Preventive Maintenance Setup
eAM can generate Work Orders automatically based on meter readings, runtime and/or calendar days. An example of meter-based preventive maintenance is your car’s oil changes. Most car manufacturers recommend that you change your engine oil every 3,000 miles or six months, whichever comes first.

To set up the above scenario, you would first define your car’s odometer as a meter. Next, you would associate that meter to an asset (your car), using the Asset Meter Association window. After you have associated the meter to the asset, you can associate the Maintenance Activity (oil change) that should occur, based on the meters you have defined. This is done via Preventive Maintenance Scheduling

Defining Meter Templates
There are two ways to create meters. You can create them within the Meter Definition window, or create them using a Meter Template window. If you create Meters using the Meter Definition window , you will need to associate that meter definition with individual Maintained Numbers manually. If you utilize the Meter Template definition functionality, you can associate that Meter Template with Maintained Groups. After the association is created, when a Maintained Number (Asset Numbers or Rebuildable Serial Numbers) is created within that Maintained Group (Asset Group or Rebuildable Item), the system will automatically create a new instance of the meter, associated with the specific Maintained Number. This enables you to streamline your meter setup.

However, the meters are not created retroactively; it applies only to Maintained Numbers created after the Meter Template was created.

To define Meter Templates:

Navigate to the Meter Template window.

1. Enter a unique meter template Name amd Description of the Meter Template.

2. Select a unit of measure (UOM) from the list of values. After the meter is created, this field cannot be updated.

3. Select whether the meter readings will be Ascending, Descending, or Fluctuating. If you choose blank from the drop down list, the meter reading can fluctuate. A fluctuating meter reading is one that can go up and down, for example, a temperature gauge. As production units pass through meters, meter readings increment. Another example of an ascending meter is a car odometer. Some liquid dispensers start full and record decreasing readings as material is used.
Note: If the meter is fluctuating, then it cannot be used in Preventive Maintenance scheduling.

4. If you select the Used in Scheduling check box, the meter will be used in Preventive Maintenance Scheduling. If there are any scheduling rules  associated with this meter, this check box cannot be cleared. If this is a fluctuating meter, this check box is disabled. If the Used in Scheduling check box is selected, the Usage Rate (per day) and Use Past Reading fields become mandatory.

5. Enter a usage Rate (per day). This field works in conjunction with the Use Past Readings field to support historical readings prior to eAM implementation. It supplies the system benchmark data that can be used to set the occurrence of
scheduled PMs. Rate per day is referred to in the absence of a sufficient value in the Use Past Reading field.
This field is mandatory only if you have selected the Used in Scheduling check box.

6. Enter a value for the number of past readings. This value designates how many readings prior the scheduler should go to for calculating the usage rate. If there is an insufficient number of readings (for example four, instead of the required
five), the system will continue the calculation based on the usage Rate per day entered.
This field is mandatory only if you have selected the Used in Scheduling check box.

7. Optionally, enter an Initial Reading. This is automatically used for the meter, or each new instance of the meter that is created and associated to a Maintained Number via the Meter Template.

8. Select the meter effectivity dates. If left blank, the meter is effective all of the time, after it is created. If you select a future date, the meter is disabled until that date. You can disable a meter effective on a specific date by selecting a To date.

9. Save your work.

Defining Meters
Alternatively, you can create Meters using the Meter Definition window. You will need to manually associate the meter definition with individual Maintained Numbers. If you utilize the Meter Template definition functionality, you can associate that Meter Template with Maintained Groups .

To define a meter within the Meter Definition window:
Navigate to the Meters window.

1. Enter a unique meter Name and Description for this meter.

2. Select a unit of measure (UOM), associated with this meter, from the list of values. After the meter is created, this field cannot be updated.

3. Select whether the meter readings will be Ascending, Descending, or Fluctuating. If you choose blank from the drop down list, the meter reading can fluctuate. A fluctuating meter reading is one that can go up and down, for example, a temperature gauge. As production units pass through meters, meter readings increment. Another example of an ascending meter is a car odometer. Some liquid dispensers start full and record decreasing readings as material is used.
Note: Fluctuating meters cannot be used in Preventive Maintenance scheduling.
After the meter is created, you cannot update this field.

4. If you select the Used in Scheduling check box, the meter will be used in Preventive Maintenance Scheduling. If there are any scheduling rules associated with this meter, this check box cannot be cleared. If this is a fluctuating meter, this check box is disabled. If the Used in Scheduling check
box is selected, the Usage Rate (per day) and Use Past Reading fields become mandatory.

5. Enter a usage Rate (per day). This field works in conjunction with the Use Past Readings field to support historical readings prior to eAM implementation. It supplies the system benchmark data that can be used to set the occurrence of scheduled PMs. Rate per day is referred to in the absence of a  sufficient value in the Use Past Reading field.
This field is mandatory only if you have selected the Used in Scheduling check box.

6. Enter a value for the number of past readings. This value designates how many readings prior the scheduler should go to for calculating the usage rate. If there is an insufficient number of readings (for example four, instead of the required five), the system will continue the calculation based on the usage Rate per day entered.
This field is mandatory only if you have selected the Used in Scheduling check
box.

7. Optionally, enter an Initial Reading. This is automatically used for the meter, or each new instance of the meter that is created and associated to a Maintained Number via the Meter Template.

8. Select the If left blank, the meter is effective all of the time, after it is created. If you select a future date, the meter is disabled until that date. You can disable a meter effective on a specific date by selecting a To date.

9. Save your work.