Mechanical + Instrumentation & Electrical (I&E) · Oil, gas & petrochemical
Plan PM work that's ready before it hits the schedule.
Practical training and templates for maintenance planners and schedulers. Build task lists, maintenance plans, work orders and weekly schedules in SAP Plant Maintenance, the way they work in a plant.
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Sound familiar?
- The PM order came out of the system, but the parts weren't there.
- The task list says "inspect as required" and nobody knows what that means.
- The weekly schedule was full on Thursday and gone by Monday's break ins.
- I&E and Mechanical showed up on the same job in the wrong order.
- PM compliance looks fine on paper, but the work in the field tells a different story.
None of that is a craft problem. It's a planning problem, and you can learn to plan it out.
The PM cycle
From notification to closeout, the way it really works in a plant
- 01NotificationNotifications and Work Orders
- 02PlanningMaintenance Strategy and Task List · Maintenance Plans · Materials and Reservations · Permits, Isolation and Lockout/Tagout (LOTO)
- 03SchedulingScheduling and Calloffs · Capacity and the Weekly Schedule
- 04ExecutionExecution, Confirmation, Technical Completion (TECO) and History
- 05CloseoutBacklog and KPIs (Key Performance Indicators)
Job planning that holds up
Scope, labor, materials, special tools and walkdowns.
Master data you can rely on
Functional locations, equipment, BOMs, task lists and maintenance plans.
Maintenance plans that fire on time
Strategies, packages, single cycle and performance based plans, call horizons.
Mechanical PM
Pumps, compressors, turbines, exchangers, valves.
I&E PM
Transmitter calibration, control valves, analyzers, SIS proof testing, MCCs, switchgear, UPS.
Scheduling
Weekly schedules, schedule freeze, break ins and multicraft coordination.
Backlog and KPIs
Ready backlog, PM compliance, schedule compliance and planned work.
Turnarounds
Scope freeze, work lists, preturnaround materials and contractor planning.
Steps + transactions
Every step lists the transaction you'll use
Lessons put the planning work and the matching transaction codes side by side, with sources, so you can follow along in your own system. Ctrl K
Open the transaction referenceInteractive chart
Cradle to grave work order lifecycle
Nine stages from request to history across Operations, Capital Projects, Environmental and Reliability, with transactions and illustrative screens.
Turnarounds
Turnaround (TAR) planning
T-24 to post TAR timeline, scope screening criteria, and an emergent work triage you can click through.
Taught by working planners. Built for your plant. Plainly explained.
Built from plant practice
Lessons follow the real work order flow, from notification to closeout, with the transactions at each step.
Mechanical and I&E, side by side
Most training treats PM as one thing. In a plant it isn't.
Templates for your own jobs
Each module is planned to include a template, a quiz and a real scenario.
Generic, invented examples
No employer or client data, ever. Just realistic plant scenarios you'll recognize.
Built for: Maintenance plannersSchedulersReliability engineersSupervisors and craft leadsPlants and contractors
Free: the I&E + Mechanical PM Work Order Planning Checklist
The questions to answer before a PM work order goes on the schedule. Each step lists its transactions and sources.