B16: Preventive MaintenanceB16: Preventive MaintenanceAndrew Sturtz

Tuesday, 4 May, 2010

Overview

Agenda: Preventive Maintenance

• Overview• Defining Procedures• Assigning Procedures• Creating Maintenance Schedules• Generating Work Orders g• Forecasting & Reporting

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

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

Overview

Results

• Web-based Equipment Scheduling

• Integration with On DemandIntegration with On Demand activity

• Graphical Reports of Maintenance Costs

Overview

R l P i M iUser FunctionM 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

DEFINING PROCEDURES

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 TypesT l i d l t– Tools assigned later

• PartsNote: Procedures do not define

scheduling estimates

Defining Procedures

Step 1: Set Up Procedure

Defining Procedures

Step 2: Update and Add Procedure Defaults

Defining Procedures

Step 3: Review Procedures By Primary Trade

ASSIGNING PROCEDURES

Assigning Procedures

Assign Procedures to Locations or Equipment

Choose "Assign Procedures to Equipment or Location" 1 filtLocation 1 = filter

2 = equipmentor location 1

2

3 = availableprocedures

4 = assigned

4 5

3

2 gprocedures

5 = schedule3

CREATING SCHEDULES

Creating SchedulesD fi S h d l f E i dDefine Schedules for Equipment and

Locations

Choose "Define PM Schedules"

GENERATING WORK ORDERS

Generating Work Orders

Generate Work OrdersStep 1: Choose "Generate PM Work Orders"

Note: The filter generates work orders based on the criteria selectedcriteria selected

Generating Work Orders

Generate Work OrdersStep 2: Click "Next" and choose how to group work

orders

Generating Work Orders

Generate Work OrdersStep 3: View Work Orders and Work RequestsStep 3: View Work Orders and Work Requests

Generating Work Orders

Generate Work OrdersStep 4: Print Work OrdersStep 4: Print Work Orders

Generating Work Orders

Generate Work Orders

Step 5: View Unissued Work Orders

** The Supervisor is responsible for issuing Work Orders

AUTOMATION

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

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.

REPORTING

Reporting

Yearly Forecast By Trade, Equipment, or Procedure

Reporting

Equipment Maintenance History

Reporting

Equipment Failure Analysis

QUESTIONS