Resources / Quiz bank
The Planner's Bench — Quiz Bank (Modules 1 and 2)
DRAFT · unverifiedStatus: 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
- What decides which package wins when two fall due on the same date?
- Where does a proof-test interval come from?
- When does a partial test of a SIF get credit?
Module 1, Lesson 2: Maintenance Plans
- Which transaction creates a single-cycle plan?
- What must be true of the task list in a strategy plan?
- What does a maintenance plan item hold?
Module 1, Lesson 3: Scheduling and Call-Offs
- A plan is saved but never scheduled. What happens?
- With a 90-day cycle and an 80% call horizon, when is the order called?
- Which program usually runs IP30 as a background job?
Module 1, Lesson 4: Notifications and Work Orders
- A route finds high vibration. What should the planner do?
- Individual estimates can be off by ±100%. About how close does a week's total land?
- What does each copied operation carry?
Module 1, Lesson 5: Materials and Reservations
- Which movement type issues stock to an order?
- What does a non-stock item or outside service create?
- What does assigning a stock component create?
Module 1, Lesson 6: Permits, Isolation and Lockout/Tagout (LOTO)
- Name three of the energy-control steps OSHA 1910.147 requires.
- What is a bypass or inhibit, and what must happen after the test?
- In WCM, which document is the LOTO document?
Module 1, Lesson 7: Capacity and the Weekly Schedule
- A crew of 10 works 40 h with no time off. How many hours should you schedule?
- What is the scheduling horizon?
- Why isn't CM01 enough for checking PM load?
Module 1, Lesson 8: Backlog and KPIs (Key Performance Indicators)
- 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?
Module 1, Lesson 9: Execution, Confirmation, Technical Completion (TECO) and History
- Name two things a completion confirmation records.
- Name two effects of TECO.
- Where do technical confirmation details go when the notification is completed?
Module 2, Lesson 2-1: Technical Objects: Functional Locations, Equipment and BOMs
- Which transaction shows the FL hierarchy with its installed equipment?
- Which transaction installs or dismantles equipment at an FL?
- What is a BOM used for in planning?
Module 2, Lesson 2-2: Measuring Points, Classification and Work Centers
- What makes a measuring point a counter?
- Which transaction enters a reading?
- Which transaction creates a work center?
Module 2, Lesson 2-3: Notifications, Priorities, and Damage and Cause Codes
- Which transaction creates a PM notification?
- Name two things a technical confirmation records.
- Where does technical confirmation data go when the notification is completed?
Module 2, Lesson 2-4: Work Order Types and Lifecycle
- What does a partially confirmed order mean?
- Name one effect of TECO.
- Which transaction displays a list of PM orders?
Module 2, Lesson 2-M: Mechanical Track: Setting Up a Centrifugal Pump
- Which transaction installs the pump at its FL?
- Name two pump measuring points from the lesson.
- A route finds high vibration. What's created first?
Module 2, Lesson 2-I: I&E Track: Setting Up a SIF Pressure Transmitter
- Which transaction assigns SIL or range characteristics?
- Which measuring point does the lesson add?
- Why keep as-found and as-left history?
Answer key
- The hierarchy [S1][S2]. Trace: module-1/lesson-1.md
- The safety requirements, using the PFDavg calculation [S6]. Trace: module-1/lesson-1.md
- 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
- IP41 [S8]. Trace: module-1/lesson-2.md
- It must use the same strategy as the plan [S2]. Trace: module-1/lesson-2.md
- The reference object, the planning data, and optionally a task list [S2]. Trace: module-1/lesson-2.md
- No call objects are created [S10]. Trace: module-1/lesson-3.md
- After 72 days [S9] Unverified. Trace: module-1/lesson-3.md
- RISTRA20 [S8]. Trace: module-1/lesson-3.md
- Create a notification, then a separate corrective order [S11]. Trace: module-1/lesson-4.md
- Within about 15% [S19] Unverified. Trace: module-1/lesson-4.md
- A work center, work hours, duration, number of people and a control key [S3][S11]. Trace: module-1/lesson-4.md
- 261 (SAP Learning, per Source of Truth rulings [P1]–[P6]) Unverified. Trace: module-1/lesson-5.md
- A purchase requisition [S12]. Trace: module-1/lesson-5.md
- A reservation [S12]. Trace: module-1/lesson-5.md
- Shut down, isolate, apply locks and tags, relieve stored energy, verify de-energization (any three) [S15]. Trace: module-1/lesson-6.md
- An action that defeats or disables part of the function. It must be removed after the test [S7]. Trace: module-1/lesson-6.md
- The operational work clearance document (WCD) [P2] Unverified. Object types and codes vary by configuration; owner to check.. Trace: module-1/lesson-6.md
- About 400 [S18] Unverified. Trace: module-1/lesson-7.md
- Next week [S17]. Trace: module-1/lesson-7.md
- It doesn't show the capacity reserved by order header dates; use CM25/CM50 ([P4]) Unverified. Trace: module-1/lesson-7.md
- 75%, which is within the 40 to 90% range [S20][S17] Unverified. Trace: module-1/lesson-8.md
- 18 days [S21] Unverified. Trace: module-1/lesson-8.md
- At least 90% on time [S21] Unverified. Trace: module-1/lesson-8.md
- Any two of: work center, person, start/finish, progress, costs, materials, readings [S23]. Trace: module-1/lesson-9.md
- 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
- Notification history [S22]. Trace: module-1/lesson-9.md
- IH01 [map E]. Trace: module-2/lesson-2-1.md
- IE4N [map I]. Trace: module-2/lesson-2-1.md
- The spare-parts structure for an equipment or FL [map B]. Trace: module-2/lesson-2-1.md
- It is flagged as a counter [map B]. Trace: module-2/lesson-2-2.md
- IK11 [map B]. Trace: module-2/lesson-2-2.md
- IR01, Create Work Center (Plant Maintenance) [map B] Unverified. Trace: module-2/lesson-2-2.md
- IW21 [S11]. Trace: module-2/lesson-2-3.md
- Any two of: damage cause, work performed, damage location, machine downtime [S22]. Trace: module-2/lesson-2-3.md
- Notification history [S22]. Trace: module-2/lesson-2-3.md
- Some operations are confirmed, but not all of them are finally confirmed [S23]. Trace: module-2/lesson-2-4.md
- 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
- IW39 [map E]. Trace: module-2/lesson-2-4.md
- IE4N [map I]. Trace: module-2/lesson-2-M.md
- Any two of: vibration, bearing temperature, run-hours counter [map B]. Trace: module-2/lesson-2-M.md
- A notification (IW21) [S11]. Trace: module-2/lesson-2-M.md
- CL20N [map K] Unverified. Trace: module-2/lesson-2-I.md
- As-found error [map B]. Trace: module-2/lesson-2-I.md
- To review proof-test intervals with operating data [S7]. Trace: module-2/lesson-2-I.md
Public sources
- [S1] SAP Help — Maintenance Strategy (PM): https://help.sap.com/doc/saphelp_nw70/7.0.12/ja-JP/3c/abaf72413911d1893d0000e8323c4f/content.htm
- [S2] SAP Learning — Using Maintenance Plans (packages, hierarchy, offset, items, single-cycle vs strategy): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/using-maintenance-plans_ebb53721-acf1-4f60-9207-3b17091fa1d7
- [S3] SAP Learning — Using Maintenance Task List: https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/using-maintenance-task-list_d763c67c-2b76-4916-9aab-4625c59c09f6
- [S6] Emerson — Ensuring safety compliance with optimized proof testing (PFDavg sets interval): https://www.emerson.com/is/content/emerson/en/corporate/shared-assets/documents/ensuring-safety-compliance-with-optimized-proof-testing.pdf
- [S7] SINTEF PDS — Guideline for follow-up of SIS in the operating phase (2021): https://pds-forum.com/wp-content/uploads/2022/09/SINTEF-pds-report-guideline-for-follow-up-of-sis-in-the-operating-phase-2021-edition.pdf
- [S8] SAP Learning — Using SAP GUI-Based Functions for Single-Cycle Plans (IP41/42/43, IP30, RISTRA20): https://learning.sap.com/courses/exploring-preventive-maintenance-in-sap-s-4hana-asset-management/using-sap-gui-based-functions-for-single-cycle-plans (link returned 404 on Oct 25, 2026; replacement needed); alternative third-party catalogs: https://www.tcodesearch.com/sap-tcodes/IP41 , https://www.tcodesearch.com/sap-tcodes/IP42 , https://www.tcodesearch.com/sap-tcodes/IP43
- [S9] SAP Learning — Scheduling a Single Cycle Plan (call horizon, 90-day example, LOG_EAM_CI_6, monitoring tasks): https://learning.sap.com/courses/exploring-preventive-maintenance-in-sap-s-4hana-asset-management/scheduling-a-single-cycle-plan (link returned 404 on Oct 25, 2026; replacement needed)
- [S10] SAP Learning — Scheduling Maintenance Plans (IP10, IP30H, IP19, IP24; no scheduling = no call objects): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/scheduling-maintenance-plans_a1924dce-60b5-496d-b81a-563df3bb9655
- [S11] SAP Learning — Creating Orders (IW21, IW31, IW32, operations): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/creating-orders_ed9d6206-5dcd-440a-a0d5-9252217d16d9
- [S12] SAP Learning — Planning Material and Services (components, reservations, PRs): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/planning-material-and-services_aef816cb-fcb7-48e6-b9f9-da9247e433af
- [S15] OSHA 29 CFR 1910.147 (LOTO): https://www.osha.gov/laws-regs/regulations/standardnumber/1910/1910.147
- [S17] Doc Palmer, Plant Services — Purpose and principles of planning and scheduling: https://www.plantservices.com/voices/palmers-planning-corner/article/55361071/do-you-know-the-purpose-and-principles-of-maintenance-planning-and-scheduling
- [S18] Doc Palmer, Plant Services — Fully loaded weekly schedule (400-hr example, Fernandina Beach): https://www.plantservices.com/planned-maintenance/planning-and-scheduling/article/11286993/planning-a-fully-loaded-weekly-schedule-at-your-plant
- [S19] Doc Palmer, Plant Services — Math of planning and scheduling (±100% estimates, ~15% weekly): https://www.plantservices.com/planned-maintenance/planning-and-scheduling/article/11295301/understanding-the-math-of-maintenance-planning-and-scheduling
- [S20] Doc Palmer, Plant Services — CMMS due dates vs schedule compliance (80/60 = 75%): https://www.plantservices.com/planned-maintenance/planning-and-scheduling/article/55273719/why-focusing-on-cmms-due-dates-can-lead-to-bad-maintenance-behavior
- [S21] Jason Verly (mygeekdaddy) — summary of SMRP 5.4.14 PM/PdM Compliance, 6th ed. [secondary]: https://mygeekdaddy.net/2023/03/28/maximo-version-of-smrp-pm-compliance/
- [S22] SAP Learning — Confirming Notifications and Orders (IW41/42/44/48, technical confirmation, history): https://learning.sap.com/courses/exploring-business-processes-in-sap-s-4hana-asset-management/confirming-notifications-and-orders_a770ddba-efe8-4cec-8153-085703160e68
- [S23] SAP Help — Completion Confirmation (contents, partial/final): https://help.sap.com/doc/b183ce53118d4308e10000000a174cb4/700_SFIN3E%20006/en-US/18f4b853dcfcb44ce10000000a174cb4.html
- [S24] SAP KBA 2913800 — TECO effects (written for production orders): https://userapps.support.sap.com/sap/support/knowledge/en/2913800
- [map B] https://erp-docs.com/wp-content/uploads/2024/01/sap-pm-important-tcode-for-master-data-maintenance.pdf
- [map E] https://community.sap.com/t5/enterprise-resource-planning-blog-posts-by-members/standard-sap-plant-maintenance-reports/ba-p/13300346
- [map I] https://www.tcodesearch.com/transaction-codes/PM/list
- [map K] https://sapfi.eu/en/sap-transaction-codes/
- [P1] https://www.sap-tcodes.org/tcode/ipmd.html ; https://community.sap.com/t5/enterprise-resource-planning-blog-posts-by-members/permits-part1/ba-p/13303675
- [P2] https://www.tcodesearch.com/transaction-codes/PM-WCM/list ; https://help.sap.com/doc/saphelp_nw70/7.0.12/ja-JP/30/12700e46b611d4a7850060087a7a74/content.htm?no_cache=true
- [P4] https://userapps.support.sap.com/sap/support/knowledge/en/2587998 ; https://community.sap.com/t5/enterprise-resource-planning-q-a/work-center-capacities-not-reduced-in-cm01-but-pm-order-is-displayed/qaq-p/12101201
- [P6] https://fioriappslibrary.hana.ondemand.com (SAP Fiori Apps Reference Library, S/4HANA 2025 FPS02)
- [P7] https://userapps.support.sap.com/sap/support/knowledge/en/2810901 (SAP KBA 2810901, seen via search)
Verification log
- Verified by: [owner] | Date: [ ] | Notes: [ ]