Archibus SaaS / Maintenance
Role-Based Overview of the Maintenance Module
The Typical Corrective Maintenance Workflow topic and Typical Preventive Maintenance Workflow topic outline using the various tasks manage on demand (reactive) maintenance and preventive maintenance from start to finish.
Typically, these tasks will be performed by several different types of users and these users will sign into Archibus SaaS to access just the tasks appropriate to their role.
As an alternative overview, this topic lists the roles and their major tasks for preventive maintenance and on demand work.
Since operations vary at each site, the following categorization should be used as a general guide. At your site, roles and tasks might be broken down differently that outlined below. For example, the tasks of the facility manager, maintenance manager, and supervisor might be combined into one role at your site.
Facility Manager
Develop Facility Background Data
Develop Maintenance-Specific Background Data
Develop Labor-Related Background Data
Client / Requestor / Staff
Verify that work was completed
Record satisfaction with the completion of a request
Maintenance Manager
Define Procedures, Steps, and Resources
Assign Procedures to Equipment and Locations
Schedule Preventive Maintenance
- Define PM Schedule Groupings (Optional)
- Generate and Edit Schedules with the Define PM Schedule Dates by PM Schedules task (Optional)
- Understanding the Scheduling Options (Concept)
- Understanding the PM Scheduling Routine (Concept)
- Scheduling with Date Ranges (Concept)
- Review PM Schedules
Manage Schedules with the PM Planner
Business Manager
Approve Work Requests and Assign to Work Orders
Reject or Cancel Work Requests
Dispatcher
Supervisor
Track Craftspersons Hours and Costs
Add and Schedule Craftspersons
Track Craftsperson Assignments
Assign Work Requests to Work Orders and Issue the Work
Create a New Work Request by Copying and Linking
Get Work Request Information to the Person Doing the Work
Update Work Requests with Details from the Job
Update Work Requests and their Labor Assignments
Track Work by Division and Department
Benefits of Updating Additional Information for Work Requests
Verify Completed Work Requests
Redline Floor Plans and Photos
Craftsperson
Update the System with Details about the Job
Create a New Work Request by Copying and Linking
Add Another Craftsperson Assignment
Complete Work Requests and their Assignments
Redline Drawings and Photos for Work Requests
Review Reference Documents for a Work Request
Call Center
Service Desk Manager
Determine Ordering Sequence of SLAs
Inventory Manager
Developing tools and equipment is also listed under the Facility Manager role, where it is part of developing background data.
Develop an Equipment Inventory
Manage Purchase Orders for Parts
Compare the Electronic Inventory and Physical Parts Inventory
Manually Adjust the Parts Inventory
Analysts and Others Requiring Reports
System Integrator / System Administrator
Service Level Agreements
- Understanding Service Desk Steps
- Understanding Service Desk Roles
- Manage Service Desk Steps
- Manage Service Desk Roles
- Service Desk Role Helper
Maintenance Console
- Set Application Parameters for the Maintenance Console
- Add Fields to the Maintenance Console's Search
- Security Groups for the Maintenance Console
General