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ARCHIBUS Preventive Maintenance
This document provides an overview of preventive maintenance procedures in ARCHIBUS, including defining maintenance procedures, assigning procedures to equipment and locations, creating schedules, generating work orders, and reporting. The system allows organizations to automate scheduled maintenance, integrate it with other functions, and track key metrics to reduce costs and avoid downtime. Users are able to set up flexible procedures, assign them to assets, generate work orders, and analyze reporting on maintenance performance.
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ARCHIBUS Preventive Maintenance
- 1. B16: Preventive MaintenanceB16:Preventive Maintenance Andrew Sturtz Tuesday, 4 May, 2010
- 2. Overview Agenda: Preventive Maintenance •Overview • Defining Procedures • Assigning Procedures • Creating Maintenance Schedules • Generating Work Ordersg • Forecasting & Reporting
- 3. Overview Needs • Organizations wantto: – 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 maintaincritical 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
- 5. Overview Results • Web-based Equipment Scheduling •Integration with On DemandIntegration with On Demand activity • Graphical Reports of Maintenance Costs
- 6. Overview R l Pi 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
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- 8. Defining Procedures Preventive MaintenanceProcedures • 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
- 9. Defining Procedures Step 1:Set Up Procedure
- 10. Defining Procedures Step 2:Update and Add Procedure Defaults
- 11. Defining Procedures Step 3:Review Procedures By Primary Trade
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- 13. Assigning Procedures Assign Proceduresto Locations or Equipment Choose "Assign Procedures to Equipment or Location" 1 filtLocation 1 = filter 2 = equipment or location1 2 3 = available procedures 4 = assigned 4 5 3 2 g procedures 5 = schedule 3
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- 15. Creating Schedules D fiS h d l f E i dDefine Schedules for Equipment and Locations Choose "Define PM Schedules"
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- 17. Generating Work Orders GenerateWork Orders Step 1: Choose "Generate PM Work Orders" Note: The filter generates work orders based on the criteria selectedcriteria selected
- 18. Generating Work Orders GenerateWork Orders Step 2: Click "Next" and choose how to group work orders
- 19. Generating Work Orders GenerateWork Orders Step 3: View Work Orders and Work RequestsStep 3: View Work Orders and Work Requests
- 20. Generating Work Orders GenerateWork Orders Step 4: Print Work OrdersStep 4: Print Work Orders
- 21. Generating Work Orders GenerateWork Orders Step 5: View Unissued Work Orders ** The Supervisor is responsible for issuing Work Orders
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- 23. Manage Work OrderGeneration 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 forPreventive Maintenance • Matches work requests to defined SLAs • Enforce Due Dates • Auto-Issue Work Requests • Assign work to work teams, craftspeople, and supervisorssupervisors.
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- 26. Reporting Yearly Forecast ByTrade, Equipment, or Procedure
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