The new Maintenance app is HERE!
Features: usage-based maintenance, maintenance schedules, maintenance requests and more.
Release Date: November 2021
Amper has released a brand new Maintenance product that brings a number of new capabilities for scheduling & managing maintenance.
New features included in this release:
- Usage-based maintenance in tandem with calendar-based maintenance as well as one-off maintenance requests.
- Maintenance Owners can now set schedules with priorities and assign task owners.
- Ability to request maintenance work and add it to the schedule with other planned maintenance tasks.
- You'll be able to see all the open work orders on a Visual Management Board to track what's being done and see what tasks need to be picked up. As work is completed, it will fall off the screen.
- Maintenance teams can close out maintenance tasks from either the web app OR the operator interface at machines.
Check out the release document below to understand how to use the new features. This is a big release, so please read through thoroughly to ensure you get the MOST out of the application.
- Maintenance App Terms / Language
- What's New?
- 1. Schedule
- How to use Schedules
- 2. Tasks
- 3. Plans
- Providing Last Completed
- Ad-Hoc Work, Using "Non-Recurring"
- 4. Scoreboard
- 5. Requests
- Creating a Request
- Request Approval
- Alerts for High Priority Requests
- 6. Static Assets
- How to get started
- How to Use the New Features
- Creating Tasks
- 1. Creating Tasks from Suggestions
- 2. Creating Tasks from Requests
- 3. Creating Tasks from the Schedule
- Distributing & Resolving Tasks
- 1. Assigning Tasks from Schedule and Printing a Report
- 2. Viewing Assigned Tasks Using the Scoreboard
- 3. Viewing Tasks From Operator Interface
- Completing Tasks
- 1. From the Mobile/Desktop
- 2. From the Operator Interface
- 3. From an App Outpost
Maintenance App Terms / Language
Summary of the terminology used in our maintenance offering.
Untoggle here to read the list of new terms
Asset- Equipment that requires maintenance. This includes all Amper connected machines along with Static Assets.
Static Assetsequipment that is not connected to Amper. This can include critical-to-safety machines, cooling fans, eyewash stations or other machines
Plan- The instructions of what is to be done. Plans show you what maintenance tasks are needed, how often you need to do them, and to which machines. You can also track costs associated with a specific maintenance event.
Maintenance Owner-The Maintenance Owner is the assigned user who is broadly responsible for ensuring maintenance gets done. This is the person who is held responsible for overdue maintenance tasks. They set the
Plan, and if there's debate about "do I do this task or that task first?" they are the person who would settle it.
Task- The record of work that needs to be done to an asset.
- A Task always has a due date, but not necessarily someone assigned.
- Tasks can be of High, Normal or Low priority. You can sort tasks by priority.
Assignee / Task Owner- This the person responsible for executing the task and communicating the success, failure, and issues of that task—usually a Maintenance Technician.
Request- A request for a defined
Taskto be done.
- Someone—typically the
Maintenance Owner—will approve requests and once approved, the request becomes a
- Requests can be made High, Low or Normal priority. When approving, the
Maintenance Ownercan choose to keep or change that priority. (There is an Alert available to get notified when high-priority requests are made.)
Requestor- The person who asks for the request to get done. This person does not have to on the maintenance team. The Requestor can be anyone in the factory who has a maintenance request: from a light bulb needing changed to an emergency repair.
In the new Maintenance section of the web app, you'll find an updated top menu (shown below). There are 6 menu pages - the following section of this document will review each page in detail.
Schedule is the home base for the Maintenance Owner. The main use for the Schedule is to finalize what is being done and when, and incorporating
Suggested Tasks into the overall maintenance plan.
How to use Schedules
Group/Filter - Change the grouping/filtering at the top of the page to customize your view. For example, filter to only look at certain machines or assignees. Or choose a certain time frame to see what was done last week or what should be done this week. You can block the page by date or Assignee.
Tasks -View all tasks and make edits to them. Easily assign people, change due date/time, and edit the priority.
Mass Edit - Edit all tasks for an easier user experience
PDF Creation - Generate a PDF view of the schedule for a certain time frame to print out for your team.
Suggested Tasks: Plans (see below) will generate Suggested Tasks for the Maintenance Owner to approve and add to the schedule.
The Tasks view is for the Assignees/Task Owners to complete tasks. Filter the top of the page and click complete to show you're getting things done.
There are other ways to complete tasks too, see below for details.
Use the Tasks view to:
- Update existing
- Who is assigned?
- Who resolved?
- What were the costs?
- What is the priority?
Use the Plans view to set what maintenance tasks should be done, how often (type), and to which assets.
So, for example, if you have some machines that need filter changes every 2 weeks and some that need filter changes every 1 week, you would have two Plans (
Filter Change (2 weeks) vs
Filter Change (1 week).
A Plan's cadence can be calendar-based, usage-based, or non-recurring. A Plan with a usage-based cadence can ONLY be applied to Amper connected assets.
For a given plan, you can specify 4 different costs:
Those costs can be overwritten on a specific Task. So, for example, if the cost of oil for one machine costs 2 times as much as it does for another machine, you can specify that in the Task when you perform the work for that specific machine.
Providing Last Completed
When you create a
Plan, you need to provide the last time that activity was done for every machine. This information, combined with the frequency will allow Amper to suggest when the maintenance activity should be done next.
Plans page, you'll see a list appear when there are records that don't have a last completed date. Until that date is provided, Amper can't generate
For example, if the frequency is "every 100 hours" and you did the maintenance activity a month ago, we would use the elapsed time along with the machine's historic utilization to predict when to schedule your next maintenance event.
- Plan A has a Cadence Value of "Every 100 Hours"
- Machine 1 is associated with this plan and averages 50% uptime.
- Machine 1 has had 50 hours of uptime since the last time a task for Plan A was completed, therefore 50 hours are remaining.
- Using the historical data of Machine 1 (avg. 50% uptime every day), we can forecast that the remaining 50 usage hours will take 100 clock hours.
- The suggestion then will be for the current time + 100 hours.
There's a delay of ~5 minutes between when you provide the "last time done" and when suggestions will start appearing, but it could be longer if your last time done was far in the past (more than a a month or two).
Ad-Hoc Work, Using "Non-Recurring"
Tasks must be tied to a
Tasks that do not have an expected frequency, label the type as
If you have a task that doesn't necessarily belong to a specific
Plan, you can make a generic Plan and call it Ad Hoc or General Maintenance Task. Over time, you may want to create a couple different non-recurring Plans to make things easier and better organized. For example, you could create a Plan for CNC Emergency Repair, Facility Maintenance, Eyewash Repair, etc.
Use the Scoreboard view as a visual management board, so the entire maintenance team can see open tasks. Easily put this view on a TV on the shop floor for high-visibility.
You can use the Scoreboard in a couple different ways.
- The first is to treat it like a grab bag where Maintenance Technicians can pick what to do next based on priority. In this situation, you'd keep the filter option
Include Assignedunchecked. That means that Tasks will drop off the board once they've been picked up by someone (but not necessarily completed). So, Assignees can see where they should head next, but you can't necessarily see when tasks are completed.
- You can also use the board as more of a real-time view for what's going on: show what tasks are incomplete or which tasks have been picked up or assigned. In this case, you'd have the filter option
Include Assignedchecked. That way, you'd see who's working on what, along with what hasn't been assigned. The drawback there is that you may end up with a lot of in progress work on the board, and it could be hard to see what tasks are coming up until after you actually complete the in-progress tasks.
See the Disseminating Task Ownership Area for more information.
The Requests page is where anyone can go to request a specific maintenance task. These requests get approved by the Maintenance Owner and once approved, automatically move to the Schedule to be assigned.
Creating a Request
Requests can be created from the operator interface or at app.amper.xyz.
Requests must be approved by a user on app.amper.xyz to turn them into Tasks, assign them to an individual, etc. This is typically done by the Maintenance Manager.
Requests have priority levels just like Tasks. However, before converting from Request → Task, the Maintenance Manager can edit the priority level.
Alerts for High Priority Requests
You can opt-in for an alert to be sent when high priority requests are submitted. The recipient of that alert is typically the Maintenance Manager. After receiving the alert, the request can be approved at app.amper.xyz.
Example of what the message will look like:
Alert: 'High Priority Maint. Request' --Requests:-- Oil Change for Doosan #1. Requested by: Joseph Mazrimas Inspection for Haas #3. Requested by: Florance Killough
6. Static Assets
The Static Assets page is where you can add your static assets. Static assets are any equipment that are not connected to Amper.
How to get started
Now that you've learned about each section of the Maintenance menu, you're ready to get started.
- Add any Static Assets.
- Create a Plan database. Some examples of plans:
- 6 Month PM
- 480 Hour PM
- Weekly Coolant Change
- General Non-Recurring Requests
- Enter in the Missing Task Records
- Review the Schedule and assign Task Owners and Due Dates
- Set up Scoreboards or Print out PDF's of the Schedule
- Train your team on how to complete the tasks
- Kick it off!
How to Use the New Features
There are several ways that
Tasks can be created.
1. Creating Tasks from Suggestions
From the Schedule view, you will see suggestions for the timeframe you've chosen in addition to any suggestions you may have missed. These suggestions can be turned into tasks as they are, or with changes (like changing the date or to who they're assigned).
2. Creating Tasks from Requests
People can request work to be performed from the Operator interface or the App, and when those requests are approved, they become Tasks that can be assigned.
3. Creating Tasks from the Schedule
You can also create tasks directly from the Schedule view, even without a suggestion.
Distributing & Resolving Tasks
How do people know what they're assigned to do?
1. Assigning Tasks from Schedule and Printing a Report
You might choose to assign tasks to specific individuals in advance (say, at the beginning of the week). The best place to do this is the Schedule; you can pick a time frame and use the multi-edit view to quickly assign team members and set due dates.
You can also get a PDF of the schedule. Print this out for any time frame and distribute or post it.
2. Viewing Assigned Tasks Using the Scoreboard
The Maintenance Task Scoreboard shows a maximum of 20 tasks at a time. They're sorted first based on day, then on priority, then on the time they're due.
Some examples of how this sorting works in practice are shown in the example below, assume today is Oct 27.
|Name||Priority||Due Date / Time||Explanation|
Oct 26, 2021 10:00 AM (CST)
This is from "yesterday", so it's overdue. Even though Task B is due earlier in the day, this one appears first because it's High Priority.
Oct 26, 2021 7:00 AM (CST)
This is the "next most important" task on the 26th compared to Task B.
Oct 27, 2021 6:00 PM (CST)
No Priority comes before Low Priority.
Oct 27, 2021 1:00 PM (CST)
Lower priority is lower on the board, even though this is the earliest task for the 27th.
Oct 27, 2021 2:00 PM (CST)
Tasks of the same priority simply sort by Due Date.
3. Viewing Tasks From Operator Interface
The operator interface will show Tasks for each individual machine. So, you can walk up to a machine, see what Tasks exist, as well as assign/reassign and complete them.
The operator interface will show all tasks that have been scheduled for a machine that aren't complete. When you mark a task "Completed By: [Person]" it will stay on the screen for ~2 hours so that you can undo that action if desired. Otherwise, completed tasks will not be shown.
There are a few different avenues for completing tasks.
1. From the Mobile/Desktop
If Assignees are able to have mobile devices with them during the day, they can use the Tasks area in the new Maintenance module in app.amper.xyz to pick up tasks, see what they’ve been assigned, and mark tasks complete.
*The task board will filter for who ever is signed in automatically so tasks can be quick-completed with one push of a button.
2. From the Operator Interface
The operator interface also has a module that can be enabled for maintenance where you can assign/reassign tasks to an owner and complete them.
*Clicking “Done” quick-completes the task by the assigned person at the time the button is clicked.
3. From an App Outpost
You can also use app.Amper.xyz as an outpost and assign and resolve tasks from there. When you're logged in to the app as an outpost, you'll only see the
Scoreboard areas. Obviously, the scoreboard is there so that you can put that view up on a TV.
*Note that you can complete a task if it’s assigned to another person.