PM Plan Auditor
| Platform: | AvailableWebNot availableMobile |
|---|---|
| Plan Type: | Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise |
| User Type: | Not availableRequesterAvailableFull UserAvailableAdministrator |
PM Plan Auditor audits an asset's preventive maintenance (PM) plan over a selected date range. It reviews PM completion, failures despite maintenance, and PMs that repeatedly find no issues, and compares the plan with OEM recommendations when a manual is available.
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.
What the Skill Reviews​
PM Plan Auditor uses the following information to generate an audit:
| Data | Information Reviewed |
|---|---|
| Preventive maintenance plans | Active preventive maintenance plans for the asset. |
| Downtime history | The asset's planned and unplanned downtime history. |
| Work orders | Open and completed work orders on the asset, including filled procedure steps and any corrective work orders that reference them. |
| OEM manual | The 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:
| Limitation | Details |
|---|---|
| Single asset | The skill reviews one asset per run. |
| Manual comparison | The skill only compares what it can find in an attached manual. When it can't verify a criterion, it says so. |
| Corrective actions | The 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 history | The skill doesn't review root cause analysis (RCA) history. |
| Suggestions | The 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.
Settings​
When you add or edit a configuration, set the following options in the skill's Settings section:
| Setting | Description |
|---|---|
| Asset | The asset to audit. |
| Analysis date range | The analysis window. |
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.