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 Background Data

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.

Overview

Creating Work Requests

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

Scheduling Substitutes

Dispatcher

Routing Service Requests

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

Reviewing Work Logs

Completing Work Assignments (Craftspersons)

Updating Work Requests and their Labor Assignments (Supervisors)

Tasks

Overview

Reviewing your Work

Estimating Trades and Parts

Add and Schedule Craftspersons

Reserving Tools

Reassigning Work

Assigning Work Requests to Work Orders and Issuing the Work

Editing Request Parameters

Creating a New Work Request by Copying and Linking

Forwarding Work

Issuing Work

Returning Work to a Prior Status

Getting Work Request Information to the Person Doing the Work

Updating Work Requests with Details from the Job

Canceling or Stopping Work

Putting Work on Hold

Reviewing Tool Type Information

Completing Work Requests

Verifying Completed Work Requests

Closing Work Requests

Redlining Floor Plans and Photos

Reviewing Reference Documents

Craftsperson

Reviewing your Work

Updating Work Requests

Updating the System with Details about the Job

Editing Request Parameters

Returning Work Requests

Creating a New Work Request by Copying and Linking

Self-Assigning Work

Adding Another Craftsperson Assignment

Putting Work On Hold

Completing Work Requests and Their Assignments

Redlining Drawings and Photos for Work Requests

Reviewing Reference Documents for a Work Request

Call Center

Overview

Service Desk Manager

Create Service Catalog

Understanding SLAs 

Defining SLAs

Determine Ordering Sequence of SLAs

Search & Manage Work Requests

Scheduling Substitutes

Inventory Manager

Overview

Developing a Tools Inventory

Developing an Equipment Inventory

Defining Parts

Developing Storage Locations

Managing Parts Inventory.

Managing Purchase Orders for Parts

Comparing the Electronic Inventory and Physical Parts Inventory

Manually Adjusting the Parts Inventory

Reviewing Manual Adjustments

Managing Supply Requisitions

Reports

Operational Reports

Management Reports

Analysis Dashboards

System Integrator

Understanding Service Desk Steps 

Understanding Service Desk Roles

Managing Service Desk Steps

Managing Service Desk Roles

Set Application Parameters for the Maintenance Console

  • Using the Maintenance Console with BMS Integration