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Backlog and KPIs (Key Performance Indicators)
Safety: Educational overview only. Always follow your site's procedures, permits and applicable regulations.
Module 1 Est. 3.5 h · estimated
You'll be able to
- Calculate schedule compliance
- Explain SMRP PM compliance (Society for Maintenance and Reliability Professionals)
Why it matters in the plant
These two metrics get mixed up all the time. Using the wrong one hides whether the schedule is working.
In this lesson
Common mistakes
- Measuring compliance against CMMS due dates instead of the weekly schedule [S20].
- Celebrating schedule compliance above 90%: it often means the schedule wasn't fully loaded [S17].
Steps and transactions
Each step pairs the planning work with the transactions you'll use. Codes link to the reference.
1Measure schedule compliance
Schedule compliance is the percentage of orders on the weekly schedule that were completed, not a count of computerized maintenance management system (CMMS) due dates. Example: 60 of 80 = 75%. Healthy range: 40 to 90%. Below 40% often means the schedule was ignored or unrealistic. Above 90% often means it wasn't fully loaded. Candidate data source: IW39 [map E].
Craft notes
Same for both crafts.
Sources [S17]; [S20] Palmer, CMMS due dates vs schedule compliance
2Measure PM compliance
SMRP 5.4.14 reviews completed preventive and predictive maintenance work orders against preset criteria. Target: at least 90% completed on time. One way to define on time: the due date plus 20% of the PM frequency, capped at 28 days, which gives 18 days for a 3-month PM. This comes via a secondary summary, because the SMRP original is paywalled. Candidate: IW39.
Craft notes
Same for both crafts.
Sources [S21] Verly summary of SMRP 5.4.14
Templates for this lesson
- Task list template CSV · opens in Excel or Google Sheets
- Weekly scheduling board CSV
- Backlog tracker CSV
Related: Complete template bundle · Free PM Planning Checklist
Check your understanding
Questions
- You scheduled 80 orders and completed 60. What is your schedule compliance?
- Under the summarized SMRP option, what is the grace period for a 3-month PM?
- What is the SMRP PM compliance target?
Answers and scoring are included in the full course.
Keep going with the full course
12 modules for Mechanical and I&E planners, with templates, quizzes and a certificate of completion.
This certificate confirms completion of a course from The Planner's Bench. It is not a professional license, accreditation, or SAP certification, and is not affiliated with or endorsed by SAP SE or any employer.