Courses / Module 1 / Close-out

Backlog and KPIs (Key Performance Indicators)

Module 1 Est. 3 h · estimate · draft

Lesson 8 of 9Process step: Close-outAudience: Mechanical + I&EPrerequisites: Lesson 7Draft · unverified

You'll be able to

Calculate schedule compliance
Explain SMRP PM compliance (Society for Maintenance and Reliability Professionals)

Why it matters in the plant

These two metrics get mixed up all the time. Using the wrong one hides whether the schedule is working.

Common mistakes

Measuring compliance against CMMS due dates instead of the weekly schedule [S20].
Celebrating schedule compliance above 90%: it often means the schedule wasn't fully loaded [S17].

Steps and transactions

Each step pairs the planning work with the transactions you'll use. Codes link to the reference.

1Measure schedule compliance

Schedule compliance is the percentage of orders on the weekly schedule that were completed, not a count of computerized maintenance management system (CMMS) due dates. Example: 60 of 80 = 75%. Healthy range: 40 to 90%. Below 40% often means the schedule was ignored or unrealistic. Above 90% often means it wasn't fully loaded. Candidate data source: IW39 [map E] Unverified.

Craft notes

Same for both crafts.

Sources [S17]; [S20] Palmer, CMMS due dates vs schedule compliance

2Measure PM compliance

SMRP 5.4.14 reviews completed preventive and predictive maintenance work orders against preset criteria. Target: at least 90% completed on time. One way to define on time: the due date plus 20% of the PM frequency, capped at 28 days, which gives 18 days for a 3-month PM. This comes via a secondary summary, because the SMRP original is paywalled Unverified. Candidate: IW39 Unverified.

Craft notes

Same for both crafts.

Sources [S21] Verly summary of SMRP 5.4.14

Templates for this lesson

Templates coming.

Downloadable task list / plan templates for this lesson will appear here. [Owner to supply]

Check your understanding

Questions and answer key

You scheduled 80 orders and completed 60. What is your schedule compliance?
Under the summarized SMRP option, what is the grace period for a 3-month PM?
What is the SMRP PM compliance target?

Answer key

75%, which is within the 40 to 90% range [S20][S17]
18 days [S21] Unverified
At least 90% on time [S21]

Interactive scoring and certificate tracking come with student accounts (see the dashboard preview).

Discussion

Discussion is coming.

Questions and answers from other planners will appear here once student accounts exist. Moderation approach: [TBD by owner].