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Preventive Maintenance

In order to prevent deterioration and breakdown of the facility, organizations need to monitor the maintenance of buildings and assets and prevent problems before they happen. Preventing a piece of production equipment from malfunctioning by periodically changing its air filters is well worth the time and effort of planning and executing this task.

The Preventive Maintenance application provides tools and reports that help you establish and manage a comprehensive preventive maintenance program for your time-based and meter-based, regularly occurring maintenance work. Use the application to define tasks such as inspection, calibration, adjustment, cleaning, lubrication, and parts replacement and schedule these jobs at intervals necessary to prevent breakdown and maintain proper operation Once you define the maintenance schedule, you can instruct the system to automatically generate work orders for executing these defined tasks.

By automating preventive maintenance, organizations minimize the risk that critical maintenance is missed or that errors occur. In addition, automation ensures efficient and timely work order execution, effective balancing of schedules and resources, and information tracking for planning and reporting purposes

Preventive Maintenance
Location	Building Operations domain Preventive Maintenance application
Business Result	Prevention of deterioration and breakdown of equipment and facility. Improved preventive maintenance for all assets and locations, based on time intervals or meter reading intervals and based on defined procedures and steps. Improved efficiency in equipment operation with less downtime due to broken equipment. Improved safety and working environment for staff as equipment and facility is regularly serviced and remains in good working order.
Used By	Facilities Managers Maintenance Managers Service Desk Managers Supervisors Craftspersons Equipment Managers
Reasons for Automating	Provide a comprehensive and automated planned maintenance schedule with predefined resource (trade, part, and tool) assignments. Reduce operating costs by automatically generating work requests according to predefined schedules and service level agreements. Automate work order generation and craftsperson assignment to PM work. Automate the escalation of overdue PM work by developing service level agreements and matching these to work requests. Reduce operating costs by reducing equipment downtime. Reduce capital costs by lengthening equipment useful life. Increase efficiency by providing maintenance managers with an intuitive interface for creating and scheduling PM work. Provide a complete, web-based solution for managing all building operations applications. Balance the workload for craftspersons who undertake PM jobs. Capture metrics on service provider workload and performance.
Prerequisite Applications	None
Reports	PM Work Forecast PM Resource Requirement Forecast 52 Week PM Work Schedule Overdue PM Schedules Current Equipment, Equipment Parts, Equipment Warranties and Service Contracts Equipment Schedules Equipment Failure Analysis Equipment Replacement Analysis Equipment Maintenance History Current Tools Tool Status and Usage History reports Current, Reserved, and Understocked Parts reports Parts Usage History Trades Workload, Availability, and Performance reports Craftsperson Workload, Availability, and Performance reports Work Team Performance Craftsperson Time Usage by Work Type Craftsperson Time Usage by Date and Time Labor Analysis Locations of Work Requests Work Requests for Same Equipment or Location Open Work Requests Open Work Requests by Problem and by Type Overdue Work Requests Work Request Budgets and Costs Work Request Schedules and Costs Costs of Completed Work Requests Building Costs by Area and Occupancy Completed Work Request Budgets and Costs Costs of Completed Work Requests Archived Work Requests Archived Work Requests and Resources Work Request Aging Labor Analysis Dashboard Cost Analysis Dashboard Budget Analysis Dashboard
Applications Using the Results of this Application	On Demand Work Maintenance mobile app

The following are typical users:

User	Tasks
Maintenance Managers	Define procedures and their required resources for common preventive maintenance tasks, Assign common procedures to specific locations and equipment and establish schedules for servicing these items and areas. Generate work orders and work requests based on the defined schedules. Forecast future work and resources by month or week.
Service Desk Managers	Define and manage service level agreements (SLAs) that govern the work that supervisors and craftspersons do on PM work orders, and for searching and re-assigning in-process PM work orders.
Supervisors	Schedule the generated work by assigning craftspersons and tools to work orders. Evaluate craftsperson workload, availability, and efficiency.
Craftspersons	Execute the work that is defined on the generated work orders. After job completion, update the system with details about how the job was completed. If they have the Maintenance mobile app, they can do this over their mobile device or smart phone.
Equipment Managers	Analyze equipment maintenance and efficiency with the equipment analysis reports.
Facility Managers	Analyze maintenance costs and efficiency with the performance, forecast, and history reports.
Business Process Owners	Maintain facilities background data and validating building operations background data.