| Creating Maintenance Systems and Task Schedules |
All
those log entries and reports are really great except if you are
starting out with a blank workbook.Obviously before you generate any entries or reports you have to define the system you are going to maintain and the task and task schedules for those systems. This creating the systems and schedules process starts with the "Maintenance Log" user form by clicking on the "New/Modify System" button (red ellipse). The screen capture on the left is from Sarah's Maintenance workbook, which has been populated with systems and schedules. However the process of adding systems to a blank workbook is the same as adding systems to a populated one. So I will use Sarah's workbook to demonstrated this process. |
| Create a New Maintenance System |
Clicking
on the New/Modify System button brings up the Add/Modify Maint
System form shown in the screen capture on the right (click on the
image to view it at full resolution). This form is use
to maintain the data in the
System Table in the MaintDef worksheet. Now you don't really
need to use this form to create systems. You could just enter
the data directly into the table and copy the TaskListTemplate
worksheet to create the maintenance schedule for the new system.
The user forms shown here just make the process a little simpler and
give more assurance that the application will recognize and process
the new system.In this case I clicked on the New System button (red ellipse), which expands the user form to allow the entry of the system data (red arrow). |
I've decided to add a separate system for my AB RIB so I've
entered a system name of "Dinghy" and description of "AB RIB".
In the Task Sheet box the application has offered a name for the
Task List worksheet based on the system name entered. You can
change the name to anything you wish. You can also use any of
the existing Task Lists in the drop-down list.
![]() Normally the each system will have a unique Task List; however there may be cases where a single Task List can serve multiple systems. For example, if I owned two RIBs (God help me, I can't keep up with one) I could define each as a separate entry in the System Table, but both would use a common Task List. That way the maintenance records for each dinghy will be maintained separately without duplicating the task list. Maybe a better example of using the same Task List for two systems would be a twin engine power boat. Both engines would be of the same make and model and have the same maintenance schedule; however, maintenance would be performed on each engine separately so it would be of advantage to be able to log maintenance for each engine separately, using a common schedule. I have entered a start of maintenance date of 11//2003, which is the date I purchased the dinghy, new. The application assumes all maintenance tasks are current and up-to-date as of the start of maintenance date. Next to the Start of Maintenance date is a check box. If the maintenance schedule for this system was defined based on hours of operations (e.g, a generator or main engine), check this box and a Start of Maintenance hours box will appear. Enter the initial hours in that box and all maintenance log entries will require the operational hours at the time the work was performed. Operational hours are not appropriate for the dinghy so I've left this box unchecked. |
When
I clicked on the "Create" button the Dinghy System is added to the
System Table as highlighted in the screen capture on the right
(click on the image to view it at full resolution) and the
TaskListTemplate worksheet is copied and renamed DinghyTaskSheet as
shown below. |
| Creating a Task Schedule |
| The new Task worksheet does not contain any maintenance tasks or
schedules. Across the top of the worksheet are the column designations for establishing the schedule for each task (e.g., monthly, annual, etc.. There are two sections for the schedule columns, "Initial" and "Recurring". T he
Initial schedule columns are for those maintenance functions that
must be performed within a give time period or number of operational
hours for a new system (e.g., a new main engine). This is a
one time schedule for those tasks. The Recurring columns
define the schedule for normal repetitive maintenance
functions. Each task occupies one row in the Task List.
Place any non-blank character in the column for which this task
should be scheduled as one-time initial task and/or as a recurring
task. You can do this manually, but I think it is easier to
let the application populate this worksheet for you.The schedule provided is just a template and it can be modified to conform with the requirements of a given system. You can edit the column header data to modify the schedule. There are two rows just below the headers that define the schedule. The first is the hours row and the second is the days row. If you have not configured the system to use operational hours, the hours row can be ignored. Your can change the number of days and hours in each column for whatever schedule the system needs. You can add columns if necessary. The one caveat is to not mess with the Initial Maintenance columns (except to change the hours and days values). Currently the program is hard coded to expect two columns of Initial Maintenance schedule before the start of the Recurring Maintenance schedule. If you delete or add a column in this area the recurring maintenance schedule will likely not produce the results desired. Eventually I plan to make the application more forgiving in this area, but for now just change the headers, values or hours and days, but don't delete or insert columns in the schedule. It is OK to add columns at the right end of the schedule. The application will pick those up and use them. |
Going
back to the "Create/Modify System" form I have selected the new
Dinghy system and click on the "Modify System" button. This
expands the form downward and would allow me to change any of the
date previously entered for this system. However I'm just
interested at this time in populating the Task List, so I clicked on
the "Edit Tasks" button at the bottom and have called up the
"Create/Edit Tasks" form, shown in the screen capture on the left
(click on the image to view it at full resolution).In this screen I have entered a description of a new task, "Clean Dinghy ..." (yes I really need a schedule to clean things). I have checked the box that says this is a recurring task and selected the 6-month schedule (I don't want to go overboard on this cleaning stuff). I then clicked on the "Enter Task" button and this first maintenance task has been added to the Task List and shown in the list box at the bottom of the form. Then I added several more dinghy maintenance tasks. |
Now
the dinghy Task List has been populated with three tasks one of
which is not scheduled. The Task List worksheet is shown in
the screen capture on the right (click on the image to view it at
full resolution).The first two tasks, "Clean..." and "Wax..." are scheduled for every six months (follow the green arrows to the 6-month column. The third task, "Fix Punctures" does not have a schedule (yellow highlight). There are no "X"s in any of the columns on this row. This is a remedial maintenance task, not a scheduled one. You fix leaks when they occur not on a schedule. So this task is in the list and can be used to record anytime I have to patch the dinghy. These records will show up on the maintenance log reports, but not on the status report. |
In
fact I did have to patch a couple of leaks in the dinghy last fall
and that work is reflected in the Maintenance Log Report generated
in the screen capture on the left (click on the image to view it at
full resolution).Yeah, I know, still have not washed and waxed that sucker have I. |
| Using Operating Hours |
Most
maintenance schedules are maintained based on calendar dates.
There are a few systems whose schedule is best maintained by
operating hours. One example is my Northern Lights generator.
It normally does not get used as much as the main engine, but during
periods Sarah is anchored the generator may be run several times
each day.With a varied usage schedule a maintenance schedule based solely on days since last performed is not sufficient. So I've established a task schedule for the generator based on both calendar days and hours or operation. The most recent recorded hours for the generator are shown in the Maintenance Log form as shown in the screen capture on the right. Every time I record the completion of maintenance task for the generator I must provide the operational hours at the time the maintenance was performed. The Task Status Report will record any generator task as overdue if either the calendar days or operational hours for the next performance of the task have past. |
This
is a screen capture (click on image to view at full resolution) of
the Task Status Report for the generator.In this report the hours when each task was performed are displayed along with the hours when each task should next be performed. Note that many of the overdue tasks are flagged because the date to next perform has past even though the operational hour target has not been reached. If either the date or the hours milestone has been past the task is flagged "Overdue". My generator has been out of commission since last year due to a defective power source selection switch. Consequently most of the maintenance functions are badly out of date. Well, that's my story and I'm stickin' to it. |
| For documentation on the other functions of the Maintenance Log Excel Workbook go to the Contents Page. |