RAS-31 Work Order Types

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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.
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