Preventive Maintenance Task Form

The Preventive Maintenance Task Form is used to create your tasks which will be associated with a piece of equipment then turned into work orders when generated.

Required Fields:

Task No: This is a computer generated sequential number that you can override at any time to organize the order in which tasks are listed and printed on the preventive maintenance work order.

Description: If you do not use a standard code you must enter a description of this PM task.  If a PM Library Procedure is selected, this field is unavailable.

Assigned To: Specifies the worker to which the task was assigned.  Tasks assigned to the same employee will be printed on one work order.  Tasks assigned to different employees will appear on different work orders.

Frequency Days: Interval in days that this task is to be scheduled.  If you are using Meter or Miles to schedule, you are still required to enter a frequency in days as a backup schedule.

Non Required Fields:

PM Library Procedure: This code is from the Standard Task Library database.  It allows you to easily setup repetitive tasks to be used on many different pieces of equipment.  Entering the proper code inserts the text containing the needed information of the task to be performed. You do not have to use a task from the Standard Task Library database, you can create a new task if you wish.

Last Done By: The last employee that performed this task.

Schedule Type: Calendar based scheduling can be FLOATING or FIXED.

Additional Information on Fixed or Floating Task Types can be found at:
https://www.cogz.com/kb/work-order-floating-or-fixed/

Date Due: This is a calculated date that shows the next PM date. This date does not include any calculations related to scheduling by meter or miles. The date is based on the Frequency Days, Schedule Type, Last Date Done, and Last Fixed Date Done. If the schedule is Floating, the Date Due is the last date done plus the Frequency Days (if there is a last date done), otherwise it is the next PM cycle date plus the PM cycle days. If the schedule is Fixed, the Date Due is the Last Fixed Date Done plus the Frequency Days.

Estimated Completion Time: Approximate number of hours required for completion of the task.

Down Time Required: Number of hours the machine in question will be out of service.

Generate Separate Work Orders for All PM Tasks Associated with this Equipment: Clicking this box will create separate work orders for each equipment PM task when they are generated. This check box is also on the Equipment PM Task Tab in the Equipment Form as well as on the System Defaults Form, Work Orders Tab.

Additional information on the Preventive Maintenance Task Form can be found in the COGZ Manual under Equipment List.