Contract-Based Preventative Maintenance
Optional Features
About Contract-Based Preventative Maintenance
Contract‐based preventative maintenance is the performance of scheduled work intended to maintain a product. For example, changing the oil in your car is preventative maintenance; oil and filter are replaced to make sure your car’s engine is properly lubricated.
Preventative maintenance on IFS Field Service Management (FSM) consists of the following:
- A mechanism to determine when to perform preventative maintenance.
- One or more requests with one or more tasks that describe the work to be performed.
About Contracts
Contract‐based preventative maintenance uses a contract for PM schedules and billing and are specified on the contract line. For each contract line you can create a preventative maintenance schedule. A batch process you run then creates the corresponding requests and tasks.
If a contract ends and preventative maintenance is not allowed out of coverage, new preventative maintenance schedules are not created. If a newer version of the contract exists, for example the contract has been renewed, the next PM schedule entry’s date is adjusted based on previous PM schedule entry.
Evergreen contracts do not expire, therefore you can specify the appropriate PM schedule entries to create when you create schedule entries based on intervals.
About PM Schedule Entry Creation
- Rules determine PM schedule entry dates. Three methods can be used to determine PM schedule entry dates.
- Entry dates can be determined based on intervals. For example, PM schedule entries can be created for quarterly maintenance.
- Entry dates can be determined based on meter usage. For example, a new PM schedule entry can be created when a specified meter reading passes 10,000.
- Entry dates can be determined based on last task completion. For example, a new PM schedule entry for ten weeks in the future can be created based on completing a PM task today. For this process, canceling or closing a task also counts as completion.
If preventative maintenance is based on usage, a preventative maintenance schedule entry is created when the length of time is met or the meter threshold is met, whichever comes first. If the meter reading is subsequently changed to a value below the threshold, the schedule entry is deleted as long as it is not completed, canceled, or closed.
About Autogen, Requests, and Tasks
Using the autogen process, requests are created for open PM schedule entries. Based on the type of contract coverage and application parameters, tasks can be created for each request. Requests can be consolidated based on criteria you specify during the autogen process. You can also consolidate tasks after requests are consolidated. Multiple products can appear on consolidated tasks and any steps from tasks combined appear on the consolidated task as well.
Based on application parameters, you can be notified when you create a request that is close in date to an existing preventative maintenance request, enabling you to perform the preventative maintenance when you perform the new request.