Overview

• Asset Maintenance

  Maintaining an Asset:

  1. Manage a master list of assets/equipment and their components 
  
  Examples:Delivery Trucks 
  Printers 
  Machinery 
  
  2. Schedule preventative maintenance (PMs)
  
  3. Perform the scheduled maintenance events as they come due 
  
  4. Perform "corrective" events as necessary

Assets

• Overview
  Manage a master list of assets/equipment and their components.  
  
  
  
  
  
  
  
  Categorize them by asset type, make and model. 
  
  
  
  
  Assign and manage specific components that require maintenance to each asset
  
  

• Asset Types
  Organize assets into different groups by type.
  
  

• Makes and Models
  Categorize assets based off of their makes and models.
  
  
  
  
  
  

• Components
  Manage and maintain specific components of an asset.  
  
  
  
  
  
  

• Asset Attachments
  Add attachments to each asset 
  
  Examples:Receipts 
  Images 
  
  
  
  
  
  

PM Schedules

• Basic PM Schedule (Every X Days/X Months)
  Schedule to have preventative maintenance performed for each asset and/or component on a regular basis. 
  
  Example: Check the printer toner Every 30 days
  Every 6 months 
  
  
  
  
  Once the PM is created, add the necessary maintenance actions to be performed for that PM
  
  Note: Selecting to collect a value will require a value to be entered during the completion of the PM Event.  For example, if a pH Reading is needed or if a "signoff" is needed to confirm completion of the action etc.
  
  
   
  
  
  
  
  
  Note: Once a PM has been created, Maintenance Events, with the actions needing to be performed, will automatically generate as they come due.

• Metered PM Schedule (Every X Miles)
  Schedule to have preventative maintenance performed for each asset and/or component on a regular basis, based on a metered measurement. 

   

  Example: Perform an Oil Change

  Every 3000 miles

  
  Steps: 
  
  1. Create the PM based on a metered measurement  
  
  
  
  Once the PM is created, add the necessary maintenance actions to be performed for that PM

   

  Note:

  Selecting to collect a value will require a value to be entered during the completion of the PM Event.  For example, if a pH Reading is needed or if a "signoff" is needed to confirm completion of the action etc.
  
  
  
  
   

   

  2. Create an additional PM to update the meter.  This is required, as all metered PMs will generate automatically when due based off of the current meter reading recorded. 
  
  

  
  Add the actions to perform the meter update 
  
  
  
  

   

  Note:Once both PMs have been created, Maintenance Events, with the actions needing to be performed, will automatically generate as they come due.

• PM Actions
  Create a list of actions that need to be performed for each PM.  

  
  
  
  Note:Selecting to collect a value will require a value to be entered during the completion of the PM Event.  For example, if a pH Reading is needed, or if a "signoff" is needed to confirm completion of the action etc.
  
  
  
  
  
  
  
  Editing PM Actions
  

  -> Changes to the PM Schedule Setup/Actions will update all subsequent PM Events in queued status only immediately, but will not affect events that have been started already.  All actions currently assigned to those queued events will be overridden with the new PM Actions. 
  
  

  
  

• PM Attachments
  Add attachments to each PM Schedule 
  
  Examples:Receipts
  Images
  
  
  
  
  
  

Maintenance Events

• Scheduled Events
  Maintenance events are automatically generated when due based on PM schedule setup.  Newly generated events are placed in a queue while they await to be started/completed. 
  
  
  
  
  Event Setup: 
  
  Assign the workers who will be performing the actions 
  
  
  
  
  
  
  Starting the Event: 
  
  Start the event to begin the maintenance 
  
  
  
  
  
  Add any additional actions to the event 
  
  
  
  
  
  As actions are completed, input any values obtained or enter a simple "complete" etc. to confirm the completion of the action.  Only those actions setup to require values will need a value input. 
  
  
  
  
  
  
  
  
  Completing the Event: 
  
  Complete the event once all actions have been completed
  
  
  
  
  
  
  
  
  
  

   

• Event Actions
  Additional actions can be added to maintenance events in conjunction with those assigned in PM schedule setup
  
  
  
  
  
  As actions are completed, input any values obtained or enter a simple "complete" etc. to confirm the completion of the action.  Only those actions setup to require values will need a value input. 
  
  
  
  
  
  
  
  
  

  Editing PM Actions
  
  

  -> Changes to the PM Schedule Setup/Actions will update all subsequent PM Events and their actions in queued status only immediately, but will not affect events that have been started already.  All actions currently assigned to those queued events will be overridden with the new PM Actions. 

   

• Workers
  Assign workers to each action to be completed for an event 
  
  
  
  
  
  
  
  
  
  

• Event Attachments
  Add attachments to each maintenance event 

   

  Examples:

  Receipts

  Images
  
  
  
  
  
  

  
  
  
  

Corrective Events

• Corrective Events
  Perform corrective maintenance by creating miscellaneous corrective events 
  
  
  
  
  
  
  
  Add actions to the event 
  
  
  
  
  
  
  Additional Event Setup: 
  
  Assign the workers who will be performing the actions 
  
  
  
  
  
  
  Perform Event Actions: 
  
  Perform each action.  As actions are completed, input any values obtained or enter a simple "complete" etc. to confirm the completion of the action.  Only those actions setup to require values will need a value input. 
  
  
  
  
  
  
  
  
  
  
  Completing the Event: 
  
  Complete the event once all actions have been completed
  
  
  
  
  
  

   

• Event Actions
  Add actions to corrective events
  
  
  
  
  
  
  
  
  Perform Event Actions: 
  
  Perform each action.  As actions are completed, input any values obtained or enter a simple "complete" etc. to confirm the completion of the action.  Only those actions setup to require values will need a value input. 
  
  
  
  
  
  
  
  
  
  
  
  

   

• Workers
  Assign workers to each action to be completed for an event 
  
  
  
  
  
  
  
  

• Event Attachments
  Add attachments to each corrective maintenance event 

   

  Examples:

  Receipts

  Images
  
  
  
  
  
  
  
  
  

RF Scanning of PM Events

• RF PM Events
  Perform and record each action right on the spot for a PM through scanning asset, component and event barcodes.
  
  
  
  Print PM events with barcodes to scan when performing the event 
  
  
  
  
  
  
  Scan the asset/component's barcode or enter the asset/component ID to start performing the maintenance for the event 
  
  Note: Asset/component barcodes are custom ITS labels that are created, printed and attached to each asset/component 
  
  
  
  
  
  Scan the event's barcode from the PM printout 
  
  
  
   
  
  Fill in a value for each action as necessary 
  
  
  
  
  
  
  
  Click complete to officially complete and close out the event
  
  
  
  
  
  Note: Any meter readings taken during an event will update the meter reading of the asset only once the event has been officially completed