26SI Series Alternator – Manage Planned Maintenance

One of the ways that EquipmentManager helps you manage your equipment is by organizing the often complex task of managing planned maintenance for your equipment. Through the administration section of EquipmentManager, you can customize the intervals at which planned maintenance is performed, edit the checklists that are used to guide the planned maintenance, and customize the scheduling of the planned maintenance for individual or groups of equipment.

Customize PM Intervals

For each piece of equipment you are managing, default planned maintenance intervals exist. These default intervals are defined in the Operation Maintenance Manual specific to each Caterpillar models. Default intervals are applied to a manufactures models other than Caterpillar. The intervals indicate the Service Meter Unit (SMU) that when reached by the machine, should trigger a planned maintenance. You have the option of setting these intervals to values other than the defaults.

In order to customize PM Intervals, use the following procedure:

  1. From either the “Administration” screen or the “View” drop-down menu, select “Customize PM Intervals”.

    If you have not already selected equipment, complete the “Equipment Search” fields and click “Display Equipment” before proceeding to the next step.




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    “Customize PM Intervals – Select Results” screen

    (1) Radio buttons

    (2) “Customize” button

  1. Select the radio button (1) next to the piece of equipment in order to customize the “PM Interval” for the equipment.



    Illustration 2 g01250076

    Warning for trusting the applet

  1. Click the “Customize” button (2) . A warning for trusting the applet will appear. Refer to Illustration 2.
  1. Click “Yes”. The “Customize PM Intervals” screen will be displayed.



    Illustration 3 g01732834

    “Customize PM Intervals”

    (3) Gray slider

    (4) Text field

  1. In order to change the ” PM Interval”, drag the gray slider (3) to the desired value (measured in SMUs) or edit the value in the text field (4) that appears below the PM.



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    The “Successful” message for “Customize PM Intervals”

  1. Click the “Save” button. A successful message will be displayed. Refer to Illustration 4.
  1. Click “OK”. The PM Intervals have been customized.



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“Reset All PM Intervals” confirmation message

If you choose to click the “Reset to Default” button on the “Customize PM Intervals” screen, the window as shown in Illustration 5 will appear.




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No “PM Interval” changes message

If you click the “Save” button on the “Customize PM Intervals” screen and have not changed from the defaults, the window as shown in Illustration 6 will appear.

Edit PM Check List

The PM Checklist is a description of the steps that should be taken when performing a planned maintenance. The steps can include everything from checking fluid levels to replacing parts. Through EquipmentManager you can edit these checklists to add, edit, or remove steps.

Note: Complete checklists that are applied for Caterpillar models and serial numbers from model year 2000 or newer. Generic checklists that are applied for Caterpillar models and serial numbers older than 2000 as well as other manufacture models.

“Edit PM Check List”

In order to edit a step in a check list, use the following procedure:

  1. From either the “Administration” screen or the “View” drop-down menu, select “Edit PM Check List”.

    If you have equipment already selected, the “Edit PM Check List – Search Results” screen will be displayed.

    If you have not already selected equipment, complete the “Equipment Search” fields and click “Display Equipment” before proceeding to the next step.




    Illustration 7 g01732835

    “Edit PM Checklist – Select Results” screen

    (1) Radio button

    (5) “Edit PM Checklist” button

  1. Select the radio button (1) next to the piece of equipment for which you wish to edit a PM Checklist.
  1. Click the “Edit PM Checklist” button (5) . The “Edit PM Check List” screen will be displayed.



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    “Edit PM Check List” screen with the “Parts” collapsed

    (6) “Expand all Parts” link

    (7) “Select PM to edit” drop-down menu

    (8) “Parts” link

  1. Select the planned maintenance you wish to edit from the “Select PM to edit” drop-down menu (7) .
  1. In order to view the parts associated with a step, click the blue triangle icon or the “Parts” link (8) . In order to view all parts in the checklist click the blue triangle icon or the “Expand all Parts” link (6) . The expanded checklist will be displayed.



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    “Edit PM Check List” screen with the “Parts” expanded

    (9) ” Collapse all Parts”

    (10) “editStep” button

  1. Click the “editStep” button (10) next to the step that you wish to edit. The “Edit Step” window will be displayed.

    Note: In order to collapse all the parts in the checklist click the blue triangle icon or the ” Collapse all Parts” link (9) .




    Illustration 10 g01732838

    “Edit Step” window

    (11) “Description” field

    (12) “Additional Parts” button

  1. Edit the description of the step in the “Description” field (11) .
  1. Edit the number of hours in the “Down Time” text field.
  1. Edit the number of hours in the “Labor” text field.
  1. If you wish to add a part to the step, click the “Additional Parts” button (12) . A row with part fields will appear below the step description.
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