RAS 31 RAS-31 Work Order Types RAS-31 Develop a guidance document on what work order type to use. Steps #94 Determine and assign order type Objective Determine the proper order type to use for the type of work being done. Also need to take into consideration any tax implications associated with each order type. Guidance Outputs Assumptions The following pages provide definitions for the different order types. Consistency on work order types Better understanding of tax implications of the different order types Description BRK - Breakdown repairs Order Prefix 11xxxxxx PM11-TYPE ORDER (SA PM01) Definition Repair of equipment that can no longer perform its intended function, has run to failure, or must be shut down immediately in order to prevent imminent failure and shutdown. Examples 1. A seal leak on a process pump results in an unacceptable level of chemical leakage and the pump needs to be shut down immediately. The work order written to repair would be a BRK order type. 2. A control valve is leaking through so severely that the flow cannot be properly controlled and must be removed from service. The work order written to repair would be a BRK order type. 3. Overpressure condition on a rotary lobe blower causes a shaft failure, shutting the blower down. The work order written to repair would be a BRK order type. RAS 31 Description PREV -Preventive maintenance Order Prefix 90xxxxxxx (PM09 EXIST) (SA PM02) PRV2 -Preventive maintenance Order Prefix 96xxxxxxx (PM96 TYPE ORDER) Definition Examples Scheduled maintenance work performed repeatedly at regular intervals (before failure). Intended to maximize the useful life of the equipment and to prevent unplanned failures. Generally based on elapsed run time or calendar time. Typically set up on a maintenance item and maintenance plan in SAP so that work order will be automatically generated at a set frequency. 1. Periodic change, test, rebuild of relief valves 2. Periodic inspection and replacement of wear components on equipment 3. Periodic overhaul of machinery 4. Calibration of instrumentation 5. Periodic replacement of equipment with limited, predictable longevity 6. Periodic oil changes, greasing of equipment, etc. Additional maintenance work that is identified and defined during preventive maintenance activities, but not typically within the scope of the regularly scheduled preventive maintenance work order. This would typically be items that a preventive maintenance work order would specify to check and to replace if warranted by the condition of the item. 7. During a drive belt replacement PM on a blower, inspection reveals that the sheaves need to be replaced. The work order to replace sheaves would be a PREV order type. 8. During a PM inspection of a highpressure reciprocating compressor, the rod drop measurements indicate the need to replace yoke and slippers. The work order to replace the parts would be a PREV order type. 9. During a visual internal inspection of a pressure vessel, corroding welds are identified. The work order to restore the welds would be a PREV order type. PRV2 type orders will be automatically released. If materials and/or external services are required, a PREV order type must be used. Scheduled maintenance work performed repeatedly over a period of time (before failure) to maximize the useful life of the equipment. Set up on a maintenance item and maintenance plan in SAP so that work order is automatically generated at a set frequency. 1. 1. 2. 3. Periodic test of relief valves Periodic inspection on equipment Calibration of instrumentation Periodic oil changes, greasing of equipment, etc. Do not use this order type for subsequent maintenance work identified during the execution of the PRV2 job. Use the PREV order type. RAS 31 Description Definition Examples NCIC - New construction/increase Capacity Installation of new facilities or process equipment. This order type must settle to a WBS element. 1. Additional equipment is being installed to allow the manufacture of a new product, e.g. a new grade of polyethylene with characteristics different from other products. The installation of the new equipment would be performed on a NCIC type order. Order Prefix 94xxxxxx (PM94 ORDER TYPE) 2. A new building must be constructed, or an existing building must be expanded in order to accommodate additional offices. The expansion or new building would be done on a NCIC type order. This order type would not be used for re-modeling of existing square footage. Modifications that increase the production 1. A pump installation is being modified rate of processes or equipment. In order in order to increase the production to be considered NCIC, the modification rate of the manufacturing unit. The must result in a higher rate of production of modifications to the pump would be the end product of the manufacturing performed on a NCIC type order. process. Such work orders would be used for modifications that are subject to requirements of a Management of Change (MOC) program. PRIM Process/facility improvement Order Prefix 97xxxxxx (PM97 ORDER TYPE) Modification of existing facilities to improve safety, quality, and/or environmental compliance. Use for process improvements that do not result directly in a higher rate of production of the end product of the manufacturing process. Work that requires approval and documentation within a Management of Change (MOC) program would be conducted on this order type. 1. A new platform is required in order to provide better access to a valve that technicians must operate. This work would be done on a PRIM type order. 2. In order to reduce fugitive emissions, packed valves are to be replaced with valves that have a bellows seal. The installation of the new valve design would be done on a PRIM type order. 3. A new fly-knife cutter hub is being installed to improve uniformity of pellet cut. The installation of the newly designed hub would be done on a PRIM type order. RAS 31 Description PRED - Predictive maintenance Definition Examples 1. Maintenance work that is performed to measure equipment performance and predict potential failure or performance deterioration. Condition monitoring work using predictive maintenance techniques including the following, as well as others used at plants: 1. Vibration monitoring 2. Thickness measurement 3. Thermographic inspection 4. Valve temperature monitoring 5. Beta monitoring 6. Oil particle analysis Order Prefix 98xxxxxx (PM98 ORDER TYPE) (SA PM03) 2. Maintenance work that is performed as a result of findings of condition monitoring work. CUI – identified corrosion under insulation as a result of the findings. MI – identified Mechanical Integrity of painting /coating needed as a result of the findings. Work orders written as result of condition monitoring activities, for example: 1. Vibration measurement indicates a pump problem, such as bad bearings, bent shaft, etc. The work order written to perform the repair would be a PRED order type. 2. Thickness measurement of a piping circuit indicates that the piping is approaching minimum acceptable metal thickness. The work order written to replace the piping, CUI (insulation), MI (painting) would be a PRED order type. 3. An inspector finds high valve temperatures on a reciprocating compressor during monitoring activities. The work order to replace valves would be a PRED order type. 4. Oil particle analysis indicates that oil in a gearbox should be changed. The work order to change the oil would be a PRED order type. RAS 31 Description COBM - Condition based maintenance Order Prefix 91xxxxxx (PM91 ORDER TYPE) Definition Examples 1. Maintenance work performed on equipment before failure. Typically identified by operations personnel who routinely monitor the performance and condition of their equipment. The object can continue to perform its function in a satisfactory manner, but maintenance is required to prevent further deterioration or failure. 1. The production technician observes that a pump discharge pressure is declining and determines that it is probably due to the pump condition. The work order to work on the pump and replace worn parts would be a COBM order type. 2. The production technician discovers a minor pump seal leak, but it is not serious enough to shut the equipment down. The order to repair the seal would be a COBM order type. 2. Work orders to repair vapor leaks that are identified through fugitive emission monitoring. RELU - Reliability upgrade Modifications or equipment replacements done for the primary purpose of improving unit reliability 1. A reliability engineer designs a seal upgrade for a pump in order to reduce failures. The work order to perform the upgrade would be a RELU order type. 2. An engineer recommends changing material type of a pump impeller in order to reduce cavitation damage. The work order to install an improved impeller would be a RELU order type. Un-occupied buildings/ process specific building maintenance and repairs including HVAC 1. Control Room, Motor Control Center, Analyzer Bldg., Smoke shacks, operator shacks, etc. 2. Process area specific - Roadways, parking areas and associated lighting Order Prefix 87xxxxxx (PM87 ORDER TYPE) GFM - General facilities maintenance Cost Element 90340 (FACILITY UPKEEP) 1. Routine fugitive emission monitoring identifies valves that require new valve packing. The work order to replace the packing would be a COBM order type. Process area specific - Roadways, parking areas and associated lighting Order Prefix 92xxxxxx (PM92 ORDER TYPE) MREP - Material repair Order Prefix 93xxxxxx (PM93 ORDER TYPE) (SA PM04) (not used at this time) Repair of REPR materials that are stocked by warehouse (includes material and labor). Settles to COST ELEMENT 12008. [The use of this order type results in update of the material cost in SAP so that subsequent issues of the material will be at repair cost (or will include repair cost in average price calculation). This accurately reflects lower value of a repaired unit versus higher value of a new one.] 1. A warehouse-stocked relief valve is to be re-worked. The work order should be a MREP order type. 2. A warehouse-stocked motor is to be overhauled. The work order to perform the work should be a MREP order type. 3. A spare pump assembly that is stocked in the warehouse is to be repaired. The repair would be an MREP order type. RAS 31 Description RWRK – Rework Order Prefix 10xxxxxxx (PM10 ORDER TYPE) OPS- Production Order Order Prefix 95xxxxxx (PM95 ORDER TYPE) Definition Examples Rework defined by one or more deficiencies from the following: 1) workmanship 2) parts 3) procedures 4) process, commissioning and start up 5) engineering deficiencies. Rework should be associated with a short timing period that relate to any of the above reasons. 1. A pump that was repaired due to low output pressure continues to have poor performance because the wear rings should have been replaced but were not. The subsequent repair should be a RWRK order type. 2. Improper alignment of a pump results in a seal failure upon startup. The subsequent seal repair should be a RWRK order type. 3. A piping flange leak develops upon placing some repaired piping in service. The work to replace the gasket or re-tighten the flange bolting would be a RWRK order type. OPS order type should be used when internal maintenance labor is used in support of an operations function (nonmaintenance). These charges will settle outside of the maintenance accounts. Minimal materials and services can be utilized on OPS order to support the MOWP process. (Note: If internal Maintenance labor is not utilized and Materials and External services are needed, requisitions will be created directly to the Cost Centers) 1. Scaffolds and/or insulation removal for operator access to valves, etc. 2. Maintenance activities to support a column scan 3. Any use of maintenance resources to support the unit that are not related to maintenance of the unit Note: This order type may also be used in support of other cost centers that need to use maintenance labor but the cost should not be classified as maintenance costs. CAPX – Capital Expense Order Prefix 20xxxxxxx PM02 ORDER TYPE EXIST (SA PM05) Expense portion of capital project. This would include work that was budgeted within a project, but cannot be capitalized. Must be written to settle to the WBS element established within the capital project for maintenance support work. The production department is commissioning a newly constructed unit. The work order for maintenance support to connect and disconnect hoses, remove blinds, etc. would be done on a CAPX type order. RAS 31 Description FAC – Facility Upkeep (MAINT FACILITY SERVICE) Order Prefix 88xxxxxx (PM88 ORDER TYPE) Definition This order has flexibility that all Facility Expense GL’s can be planned from within the work order, as well as non-Facility GL’s. This order type allows for utilizing internal resources for facility work. Can only be used in Facility or General Maintenance Cost Centers (Not Operating Units) (SA PM06) Requisitions to primary GL’s can still be utilized. SAVM – Site Asset Value Maintenance Ongoing (standing) initiatives that are in place to maintain the site asset value. These are repetitive established programs where maintenance cost is generally flat year to year and should be performed under a predictable budget. These activities would include such items as insulation and fireproofing integrity, condition monitoring (monitoring only- not corrective follow-up), RBI inspection program, incoming part inspection, and steam trap or leak Order Prefix 99xxxxxx (PM99 ORDER TYPE) Examples 1. Occupied buildings / non process building maintenance and repairs including comfort HVAC, roof, base building upkeep and building electrical, mechanical and plumbing systems. Also includes fences, snow removal, roadways and parking areas and associated lighting outside the process areas 2. Cleaning of storm water ditches excludes process areas 3. Office remodeling and building modification 4. Furniture and Office equipment not capitalized 1. These items must be approved by the regional reliability manager and regional manufacturing senior accounting manager.