3. Overview
Needs
• Organizations want to:
– Automate and perform scheduled maintenance on equipment or
locations
– Report on key equipment and labor metricsReport on key equipment and labor metrics
– Integrate maintenance with other functions in a product suite
– Perform corporate maintenance, not specialized maintenance
Rapidly tailor a product to meet specific requirements– Rapidly tailor a product to meet specific requirements
• ARCHIBUS customers want Windows functionality
with:
– Richer web-based, intuitive forms
– Easy integration with Web Central’s On Demand Work activityEasy integration with Web Central s On Demand Work activity
– More process control and a few added features
4. Overview
Benefits
• Proactively maintain critical pieces of equipment
• Avoid unexpected repairs and costly downtimes
• Avoid missed tasks and errors through automation
• Gain efficiencies in balancing schedules and resources
T k i t k l l b d i t• Track maintenance work; analyze labor and equipment
metrics
6. Overview
R l P i M i
User Function
M i t M C t PM d d h d l
Roles - Preventive Maintenance
Maintenance Manager • Create PM procedures and schedules
• Generate Work Orders/Requests
• Balance schedules and workload
• Track equipment maintenance• Track equipment maintenance
Craftspeople / Service
Providers
View Work Requests and update actual
results directly
Maintenance Supervisors
(in-house or outsourced)
• Schedule craftspeople
• Issue and Print Work Orders/Requests
• Update actual results
Operations Managers Utilize reports to reduce costs, buy
equipment, hire personnel, forecast
maintenance budgets
Business Process Owners Set up background data
8. Defining Procedures
Preventive Maintenance Procedures
• Maintenance Types (Equip. or Location)
• Equipment Standards
• Maintenance Steps
E h t t t k t– Each step generates a separate work request
– Work requests are grouped into work orders upon generation
• Trades
– Craftspeople assigned later
• Tool Types
T l i d l t– Tools assigned later
• Parts
Note: Procedures do not define
scheduling estimates
17. Generating Work Orders
Generate Work Orders
Step 1: Choose "Generate PM Work Orders"
Note: The filter generates
work orders based on the
criteria selectedcriteria selected
23. Manage Work Order Generation Rules
• Specify a location, trade, and schedule group for which
to develop a rule for automatically generating work
• Develop a rule for a certain trade and location
• All schedules for the same equipment standard can be
grouped on the same work ordergrouped on the same work order
24. Define SLAs for Preventive Maintenance
• Matches work requests to defined SLAs
• Enforce Due Dates
• Auto-Issue Work Requests
• Assign work to work teams, craftspeople, and
supervisorssupervisors.