Setting Up Preventive Maintenance

This chapter provides information about standard Siebel Automotive functionality for preventive maintenance that is relevant to both application administrators and end users, including service and support center representatives.

Note: Your company’s application configuration and business processes may differ from the procedures or business scenarios presented in this chapter.

This chapter is an introduction to preventive maintenance for Siebel Automotive. For more information on preventive maintenance and the preventive maintenance engine, see Siebel Field Service Guide.

This chapter consists of the following topics:

Scenarios for Working with Automotive Preventive Maintenance

The preventive maintenance engine can automatically generate service requests and activities based on triggers set up for mileage, time intervals, or threshold events.

This topic provides scenarios for business-to-consumer preventive maintenance. The order in which the procedures are performed may vary based on the business practices of the end user’s company.

There are two types of preventive maintenance plans that can be used to generate preventive maintenance actions:

Periodic Maintenance Scenario

Periodic maintenance is recommended by the manufacturer and is known in advance of the scheduled event.

A dealership sold a vehicle to a customer a few months ago. Based on the common driving habits, the dealership has set up calculations to determine the average mileage the customer drives during a time period. Once the time period elapses, the Siebel Automotive preventive maintenance engine automatically creates a preventive maintenance action and generates an activity and a service request. The activity reminds the dealership to call the new customer and schedule an appointment for the recommended service. This scenario provides the dealership with an opportunity to gain revenue from the ongoing service associated with the vehicle.

Triggered Maintenance Scenario

Maintenance can be triggered based on data received from the vehicle. For example, if the vehicle’s oil pressure drops below a specified level, Siebel Automotive can generate a preventive maintenance action to notify the customer to take the vehicle to the dealer for service.

Process of Setting Up Preventive Maintenance

You can use the Preventive Maintenance screen to set up preventive maintenance plans, define preventive maintenance plan triggers, associate a preventive maintenance plan with a product and vehicles, and assign actions for a preventive maintenance plan.

Note: For information about procedures not covered in this book, such as associating templates and setting up preventive maintenance plans, see Siebel Field Service Guide.

To set up preventive maintenance, perform the following tasks:

Note: For information on how to set up the preventive maintenance engine parameters and a preventive maintenance plan, see Siebel Field Service Guide.

Setting a Trigger for a Preventive Maintenance Plan

After a preventive maintenance plan has been set up and the appropriate service request templates and activity templates have been defined, you can set the trigger for a preventive maintenance plan, which defines the type of plan and how the service interval is determined in Siebel Automotive. This procedure is based on a mileage trigger for maintenance.

This task is a step in Process of Setting Up Preventive Maintenance.

To set up a trigger for a preventive maintenance plan

Navigate to the Preventive Maintenance screen, then the Preventive Maintenance List view.
Select a preventive maintenance plan record.
Click the Triggers view tab, and take the following action:
- Time Interval list.Add, Edit, or Delete records.
- Usage list. Add, Edit, or Delete records.
- Month-Day list. Add, Edit, or Delete records.
- Threshold list. Add, Edit, or Delete records.
- Event list. Add, Edit, or Delete records.
Note: Preventive maintenance plans can have any number of triggers of any type (Time Interval, Usage, Threshold, and Event).

Associating a Preventive Maintenance Plan with a Product

After you define the preventive maintenance plan triggers, use this procedure to associate it with a product you added. See Managing Products for more information on using Products.

This task is a step in Process of Setting Up Preventive Maintenance.

To associate a preventive maintenance plan with a product

Navigate to the Preventive Maintenance screen, then the Preventive Maintenance List view.
Select a preventive maintenance plan record.
Click the Products view tab.
In the Products list, add, edit, or delete records.

Associating a Preventive Maintenance Plan with Vehicles

When you associate the preventive maintenance plan with a product, use this procedure to associate it to a specific vehicle or vehicles. After a preventive maintenance plan is associated with a vehicle, you can run the preventive maintenance engine to create preventive maintenance actions, activities, and service requests for the vehicle.

This task is a step in Process of Setting Up Preventive Maintenance.

To associate a preventive maintenance plan with a vehicle or vehicles

Navigate to the Preventive Maintenance screen, then the Preventive Maintenance List view.
Select a preventive maintenance plan record.
Click the Products view tab.
Select a product record.
Scroll down to the Assets list, add, edit, or delete records.

Note: This procedure can also be done using the Preventive Maintenance view of the Vehicles screen.

Process of Tracking Preventive Maintenance

End users can view preventive maintenance actions associated with a product or an individual vehicle. The Preventive Maintenance view tab displays a list of completed and planned maintenance actions for a vehicle.

To use Siebel Automotive for preventive maintenance tracking, end users perform the following tasks.

Note: For additional end-user procedures related to preventive maintenance, see Siebel Field Service Guide.

Viewing Preventive Maintenance History for a Vehicle

Use this procedure to view the preventive maintenance actions for a vehicle through the Preventive Maintenance tab of the Vehicles screen.

This task is a step in Process of Tracking Preventive Maintenance.

To view preventive maintenance history for a vehicle

Navigate to the Vehicles screen.
Drill down on the VIN field link for a selected vehicle record.
Click the Preventive Maintenance view tab.
In the Preventive Maintenance link bar, click the History link, if it is not already selected.
When a preventive maintenance action is completed, enter data in the Date Completed and Completed Reading fields.
The Completed Reading field is the reading for that particular preventive maintenance action. This value could be mileage, or oil level, and so on.
To view more details about the preventive maintenance plan, drill down on the link in the Plan Item Name field.

Working with Preventive Maintenance Plans for a Vehicle

Use this procedure to view, edit, create, and delete preventive maintenance plans for a vehicle through the Preventive Maintenance tab of the Vehicles screen.

This task is a step in Process of Tracking Preventive Maintenance.

To view, edit, create, and delete preventive maintenance plans for a vehicle

Navigate to the Vehicles screen.
Drill down on the VIN field link for a selected vehicle record.
Click the Preventive Maintenance view tab.
In the Preventive Maintenance link bar, click the Plan link, if it is not already selected.
In the Plan list, add, edit, or delete records.

17Setting Up Preventive Maintenance