Preventive planning

Step by step

1. Choose the asset Facility Manager

   Facility Manager confirms the equipment identity and location before creating the plan.

   • Confirms the physical unit
   • Updates Assets

2. Capture the plan Facility Manager

   Facility Manager enters the day or hour interval, last completion and next due date. The capture action validates the asset, numeric intervals and dates.

   • Stores interval and due date
   • Updates Preventive maintenance plans, Assets

3. Review due work Facility Manager

   Facility Manager checks due plans and decides which asset needs a preventive work order.

   • Starts the actual maintenance request
   • Updates Preventive maintenance plans, Work orders

4. Approve permit Permit Issuer

   Permit Issuer approves the authorization for the specific order and date range.

   • Grants dated work authorization
   • Updates Safety permits, Work orders
   ApprovalA person approves before the work moves on.

5. Authorize schedule Facility Manager

   Facility Manager checks the current permit, assigns a technician and records the due date.

   • Assigns the planned job
   • Updates Work orders, People
   ApprovalA person approves before the work moves on.

6. Inspect work Technician

   Technician logs the performed service; Inspector accepts it before the order closes and service history is retained.

   • Preserves performed work and accepted outcome
   • Updates Work logs, Service history, Assets
   ApprovalA person approves before the work moves on.

Facility Manager

Maintains plans and requests work.

Permit Issuer

Authorizes the intervention.

Technician

Records the performed task.

Inspector

Accepts its outcome.