PeopleSoft Maintenance Management Overview

PeopleSoft Maintenance Management serves a key role in the Plan to Retire business process by enabling your organization to plan, construct, maintain, and replace assets in accordance with your organization's strategic goals.

With this application, you can:

  • Create an online self-service service request to obtain either service or repair on an asset.

    If the agent receiving the service request needs additional help in completing the request, then the agent can create a work order based on the service request.

  • Create and approve a work order to serve as the primary vehicle for planning, scheduling, executing, and costing the maintenance, repair, upgrade, and construction of assets.

    You can define and track the failure of an asset associated with the work order or work order task directly from the Work Order, Work Order Completion and Technician Workbench components. This enables you to analyze this data to discover trends and relationships affecting future failure occurrence, asset reliability, and maintenance and repair effectiveness measures.

  • Initiate work orders from the PeopleSoft CRM Help Desk application, PeopleSoft Project Costing, and PeopleSoft Program Management, PeopleSoft Purchasing, PeopleSoft eProcurement, and PeopleSoft Payables,

    You can use PepoleSoft Purchasing, eProcurement, and Payables to tie back to an existing work order.

  • Create and manage express work orders, standard work orders, and preventive maintenance work orders.

  • Create condition-based work orders.

    Using Web Services functionality, an external system monitors the condition of an asset and issues an alert to PeopleSoft Maintenance Management when the condition of the asset is abnormal and needs maintenance or repair. A planner/scheduler then creates a condition-based work order.

  • Integrate with PeopleSoft Asset Management to:

    • Change out component assets via work order tasks, as well as manage and track the retirement, replacement, and disposal of assets.

    • Manage warranties and generate warranty claims for assets associated with work order tasks.

  • Integrate with ESRI ArcGIS Online to:

    • Click a button from the Work Order, Technician Workbench, and Work Order Workbench components in PeopleSoft Maintenance Management to locate work orders on an ESRI GIS map and displays the details of each work order.

    • Click a button from the Basic Add, Define Asset Operational Information, and Asset Map Dashboard components in PeopleSoft Asset Management to view details about one or more assets and create an Express Work Order for an asset.

  • Integrate PeopleSoft Maintenance Management Web Services with a third-party mobile device, which is capable of adding and updating work orders and work order task information.

  • Set up work order job templates and work order task templates to predefine work order task requirements.

    Templates define combinations of resources that you can apply to work orders and work order tasks, reducing the amount of data entry needed to define work orders and lowering the potential for errors.

  • Create work order tasks within the work order that specifically define all aspects of each activity needed to complete a work order.

  • Optionally assign each work order task to a problem group, problem, cause, and resolution to facilitate tracking and analysis of issues and failures and standardize resolutions to problems.

  • Plan and identify labor, inventory, purchasing, and tool resource requirements and determine estimated costs for each work order task that is needed to complete a work order.

    Equipment Parts List (EPL) templates are set up for an asset category (asset type, subtype, manufacturer's ID, model) in PeopleSoft asset management. When you select an asset for a work order task that has one or more EPL templates associated with it, you can select and copy one or more inventory items from the EPL templates to rows on the Inventory Requirements grid. You can also select and copy one or more non-inventory and other procurable materials and services from one or more EPL templates to rows on the Purchase/On-Hand Requirements grid in a work order.

    If the selected asset for a work order task has one or more EPL templates associated with it, an authorized user can select inventory, non-inventory, and other procurable materials and services from the work order task rows in the Inventory Requirements grid and the Purchase/On-Hand Requirements grid, and add these inventory, non-inventory, and procurable materials and services to one or more EPL templates.

  • Schedule labor resources to:

    • Determine the availability and qualification of individual labor resources in order to schedule them appropriately to work order tasks.

    • Establish crew capacity and availability to schedule a crew in the Crew Scheduling Workbench for a specified period of time.

    • Use the Labor Assignment Workbench to assign individuals and members of crews to multiple work orders and work order tasks.

    • Use crew metrics to measure crew performance, which includes scheduled hours, unplanned hours, carryover hours, and completed hours, to plan for crew scheduling in future periods.

  • Schedule Inventory parts:

    • Specify inventoried parts, check the availability, commit the parts, and reserve the parts in inventory to schedule their use for each work order task.

    • If the asset selected for the work order task has one or more EPL templates defined, you can select inventory items set up on any of the templates and copy these items to the work order task row on the Inventory Schedules grid. An authorized user can also select inventory items for one or more task rows and add them to one or more EPL templates associated with the selected task's asset.

    Note: Use of Inventory is optional.

  • Schedule the purchase of non-inventoried items, tools, and labor services, as well items that are on-hand in the shop using PeopleSoft Purchasing or PeopleSoft eProcurement.

    • Check for the availability of selected non-inventory rows.

    • Create purchase orders or requisitions for selected rows.

    • If the asset selected for the work order task is associated with one or more EPL templates, you can select non-inventory and other procurable materials and services defined on any of the EPL templates and copy these items to the work order task row on the Purchase/On-Hand Schedules grid. An authorized user can also select non-inventory and other procurable materials for one or more task rows and add them to one or more EPL templates associated with the selected task's asset.

    Note: Installation of PeopleSoft Purchasing is required for PeopleSoft Maintenance Management, and the installation of PeopleSoft eProcurement is only required if you intend to create requisitions for a work order using PeopleSoft eProcurement.

  • Schedule tools:

    Check tool availability.

  • Create time-driven and/or meter-driven preventive maintenance schedules that enable the application to calculate the next maintenance due date and automatically generate work orders.

    Each preventive maintenance schedule is associated with a work order job template, which defines the resource requirements and task steps for the work order. Users run the Preventive Maintenance (WM_PM) process to generate work orders. They can also run the Preventive Maintenance Projection process to generate projections that can be viewed online or loaded into Microsoft Project.

  • Export work orders and preventive maintenance projections from PeopleSoft Maintenance Management into Microsoft Project 2007 for workload balancing, planning, and tracking.

    Import updated work orders from Microsoft Project 2007 into PeopleSoft Maintenance Management.

  • Enable assigned schedulers to manage their work order schedules using the Work Order Workbench.

  • Execute and complete work orders:

    • Enable technicians, or an authorized user, to access the Technician Workbench, where they can enter both time spent on a work order task and non-work order personal time for individuals and crews, as well as report and update usage of materials and tools.

      A technician can also print out assigned tasks, change the status of work order tasks, update actual dates and times, add problem, cause, and resolution data, enter meter readings, identify causal parts, view and add work order task notes, update specific asset information, including asset downtime, view work order task instructions, update work order task checklists, and work with file attachments. This feature also has powerful and flexible task searching capabilities.

    • Use the Work Order Completion component to expedite the entry of labor time, material and tool usage, enter causal parts, complete the checklist, update meter readings, review and add notes, enter asset downtime, and change the status for tasks associated with a single work order.

  • Set up work order inspection templates to predefine asset inspection activities.

    Work Order Inspection Plans allow you to define and organize various inspection codes that are used to capture data while inspecting assets.

  • Optionally create work order inspections for tasks using the work order component and execute work order inspection process.

  • Execute and complete work order asset inspections:

    • Use the Work Order Inspection component, where maintenance technicians can capture asset attribute data values and then evaluate them to determine the asset’s overall condition or operability.

    • Use the Technician Workbench and Work Order Completion components to quickly identify and complete work order inspections before setting the associated work order status to Complete.

  • Integrate with PeopleSoft Project Costing and PeopleSoft Asset Management to capture actual work order costs, calculate asset capitalization, and generate chargeback accounting entries based on work performed on an asset.

  • Automatically close the work order and update and track all costs in PeopleSoft Maintenance Management.

  • Review inquiries, which include the Asset Maintenance Cost Inquiry, Asset Maintenance History, Work Order History, Work Progress Tracking, Purchasing and Pegging, Chargeback, Capitalization, Crew Schedule, Crew Schedule Metrics, Crew Capacity Plan, Preventive Maintenance, and Preventive Maintenance Projections.

  • Generate reports, which include the Crew Capacity Report, Crew Schedule and Assignment Report, Crew Unscheduled Work Report, Crew Carryover Work Report, Schedule Completion Report, Material Readiness Report, Preventive Maintenance Reports, Labor Assignment Report, Material Assignment Report, Procurement/On-Hand Report, Tool Assignment Report, Instruction Report, Checklist Report, Work Order Notes Report, Work Order Task Notes Report, and Equipment Parts List.