Maintenance / Corrective Maintenance
Maintenance / Preventive Maintenance
Sustainability & Risk / Compliance

Extended Questionnaires and Events

Events are the key to connecting extended questionnaires (either maintenance checklists or compliance surveys) with the field personnel who complete them. Events are records in the Activity Log Items table and hold the below extended questionnaire information.

Event-related fields in the Activity Log Items table are automatically completed when the work request is generated (maintenance checklists) or when you generate events for contract terms and requirements (compliance surveys).

Maintenance Checklists

Define an SLA and optionally associate checklists with the Issued status. When you generate a work request (via the Generate Work Orders action for preventive maintenance or the Report a Problem action for corrective maintenance), Archibus consults the underlying SLA for work request details. The work request is assigned to a craftsperson manually or automatically based on the SLA. When the craftsperson syncs in mobile, if the SLA has a checklist as an optional step, Archibus generates events (records in the Activity Log Items table) using values from the SLA. Thus, the event records with checklist information is not actually generated until the craftsperson needs it when working in mobile.

With maintenance checklists, events work behind the scenes and users do not see the events or the activity log item records.

Activity Log Item Field Value
Activity Type

MAINTENANCE EVENT
Questionnaire ID The value of the maintenance checklist attached to an optional step in the underlying SLA.

PM Procedure

Equipment Code

Equipment Standard

Site/Building/Floor/Room

 If these values are specified for the SLA, generating the work order adds these values to the Activity Log Item record.
Manager The first Work Request Craftsperson (wrcf) record assigned to a work request (This will be left blank to update later if no wrcf assigned)
Work Request The work request for the generated work order.

Compliance Surveys

You generate events for compliance requirements and contract terms for which you have defined a Responsible Party and assigned questionnaires. The Responsible Party and other information from the contract term and requirement are transferred to the event when you generate it. This information provides the field personnel (the person specified in Responsible Party) with the survey to complete. For information, see Assigning Questionnaires to Field Inspectors..

For example, you might follow this process:

  1. Define a requirement and indicate a Responsible Party. Assign a questionnaire to this requirement.
  2. Create a quarterly recurring event for the requirement by completing the event portion of the Manage Compliance Requirements task.
  3. Generate events for the program requirement using the Save and Generate Events button of Manage Compliance Requirements task.
  4. Generating the event creates an Activity Log Item with values from the requirement. The following are key fields in the Activity Log Item record that are completed with values from the requirement or contract term:
    5. Activity Log Item Field Value
    Activity Type

    COMPLIANCE EVENT

    The system automatically completes this when you generate the event.

    Questionnaire ID The ID of the questionnaire assigned to the requirement or contract term.
    Assigned To The Responsible Party field of the requirement or contract term.

    Regulation

    Program

    Requirement

    		 Generating the event completes these fields with the values of the of the requirement for which the event was generated.

Back To

Define Compliance Questionnaires Overview

Define Maintenance Checklists Overview