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Learn about SoftExpert Maintenance

 

Welcome!

SoftExpert Maintenance allows for managing all maintenance, calibration, and verification processes conducted by an organization, ensuring that tools, gages, parts, and other assets are efficiently managed, which includes scheduling, documentation, planning, analysis, meter reading, and tests on measuring equipment, devices, and standards.

In the maintenance field, the system supports preventive, corrective, and programmed maintenances, as well as maintenances with routes.

  • Preventive: it is a type of maintenance that must be done regularly in order to prevent possible damage.
  • Corrective: it is maintenance specifically done to fix a problem.
  • Programmed: it is a type of maintenance scheduled to happen on a certain date, without recurrence.
  • Route: it is a route with multiple maintenances that must be carried out in order for it to be completed.

In the calibration field, the system handles external and internal calibrations, which work with sophisticated result and data collection tools, such as results per point, type B sources of uncertainty, and measurement data collection.

In the verification field, the system provides a gage evaluation method that allows for regularly checking the state of assets for inspection purposes.

We have put together an article with all the details and answers to frequently asked questions. Click here to access the article.

 

Do you want to learn more? Watch the video to have an overview of the component:

 

What are its characteristics?

When accessing the component, you will see it is divided into the following menus:

Configuration Menu in which the initial configurations of the component are set; they will be used later on to add the other features. Without a procedure type configured, for example, it is impossible to create a procedure.
File Menu used to create standard activities, usage adequacies, causes, defects, service centers, sources of uncertainty, downtime reasons, procedures, resources, and control variables.
Management Menu used to manage activity scheduling, resources control, activity plans, object deletion, and activity programming.
Execution Menu used to execute activities, meter readings, variable readings, and downtime records.
View Menu that gathers the information of all records for an overview.

 

Shall we start?

By following the steps of the flow below, you will be able to configure and operate SoftExpert Maintenance successfully.

 

The first flow follows the configuration and operation of a corrective maintenance:

Document icon with gear, which leads to the step of configuring the model activity type, where the standard activity characteristics are defined. Tool icon with plus symbol, which leads to the step of registering a model activity for corrective maintenance, where the standard activities for failure correction are defined. Document icon with plus symbol, which leads to the step of creating a corrective maintenance activity, where a new maintenance task is registered.

 

The articles that compose the flow illustrate the corrective maintenance process of an organization's machine. Since it is a corrective maintenance, it will be meant for immediately fixing a specific problem on the machine, not a recurring one.

 

The second flow follows the configuration and operation of a preventive maintenance:

Tool icon with plus symbol, which leads to the step of registering a model activity for preventive maintenance, where the standard maintenance activities are defined. Document icon with pencil, which leads to the step of defining the preventive maintenance plan, where the plan is established. Document icon with plus symbol, which leads to the step of creating a preventive maintenance activity, where a new maintenance activity is registered. Document icon with check mark, which leads to the step of executing a preventive maintenance activity, where actions to prevent failures are performed.

 

The articles that compose the flow illustrate the preventive maintenance process of an organization's machine. It is a recurring maintenance, intended to prevent major damage to a machine. It can be used on machines that need to be regularly adjusted or inspected in order to work properly, for example.

 

The third flow follows the configuration and operation of a maintenance with meter and variable reading:

Pen icon with plus symbol that leads to the step of registering a model activity for maintenance, where meters and variables are defined. Document icon with plus symbol, which leads to the step of creating a maintenance activity, where the meter and variables are configured.

 

The articles that compose the flow illustrate a maintenance process with meter and variable reading for an organization's machine. This resource allows meters and variables to be used as points of inspection of an asset. That is, it allows for comparing the actual analysis with the specification values of the asset.

 

The fourth flow follows the configuration and operation of a maintenance route:

Document icon with pencil, which leads to the step of defining the maintenance route plan, where the plan is created. Route icon, which leads to the step of configuring the maintenance route, where the directions for the service are defined. Document icon with check mark, which leads to the execution step, where the maintenance route activities are performed.

 

The articles that compose the flow illustrate a maintenance process involving a sequence of activities carried out on a production line. This resource refers to the maintenance of various assets or points within a comprehensive area. It works as a checklist for maintenances.

 

The fifth flow follows the configuration and operation of a third-party calibration with results per point:

Tool icon with plus symbol, which leads to the step of registering a model activity for external calibration, where a new calibration activity is registered. Torn document icon, which leads to the plan creation step, where the calibration plan for external calibration is created. Building icon with location marker, which leads to the step of defining the service center for external calibration, where the location to perform the calibration is chosen. Document icon with plus symbol, which leads to the step of creating the external calibration activity.

 

The articles that compose the flow illustrate a third-party calibration on a micrometer with results per point. Conducted outside of the organization, it is controlled by SoftExpert Maintenance through values received from a third-party certifying body. The values received allow for determining whether the asset meets the specified parameters.

 

The sixth flow follows the configuration and operation of an internal calibration with measurement data collection:

Pen icon with plus symbol, which leads to the step of registering a model activity for internal calibration, where a new calibration activity is registered. Chart icon with plus sign, which leads to the step of creating a calibration plan, where the calibration parameters and objectives are defined. Building icon with marker, which leads to the step of defining the service center, where the service location is selected. Document icon with plus symbol, which leads to the step of creating a calibration activity, where a new calibration activity is started.

 

The articles that compose the flow illustrate the internal calibration of a micrometer with measurement data collection. The calibration is carried out inside the organization itself, with a technician's validation and reading. The calibration standard used by the technician is specified in the system record. The objective is to maintain the asset with the expected readings.

 

The seventh flow follows the configuration and operation of a simplified calibration:

Tool icon with plus symbol, which leads to the step of registering a model activity, where the simplified calibration is performed. Torn document icon, which leads to the plan creation step, where the calibration plan for external calibration is created. Building icon with location marker, which leads to the step of defining the service center, where the service location is specified. Document icon with check symbol, which leads to the step of creating an external calibration activity, where a new calibration activity is executed.

 

The articles that compose the flow illustrate the simplified calibration of a micrometer. Since it is simplified, the calibration has a basic table, which only allows for adding the desired value and the acceptable deviation, making for an uncomplicated calculation.


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