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The Planner's Bench — Quiz Bank (Modules 1 and 2)

DRAFT · unverified

Status: DRAFT | Unverified until owner sign-off. Format follows The Planner's Bench playbook DRAFT v0.2, which is still awaiting owner approval. Terms: PM = Plant Maintenance; FL = functional location; BOM = bill of materials; TECO = technical completion (technically completed status); WCM = Work Clearance Management; WCD = work clearance document; LOTO = lockout/tagout; SIF = safety instrumented function; SIL = safety integrity level; PFDavg = average probability of failure on demand; SMRP = Society for Maintenance and Reliability Professionals; I&E = Instrumentation and Electrical; OSHA = US Occupational Safety and Health Administration

Module 1, Lesson 1: Maintenance Strategy and Task List

  1. What decides which package wins when two fall due on the same date?
  2. Where does a proof-test interval come from?
  3. When does a partial test of a SIF get credit?

Module 1, Lesson 2: Maintenance Plans

  1. Which transaction creates a single-cycle plan?
  2. What must be true of the task list in a strategy plan?
  3. What does a maintenance plan item hold?

Module 1, Lesson 3: Scheduling and Call-Offs

  1. A plan is saved but never scheduled. What happens?
  2. With a 90-day cycle and an 80% call horizon, when is the order called?
  3. Which program usually runs IP30 as a background job?

Module 1, Lesson 4: Notifications and Work Orders

  1. A route finds high vibration. What should the planner do?
  2. Individual estimates can be off by ±100%. About how close does a week's total land?
  3. What does each copied operation carry?

Module 1, Lesson 5: Materials and Reservations

  1. Which movement type issues stock to an order?
  2. What does a non-stock item or outside service create?
  3. What does assigning a stock component create?

Module 1, Lesson 6: Permits, Isolation and Lockout/Tagout (LOTO)

  1. Name three of the energy-control steps OSHA 1910.147 requires.
  2. What is a bypass or inhibit, and what must happen after the test?
  3. In WCM, which document is the LOTO document?

Module 1, Lesson 7: Capacity and the Weekly Schedule

  1. A crew of 10 works 40 h with no time off. How many hours should you schedule?
  2. What is the scheduling horizon?
  3. Why isn't CM01 enough for checking PM load?

Module 1, Lesson 8: Backlog and KPIs (Key Performance Indicators)

  1. You scheduled 80 orders and completed 60. What is your schedule compliance?
  2. Under the summarized SMRP option, what is the grace period for a 3-month PM?
  3. What is the SMRP PM compliance target?

Module 1, Lesson 9: Execution, Confirmation, Technical Completion (TECO) and History

  1. Name two things a completion confirmation records.
  2. Name two effects of TECO.
  3. Where do technical confirmation details go when the notification is completed?

Module 2, Lesson 2-1: Technical Objects: Functional Locations, Equipment and BOMs

  1. Which transaction shows the FL hierarchy with its installed equipment?
  2. Which transaction installs or dismantles equipment at an FL?
  3. What is a BOM used for in planning?

Module 2, Lesson 2-2: Measuring Points, Classification and Work Centers

  1. What makes a measuring point a counter?
  2. Which transaction enters a reading?
  3. Which transaction creates a work center?

Module 2, Lesson 2-3: Notifications, Priorities, and Damage and Cause Codes

  1. Which transaction creates a PM notification?
  2. Name two things a technical confirmation records.
  3. Where does technical confirmation data go when the notification is completed?

Module 2, Lesson 2-4: Work Order Types and Lifecycle

  1. What does a partially confirmed order mean?
  2. Name one effect of TECO.
  3. Which transaction displays a list of PM orders?

Module 2, Lesson 2-M: Mechanical Track: Setting Up a Centrifugal Pump

  1. Which transaction installs the pump at its FL?
  2. Name two pump measuring points from the lesson.
  3. A route finds high vibration. What's created first?

Module 2, Lesson 2-I: I&E Track: Setting Up a SIF Pressure Transmitter

  1. Which transaction assigns SIL or range characteristics?
  2. Which measuring point does the lesson add?
  3. Why keep as-found and as-left history?

Answer key

  1. The hierarchy [S1][S2]. Trace: module-1/lesson-1.md
  2. The safety requirements, using the PFDavg calculation [S6]. Trace: module-1/lesson-1.md
  3. Only for the parts the test actually covers, as long as all parts are verified through individual tests [S7]. Trace: module-1/lesson-1.md
  4. IP41 [S8]. Trace: module-1/lesson-2.md
  5. It must use the same strategy as the plan [S2]. Trace: module-1/lesson-2.md
  6. The reference object, the planning data, and optionally a task list [S2]. Trace: module-1/lesson-2.md
  7. No call objects are created [S10]. Trace: module-1/lesson-3.md
  8. After 72 days [S9] Unverified. Trace: module-1/lesson-3.md
  9. RISTRA20 [S8]. Trace: module-1/lesson-3.md
  10. Create a notification, then a separate corrective order [S11]. Trace: module-1/lesson-4.md
  11. Within about 15% [S19] Unverified. Trace: module-1/lesson-4.md
  12. A work center, work hours, duration, number of people and a control key [S3][S11]. Trace: module-1/lesson-4.md
  13. 261 (SAP Learning, per Source of Truth rulings [P1]–[P6]) Unverified. Trace: module-1/lesson-5.md
  14. A purchase requisition [S12]. Trace: module-1/lesson-5.md
  15. A reservation [S12]. Trace: module-1/lesson-5.md
  16. Shut down, isolate, apply locks and tags, relieve stored energy, verify de-energization (any three) [S15]. Trace: module-1/lesson-6.md
  17. An action that defeats or disables part of the function. It must be removed after the test [S7]. Trace: module-1/lesson-6.md
  18. The operational work clearance document (WCD) [P2] Unverified. Object types and codes vary by configuration; owner to check.. Trace: module-1/lesson-6.md
  19. About 400 [S18] Unverified. Trace: module-1/lesson-7.md
  20. Next week [S17]. Trace: module-1/lesson-7.md
  21. It doesn't show the capacity reserved by order header dates; use CM25/CM50 ([P4]) Unverified. Trace: module-1/lesson-7.md
  22. 75%, which is within the 40 to 90% range [S20][S17] Unverified. Trace: module-1/lesson-8.md
  23. 18 days [S21] Unverified. Trace: module-1/lesson-8.md
  24. At least 90% on time [S21] Unverified. Trace: module-1/lesson-8.md
  25. Any two of: work center, person, start/finish, progress, costs, materials, readings [S23]. Trace: module-1/lesson-9.md
  26. Any two of: open reservations taken out of planning, capacity requirements removed, open PRs removed, status set to technically completed [P7][S24] Unverified. Trace: module-1/lesson-9.md
  27. Notification history [S22]. Trace: module-1/lesson-9.md
  28. IH01 [map E]. Trace: module-2/lesson-2-1.md
  29. IE4N [map I]. Trace: module-2/lesson-2-1.md
  30. The spare-parts structure for an equipment or FL [map B]. Trace: module-2/lesson-2-1.md
  31. It is flagged as a counter [map B]. Trace: module-2/lesson-2-2.md
  32. IK11 [map B]. Trace: module-2/lesson-2-2.md
  33. IR01, Create Work Center (Plant Maintenance) [map B] Unverified. Trace: module-2/lesson-2-2.md
  34. IW21 [S11]. Trace: module-2/lesson-2-3.md
  35. Any two of: damage cause, work performed, damage location, machine downtime [S22]. Trace: module-2/lesson-2-3.md
  36. Notification history [S22]. Trace: module-2/lesson-2-3.md
  37. Some operations are confirmed, but not all of them are finally confirmed [S23]. Trace: module-2/lesson-2-4.md
  38. Takes open reservations out of planning, removes capacity requirements or open PRs, or sets the technically completed status [P7][S24] Unverified. Trace: module-2/lesson-2-4.md
  39. IW39 [map E]. Trace: module-2/lesson-2-4.md
  40. IE4N [map I]. Trace: module-2/lesson-2-M.md
  41. Any two of: vibration, bearing temperature, run-hours counter [map B]. Trace: module-2/lesson-2-M.md
  42. A notification (IW21) [S11]. Trace: module-2/lesson-2-M.md
  43. CL20N [map K] Unverified. Trace: module-2/lesson-2-I.md
  44. As-found error [map B]. Trace: module-2/lesson-2-I.md
  45. To review proof-test intervals with operating data [S7]. Trace: module-2/lesson-2-I.md

Public sources

Verification log

  • Verified by: [owner] | Date: [ ] | Notes: [ ]

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