Physical Asset Management 101: The Basics Training Course

 

PAM 101 The Basics

INTRODUCTION:
Every person in the organisation that uses or maintains equipment must learn that modern business and  is dependant on the performance of physical assets. It is generally accepted since the earliest times that ownership and use implies some responsibility.  Unfortunately this has been overturned in some organisations. All the responsibility for even the most basic care of physical assets has shifted to maintenance. The role of the user/operator/owner is relegated to pushing buttons and pulling levers. In fact in some organisations operations are forbidden to even clean equipment or assist or observe the maintainer during a breakdown!  They abandon their equipment when if fails or goes for service. The result is that operators knowledge of their equipment remains superficial.

Maintainers are often overwhelmed by frequent breakdowns and therefore lack the capacity to perform the routine maintenance which is intended to detect the early warning signs of deterioration and failure. Work quality is sacrificed under conditions of extreme time pressure to reduce breakdown repair times. Unfinished work, temporary repairs and lack of maintenance work standards are a breeding ground for further breakdowns.
Many of these failures were preceded by signs of deterioration that could have been detected if operators were more observant and knew a little more about the equipment. Artisans could also have done better inspection were they not besieged by breakdowns and knew what to look for. Few operators or maintainers ever read the equipment manual, and even less study them.  A great amount of precision goes into the design and manufacture of modern equipment. It is however appalling to see the lack of precision and discipline that operators and maintainers practice in the workplace.
Some organisations try to overcome these problems by implementing sophisticated CMMS systems, high tech condition monitoring, TPM, RCM, tribology, terotechnology, etc. None of these tools and approaches will achieve much in environments where the basic principles of physical asset management are neglected.

Maintenance and operations must learn that they are inseparable, like the two sides of a coin. They must clearly understand their respective roles and then integrate their efforts to achieve world class physical asset management.

TARGET AUDIENCE
Every person in the organisation that uses or maintains physical assets and all those that interface with the maintenance or operations department such as:

Maintenance supervisors, 
Maintenance craftsmen/artisans
Technicians 
Operations supervisors
Operators 
Maintenance support assistants
Safety officers
Environmental officers
Procurement officers
Quality controllers
Process controllers

COURSE OBJECTIVES
After completing this workshop learners will better understand:

• How physical assets affects the business
• The effects of failures and the risks associated with failure events
• Why it is important to anticipate failure events
• The different types of failure events, their causes and physical mechanisms
• How maintenance and operating practices affect the reliability
• The importance of detecting and eliminating abnormal deterioration
• The benefits of restoring equipment to optimal conditions and maintaining them in that state
• The importance of compliance with equipment conditions of use
• The types of routine maintenance and why condition based maintenance is preferred
• The role of the operator and maintainer in the implementation of routine maintenance
• The role of auditing to ensure compliance with maintenance and operating standards
• Why it is important to use a standard, formal process to report abnormalities
• How and why work is prioritised and how priorities impact planning, procurement, scheduling
• The purpose and benefits of planning maintenance work
• The impact of planning on work quality, the 4Ms of quality
• The purpose and benefits of scheduling
• Work execution, efficiency and quality factors
• Job feedback, essential data and the purpose of recording job data
• What are the cost drivers of physical assets and what should be done to reduce the cost of operating and maintaining physical assets

TRAINING METHOD
Facilitated by an experienced physical asset management specialist, the seminar is conducted as a highly interactive work session, encouraging participants to challenge the concepts and question their own paradigms. The learning is supported by real life scenarios and analogies that enable learners to relate the learning to their practical situation.  Each delegate receives a colour printed workbook containing all the presentation material. Learners are also required to complete an assignment within seven days of the conclusion of the programme. The assignment is structured in such a manner that it motivates the learner to review the material and thereby reinforce the learning. Learners that complete the assignment correctly are awarded a certificate of competency. The expectation is that all people involved with maintenance and operations of physical assets should acquire this fundamental competency 

TOPICS
Day One

INTRODUCTION

  • What do organisations expect from physical assets?
  • What happens when organisations defy best practice physical asset management?
  • Physical asset management facts and fallacies

TEN STEPS TO FAILURE MANAGEMENT

  • Step 1 Know the physical asset
    What it is in terms of parts, components, systems and assembly
  • Step 2 Know how the asset is supposed to behave
    Understand the role of the asset in your process or business
    Quantify the role in terms of performance, quality, efficiency, safety, etc.
  • Step 3 Know when the asset has failed
    What does 'failure' mean
    What happens to physical assets when people do not know what 'failure' means
  • Step 4 Know what events already have and are still likely to cause failures
    Causes related to normal deterioration
    Causes related to accelerated deterioration
    Causes related to maintenance and operating errors
  • Step 5 Understand the effects and risk associated with failure events
    What happens when a specific event occurs
    What type of consequence does the business suffer
    How likely is this event to happen
    How severe is the consequence
    What is the level of risk
    What is a hidden failure risk
  • Step 6 Understand precisely how the failure event develops
    What is 'normal wear and tear'
    What is accelerated 'wear and tear'
    What failure events are associated with usage and ageing 
    What failure events are not related to usage and ageing
    Why many failure events are more likely to occur after maintenance/startup
    The main causes of accelerated deterioration, infant mortality and random failure
  • FAILURE MANAGEMENT Step 7
  • Know the types of routine Maintenance
    Preventive maintenance
    Condition based (Predictive)
    Function testing / failure finding
    Step 7 Understand the application of PM
    Feasibility criteria
    Advantages
    Disadvantages
  • Understand the types and application of condition based maintenance
    Condition monitoring
    Performance monitoring
    Product monitoring
    Inspection using human senses
    Degradation analysis
    Feasibility criteria
    How the operator can apply condition based maintenance
  • Understand function testing and failure finding
    What are fail-to-safe devices
    How to maintain devices that are not fail-to-safe
    How operators and maintainers can reduce the risk of multiple failures
  • Why a once-off change is often the only way to reduce the risk of failure
    When should the capability of maintainer or operator be improved
    When should procedures be improved (Operating, maintaining, procurement, etc)
    When should the design be improved (configuration change)
    Maintainability and operability improvements
    The role of the operator and maintainer in improvement
  • Why tolerating the failure event is sometimes the best option
    Feasibility
  • Step 7 Role clarification
    Operations
    Maintenance
  • Step 8 How do we know if our failure management policies are effective
    What does 'due diligence' mean to physical asset management
    Review PAM Facts and Fallacies
    Why the best failure management policies fail
    What are 'past sins' and how they render policies ineffective
    Correcting 'past sins'
    Audit checklists to support the auditing process

WORK PLANNING AND CONTROL Step 9 and 10

  • What are Notifications and Corrective Action Requests
    What are they used for
    Notification/CAR process, roles and principles 
    Problems with CARs and notifications
    Work priority policy guidelines
    Notification System Characteristics
    One standard system for the whole organisation
    Accessible 24/7 to all people that interface with physical assets
    Only means of raising work, reporting deviations, failures, abnormalities
    Why every sign of deterioration, deviation, imperfection should be recorded
  • Planning
    Reasons and benefits of planning
    The three critical outcomes of a maintenance job
    Planning drivers and planning outcomes
    Why quality is a planning driver
    The role of the foreman and artisan in planning
    The 4Ms of quality maintenance
    Planning checklist
  • Scheduling
    Reasons and benefits of scheduling
    Scheduling success factors
    Role of operations, planning and supervisor in scheduling
    Capacity planning
    How maintenance and operations should work together to exploit opportunities
    Why operations, and maintenance should commit to a schedule
  • Work execution and feedback
    Organise the daily workload and logistics 
    Dealing with breakdowns and unplanned work to minimize impact on scheduled work
    Why the artisan should follow a structured approach to fault finding
    How to improve fault finding and repair times when unanticipated failures occur
  • Work quality control measures 
    What is the meaning of 'completed work'
    Work quality drivers and outcomes
  • Job card feedback and analysis 
  • How to reduce the cost of maintenance
    Understand maintenance cost drivers and controllable factors
    Job labour cost drivers and how to control them
    Job spare cost drivers and how to control them
    Downtime cost drivers and control
    Artisan/craftsman charge-out rate cost drivers and control


 
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