Fast PM - How to set up lube tasks

First, let's set up the Lube activity. Click on "Parameters"

Type in the activity description, for example "GREASING"

And specify the unique characteristics of this activity, for example "Type/Qty/Ports"

Click on "Save". This activity will allow us to define the characteristics individually for each asset at a later stage.

Go back to the main screen by clicking on "Modules"

We're going to create a PM Model specifically for the greasing task. Click on "+"

Give the PM Model a name, for example "LUBE - Greasing (4 weekly)"

Add the Component, for example "Bearings"

Add the task description, for example "Grease bearings"

Select a Value the activity. In this example: "GREASING"

Select equipment state, for example "Running"

Select task frequency, for example "4 weeks"

Select labor type, for example "Lubrication"

Enter task duration, for example "1" minute

Once the task is created, let's enable it for all criticality levels

With the Greasing PM Model selected, click on "With 1 selected"

Click on "Clone" to create a copy of the PM Model

Double click on the copied PM Model to rename it

Type in a new name, for example "LUBE - Greasing (12 weekly)"

In this PM Model, double click on the task to edit

And change the task frequency, for example "12 weeks"

Now let's go back to the main screen. Click on "Modules"

Click on "PM Strategy" to start assigning the PM Models to the assets

You can also select multiple assets at once

Let's go back to the main page. Click on "Modules"

We're now going to assign the specific characteristics required for the greasing task for each asset. Click on "Custom Criteria"

This is the list of tasks assigned to assets, with specific requirements (custom criteria) driven from the task activity type. Double click on the empty "Value" field

Fill in the required characteristics, for example "ABC/6grm/2x"

Continue with the other values in the same manner. When completed, click on "Modules" to go back to the main screen

We're now going to route the tasks together. Click on "PM Tasks"

Select one of the combinations, for example "4 weeks | Running | Lubrication"

Select the Locations you want to route together

Select the tasks you want to route together

Give the Plan a name, for example "Lubrication - Running - 4 weeks - Location 2"

You can do the same for all combinations and Locations. Then, click on "Modules" to go back to the main screen

To view the routes and export them, click on "PM Plans"

On the PDF PM Document, you cann see all the assets/tasks of the route, in their respective Location, with their individual characteristics (Custom Criteria)