Archibus SaaS / Maintenance / Preventive Maintenance
Maintenance / Preventive Maintenance

Role-Based Overview of Preventive Maintenance

The typical PM workflow procedure and typical PM workflow procedure (Archibus SaaS) outline the basic procedure to manage PM 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, the below sections lists the roles and their major tasks.

Business Process Owner

• Set Up Background Data

• Set Up Maintenance-Specific Background Data

Maintenance Manager

• Overview

• Define Procedures, Steps, and Resources

  • Understanding Preventive Maintenance Procedures and Steps
  • Suppress Overlapping Schedules

• Assign Procedures to Equipment and Locations

• Define Maintenance Checklists

• Scheduling Preventive Maintenance

  • Define PM Schedule Groupings (Optional)
  • Generate and Edit Schedules with the Define PM Schedule Dates by PM Schedules task (Optional)
  • Review PM Schedules
  • Understanding the Scheduling Options (Concept)
  • Understanding the PM Scheduling Routine (Concept)
  • Scheduling with Date Ranges (Concept)

• Managing Schedules with the PM Planner

  • Set the Display of PM Planner
  • Examine Counts and Statistics for Groupings
  • Examine Individual PM Schedules and PM Schedule Dates
  • Edit PM Schedules and PM Schedule Dates
  • Generate a Single Work Order for Missed Work
  • Analyze Maintenance History and End-of-Life
  • Analyze Labor Requirements and Costs
  • Export the PM Schedules for the Next 52 Weeks to Excel

• Generating Work Orders

  • Understanding the PM Work Order Generation Routine (Concept)
  • Define Rules for Automatic PM Work Order Generation
  • Active PM Work Orders

Service Desk Manager

• Overview

• Defining Service Level Agreements for PM

• Determining Ordering Sequence of Service Level Agreements

• Search & Manage Work 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

• Review your Work

• Estimate Trades and Parts

Scheduling

• Schedule Craftspersons
• Reserve Tools
• Reassign Work

Workflow (Status Changes)

• Forward Work

• Issue Work

• Return Work to a Prior Status

• Cancel or Stop Work

• Put Work on Hold

• Complete Work Requests

• Verify Completed Work Requests

• Closing Work Requests

• Assign Work Requests to Work Orders and Issue the Work

• Edit Request Parameters

• Create a New Work Request by Copying and Linking

• Get Work Request Information to the Person Doing the Work

• Update Work Requests with Job Details

• Review Tool Type Information

• Review Maintenance Activity Log

• Add Comments and Documents (tag colleagues)

Craftsperson

• Review your Work

• Update Work Requests

• Edit the Request Parameters

• Create a New Work Request by Copying and Linking

• Self-Assign Work

• Add Another Craftsperson Assignment

• Redline Drawings and Photos for Work Requests

• Review the Maintenance Activity Log

• Add Comments and Documents to the Maintenance Activity Log (tag colleagues)

• Review the Reference Documents for a Work Request

Workflow (Status Changes)

• Put Work On Hold

• Complete Work Requests and their Assignments

• Return Work Requests

Analyst and Others Requiring Reports

• Operational Reports

• Management Reports

• Analysis Dashboards

• Work Team Performance Report

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

• Set Application Parameters for Service Requests and Work Requests
• Set Workflow Rules
• Set Email notifications