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C302: Advanced Maintenance Planning

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C302 textbookWhile the Maintenance Planning course (C301) fundamentally prepares a planner for the task of planning, more is required to ensure a high level of output from the planning function. This has led to many requests for an advanced course.

Maintenance planning is the function that ensures that the correct maintenance actions are performed to the right equipment at the right time, and having all necessary preparation and resources in place. It is furthermore arguably the function that ensures that all maintenance actions can be completed correctly and efficiently.

C302 2

Make sure that your artisans are used efficiently by giving them tasks that are "ready to go" **

C302 3Maintenance Planning is becoming more and more important to secure the success of maintenance actions. The theory and tools of maintenance planning are also becoming more sophisticated.

While the Maintenance Planning course (C301) prepares planners to understand all facets of the planning process, it does not:

     1. Address the full spectrum of the planning function (it is just too much).
     2. It does not prepare a planner for taking the role of senior or head planner.

This course (C302) is ideally aimed at the further development of maintenance planners after they successfully completed the course in Maintenance Planning or a similar preparatory course and had time to implement and integrate that knowledge in practice.

Course participants receive a copy of the 316 page book: Maintenance Planning, Scheduling & Coordination (second edition) by Don Nyman & Joel Levitt. Joel Levitt is one of the leading American maintenance authors, while Don Nyman is an authority on Maintenance Organisation, Control Systems, Planning and Scheduling, and Functional Improvement.

Who Should Attend

The course is intended for maintenance planners and those who manage them. Having attended and passed the C301 course is strongly recommended as preparation for this course.

** Tasks that are "ready to go" are ones for which all the necessary resources (men, materials, permits, instructions, drawings, manuals, etc.) are available for the artisan to complete the task without delays.

Course Content

Module 1

  • Overview
    • Background
    • Definitions
    • The Planner’s Role
    • Time Management
    • Objectives of Work Preparation
    • Prerequisites for Success
  • Review of Preventive Maintenance from C301
    • Maintenance Objectives
    • Quality Maintenance
    • Maintenance Strategies
    • Condition Based Maintenance Principles
    • Use Based Maintenance Principles
  • Review of Scheduling from C301
    • Scheduling Classes
    • Scheduling Techniques
    • Critical Path Method Scheduling
    • Time Slot Scheduling
    • Batch Workshop Scheduling
    • Work Prioritisation
    • Application of Techniques in Maintenance Scheduling
  • Review of Task Planning from C301
    • Introduction
    • Work Order process
  • Maintenance Planning in the business
  • Organising the Planning Function 

Module 2
Task Design

  • Introduction
    • Historic Overview
    • Introduction to Work Study
      • Method Study
      • Time Study
    • The work of FW Taylor and Frank and Lillian Gilbreth
    • Method Study defined
  • Method Study
    • Step 1: Select Tasks for Improvement
    • Step 2: Record the Relevant Facts
    • Step 3: Examine the Facts
    • Step 4: Develop Improved Tasks
    • Step 5: Implement (install) the Improved Methods
    • Step 6: Maintain the Improved Methods
  • Task Specification: The Process of Defining Maintenance Tasks Properly

Module 3
Task Standards

  • Principles
    • Introduction
    • Objectives
    • Techniques
    • Rate of Working
    • The Unit of Work
  • Procedures
    • Time Scales
    • The concept of a standard rate of working
    • Breaking the task into elements
    • Repetitive work
    • Rating
      • Effectiveness
      • Speed
  • Relaxation and Contingency Allowances
  • Analytical Estimating
  • Comparative Estimating

Module 4
Detailed Task Planning

  • Assembling the Work Package
    • Micro-Planning
    • Criteria of a Planned Job
    • Steps of the Planning Process
    • The Value of Planning
    • The Necessity of a Good Business Technical Library
    • Components of the Work Package
  • Detailed Planning of the task
    • Screening of Work Requests
    • Assessing and Scoping the Job to be performed
    • Job Research to Avoid Redundant Planner effort
    • Job Breakdown with Detailing and
    • Sequencing of Job Steps
    • Material Take-offs and Procurements
    • Assembling the Planned Job Package
    • Receipt of Feedback and Reflecting it in Updated Job Plans
  • Task Requirements Planning
    • The Importance of Good Logistical Support
    • The Planner’s Role in the Materials Management Process
    • The Planner’s Role in Rebuilding
    • Just in Time and Proactiveness
  • Compiling the weekly schedule
    • Backlog Management
    • Scheduling Techniques
    • Job Loading
    • Job Schedule
    • Labour Deployment
    • Scheduling Guidelines
  • Closing the task
    • Method
    • Schedule Compliance
    • Supplementary Metrics
  • Backlog Management
    • The key to Successful Maintenance Management
    • Establishment of Control Limits
    • Work Order Status Codes
    • Backlog Reporting

Module 5
Planning Support

  • Maintenance - Production Coordination
    • Introduction
    • The Weekly Coordination Meeting
  • Support in the task execution phase
    • The Planners Function vs that of the Supervisor
    • Three Important Functions
    • Daily Schedule Adjustment
    • Planner Support During Task Execution
    • The Morning Meeting
  • Planning Efficiency
    • Introduction
    • Direct Measures of Planner Effectiveness
    • Indirect Measures of Planning Effectiveness
    • The follow-up Critique
    • Activity Sampling
  • CMMS Support 
    • Introduction
    • Main Outputs of a Good CMMS
    • Characteristics of a Good CMMS
    • The CMMS’s Role in Planning Support

Credits 16*, level 5**

* The course comprises 80 hours of study, of which 40 hours are in class, with a further 16 hours of private study, and 24 hours for an assignment.

**Occupational Certificate level

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