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2001 Maintenance Task Selection Survey Results
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2001 Maintenance Task Selection Survey Results

Ó Plant Maintenance Resource Center

Overview

This survey of use of techniques used by Maintenance professionals to select the appropriate routine tasks for Predictive and Preventive Maintenance tasks was conducted on the Plant Maintenance Resource Center web site in mid 2001.

Summary of Key Findings

Voluntary responses were sought to the survey, and 39 valid responses were received from a wide range of individuals working across a variety of industries.

The key findings are:

  • 56% of respondents indicated that they had a formal approach to PM Task Selection. This is surprisingly low.
  • 60% indicated that they were currently using, or had previously used, Reliability Centered Maintenance (RCM) approaches to PM Task development. A similar number also indicated that they were using, or had previously had used, PM Optimization approaches. Given the relative recency of the PM Optimization approach, this latter figure may be overstated.
  • Statistical Analysis/Weibull approaches were rarely used, and may not be as well understood.
  • Most respondents were proactively analysing some, or all, of their equipment.
  • Consultants are used in about one third of cases, and provide a wide range of services, including training, facilitation, collecting and analysing data, and making recommendations regarding PM tasks.
  • Specialist PM Task Development software appears to be quite widely used, with 44% of respondents indicating that they used such software.
  • Maintenance personnel, on the whole, tend to be more involved in PM Task development processes than Production personnel, and there is generally a high level of involvement of shop floor personnel.
  • Overall, more than 50% of respondents considered their current approach to PM Task Development to be only satisfactory or poor. However, those that were using formal approaches were much more satisified with the results, with 50% considering the results from their approach to be Excellent or Very Good.
  • RCM and PM Optimization approaches appeared to be considered to be similarly successful
  • Respondents considered that the most important factors for success were Management Committment, and Training.
  • 38% of respondents indicated that they had heard of the SAE standard for Reliability Centered Maintenance - JA1011, however only 15% of respondents have read the standard, and almost 50% of respondents did not know whether their current approach to PM Task Development complied with the SAE standard for RCM.

Respondent Data

Of the 39 valid responses, almost 44% of respondents were based in the USA, with the remainder spread throughout the world.

Country Responses
United States17
Canada2
Australia8
United Kingdom3
Other9

Respondents came from a wide range of industries.

Industry Responses
Manufacturing-Petroleum refining, chemicals and associated products7
Manufacturing-Other6
Manufacturing-Food, beverages, tobacco5
Utilities-Electricity Generation3
Mining-Metal ore3
Manufacturing-Metal products3
Manufacturing-Wood and paper products2
Oil and Gas-Oil and gas extraction2
Other8

Maintenance line management and Engineering positions were well represented in the survey.

Position Responses
Maintenance Foreman/Supervisor 10
Plant/Maintenance Engineer 7
Maintenance Manager/Superintendent 6
Maintenance Planner 6
Maintenance Technician 3 3%
Other 3
CMMS Support Professional 2
Process/Industrial Engineer 1
Consultant 1

Respondents generally came from larger organisations.

No of Trades/Craftspeople Responses
Large(more than 100 crafts/tradespeople)17
Medium(10 to 100 crafts/tradespeople)17
Small(less than 10 crafts/tradespeople)5

Detailed Results

Approaches to PM Task Development

56% of respondents indicated that they had a structured approach to PM task selection.

Which phrase best describes your workplace's approach to PM Task Development?
Response Number
Formal/Structured 22
Informal/Unstructured 16
Don't Know 1

Use of Reliability Centered Maintenance

Of those who indicated that they used a formal/structured process for PM task selection, almost 60% indicated that they were currently, or had previously, used Reliability Centered Maintenance (RCM) for PM task selection. Interestingly, 2 out of the 16 who indicated that they were using informal processes also indicated that they were using RCM. Given that RCM is a highly structured process, there is some doubt about the accuracy of these responses.

Which of the following techniques are you using, or have you used, to develop or review your Routine Maintenance task program?

  Using RCM?
Currently Using Previously Used Never Used Don't Know
Approach to Task Development Formal/Structured 12 1 7 2
Informal/Unstructured 2 1 8 5
Don't Know 0 0 0 1

Almost 60% of respondents using formal methods also indicated that they were using PM Optimization techniques for PM Task selection. It is possible that this figure is inflated somewhat, due to possible misunderstanding of what PM Optimization is, given that this is a relatively new term in the Maintenance lexicon.

  Using PM Optimization?
Currently Using Previously Used Never Used Don't Know
Approach to Task Development Formal/Structured 11 2 4 5
Informal/Unstructured 3 2 6 5
Don't Know 0 0 0 1

Statistical techniques appear to be considerably less frequently used and/or understood.

  Using Statistical Analysis/Weibull Techniques?
Currently Using Previously Used Never Used Don't Know
Approach to Task Development Formal/Structured 3 0 8 11
Informal/Unstructured 0 1 9 6
Don't Know 0 0 0 1

A considerable proportion of those stating that they have a formal approach to PM Task development also state that they use informal techniques.

  Using Informal Techniques?
Currently Using Previously Used Never Used Don't Know
Approach to Task Development Formal/Structured 7 7 2 6
Informal/Unstructured 10 2 1 3
Don't Know 1 0 0 0

When is PM Task Development performed?

From the data provided, it would appear that most respondents are proactively assessing either all, or critical, equipment.

Approach to PM Task development at your workplace?
Approach Responses
Proactively analysing all equipment 11
Proactively analysing critical equipment 13
Formally analysing after equipment failures 3
Adhoc, informal approach 9
Never reassess PM program 2
Don't have a PM program 1

Role of Consultants

Consultants appear to be used about one third of the time
Using Consultants? Responses
Yes 14
No 25

Where consultants are involved, in about 70% of cases, they provide training.

Consultants Conducted Training? Responses
Yes 9
No 4
Don't Know 1

In nearly 80% of cases, where consultants are involved, they make recommendations or decisions regarding PM Tasks. I hope they have all the information that they need to make those decisions and that their Liability Insurance is up to date!

Consultants made recommendations/decisions regarding PM tasks? Responses
Yes 10
No 2
Don't Know 2

In around 75% of cases, where consultants are involved, they facilitated the PM task decision making process. Much lower risk, from the consultants viewpoint!

Consultants facilitated PM task decision-making process? Responses
Yes 9
No 3
Don't Know 2

In around 50% of cases, where consultants are involved, they were involved in project planning for the PM Task Development exercise.

Consultants involved in Project Planning? Responses
Yes 6
No 6
Don't Know 2

In around 60% of cases, where consultants are involved, they collected data for the decision making process.

Consultants collected data? Responses
Yes 8
No 5
Don't Know 1

In around 80% of cases, where consultants are involved, they analyzed data during the decision making process.

Consultants analyzed data? Responses
Yes 10
No 2
Don't Know 2

Use of Software

There is a relatively high prevalence of use of specialist PM Task Development software - particularly among those using formal processes.

  Approach to Task Development
Formal/Structured Informal/Unstructured Don't Know
Using Software? Specialist Software that makes decisions 7 0 0
Specialist Software that records decisions 7 3 0
Word Processor/Spreadsheet 2 7 1
No 6 6 0

Who participates in the PM Task Development process?

Maintenance personnel, on the whole, tend to be more involved in PM Task development processes than Production personnel, and there is generally a high level of involvement of shop floor personnel.
  Yes No Don't Know
Maintenance Managers/Superintendents 24 10 5
Reliability/Plant/Maintenance Engineers 16 15 8
Maintenance Foremen/Supervisors/Coordinators 29 7 3
Maintenance Planners/Schedulers 20 11 8
Maintenance Trades/Craftspeople 24 10 5
Production Managers/Superintendents 11 20 8
Production Foremen/Supervisors/Coordinators 9 22 8
Production Operators 11 19 9
Equipment Vendors 12 18 9
Other Technical Specialists 11 16 12

Success of current approaches to PM Task Development

Overall, more than 50% of respondents considered their current approach to PM Task Development to be only satisfactory or poor.

Success of your current approach? Responses
Excellent 3
Very Good 8
Good 5
Satisfactory 13
Poor 8
Don't Know 2

Those using formal approaches for PM Task Development were much more satisfied with the results being achieved.

  Approach to Task Development
Formal/Structured Informal/Unstructured Don't Know
Success of your current approach? Excellent 3 0 0
Very Good 8 0 0
Good 3 2 0
Satisfactory 6 6 1
Poor 2 6 0
Don't Know 0 2 0

RCM and PM Optimization approaches appeared to be considered to be similarly successful.

  Approach to Task Development
Using RCM Using PMO Statistical/Weibull Analysis Informal Process
Success of your current approach? Excellent 2 2 1 1
Very Good 5 3 0 2
Good 2 3 1 3
Satisfactory 4 5 1 6
Poor 1 1 0 5
Don't Know 0 0 0 1

Success Factors

Respondents considered that the most important factors for success were Management Committment, and Training.
  Aspects that led to your success?
Most Important 2nd Most Important
A high level of committment from senior management 6 4
Effective training 5 7
Effective Project Management 4 3
Involvement by Shop Floor employees 3 5
Choosing the right Task Development approach 2 2
Choosing the right software package 2 1
Effective Change Management 2 0
Support from external consultants 1 2
Selecting the right equipment to analyse 1 2
Involvement by Operations employees 1 1
Having high quality data available for analysis 1 0
Strong support from equipment vendors 0 2
An adequate budget for the project 0 1

Similar themes came out in the things that respondents considered that they should have done more of.
Most important aspect of your implementation that you should have spent more time and effort on? Responses
A high level of committment from senior management 9
Effective training 6
Effective Change Management 4
Choosing the right Task Development approach 4
Having high quality data available for analysis 3
Involvement by Shop Floor employees 1
Selecting the right equipment to analyse 1
An adequate budget for the project 1

Use of the SAE Standard for Reliability Centered Maintenance (JA1011)

38% of respondents indicated that they had heard of the SAE standard for Reliability Centered Maintenance - JA1011, however only 15% of respondents have read the standard.

Heard of the SAE standard for Reliability Centered Maintenance (JA1011)?
Response Number
Yes 15
No 23
N/A 1

Read the SAE standard for Reliability Centered Maintenance (JA1011)?
Response Number
Yes 6
No 32
N/A 1

Almost 50% of respondents did not know whether their current approach to PM Task Development complied with the SAE standard for RCM.

Using a PM task development process that complies with the SAE standard for Reliability Centered Maintenance (JA1011)?
Response Number
Yes 5
No 15
N/A 19


Ó Plant Maintenance Resource Center 2001
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Revised: Thursday, 08-Oct-2015 11:54:25 AEDT
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