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B16: Preventive MaintenanceB16: Preventive MaintenanceAndrew SturtzTuesday, 4 May, 2010
OverviewAgenda: Preventive Maintenance• Overview• Defining Procedures• Assigning Procedures• Creating Maintenance Schedule...
OverviewNeeds• Organizations want to:– Automate and perform scheduled maintenance on equipment orlocations– Report on key ...
OverviewBenefits• Proactively maintain critical pieces of equipment• Avoid unexpected repairs and costly downtimes• Avoid ...
OverviewResults• Web-based EquipmentScheduling• Integration with On DemandIntegration with On Demandactivity• Graphical Re...
OverviewR l P i M iUser FunctionM i t M C t PM d d h d lRoles - Preventive MaintenanceMaintenance Manager • Create PM proc...
DEFINING PROCEDURES
Defining ProceduresPreventive Maintenance Procedures• Maintenance Types (Equip. or Location)• Equipment Standards• Mainten...
Defining ProceduresStep 1: Set Up Procedure
Defining ProceduresStep 2: Update and Add Procedure Defaults
Defining ProceduresStep 3: Review Procedures By Primary Trade
ASSIGNING PROCEDURES
Assigning ProceduresAssign Procedures to Locations orEquipmentChoose "Assign Procedures to Equipment orLocation" 1 filtLoc...
CREATING SCHEDULES
Creating SchedulesD fi S h d l f E i dDefine Schedules for Equipment andLocationsChoose "Define PM Schedules"
GENERATING WORK ORDERS
Generating Work OrdersGenerate Work OrdersStep 1: Choose "Generate PM Work Orders"Note: The filter generateswork orders ba...
Generating Work OrdersGenerate Work OrdersStep 2: Click "Next" and choose how to group workorders
Generating Work OrdersGenerate Work OrdersStep 3: View Work Orders and Work RequestsStep 3: View Work Orders and Work Requ...
Generating Work OrdersGenerate Work OrdersStep 4: Print Work OrdersStep 4: Print Work Orders
Generating Work OrdersGenerate Work OrdersStep 5: View Unissued Work Orders** The Supervisor is responsible for issuing Wo...
AUTOMATION
Manage Work Order Generation Rules• Specify a location, trade, and schedule group for whichto develop a rule for automatic...
Define SLAs for Preventive Maintenance• Matches work requests to defined SLAs• Enforce Due Dates• Auto-Issue Work Requests...
REPORTING
ReportingYearly Forecast By Trade, Equipment, orProcedure
ReportingEquipment Maintenance History
ReportingEquipment Failure Analysis
QUESTIONS
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ARCHIBUS Preventive Maintenance

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Transcript of "ARCHIBUS Preventive Maintenance"

  1. 1. B16: Preventive MaintenanceB16: Preventive MaintenanceAndrew SturtzTuesday, 4 May, 2010
  2. 2. OverviewAgenda: Preventive Maintenance• Overview• Defining Procedures• Assigning Procedures• Creating Maintenance Schedules• Generating Work Ordersg• Forecasting & Reporting
  3. 3. OverviewNeeds• Organizations want to:– Automate and perform scheduled maintenance on equipment orlocations– 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 maintenanceRapidly tailor a product to meet specific requirements– Rapidly tailor a product to meet specific requirements• ARCHIBUS customers want Windows functionalitywith:– 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. 4. OverviewBenefits• 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 resourcesT k i t k l l b d i t• Track maintenance work; analyze labor and equipmentmetrics
  5. 5. OverviewResults• Web-based EquipmentScheduling• Integration with On DemandIntegration with On Demandactivity• Graphical Reports of MaintenanceCosts
  6. 6. OverviewR l P i M iUser FunctionM i t M C t PM d d h d lRoles - Preventive MaintenanceMaintenance Manager • Create PM procedures and schedules• Generate Work Orders/Requests• Balance schedules and workload• Track equipment maintenance• Track equipment maintenanceCraftspeople / ServiceProvidersView Work Requests and update actualresults directlyMaintenance Supervisors(in-house or outsourced)• Schedule craftspeople• Issue and Print Work Orders/Requests• Update actual resultsOperations Managers Utilize reports to reduce costs, buyequipment, hire personnel, forecastmaintenance budgetsBusiness Process Owners Set up background data
  7. 7. DEFINING PROCEDURES
  8. 8. Defining ProceduresPreventive Maintenance Procedures• Maintenance Types (Equip. or Location)• Equipment Standards• Maintenance StepsE 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 TypesT l i d l t– Tools assigned later• PartsNote: Procedures do not definescheduling estimates
  9. 9. Defining ProceduresStep 1: Set Up Procedure
  10. 10. Defining ProceduresStep 2: Update and Add Procedure Defaults
  11. 11. Defining ProceduresStep 3: Review Procedures By Primary Trade
  12. 12. ASSIGNING PROCEDURES
  13. 13. Assigning ProceduresAssign Procedures to Locations orEquipmentChoose "Assign Procedures to Equipment orLocation" 1 filtLocation 1 = filter2 = equipmentor location123 = availableprocedures4 = assigned4 532gprocedures5 = schedule3
  14. 14. CREATING SCHEDULES
  15. 15. Creating SchedulesD fi S h d l f E i dDefine Schedules for Equipment andLocationsChoose "Define PM Schedules"
  16. 16. GENERATING WORK ORDERS
  17. 17. Generating Work OrdersGenerate Work OrdersStep 1: Choose "Generate PM Work Orders"Note: The filter generateswork orders based on thecriteria selectedcriteria selected
  18. 18. Generating Work OrdersGenerate Work OrdersStep 2: Click "Next" and choose how to group workorders
  19. 19. Generating Work OrdersGenerate Work OrdersStep 3: View Work Orders and Work RequestsStep 3: View Work Orders and Work Requests
  20. 20. Generating Work OrdersGenerate Work OrdersStep 4: Print Work OrdersStep 4: Print Work Orders
  21. 21. Generating Work OrdersGenerate Work OrdersStep 5: View Unissued Work Orders** The Supervisor is responsible for issuing Work Orders
  22. 22. AUTOMATION
  23. 23. Manage Work Order Generation Rules• Specify a location, trade, and schedule group for whichto develop a rule for automatically generating work• Develop a rule for a certain trade and location• All schedules for the same equipment standard can begrouped on the same work ordergrouped on the same work order
  24. 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, andsupervisorssupervisors.
  25. 25. REPORTING
  26. 26. ReportingYearly Forecast By Trade, Equipment, orProcedure
  27. 27. ReportingEquipment Maintenance History
  28. 28. ReportingEquipment Failure Analysis
  29. 29. QUESTIONS
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