Concepts

Tasks

Settings

Defining Shutdowns

Create a shutdown record to communicate to planners the equipment and tasks involved in a specific shutdown period. You can name the shutdown, identify its shutdown type, specify its start and end dates, and provide a description. List the affected assets and the tasks planned for the period (in the form of standard jobs, standard tasks, and/or work order tasks). You can also attach standard documents for reference purposes.

You can keep track of shutdowns by changing their statuses from “Planed”, to “Open”, to “Closed”. When a shutdown is closed, only its status can be changed.

When PM work is generated for a shutdown type, the generated work orders are assigned to the next shutdown associated with that shutdown type. Here is an example of the planning information for a generated work order task:

Note that the standard job must include triggering for the shutdown type.

This topic explains how to define a shutdown. For information about setting triggering rules, see Creating Triggering Rules for a Standard Job or PM Route. For information about generating PM work, see Generating PM Work Orders for the Site.

To Define a Shutdown

1.	On the Site window, select the Reliability Program or Work Management view.

2.	Select the Shutdowns tab. This tab lists the shutdowns that have been defined for this site only, this site and above, or this site and below.

3.	Click New. The Shutdown window appears:

Tip: Shutdowns are assigned to the site at which they are created, and they can be associated with objects at only that site. If you wish to create a shutdown at the enterprise level, open a shutdown type, select the Shutdowns view, and click New. Note that when you add a shutdown from the Shutdown Type window, you have the option of selecting a child site. See Setting up Shutdown Types.

4.	Provide a descriptive name for the shutdown, for example, the shutdown type plus a specific time period.

5.	Specify the start and end dates for the shutdown period. The start date can be in the past, but the end date must be later than the start.

6.	“Planned” is the default status. Other options are “Open” and “Closed”. When a shutdown has the status “Closed”, only its status can be edited.

7.	Provide additional information in the Description box.

8.	Select the Assets tab to select the assets affected by the shutdown.

9.	Click New to select an asset and an operating condition, and to provide comments:

Click OK to close the Shutdown Asset dialog.

10.	Click Browse to add two or more assets. The Browse Assets dialog lists the assets for the site. Select the assets affected by the shutdown and click OK to add them to the Assets tab.

Tip: You can double-click a row to open the Shutdown Asset dialog, where you can select an operating condition and add comments.

11.	Select the Jobs tab to select standard jobs planned for the shutdown. Click New to add an individual job and comments, or click Browse to add two or more jobs.

12.	Select the Tasks tab to select the standard tasks planned for the shutdown. Click New to add an individual task or task template, asset, and comments, or click Browse to add two or more tasks.

13.	Select the Work Order Tasks tab to select tasks planned for the shutdown. Click Browse. The Select Work Order Tasks for Shutdown dialog appears, listing work order tasks for the site. For example:

Tip: By default, the list excludes tasks that are associated with other shutdowns. To view and select them, click Show tasks on other shutdowns.

14.	Select the tasks for this shutdown and click OK.

15.	Select the Attachments tab to add standard documents to the shutdown for reference purposes.

16.	When you have finished describing the shutdown, save and close the Shutdown window. The shutdown is added to the Shutdowns tab.