a The ROAD To Reliability
a Standardizing maintenance work order descriptions will assist in increasing machine reliability.
  By Guy Jubert, Pepsi-Cola Latham Manufacturing Co., and Herb Tiede, HSB Reliability Technologies, Inc.
a      If you want to get useful reliability reports out of your CMMS, then you must train your workers to write work order descriptions that permit valid reliability analyses.
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     All items will fail at some time. However, maintenance professionals must aim to ensure that the failure does not come before the designed time, or if a failure occurs, that it is not catastrophic and that the unit can be fixed and put back into operation as quickly and economically as possible. 
     Maintenance plays its role in the reliability game under the "set of conditions" portion of the definition, where the terms of maintenance are spelled out to get the predicted mean time between failures rate (MTBF). For example, the owner/user of a machine must change air filters every 500 operating hours, drain and flush gearboxes every 6 months or when oil is contaminated with water or product, and replace clutch pads every 1000 hours of operation, plus perform a host of other tasks specified by the manufacturer.
The first step
     If specified preventive maintenance (PM) tasks are not executed in a thoroughly disciplined manner, the basic design conditions have been violated. The results of these omissions will cause failures in subassemblies, and the full useful life of the machine will not be achieved. This situation leads to the first step toward achieving the goal of reliable machines: Perform thorough and disciplined preventive maintenance tasks in accordance with the manufacturer's specifications. Because the manufacturer's design engineers understand the reliability designed into the machine, they generally know how the machine should be maintained. Required tasks are spelled out in operations and maintenance manuals supplied by the manufacturer and are often part of warranty provisions.
     Along with doing PM tasks, the maintenance department must keep good PM records to make a claim on the warranty. The PM tasks must be done by trained technicians who are empowered and will look for additional problems without being directed and monitored through every step. Good maintenance technicians can be developed through the use of good management tools: standards, training, good pay, rewards, appreciation, and management interest and concern. These practices increase the chances to achieve high reliability.
     Good technicians use all their senses to diagnose potential problems and then, on their own initiative, take the necessary action before failures can occur and cause downtime.
     For example, a mechanic assigned to repair a small metering gauge found debris in the metering vanes and cleaned it out. He could have stopped right there because he had accomplished his assigned task, but he went further. He traced the supply line and found two strainers that had not been serviced properly. He commented on the work order that the strainers should be serviced more frequently by trained personnel. He had a sense of reliability and understood the "system process." (There was no chance of this debris entering a finished product.)
The second step
     To recap, preventive maintenance satisfies warranty provisions and provides valuable insight into potential problems that could cause downtime. This principle leads to the next step: keeping records of PM-generated, failure, or project work. All machines fail or have minor problems corrected by conscientious workers. Their labors must be documented, usually into some sort of computerized maintenance management system (CMMS). At this point reliability concerns are often neglected. The RIRO role is forgotten--reliability in, reliability out--to plagiarize the old adage: garbage in, garbage out (GIGO).
     For the information in maintenance history files to be used for reliability purposes, it must be put into the system in a manner that permits extraction and analysis. Our approach to this situation is to use the concept of reliability oriented analytic description (ROAD). Simply put, get on the ROAD if you want to achieve high machine reliability. It sounds corny, but it works, and that is the bottom line.
     The ROAD description contains basic information for making valid conclusions involving machine reliability. All technicians do not have to know the detailed mathematics of reliability engineering, but if they prepare good, sound descriptions, the data will be available to personnel who have those skills. 
     The description consists of several interrelated parts, written in standard English and in the following prescribed order and format. Each part has its own formula.
  • What was done? Use the past tense of an active verb to tell what was done to an object in a detailed technical sense. Examples: "Replaced two outer bearings on the infeed conveyor." "Rebuilt #15 snift valve." "Inspected docks in the warehouse area for safety compliance." The What formula: verb in past tense plus a specific object.
  • Why was it done? Explain the reason for the work. State why this particular object failed or describe the failure mode. Examples: "(Lack of lubrication caused races to wear.)" "(Side support was broken by fork lift.)" "(Pump impeller was worn from excessive cavitation.)" Using parentheses around the cause is a useful convention to help identify the statement as a "cause" when the problem is analyzed in the future.
     Further, most CMMSs permit the classification of work by Cause Code; a cause code should be used in addition to the full cause statement. This code will assist in locating and collating work by cause. However, cause codes are not a substitute for the full cause statement because codes are too narrow and restrictive to provide the necessary insight into what is actually happening to the basic machine.
     Cause codes alone do not solve the analysis problem; no one person can reconstruct what happened from memory alone just by using the codes. Therefore, referring to a failure analysis report is appropriate and helpful. In addition, key words can be inserted in the descriptions to help in classification, future recovery, and report preparation. Some possibilities are "OSHA," "Fire," "Safety," "ISO 9000," or just "ISO," and "TQM." Searching the description files for key words will produce reports of special significance to the insurance agent, the safety manager, or the risk management analyst. But the RIRO formula applies: you have to put it in to get it out. The Why formula: (Cause) in parentheses.
  • When was the work done? The standard repair work order form provides the date the work was done and the work time. This information is fine for work-time accounting, but it does not satisfy the reliability engineer. He needs to know when the machine failed in terms of operating hours. For example, "The coupling failed after 9053 hours of operation." For this type of data to be collected, machines that need reliability analysis must be equipped with hour meters or counters. These meters are relatively inexpensive and can easily be mounted on most machines.
     For example, (OH 0040049) reports that an event occurred at 40,049 hours of operation. A conscientious effort to collect and report this information will enable the reliability engineer to calculate an accurate MTBF rate for the equipment. This result can then be used to determine realistic reliability evaluations based on concrete, measured data. In turn, these data can be used to verify and justify warranty claims with the manufacturer. The data also can be used for setting specifications for new machines and negotiating price and warranty provisions. The When formula: (operating hours, OH) in parentheses.
  • Where was the work done? On the line? In the maintenance shop? By an outside vendor? Example: "Re-installed gearbox rebuilt by XYZ Vendor on the incline conveyor." This type of data is recorded by exception and is used only for out-of-normal cases. Most work will be done on the line by your own personnel, but in 6 months it could be useful to know that a particular job was done by a certain vendor away from the plant. Again, RIRO applies. The Where formula: an exception item; use when needed.
  • Who did the work? This key element is often overlooked in reliability analyses. The information is usually available on the work order but is seldom entered into the historical database as part of the work description. Reliable maintenance workers are associated with reliable machines, and vice versa. Documenting this key information produces personnel insights often overlooked in the maintenance business. A simple way is to record the initials of the workers on the job: "(PRS)," "(WWB)," "(RFP)." The Who formula: (initials of technicians doing work) in parentheses.
  • How was the work done? Any special events or problems encountered in the process of completing the work should be recorded. A full detailed report is not necessary, just a note showing that a particular job involved a special situation. Examples: "Job delayed by power outage in power plant failure." "Parts truck had an accident while delivering needed sprockets and chain." The How formula: an exception item; use when considered appropriate and useful in the future.
     It is not a simple matter to get maintenance workers to change their habits and adopt a new and very structured format for writing descriptions. They must be convinced that the effort will produce reports that will help them do a better job. One approach is to remind them that they are, in effect, writing history for some future research analyst. Their perspective can be: Will this description make sense to someone else 12 months from now? 24 months? If not, they should do it over again until it does. Getting good technical descriptions is tough work and requires training, coaching, and patience. (See accompanying section for some examples.)
     Disciplined PM by trained, dedicated workers can put a plant on the path to reliable machines and equipment, the foundation of higher production rates. A systematic work-done program, with work recorded in the ROAD format, will provide the essential data for reliability analysis, regardless of the CMMS used. In turn, this analysis can provide even higher levels of reliability and machine uptime. In short, RIRO rules in any of these systems. The next level of maintenance, predictive maintenance using special instruments, can be enhanced with a good solid PM program backed with descriptions in the ROAD format. Get on the ROAD to higher productivity, safety, and profit.
EXAMPLES OF USEFUL ROAD ENTRIES
  • Rebuilt #15 filler valve in shop and installed in Line 3 filler. (O-ring seals failed; it appears that the material just disintegrated) (OH 012232) (CBB)
  • (OSHA) Installed new protective guards on V-belt drive. (Old Plexiglas guards cracked and discolored) (OH 23371) (ABC)
  • Cleaned and tightened all electric terminals to controller. Applied conductive antiseize compound. Reset breaker. (All connectors were loose and corroded; some showed hot on thermo-gun) (OH 01233) (PAW) Requested task be put on PM schedule to check semiannually.
  • (ISO 9000) Recalibrated seamer to manufacturer's specs. (Variations too large) (OH 2003) (GJ)
  • (EPA) Recleaned all drains to ensure free flow of water. (First cleaning did not get dirt in traps) (AFF) Requested task be put on PM schedule for monthly inspection and cleaning.
  • (Fire) Inspected spare parts bin for fire safety. Ordered new fire-proof container for rags. (AMP)
  • Replaced D-50 sprockets and Acme chains on the Jiffy Packer. (Worn out in use) (OH 55020) Replaced with noncorrosive, sealed O-ring chain. (CMM) New chain costs twice as much as old chain, but expected long life and reliability suggest that expense will be worth it.
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Guy Jubert is maintenance manager for Pepsi-Cola Latham Manufacturing Co. Herb Tiede was formerly a reliability management engineer for HSB Reliability Technologies, Inc. He is presently president of NDM Consulting Company, working on selected projects in maintenance and management. He can be reached at ndmconsult@comcast.net
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