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EDWartens UK

Free course · Maintenance

Maintenance Planning, Scheduling and CMMS with SAP PM

The work management skills a maintenance planner is hired for: maintenance strategies, asset hierarchy and criticality (ISO 14224), the work-order lifecycle, job planning and work packs, weekly scheduling, backlog and KPIs such as MTBF, MTTR and schedule compliance, spares and kitting, PM programmes, a hands-on open-source CMMS, and SAP PM technical objects, notifications, orders and maintenance plans.

See the modules

Free to learn. Verifiable certificate £19 when you pass the final exam (optional, VAT included).

Level
Beginner
Modules
14
Video
17 hours
Price
Free

Outcome

What you will be able to do

Choose a maintenance strategy for an asset; build an asset hierarchy and rank assets by criticality; screen and prioritise work requests; plan a job with steps, crafts, hours and a work pack; build a weekly schedule from forecast crew hours and measure schedule compliance; manage backlog and calculate MTBF, MTTR, availability and PM compliance; set reorder points and judge critical spares; write and size a PM programme; set up equipment and recurring maintenance in a CMMS; and work with SAP PM functional locations, equipment, notifications, orders, task lists and maintenance plans, including call horizons and shift factors.

  • Choose a maintenance strategy per asset and explain how planning raises wrench time
  • Build an asset hierarchy on the ISO 14224 taxonomy and rank assets by criticality
  • Screen work requests, rank the backlog with a priority index and close orders with failure codes
  • Plan a job with steps, crafts, duration, labour hours and a complete work pack
  • Forecast crew hours, load a weekly schedule and measure schedule compliance and backlog
  • Calculate MTBF, MTTR, availability, PM compliance, reorder points and critical spare risk
  • Write and size a PM programme, and set up equipment and recurring PMs in Odoo Maintenance
  • Work with SAP PM functional locations, equipment, notifications, orders, task lists and maintenance plans

Software

A spreadsheet (LibreOffice Calc is free) for schedules, backlog and KPIs. Odoo Community with its Maintenance app (free, open source, LGPL-3) for the CMMS exercises, installed locally or with Docker. SAP is shown on video and in the notes; the course does not provide SAP system access, and SAP Learning's free online courses are a good next step.

Hardware

None. Any laptop that runs a browser and a spreadsheet is enough; running Odoo locally needs about 4 GB of free memory.

Syllabus

14 modules

Each module has video lessons, notes and a short quiz. The final exam closes the course.

  1. 1Maintenance strategies and why planning pays3 lessons
  2. 2Asset hierarchy, master data and criticality4 lessons
  3. 3Work identification, notifications and priorities5 lessons
  4. 4Job planning: scope, estimates and work packs6 lessons
  5. 5Scheduling: weekly and daily schedules and compliance7 lessons
  6. 6Backlog management and maintenance KPIs4 lessons
  7. 7Spares, MRO stores and kitting4 lessons
  8. 8Preventive and condition-based maintenance programmes4 lessons
  9. 9CMMS: choosing one, data quality and hands-on with Odoo5 lessons
  10. 10SAP PM foundations: organisation and technical objects4 lessons
  11. 11SAP PM corrective maintenance: notifications and orders4 lessons
  12. 12SAP PM preventive maintenance: task lists, plans and scheduling4 lessons
  13. 13Shutdowns, turnarounds and improving the maintenance system4 lessons
  14. 14Final assessment1 lesson

How it works

How this course works

  1. Watch the video lessonsOne module at a time, at your own pace.
  2. Take the module quizA short quiz at the end of each module shows what stuck.
  3. Keep your notesWrite in My notes beside each module and ask the trainer if you are stuck.
  4. Sit the final examPass it once you have been through the modules.
  5. Certificate, if you want oneOptionalPaid, and only after you pass. Anyone can check it online.

Certificate

An optional certificate when you pass

Learning is free. Pass the final exam and you can have a certificate for £19, including VAT, with a number employers can check online. It records that you completed a free online course; it is not a regulated qualification or a CPD certificate.

  • Your name, the course, its study time and your final exam score
  • A unique certificate number and a QR code to its verification page
  • Issued by Wartens Ltd; add it to your LinkedIn profile in one click
  • Pay now or after you pass: it is issued the moment you pass the final

How the certificate works

Sample certificate for Maintenance Planning, Scheduling and CMMS with SAP PM

Credits

Who made the lessons

The video lessons belong to their creators. EDWartens wrote the study plan, notes, quizzes and the final exam.

  • IDCON Reliability and Maintenance

    the planning and scheduling series: why plants need it, management's role, initiating and screening work, priorities, scoping, standard job plans, work packages, the planner's and scheduler's jobs, scheduling meetings, cutoff times, backlog, the technical database, and shutdown and turnaround strategy and scheduling

  • Reliability Academy

    PS100 lessons on what planning and scheduling is, its value, the principles of maintenance planning, and scheduling as a continuous process

  • SAP dude

    the SAP PM/EAM tutorials on functional locations, equipment, notifications, work orders, BOMs, measuring points, scheduling parameters, preventive maintenance, MRO kitting, work packs, PM versus EAM, and the phase-based maintenance process in S/4HANA

  • SAP Help and Learning

    SAP's own overview demo of asset and service management

  • Odoo

    the official Maintenance app tour and the lessons on maintenance requests and recurrent maintenance

  • Cybrosys Technologies

    the walkthrough of the Maintenance module in Odoo 19 Community

  • Limble

    the complete guide to what a CMMS is, building a preventive maintenance plan, and the spare parts inventory webinar

  • MaintainX (An Autodesk Company)

    building a preventive maintenance programme from scratch

  • Tractian

    calculating MTBF, MTTR, availability and downtime from maintenance data

  • UpKeep

    Ricky Smith on what ISO 14224 says about structures and hierarchies

  • Spartakus APM

    asset master data with ISO 14224, MRO inventory balance, and preventive maintenance optimisation

  • Reliabilityweb TV

    the PM optimisation talk 'PMO like a PRO'

  • Joe Kuhn

    a beginner's look at asset criticality and how it drives plant results

  • JAES Company

    what maintenance, repair and operations (MRO) spares are and how their supply chain works

  • RS Engineering Insights

    reactive, preventive and predictive maintenance compared, which opens the course

  • Nauci me

    creating a task list and a maintenance plan in SAP, step by step

  • Learn with EngrWaqas

    plant shutdown management with Primavera P6

Questions

About this course

What is this maintenance planning and SAP PM course?
It is a free-to-learn online course in maintenance planning and scheduling, CMMS use and the core of SAP PM (now SAP S/4HANA Asset Management). It covers strategies, asset hierarchy and criticality, work orders, job plans, weekly schedules, backlog and KPIs, spares, PM programmes, a hands-on open-source CMMS, and SAP functional locations, notifications, orders and maintenance plans.
Who is the course for, and what do I need to know first?
It is for maintenance technicians, supervisors and engineers moving into planning, and for graduates aiming at maintenance planner or SAP PM end-user roles. Basic arithmetic and a spreadsheet are enough; no SAP access or planning experience is needed.
Does the course give SAP access or an SAP certification?
No. It teaches the SAP PM concepts, objects and transactions on video and in the notes, so you can follow an SAP site and an interview, but it gives no system access and does not lead to an SAP certification. SAP Learning's free online courses, such as Exploring Preventive Maintenance in SAP S/4HANA Asset Management, are a good next step.
Which software do I use?
A spreadsheet such as LibreOffice Calc for schedules, backlog and KPIs, and Odoo Community with its Maintenance app (free and open source) for the CMMS exercises, installed with the official Docker image or the packages from odoo.com. Every calculation can also be done on paper.
How long does the course take, and is it free?
About 17 hours at your own pace, of which about 10 hours is video, plus about 10 hours for the optional project. Every module, the notes, worked problems, practice tasks, project and final assessment are free to learn.
What certificate do I get, and how is it verified?
You get a verifiable certificate of completion when you finish the modules and pass the 15-question final at 60 percent. It has a unique certificate number, a QR code and a public verification page that shows the course, the modules covered and your final score. It is a completion certificate, not an SAP, SMRP (CMRP) or other professional credential.
Which standards and metrics does the course use?
The asset hierarchy follows the ISO 14224 taxonomy, the KPIs follow the definitions used in EN 15341 and the SMRP best practice metrics, and the SAP content follows SAP S/4HANA Asset Management. Standards are explained in our own words; no standard text is reproduced.
What jobs does it prepare me for?
It prepares you for maintenance planner, maintenance scheduler, CMMS or SAP PM key user and junior maintenance engineer roles in plants, utilities, oil and gas, mining and facilities. Employers across the Gulf, Africa and Asia that run SAP PM or another CMMS look for exactly these work management skills.

Maintenance engineer path (UK)

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See the whole path

The Professional Module is five live days of Siemens PLC, HMI and SCADA with an instructor, then a resume session and a CPD certificate.

See the Professional Module