Archibus SaaS / Maintenance

Maintenance SaaS Module: Overview

The Archibus Maintenance module helps you manage your on demand (reactive) maintenance and your preventive maintenance by providing tools for scheduling employees and outside contractors, budgeting costs, routing work throughout the system, updating the system with details about completed jobs, and assessing performance and response.

Note: The Maintenance module includes the Maintenance mobile app and the OnSite mobile app. Craftspersons and technicians in the field can access and update work requests using these tools or the views of the Maintenance module.

Concepts

Workflow Overviews

• Typical Workflow for Corrective Maintenance
• Typical Workflow for Preventive Maintenance
  
• Role-based Overview of the Maintenance Module
• Typical Workflow for a Parts Inventory

General Concepts

• Maintenance Console
• Labor Scheduler
• Unscheduled Work
• Tracking a Craftsperson's Hours and Costs
• Tracking a Craftsperson's Daily Schedule
• Using Microsoft Exchange with Craftsperson Schedules
• Unscheduled Work
• Getting Work Request Information to the Person Doing the Work
• Track work by Division and Department
• Storing Parts in Multiple Locations
• Work Logs
• Using the Maintenance Console with BMS Integration
• BIM Viewer

Preventive Maintenance Concepts

• Preventive Maintenance Procedures and Steps
• Preventive Maintenance Scheduling with Date Ranges
• Preventive Maintenance Scheduling Options
• Understanding the PM Scheduling Routine
• Understanding the PM Work Order Generation Routine

Workflow (SLA) Concepts

• Service Level Agreements (SLAs)
• Request Types
• Service Desk Steps
• Service Desk Roles
• Service Desk Role Helper

Typical Workflow

You can take an incremental approach to managing your maintenance work with the Maintenance module. For example, you can:

• start off managing maintenance work as it arises (on demand) and then later integrate a preventive maintenance system.
• integrate a parts inventory management system once your maintenance system is up and running.
• integrate the Maintenance mobile app from the beginning, or add it in at a convenient point.
• start with a simple workflow and then add in more advanced routing for specific situations.

If you have started managing reactive maintenance work with Archibus Foundations, you can build on the data that you have already established.

Below is a general approach to take. Each step or bullet corresponds with a process of the Maintenance module. See the "Workflow Overview" topics listed at the top of this topic for more detailed overviews.

1. Develop the validating background data
   • Facilities-Related
   • Maintenance-Related
   • Labor-Related
2. Define maintenance workflow.
3. Define preventive maintenance procedures.
4. Optional: Create and maintain a parts inventory.
5. Staff report maintenance problems (Corrective Maintenance process)
6. Manage reactive and preventive maintenance work.(Corrective Maintenance process)
7. Analyze maintenance reports.