Archibus SaaS / Maintenance / Preventive Maintenance
Maintenance / Preventive Maintenance / Maintenance Manager

Concept: Understanding Preventive Maintenance Procedures and Steps

Defining a facility's preventive maintenance requirements and how and when preventive maintenance should be executed requires analysis of the facility's operation, available resources, safety requirements, and so on. Maintenance managers and others deeply involved in the building's operation use PM procedures to define in general terms the preventive maintenance work required for maintaining the facility's locations and equipment.

This involves first outlining general procedures for standard periodic maintenance tasks, such as such as safety checks, cleaning projects, filter replacements, and lubrications. This procedure should be written in general terms so that the procedure can apply to multiple locations or equipment items. You can outline the procedure's various steps by:

As part of setting up your procedures and steps, you can define the resources required for executing the procedure, such as the types of labor and tools required. You can also assign checklists to PM steps.

Once you define a PM procedure, you can assign it to particular equipment items or areas that require the periodic maintenance described in the procedure. For example, you can define a procedure for changing air filters and then assign it to all equipment items that require air filter changes. Once the procedures are assigned to equipment items and locations, you define a scheduling pattern for executing the procedure on these specific locations and equipment. When you generate PM work orders, the system uses the defined scheduling pattern to determine the work that should be executed on each date.

For details on outlining your maintenance procedures, see the Define Procedures, Steps, and Resources task.