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Getting Started with PeopleSoft Maintenance Management
Related Product Documentation
PeopleSoft Maintenance Management Overview
PeopleSoft Maintenance Management Business Processes
PeopleSoft Maintenance Management Integration Touchpoints
PeopleSoft Maintenance Management Implementation
Navigating in PeopleSoft Maintenance Management
Navigating in PeopleSoft Maintenance Management
Understanding PeopleSoft Maintenance Management
PeopleSoft Maintenance Management System Overview
PeopleSoft Maintenance Management Setup
PeopleSoft Maintenance Management Work Order Creation
Work Order Processing
Understanding Integrated and Shared Products Setup Considerations
Integrated Product Setup Considerations
Shared Products Setup Considerations
Setting Up PeopleSoft Maintenance Management System Parameters
Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management
Prerequisites
Defining a Service Request Business Unit
Setting Up a Work Order Business Unit
Setting Up Resource Assignment Approval Options in PeopleSoft Maintenance Management
Setting Up PeopleSoft Maintenance Management Work Order Parameters
Setting Up PeopleSoft Maintenance Management Asset Inspection Parameters
Setting Up Rules and Data Related to PeopleSoft Project Costing
Setting Up ChartField Distributions for PeopleSoft Maintenance Management
Setting Up Problem Cause Resolution Data and Problem Trees
Understanding PCR Setup and Tracking
Setting Up PCR Data
Creating a Problem Tree for Use in Service Requests
Setting Up Statuses for Service Requests and Work Orders
Understanding Service Request and Work Order Statuses
Defining Service Request Statuses
Defining Work Order Statuses
Setting Up Labor and Tools Resources
Understanding Labor and Tools Resource Setup and Maintenance
Setting Up Qualifications and Employee Data in PeopleSoft Maintenance Management
Generating Employees as Resources in PeopleSoft Maintenance Management
Setting Up Shifts, Schedule Patterns and Periods, Shops, and Crews
Maintaining Resources in PeopleSoft Maintenance Management
Defining Work Order Templates
Understanding Work Order Templates
Setting Up Work Order Templates
Configuring Work Order Approval Workflow
Understanding the Work Order Approval Workflow Architecture
Revising the Delivered Work Order Approval Workflow
Setting Up and Using Condition-based Maintenance
Understanding Condition-based Maintenance
Setting Up CBM Rules
Creating and Updating a CBM Alert in PeopleSoft Maintenance Management
Creating a CBM Alert Using Web Services
Setting Up and Generating Preventive Maintenance Work Orders
Understanding Preventive Maintenance Work Orders
Setting Up Preventive Maintenance Loops
Setting Up and Maintaining Preventive Maintenance Schedules
Running the Preventive Maintenance Process
Generating and Analyzing Preventive Maintenance Projections
Approving Preventive Maintenance Schedules Using PeopleSoft Fluid User Interface
Configuring PM Schedule Approval Workflow
Understanding the PM Schedule Approval Workflow Architecture
Revising the Delivered PM schedule Approval Workflow
Creating a Service Request
Understanding Service Request Creation and Use
Creating and Managing a Service Request
Creating a Service Request Using PeopleSoft Fluid User Interface
Creating a Work Order
Understanding Work Orders
Creating a Work Order
Creating Work Order Tasks
Using the Work Order Actuals Page
Using the Work Order Miscellaneous Page
Creating a Work Order Inspection Using the Work Order Component
Approving Work Orders
Understanding the Work Order Approval Process
Prerequisites
Administering Work Order Approvals
Approving Work Orders Using PeopleSoft Fluid User Interface
Managing Warranty Claims
Understanding Warranty Claim Management in PeopleSoft Maintenance Management
Managing Warranty Claims
Defining Work Order Task Requirements
Understanding Work Order Task Resource Requirements
Defining Resource Requirements for a Work Order Task
Scheduling a Work Order
Understanding Resource Scheduling
Using the Work Order Schedules Page to Schedule Resources
Viewing and Editing Work Orders, Work Order Task, and Asset Components Relationships
Scheduling Labor Resources for a Work Order Task
Scheduling Inventory Resources for a Work Order Task
Scheduling Purchase/On-Hand Resources for a Work Order Task
Scheduling Tool Resources for a Work Order Task
Managing Schedules Using the Work Order Workbench
Performing Crew Scheduling
Understanding Crew Scheduling
Performing Crew Capacity Planning
Scheduling Crews
Using the Labor Assignment Workbench
Using Crew Schedule Metrics
Reviewing Crew Rescheduling History
Understanding Asset Retirement and Component Changeout in PeopleSoft Maintenance Management
Asset Retirement in PeopleSoft Maintenance Management
Component Changeout in PeopleSoft Maintenance Management
Completing Work Order Tasks
Understanding Work Order Task Completion
Using the Technician Workbench to Complete Work Order Tasks
Completing Work Order Inspections
Staging Time Entries
Expediting Work Order Completion
Using Mobile Technician Fluid User Interface
Understanding Mobile Technician
Using Mobile Technician
Using Open Work Orders Page
Closing Service Requests, Work Order Tasks, and Work Orders
Understanding Service Request and Work Order Close
Running WM_CLOSE for Service Requests, Work Order Tasks, and Work Orders
Running the Cost Summarization Process
Understanding the Maintenance Management WorkCenter
Understanding the Maintenance Management WorkCenter
Understanding the My Work Pagelet
Understanding the Links Pagelet
Understanding the Queries Pagelet
Understanding the Reports/Processes Pagelet
Understanding the Maintenance Management WorkCenter Dashboard
Using the Maintenance Management WorkCenter
Working With Work Orders
Working With Preventive Maintenance
Working With Exceptions
Setting Up and Performing Work Order Failure Tracking and Analysis
Understanding Work Order Failure Tracking and Analysis
Setting Up for Work Order Failure Tracking and Analysis
Adding and Reviewing a Failure Event
Performing a Failure Analysis
Reviewing PeopleSoft Maintenance Management Inquiries
Understanding PeopleSoft Maintenance Management Inquiries
Using the Asset Maintenance History Inquiry
Performing an Asset Maintenance Cost Analysis
Using the Work Order History Inquiry
Using the Work Progress Tracking Inquiry
Using the Work Order Procurement Inquiry
Using the Chargeback Inquiry
Using the Capitalization Inquiry
Using the Crew Schedule Inquiry
Using Supplemental Data
Understanding Supplemental Data
Establishing Supplemental Data
Scenarios for PeopleSoft Maintenance Management
Understanding Troubleshooting
Example: Setting Up Smart Tags in a Problem Tree
Examples: Processing Linked PM Schedules
Configuring Batch Processes
Configuring Temporary Tables for Batch Processing
Delivered Workflows for PeopleSoft Maintenance Management
Delivered Workflows for PeopleSoft Maintenance Management
Analyzing Maintenance Management Using PeopleSoft Insights
Analyzing Maintenance Management Using PeopleSoft Insights
PeopleSoft Maintenance Management Reports
PeopleSoft Maintenance Management Reports: A to Z
PeopleSoft Maintenance Management Selected Reports
Report Samples