This diagram outlines the standard process for handling corrective and breakdown maintenance tasks cycle in SAP PM. It’s structured into three key phases: Operation, Maintenance Planning, and Maintenance Workshop, each with specific inputs, actions, and outputs. Let’s break down the flow.

1. Operation Phase: Triggering the Maintenance Request

The process begins in the Operation phase when a problem or breakdown is identified. This initiates a PM (Plant Maintenance) Notification. This notification serves as the initial request for maintenance and captures essential preliminary information:

• Who: Identifies the person or department reporting the issue.
• When: Timestamp of when the issue was observed.
• Where: Location of the equipment or system experiencing the problem.

Below this initial identification, the notification should also include:

• Technical Information: Specific details about the malfunction.
• Breakdown: Confirmation that it is indeed a breakdown requiring corrective action.

This PM Notification triggers a “Request Task” workflow moving the process to the next stage: Maintenance Planning. Crucially, the diagram also indicates “Automatic Data Transfer” directly from the Operation phase to Maintenance History. This suggests that even at this early notification stage, some basic data logging into the maintenance history system is already occurring.

2. Maintenance Planning Phase: Defining the Work Order

The Maintenance Planning phase takes the “Request Task” as input and transforms it into a structured maintenance plan. This phase involves several key planning activities:

• Planning of Org. Tasks: Organizing the required tasks for efficient execution.
• Creation of Order & Planning of Execution: This is the core of the planning phase, encompassing:
  • Who: Assigning personnel responsible for the work.
  • When, how long: Scheduling the maintenance activity and estimating its duration.
  • Which steps: Defining the sequence of actions required to rectify the issue.
  • Account Assignment: Allocating costs to the relevant cost center or project.
  • Resources: Identifying and reserving necessary resources (tools, equipment, personnel skills).

Furthermore, the diagram highlights the importance of feeding back Technical Information gathered in the Operation phase into the planning stage, expanding upon the initial notification with details on:

• Breakdown: Reiterating the nature of the failure.
• Causes: Investigating and documenting the potential root causes of the issue.
• Objects affected: Identifying all components or systems impacted by the breakdown.
• Activities: Detailed description of the planned maintenance activities.

Once the maintenance plan is finalized, an “Order” workflow is initiated, sending the plan and associated information to the Maintenance Workshop. The “Completion (workflow)” arrow coming back to Maintenance History from this phase indicates that upon plan completion, data related to the planning stage is also recorded in the Maintenance History.

3. Maintenance Workshop Phase: Execution and Confirmation

The Maintenance Workshop phase is where the actual maintenance work is carried out based on the received “Order.” Key activities during execution are:

• Execution: Performing the planned maintenance work.
• Withdrawal of Material: Issuing and using necessary spare parts and materials.
• Procurement of PRTs (Plant Relevant Tools/Test Equipment/Parts): Acquiring any additional tools, test equipment, or parts needed for the job.
• Work Steps: Following the pre-defined work steps outlined in the maintenance order.

Upon completion of the physical maintenance work, a “Confirmation” workflow is triggered back to the Maintenance Planning phase. This confirmation signifies that the maintenance order has been executed in the workshop. Finally, a “Completion” step within the workshop signifies the closure of the maintenance activity from the workshop’s perspective.

Maintenance History: Centralized Data Repository

Throughout the entire process, the Maintenance History serves as a central repository for all relevant data. As shown by the arrows, data is automatically transferred from the Operation phase and updated through the “Completion (workflow)” from Maintenance Planning. This ensures a comprehensive record of all corrective maintenance activities, enabling future analysis, reporting, and improvement of maintenance strategies.

In summary, this diagram effectively illustrates a structured workflow for corrective maintenance, emphasizing clear information flow and distinct responsibilities across Operation, Planning, and Workshop phases, with a central focus on building a robust Maintenance History.