Maintenance / Corrective Maintenance
Maintenance / Preventive Maintenance
Sustainability & Risk / Compliance

Concept: Comparing Extended Questionnaires in Compliance and Maintenance

Both the Maintenance and Compliance applications take advantage of the extended questionnaire technology to support maintenance checklists and compliance surveys/questionnaires. This topic compares the use of extended questionnaires in the two applications

Goals

In both applications, extended questionnaires support many of the same goals . However, there are differences, as noted below.

Goal Maintenance Compliance

Support safety requirements with maintenance checklists

Yes

Yes

Support compliance requirements with asset-related checklists

Yes

Yes

Input and report on important asset attribute values with asset-related questionnaires

Yes

Yes

Establish a robust compliance program

No

Yes

Track compliance programs, requirements, and outcomes

No

Yes

Create and link simple questionnaires to work requests

Yes

Yes

Create and link complex questionnaires to compliance events and work requests

No

Yes (need Maintenance application to see events in work requests)

Comparison

The following summarizes differences between maintenance checklists and compliance surveys.

Issue Maintenance Checklists Compliance Surveys

View to define questionnaires.

Note: Each view's filter includes the appropriate options for surveys or checklists.

ab-pm-checklist.axvw

Define Maintenance Checklists

ab-comp-checklist.axvw

Define Compliance Surveys
Supports defining both maintenance checklists and compliance surveys

No. The Define Maintenance Checklists task lists only maintenance checklists.

 Yes. The Define Compliance Questionnaires task includes both checklists and compliance surveys.
Question Types supported Time and Lookup questions are not supported. All
Archibus platform for field personnel completing questionnaires

Maintenance Console view

Maintenance mobile app

OnSite mobile app

Several Compliance views

Compliance Survey mobile app
Follow-up questions and actions

Standard options:

  • prompt for comments
  • prompt for photos
  • prompt to create a service request.

Same standard options as Maintenance:

  • prompt for comments
  • prompt for photos
  • prompt to create a service request.

Plus, multi-level follow-up:

  • questions of all question types
  • actions including workflow rules, service requests, and full range of action items.

See Add Follow-up Questions and Actions
How assigned to field personnel
  1. Assign checklists and compliance questionnaires to maintenance SLAs. Generate work requests (based on SLA) and assign to craftspersons in the standard way.
  2. When craftsperson syncs, Archibus generates events (action items) for the checklists by copying the information from the work request to the event so the checklist and work request are linked.
  3. When the craftsperson accesses their assigned work request in mobile, they access the checklist.

Optionally, for PM work requests, you can assign a checklist directly to a PM Step.

  1. Assign compliance questionnaires to compliance requirements and contract terms.
  2. Define and generate events for requirements and contract terms.
  3. Questionnaires are assigned to staff through staff's assignments to events.
Value of the activity_type field in the questionnaires_ex table MAINTENANCE - EVENT

COMPLIANCE - EVENT

See Also

Compliance Surveys: Overview

Maintenance Checklists: Overview

Concept: Use Compliance Questionnaires with Maintenance Workflow