Plan preventive service

Step by step

1. Release preventive plan Maintenance Planner

   Maintenance Planner validates the asset, numeric intervals and dates, then creates the schedule entry.

   • Preventive plan
   • Updates Preventive schedules, Assets

2. Request asset work Maintenance Manager

   Maintenance Manager opens a Preventive order for the asset when service is due.

   • Requested order
   • Updates Work orders, Preventive schedules, Assets

3. Issue safety permit Permit Issuer

   Permit Issuer approves a permit with a valid interval for the work order.

   • Approved permit
   • Updates Safety permits, Work orders
   ApprovalA person approves before the work moves on.

4. Plan and authorize work Maintenance Planner

   Maintenance Planner sets the assignee and due date after checking permit validity today.

   • Scheduled order
   • Updates Work orders, Team members, Safety permits
   ApprovalA person approves before the work moves on.

Maintenance Planner

Owns the interval and assignment.

Maintenance Manager

Opens the work request.

Permit Issuer

Approves the permit.

Technician

Performs the scheduled job.