Archibus Cloud / Maintenance / Preventive Maintenance
Maintenance / Preventive Maintenance / Maintenance Manager
Reviewing PM Schedules
As you assign PM schedules to the various locations and equipment items in your facility and generate the upcoming scheduled work for a date range, you will want to review the schedules by running the View PM Schedules task, located at the paths listed at the top of this topic.
For example, before actually generating the work orders for upcoming work (which will automatically generate the schedule dates), you may wish to generate the schedule dates using the Defining PM Schedule Dates by PM Schedules task and then review the schedules with this task.
Review the schedules for completeness and efficiency, while minimizing disruption to employees. For example, when reviewing the schedules, you may find that some trades will be overly busy, and others are idle, indicating that you may need to change the scheduling pattern to level the work.
To organize your PM schedules, the task presents the following tabs:
- By Equipment -- Use this tab to see PM schedules that you have assigned to your equipment items. In the left pane, choose an equipment item and the right pane displays all PM schedules for this item. This view is handy for verifying that you have accounted for all required maintenance for an equipment item.
- By Room -- Use this tab to see PM schedules assigned to locations in your facility. In the left pane, choose a room and the right pane displays all PM schedules for maintaining this room. Note that this tab provides information on maintaining the room itself, and not the equipment items located within the room.
- By Primary Trade -- Use this tab to check the PM schedules (both equipment and location) for each primary trade. In the left pane, choose a primary trade and the right pane displays all equipment and location PM schedules for this trade. This tab is handy for planning your labor requirements for upcoming preventive maintenance work. For example, you may see that in order to maintain your equipment for the next month, you will rely heavily on mechanic craftspeople. Perhaps you will need an outside contractor or need to adjust the scheduling pattern.
- By Schedule Group -- If you have defined schedule groups for any of your PM schedules, you can use this tab to see your PM schedules organized by scheduling groups. In the left pane, choose a scheduling group and the right pane displays all equipment and location PM schedules for this grouping. Review this list to see if all of these schedules can be housed on the same work order.