- in-i7i-uall& %or eac! o"#ect.
AB
AB 5( 6!at is t!e current proce-ureC Auto'aticall& or 'anuall&C
AB
AB 6( Do &ou 8ant to o"tain a note on t!e 8arrant& auto'aticall& %or a positi7e 8arrant&
c!ec1 resultC
AB
AB 0( 6!ic! 8arrant& counters are use-C
AB
(%-%)% Counter5Measuring Point
!uestions:
AB 1( Do &ou nee- to recor- t!e per%or'ance o% %unctional locations using 'easuring points
an- countersC
AB ? @Ees
? @9o
AB 2( 3% &es; is counter rea-ing -ata trans%erre- "et8een t!e -i%%erent le7elsC
AB ? @Ees
? @9o
PM<All.-oc
22

AB 3( Do &ou 'easure an- log t!e current con-ition o% t!e e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C 3% &es; -escri"e t!e 'easuring points an-
counters; 8!ic! &ou use %or -i%%erent pieces o% e+uip'ent.
AB
(%-%*% $e=ision
!uestions:
AB 1( 3s t!ere an& re7ision planne- 8!ere a pro-uction line or plant !as to "e s!ut -o8n %or
a certain ti'eC
AB
(%-%+% Catalog
!uestions:
AB 1( Do &ou 8ant to create an inspection catalog o% c!aracteristic %eatures; causes o%
-e%ects; an- usage -ecisions t!at occur 8!en 'aintenance 8or1 is e:ecute-C
AB
AB 2( Descri"e &our current catalogs an- t!eir structure.
AB
(%-%-% Permit
!uestions:
AB 1( Do &ou consi-er per'its in connection 8it! or-ers; %or e:a'ple; 8it! regar- to
8or1ing con-itions or sa%et& aspectsC 3% &es; -escri"e &our per'it proce-ures.
AB
AB 2( 3% &es; 8!o in &our co'pan& is aut!orize- to issue per'itsC
AB
C% Business Processes
(% Plant Maintenance
!uestions:
AB 1( Do &ou 8ant to trans%er t!e 'aintenance !istor& %ro' &our current s&ste' to SAP
./3C
AB
PM<All.-oc
23

AB 2( 3% &es; to 8!ic! o% t!ese o"#ects s!oul- t!e -ata "e trans%erre-C
AB ? @ =istorical or-ers
? @ 6or1 or-ers
? @ 9oti%ications $acti7it& report(
AB 3( 4oul- &our 'aintenance organization operate as a pro%it center $as oppose- to a cost
center(C
AB
AB 4( =o8 -o &ou process 'aintenance costs $%or e:a'ple; settle'ent to cost center(C
AB
AB 5( 3s an& part o% &our 'aintenance organization outsource- $or 8ill it "e in t!e %uture(C
AB
AB 6( Are certain 'aintenance acti7ities al8a&s per%or'e- "& e:ternal contractorsC 3% &es;
-escri"e t!ese t&pes o% 'aintenance 8or1.
AB
AB 0( Do &ou 8ant to set up a 8or1%lo8 %or t!e processing o% noti%ications an-/or or-ersC
AB
(%(% Brea9"o>n Maintenance Processing
(%(%(% ?otification
(%(%(%(% ?otification Creation5Processing
!uestions:
AB 1( 6!o in &our organization is responsi"le %or i-enti%&ing 'aintenance 8or1C
AB
AB 2( 6!o in &our organization is responsi"le %or processing i-enti%ie- 8or1C
AB
AB 3( =o8 -o &ou prioritize i-enti%ie- 8or1C
AB
AB 4( Are &ou restricte- to a certain perio- o% ti'e 8!en e:ecuting t!ese tas1sC
AB
PM<All.-oc
24

AB 5( List t!e "usiness partners $internal an-/or e:ternal( 8!ose a--ress in%or'ation &ou
re+uire 8!en creating t!e noti%ication. A-- ot!er "usiness partners; i% necessar&.
AB ? @ O8ner o% tec!nical o"#ect
? @ Operator o% tec!nical o"#ect
? @ Person responsi"le in &our enterprise organization
? @ Ot!er
AB 6( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB 0( Do &ou 8ant in%or'ation a"out t!e re%erence o"#ect -ispla&e- auto'aticall& 8!en a
noti%ication is create-C 3% &es; 8!at in%or'ationC
AB
AB ,( =o8 -o &ou -escri"e a pro"le'C Do &ou enter a 7er"al pro"le' -escription or -o &ou
use stan-ar-ize- co-es; %or e:a'ple; to -eter'ine t!e -a'age; cause o% -a'age; or o"#ect
partC
AB
AB 2( Do &ou 8ant to lin1 -igitalize- -ocu'ents to noti%icationsC
AB ? @Ees
? @9o
AB 15( Do &ou assign a responsi"le person to eac! tas1C
AB
AB 11( S!oul- t!e person responsi"le %or a tas1 "e in%or'e- auto'aticall& "& t!e s&ste'C
AB
AB 12( =o8 -o &ou 8ant to con%igure t!e inter%ace %or &our noti%ication 8it! regar- to control
-ata; "rea1-o8n -ata; acti7it& -ata; an- tas1 -ataC
AB
AB 13( Do &ou !a7e stan-ar- tas1s t!at &ou al8a&s per%or' %or -i%%erent t&pes o%
noti%icationsC 3% &es; please -escri"e t!e' in -etail.
AB
AB 14( Do &ou recor- t!e per%or'e- acti7ities t!at sol7e- t!e custo'er pro"le' in a
stan-ar-ize- 8a& $%or e:a'ple; using stan-ar-ize- co-es( in or-er to e7aluate possi"le
solutions %or a pro"le'C
PM<All.-oc
25

AB
AB 15( Do &ou 8ant to set up an escalation 8or1%lo8 %or noti%ications an- tas1sC
AB
AB 16( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
AB 10( =o8 an- 8!en are noti%ications co'plete-C
AB
(%(%(%)% as9 Definition
!uestions:
AB 1( =o8 -o &ou plan t!e processing o% a 'aintenance noti%icationC Do &ou use tas1s
-uring processingC
AB
AB 2( 3% &ou use noti%ication tas1s; gi7e so'e e:a'ples.
AB
AB 3( 6!o is responsi"le %or per%or'ing a 'aintenance tas1C
AB
AB 4( Do pre-e%ine- %ollo8>up tas1s result auto'aticall& %ro' co'plete- tas1sC
AB
AB 5( 3s t!ere a set proce-ure %or !o8 &ou react to 'al%unctionsC
AB
AB 6( Do &ou per%or' 'aintenance 8or1 8it! or 8it!out entering costsC
AB
(%(%(%*% ?otification Printing
!uestions:
AB 1( Do &ou print noti%icationsC
AB ? @Ees
PM<All.-oc
26

? @9o
AB 2( Pro7i-e so'e e:a'ples o% t!e output %or'at$s( %or noti%ications.
(%(%(%+% 3ntr1 of ec/nical Fin"ings
!uestions:
AB 1( Do &ou recor- tec!nical in%or'ation $%or e:a'ple; 8!ic! part o% t!e e+uip'ent 8as
"ro1en; -a'age; cause o% -a'age( a"out a 'aintanence pro"le' in or-er to create a ser7ice
!istor& or to ena"le %urt!er e7aluationsC
AB ? @Ees
? @9o
AB 2( 6!ic! tec!nical -ata s!oul- "e recor-e- an- 8!o is responsi"leC
AB
AB 3( 6!en -o &ou -ocu'ent tec!nical %in-ingsC
AB
AB 4( Do &ou 8ant to !a7e a co-ing s&ste'; 8!ic! allo8s stan-ar-ize- entr& o% tec!nical
in%or'ationC 3% &es; list t!e -i%%erent categories $%or e:a'ple; -a'age(; %or 8!ic! &ou 8ant to
!a7e co-es.
AB
(%(%(%-% ?otification Arc/i=ing
!uestions:
AB 1( Descri"e &our speci%ic arc!i7ing re+uire'ents.
AB
AB 2( Do &ou 8ant to arc!i7e noti%icationsC 3% so; pro7i-e a cop& o% &our -ocu'ent arc!i7ing
polic&. 3% t!is is not a7aila"le; please -escri"e speci%ic arc!i7ing re+uire'ents.
AB
(%(%)% Or"er
(%(%)%(% Or"er Creation5Processing
!uestions:
AB 1( 6!at -i%%erent t&pes o% 'aintenance -o &ou !a7e in &our co'pan& $%or e:a'ple;
pre7enti7e 'aintenance; repair; installation(C 4reate a list o% t!e 'aintenance t&pes an-
outline t!e -i%%erences in planning an- e:ecution.
AB
PM<All.-oc
27

AB 2( Mar1 in t!e %ollo8ing list 8!et!er 'aintenance tas1s are per%or'e- "& e'plo&ees
an-/or contractors.
AB
AB 3( 6!at in%or'ation a"out la"or resources $%or e:a'ple; a7aila"ilit& an- nu'"er o%
people; -uration o% 8or1; split o% operation( -o &ou re+uire %ro' t!e s&ste' 8!en planning
'aintenance or-ersC
AB
AB 4( =o8 -o &ou procee- 8it! an e:ternal assign'ent 8it! t!e su">contractorC 4!oose
one or 'ore o% t!e %ollo8ing options.
AB
AB 5( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB 6( 6ill se7eral tec!nicians 8or1 on t!e sa'e 'aintenance tas1C
AB ? @Ees
? @9o
AB 0( Do &ou 8ant to assign in-i7i-ual operations to particular peopleC
AB
AB ,( Do &ou 8ant to con%igure a special searc! !elp %or partners in &our or-erC
AB
AB 2( )or 8!ic! operation t&pes -o &ou 8ant to represent t!e operation -escription using
ser7ice speci%icationsC
AB
AB 15( Do &ou 8ant to -e%ine s1ills an-/or +uali%ications %or 'aintenance or-er operationsC
AB ? @Ees
? @9o
AB 11( Do &ou pro7i-e t!e tec!nicians 8!o per%or' t!e pre7enti7e 'aintenance 8it! a list o%
acti7itiesC 3% &es; !o8 -etaile- are t!e&C
AB
AB 12( Do &ou use pre>-e%ine- tas1 lists in 8or1 or-er planningC
AB ? @Ees
? @9o
PM<All.-oc
28

AB 13( 3% &es; 8!ic! o% t!e %ollo8ing t&pes o% tas1 lists -o &ou re+uireC
AB
AB 14( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 15( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
AB 16( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 10( Do &ou 8ant to generate purc!ase re+uisitions an- reser7ations 8!en t!e or-er is
create-C
AB
AB 1,( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 12( Do &ou 8ant to generate collecti7e purc!ase re+uisitions or in-i7i-ual purc!ase
re+uisitions %or eac! e:ternal ite'C
AB
AB 25( =o8 -o &ou 8ant to plan special tools; -ocu'ents an- so on; 8!ic! are re+uire- to
e:ecute 'aintenance acti7itiesC
AB
AB 21( Do &ou use 8or1 or-er per'its; %or e:a'ple; to 'anage 8or1ing con-itions or sa%et&
'attersC
AB ? @Ees
? @9o
AB 22( At 8!at inter7als -o &ou 8ant to sc!e-ule 8or1 $%or e:a'ple; -ail&; 8ee1l&; 'ont!l&(C
AB
PM<All.-oc
29

AB 23( =o8 -o &ou 8ant to prioritize 8or1C
AB
AB 24( At 8!ic! le7el -o &ou plan 8or1 $%or e:a'ple; %or a s!i%t; cre8; s1ill; +uali%ication; or
an in-i7i-ual person an- so on(C
AB
AB 25( =o8 -etaile- is &our planning $%or e:a'ple; usage "ac1log; capacit& e7aluation;
capacit& sc!e-uling(C
AB
AB 26( S!oul- t!e capacit& loa-; 8!ic! 8as %or'e- %or all t!e capacit& t&pes o% t!e PP 8or1
centers; "e re-uce- %or t!e -uration o% a 'aintenance tas1 planne- in a 8or1 or-erC
AB
AB 20( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
AB 2,( Do &ou use 'aintenance or-ers %or processing in7est'ent 'easuresC 3% &es; s!oul-
t!e asset un-er construction "e create- auto'aticall& or 'anuall&C
AB
AB 22( Do &ou 8ant t!e 'aintenance or-er to "e integrate- 8it! one o% t!e %ollo8ing
4ontrolling co'ponentsC
AB
(%(%)%)% Material Planning
!uestions:
AB 1( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 2( 6!o per%or's 'aterial planning %or or-ers in &our co'pan&C
AB
AB 3( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
PM<All.-oc
30

AB 4( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 5( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 6( 3s t!ere an appro7al proce-ure %or e:ternal purc!ase or-ers an- 'aterial
8it!-ra8alsC 3% &es; -escri"e it.
AB
(%(%)%*% Or"er Permit
!uestions:
AB 1( Do &ou consi-er per'its in connection 8it! or-ers; %or e:a'ple; 8it! regar- to
8or1ing con-itions or sa%et& aspectsC 3% &es; -escri"e &our per'it proce-ures.
AB
AB 2( 3% &es; 8!o in &our co'pan& is aut!orize- to issue per'itsC
AB
(%(%)%+% Or"er $elease
!uestions:
AB 1( 6!o in &our organization is allo8e- to release 'aintenance or-ers $%or e:a'ple;
'aintenance planner; -ispatc!er(C
AB
AB 2( Do &ou nee- to restrict t!e release until a process is co'plete- or aut!orization
o"taine-C 3% &es; -escri"e t!e process.
AB
AB 3( Are t!ere instances 8!ere or-ers s!oul- "e release- auto'aticall&C
AB
(%(%)%-% <or9 Clearance Management
!uestions:
AB 1( 6!at s!oul- "e t!e relations!ip "et8een t!e o"#ects in 6or1 4learance Manage'ent
$or-er; 8or1 appro7al; 8or1 clearance application; 8or1 clearance -ocu'ent an- so on(C
AB
PM<All.-oc
31

AB 2( Do con%licts e:ist "et8een t!e con-itions o% -i%%erent tec!nical o"#ectsC De%ine t!ese.
AB
AB 3( 6!ic! -i%%erent appro7al steps are re+uire- %or &our 8or1 clearance processC
Descri"e t!e concept or process %lo8 o% &our appro7al process.
AB
AB 4( 6!ic! e'plo&ee is responsi"le %or 8!ic! t&pes o% appro7alsC Descri"e t!e
applications.
AB
AB 5( 6!ic! e'plo&ee s!oul- "e in%or'e- a"out 8!ic! su"#ect or o"#ect con-ition at 8!ic!
ti'eC
AB
AB 6( S!oul- t!e e'plo&ees in7ol7e- later in t!e appro7al process "e in%or'e-
auto'aticall& o% t!e progress o% pre7ious appro7al le7els $6or1%lo8(C
AB
(%(%)%6% Or"er Printing
!uestions:
AB 1( 3-enti%& t!e internal papers t!at &ou re+uire %or t!e -i%%erent people an- or-er t&pes
in7ol7e- $%or e:a'ple; #o" tic1et %or e'plo&ee; pic1ing list(.
AB
AB 2( Pro7i-e so'e representati7e la&out e:a'ples.
AB 3( Do &ou assign printers to t!e people in7ol7e-C
AB
(%(%)%7% Or"er 3@ecution
!uestions:
AB 1( 9oteB !is process is onl& %or 'aintenance acti7ities per%or'e- 'anuall& on tec!nical
s&ste's "& t!e tec!nician.
AB
AB 2( =o8 is 'aterial 8it!-ra8n %or t!e or-erC
AB
PM<All.-oc
32

AB 3( Do &ou 8or1 8it! close- or open 8are!ousesC
AB
AB 4( S!oul- t!e 8are!ouse "e in%or'e- o% i''inent 'aterial 8it!-ra8als using a 'aterial
a7aila"ilit& slipC
AB
(%(%*% Capacit1 Planning
(%(%*%(% Capacit1 3=aluation
!uestions:
AB 1( 3s it necessar& to -eter'ine i% a person is a7aila"le to -o a tas1C $3% &es; consi-er
using e'plo&ee s!i%t sc!e-uling.(
AB
AB 2( Do &ou 8ant to c!ange capacit&/8or1 centers %or perio-s 8it! o7erloa-C $3% &es;
consi-er c!anging t!e 8or1 center/assign'ent/acti7it& -ates 'anuall& %ro' t!e e7aluation
reports.(
AB
AB 3( Do &ou -o s!ort ter' capacit& planningC $3% &es; ensure t!e ti'e !orizon %or t!e
capacit& e7alution re%lects t!e appropriate ti'e perio-. 3% no; ensure t!e ti'e !orizon %or t!e
capacit& e7aluation re%lects t!e appropriate ti'e perio-.(
AB
AB 4( Do &ou utilize &our personnel resources/capacities per process or enterprise>8i-eC $3%
&es; consi-er using 8or1 center !ierarc!ies.(
AB
AB 5( Are resources to "e s!are- across -epart'ents $%or e:a'ple plant 'aintenance an-
pro#ets(C
AB
AB 6( 6!ic! or-er t&pe -o &ou 8ant to use %or capacit& e7aluationC
AB
(%(%*%)% Capacit1 Dispatc/ing an" ,e=eling
!uestions:
AB 1( Do &ou process t!e o7erloa- on capacities/81 centersC $3% &es; &ou coul- use t!e
capacit& le7eling %unctions> -ispatc!ing an- -eallocating(.
AB
PM<All.-oc
33

AB 2( Do &ou pre%er to use a grap!ical planning tool %or capacit& le7elingC $3% &es; use t!e
grap!ical capacit& planning tool 3% no; consi-er using t!e ta"ular capacit& planning tool.(
AB
AB 3( Do &ou 8ant to assign a7aila"le capacities to or-er operationsC
AB ? @Ees
? @9o
AB 4( 6!en &ou split or-er operations; -o &ou 8ant t!e s&ste' to create capacit& loa-s
auto'aticall& %or in-i7i-ual peopleC
AB
AB 5( 6!ic! t&pe o% planning ta"le -o &ou 8ant to useC
AB
AB 6( 6!ic! planning strategies 8ill &ou use %or Se+uencingC
AB
(%(%+% Mo"ification of ec/nical S1stems
(%(%+%(% ;nstallationA Dismantling an" Mo"ification of 34uipment
!uestions:
AB 1( Are installation operations in &our co'pan& per%or'e- "& &our o8n tec!nicians or
assigne- e:ternall&C
AB
AB 2( =o8 are -is'antling proce-ures per%or'e- at &our co'pan&C
AB
AB 3( 6!ic! co'ponents are e:c!ange-C
AB
AB 4( Are -is'antle- parts re%ur"is!e-C 3% &es; -escri"e t!e re%ur"is!'ent process.
AB
AB 5( S!oul- a !istor& "e 'anage- %or t!e e:c!ange- partsC
AB
AB 6( 6!o -ocu'ents t!e 'o-i%ication o% a tec!nical s&ste' an- 8!enC
PM<All.-oc
34

AB
AB 0( Do c!anges also !a7e to "e 'a-e to t!e s&ste' 'aster -uring 'o-i%ication 8or1C
AB
(%(%-% Material Mo=ements
(%(%-%(% .oo"s ;ssue Processing
!uestions:
AB 1( 6!o posts t!e goo-s issueC
AB
AB 2( =o8 -o &ou recor- 'aterials issue- %ro' storesC
AB
AB 3( =o8 -o &ou -ocu'ent 'aterials supplie- "& t!e su"contractorsC
AB
AB 4( =o8 8ill t!e consu'ption o% t!ese parts "e recor-e- an- 8!o 8ill post t!eir
8it!-ra8al in t!e s&ste'C
AB
AB 5( =o8 -o &ou -ocu'ent 'aterials t!at are or-ere- %or speci%ic 8or1 or-ersC
AB
AB 6( =o8 -o &ou 8is! to -ocu'ent 8!ic! 'aterials 8ere recei7e- speci%icall& %or a 8or1
or-erC
AB
AB 0( =o8 'uc! ti'e elapses "et8een t!e actual goo-s issue an- its posting in t!e
s&ste'C
AB
AB ,( 3s t!e posting 'a-e online or in "atc! 'o-eC
AB
AB 2( Are -eli7eries poste- in-i7i-uall& or %or eac! group o% goo-s issuesC
AB
PM<All.-oc
35

AB 15( 3s stoc1 poste- to t!e recei7ing siteC 3% so; 8!ic! t&pe o% stoc1 $stoc1 in transit;
a7aila"le stoc1; etc.(C
AB
AB 11( 6!ic! -ocu'ents are generate- in con#unction 8it! t!is posting an- 8!at
in%or'ation -o t!e& containC
AB
(%(%6% Completion Confirmation
!uestions:
AB 1( Do &ou or &our e'plo&ees enter co'pletion con%ir'ations o% ti'eC
AB
AB 2( 6!o con%ir's or-ers in &our co'pan&C
AB
AB 3( Are t!e co'pletion con%ir'ations in &our co'pan& entere- at t!e le7el o% personnel
nu'"erC
AB
AB 4( S!oul- t!e superior appro7e t!e ti'es recor-e- "& t!e e'plo&eesC
AB
AB 5( Do &ou also 8ant to con%ir' use- 'aterial at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 6( S!oul- t!e tec!nical co'pletion $%or e:a'ple; %or "rea1-o8n ti'es; causes o%
-a'age; tas1s an- so on( "e 'a-e at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 0( Do &ou also 8ant to enter 'easure'ent rea-ings 8it! t!e co'pletion con%ir'ationC
AB
AB ,( Do &ou use t!e integration 8it! t!e =. 'o-uleC
AB ? @Ees
? @9o
AB 2( Do &ou create co'pletion con%ir'ations centrall&; or -oes eac! e'plo&ee enter t!eir
o8n ti'es t!e'sel7esC
PM<All.-oc
36

AB
AB 15( Do &ou issue con%ir'ation slips to &our e'plo&eesC
AB
AB 11( =o8 'an& ti'es per -a& -o &our e'plo&ees enter t!eir 8or1ing ti'eC
AB
AB 12( 6ill &ou use a Plant Data 4ollection $PD4( s&ste' %or &our co'pletion
con%ir'ationsC
AB
AB 13( Do &ou enter t!e 8or1ing ti'es o% contractorsC 3% &es; !o8 s!oul- t!e e:ternal
ser7ices "e entere-C
AB
(%(%6%(% ;n"i=i"ual ime Confirmation
!uestions:
AB 1( Do &ou enter t!e a"solute -uration or perio- o% ti'e $%ro'...to(C
AB
AB 2( Do &ou -i%%erentiate t!e ti'es entere- accor-ing to ot!er acti7iti& t&pes $%or e:a'ple;
to -istinguis! "et8een nor'al 8or1 !ours an- o7erti'e(C
AB
AB 3( 3s t!e con%ir'ation o% &our ser7ices person>"ase-C
AB
AB 4( 3n 8!at unit an- 8it! 8!at accurac& -o &ou 8ant to enter ser7icesC
AB
(%(%6%)% O=erall Completion Confirmation
!uestions:
AB 1( 6!ic! e'plo&ees con%ir' 8!ic! -ataC
AB
AB 2( Are internal ser7ices con%ir'e-C
AB
PM<All.-oc
37

(%(%6%*% ime S/eet Processing
!uestions:
AB 1( 3n 8!ic! s&ste's -o &ou trac1 e'plo&ee 'aster -ataC Are 8age rates onl&
'aintaine- in t!e ./3 S&ste' or in ot!er s&ste's tooC
AB
AB 2( Do &ou use t!is -ata as a "asis %or in-irect acti7it& allocation to cost o"#ects; cost
centers; inernal or-ers an- so onC
AB ? @Ees
? @9o
AB 3( *:plain !o8 suc! a ti'e s!eet is structure- to-a& an- !o8 it s!oul- "e structure- in
%uture $8!at in%or'ation -o &ou nee- on t!e ti'e s!eetC(.
AB
AB 4( Does e7er&one 8!o recor-s 8or1ing ti'e !a7e a personal nu'"er in =.C $3% not;
4AS is not supporte-.(
AB ? @Ees
? @9o
AB 5( 6!ic! o% &our e'plo&ees s!oul- %ill out ti'es!eetsC
AB
AB 6( =o8 -o &our e'plo&ees enter an- trac1 8or1ing ti'esC
AB
AB 0( Are t!e la"or costs calculate- "ase- on actual costs or stan-ar- ratesC
AB
AB ,( =o8 -o &ou -eter'ine t!ese la"or ratesC
AB
AB 2( Please e:plain t!e proce-ure; !o8 e'plo&ees in &our co'pan& trac1 an- report ti'e
to-a&.
AB
AB 15( 3n 8!ic! s&ste' -o &ou 8ant to run pa&rollC
AB
PM<All.-oc
38

AB 11( Are t!ere special con-itions %or la"or costs 8!en e'plo&ees 8or1 in -i%%erent
countries or %or -i%%erent pro%it centers $%or e:a'ple; i% an e'plo&ee %ro' t!e GH 8or1s on a
pro#ect in Ger'an&(C
AB
AB 12( Do &ou enter la"or in co'plete !ours or cloc1 ti'eC
AB
AB 13( =o8 -o &our e'plo&ees enter trip costsC Are t!e trips lin1e- to t!e recor-ing o%
8or1ing ti'eC Descri"e in -etail.
AB
AB 14( Do &ou use t!e SAP e'plo&ee reporting s&ste'C
AB
AB 15( 3-enti%& t!e -i%%erent categories o% acti7it& $acti7it& t&pes( t!at &ou use %or esti'ation;
planning an- settle'ent purposesC
AB
AB 16( 6!at are t!e 7arious cost collectors; to 8!ic! e'plo&ees 8ill c!arge ti'e $%or
e:a'ple; cost centers; pro#ects; internal or-ers(C
AB
AB 10( Do su">contractors an- ot!er t!ir- part& la"or sources !a7e to enter 8or1 using
ti'es!eetsC
AB
AB 1,( Are t!ese e:ternal ser7ices settle- to a cost center or -irectl& to t!e pro#ectC
AB
AB 12( Do &ou recor- o7erti'eC
AB
AB 25( =o8 is t!e cost o% o7erti'e calculate-C Do &ou !a7e -i%%erent t&pes o% o7erti'e $%or
e:a'ple; ti'e an- a !al%; -ou"le ti'e(C
AB
PM<All.-oc
39

AB 21( Do &ou trac1 in-irect la"or !ours; suc! as 7acation; sic1ness; !oli-a&...C 3% &es;
-e%ine t!e categories &ou re+uire an- t!eir entr& t&pe.
AB
AB 22( 6!ic! %inancial entries -o &ou currentl& 'a1e %or &our la"or -istri"utionC
AB
AB 23( =o8 -o e'plo&ees recor- t!eir 8or1ing ti'e $ti'e; -etail; 'e-iu'/s&ste'(C
AB
(%(%6%+% ime S/eet Permit
!uestions:
AB 1( 6!at is &our current ti'es!eet appro7al strateg& %or e'plo&ees an- e:ternal
ser7icesC
AB
AB 2( *:plain t!e per'it proce-ure %or 8or1ing ti'e or recor-ing o% acti7it& allocation %or
&our e'plo&ees.
AB
AB 3( Do &ou !a7e an e:ternal reporting s&ste' %or 8or1ing ti'esC
AB
AB 4( =o8 'an& e'plo&ees -oes t!e person responsi"le %or appro7al 'anageC
AB
(%(%6%-% For>ar"ing of ime S/eet Data to PM
!uestions:
AB 1( Do &ou 8ant to trans%er recor-e- acti7it& allocations to 4ontrolling using t!e ti'e
s!eetC
AB ? @Ees
? @9o
AB 2( =o8 o%ten -oes t!is trans%er ta1e place $-ail&; 8ee1l& an- so on(C
AB
AB 3( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
PM<All.-oc
40

(%(%6%6% ime S/eet $eport
!uestions:
AB 1( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
AB 2( Do &ou nee- to see -a&s t!at !a7e not ti'es!eet entriesC
AB
AB 3( Do &ou nee- an e7aluation; -o see t!e -a&s on 8!ic! personnel enter 'ore t!an a
-e%ine- nu'"er o% !oursC
AB
AB 4( Do &ou !a7e to see t!e e'plo&ee na'e in t!e -ocu'ents %or t!e recei7ing
co'ponentC
AB
AB 5( Do -i%%erent roles nee- to see -i%%erent ti'es!eet in%or'ationC $3% &es; create report
7ariants.(
AB
(%(%6%7% Ser=ice 3ntr1 S/eet
!uestions:
AB 1( Do &ou 8is! to process or -ocu'ent co'pletion o% t!e ser7ices per%or'e- "& t!e
ser7ice pro7i-erC
AB
(%(%6%8% 3ntr1 of ec/nical Fin"ings
!uestions:
AB 1( Do &ou recor- tec!nical in%or'ation $%or e:a'ple; 8!ic! part o% t!e e+uip'ent 8as
"ro1en; -a'age; cause o% -a'age( a"out a 'aintanence pro"le' in or-er to create a ser7ice
!istor& or to ena"le %urt!er e7aluationsC
AB ? @Ees
? @9o
AB 2( 6!ic! tec!nical -ata s!oul- "e recor-e- an- 8!o is responsi"leC
AB
AB 3( 6!en -o &ou -ocu'ent tec!nical %in-ingsC
PM<All.-oc
41

AB
AB 4( Do &ou 8ant to !a7e a co-ing s&ste'; 8!ic! allo8s stan-ar-ize- entr& o% tec!nical
in%or'ationC 3% &es; list t!e -i%%erent categories $%or e:a'ple; -a'age(; %or 8!ic! &ou 8ant to
!a7e co-es.
AB
(%(%6%:% Measurement Document Processing
!uestions:
AB 1( Do &ou 'easure an- recor- t!e current con-ition o% &our e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C Descri"e t!e -i%%erent 'easuring points
an- counters t!at &ou re+uire %or t!e -i%%erent pieces o% e+uip'ent.
AB
AB 2( =o8 -o &ou procee- i% a 'easure'ent rea-ing lies outsi-e o% a pre>-e%ine-
'easure'ent rangeC
AB
(%(%6%(B% Measurement Document Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e 'easure'ent -ocu'entsC 3% so;pro7i-e a cop& o% &our
-ocu'ent arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
(%(%7% Settlement an" Completion
(%(%7%(% ec/nical Or"er Completion
!uestions:
AB 1( 6!o -eci-es 8!et!er t!e 8or1 is tec!nicall& co'plete- an- 8!enC
AB
(%(%7%)% Or"er Settlement
!uestions:
AB 1( 6!o settles or-ers in &our co'pan& an- 8!enC
AB
AB 2( =o8 -o &ou 8ant to settle 'aintenance or-ers in generalC
AB
AB 3( =o8 o%ten an- accor-ing to 8!ic! rules -o &ou 8ant to settle or-ers C
AB
PM<All.-oc
42

AB 4( Do &ou inten- to set up a pro%it center anal&sis 8it!in &our co'pan&C
AB ? @Ees
? @9o
AB 5( Do &ou 8ant to e:a'ine &our cost ele'ents %or t!e settle'ent o% or-ers in greater
-etailC
AB
(%(%7%*% Business Or"er Completion
!uestions:
AB 1( 6!o -eci-es 8!et!er t!e 8or1 is %ull& co'plete- $"usiness co'pletion( an- 8!enC
AB
AB 2( 6!ic! criteria -o &ou use to -eci-e 8!et!er 8or1 is %ull& co'plete-C
AB
(%(%7%+% Or"er Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e or-ersC 3% so; please pro7i-e a cop& o% &our -ocu'ent
arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
AB 2( =o8 long -o &ou 8ant to retain or-ers in t!e s&ste' "e%ore t!e& are arc!i7e-C
AB
AB 3( Do &ou 8ant to arc!i7e or-ersC
AB
(%(%7%-% Cistorical Or"er D 3ntr1
!uestions:
AB 1( Do &ou create !istorical or-ers to 1eep trac1 o% 'aintenance 8or1 t!at !as alrea-&
"een co'plete-C
AB ? @Ees
? @9o
(%(%8% ;nformation S1stem
(%(%8%(% 3=aluations of Plant Maintenance ;nformation S1stem [PM;S&
!uestions:
PM<All.-oc
43

AB 1( 6!ic! anal&sis s&ste' is -e%ine- in &our co'pan&C
AB
AB 2( Please -escri"e in -etail t!e -i%%erent anal&ses/reports t!at &ou 8ill use.
AB

(%)% Planne" Maintenance Processing
(%)%(% Maintenance Planning
!uestions:
AB 1( 9oteB )or in%or'ation a"out t!e 'aintenance plan; see -ocu'entation on 'aster
-ata.
AB
(%)%(%(% Maintenance Plan Sc/e"uling
!uestions:
AB 1( Do &ou sc!e-ule &our 'aintenance plans 'anuall&; or s!oul- t!e s&ste' per%or' t!e
sc!e-uling auto'aticall&C
AB
(%)%(%)% Maintenance Call Processing
!uestions:
AB 1( 6!ic! o"#ects s!oul- "e generate- %or 'aintenance callsC
AB
AB 2( S!oul- sc!e-ule- or-ers "e release- auto'aticall& 8!en t!e& are create-C
AB ? @Ees
? @9o
(%)%)% ?otification
(%)%)%(% ?otification Creation5Processing
!uestions:
AB 1( 6!o in &our organization is responsi"le %or i-enti%&ing 'aintenance 8or1C
AB
AB 2( 6!o in &our organization is responsi"le %or processing i-enti%ie- 8or1C
AB
AB 3( =o8 -o &ou prioritize i-enti%ie- 8or1C
PM<All.-oc
44

AB
AB 4( Are &ou restricte- to a certain perio- o% ti'e 8!en e:ecuting t!ese tas1sC
AB
AB 5( List t!e "usiness partners $internal an-/or e:ternal( 8!ose a--ress in%or'ation &ou
re+uire 8!en creating t!e noti%ication. A-- ot!er "usiness partners; i% necessar&.
AB
AB 6( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB 0( Do &ou 8ant in%or'ation a"out t!e re%erence o"#ect -ispla&e- auto'aticall& 8!en a
noti%ication is create-C 3% &es; 8!at in%or'ationC
AB
AB ,( =o8 -o &ou -escri"e a pro"le'C Do &ou enter a 7er"al pro"le' -escription or -o &ou
use stan-ar-ize- co-es; %or e:a'ple; to -eter'ine t!e -a'age; cause o% -a'age; or o"#ect
partC
AB
AB 2( Do &ou 8ant to lin1 -igitalize- -ocu'ents to noti%icationsC
AB ? @Ees
? @9o
AB 15( Do &ou assign a responsi"le person to eac! tas1C
AB
AB 11( S!oul- t!e person responsi"le %or a tas1 "e in%or'e- auto'aticall& "& t!e s&ste'C
AB
AB 12( =o8 -o &ou 8ant to con%igure t!e inter%ace %or &our noti%ication 8it! regar- to control
-ata; "rea1-o8n -ata; acti7it& -ata; an- tas1 -ataC
AB
AB 13( Do &ou !a7e stan-ar- tas1s t!at &ou al8a&s per%or' %or -i%%erent t&pes o%
noti%icationsC 3% &es; please -escri"e t!e' in -etail.
AB
PM<All.-oc
45

AB 14( Do &ou recor- t!e per%or'e- acti7ities t!at sol7e- t!e custo'er pro"le' in a
stan-ar-ize- 8a& $%or e:a'ple; using stan-ar-ize- co-es( in or-er to e7aluate possi"le
solutions %or a pro"le'C
AB
AB 15( Do &ou 8ant to set up an escalation 8or1%lo8 %or noti%ications an- tas1sC
AB
AB 16( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
AB 10( =o8 an- 8!en are noti%ications co'plete-C
AB
(%)%)%)% ?otification Printing
!uestions:
AB 1( Do &ou print noti%icationsC
AB ? @Ees
? @9o
AB 2( Pro7i-e so'e e:a'ples o% t!e output %or'at$s( %or noti%ications.
(%)%*% Or"er
(%)%*%(% Or"er Creation5Processing
!uestions:
AB 1( 6!at -i%%erent t&pes o% 'aintenance -o &ou !a7e in &our co'pan& $%or e:a'ple;
pre7enti7e 'aintenance; repair; installation(C 4reate a list o% t!e 'aintenance t&pes an-
outline t!e -i%%erences in planning an- e:ecution.
AB
AB 2( Mar1 in t!e %ollo8ing list 8!et!er 'aintenance tas1s are per%or'e- "& e'plo&ees
an-/or contractors.
AB
AB 3( 6!at in%or'ation a"out la"or resources $%or e:a'ple; a7aila"ilit& an- nu'"er o%
people; -uration o% 8or1; split o% operation( -o &ou re+uire %ro' t!e s&ste' 8!en planning
'aintenance or-ersC
AB
AB 4( =o8 -o &ou procee- 8it! an e:ternal assign'ent 8it! t!e su">contractorC 4!oose
one or 'ore o% t!e %ollo8ing options.
PM<All.-oc
46

AB
AB 5( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB 6( 6ill se7eral tec!nicians 8or1 on t!e sa'e 'aintenance tas1C
AB ? @Ees
? @9o
AB 0( Do &ou 8ant to assign in-i7i-ual operations to particular peopleC
AB
AB ,( Do &ou 8ant to con%igure a special searc! !elp %or partners in &our or-erC
AB
AB 2( )or 8!ic! operation t&pes -o &ou 8ant to represent t!e operation -escription using
ser7ice speci%icationsC
AB
AB 15( Do &ou 8ant to -e%ine s1ills an-/or +uali%ications %or 'aintenance or-er operationsC
AB ? @Ees
? @9o
AB 11( Do &ou pro7i-e t!e tec!nicians 8!o per%or' t!e pre7enti7e 'aintenance 8it! a list o%
acti7itiesC 3% &es; !o8 -etaile- are t!e&C
AB
AB 12( Do &ou use pre>-e%ine- tas1 lists in 8or1 or-er planningC
AB ? @Ees
? @9o
AB 13( 3% &es; 8!ic! o% t!e %ollo8ing t&pes o% tas1 lists -o &ou re+uireC
AB
AB 14( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 15( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
PM<All.-oc
47

AB
AB 16( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 10( Do &ou 8ant to generate purc!ase re+uisitions an- reser7ations 8!en t!e or-er is
create-C
AB
AB 1,( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 12( Do &ou 8ant to generate collecti7e purc!ase re+uisitions or in-i7i-ual purc!ase
re+uisitions %or eac! e:ternal ite'C
AB
AB 25( =o8 -o &ou 8ant to plan special tools; -ocu'ents an- so on; 8!ic! are re+uire- to
e:ecute 'aintenance acti7itiesC
AB
AB 21( Do &ou use 8or1 or-er per'its; %or e:a'ple; to 'anage 8or1ing con-itions or sa%et&
'attersC
AB ? @Ees
? @9o
AB 22( At 8!at inter7als -o &ou 8ant to sc!e-ule 8or1 $%or e:a'ple; -ail&; 8ee1l&; 'ont!l&(C
AB
AB 23( =o8 -o &ou 8ant to prioritize 8or1C
AB
AB 24( At 8!ic! le7el -o &ou plan 8or1 $%or e:a'ple; %or a s!i%t; cre8; s1ill; +uali%ication; or
an in-i7i-ual person an- so on(C
AB
AB 25( =o8 -etaile- is &our planning $%or e:a'ple; usage "ac1log; capacit& e7aluation;
capacit& sc!e-uling(C
PM<All.-oc
48

AB
AB 26( S!oul- t!e capacit& loa-; 8!ic! 8as %or'e- %or all t!e capacit& t&pes o% t!e PP 8or1
centers; "e re-uce- %or t!e -uration o% a 'aintenance tas1 planne- in a 8or1 or-erC
AB
AB 20( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
AB 2,( Do &ou use 'aintenance or-ers %or processing in7est'ent 'easuresC 3% &es; s!oul-
t!e asset un-er construction "e create- auto'aticall& or 'anuall&C
AB
AB 22( Do &ou 8ant t!e 'aintenance or-er to "e integrate- 8it! one o% t!e %ollo8ing
4ontrolling co'ponentsC
AB
(%)%*%)% Material Planning
!uestions:
AB 1( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 2( 6!o per%or's 'aterial planning %or or-ers in &our co'pan&C
AB
AB 3( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
AB 4( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 5( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
PM<All.-oc
49

AB 6( 3s t!ere an appro7al proce-ure %or e:ternal purc!ase or-ers an- 'aterial
8it!-ra8alsC 3% &es; -escri"e it.
AB
(%)%*%*% Or"er Permit
!uestions:
AB 1( Do &ou consi-er per'its in connection 8it! or-ers; %or e:a'ple; 8it! regar- to
8or1ing con-itions or sa%et& aspectsC 3% &es; -escri"e &our per'it proce-ures.
AB
AB 2( 3% &es; 8!o in &our co'pan& is aut!orize- to issue per'itsC
AB
(%)%*%+% Or"er $elease
!uestions:
AB 1( 6!o in &our organization is allo8e- to release 'aintenance or-ers $%or e:a'ple;
'aintenance planner; -ispatc!er(C
AB
AB 2( Do &ou nee- to restrict t!e release until a process is co'plete- or aut!orization
o"taine-C 3% &es; -escri"e t!e process.
AB
AB 3( Are t!ere instances 8!ere or-ers s!oul- "e release- auto'aticall&C
AB
(%)%*%-% <or9 Clearance Management
!uestions:
AB 1( 6!at s!oul- "e t!e relations!ip "et8een t!e o"#ects in 6or1 4learance Manage'ent
$or-er; 8or1 appro7al; 8or1 clearance application; 8or1 clearance -ocu'ent an- so on(C
AB
AB 2( Do con%licts e:ist "et8een t!e con-itions o% -i%%erent tec!nical o"#ectsC De%ine t!ese.
AB
AB 3( 6!ic! -i%%erent appro7al steps are re+uire- %or &our 8or1 clearance processC
Descri"e t!e concept or process %lo8 o% &our appro7al process.
AB
PM<All.-oc
50

AB 4( 6!ic! e'plo&ee is responsi"le %or 8!ic! t&pes o% appro7alsC Descri"e t!e
applications.
AB
AB 5( 6!ic! e'plo&ee s!oul- "e in%or'e- a"out 8!ic! su"#ect or o"#ect con-ition at 8!ic!
ti'eC
AB
AB 6( S!oul- t!e e'plo&ees in7ol7e- later in t!e appro7al process "e in%or'e-
auto'aticall& o% t!e progress o% pre7ious appro7al le7els $6or1%lo8(C
AB
(%)%*%6% Or"er Printing
!uestions:
AB 1( 3-enti%& t!e internal papers t!at &ou re+uire %or t!e -i%%erent people an- or-er t&pes
in7ol7e- $%or e:a'ple; #o" tic1et %or e'plo&ee; pic1ing list(.
AB
AB 2( Pro7i-e so'e representati7e la&out e:a'ples.
AB 3( Do &ou assign printers to t!e people in7ol7e-C
AB
(%)%*%7% Or"er 3@ecution
!uestions:
AB 1( 9oteB !is process is onl& %or 'aintenance acti7ities per%or'e- 'anuall& on tec!nical
s&ste's "& t!e tec!nician.
AB
AB 2( =o8 is 'aterial 8it!-ra8n %or t!e or-erC
AB
AB 3( Do &ou 8or1 8it! close- or open 8are!ousesC
AB
AB 4( S!oul- t!e 8are!ouse "e in%or'e- o% i''inent 'aterial 8it!-ra8als using a 'aterial
a7aila"ilit& slipC
AB
PM<All.-oc
51

(%)%+% Capacit1 Planning
(%)%+%(% Capacit1 3=aluation
!uestions:
AB 1( 3s it necessar& to -eter'ine i% a person is a7aila"le to -o a tas1C $3% &es; consi-er
using e'plo&ee s!i%t sc!e-uling.(
AB
AB 2( Do &ou 8ant to c!ange capacit&/8or1 centers %or perio-s 8it! o7erloa-C $3% &es;
consi-er c!anging t!e 8or1 center/assign'ent/acti7it& -ates 'anuall& %ro' t!e e7aluation
reports.(
AB
AB 3( Do &ou -o s!ort ter' capacit& planningC $3% &es; ensure t!e ti'e !orizon %or t!e
capacit& e7alution re%lects t!e appropriate ti'e perio-. 3% no; ensure t!e ti'e !orizon %or t!e
capacit& e7aluation re%lects t!e appropriate ti'e perio-.(
AB
AB 4( Do &ou utilize &our personnel resources/capacities per process or enterprise>8i-eC $3%
&es; consi-er using 8or1 center !ierarc!ies.(
AB
AB 5( Are resources to "e s!are- across -epart'ents $%or e:a'ple plant 'aintenance an-
pro#ets(C
AB
AB 6( 6!ic! or-er t&pe -o &ou 8ant to use %or capacit& e7aluationC
AB
(%)%+%)% Capacit1 Dispatc/ing an" ,e=eling
!uestions:
AB 1( Do &ou process t!e o7erloa- on capacities/81 centersC $3% &es; &ou coul- use t!e
capacit& le7eling %unctions> -ispatc!ing an- -eallocating(.
AB
AB 2( Do &ou pre%er to use a grap!ical planning tool %or capacit& le7elingC $3% &es; use t!e
grap!ical capacit& planning tool 3% no; consi-er using t!e ta"ular capacit& planning tool.(
AB
AB 3( Do &ou 8ant to assign a7aila"le capacities to or-er operationsC
AB ? @Ees
? @9o
PM<All.-oc
52

AB 4( 6!en &ou split or-er operations; -o &ou 8ant t!e s&ste' to create capacit& loa-s
auto'aticall& %or in-i7i-ual peopleC
AB
AB 5( 6!ic! t&pe o% planning ta"le -o &ou 8ant to useC
AB
AB 6( 6!ic! planning strategies 8ill &ou use %or Se+uencingC
AB
(%)%-% Mo"ification of ec/nical S1stems
(%)%-%(% ;nstallationA Dismantling an" Mo"ification of 34uipment
!uestions:
AB 1( Are installation operations in &our co'pan& per%or'e- "& &our o8n tec!nicians or
assigne- e:ternall&C
AB
AB 2( =o8 are -is'antling proce-ures per%or'e- at &our co'pan&C
AB
AB 3( 6!ic! co'ponents are e:c!ange-C
AB
AB 4( Are -is'antle- parts re%ur"is!e-C 3% &es; -escri"e t!e re%ur"is!'ent process.
AB
AB 5( S!oul- a !istor& "e 'anage- %or t!e e:c!ange- partsC
AB
AB 6( 6!o -ocu'ents t!e 'o-i%ication o% a tec!nical s&ste' an- 8!enC
AB
AB 0( Do c!anges also !a7e to "e 'a-e to t!e s&ste' 'aster -uring 'o-i%ication 8or1C
AB
(%)%6% Material Mo=ements
(%)%6%(% .oo"s ;ssue Processing
!uestions:
PM<All.-oc
53

AB 1( 6!o posts t!e goo-s issueC
AB
AB 2( =o8 -o &ou recor- 'aterials issue- %ro' storesC
AB
AB 3( =o8 -o &ou -ocu'ent 'aterials supplie- "& t!e su"contractorsC
AB
AB 4( =o8 8ill t!e consu'ption o% t!ese parts "e recor-e- an- 8!o 8ill post t!eir
8it!-ra8al in t!e s&ste'C
AB
AB 5( =o8 -o &ou -ocu'ent 'aterials t!at are or-ere- %or speci%ic 8or1 or-ersC
AB
AB 6( =o8 -o &ou 8is! to -ocu'ent 8!ic! 'aterials 8ere recei7e- speci%icall& %or a 8or1
or-erC
AB
AB 0( =o8 'uc! ti'e elapses "et8een t!e actual goo-s issue an- its posting in t!e
s&ste'C
AB
AB ,( 3s t!e posting 'a-e online or in "atc! 'o-eC
AB
AB 2( Are -eli7eries poste- in-i7i-uall& or %or eac! group o% goo-s issuesC
AB
AB 15( 3s stoc1 poste- to t!e recei7ing siteC 3% so; 8!ic! t&pe o% stoc1 $stoc1 in transit;
a7aila"le stoc1; etc.(C
AB
AB 11( 6!ic! -ocu'ents are generate- in con#unction 8it! t!is posting an- 8!at
in%or'ation -o t!e& containC
AB
PM<All.-oc
54

(%)%7% Completion Confirmation
!uestions:
AB 1( Do &ou or &our e'plo&ees enter co'pletion con%ir'ations o% ti'eC
AB
AB 2( 6!o con%ir's or-ers in &our co'pan&C
AB
AB 3( Are t!e co'pletion con%ir'ations in &our co'pan& entere- at t!e le7el o% personnel
nu'"erC
AB
AB 4( S!oul- t!e superior appro7e t!e ti'es recor-e- "& t!e e'plo&eesC
AB
AB 5( Do &ou also 8ant to con%ir' use- 'aterial at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 6( S!oul- t!e tec!nical co'pletion $%or e:a'ple; %or "rea1-o8n ti'es; causes o%
-a'age; tas1s an- so on( "e 'a-e at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 0( Do &ou also 8ant to enter 'easure'ent rea-ings 8it! t!e co'pletion con%ir'ationC
AB
AB ,( Do &ou use t!e integration 8it! t!e =. 'o-uleC
AB ? @Ees
? @9o
AB 2( Do &ou create co'pletion con%ir'ations centrall&; or -oes eac! e'plo&ee enter t!eir
o8n ti'es t!e'sel7esC
AB
AB 15( Do &ou issue con%ir'ation slips to &our e'plo&eesC
AB
AB 11( =o8 'an& ti'es per -a& -o &our e'plo&ees enter t!eir 8or1ing ti'eC
PM<All.-oc
55

AB
AB 12( 6ill &ou use a Plant Data 4ollection $PD4( s&ste' %or &our co'pletion
con%ir'ationsC
AB
AB 13( Do &ou enter t!e 8or1ing ti'es o% contractorsC 3% &es; !o8 s!oul- t!e e:ternal
ser7ices "e entere-C
AB
(%)%7%(% ;n"i=i"ual ime Confirmation
!uestions:
AB 1( Do &ou enter t!e a"solute -uration or perio- o% ti'e $%ro'...to(C
AB
AB 2( Do &ou -i%%erentiate t!e ti'es entere- accor-ing to ot!er acti7iti& t&pes $%or e:a'ple;
to -istinguis! "et8een nor'al 8or1 !ours an- o7erti'e(C
AB
AB 3( 3s t!e con%ir'ation o% &our ser7ices person>"ase-C
AB
AB 4( 3n 8!at unit an- 8it! 8!at accurac& -o &ou 8ant to enter ser7icesC
AB
(%)%7%)% O=erall Completion Confirmation
!uestions:
AB 1( 6!ic! e'plo&ees con%ir' 8!ic! -ataC
AB
AB 2( Are internal ser7ices con%ir'e-C
AB
(%)%7%*% ime S/eet Processing
!uestions:
AB 1( 3n 8!ic! s&ste's -o &ou trac1 e'plo&ee 'aster -ataC Are 8age rates onl&
'aintaine- in t!e ./3 S&ste' or in ot!er s&ste's tooC
AB
PM<All.-oc
56

AB 2( Do &ou use t!is -ata as a "asis %or in-irect acti7it& allocation to cost o"#ects; cost
centers; inernal or-ers an- so onC
AB ? @Ees
? @9o
AB 3( *:plain !o8 suc! a ti'e s!eet is structure- to-a& an- !o8 it s!oul- "e structure- in
%uture $8!at in%or'ation -o &ou nee- on t!e ti'e s!eetC(.
AB
AB 4( Does e7er&one 8!o recor-s 8or1ing ti'e !a7e a personal nu'"er in =.C $3% not;
4AS is not supporte-.(
AB ? @Ees
? @9o
AB 5( 6!ic! o% &our e'plo&ees s!oul- %ill out ti'es!eetsC
AB
AB 6( =o8 -o &our e'plo&ees enter an- trac1 8or1ing ti'esC
AB
AB 0( Are t!e la"or costs calculate- "ase- on actual costs or stan-ar- ratesC
AB
AB ,( =o8 -o &ou -eter'ine t!ese la"or ratesC
AB
AB 2( Please e:plain t!e proce-ure; !o8 e'plo&ees in &our co'pan& trac1 an- report ti'e
to-a&.
AB
AB 15( 3n 8!ic! s&ste' -o &ou 8ant to run pa&rollC
AB
AB 11( Are t!ere special con-itions %or la"or costs 8!en e'plo&ees 8or1 in -i%%erent
countries or %or -i%%erent pro%it centers $%or e:a'ple; i% an e'plo&ee %ro' t!e GH 8or1s on a
pro#ect in Ger'an&(C
AB
AB 12( Do &ou enter la"or in co'plete !ours or cloc1 ti'eC
PM<All.-oc
57

AB
AB 13( =o8 -o &our e'plo&ees enter trip costsC Are t!e trips lin1e- to t!e recor-ing o%
8or1ing ti'eC Descri"e in -etail.
AB
AB 14( Do &ou use t!e SAP e'plo&ee reporting s&ste'C
AB
AB 15( 3-enti%& t!e -i%%erent categories o% acti7it& $acti7it& t&pes( t!at &ou use %or esti'ation;
planning an- settle'ent purposesC
AB
AB 16( 6!at are t!e 7arious cost collectors; to 8!ic! e'plo&ees 8ill c!arge ti'e $%or
e:a'ple; cost centers; pro#ects; internal or-ers(C
AB
AB 10( Do su">contractors an- ot!er t!ir- part& la"or sources !a7e to enter 8or1 using
ti'es!eetsC
AB
AB 1,( Are t!ese e:ternal ser7ices settle- to a cost center or -irectl& to t!e pro#ectC
AB
AB 12( Do &ou recor- o7erti'eC
AB
AB 25( =o8 is t!e cost o% o7erti'e calculate-C Do &ou !a7e -i%%erent t&pes o% o7erti'e $%or
e:a'ple; ti'e an- a !al%; -ou"le ti'e(C
AB
AB 21( Do &ou trac1 in-irect la"or !ours; suc! as 7acation; sic1ness; !oli-a&...C 3% &es;
-e%ine t!e categories &ou re+uire an- t!eir entr& t&pe.
AB
AB 22( 6!ic! %inancial entries -o &ou currentl& 'a1e %or &our la"or -istri"utionC
AB
AB 23( =o8 -o e'plo&ees recor- t!eir 8or1ing ti'e $ti'e; -etail; 'e-iu'/s&ste'(C
PM<All.-oc
58

AB
(%)%7%+% ime S/eet Permit
!uestions:
AB 1( 6!at is &our current ti'es!eet appro7al strateg& %or e'plo&ees an- e:ternal
ser7icesC
AB
AB 2( *:plain t!e per'it proce-ure %or 8or1ing ti'e or recor-ing o% acti7it& allocation %or
&our e'plo&ees.
AB
AB 3( Do &ou !a7e an e:ternal reporting s&ste' %or 8or1ing ti'esC
AB
AB 4( =o8 'an& e'plo&ees -oes t!e person responsi"le %or appro7al 'anageC
AB
(%)%7%-% For>ar"ing of ime S/eet Data to PM
!uestions:
AB 1( Do &ou 8ant to trans%er recor-e- acti7it& allocations to 4ontrolling using t!e ti'e
s!eetC
AB ? @Ees
? @9o
AB 2( =o8 o%ten -oes t!is trans%er ta1e place $-ail&; 8ee1l& an- so on(C
AB
AB 3( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
(%)%7%6% ime S/eet $eport
!uestions:
AB 1( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
AB 2( Do &ou nee- to see -a&s t!at !a7e not ti'es!eet entriesC
PM<All.-oc
59

AB
AB 3( Do &ou nee- an e7aluation; -o see t!e -a&s on 8!ic! personnel enter 'ore t!an a
-e%ine- nu'"er o% !oursC
AB
AB 4( Do &ou !a7e to see t!e e'plo&ee na'e in t!e -ocu'ents %or t!e recei7ing
co'ponentC
AB
AB 5( Do -i%%erent roles nee- to see -i%%erent ti'es!eet in%or'ationC $3% &es; create report
7ariants.(
AB
(%)%7%7% Ser=ice 3ntr1 S/eet
!uestions:
AB 1( Do &ou 8is! to process or -ocu'ent co'pletion o% t!e ser7ices per%or'e- "& t!e
ser7ice pro7i-erC
AB
(%)%7%8% Measurement Document Processing
!uestions:
AB 1( Do &ou 'easure an- recor- t!e current con-ition o% &our e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C Descri"e t!e -i%%erent 'easuring points
an- counters t!at &ou re+uire %or t!e -i%%erent pieces o% e+uip'ent.
AB
AB 2( =o8 -o &ou procee- i% a 'easure'ent rea-ing lies outsi-e o% a pre>-e%ine-
'easure'ent rangeC
AB
(%)%7%:% Measurement Document Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e 'easure'ent -ocu'entsC 3% so;pro7i-e a cop& o% &our
-ocu'ent arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
(%)%8% Settlement an" Completion
(%)%8%(% ec/nical Or"er Completion
!uestions:
PM<All.-oc
60

AB 1( 6!o -eci-es 8!et!er t!e 8or1 is tec!nicall& co'plete- an- 8!enC
AB
(%)%8%)% Or"er Settlement
!uestions:
AB 1( 6!o settles or-ers in &our co'pan& an- 8!enC
AB
AB 2( =o8 -o &ou 8ant to settle 'aintenance or-ers in generalC
AB
AB 3( =o8 o%ten an- accor-ing to 8!ic! rules -o &ou 8ant to settle or-ers C
AB
AB 4( Do &ou inten- to set up a pro%it center anal&sis 8it!in &our co'pan&C
AB ? @Ees
? @9o
AB 5( Do &ou 8ant to e:a'ine &our cost ele'ents %or t!e settle'ent o% or-ers in greater
-etailC
AB
(%)%8%*% Business Or"er Completion
!uestions:
AB 1( 6!o -eci-es 8!et!er t!e 8or1 is %ull& co'plete- $"usiness co'pletion( an- 8!enC
AB
AB 2( 6!ic! criteria -o &ou use to -eci-e 8!et!er 8or1 is %ull& co'plete-C
AB
(%)%8%+% Or"er Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e or-ersC 3% so; please pro7i-e a cop& o% &our -ocu'ent
arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
AB 2( =o8 long -o &ou 8ant to retain or-ers in t!e s&ste' "e%ore t!e& are arc!i7e-C
AB
PM<All.-oc
61

AB 3( Do &ou 8ant to arc!i7e or-ersC
AB
(%)%8%-% Cistorical Or"er D 3ntr1
!uestions:
AB 1( Do &ou create !istorical or-ers to 1eep trac1 o% 'aintenance 8or1 t!at !as alrea-&
"een co'plete-C
AB ? @Ees
? @9o
(%)%:% ;nformation S1stem
(%)%:%(% 3=aluations of Plant Maintenance ;nformation S1stem [PM;S&
!uestions:
AB 1( 6!ic! anal&sis s&ste' is -e%ine- in &our co'pan&C
AB
AB 2( Please -escri"e in -etail t!e -i%%erent anal&ses/reports t!at &ou 8ill use.
AB
(%*% ProjectDBase" Maintenance Processing
!uestions:
AB 1( Do &ou !a7e s!ut-o8ns in plants or plant areas; %or 8!ic! &ou re+uire an e:act
process %lo8 %or planning; e:ecution; "u-get controlling; in7est'ent capitalization an- so onC
AB
AB 2( 6!ic! tool -o &ou currentl& use %or pro#ect 'anage'entC
AB
(%*%(% ?otification
(%*%(%(% ?otification Creation5Processing
!uestions:
AB 1( 6!o in &our organization is responsi"le %or i-enti%&ing 'aintenance 8or1C
AB
AB 2( 6!o in &our organization is responsi"le %or processing i-enti%ie- 8or1C
AB
AB 3( =o8 -o &ou prioritize i-enti%ie- 8or1C
PM<All.-oc
62

AB
AB 4( Are &ou restricte- to a certain perio- o% ti'e 8!en e:ecuting t!ese tas1sC
AB
AB 5( List t!e "usiness partners $internal an-/or e:ternal( 8!ose a--ress in%or'ation &ou
re+uire 8!en creating t!e noti%ication. A-- ot!er "usiness partners; i% necessar&.
AB
AB 6( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB 0( Do &ou 8ant in%or'ation a"out t!e re%erence o"#ect -ispla&e- auto'aticall& 8!en a
noti%ication is create-C 3% &es; 8!at in%or'ationC
AB
AB ,( =o8 -o &ou -escri"e a pro"le'C Do &ou enter a 7er"al pro"le' -escription or -o &ou
use stan-ar-ize- co-es; %or e:a'ple; to -eter'ine t!e -a'age; cause o% -a'age; or o"#ect
partC
AB
AB 2( Do &ou 8ant to lin1 -igitalize- -ocu'ents to noti%icationsC
AB ? @Ees
? @9o
AB 15( Do &ou assign a responsi"le person to eac! tas1C
AB
AB 11( S!oul- t!e person responsi"le %or a tas1 "e in%or'e- auto'aticall& "& t!e s&ste'C
AB
AB 12( =o8 -o &ou 8ant to con%igure t!e inter%ace %or &our noti%ication 8it! regar- to control
-ata; "rea1-o8n -ata; acti7it& -ata; an- tas1 -ataC
AB
AB 13( Do &ou !a7e stan-ar- tas1s t!at &ou al8a&s per%or' %or -i%%erent t&pes o%
noti%icationsC 3% &es; please -escri"e t!e' in -etail.
AB
PM<All.-oc
63

AB 14( Do &ou recor- t!e per%or'e- acti7ities t!at sol7e- t!e custo'er pro"le' in a
stan-ar-ize- 8a& $%or e:a'ple; using stan-ar-ize- co-es( in or-er to e7aluate possi"le
solutions %or a pro"le'C
AB
AB 15( Do &ou 8ant to set up an escalation 8or1%lo8 %or noti%ications an- tas1sC
AB
AB 16( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
AB 10( =o8 an- 8!en are noti%ications co'plete-C
AB
(%*%(%)% ?otification Printing
!uestions:
AB 1( Do &ou print noti%icationsC
AB ? @Ees
? @9o
AB 2( Pro7i-e so'e e:a'ples o% t!e output %or'at$s( %or noti%ications.
(%*%)% Or"er
(%*%)%(% Or"er Creation5Processing
!uestions:
AB 1( 6!at -i%%erent t&pes o% 'aintenance -o &ou !a7e in &our co'pan& $%or e:a'ple;
pre7enti7e 'aintenance; repair; installation(C 4reate a list o% t!e 'aintenance t&pes an-
outline t!e -i%%erences in planning an- e:ecution.
AB
AB 2( Mar1 in t!e %ollo8ing list 8!et!er 'aintenance tas1s are per%or'e- "& e'plo&ees
an-/or contractors.
AB
AB 3( 6!at in%or'ation a"out la"or resources $%or e:a'ple; a7aila"ilit& an- nu'"er o%
people; -uration o% 8or1; split o% operation( -o &ou re+uire %ro' t!e s&ste' 8!en planning
'aintenance or-ersC
AB
PM<All.-oc
64

AB 4( =o8 -o &ou procee- 8it! an e:ternal assign'ent 8it! t!e su">contractorC 4!oose
one or 'ore o% t!e %ollo8ing options.
AB
AB 5( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB 6( 6ill se7eral tec!nicians 8or1 on t!e sa'e 'aintenance tas1C
AB ? @Ees
? @9o
AB 0( Do &ou 8ant to assign in-i7i-ual operations to particular peopleC
AB
AB ,( Do &ou 8ant to con%igure a special searc! !elp %or partners in &our or-erC
AB
AB 2( )or 8!ic! operation t&pes -o &ou 8ant to represent t!e operation -escription using
ser7ice speci%icationsC
AB
AB 15( Do &ou 8ant to -e%ine s1ills an-/or +uali%ications %or 'aintenance or-er operationsC
AB ? @Ees
? @9o
AB 11( Do &ou pro7i-e t!e tec!nicians 8!o per%or' t!e pre7enti7e 'aintenance 8it! a list o%
acti7itiesC 3% &es; !o8 -etaile- are t!e&C
AB
AB 12( Do &ou use pre>-e%ine- tas1 lists in 8or1 or-er planningC
AB ? @Ees
? @9o
AB 13( 3% &es; 8!ic! o% t!e %ollo8ing t&pes o% tas1 lists -o &ou re+uireC
AB
AB 14( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
PM<All.-oc
65

AB 15( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
AB 16( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 10( Do &ou 8ant to generate purc!ase re+uisitions an- reser7ations 8!en t!e or-er is
create-C
AB
AB 1,( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 12( Do &ou 8ant to generate collecti7e purc!ase re+uisitions or in-i7i-ual purc!ase
re+uisitions %or eac! e:ternal ite'C
AB
AB 25( =o8 -o &ou 8ant to plan special tools; -ocu'ents an- so on; 8!ic! are re+uire- to
e:ecute 'aintenance acti7itiesC
AB
AB 21( Do &ou use 8or1 or-er per'its; %or e:a'ple; to 'anage 8or1ing con-itions or sa%et&
'attersC
AB ? @Ees
? @9o
AB 22( At 8!at inter7als -o &ou 8ant to sc!e-ule 8or1 $%or e:a'ple; -ail&; 8ee1l&; 'ont!l&(C
AB
AB 23( =o8 -o &ou 8ant to prioritize 8or1C
AB
AB 24( At 8!ic! le7el -o &ou plan 8or1 $%or e:a'ple; %or a s!i%t; cre8; s1ill; +uali%ication; or
an in-i7i-ual person an- so on(C
AB
PM<All.-oc
66

AB 25( =o8 -etaile- is &our planning $%or e:a'ple; usage "ac1log; capacit& e7aluation;
capacit& sc!e-uling(C
AB
AB 26( S!oul- t!e capacit& loa-; 8!ic! 8as %or'e- %or all t!e capacit& t&pes o% t!e PP 8or1
centers; "e re-uce- %or t!e -uration o% a 'aintenance tas1 planne- in a 8or1 or-erC
AB
AB 20( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
AB 2,( Do &ou use 'aintenance or-ers %or processing in7est'ent 'easuresC 3% &es; s!oul-
t!e asset un-er construction "e create- auto'aticall& or 'anuall&C
AB
AB 22( Do &ou 8ant t!e 'aintenance or-er to "e integrate- 8it! one o% t!e %ollo8ing
4ontrolling co'ponentsC
AB
(%*%)%)% Material Planning
!uestions:
AB 1( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 2( 6!o per%or's 'aterial planning %or or-ers in &our co'pan&C
AB
AB 3( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
AB 4( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 5( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
PM<All.-oc
67

AB 6( 3s t!ere an appro7al proce-ure %or e:ternal purc!ase or-ers an- 'aterial
8it!-ra8alsC 3% &es; -escri"e it.
AB
(%*%)%*% Or"er Permit
!uestions:
AB 1( Do &ou consi-er per'its in connection 8it! or-ers; %or e:a'ple; 8it! regar- to
8or1ing con-itions or sa%et& aspectsC 3% &es; -escri"e &our per'it proce-ures.
AB
AB 2( 3% &es; 8!o in &our co'pan& is aut!orize- to issue per'itsC
AB
(%*%)%+% Or"er $elease
!uestions:
AB 1( 6!o in &our organization is allo8e- to release 'aintenance or-ers $%or e:a'ple;
'aintenance planner; -ispatc!er(C
AB
AB 2( Do &ou nee- to restrict t!e release until a process is co'plete- or aut!orization
o"taine-C 3% &es; -escri"e t!e process.
AB
AB 3( Are t!ere instances 8!ere or-ers s!oul- "e release- auto'aticall&C
AB
(%*%)%-% <or9 Clearance Management
!uestions:
AB 1( 6!at s!oul- "e t!e relations!ip "et8een t!e o"#ects in 6or1 4learance Manage'ent
$or-er; 8or1 appro7al; 8or1 clearance application; 8or1 clearance -ocu'ent an- so on(C
AB
AB 2( Do con%licts e:ist "et8een t!e con-itions o% -i%%erent tec!nical o"#ectsC De%ine t!ese.
AB
AB 3( 6!ic! -i%%erent appro7al steps are re+uire- %or &our 8or1 clearance processC
Descri"e t!e concept or process %lo8 o% &our appro7al process.
AB
PM<All.-oc
68

AB 4( 6!ic! e'plo&ee is responsi"le %or 8!ic! t&pes o% appro7alsC Descri"e t!e
applications.
AB
AB 5( 6!ic! e'plo&ee s!oul- "e in%or'e- a"out 8!ic! su"#ect or o"#ect con-ition at 8!ic!
ti'eC
AB
AB 6( S!oul- t!e e'plo&ees in7ol7e- later in t!e appro7al process "e in%or'e-
auto'aticall& o% t!e progress o% pre7ious appro7al le7els $6or1%lo8(C
AB
(%*%)%6% Or"er Printing
!uestions:
AB 1( 3-enti%& t!e internal papers t!at &ou re+uire %or t!e -i%%erent people an- or-er t&pes
in7ol7e- $%or e:a'ple; #o" tic1et %or e'plo&ee; pic1ing list(.
AB
AB 2( Pro7i-e so'e representati7e la&out e:a'ples.
AB 3( Do &ou assign printers to t!e people in7ol7e-C
AB
(%*%)%7% Or"er 3@ecution
!uestions:
AB 1( 9oteB !is process is onl& %or 'aintenance acti7ities per%or'e- 'anuall& on tec!nical
s&ste's "& t!e tec!nician.
AB
AB 2( =o8 is 'aterial 8it!-ra8n %or t!e or-erC
AB
AB 3( Do &ou 8or1 8it! close- or open 8are!ousesC
AB
AB 4( S!oul- t!e 8are!ouse "e in%or'e- o% i''inent 'aterial 8it!-ra8als using a 'aterial
a7aila"ilit& slipC
AB
PM<All.-oc
69

(%*%*% Capacit1 Planning
(%*%*%(% Capacit1 3=aluation
!uestions:
AB 1( 3s it necessar& to -eter'ine i% a person is a7aila"le to -o a tas1C $3% &es; consi-er
using e'plo&ee s!i%t sc!e-uling.(
AB
AB 2( Do &ou 8ant to c!ange capacit&/8or1 centers %or perio-s 8it! o7erloa-C $3% &es;
consi-er c!anging t!e 8or1 center/assign'ent/acti7it& -ates 'anuall& %ro' t!e e7aluation
reports.(
AB
AB 3( Do &ou -o s!ort ter' capacit& planningC $3% &es; ensure t!e ti'e !orizon %or t!e
capacit& e7alution re%lects t!e appropriate ti'e perio-. 3% no; ensure t!e ti'e !orizon %or t!e
capacit& e7aluation re%lects t!e appropriate ti'e perio-.(
AB
AB 4( Do &ou utilize &our personnel resources/capacities per process or enterprise>8i-eC $3%
&es; consi-er using 8or1 center !ierarc!ies.(
AB
AB 5( Are resources to "e s!are- across -epart'ents $%or e:a'ple plant 'aintenance an-
pro#ets(C
AB
AB 6( 6!ic! or-er t&pe -o &ou 8ant to use %or capacit& e7aluationC
AB
(%*%*%)% Capacit1 Dispatc/ing an" ,e=eling
!uestions:
AB 1( Do &ou process t!e o7erloa- on capacities/81 centersC $3% &es; &ou coul- use t!e
capacit& le7eling %unctions> -ispatc!ing an- -eallocating(.
AB
AB 2( Do &ou pre%er to use a grap!ical planning tool %or capacit& le7elingC $3% &es; use t!e
grap!ical capacit& planning tool 3% no; consi-er using t!e ta"ular capacit& planning tool.(
AB
AB 3( Do &ou 8ant to assign a7aila"le capacities to or-er operationsC
AB ? @Ees
PM<All.-oc
70

? @9o
AB 4( 6!en &ou split or-er operations; -o &ou 8ant t!e s&ste' to create capacit& loa-s
auto'aticall& %or in-i7i-ual peopleC
AB
AB 5( 6!ic! t&pe o% planning ta"le -o &ou 8ant to useC
AB
AB 6( 6!ic! planning strategies 8ill &ou use %or Se+uencingC
AB
(%*%+% Mo"ification of ec/nical S1stems
(%*%+%(% ;nstallationA Dismantling an" Mo"ification of 34uipment
!uestions:
AB 1( Are installation operations in &our co'pan& per%or'e- "& &our o8n tec!nicians or
assigne- e:ternall&C
AB
AB 2( =o8 are -is'antling proce-ures per%or'e- at &our co'pan&C
AB
AB 3( 6!ic! co'ponents are e:c!ange-C
AB
AB 4( Are -is'antle- parts re%ur"is!e-C 3% &es; -escri"e t!e re%ur"is!'ent process.
AB
AB 5( S!oul- a !istor& "e 'anage- %or t!e e:c!ange- partsC
AB
AB 6( 6!o -ocu'ents t!e 'o-i%ication o% a tec!nical s&ste' an- 8!enC
AB
AB 0( Do c!anges also !a7e to "e 'a-e to t!e s&ste' 'aster -uring 'o-i%ication 8or1C
AB
(%*%-% Material Mo=ements
(%*%-%(% .oo"s ;ssue Processing
PM<All.-oc
71

!uestions:
AB 1( 6!o posts t!e goo-s issueC
AB
AB 2( =o8 -o &ou recor- 'aterials issue- %ro' storesC
AB
AB 3( =o8 -o &ou -ocu'ent 'aterials supplie- "& t!e su"contractorsC
AB
AB 4( =o8 8ill t!e consu'ption o% t!ese parts "e recor-e- an- 8!o 8ill post t!eir
8it!-ra8al in t!e s&ste'C
AB
AB 5( =o8 -o &ou -ocu'ent 'aterials t!at are or-ere- %or speci%ic 8or1 or-ersC
AB
AB 6( =o8 -o &ou 8is! to -ocu'ent 8!ic! 'aterials 8ere recei7e- speci%icall& %or a 8or1
or-erC
AB
AB 0( =o8 'uc! ti'e elapses "et8een t!e actual goo-s issue an- its posting in t!e
s&ste'C
AB
AB ,( 3s t!e posting 'a-e online or in "atc! 'o-eC
AB
AB 2( Are -eli7eries poste- in-i7i-uall& or %or eac! group o% goo-s issuesC
AB
AB 15( 3s stoc1 poste- to t!e recei7ing siteC 3% so; 8!ic! t&pe o% stoc1 $stoc1 in transit;
a7aila"le stoc1; etc.(C
AB
AB 11( 6!ic! -ocu'ents are generate- in con#unction 8it! t!is posting an- 8!at
in%or'ation -o t!e& containC
AB
PM<All.-oc
72

(%*%6% Completion Confirmation
!uestions:
AB 1( Do &ou or &our e'plo&ees enter co'pletion con%ir'ations o% ti'eC
AB
AB 2( 6!o con%ir's or-ers in &our co'pan&C
AB
AB 3( Are t!e co'pletion con%ir'ations in &our co'pan& entere- at t!e le7el o% personnel
nu'"erC
AB
AB 4( S!oul- t!e superior appro7e t!e ti'es recor-e- "& t!e e'plo&eesC
AB
AB 5( Do &ou also 8ant to con%ir' use- 'aterial at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 6( S!oul- t!e tec!nical co'pletion $%or e:a'ple; %or "rea1-o8n ti'es; causes o%
-a'age; tas1s an- so on( "e 'a-e at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 0( Do &ou also 8ant to enter 'easure'ent rea-ings 8it! t!e co'pletion con%ir'ationC
AB
AB ,( Do &ou use t!e integration 8it! t!e =. 'o-uleC
AB ? @Ees
? @9o
AB 2( Do &ou create co'pletion con%ir'ations centrall&; or -oes eac! e'plo&ee enter t!eir
o8n ti'es t!e'sel7esC
AB
AB 15( Do &ou issue con%ir'ation slips to &our e'plo&eesC
AB
AB 11( =o8 'an& ti'es per -a& -o &our e'plo&ees enter t!eir 8or1ing ti'eC
PM<All.-oc
73

AB
AB 12( 6ill &ou use a Plant Data 4ollection $PD4( s&ste' %or &our co'pletion
con%ir'ationsC
AB
AB 13( Do &ou enter t!e 8or1ing ti'es o% contractorsC 3% &es; !o8 s!oul- t!e e:ternal
ser7ices "e entere-C
AB
(%*%6%(% ;n"i=i"ual ime Confirmation
!uestions:
AB 1( Do &ou enter t!e a"solute -uration or perio- o% ti'e $%ro'...to(C
AB
AB 2( Do &ou -i%%erentiate t!e ti'es entere- accor-ing to ot!er acti7iti& t&pes $%or e:a'ple;
to -istinguis! "et8een nor'al 8or1 !ours an- o7erti'e(C
AB
AB 3( 3s t!e con%ir'ation o% &our ser7ices person>"ase-C
AB
AB 4( 3n 8!at unit an- 8it! 8!at accurac& -o &ou 8ant to enter ser7icesC
AB
(%*%6%)% O=erall Completion Confirmation
!uestions:
AB 1( 6!ic! e'plo&ees con%ir' 8!ic! -ataC
AB
AB 2( Are internal ser7ices con%ir'e-C
AB
(%*%6%*% ime S/eet Processing
!uestions:
AB 1( 3n 8!ic! s&ste's -o &ou trac1 e'plo&ee 'aster -ataC Are 8age rates onl&
'aintaine- in t!e ./3 S&ste' or in ot!er s&ste's tooC
AB
PM<All.-oc
74

AB 2( Do &ou use t!is -ata as a "asis %or in-irect acti7it& allocation to cost o"#ects; cost
centers; inernal or-ers an- so onC
AB ? @Ees
? @9o
AB 3( *:plain !o8 suc! a ti'e s!eet is structure- to-a& an- !o8 it s!oul- "e structure- in
%uture $8!at in%or'ation -o &ou nee- on t!e ti'e s!eetC(.
AB
AB 4( Does e7er&one 8!o recor-s 8or1ing ti'e !a7e a personal nu'"er in =.C $3% not;
4AS is not supporte-.(
AB ? @Ees
? @9o
AB 5( 6!ic! o% &our e'plo&ees s!oul- %ill out ti'es!eetsC
AB
AB 6( =o8 -o &our e'plo&ees enter an- trac1 8or1ing ti'esC
AB
AB 0( Are t!e la"or costs calculate- "ase- on actual costs or stan-ar- ratesC
AB
AB ,( =o8 -o &ou -eter'ine t!ese la"or ratesC
AB
AB 2( Please e:plain t!e proce-ure; !o8 e'plo&ees in &our co'pan& trac1 an- report ti'e
to-a&.
AB
AB 15( 3n 8!ic! s&ste' -o &ou 8ant to run pa&rollC
AB
AB 11( Are t!ere special con-itions %or la"or costs 8!en e'plo&ees 8or1 in -i%%erent
countries or %or -i%%erent pro%it centers $%or e:a'ple; i% an e'plo&ee %ro' t!e GH 8or1s on a
pro#ect in Ger'an&(C
AB
AB 12( Do &ou enter la"or in co'plete !ours or cloc1 ti'eC
PM<All.-oc
75

AB
AB 13( =o8 -o &our e'plo&ees enter trip costsC Are t!e trips lin1e- to t!e recor-ing o%
8or1ing ti'eC Descri"e in -etail.
AB
AB 14( Do &ou use t!e SAP e'plo&ee reporting s&ste'C
AB
AB 15( 3-enti%& t!e -i%%erent categories o% acti7it& $acti7it& t&pes( t!at &ou use %or esti'ation;
planning an- settle'ent purposesC
AB
AB 16( 6!at are t!e 7arious cost collectors; to 8!ic! e'plo&ees 8ill c!arge ti'e $%or
e:a'ple; cost centers; pro#ects; internal or-ers(C
AB
AB 10( Do su">contractors an- ot!er t!ir- part& la"or sources !a7e to enter 8or1 using
ti'es!eetsC
AB
AB 1,( Are t!ese e:ternal ser7ices settle- to a cost center or -irectl& to t!e pro#ectC
AB
AB 12( Do &ou recor- o7erti'eC
AB
AB 25( =o8 is t!e cost o% o7erti'e calculate-C Do &ou !a7e -i%%erent t&pes o% o7erti'e $%or
e:a'ple; ti'e an- a !al%; -ou"le ti'e(C
AB
AB 21( Do &ou trac1 in-irect la"or !ours; suc! as 7acation; sic1ness; !oli-a&...C 3% &es;
-e%ine t!e categories &ou re+uire an- t!eir entr& t&pe.
AB
AB 22( 6!ic! %inancial entries -o &ou currentl& 'a1e %or &our la"or -istri"utionC
AB
PM<All.-oc
76

AB 23( =o8 -o e'plo&ees recor- t!eir 8or1ing ti'e $ti'e; -etail; 'e-iu'/s&ste'(C
AB
(%*%6%+% ime S/eet Permit
!uestions:
AB 1( 6!at is &our current ti'es!eet appro7al strateg& %or e'plo&ees an- e:ternal
ser7icesC
AB
AB 2( *:plain t!e per'it proce-ure %or 8or1ing ti'e or recor-ing o% acti7it& allocation %or
&our e'plo&ees.
AB
AB 3( Do &ou !a7e an e:ternal reporting s&ste' %or 8or1ing ti'esC
AB
AB 4( =o8 'an& e'plo&ees -oes t!e person responsi"le %or appro7al 'anageC
AB
(%*%6%-% For>ar"ing of ime S/eet Data to PM
!uestions:
AB 1( Do &ou 8ant to trans%er recor-e- acti7it& allocations to 4ontrolling using t!e ti'e
s!eetC
AB ? @Ees
? @9o
AB 2( =o8 o%ten -oes t!is trans%er ta1e place $-ail&; 8ee1l& an- so on(C
AB
AB 3( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
(%*%6%6% ime S/eet $eport
!uestions:
AB 1( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
PM<All.-oc
77

AB 2( Do &ou nee- to see -a&s t!at !a7e not ti'es!eet entriesC
AB
AB 3( Do &ou nee- an e7aluation; -o see t!e -a&s on 8!ic! personnel enter 'ore t!an a
-e%ine- nu'"er o% !oursC
AB
AB 4( Do &ou !a7e to see t!e e'plo&ee na'e in t!e -ocu'ents %or t!e recei7ing
co'ponentC
AB
AB 5( Do -i%%erent roles nee- to see -i%%erent ti'es!eet in%or'ationC $3% &es; create report
7ariants.(
AB
(%*%6%7% Ser=ice 3ntr1 S/eet
!uestions:
AB 1( Do &ou 8is! to process or -ocu'ent co'pletion o% t!e ser7ices per%or'e- "& t!e
ser7ice pro7i-erC
AB
(%*%6%8% Measurement Document Processing
!uestions:
AB 1( Do &ou 'easure an- recor- t!e current con-ition o% &our e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C Descri"e t!e -i%%erent 'easuring points
an- counters t!at &ou re+uire %or t!e -i%%erent pieces o% e+uip'ent.
AB
AB 2( =o8 -o &ou procee- i% a 'easure'ent rea-ing lies outsi-e o% a pre>-e%ine-
'easure'ent rangeC
AB
(%*%6%:% Measurement Document Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e 'easure'ent -ocu'entsC 3% so;pro7i-e a cop& o% &our
-ocu'ent arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
(%*%7% Settlement an" Completion
(%*%7%(% ec/nical Or"er Completion
!uestions:
PM<All.-oc
78

AB 1( 6!o -eci-es 8!et!er t!e 8or1 is tec!nicall& co'plete- an- 8!enC
AB
(%*%7%)% Or"er Settlement
!uestions:
AB 1( 6!o settles or-ers in &our co'pan& an- 8!enC
AB
AB 2( =o8 -o &ou 8ant to settle 'aintenance or-ers in generalC
AB
AB 3( =o8 o%ten an- accor-ing to 8!ic! rules -o &ou 8ant to settle or-ers C
AB
AB 4( Do &ou inten- to set up a pro%it center anal&sis 8it!in &our co'pan&C
AB ? @Ees
? @9o
AB 5( Do &ou 8ant to e:a'ine &our cost ele'ents %or t!e settle'ent o% or-ers in greater
-etailC
AB
(%*%7%*% Business Or"er Completion
!uestions:
AB 1( 6!o -eci-es 8!et!er t!e 8or1 is %ull& co'plete- $"usiness co'pletion( an- 8!enC
AB
AB 2( 6!ic! criteria -o &ou use to -eci-e 8!et!er 8or1 is %ull& co'plete-C
AB
(%*%7%+% Or"er Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e or-ersC 3% so; please pro7i-e a cop& o% &our -ocu'ent
arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
AB 2( =o8 long -o &ou 8ant to retain or-ers in t!e s&ste' "e%ore t!e& are arc!i7e-C
AB
PM<All.-oc
79

AB 3( Do &ou 8ant to arc!i7e or-ersC
AB
(%*%7%-% Cistorical Or"er D 3ntr1
!uestions:
AB 1( Do &ou create !istorical or-ers to 1eep trac1 o% 'aintenance 8or1 t!at !as alrea-&
"een co'plete-C
AB ? @Ees
? @9o
(%*%8% ;nformation S1stem
(%*%8%(% 3=aluations of Plant Maintenance ;nformation S1stem [PM;S&
!uestions:
AB 1( 6!ic! anal&sis s&ste' is -e%ine- in &our co'pan&C
AB
AB 2( Please -escri"e in -etail t!e -i%%erent anal&ses/reports t!at &ou 8ill use.
AB
(%+% $efur#is/ment Processing in Plant Maintenance
(%+%(% Or"er
(%+%(%(% $efur#is/ment Or"er Creation5Processing
!uestions:
AB 1( 6!at -i%%erent t&pes o% 'aintenance -o &ou !a7e in &our co'pan& $%or e:a'ple;
pre7enti7e 'aintenance; repair; installation(C 4reate a list o% t!e 'aintenance t&pes an-
outline t!e -i%%erences in planning an- e:ecution.
AB
AB 2( Do &ou use 'aintenance or-ers %or t!e re%ur"is!'ent o% 'aterialsC
AB ? @Ees
? @9o
AB 3( 3% &es; -escri"e t!e re%ur"is!'ent process an- t!e 7aluation o% re%ur"is!'ent 'aterial
in -etail.
AB
AB 4( Mar1 in t!e %ollo8ing list 8!et!er 'aintenance tas1s are per%or'e- "& e'plo&ees
an-/or contractors.
AB
PM<All.-oc
80

AB 5( 6!at in%or'ation a"out la"or resources $%or e:a'ple; a7aila"ilit& an- nu'"er o%
people; -uration o% 8or1; split o% operation( -o &ou re+uire %ro' t!e s&ste' 8!en planning
'aintenance or-ersC
AB
AB 6( =o8 -o &ou procee- 8it! an e:ternal assign'ent 8it! t!e su">contractorC 4!oose
one or 'ore o% t!e %ollo8ing options.
AB
AB 0( Do &ou 8ant to "e a"le to process relate- noti%ication an- or-er -ata collecti7el& in a
single %or'C
AB
AB ,( 6ill se7eral tec!nicians 8or1 on t!e sa'e 'aintenance tas1C
AB ? @Ees
? @9o
AB 2( Do &ou 8ant to assign in-i7i-ual operations to particular peopleC
AB
AB 15( Do &ou 8ant to con%igure a special searc! !elp %or partners in &our or-erC
AB
AB 11( )or 8!ic! operation t&pes -o &ou 8ant to represent t!e operation -escription using
ser7ice speci%icationsC
AB
AB 12( Do &ou 8ant to -e%ine s1ills an-/or +uali%ications %or 'aintenance or-er operationsC
AB ? @Ees
? @9o
AB 13( Do &ou pro7i-e t!e tec!nicians 8!o per%or' t!e pre7enti7e 'aintenance 8it! a list o%
acti7itiesC 3% &es; !o8 -etaile- are t!e&C
AB
AB 14( Do &ou use pre>-e%ine- tas1 lists in 8or1 or-er planningC
AB ? @Ees
? @9o
AB 15( 3% &es; 8!ic! o% t!e %ollo8ing t&pes o% tas1 lists -o &ou re+uireC
PM<All.-oc
81

AB
AB 16( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 10( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
AB 1,( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 12( Do &ou 8ant to generate purc!ase re+uisitions an- reser7ations 8!en t!e or-er is
create-C
AB
AB 25( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 21( Do &ou 8ant to generate collecti7e purc!ase re+uisitions or in-i7i-ual purc!ase
re+uisitions %or eac! e:ternal ite'C
AB
AB 22( =o8 -o &ou 8ant to plan special tools; -ocu'ents an- so on; 8!ic! are re+uire- to
e:ecute 'aintenance acti7itiesC
AB
AB 23( Do &ou use 8or1 or-er per'its; %or e:a'ple; to 'anage 8or1ing con-itions or sa%et&
'attersC
AB ? @Ees
? @9o
AB 24( At 8!at inter7als -o &ou 8ant to sc!e-ule 8or1 $%or e:a'ple; -ail&; 8ee1l&; 'ont!l&(C
AB
AB 25( =o8 -o &ou 8ant to prioritize 8or1C
AB
PM<All.-oc
82

AB 26( At 8!ic! le7el -o &ou plan 8or1 $%or e:a'ple; %or a s!i%t; cre8; s1ill; +uali%ication; or
an in-i7i-ual person an- so on(C
AB
AB 20( =o8 -etaile- is &our planning $%or e:a'ple; usage "ac1log; capacit& e7aluation;
capacit& sc!e-uling(C
AB
AB 2,( S!oul- t!e capacit& loa-; 8!ic! 8as %or'e- %or all t!e capacit& t&pes o% t!e PP 8or1
centers; "e re-uce- %or t!e -uration o% a 'aintenance tas1 planne- in a 8or1 or-erC
AB
AB 22( Do &ou 8ant to use paging in &our co'pan& as an a--itional %or' o%
co''unicationC
AB
(%+%(%)% Material Planning
!uestions:
AB 1( Do &ou assign 'aterials $spare parts( to 8or1 or-ers -uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 2( 6!o per%or's 'aterial planning %or or-ers in &our co'pan&C
AB
AB 3( 6!ic! rules -o &ou use to -eter'ine 'aterial a7aila"ilit& $%or e:a'ple; -ail&
re+uire'ents; in-i7i-ual re+uire'ents(C
AB
AB 4( =o8 -o &ou 8ant to plan 'aterials t!at 'ust "e purc!ase- -uring t!e planning
p!aseC
AB
AB 5( Do &ou 8ant to create purc!ase re+uisitions -irectl& %ro' t!e 'aintenance or-er
-uring t!e planning p!aseC
AB ? @Ees
? @9o
AB 6( 3s t!ere an appro7al proce-ure %or e:ternal purc!ase or-ers an- 'aterial
8it!-ra8alsC 3% &es; -escri"e it.
PM<All.-oc
83

AB
(%+%(%*% Or"er Permit
!uestions:
AB 1( Do &ou consi-er per'its in connection 8it! or-ers; %or e:a'ple; 8it! regar- to
8or1ing con-itions or sa%et& aspectsC 3% &es; -escri"e &our per'it proce-ures.
AB
AB 2( 3% &es; 8!o in &our co'pan& is aut!orize- to issue per'itsC
AB
(%+%(%+% Or"er $elease
!uestions:
AB 1( 6!o in &our organization is allo8e- to release 'aintenance or-ers $%or e:a'ple;
'aintenance planner; -ispatc!er(C
AB
AB 2( Do &ou nee- to restrict t!e release until a process is co'plete- or aut!orization
o"taine-C 3% &es; -escri"e t!e process.
AB
AB 3( Are t!ere instances 8!ere or-ers s!oul- "e release- auto'aticall&C
AB
(%+%(%-% Or"er Printing
!uestions:
AB 1( 3-enti%& t!e internal papers t!at &ou re+uire %or t!e -i%%erent people an- or-er t&pes
in7ol7e- $%or e:a'ple; #o" tic1et %or e'plo&ee; pic1ing list(.
AB
AB 2( Pro7i-e so'e representati7e la&out e:a'ples.
AB 3( Do &ou assign printers to t!e people in7ol7e-C
AB
(%+%(%6% Or"er 3@ecution
!uestions:
AB 1( 9oteB !is process is onl& %or 'aintenance acti7ities per%or'e- 'anuall& on tec!nical
s&ste's "& t!e tec!nician.
PM<All.-oc
84

AB
AB 2( =o8 is 'aterial 8it!-ra8n %or t!e or-erC
AB
AB 3( Do &ou 8or1 8it! close- or open 8are!ousesC
AB
AB 4( S!oul- t!e 8are!ouse "e in%or'e- o% i''inent 'aterial 8it!-ra8als using a 'aterial
a7aila"ilit& slipC
AB
(%+%)% Capacit1 Planning
(%+%)%(% Capacit1 3=aluation
!uestions:
AB 1( 3s it necessar& to -eter'ine i% a person is a7aila"le to -o a tas1C $3% &es; consi-er
using e'plo&ee s!i%t sc!e-uling.(
AB
AB 2( Do &ou 8ant to c!ange capacit&/8or1 centers %or perio-s 8it! o7erloa-C $3% &es;
consi-er c!anging t!e 8or1 center/assign'ent/acti7it& -ates 'anuall& %ro' t!e e7aluation
reports.(
AB
AB 3( Do &ou -o s!ort ter' capacit& planningC $3% &es; ensure t!e ti'e !orizon %or t!e
capacit& e7alution re%lects t!e appropriate ti'e perio-. 3% no; ensure t!e ti'e !orizon %or t!e
capacit& e7aluation re%lects t!e appropriate ti'e perio-.(
AB
AB 4( Do &ou utilize &our personnel resources/capacities per process or enterprise>8i-eC $3%
&es; consi-er using 8or1 center !ierarc!ies.(
AB
AB 5( Are resources to "e s!are- across -epart'ents $%or e:a'ple plant 'aintenance an-
pro#ets(C
AB
AB 6( 6!ic! or-er t&pe -o &ou 8ant to use %or capacit& e7aluationC
AB
(%+%)%)% Capacit1 Dispatc/ing an" ,e=eling
PM<All.-oc
85

!uestions:
AB 1( Do &ou process t!e o7erloa- on capacities/81 centersC $3% &es; &ou coul- use t!e
capacit& le7eling %unctions> -ispatc!ing an- -eallocating(.
AB
AB 2( Do &ou pre%er to use a grap!ical planning tool %or capacit& le7elingC $3% &es; use t!e
grap!ical capacit& planning tool 3% no; consi-er using t!e ta"ular capacit& planning tool.(
AB
AB 3( Do &ou 8ant to assign a7aila"le capacities to or-er operationsC
AB ? @Ees
? @9o
AB 4( 6!en &ou split or-er operations; -o &ou 8ant t!e s&ste' to create capacit& loa-s
auto'aticall& %or in-i7i-ual peopleC
AB
AB 5( 6!ic! t&pe o% planning ta"le -o &ou 8ant to useC
AB
AB 6( 6!ic! planning strategies 8ill &ou use %or Se+uencingC
AB
(%+%*% .oo"s Mo=ements
(%+%*%(% .oo"s ;ssue for $efur#is/ment
!uestions:
AB 1( 6!at triggers a goo-s issueC
AB
AB 2( 6!o appro7es t!e goo-s issueC $Eou coul- use 8or1%lo8 to !an-le t!is process.(
AB
AB 3( 6!o posts t!e goo-s issueC
AB
AB 4( =o8 'uc! ti'e elapses "et8een t!e actual goo-s issue an- its posting in t!e
s&ste'C
AB
PM<All.-oc
86

AB 5( 3s t!e posting 'a-e online or in "atc! 'o-eC
AB
AB 6( 6!ic! -ocu'ents are generate- in con#unction 8it! t!is posting an- 8!at in%or'ation
-o t!e& containC
AB
(%+%*%)% .oo"s $eceipt for $efur#is/ment
!uestions:
AB 1( o 8!ic! stoc1 -o &ou post 'aterials at t!e ti'e o% t!eir receiptC
AB
AB 2( 6ill &ou post goo-s &ou recei7e to stoc1 in +ualit& inspectionC
t!e goo-s 8!ere7er t!e& s!oul- go as a result o% t!e usage -ecisionC
AB ? @Ees
? @9o
AB 3( 6!ic! goo-s receipt inspections $8!ic! 'a& "e triggere- "& t!e s&ste'( an- 8!ic!
inspection results $e.g. e:piration -ate( are entere- in t!e s&ste'C
AB
AB 4( Against 8!ic! re%erence -ocu'ents -o &ou e%%ect a goo-s receiptC
AB
AB 5( 6!ic! in%or'ation -o &ou use as a "asis %or planning &our goo-s receipts $7olu'e;
8eig!t; e:pecte- ti'e re+uire'ents; etc.(C
AB
AB 6( )or 8!ic! 'aterial t&pes -o &ou 8is! to recor- -ata at t!e ti'e o% goo-s receiptC
AB
AB 0( Do &ou p!&sicall& store t!e goo-s &ou !a7e recei7e- into Fstoc1 in +ualit& inspectionF
at a -i%%erent location t!an t!ose poste- to nor'al stoc1C
AB ? @Ees
? @9o
AB ,( Do &ou allo8 e7er& 'aterial to "e store- at all storage locationsC Please -escri"eI
AB
AB 2( 6!ic! -ocu'ents are generate- 8it! t!e goo-s receiptC
PM<All.-oc
87

AB
AB 15( 6!ic! -ocu'ents are generate- in connection 8it! a goo-s receiptC
AB
AB 11( 3% &ou use 6are!ouse Manage'ent; -escri"e t!e stoc1 put>a8a& process $!o8 t!e
goo-s are place- into storage(.
AB
AB 12( 3% a goo-s receipt +uantit& is assigne- to a goo-s issue; -o &ou 8ant t!e person 8!o
enters t!e goo-s receipt to recei7e a correspon-ing 'essageC
AB
AB 13( 6ill &ou inspect t!e 'aterial/article at t!e ti'e o% goo-s receiptC 3% so; -o &ou enter
t!e goo-s receipt an- t!e inspection result or -o &ou onl& enter t!e goo-s receipt a%ter t!e
inspection !as "een carrie- outC
AB ? @Ees
? @9o
AB 14( 3% &ou are using "atc! 'anage'ent; !o8 is t!e "atc! nu'"er -eter'ine- at t!e ti'e
o% goo-s receiptC
AB
AB 15( Do &ou classi%& t!e "atc!es at t!e ti'e o% goo-s receiptC Please speci%& t!e criteria.
AB
AB 16( 3s t!e auto'atic account -eter'ination process -e%ine- "& )inancial AccountingC 3%
not; 8!o is responsi"le 8it!in LogisticsC
AB
AB 10( Do &ou 8is! to print out t!e 'aterial -ocu'ent as e7i-ence o% a goo-s 'o7e'entC
6!ic! in%or'ation s!oul- "e inclu-e- in t!e printoutC
AB
(%+%+% Completion Confirmation
!uestions:
AB 1( Do &ou or &our e'plo&ees enter co'pletion con%ir'ations o% ti'eC
AB
AB 2( 6!o con%ir's or-ers in &our co'pan&C
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88

AB
AB 3( Are t!e co'pletion con%ir'ations in &our co'pan& entere- at t!e le7el o% personnel
nu'"erC
AB
AB 4( S!oul- t!e superior appro7e t!e ti'es recor-e- "& t!e e'plo&eesC
AB
AB 5( Do &ou also 8ant to con%ir' use- 'aterial at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 6( S!oul- t!e tec!nical co'pletion $%or e:a'ple; %or "rea1-o8n ti'es; causes o%
-a'age; tas1s an- so on( "e 'a-e at t!e sa'e ti'e as t!e ti'e con%ir'ationC
AB
AB 0( Do &ou also 8ant to enter 'easure'ent rea-ings 8it! t!e co'pletion con%ir'ationC
AB
AB ,( Do &ou use t!e integration 8it! t!e =. 'o-uleC
AB ? @Ees
? @9o
AB 2( Do &ou create co'pletion con%ir'ations centrall&; or -oes eac! e'plo&ee enter t!eir
o8n ti'es t!e'sel7esC
AB
AB 15( Do &ou issue con%ir'ation slips to &our e'plo&eesC
AB
AB 11( =o8 'an& ti'es per -a& -o &our e'plo&ees enter t!eir 8or1ing ti'eC
AB
AB 12( 6ill &ou use a Plant Data 4ollection $PD4( s&ste' %or &our co'pletion
con%ir'ationsC
AB
AB 13( Do &ou enter t!e 8or1ing ti'es o% contractorsC 3% &es; !o8 s!oul- t!e e:ternal
ser7ices "e entere-C
PM<All.-oc
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AB
(%+%+%(% ;n"i=i"ual ime Confirmation
!uestions:
AB 1( Do &ou enter t!e a"solute -uration or perio- o% ti'e $%ro'...to(C
AB
AB 2( Do &ou -i%%erentiate t!e ti'es entere- accor-ing to ot!er acti7iti& t&pes $%or e:a'ple;
to -istinguis! "et8een nor'al 8or1 !ours an- o7erti'e(C
AB
AB 3( 3s t!e con%ir'ation o% &our ser7ices person>"ase-C
AB
AB 4( 3n 8!at unit an- 8it! 8!at accurac& -o &ou 8ant to enter ser7icesC
AB
(%+%+%)% O=erall Completion Confirmation
!uestions:
AB 1( 6!ic! e'plo&ees con%ir' 8!ic! -ataC
AB
AB 2( Are internal ser7ices con%ir'e-C
AB
(%+%+%*% ime S/eet Processing
!uestions:
AB 1( 3n 8!ic! s&ste's -o &ou trac1 e'plo&ee 'aster -ataC Are 8age rates onl&
'aintaine- in t!e ./3 S&ste' or in ot!er s&ste's tooC
AB
AB 2( Do &ou use t!is -ata as a "asis %or in-irect acti7it& allocation to cost o"#ects; cost
centers; inernal or-ers an- so onC
AB ? @Ees
? @9o
AB 3( *:plain !o8 suc! a ti'e s!eet is structure- to-a& an- !o8 it s!oul- "e structure- in
%uture $8!at in%or'ation -o &ou nee- on t!e ti'e s!eetC(.
AB
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90

AB 4( Does e7er&one 8!o recor-s 8or1ing ti'e !a7e a personal nu'"er in =.C $3% not;
4AS is not supporte-.(
AB ? @Ees
? @9o
AB 5( 6!ic! o% &our e'plo&ees s!oul- %ill out ti'es!eetsC
AB
AB 6( =o8 -o &our e'plo&ees enter an- trac1 8or1ing ti'esC
AB
AB 0( Are t!e la"or costs calculate- "ase- on actual costs or stan-ar- ratesC
AB
AB ,( =o8 -o &ou -eter'ine t!ese la"or ratesC
AB
AB 2( Please e:plain t!e proce-ure; !o8 e'plo&ees in &our co'pan& trac1 an- report ti'e
to-a&.
AB
AB 15( 3n 8!ic! s&ste' -o &ou 8ant to run pa&rollC
AB
AB 11( Are t!ere special con-itions %or la"or costs 8!en e'plo&ees 8or1 in -i%%erent
countries or %or -i%%erent pro%it centers $%or e:a'ple; i% an e'plo&ee %ro' t!e GH 8or1s on a
pro#ect in Ger'an&(C
AB
AB 12( Do &ou enter la"or in co'plete !ours or cloc1 ti'eC
AB
AB 13( =o8 -o &our e'plo&ees enter trip costsC Are t!e trips lin1e- to t!e recor-ing o%
8or1ing ti'eC Descri"e in -etail.
AB
AB 14( Do &ou use t!e SAP e'plo&ee reporting s&ste'C
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91

AB
AB 15( 3-enti%& t!e -i%%erent categories o% acti7it& $acti7it& t&pes( t!at &ou use %or esti'ation;
planning an- settle'ent purposesC
AB
AB 16( 6!at are t!e 7arious cost collectors; to 8!ic! e'plo&ees 8ill c!arge ti'e $%or
e:a'ple; cost centers; pro#ects; internal or-ers(C
AB
AB 10( Do su">contractors an- ot!er t!ir- part& la"or sources !a7e to enter 8or1 using
ti'es!eetsC
AB
AB 1,( Are t!ese e:ternal ser7ices settle- to a cost center or -irectl& to t!e pro#ectC
AB
AB 12( Do &ou recor- o7erti'eC
AB
AB 25( =o8 is t!e cost o% o7erti'e calculate-C Do &ou !a7e -i%%erent t&pes o% o7erti'e $%or
e:a'ple; ti'e an- a !al%; -ou"le ti'e(C
AB
AB 21( Do &ou trac1 in-irect la"or !ours; suc! as 7acation; sic1ness; !oli-a&...C 3% &es;
-e%ine t!e categories &ou re+uire an- t!eir entr& t&pe.
AB
AB 22( 6!ic! %inancial entries -o &ou currentl& 'a1e %or &our la"or -istri"utionC
AB
AB 23( =o8 -o e'plo&ees recor- t!eir 8or1ing ti'e $ti'e; -etail; 'e-iu'/s&ste'(C
AB
(%+%+%+% ime S/eet Permit
!uestions:
AB 1( 6!at is &our current ti'es!eet appro7al strateg& %or e'plo&ees an- e:ternal
ser7icesC
AB
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AB 2( *:plain t!e per'it proce-ure %or 8or1ing ti'e or recor-ing o% acti7it& allocation %or
&our e'plo&ees.
AB
AB 3( Do &ou !a7e an e:ternal reporting s&ste' %or 8or1ing ti'esC
AB
AB 4( =o8 'an& e'plo&ees -oes t!e person responsi"le %or appro7al 'anageC
AB
(%+%+%-% For>ar"ing of ime S/eet Data to PM
!uestions:
AB 1( Do &ou 8ant to trans%er recor-e- acti7it& allocations to 4ontrolling using t!e ti'e
s!eetC
AB ? @Ees
? @9o
AB 2( =o8 o%ten -oes t!is trans%er ta1e place $-ail&; 8ee1l& an- so on(C
AB
AB 3( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
(%+%+%6% ime S/eet $eport
!uestions:
AB 1( 6!ic! ti'e s!eet>"ase- reports -o &ou re+uire $%or e:a'ple; e'plo&ee utilization;
e'plo&ee !ours "& cost center(C
AB
AB 2( Do &ou nee- to see -a&s t!at !a7e not ti'es!eet entriesC
AB
AB 3( Do &ou nee- an e7aluation; -o see t!e -a&s on 8!ic! personnel enter 'ore t!an a
-e%ine- nu'"er o% !oursC
AB
PM<All.-oc
93

AB 4( Do &ou !a7e to see t!e e'plo&ee na'e in t!e -ocu'ents %or t!e recei7ing
co'ponentC
AB
AB 5( Do -i%%erent roles nee- to see -i%%erent ti'es!eet in%or'ationC $3% &es; create report
7ariants.(
AB
(%+%+%7% Ser=ice 3ntr1 S/eet
!uestions:
AB 1( Do &ou 8is! to process or -ocu'ent co'pletion o% t!e ser7ices per%or'e- "& t!e
ser7ice pro7i-erC
AB
(%+%+%8% 3ntr1 of ec/nical Fin"ings
!uestions:
AB 1( Do &ou recor- tec!nical in%or'ation $%or e:a'ple; 8!ic! part o% t!e e+uip'ent 8as
"ro1en; -a'age; cause o% -a'age( a"out a 'aintanence pro"le' in or-er to create a ser7ice
!istor& or to ena"le %urt!er e7aluationsC
AB ? @Ees
? @9o
AB 2( 6!ic! tec!nical -ata s!oul- "e recor-e- an- 8!o is responsi"leC
AB
AB 3( 6!en -o &ou -ocu'ent tec!nical %in-ingsC
AB
AB 4( Do &ou 8ant to !a7e a co-ing s&ste'; 8!ic! allo8s stan-ar-ize- entr& o% tec!nical
in%or'ationC 3% &es; list t!e -i%%erent categories $%or e:a'ple; -a'age(; %or 8!ic! &ou 8ant to
!a7e co-es.
AB
(%+%+%:% Measurement Document Processing
!uestions:
AB 1( Do &ou 'easure an- recor- t!e current con-ition o% &our e+uip'ent in t!e s&ste' $%or
e:a'ple; te'perature; pressure; operating ti'e(C Descri"e t!e -i%%erent 'easuring points
an- counters t!at &ou re+uire %or t!e -i%%erent pieces o% e+uip'ent.
AB
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94

AB 2( =o8 -o &ou procee- i% a 'easure'ent rea-ing lies outsi-e o% a pre>-e%ine-
'easure'ent rangeC
AB
(%+%+%(B% Measurement Document Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e 'easure'ent -ocu'entsC 3% so;pro7i-e a cop& o% &our
-ocu'ent arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
(%+%-% Settlement an" Completion
(%+%-%(% ec/nical Or"er Completion
!uestions:
AB 1( 6!o -eci-es 8!et!er t!e 8or1 is tec!nicall& co'plete- an- 8!enC
AB
(%+%-%)% Or"er Settlement
!uestions:
AB 1( 6!o settles or-ers in &our co'pan& an- 8!enC
AB
AB 2( =o8 -o &ou 8ant to settle 'aintenance or-ers in generalC
AB
AB 3( =o8 o%ten an- accor-ing to 8!ic! rules -o &ou 8ant to settle or-ers C
AB
AB 4( 6!ere s!oul- re%ur"is!'ent or-ers "e settle-C
AB
AB 5( Do &ou inten- to set up a pro%it center anal&sis 8it!in &our co'pan&C
AB ? @Ees
? @9o
AB 6( Do &ou 8ant to e:a'ine &our cost ele'ents %or t!e settle'ent o% or-ers in greater
-etailC
AB
(%+%-%*% Business Or"er Completion
!uestions:
PM<All.-oc
95

AB 1( 6!o -eci-es 8!et!er t!e 8or1 is %ull& co'plete- $"usiness co'pletion( an- 8!enC
AB
AB 2( 6!ic! criteria -o &ou use to -eci-e 8!et!er 8or1 is %ull& co'plete-C
AB
(%+%-%+% Or"er Arc/i=ing
!uestions:
AB 1( Do &ou 8ant to arc!i7e or-ersC 3% so; please pro7i-e a cop& o% &our -ocu'ent
arc!i7ing polic&. 3% t!is is not a7aila"le; -escri"e speci%ic arc!i7ing re+uire'ents.
AB
AB 2( =o8 long -o &ou 8ant to retain or-ers in t!e s&ste' "e%ore t!e& are arc!i7e-C
AB
AB 3( Do &ou 8ant to arc!i7e or-ersC
AB
(%+%-%-% Cistorical maintenance or"er D 3ntr1
!uestions:
AB 1( Do &ou create !istorical or-ers to 1eep trac1 o% 'aintenance 8or1 t!at !as alrea-&
"een co'plete-C
AB ? @Ees
? @9o
(%+%6% ;nformation S1stem
(%+%6%(% 3=aluations of Plant Maintenance ;nformation S1stem [PM;S&
!uestions:
AB 1( 6!ic! anal&sis s&ste' is -e%ine- in &our co'pan&C
AB
AB 2( Please -escri"e in -etail t!e -i%%erent anal&ses/reports t!at &ou 8ill use.
AB

PM<All.-oc
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