Maintenance workflow

Below is the general workflow for using the Maintenance software.

# Step Description

1

Asset management

  1. Begin by entering and organizing information about all the physical assets, equipment, and facilities that require maintenance in the software and linking them with the asset category.

  2. Assign unique identifiers, locations, and critical details for each asset, building a comprehensive asset inventory.

2

Preventive Maintenance (PM) setup

  • Create preventive maintenance schedules for each asset, specifying maintenance intervals, frequencies, and required tasks.

  • Define maintenance procedures, instructions, and checklists to be followed during scheduled maintenance activities.

3

Work order (WO) creation

  • When it's time for maintenance, users initiate new work orders within the software.

  • Provide details about the specific maintenance task, such as asset identification, task description, and assigned personnel.

4

Work order assignment

  • Assign the work order to maintenance staff or team responsible for completing the task.

  • Include any required materials, tools, or safety instructions for the maintenance job.

5

Work order execution

  1. Maintenance staff receive notifications and instructions for their assigned tasks.

  2. They perform the maintenance or repair activities as specified in the work order.

6

Progress monitoring

  1. Supervisors and managers monitor the progress of work orders in real-time through the software's consoles.

  2. They can view which tasks are in progress, completed, or require attention.

7

Asset health and performance tracking

  • Continuously assess asset health and performance using the software's tracking and reporting features.

  • Utilize historical maintenance data to identify trends, patterns, and areas for improvement.

8

Documentation and reporting

  • Maintain a comprehensive record of all maintenance activities, including completed work orders, task details, and asset history.

  • Generate reports and analytics to assess maintenance efficiency, resource allocation, and asset performance.

9

Asset retirement and replacement

  • When assets reach the end of their lifecycle, retire them from the active inventory.

  • Plan for asset replacements or upgrades as needed, informed by historical maintenance data.