Business Process Owner

• Set Up Background Data

• Set Up Maintenance-Specific Background Data

Maintenance Manager

• Overview

• Define Procedures, Steps, and Resources

  • Understanding Preventive Maintenance Procedures and Steps
  • Suppress Overlapping Schedules

• Assign Procedures to Equipment and Locations

• Define Maintenance Checklists

• Scheduling Preventive Maintenance

  • Define PM Schedule Groupings (Optional)
  • Generate and Edit Schedules with the Define PM Schedule Dates by PM Schedules task (Optional)
  • Review PM Schedules
  • Understanding the Scheduling Options (Concept)
  • Understanding the PM Scheduling Routine (Concept)
  • Scheduling with Date Ranges (Concept)

• Managing Schedules with the PM Planner

  • Set the Display of PM Planner
  • Examine Counts and Statistics for Groupings
  • Examine Individual PM Schedules and PM Schedule Dates
  • Edit PM Schedules and PM Schedule Dates
  • Generate a Single Work Order for Missed Work
  • Analyze Maintenance History and End-of-Life
  • Analyze Labor Requirements and Costs
  • Export the PM Schedules for the Next 52 Weeks to Excel

• Generating Work Orders

  • Understanding the PM Work Order Generation Routine (Concept)
  • Define Rules for Automatic PM Work Order Generation
  • Active PM Work Orders

Service Desk Manager

• Overview

• Defining Service Level Agreements for PM

• Determining Ordering Sequence of Service Level Agreements

• Search & Manage Work Requests

Supervisor

Craftsperson

• Review your Work

• Update Work Requests

• Edit the Request Parameters

• Create a New Work Request by Copying and Linking

• Self-Assign Work

• Add Another Craftsperson Assignment

• Redline Drawings and Photos for Work Requests

• Review the Maintenance Activity Log

• Add Comments and Documents to the Maintenance Activity Log (tag colleagues)

• Review the Reference Documents for a Work Request

Workflow (Status Changes)

• Put Work On Hold

• Complete Work Requests and their Assignments

• Return Work Requests

System Integrator / System Administrator

Service Level Agreements

• Understanding Service Desk Steps
• Understanding Service Desk Roles
• Manage Service Desk Steps
• Manage Service Desk Roles
• Service Desk Role Helper

Maintenance Console

• Set Application Parameters for the Maintenance Console
• Add Fields to the Maintenance Console's Search
• Security Groups for the Maintenance Console

General

• Set Application Parameters for Service Requests and Work Requests
• Set Workflow Rules
• Set Email notifications