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SAP for Maintenance Planners (Virtual Learning) Registration Closed

Many planners came up through the ranks with little training. If they were trained, they learned the basics, but not how SAP relates to their job as a Planner, or their screen configurations. This training is specifically designed for the Planner that uses SAP daily. We will review each aspect of the SAP “must know” planning functions.

This training can also be very helpful for Managers that have Planners reporting to them, so they better understand what Planners should know regarding SAP, to help the Planners generate better quality planned work packages.

Additionally, there are Supervisors, Leads, etc., that unfortunately, are tasked with Planning as well. While this is not optimal, this is a great opportunity to assist them in becoming more efficient by ensuring their SAP skills are enhanced.

Pain Points: (Do these look familiar?)

  • Getting poor quality notifications
  • Not knowing how to plan what is included in the operations list
  • Lack of prework hides chronic failures and prevents proper Root Cause Failure analysis
  • Lack of Task Lists costs both time and effort due to repeated planning of jobs. This negates the continuous improvement process. Plans can’t be adjusted for timing, wrong materials, special tools, or support equipment being omitted
  • Lack of understanding of Operation Relationships affects the scheduling process and leads to lost wrench time and poor utilization of resources
  • Lack of quality setup of Material Masters causes problems with material procurement and proper material identification
  • Lack of proper prioritization of work
  • Not capturing order types prevents creation of KPI and reporting options
  • Lack of prework causes higher costs by not utilizing warranty work, and work done may cancel or void warranty
  • Poor Bill of Materials makes ordering materials more difficult and dramatically increases the time it takes to plan a job. It also makes the final plan less reliable. Bill of Materials is not properly reviewed and maintained as part of the continuous improvement process.
  • Functional Location Object Information Screen is not utilized properly causing extra work

Remote SAP Training (2 days)

  • Planners using SAP
  • Maintenance Team Leads or Supervisors that manage Planners
  • Maintenance Team Leads or Supervisors that have to plan work


Adelia Oakes is a Maintenance and Reliability, Training and Systems Development Consultant with over 30 years’ experience in the onshore and offshore oil and gas industry. Her experience includes working for Shell Oil in various roles, including maintenance management, computer systems design for offshore onboarding and ICS management, flight scheduling applications, knowledge and document management, warehouse design and management and applications for use in Chemical Plants and Refineries.

As a maintenance management consultant, experience includes successful design and implementation of maintenance and reliability programs and change efforts including Work Management (Planning and Scheduling), Maintenance Strategy Development, Root Cause Failure Analysis, Total Productive Maintenance, Reliability-Centered Maintenance, and Continuous Improvement. Additional experience includes design and delivery of custom training programs for Public, Industry client, and the University setting. This includes conducting all of Shell Oil Microsoft Training for over 25 years.


Member: $895

Non Member: $995

Course Outline: 

Includes: workbook, training fee and CEU Credit.

Click Here for more information on the R&M Implementation Certification Program.

Tuesday, July 28 at 8:00am to 4:30pm

Virtual Event
Event Type

Training & Workshops




General Public


RMIC, Reliability, Maintainability, Weibull

Reliability and Maintainability Center


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