The Business Process Owner creates and manages all the background data necessary for the Service Desk, On Demand Work, and Preventive Maintenance applications, entering the necessary location, organizational, and operational information. These applications each include a Business Process Owner role, with all the tasks necessary for developing the required background data.
Although many users find it useful to first establish all background data, you may wish to create the information on an as-needed basis.
The Service Desk, Preventive Maintenance, and On Demand Work applications can work with an existing space inventory, developed with any of the other ARCHIBUS domains. Therefore, if you already have a space inventory, the Business Process Owner can review the data for accuracy and completeness and update it accordingly.
Develop the geographic hierarchy (cities,states, countries, and so on) in which your facilities are located. See Developing Geographic Data.
You develop the locations in your facility (the space hierarchy) by defining Sites, Buildings, Floors, and Rooms. To further detail the properties of your types of rooms, you can develop the Room Standards table. For details, see Developing Locations and Developing Rooms.
To develop the organizational hierarchy, you complete the Business Units, Divisions, and Departments tables. See Developing the Organizational Hierarchy
In addition to using the organizational hierarchy for accounting purposes, you may wish to use the Accounts table, which can function as a cost center. This is convenient for charging work orders and work requests to specific accounts. The Accounts can also be used by or defined in other ARCHIBUS domains.
Complete the Account Code field to identify each account. Some sites may wish to establish accounts using unlimited-tier hierarchies
You can also define Service Contracts. The following information must be entered: Service Contract Code and Name, Service Contract Vendor information, and contract expiry information. In addition, a description for the contract can be entered and the actual service contract documents can be uploaded. See Using the Document Management System for more information.
The Planning Board feature of the On Demand and Preventive Maintenance applications enable you to schedule work around company holidays. Use this table to define the holidays at your company. Enter the country, name of the holiday, and its calendar date. If you enter a region to which the holiday date applies and your buildings and sites area associated with regions, the system applies the holiday to only buildings and sites located within this region.
In addition to the above data, users of On Demand Work and Preventive Maintenance must develop additional background information. See Maintenance Background Data.
In addition to establishing the above information, the business process owner needs to set up users and roles and assign them to processes. For information, see: