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- Facility Maintenance Mgmt
- Who it's for
- Commercial facilities
Commercial facilities
A facilities team can use asset tags and locations to distinguish equipment in similar rooms. The manager reviews condition readings and opens work orders when a reading reaches its action limit. The planner checks permit validity before sending a technician to a site. Service history gives the next shift a dated account of completed repairs.
How Facility Maintenance Mgmt is set up for you
Building equipment
Keep air handlers, pumps and panels identifiable by tag and location. The team can verify the physical identity before planning or recording service.
Service requests
Use work type and due date to separate inspections from corrective repairs. Maintenance Manager can use the open order list to see what still needs a decision.
Permit review
Issue a permit with an interval that covers the planned visit. The decision remains connected to the work order and asset for later review.
A facilities team can use asset tags and locations to distinguish equipment in similar rooms. The manager reviews condition readings and opens work orders when a reading reaches its action limit. The planner checks permit validity before sending a technician to a site. Service history gives the next shift a dated account of completed repairs.
Begin with a small set of assets that the team can identify confidently, and load their current location, state and preventive dates. Choose one inspection and one corrective case. Run each through request, permit, assignment, evidence and acceptance. Review the asset state and service history at the end. This exposes naming and handoff problems before more equipment is added.
Use an actual spare part during the rehearsal so Parts Coordinator can confirm the unit and starting quantity. A reading at its action limit is another useful case: the manager can check that the asset is flagged and that the resulting order names the same equipment. Agree who reviews the due list and who accepts completed work. Record those responsibilities in access settings before the team relies on the queue.
Features to start with
Roles on the team
- Maintenance Manager
- Owns the maintenance queue, reviews completed work and decides whether to accept closeout.
- Maintenance Planner
- Checks asset readiness, permit validity, assignee and due date before scheduling work.
- Technician
- Performs assigned work and records evidence and consumed parts against the work order.
- Permit Issuer
- Issues and closes safety permits for the named work order and validity interval.
- Parts Coordinator
- Maintains spare part records and checks stock after work order consumption.
Set up Facility Maintenance Mgmt your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.