Case Study 2 (Outline): Reviewing PM Task Lists and Maintenance Plans

Status: DRAFT outline. Placeholders only. Follows Playbook DRAFT v0.2 (rules 5 and 6, section 5). Do not publish until every placeholder is filled from a real, permitted source. Audience: Mechanical / Instrumentation & Electrical (I&E) / Both TBD: owner to supply Product used: TBD: owner to supply, e.g., preventive maintenance (PM) program review consulting, template packs, team license

1. Headline

TBD: owner to supply, written from the real result, no superlatives.

2. Who

• Organization type: TBD: owner to supply, anonymized unless approved
• Team involved: TBD: owner to supply, e.g., planners, reliability engineers, craft leads
• Equipment scope: TBD: owner to supply, e.g., rotating equipment, instrumentation, electrical, described generically
• [EMPLOYER REVIEW: owner to confirm this subject has no link to the owner's employer or its contractors.]

3. Starting point

• Problems the team reported with their PM task lists and plans: TBD: owner to supply
• How the problem showed up in the field: TBD: owner to supply

4. What they did

• Review approach: TBD: owner to supply
• Templates used: TBD: owner to supply, e.g., task list template
• SAP Plant Maintenance (SAP PM) areas reviewed: TBD: owner to supply, e.g., task lists, maintenance strategies, maintenance plans and scheduling, using only codes in the course transaction reference
• Mechanical vs I&E differences found: TBD: owner to supply
• Safety-critical PM handling, e.g., safety instrumented system (SIS) proof tests: TBD: owner to supply. Interval changes go through the site's management of change (MOC) process, never through the planner alone.

5. Results

• Qualitative change: TBD: owner to supply
• Measured result (optional): TBD: owner to supply, only if measured, with definition, period and data source; otherwise delete this line

6. Quote

TBD: owner to supply, a real quote with written permission, or leave this section out.

7. Permission and review checklist

• Written permission on file for names, titles, quotes and numbers
• No confidential task lists, plans, tags, screenshots or documents
• [EMPLOYER REVIEW: owner checked for any employer link or employer-specific detail]
• Owner verified all technical statements
• Disclaimer added (see README)

Verification log

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