Archibus SaaS / Maintenance / Maintenance Console
Corrective Maintenance / Maintenance Console
Corrective Maintenance / Maintenance Mobile App
Preventive Maintenance / Maintenance Console
Preventive Maintenance / Maintenance Mobile App

Working from the Maintenance Console or from the Maintenance Mobile App: Overview

Both supervisors and craftspersons can work from the Maintenance Console, or work from the Maintenance mobile app. See:

• Maintenance Mobile App
• Maintenance Console: Overview
• Explore the Maintenance Console

Note: In addition, you can integrate the OnSite mobile app into their maintenance procedures.

Both the Maintenance Console grid and the status-based menus found in the Maintenance mobile app use the same restrictions to present data based on the user logged on to the device, and the work team the user belongs to.

Working from either the console or the Maintenance mobile app, craftspersons will see work that is assigned to them, so that they can update the work with hours worked and the parts used as they complete the work. They might also be able to self-assign work if they belong to a work team that enables this. See Self-Assigning Work.

As a supervisor, you will find that work requests appear in your queue for your review, approval, and action. The exact steps that you must take on a particular job depend upon the SLA governing the initial work request. For example, you might be required to perform steps such as, approval, scheduling, cost estimation, and work order assignment. Supervisors are able to return work requests.

You access the Maintenance Console from:

• the Archibus SaaS / Maintenance / Corrective Maintenance process
• the Maintenance / Preventive Maintenance / Supervisor process
• the Maintenance / Preventive Maintenance / Craftsperson process

• the Maintenance / Corrective Maintenance /
  • Client process
  • Business Manager process
  • Dispatcher process
  • Supervisor process
  • Craftsperson process
  • Call Center process

Note: On demand maintenance requests made through Archibus Workplace can be managed in the Maintenance Console if the SLA underlying the maintenance request routes the request to a user who has access to the Maintenance Console.

Tasks Available from Both the Maintenance Console and the Maintenance Mobile App

You can do the following when working from either the Maintenance Console or from the Maintenance mobile app:

• Report a maintenance problem (create work requests)
• Create a new work request by copying and linking
• Edit or cancel work requests after submitting
• Edit request parameters
• Estimate trades and parts
• Add and schedule craftspersons
• Track craftsperson assignments
• Reserve tools
• Reassign work
• Return work to a prior status
• Approve and reject work requests
• Self-assign work
• Issue work
• Cancel or stop work
• Put work on hold
• Update work requests with details about the job
• Complete maintenance checklists (Maintenance mobile app)
• Complete maintenance checklists (Maintenance Console)
• Review work logs
• Complete work requests
• Close work requests
• Redline drawings and photos for work requests
• Review reference documents
• Review work
• Find parts for estimates using the map
• Get work request information to the person doing the work

Note: For video overviews of the Maintenance Console, see Index of Videos for Maintenance Console.

Tasks from the Maintenance Console only

You can do the following from Maintenance Console; you cannot perform these actions from the Maintenance mobile app.

• Assign work requests to work orders
• Review the maintenance activity log and add comments and documents
• Add data, such as locations, craftspersons, and problem types, as you work
• Access the Labor Scheduler view (Schedule Labor button)
• Verify or reject completed checklists (Supervisor)
• Track work by division and department
• Review Maintenance Activity Log
• Add Comments and Documents to the Maintenance Log (tag colleagues)
• Verify completed work (Work Requestor or Supervisor)
• Complete a satisfaction survey (Work Requestor)

Background Data

A business process owner sets up the validating (background) data and maintenance-specific background data from which users will choose values when working with the application.

In addition to using the background data tasks, you can also develop these lists of validating data as you work using the Add New action button found on many of the forms you use to create work requests and manage work. The Add New action enables you to enter basic information for the item. This might be sufficient, but, if needed, you can often enter more information from the background data task. For example, you can enter a building from the Report Problem form, but if you want to add the building contact and the contact's phone number, you can use the Define Locations task to do so. See Adding Data as you Work.

Storing Parts in Multiple Locations

By default, starting with V.23.1, the Maintenance Console includes the feature to track and manage parts by storage location, including the ability to create supply requisitions to transfer parts, and to generate purchase orders for parts when the inventory is low. See:

• Storing Parts in Multiple Locations: Overview

Advanced

Application parameters that affect performance.

Tip: The Maintenance Console shows only those requests that are appropriate for each role -- such as supervisors and craftspersons -- and work team. If your work queues are getting long, you may wish to review your work assignments and workflow.