Work Control Management is the process of planning, scheduling and executing maintenance work in a controlled fashion that is safe, respects the environment, and meets Production’s needs at the minimum cost.

Diary:

• Overview of the Work Control Management Process
• The Real Benefits of Maintenance
• Team-Based Work Control Management
• Why Distinguish Between Planning and Scheduling?

The formal work identification element used to develop PM/PdM programs employs consistent methodologies, such as RCM, FMEA, FMECA and PMO, to design maintenance activities. These methodologies identify and manage failure modes that affect the equipment’s ability to provide the intended function at the required performance level. Work identification is also a term used to designate work identified outside of the PM/PdM process in the form of a work request. This work must also be validated and managed efficiently.

Diary:

• Generating a Work Request
• Problem, Cause, Remedy
• The Business Process
• The Evolution from a WR to a WO
• Formal PM/PdM Program Development
• Methodologies Used in Developing Formal PM/PdM Programs
• Effects of a Formal Work Identification Methodology
• Work Identification and the P-F Interval
• Implementing, Deploying, and Sustaining a New PM/PdM Program
• Planning a PM/PdM Job

Emergency and break-in work is corrective maintenance work that cannot wait for the normal planning and scheduling process because the consequences of the failure are too significant.

Diary:

• The Emergency and Break-in Work Management Process
• Planning for Emergencies and Break-in Work
• Team-based Approach to Eliminating Emergency and Break-in Work

Planning is the preparation before work is executed, so that the work can be executed efficiently. This helps the maintenance function act rather than react.

Diary:

• Asset Life Cycle Planning
• Pre-Planning
• Prioritizing Work to Plan
• Planning for Human Errors
• Work Types
• Work Classification
• Required Information and Job Scoping
• Separating a Job into Tasks
• Planning Accurately
• Developing a Work Plan

The kitting and staging process is an important step after the work planning stage
and before scheduling. Kitting is the process in which we group, package, and
supply individually separate (but related) items. Staging refers to the staging area
where we assemble parts, vehicles, equipment, or materials before use.

Diary:

• Critical Spares
• Spares Criticality Matrix
• Establishing Controls
• The Kitting Process

Task estimating is an estimate of the time to do each task and the duration of the
total work from start to finish. Estimating provides information about resource
requirements and required equipment downtime (if work execution requires the
asset to be stopped or down).

Diary:

• Estimating Stages
• Estimating for Varying Skill Levels
• Causes and Variances
• Estimating Accurately
• Correction Factors

Work Scheduling is the allocation of maintenance activities within a predefined
time period in order to optimize asset availability and resource utilization while
considering their constraints. The schedule represents the calendar of what the
organization expects to accomplish with the available resources in the next time
period.

Diary:

• Developing the Schedule
• Gantt Charts
• Backlog Management
• Task Scheduling vs. Resource Scheduling
• The Scheduling Meeting
• Applying the Scheduling Process
• Dependencies and Constraints
• Critical Path Method
• Contingency Plans
• Types of Schedules

Many jobs pose safety risks to the person doing the job, those nearby, or those
eventually using the equipment. When planning and scheduling the work, it is
important that we identify reasonably likely risks and hazards and establish
measures to mitigate them.

Diary:

• Risk Identification
• Risk Assessment
• Job Hazard/Safety Analysis

Maintenance work execution is defined as the activity of completing maintenance
tasks. Work execution ensures that trained, competent personnel carry out all the
required work.

Diary:

• Selecting Internal vs. External Resources
• Skills and Team Strength Development
• The 3 Stages of Maintenance Work Execution
• Tradesperson Audit

A version of Operator Asset Care or Autonomous Maintenance, IAC is a more
encompassing term and considers how we work together to manage our assets’
health and performance.

Diary:

• Operator Asset Care
• CIL (Clean, Inspect, Lube)
• Operator Routes
• Integrated Asset Care

Work follow-up ensures that all work that is completed is satisfactory and
achieves the intended scope. It also forms the basis of a continuous
improvement process so that similar work in the future reaches world-class
standards.

Diary:

• Follow-Up Information
• Managing Found Work
• The Follow-Up Process

A CMMS or EAM is computer software that is designed to support and simplify
maintenance management. CMMS stands for Computerized Maintenance
Management Software (or System) and is sometimes referred to as Enterprise
Asset Management (EAM).

Diary:

• Overview of CMMS/EAM Systems
• Using CMMS/EAM

The physical asset hierarchy is the logical breakdown of a company’s physical
assets by geographical area or functional class.

Diary:

• Developing a Physical Asset Hierarchy
• Hierarchy & the Materials List
• The Physical Asset Hierarchy Process

The impact and scope of Shutdowns extend far beyond the maintenance and
engineering functions. If we do not execute critical shutdown tasks, this will affect
equipment reliability and performance. The shutdown must meet budgetary and
duration objectives while ensuring that all critical planned work is executed, that
there are no safety or environmental incidents, and that the facility starts up on
time without incidents.

Diary:

• Elements of a Shutdown
• Shutdown Risks
• The Shutdown Model
• Shutdown Process
• Critical Tasks and Critical Path
• Strategic Planning
• Concept Phase
• Shutdown Planning
• Shutdown Purchasing
• Shutdown Scheduling
• Contingency Planning
• Adjusting Inventory Levels Pre-/Post-Shutdown
• Vendor Agreements for Parts Returns
• Execution and Control
• Roles and Responsibilities
• Managing the Shutdown Through Meetings
• Job Control
• Case Study

No man’s an island. This is true of the maintenance function. You may be
excellent at what you do but you will be more successful if you surround yourself
with excellent people. This starts by identifying the roles needed to be successful,
hiring the right people, training them and providing the tools, systems and support
needed to achieve, maintain and sustain the desired levels of performance.

Diary:

Role of:

• Maintenance Manager
• Maintenance Supervisor
• Maintenance Planner
• Maintenance Scheduler
• Reliability Specialist
• Shutdown Coordinator

KPIs are quantifiable measurements that reflect the critical success factors of the
organization. They help organizations achieve their goals by defining and
measuring progress. Performance measurement is a fundamental principle of
management.

Diary:

• KPI Categories
• Assuring Results
• Applying KPIs to Performance Management Plans
• Rules for Defining KPIs
• KPI Hierarchy
• Work Control Management KPI Examples

A well-structured project should include four stages: define, prepare,
execute/manage, and sustain. To be successful, we must apply all four stages.

Diary:

• Define
• Prepare
• Using a 90-Day to Capable Structure
• Execute and Manage
• Sustain

An assessment compares the observed state of the organization to known
standards. You assess your site in order to understand its current state and
develop a plan to sustain your successes and improve on your weaknesses.

Diary:

• Self-Audit Questionnaire
• Reviewing the Results
• Developing an Action Plan

Work Control Management is the process of planning, scheduling and executing
maintenance work in a controlled fashion that is safe, respects the environment,
and meets Production’s needs at the minimum cost.

Diary:

• The Work Control Management Team
• Work Control Management Principles
• Work Control Management Objectives
• Anticipating Problems and Eliminating Delays