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 and Add Comments and Documents

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 and Add Comments and Documents

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