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PM Plan Auditor

availability
Feature availability by platform, plan type, and user type
Platform:AvailableWebNot availableMobile
Plan Type:Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise
User Type:Not availableRequesterAvailableFull UserAvailableAdministrator

PM Plan Auditor reviews your asset's preventive maintenance plan, conformity with OEM recommendations, and completion history.

When to Use PM Plan Auditor​

You can use PM Plan Auditor to check whether an asset's PM plans are working as intended, for example after repeated unplanned downtime.

Before You Start​

To use the PM Plan Auditor skill, you need:

  • Permission to view work orders, preventive maintenance plans, and procedures.
  • Permission to create work orders, if you want the skill to suggest a corrective action.

For more information, see User Roles and Permissions.

Data the Skill Reviews​

PM Plan Auditor uses the following information to generate an audit:

DataInformation Reviewed
Preventive maintenance plansActive preventive maintenance plans for the asset.
Downtime historyThe asset's planned and unplanned downtime history.
Work ordersOpen and completed work orders on the asset, including filled procedure steps and any corrective work orders that reference them.
OEM manualThe asset's OEM manual, where available. The skill searches the manual to compare it with your PM plans.

When setting up the skill, you can select which asset to include in the audit.

Limitations​

PM Plan Auditor has the following limitations:

LimitationDetails
Single assetThe skill reviews one asset per run.
Manual comparisonThe skill only compares what it can find in an attached manual. When it can't verify a criterion, it says so.
Corrective actionsThe skill infers corrective actions from work order descriptions, because no structured link exists between a PM work order and the corrective action it creates. It might miss a follow-up that doesn't reference the original work order.
RCA historyThe skill doesn't review root cause analysis (RCA) history.
SuggestionsThe skill only suggests rescheduling or reassigning PM plans.

Review the audit before taking any action. For more information about the safeguards MaintainX® applies to all AI-powered skills, see Built-In Safeguards.

Set Up PM Plan Auditor​

  1. From the sidebar, select Smart Hub > Skills. The Skills page opens.

  2. Select PM Plan Auditor.

  3. In the Details tab, select Add Configuration.

  4. In the Configuration name field, enter a name for the configuration.

  5. [Optional] Set up one or multiple schedules for the skill to run automatically. For more information, see Schedule a Skill.

    note

    If you don't want to set a schedule, you can finish setting up the skill and run it manually. For more information, see Run PM Plan Auditor.

  6. In the Settings section, select the information you want to include in the audit:

    1. In the Asset field, select the asset you want to audit.
    2. In the Analysis date range field, define an analysis window.

  7. Select Create. MaintainX redirects you to the skill's Details tab.

Manage skill configurations

You can also edit or delete the skill configuration.

Run PM Plan Auditor​

After creating a configuration, you can run the skill manually or let it run on the schedules you set. For more information, see Run a Skill Configuration.

For both manual and scheduled runs, open the Activity tab to check the run status and access the generated audit. For more information, see Review the Audit.

Manage the Output​

When the audit is ready, you receive a notification. To open the audit, do one of the following:

  • Select the notification at the bottom of your screen.
  • On the skill's Activity tab, select View Details for the run.

Both options open the audit in the Smart Hub inbox.

Review the Audit​

Depending on your configuration, the audit includes:

  • An analysis of the asset performance, including a scoreboard.
  • A compliance audit.
  • Recommended corrective actions.

Review the audit to decide whether to adjust the asset's PM plans or create a corrective work order.

Archive the Audit​

After reviewing the audit, you can archive it. For more information, see Archive a Skill Output.