Maintenance / Corrective Maintenance
Role-Based Overview of Corrective Maintenance
The Typical Workflow topic outlines using the various roles to manage on demand work start-to-finish. Typically, these tasks will be performed by several different types of users and these users will sign into Web Central to access just the tasks appropriate to their role.
As an alternative application overview, this topic lists the roles and their major tasks.
Note: Unlike Archibus Service Desk, the Archibus Corrective Maintenance application does not have a Vendor role. It does not manage vendors – only work teams and craftspersons.
Note: Depending on the type of service request, the resulting work request will be automatically or manually assigned to a work order. Some sites prefer to directly access work requests without first viewing the parent work order. This makes it easier to issue, complete, and close a set of work requests at one time.
To accommodate sites that do not wish to reference work orders, the Craftsperson and Supervisor roles have corresponding roles -- "Supervisor (Work Requests)" and "Craftsperson (Work Requests)" -- whose tasks hide the Work Order information so that users can directly access work requests. If your site prefers to directly access work requests, your Business Process Owner can activate the "Supervisor (Work Requests)" role and "Craftsperson (Work Requests)" role, instead of the corresponding Supervisor role and Craftsperson role.
The roles and tasks for Corrective Maintenance are:
Facility Manager
Managing Maintenance-Specific Background Data
Client / Requestor
Note: Entering a maintenance request can be done from the Corrective Maintenance application or from the Service Desk application, in which case you choose a request type that is a maintenance type.
Editing or Canceling Work Requests After Submitting
Updating Rejected Work Requests
Viewing Corrective Maintenance Service Requests
Business Manager
Approve Work Requests and Assign to Work Orders
Rejecting or Canceling Work Requests
Defining Maintenance Checklists
Dispatcher
Supervisor
Concepts
Tracking Craftsperson Assignments
Tracking Craftspersons Hours and Costs
Part Status for Work Request Estimations
Benefits of Updating Additional Information for Work Requests
Tracking Work by Division and Department
Completing Work Assignments (Craftspersons)
Updating Work Requests and their Labor Assignments (Supervisors)
Tasks
Add and Schedule Craftspersons
Assigning Work Requests to Work Orders and Issuing the Work
Creating a New Work Request by Copying and Linking
Returning Work to a Prior Status
Getting Work Request Information to the Person Doing the Work
Updating Work Requests with Details from the Job
Reviewing Tool Type Information
Verifying Completed Work Requests
Redlining Floor Plans and Photos
Craftsperson
Updating the System with Details about the Job
Creating a New Work Request by Copying and Linking
Adding Another Craftsperson Assignment
Completing Work Requests and Their Assignments
Redlining Drawings and Photos for Work Requests
Reviewing Reference Documents for a Work Request
Call Center
Service Desk Manager
Determine Ordering Sequence of SLAs
Inventory Manager
Developing an Equipment Inventory
Managing Purchase Orders for Parts
Comparing the Electronic Inventory and Physical Parts Inventory
Manually Adjusting the Parts Inventory
Reports
System Integrator
Understanding Service Desk Steps
Understanding Service Desk Roles
Set Application Parameters for the Maintenance Console