Supply chain | Supply Chain Management, Commerce

Maintenance PM related question

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Posted on by BP-24091509-0

What is the purpose of making a Checklist template if you cant attach that to a maintenance plan? I see no way for a checklist to be made into a work order. I created a new maintenance round and got it scheduled, along with numerous other rounds that weren't needing scheduling. Still, on the maintenance round work order - I had to enter all the descriptive information telling the mechaincs what to do/look for. D365 does not seem to be catered to the maintenance part of a company. None of the instructions come close to what our company needs to get headed in the path we want as far as setting up PM's that won't need to be edited everytime they are scheduled. It's getting old having to create a new work order, then enter a ton of information including creating a checklist on EVERY work order.

Does anyone have information for a website that will answer our questions or have different instructions available? As far as I can tell none of my previous questions have even been read much less commented on.

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BP-24091509-0 8 on at

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Maintenance PM related question

Nicholas,

I've tried several things and have yet to get a checklist template show up in a work order plan (I put my template number just like your screen shot in your reply but it does not carry over to a resulting scheduled work order), nor can I create a checklist with the information I need from the Maintenance Job Type Default screen.

Does anyone have an ideas?
BP-24091509-0 8 on at

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Maintenance PM related question

Thank you Nicolas for replying.

It looks like from your post that you can import a maintenance checklist template into a maintenance job type default. I am still having trouble attaching a pre-made checklist to a work order. Currently, for any PM work order here I have to add each checklist line by line to each individual work order. Same goes for any instructions - have to enter them or copy/paste in the work order notes.

I cannot find any internet instruction that goes more in depth into utilizing checklists, maintenance plans, scheduling or anything PM related. Our company is a couple years old and there are no PM's set up other than Excel checklists. I am trying to set up a PM program in D365 with recurring "schedulable" PM's that generate automatically but it is difficult with no support. Everything is worded like it all comes from the Dynamics 365 Supply Chain Management website. Surely someone has access to other instructions?

Anyway, thanks for your reply. It gave me something else to look into and play with.
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Nicolas Verachtert 10 on at

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Maintenance PM related question

Hello,

Checklist templates can be used as a common set of tasks that a worker must perform in order to complete a work order correctly. The templates are referenced from checklist lines on the job type setup. Templates can be referenced across multiple job type setup lines, making it easy to reuse a set of common checklist tasks.

Examples include general safety instructions, or a list of items and conditions to be checked on a specific pump or similar models of a conveyor belt.

Regards,

Nicolas
Kevin Xia Microsoft Employee on at

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Maintenance PM related question

Hi,

It appears that you're encountering challenges with Dynamics 365 Finance and Operations in the context of maintenance plans, checklist templates, and work orders. It can indeed be frustrating when the system doesn't seem to align with the specific needs of your company's maintenance processes.

Sorry for the annoyance, you can also use custom development to meet your needs.

Best regards,

Kevin

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