Section 4: Maintenance Planning and Scheduling

1. What percent of non-emergency work orders are completed within four weeks of the initial request?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

2. Work order planning (add 1 point for each of the following covered)

1. Craft required
2. Materials required
3. Tools required
4. Specific job instructions or job plan

3. Percentage of planned work orders experiencing delays due to poor or incomplete plans:

1. Less than 10% - 4 pts
2. 10 to 20% - 3 pts
3. 21 to 40% - 2 pts
4. 41 to 50% - 1 pt
5. More than 50% - 0 pts

4. Who is responsible for planning the work orders?

1. A dedicated maintenance planner - 4 pts
2. A maintenance supervisor - 2 pts
3. Each craft technician - 0 pts
4. Anyone else - 0 pts

5. Maintenance job schedules are issued:

1. Weekly - 4 pts
2. Biweekly - 3 pts
3. Between 3 and 6 days - 2 pts
4. Daily - 1 pt
5. Any other frequency - 0 pts

6. The maintenance and production/facilities scheduling meeting is held:

1. Weekly - 4 pts
2. Biweekly - 3 pts
3. Between 3 and 6 days - 2 pts
4. Daily - 1 pt
5. Any other frequency - 0 pts

7. The backlog of maintenance work is available by (add 1 point for each category):

1. Craft required
2. Department/area requesting
3. Requestor
4. Date needed by

8. When the job is completed, the actual time, material, downtime, and other information is reported by:

1. The craftsmen performing the work - 4 pts
2. The supervisor of the group - 3 pts
3. Anyone else - 2 pts
4. Information is not recorded - 0 pts

9. What percent of the time are actual measures compared to the estimates for monitoring planning effectiveness?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

10. What is the reporting relationship between planners and supervisors?

1. Both report to the same maintenance manager - 4 pts
2. The planner reports to the supervisor - 2 pts
3. The supervisor reports to the planner - 2 pts
4. The supervisor and planner report to operations/facilities- 0 pts

Section 5: Preventive Maintenance

1. The preventive maintenance program includes: (add 1 point for each type included)

1. Lubrication checklists
2. Detailed inspection checklists
3. Personnel specifically assigned to the PM program
4. Predictive maintenance diagnostics such as vibration analysis, oil sample analysis, and infrared heat monitors

2. What percent of the PM inspection/task checklists are checked to insure completeness:

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

3. What percent of the plant’s critical equipment is covered by a preventive maintenance program?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

4. What percent of the PM program is checked against an equipment item’s history annually to insure good coverage?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

5. What percent of the PMs are completed within 1 week of the due date?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

6. What determines the frequency of a PM inspection or task/service interval?

1. Program is condition-based - 4 pts
2. Program is based on a combination of equipment run time and fixed calendar interval- 3 pts
3. Program is based on equipment run time only - 2 pts
4. Program is based on calendar intervals - 1 pt
5. Program is dynamic and is scheduled based on completion date of previous task - 0 pts

7. What percent of the inspections/tasks include safety information, detailed inspection instructions, material requirements, and labor estimates?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to- 59% - 1 pt
5. Less than 40% - 0 pts

8. What percent of the corrective action work orders are generated from the PM inspection program?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

9. PM actuals and results are checked annually for time and material estimate accuracy on what percent of the program?

1. 90% or more - 4 pts
2. 75 to 89% - 3 pts
3. 60 to 74% - 2 pts
4. 40 to 59% - 1 pt
5. Less than 40% - 0 pts

10. Who is responsible for performing preventive maintenance tasks?

1. Dedicated preventive maintenance personnel - 4 pts
2. Specific individuals on each crew - 3 pts
3. Any individual on a crew - 2 pts
4. Entry level technicians - 1 pt
5. Operating personnel - 0 pts