Lesson 1: The Need for PM


The scope of PM; Good programs pay off; Costs  cut dramatically; Inspections; Establishing maintenance routes; Steps in planning; Review; Decide; Implement; Maintenance job orders; Priorities; Scheduling

– List the six functions of a typical PM Program.
– List the major benefits of PM.
– Explain the three stages involved in the planning process.
– Describe the function of the maintenance job order.
– Explain the use of a priority system.

Lesson 2: Setting Up a PM Program


Strategies for gaining support; Setting up the program; Organizing for action; Checklists; Securing cooperation; Setting up a lube program; Lubricating follow-through

– Describe the elements needed to establish a preventive maintenance program.
– List the data that can be obtained from review of inspection reports.
– Distinguish between preventive and predictive maintenance.
– Explain the preparation of inspection checklists.
– Explain how to set up a lubrication program.

Lesson 3: Scheduling PM


Scheduling—what it is and isn’t; Long-range planning; Forecasting; Forecasting tips; Short-range scheduling; Scheduling meetings; Conducting the scheduling meeting; Measuring schedule compliance; Using work orders in scheduling

– Describe the importance of scheduling to the maintenance program.
– Describe the role that the production department plays in maintenance scheduling.
– Explain the uses of forecasting and long-range planning.
– List the types of jobs that should appear on a weekly schedule.
– Explain how and why weekly scheduling meetings should be held.
– Measure compliance with scheduling.

Lesson 4: Controlling Work


Control of emergency work; Control of unscheduled work; Repetitive preventive maintenance services; Using the standing work order; Forecasting scheduled work; Forecasting planned scheduled work; Using the schedule effectively; Work order flow; Handling work assignments; Reporting labor and material use; The engineering work order; Span of control; Communications and control; Controlling specific types of work; Maintenance management network

– List the criteria for assigning emergency status to a situation.
– Describe the use of the master schedule and standing work order.
– Describe the techniques for controlling emergency, scheduled, unscheduled, and preventive maintenance work.
– Explain the role forecasting plays in planning and scheduling.
– Report labor and material use.

Lesson 5: Quality Control


Before the job starts; Organizing materials; Tool control; Transportation and rigging; Contact with planning; Sizing up labor requirements; Control during the job; Actions at the worksite; After the work is completed; Follow-up report

– List short cuts for obtaining spare parts and other materials that are often used in routine repairs.
– Estimate crew labor necessary for efficient job execution.
– Describe the supervisor’s role at the work-site in terms of labor control, accident prevention, and quality control.
– Explain the role of quality control.
– Describe the steps involved in evaluating a completed job.