Plant Maintenance Glossary Items

Activity The activity that was carried out within a maintenance, service or
quality notification. It describes what has already been done to
solve the problem.

Activity Report Maintenance or service notification describing a maintenance or

service activity that has already been carried out.

Annual Estimate The annual estimate for a counter is the counter reading increase or
decrease that is expected for the whole year.

Assembly Part of technical object. A technical object can be subdivided into

assemblies.

Authorization Group The authorization group categorizes objects in plant maintenance,

such as equipment and functional locations, according to access
criteria.

Call Date Date that is generated either automatically or manually in a

maintenance plan for which a maintenance order can then be
generated.

Call History Overview of the calls generated by the scheduling function. The
call history contains information on:
 due date
 due maintenance package
 scheduling type
 status
 call date
 actual variance

Call Horizon Determines the time at which an order is to be created for a

calculated maintenance schedule.
The call horizon is entered as a percentage of the maintenance
cycle time.
EXAMPLE: If the duration of the cycle is 250 days and the call
horizon is 80%, the system creates the order after 200 days
(=80%*250days).

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Catalog Compilation of code groups with related contents.

Catalog Profile Determines from a functional viewpoint which code groups can be
used for a particular technical object.
The catalog profile ensures that only appropriate codes can be used
for a particular object, so that, for example, a problem that only
occurs in the case of pumps cannot be used for a motor.
If a particular catalog profile is to be valid for a particular technical
object (equipment or functional location), the name of the catalog
profile must be entered in the maintenance data screen of the
appropriate master record.
In addition, each notification type has a default catalog profile,
which is valid whenever a technical object has not been entered in
the maintenance notification, or if no catalog profile has been
defined for the object. The catalog profile for the notification type
should be as global as possible, as it needs to be compatible with
the more detailed definitions in the catalog profiles for pieces of
equipment and functional locations.

Catalog Type Key that identifies a catalog in plant maintenance.

For example, you can compile all the code groups for malfunction
descriptions under one catalog type and all the code groups for
causes of malfunction under another.
Using catalog types ensures that only the relevant codes can be
entered at particular stages in the maintenance notification.
Codes for malfunctions that have arisen can be entered in the
malfunction description fields, codes for completed activities in the
item screen.

Code Group Key for structuring codes in maintenance.

Codes which are similar in content or related in some way are
combined in code groups for evaluation purposes.
For example, you can group all the codes for damages to motors in
one code group and all the codes for damages to pumps in another.
The PM System has code groups for damages, causes of damage,
object components, tasks and activities.

Company Area Company areas subdivide maintenance plants into production

areas.

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Company Area (continued)
Machines or sets of machines, which are represented in the system
as pieces of equipment or functional locations, are installed in
company area.
You indicate the place for which a maintenance task was requested
with the company area.
You can establish a contact person for Plant Maintenance in
Production using the company area.

Construction Type Number of a material master record that is entered in the master
record of a piece of equipment or functional location.
This entry marks technical objects as being parts with the same
construction. The material can:
 serve as an anchor for bills of material and task lists
You can avoid defining these separately for each technical
object and define them instead for the material. They are
then valid for each technical object to which the material
has been assigned in the master record.
 determine the selection of replacement equipment for a
functional location
It serves as a note that the only equipment that can be
installed at this functional location is equipment with a
particular material in its master record.

Counter Means with which object wear, consumption or reduction of a

working supply can be represented.
Counters can run forward, in other words, the counter readings
increase, or they run backwards, in other words, the counter
readings decrease.
Counters are represented in the system as a special form of
measuring point.

Counter Overflow Counter overflow occurs when the last reading that a counter can
display is passed.
This takes the counter back to its initial value.

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Counter Overflow (continued)
EXAMPLE:
 Last displayable counter reading: 999
 Last counter reading: 990
 Units used: 20
 New counter reading after counter overflow 010

Counter Overflow Reading

The first counter reading that a counter can no longer display.
When a counter reaches its overflow reading, counter overflow
occurs.
EXAMPLE:
 Maximum displayable counter reading: 99999.9
 Value to be added to reading: 0.1
 Value displayed by the counter after 0.1 is added: 00000.0
 Counter overflow reading, in other words, the logical value
the counter has after 0.1 is added: 100000.0

Counter Reading The reading reached by a counter at a particular point in time.

Counter readings represent the transaction data for counters. They
form the basis of counter-based maintenance.

Counter Reading Difference

Number of counter unites that represents the difference between
two counter readings.
EXAMPLE:

 Last counter reading 300

 Present counter reading 310
 Counter reading difference 010

Counter Reading Transfer

Transfer of a counter reading entered for a superior technical
object to counters of objects below in the hierarchy.
EXAMPLE:
The number of takeoffs and landings an airplane makes is recorded
with a counter. The counter reading is transferred to the counters
for the parts that carry out critical functions (for example, the tires
which have to be changed after a certain number of takeoffs and
landings).

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Customer The purchaser of a piece of equipment.
The customer purchases a piece of equipment from the
manufacturer.
The customer can then appear again as a vendor and sell the
equipment to the end customer.

Cycle Modification Factor

Percentage by which the maintenance cycles defined in a
maintenance strategy can be changed individually for a
maintenance plan.
If a cycle in the maintenance plan is longer than the one defined in
the strategy, the factor must be greater than one; if it is shorter, the
factor must be less than one.

Data TransferCentral maintenance of data within hierarchical object structures.

Centrally maintained data is:
 transferred from superior levels to subordinate levels
(“vertical” data transfer)
 Transferred from reference functional locations to allocated
functional locations and pieces of equipment (“horizontal” data
transfer)

Detail Profile Detail data of the serial number master record which is entered
when you use the list entry function to create a group of serial
numbers.
The detail profile is maintained once for all the serial numbers
which are created in a single work step.

Duration Time required to carry out an operation in a network or in a

maintenance task list.

End Customer End purchaser of a piece of equipment.

The end customer is the end purchaser and owner of a piece of
equipment.
He has purchased the piece of equipment either direct from the
manufacturer or from a customer who has sold it to him.

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End Customer (continued)
The equipment procurement hierarchy can take one of the
following forms:
 manufacturer - > customer (e.g. wholesaler) - > end customer
 manufacturer - > end customer

Equipment A piece of equipment is an individual, physical object that is to be

maintained as an autonomous unit and which can be installed in a
technical system or system part.
Each piece of equipment is managed in a separate equipment
master record.
An equipment master record should be created for an object, if
 data is to be managed individually for the object (for example
year of construction, warranty periods, usage sites)
 maintenance tasks are to be carried out on the object
 a record of the maintenance task carried out is required for the
object (e.g. for compulsory annual inspection, insurance or
warranty purposes)
 a record of the cost of maintenance tasks is required for the
object.
 Technical data referring to the object needs to be compiled and
evaluated over long periods of time.
Besides Plant Maintenance, pieces of equipment are also used in
(test equipment), Materials Management (serialized materials) and
Sales and Distribution (customer equipment).

Equipment Bill of Material

Used to describe the structure of a piece of equipment and to
allocate spares to the piece of equipment for maintenance
purposes.
Can be created individually for each piece of equipment or for a
group of technical objects.
The link between the piece of equipment and the bill of material
(BOM) can be formed by:
 direct allocation
 indirect allocation

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Equipment Category
The equipment category differentiates individual pieces of
equipment according to usage.
A piece of equipment can be used for example as a:
 mechanical system
 device
 production resource or tool
 customer equipment

Equipment Hierarchy
Representation of a complex system by means of a hierarchical
structure consisting of superior pieces and sub-pieces of
equipment.
An equipment hierarchy can consist of any number of levels. You
can allocate any number of sub-pieces of equipment to each
superior piece of equipment of any number of sub-pieces of
equipment.
You can install the highest superior equipment in an equipment
hierarchy at a functional location.

Equipment Status The equipment status describes the availability and usability of a
piece of equipment. You can use it to define the functions that are
permitted for a particular piece of equipment.

Equipment Task List

Maintenance task list with a specific link to a piece of equipment.
You can use equipment task lists to:
 define and maintain maintenance tasks for a piece of
equipment.
 prepare maintenance plans and orders for a specified piece of
equipment

Equipment Type The equipment category can be subdivided into equipment types
and therefore described in more detail.
EXAMPLE:
Equipment category: “Vehicles”
Equipment types: “Car”, “Truck”, “Fork Lift”

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Equipment Usage Period
An equipment usage period represents a period of time during
which no changes have occurred to the location, plant maintenance
and sales and distribution data of a piece of equipment.

External Equipment Status

The external equipment status describes the availability and
usability of a piece of equipment. It allows you to define which
functions are authorized for a piece of equipment.

Float Period of time before and after the date at which a maintenance
package becomes due, during which the package can be carried out
without altering the subsequent due dates.
The lead float tells you how long before the maintenance package
becomes due you can start carrying out the activities.
The follow-up float tells you how long after the maintenance
package is due the execution of the activities can be completed.

Functional Location
Element in a technical structure (for example a functional unit in
the overall system).
Functional locations may be structured according to:
 functional criteria
 process-related criteria
 locational criteria
Pieces of equipment are installed at functional locations
(installation/replacement of objects at a functional location).
The times at which a piece of equipment is in use at a functional
location are documented in chronological order.

Functional Location BOM

Used to describe the structure of a functional location and to
allocate spares to the functional location for maintenance purposes.
Can be created individually for each functional location or for a
group of technical objects.

The link between the functional location and the bill of material
(BOM) can be formed by:
 direct allocation

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  indirect allocation

Functional Location Category

The functional location category allows individual functional
locations to be differentiated according to how they are used.

Functional Location Task List

Maintenance task list with a link to a particular functional location.
You can use a functional location task to:
 define and maintain tasks for a particular functional location
 prepare maintenance plans and maintenance orders for a
particular functional location.

General Maintenance Task List

Standardized sequence of operations for carrying out particular
maintenance work on technical objects.
The general maintenance task list is not linked to a particular
object.
It contains all the operations, materials and maintenance resources
that are required for a particular maintenance task.
General maintenance task lists or general task lists help work
scheduling in maintenance orders. Above all, they make it easier
to create maintenance plans, as you can either refer to them in the
maintenance plan or copy them into it.

Link Linking of two or more technical objects, partly with the help of
further technical objects.
Only functional locations or pieces of equipment can be linked
with each other.
EXAMPLE:
A link is created between two pumps by laying a water pipe
between them. Both the pumps and the pipe are represented as
pieces of equipment in the system.

Link Equipment Piece of equipment representing the link between two or more
other pieces of equipment in object networking.

Link Object Technical object, that is, functional location or piece of equipment,
that forms the physical connection in an object link.

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Link Object (continued)
EXAMPLE:
 The electric cable connecting two pylons.

Linked Equipment Piece of equipment that is linked with one or more pieces of
equipment in object networking.
EXAMPLE:
Pump 1 and Pump 2 are connected by means of a pipe.

Linked Equipment (continued)

Both the pumps and the pipe are represented in the system as
pieces of equipment.
Linked equipment: Pump 1 and Pump 2

Link equipment: pipe

Linked Functional Location

Functional location which is linked with one or more other
functional locations in object networking.
The link can be formed by a linking functional location.
EXAMPLE:
The functional locations Host 1 and Host 2 are lined with each
other by a telephone cable.
Linked functional locations: Host 1 and Host 2
Linking functional location: telephone cable.

Linked Object Technical object, that is, functional location or piece of equipment,
hat is connected with another technical object.
EXAMPLE:
 Each electric pylon that is connected by overland cable with
another electric pylon.

Location Place within a maintenance plant at which a technical object is to

be found.

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Main Work Center Work center which is in overall charge when a maintenance task is
carried out.
Maintenance Activity Type
Key for the type of maintenance activity performed.
Activities are divided into repairs, shutdowns, regular activities,
inspections and so on. The maintenance activity type assigns the
actual costs in the annual history to the technical objects.
The maintenance activity types are used to distinguish between the
settlement cost elements used for the different activities.

Maintenance Call Record created in the maintenance plan on scheduling.

The call contains among other things the maintenance packages
due and the start date for the maintenance order.

Maintenance Cycle The maintenance cycle determines the time or performance

interval after which a task becomes due.

Maintenance Group Group of craftsmen (for example, fitters, mechanical workshop)

responsible for carrying out maintenance activities.
A maintenance group is treated as a work center in the SAP
System, in other words, it has the same data structure.
It refers to a cost center, can carry out various activities and has a
certain available capacity.
The activities carried out by a maintenance groups are valued on
the basis of charge rates that are determined by the cost centers and
activity types defined.

Maintenance Item A maintenance item describes the regular inspection and

preventive maintenance activities to be performed on technical
objects that require regular maintenance.
The maintenance objects concerned can be specified directly in the
maintenance item or by means of the object list.
The necessary activities are described in a task list allocated to the
maintenance item.

Maintenance Notification
Means by which internal company notifications are entered and
managed in Plant Maintenance.

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 In a maintenance notification, you describe the condition of a
technical object, request a maintenance task that is required and
document the work carried out.
Maintenance Notification (continued)
The following types of maintenance notification exist:
 malfunction report
 maintenance report
 activity report
This data is stored in the maintenance history and is important for
evaluations and for future planning.

Maintenance Order In plant maintenance, maintenance orders are used to:

 plan maintenance tasks in a targeted manner
 monitor the execution of maintenance tasks
 enter and settle the costs incurred by maintenance tasks
The system enters the maintenance order data in the maintenance
history and is extremely important for evaluations and future
planning.

Maintenance Package Hierarchy

Determines which maintenance packages will be carried out if
several maintenance packages become due at the same time.
If the maintenance packages are to be carried out together at this
point in time, they must have the same hierarchy number (=
priority).
If only certain maintenance packages are to be carried out at this
time, then those packages must have a higher hierarchy number (=
priority) than the others. The system selects only the packages
with the highest hierarchy number.

Maintenance Plan Scheduling

In regular maintenance, scheduling refers to the creation on call
dates in a maintenance plan.

Maintenance orders can be created for these call dates.

Depending on the type of maintenance plan, scheduling can be
based on:
 time
 performance
 both time and performance

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Maintenance Planner Group
The maintenance planner group is responsible for the planning and
processing of maintenance tasks in a particular plant.

Maintenance Planning Plant

Plant in which maintenance tasks are planned and prepared.
The maintenance tasks can relate to equipment and functional
locations in your own or in other plants.
Maintenance planning plants are regular plants that are indicated as
maintenance planning plants in Customizing. Maintenance plants,
which do not plan their own maintenance tasks, are allocated to the
planning plants. Planning is carried out for the maintenance plants
in the planning plants entered.
In an organizational structure in which maintenance plants are also
maintenance planning plants, the maintenance plant must be
recorded as maintenance planning plants.

Maintenance Plant Plant in which the technical objects of a company are installed.
The planning responsibility for a maintenance plant is determined
by a planning plant. Maintenance plants are allocated to planning
plants.

Maintenance Request
Maintenance task, which requests the maintenance department to
carry out a particular activity.
The activity is not intended to repair a malfunction or damage; a
malfunction report has been created for this. The maintenance
request is used more in the case of investments, reconstructions,
replacements and so on.

Maintenance Schedule
Describes the dates at which maintenance and inspection activities
are to be carried out.
Maintenance items are allocated to a maintenance schedule. These
refer either to functional locations or to pieces of equipment.
When the maintenance plan is scheduled, the system generates
maintenance calls for all the maintenance items, which can be
converted to maintenance orders.

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Maintenance Task List
Generic term used in plant maintenance.
Maintenance task lists are:
 general maintenance task list
 equipment task list
 functional location task list

Malfunction Report
Maintenance notification describing a malfunction at a technical
object.
An employee introduction, for example, can use a malfunction
report to inform the relevant department that an operational system
is not functioning correctly, or not working at all, or producing
poor results.

Measurement Document
Record of a measurement at a particular measuring point.
A measurement document contains the following data:
 date and time of the measurement
 result of the measurement
 name of the person who took the measurement reading
 processing status
 various indicators which describe the exact circumstances of
the measurement

Measurement Position
A number or description with which you describe the position of a
measuring point in relation to an object.

Measurement Range
The value range of a measurement instrument
EXAMPLE:
 Between –20 and +45 degrees Celsius in the case of a
thermometer
 Between 0 and 10 meters in the case of a tape measure

Measurement Reading
Description of the condition of a physical/logical place at a
particular point of time.

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Measurement Reading (continued)
Measurement readings are the transaction data associated with
measuring points. They form the basis of condition-based
maintenance.

Measuring Point Physical and/or logical place at which a status is described

EXAMPLES:
 temperature inside a reactor
 speed of revolution of a wind wheel
The status is described with measurement readings.
Measuring points are maintained in the SAP System as master
data.

Measuring Point Category

Key for identifying groups of measuring points
You can use the measuring point category to distinguish between
measuring point attributes that differ from group to group.
For example, groups may have
 different catalog types for the valuation codes
 different messages when a reading does not fall within the
measurement range defined

Measuring Point Object

Object with which one or more measuring points are associated.
A measuring point object can be a piece of equipment, for
example, or a functional location.

Multiple Counter Plan

Maintenance plan that is made up of counter-based maintenance
cycles of different dimensions.
You can assign each maintenance cycle a different counter from a
technical object. This allows you to define the conditions for when
maintenance is due on the basis of more than one dimension.
For example, you define an oil change to take place at an interval
of:
 every 6,000 miles
but no earlier/later than

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  every 6 months

Node Description for a linked functional location or piece of equipment

Notification Means by which a user informs maintenance/quality

management/service management departments about a particular
occurrence in that area.
The following notifications exist in these areas:
 maintenance notifications
 service notifications
 quality notifications
The various notifications are described in more detail in separate
glossary entries.

Notification Category
Key that groups and identifies the notification types belonging to a
particular SP application (for example, notification category for
notifications in QM, notification category for notifications in PM).
This notification category is necessary as a criterion for
distinguishing between the functions of the catalogs, code groups
and codes that exist in various SAP applications.
You therefore need to be able to differentiate at this level.
The catalog types that can be used in a particular application are
defined for each notification category.

Notification Type Key that determines what type of maintenance or quality

notification is involved. The following types of maintenance
notifications exist in the standard PM system:
 malfunction report
 activity report
 maintenance requirement
The following types of quality notifications exist in the standard
QM system:
 quality notifications
 notification of defects
 customer complaint

Object Link Linking of two technical objects through a third technical object.

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Object Link (continued)
An object link may only consist of objects belonging to the same
object category; that is, a piece of equipment can only be linked
with another piece of equipment and a functional location with
another functional location. If the object that forms the connection
is managed in the system as a piece of equipment or a functional
location, then two pieces of equipment can only be linked by a
piece of equipment and two functional locations by a functional
location.
Using object links you can build object networks and structure
your technical systems horizontally. This allows you to represent
and evaluate dependencies between various objects.

Object List List of technical object (equipment or functional locations) that

were- allocated to a maintenance notification, a maintenance order
or a maintenance item.

Object Network The linking of several technical objects in an overall structure that
has the form of a network.
An object network can only consist of either pieces of equipment
or functional locations. Two objects are always linked with one
another by an object link.

An object network can be subdivided into several subnetworks.

The subnetworks do not have to be linked to one another.
You can use object networks to structure your technical systems
horizontally.
EXAMPLE:
Several pylons are linked by electric cables as a network. Both the
pylons and the cables are represented in the system as pieces of
equipment. All the pylons and cables that are linked from the
overall network, “Electricity network”. Some of the linked pylons
and cables that can be divided into particular areas are subnetworks
of the overall network.

One-time Cycle Maintenance cycle that is only to be performed once.

One-time Package Maintenance package that is only to be performed once.

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One-way Link The linking of two or more technical objects where a medium is
transferred in a single direction.
EXAMPLE:
Pump A, Pump B and Pump C are linked to each other by means of
water pipes. The water is always pumped from Pump A to Pump B
and from Pump B to Pump C. The link is therefore “one-way”.

Operator End operator/user of a piece of equipment

The operator is the last link in the processing of obtaining a piece
of equipment.
Producer - > Customer - > End Customer - > Operator
The operator is defined by a customer master record and can be a
company, a department or an individual.
The operator can also be the customer or end customer.

Order Release Processing stage of an order.

Only an order that has been created can be released. You release
an order by assigning the status “released” to it. Only once an
order has been released can you withdraw materials, print shop
paper, create completion confirmations and post goods movements
for it.

Outstanding Maintenance Notification

Processing status of a maintenance notification
When you create a maintenance notification, the system
automatically assigns it the status “outstanding”, which it keeps
until you put it in process or until it is assigned to an order.

Performance-based Maintenance Plan

Maintenance plan with a maintenance strategy that is performance-
based.
You can schedule tasks with a performance-based maintenance
plan in such a way that they are carried out as close as possible to
when they are due.
A performance-based maintenance plan can be scheduled on the
basis of operating hours, kilometers driven and so on.

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Permit Regulation or condition which must be observed when
maintenance work is to be carried out on a technical object.
You can allocate permits to the following objects:
 equipment
 functional locations
 maintenance orders

Permit Category Division of permits into logical groups.

Examples of permit categories:
 work permits
 safety permits

Planned Counter Reading

Planned reading a counter has at a particular point in time.

Plant Maintenance Measures taken to keep operational systems in working order (for
example machines, production installations).
According to DIN-Norm 31051, the maintenance of operational
systems incorporates the following activities:
 inspection
all measures which confirm the actual condition of an
operational system
 maintenance
all measures which maintain the ideal condition of an
operational system
 repair
all measures which restore the ideal condition of an
operational system

Preventive Maintenance
Maintenance tasks performed within the scope of plant
maintenance to keep up the target condition of a technical system.

Preventive Maintenance Package

Group of activities which are to be carried out at a point in time or
at a counter reading within a maintenance strategy.
You can specify in the maintenance plan the content of the
maintenance packages, in other works the operations that are to be

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 carried out, by allocating each operation to a maintenance package
of the given strategy.

Preventive Maintenance Plan

Describes the dates and the scope of the maintenance and
inspection activities that are to be carried out.
A maintenance plan that refers to a maintenance strategy can be
time-based on activity-based.
A maintenance plan that does not refer to a maintenance strategy
(multiple counter plan) can contain maintenance cycles with
different dimensions.
A maintenance plan consists of:
 scheduling data
 maintenance(s)
The dates come from the:
 maintenance strategy selected (in time-based and activity-based
plans)
 maintenance cycles and relationship type (in multiple counter
plans)
 start date of the maintenance cycle
 last completion confirmation date
 and from the various scheduling parameters in the maintenance
schedule and, where applicable, the maintenance strategy.

Preventive Maintenance Strategy

Rule for the sequence of planned maintenance jobs.
The maintenance strategy defines how frequently the individual
jobs are to be carried out (for example every two months, every
5000 km, every 500 operation hours) and how long the total
duration of the maintenance cycle is.
The activities which need to be carried out at a particular time or
counter reading are compiled to form a maintenance package.
The maintenance strategy determines how frequently they are
carried out for each maintenance package.

Primary Language The language in which the texts of a technical object were entered.
The primary language is the logon language used when a technical
object was entered. If a user has logged on in a language in which

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 there are no text entries for the object, the system falls back on the
primary language.

Primary Language (continued)

The primary language cannot be changed and text entries in it
cannot be deleted.
EXAMPLE:
A user logs on to the system later in French and displays the master
record ABC. If not French texts were created the system will fall
back on the primary language and display the English text to the
user.

Reference Functional Location

A reference functional location is used to help create new
functional locations in the system.
It does not represent a functional location that actually exists in the
system, but is rather a reference which allow you to create several
functional locations that have the same construction.
By changing the master record of the reference location you can
make changes centrally to functional locations whose master
records refer to the reference location.
EXAMPLE:
You want to represent the five similar clarification plants in the
system as functional locations. To do this, first create a master
record for a reference functional location containing all the data
that is identical for the five plants. Then create the master records
for the individual plants by referring to the reference functional
location. You then only have to enter the data specific to the
clarification plant for each master record.

Reference Measuring Point

Measuring point associated with a reference object.
A reference object can be a reference functional location or a
material.

Reference Object Equipment, functional location or assembly to which the

maintenance notification or the maintenance order refers.

Reference Time Date and time at which the system reads the equipment location
and account assignment data when you complete a maintenance

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 notification, and under which it sorts the PM notification type on
the basis of table settings. These include:

Reference Time (continued)

 Start of malfunction in the case of a malfunction report

 PM notification entry in the case of an activity report

 PM notification completion in the case of a maintenance
request

Regular Maintenance
All maintenance tasks for which the time and scope of the work
can be planned in advance.
Generic term for inspections, preventive maintenance and planned
repairs.

Relation Type In the case of an object link, this key indicates the direction in
which the medium between two linked objects is transferred.
You can distinguish between relation types which are possible I
principle and those used in practice.
EXAMPLE:
Pumps A and B are linked by a pipe. Since you can pump both
from A to B and from B to A, the relation type possible is “two-
way”. However, in practice you only pump from A to B, so the
actual relation type used is “one-way”.

Response Profile The response profile determines the time interval within which a
predefined task must be carried out and the relevant code defined
for the task.
The time interval is calculated with reference to the service
window to which the response profile is assigned.
EXAMPLE:

You log a call at 10:00. The response profile defines a time

interval of 2 hours for the code “Call back customer” and a time
interval of 4 hours for the code “Check whether technician is at
customer site”. The service hours are from 8.00 to 12.00 and from
14.00 to 18.00. On the basis of these times, you must call back the
customer by 12.00 to discuss or explain the problem. If required,
the technician must be at the customer site by 16.00.

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Revision Period of time during which the plant or part thereof is temporarily
shut down, so that maintenance tasks can be carried out.
Routing Group A routing group identifies one or more routings.
Groups routing from a logical perspective.

If a routing group contains several routing, they are defined

uniquely by a group counter.

Scheduling Period Determines the period of time for which calls are to be created
when a maintenance plan is scheduled.
EXAMPLE:
If you are scheduling a maintenance plan where the calls are to be
created for a whole year, the scheduling period must 365 days
long.

Scheduling Type Indicates how the maintenance due date was generated.
These are four scheduling types:
 new start
 scheduled
 manual call
 start within the current cycle

Serial Number Number which you give to an individual item of material in

addition to the material number, in order to differentiate that
individual item from all the other items of the material.
The material number/serial number combination is unique.

Serial Number Profile

Group of data grouped under a four-digit indentification code,
which defines the conditions and operations for assigning serial
numbers in the case of serialized materials.
The serial number profile must be entered in the master record of
the material for which the individual items are to be assigned serial
numbers.

Serialized Material Individual item of a material which is given a unique identification

through the issue of a serial number.

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Service Notification Means of entering and managing notifications for customer
service.
In a service notification you describe the condition of a service
object, request the service tasks required and document the work
carried out.
Depending on the tasks requested, you can create a
 service order (PM)
 sales order (PM)
from a service notification.
There are three types of service notifications:
 Sales notification
 Service request
 Activity report

Service Request Service notification requesting the service or customer service

department to carry out a particular activity.
The activity is not intended to repair a malfunction or damage; a
sales notification has been created for this. The service notification
is used more in the case of reconstructions, replacements and so
on.

Service Times Service times are the times at which tasks defined in a response
profile are available and can be carried out. Service times are
defined in a service window.

Service Window The service window determines the times at which a notification
can be processed with the partners involved. The items defined in
the service window form the basis for calculating the start and end
dates determined at task level.
The planned duration for the task execution is defined for each task
code in the response profile.
EXAMPLE:
You can define in the service window that a task defined in the
response profile can be carried out from Monday to Friday, 8.00 to
12.00 and 14.00 to 18.00.

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Shift Factor Percentage in the maintenance strategy which indicates the degree
to which a confirmation date which deviates from the planned date

Shift Factor (continued)

should be taken into account when scheduling the maintenance
plan.
The negative shift factor is used if the confirmation is before the
due date. The positive shift factor is used if the confirmation is
after the due date.

Shop Papers Documents required for the execution of a maintenance order such
as:
 operation control ticket
 job ticket
 material provision list
 wage slips
 completion confirmation slips

Standard Maintenance Routing

Standardized sequence of operations for carrying out particular
maintenance work on technical objects.
The standard maintenance routing is not linked with a particular
technical object.
A standard maintenance routing contains all the operations,
materials and maintenance resources that are needed for a
particular maintenance task.
Standard maintenance routings help the work scheduling of
maintenance orders. Above all, they make the creation of
maintenance plans easier, as you can either refer to them in the
maintenance plan or copy them into it.

Start Offset Period time following which a maintenance package becomes due
for the first time.
You have to enter a start offset, if the first time the maintenance
package is carried out is not the same as the length of the cycle, for
example if the cycle length of a package is two years, but the
package is only carried out for the first time after three years.

Structure Indicator The structure indicator defines the way in which functional
locations are structured in the system.

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 It determines the generic structure of the location number and
makes the hierarchy levels within the location visible in the
location number.

Superior Equipment Technical object comprising several pieces of equipment.

The structure of a complex technical object can be represented by
allocating equipment to superior pieces of equipment. A piece of
equipment that is allocated to a superior one can itself be a superior
piece of equipment for another piece of equipment, resulting in a
hierarchical structure.

System Availability Business ratio for describing the degree of usability of a system,
determined as the ratio of the available time to the base time.
In Plant Maintenance, the system availability is entered as part of
the completion confirmation:
 time and duration of the breakdown
 availability of the technical object before, during and after the
maintenance task
 operating state of the technical object before, during and after
the maintenance task

Task The activity that describes the technical management and planning
aspects of a maintenance, service or quality notification.
Tasks are used to determine the cooperation of different persons in
processing maintenance, service or quality assurance measures. A
task can refer both to the header of a notification and to the
individual notification items. It can have different status’s.

Task List Group A task list group identifies one or more standard task lists and
groups standard task lists from a logical perspective.
If a group contains several standard task lists, they are identified by
a group counter.

Technical Completion Confirmation

The process of entering the technical report.
EXAMPLE:
You make a technical completion confirmation for equipment
“Pump XYZ” by entering the technical report for this piece of
equipment.

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Technical Report Results determined while processing maintenance tasks.
The technical report refers exclusively to the data of technical
objects before and after a maintenance task. It comprises the
following data:
 damage location, damage description, cause of damage,
maintenance tasks/actions.
 system availability
 classification
The data is entered in the object history.

Time-based Maintenance Plan

Maintenance plan with a maintenance strategy that is time-based.
You can use a time-based maintenance plan to regular intervals for
tasks, for example, every two weeks, every month, and so on.
You can schedule a time-based maintenance plan on the basis of:
 time
 key date
 factory calendar

Tolerance Timespan within which the actual date deviating from the planned
date of a maintenance package does not affect subsequent
scheduling.

Two-way Link The linking of two or more technical objects where a medium is
transferred in both directions.
EXAMPLE:
Host A and Host B are linked to each other by means of a cable.
The flow of information goes from both Host A to Host B as well
as the other way around. The link is therefore “two-way”.

Usage List The usage list represents the summary of how a piece of equipment
has been used to date.

Warranty Category The warranty category distinguishes individual warranty records

by their usage, that is, by the direction of the warranty. Only two
categories are possible:

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Warranty Category (continued)
 Inbound
that is, warranties that are issued by an external guarantor
(e.g. vendor, manufacturer) to you, the warrantee and
system user.
 Outbound
that is, warranties that you (the system user) issue to your
customer who is the warrantee

Warranty Counter Means of representing the wear and tear of an object, the use or
consumption if a supply within the validity of a warranty.
EXAMPLE:
A pump has two counters:
 time
 operating hours
The pump is delivered together with a warranty that is valid for up
to 6 months or 1000 operating hours. The values are checked
using these counters every time a warranty claim is made (for
example, if the pump breaks down).

Warranty Type The warranty types subdivide a warranty category and thus provide
a more detailed description of a warranty category.
EXAMPLES:
 Warranty category “I” (inbound)
- Warranty type “V” = warranty given to you by your
vendor
- Warranty type “M” = warranty given to you by the
product’s manufacturer
 Warranty category “O” (outbound)
- Warranty type “C” = warranty you give to your
customer
The warranty type can be freely defined by the user.

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