Maintenance Item

A maintenance item describes which preventive maintenance tasks should take place regularly at a technical object or a group of technical objects.

A maintenance item could, for example, be "perform safety test". You then assign exactly the objects (for example, equipment, functional locations or assemblies) at which you want to perform the maintenance task "safety test" to a maintenance item.

For some call objects, (for example, maintenance order or service order), you can describe the activities that are necessary for the maintenance item "Perform safety test" using a maintenance task list, which you assign to the maintenance item. If, for example, the system generates a service order for a due date, the operations will be copied from the task list to the service order.

Maintenance Plan with Maintenance Items

You can assign one or more maintenance items to a maintenance plan. A maintenance plan always automatically contains at least one maintenance item. Maintenance plans for service procurement and maintenance plans which refer to an outline agreement have only one maintenance item.
You can assign maintenance items to a maintenance plan in the following ways:

• You create a maintenance plan and create a maintenance item directly in the maintenance plan by entering the required data in the tabstrip Item.
• You create additional maintenance items in a maintenance plan.
• You create a maintenance item without assignment and subsequently assign it to a maintenance plan.

The following rules apply if you assign a maintenance item to a maintenance plan:

• A maintenance item can only be assigned to one maintenance plan.
• You must have created the maintenance item you want to assign to a single cycle plan or multiple counter plan without reference to a maintenance strategy.
• The maintenance item you assign to a strategy plan must have the same maintenance strategy as the maintenance plan.
• The maintenance item you assign to a strategy plan must have the same maintenance plan category as the maintenance plan.

The easiest way is to create maintenance items directly in the maintenance plan.

Reference Objects for Maintenance Items

You assign the reference object(s) to a maintenance item at which you want to perform the maintenance task "safety test".
Maintenance items can also be object-independent, that is, you can create them without a reference object.

Maintenance Items with Reference Object

You can create maintenance items with a reference object, that is, object-specific maintenance items, for example, for the following reference objects:

• Functional locations
• Pieces of equipment
• Assemblies for a piece of equipment
• Materials
• Material and serial numbers

For further information on the assignment of several technical objects to a maintenance item, see Object List.

Maintenance Items Without Reference Object

You can also create maintenance items that do not refer to a technical object, that is, object-independent maintenance items. You can maintain both location data and account assignment data individually for such maintenance items. This allows you to define regular preventive maintenance tasks without having to specify the technical objects for which the tasks are to be performed. This is particularly useful for smaller maintenance tasks, such as "cleaning", "lubricating" and so on.

See also

Changing a Reference Object of a Maintenance Item.