PeopleSoft Maintenance Management System Overview

The following diagram illustrates the PeopleSoft Maintenance Management business process flow. Self-service service requests, agent/technician service requests, preventive maintenance schedules, PeopleSoft Project Costing, CRM and third party help desk applications, external condition monitoring and ESRI GIS asset mapping systems can all be used to create standard or express work orders in PeopleSoft Maintenance Management. Project Costing also provides projects and activities for work orders, and asset meter readings are collected and used in the Preventive Maintenance process to enable the generation of preventive maintenance work orders. Once work orders are created, you can identify labor, inventory, procured goods and services, and tool resource requirements for the work orders, as well as add instructions, checklists and attachments. You can set the work order up as pre-approved or set up Enterprise Components workflow approval. After approving a work order, you schedule the resources. The assigned technicians execute the work order and can enter labor and personal time, materials and tool usage, and asset meter information. Once the work is complete, the work order task status is changed to complete, which records the actual labor time, inventory and material usage, updates the asset status, confirms the checklist items, generates any warranty claims, updates the preventive maintenance log, record meter readings, captures failure detail, and the replacement and tracking of asset components. Once all tasks are complete, the work order is closed, and Asset Maintenance History is updated, chargebacks and asset capitalization and retirement costs are calculated, and the actual costs are updated in the work order. The asset maintenance costs are now available for analysis by management.

the PeopleSoft Maintenance Management business process flow

The following diagram illustrates how PeopleSoft Maintenance Management integrates with numerous PeopleSoft applications: Applications that integrate directly with Maintenance Management are PeopleSoft CRM and third party help desk applications, Microsoft Project, external condition monitoring systems, PeopleSoft Inventory and Cost Management, PeopleSoft Purchasing, PeopleSoft eProcurement, PeopleSoft Accounts Payable, PeopleSoft Asset Management, PeopleSoft Human Capital Management (HCM), PeopleSoft Program Management, PeopleSoft Project Costing, PeopleSoft Expenses, ESRI ArcGIS Online and Mobile Web Services. Products that indirectly integrate with PeopleSoft Maintenance Management are Centerstone (CAFM) by way of PeopleSoft HCM, and PeopleSoft General Ledger, which is used to update all accounting values coming from Inventory, Purchasing, Accounts Payable, and PeopleSoft Maintenance Management and PeopleSoft Project Costing

how PeopleSoft Maintenance Management integrates with numerous PeopleSoft applications

You are required to install three PeopleSoft applications to use PeopleSoft Maintenance Management, which include:

• PeopleSoft Asset Management

• PeopleSoft Project Costing

• PeopleSoft Purchasing

Other PeopleSoft applications that are normally used, but are not required, with PeopleSoft Maintenance Management are:

• PeopleSoft Inventory.

• PeopleSoft ALM (Asset Lifecycle Management) Portal Pack.

• PeopleSoft Program Management.

• PeopleSoft CRM (Customer Response Management) and Third-party Help Desk Applications.

• PeopleSoft eProcurement.

• PeopleSoft Expenses.

• PeopleSoft Time and Labor.

• PeopleSoft North American Payroll.

• External Condition-based Monitoring Systems

• Mobile Web Services.

• ESRI ArcGIS Online.

You have access to much of the functionality of PeopleSoft Resource Management and some of the time reporting functionality of the PeopleSoft Expenses module in PeopleSoft Maintenance Management. However, all of this functionality exists in PeopleSoft Maintenance Management, which means that you do not need to install PeopleSoft Resource Management and PeopleSoft Expenses to use PeopleSoft Maintenance Management. If you choose to enter personal time (non-work order related) time on the Technician Workbench and you want to track these expenses, then you must set up PeopleSoft Time and Labor. You can also set up PeopleSoft Northern Payroll so that PeopleSoft Time and Labor can send these expenses to payroll for processing and posting.

External Condition Monitoring Systems can also integrate with PeopleSoft Maintenance Management to enable the creation of condition-based work orders.

You can integrate with PeopleSoft Help Desk and other third-party help desk applications to create a corresponding work order and receive automatic updates as the work order progresses. In addition, you can locate a work order or asset on a map based on the integration between PeopleSoft Maintenance Management and ESRI ArcGIS Online.

PeopleSoft Maintenance Management provides a set of dedicated web services that enable mobile device integration with any third party suppliers or any system that supports web services integration. An integrated mobile device enables a maintenance technician to effectively and efficiently record and complete work order assignments.

The purpose of PeopleSoft Maintenance Management is to enable users to create work orders to maintain and repair assets. Therefore, users must select the assets that require work directly in PeopleSoft Maintenance Management. To accomplish this, PeopleSoft Maintenance Management integrates with the PeopleSoft Asset Management asset repository.

Users can:

• Search for an asset based on the asset tag number, serial ID, asset ID, Asset Management business unit, asset description, asset location, asset area ID, asset criticality, asset type, asset subtype, manufacturer ID, model, asset status, asset component hierarchy, and whether the asset is a linear asset directly from the work order.

  You can also refine your search when you select the asset type, asset subtype, manufacturer ID, and model by clicking a Supplemental Data Criteria link, which uses the selected asset characteristics and displays associated supplemental data information such as Maintenance Information, Hardware Information, and Machinery Information, depending on the selected characteristics.

• Indicate whether they want to identify an asset by serial number, asset ID, tag number, or vehicle identification number (VIN) in the work order business unit.

• Access any warranties that are associated with an asset that you identify in the work order and create warranty claims, when applicable, directly from the work order.

• Access Asset Maintenance History from the work order for the selected asset.

• Access the asset repository to identify tools by their asset characteristics (asset type, asset subtype, manufacturing ID, model) for use in completing work order tasks.

• Optionally select inventory, non-inventory, and other procurable materials from one or more Equipment Parts List (EPL) templates, which are set up in PeopleSoft Asset Management, and copy your selections to the work order task or work order ask template.

• Optionally select inventory, non-inventory, and other procurable materials select work order task and add them, if authorized, to one or more EPL templates defined for the asset selected for the work order task or the Work Order Task Template.

• Optionally define common problems, the cause of problems, and the resolution of problems, and create various combinations of these features into problem groups.

  When you create a problem group, you can associate it with an asset type, subtype, manufacturer, and model to help users quickly sort through the list of possible solutions to an asset's problems.

• Enter and track the downtime of an asset at the work order task level.

• Automatically track component changeouts, which means that you can remove, replace, and retire a capital asset that belongs to a parent asset.

  You can retire all kinds of assets, as well as install a capital asset component in a parent asset, using a work order in PeopleSoft Maintenance Management.

• Use the Asset Cost Maintenance Inquiry to analyze work order and non-work order related asset maintenance costs for assets based on a specified time frame.

When you create preventive maintenance schedules to generate preventive maintenance work orders for an asset, a group of assets (loop), or an asset location, you can determine the maintenance that is due based on meter-based readings and the passage of time. The Preventive Maintenance process (WM_PM) and the Preventive Maintenance Projection process calculate the next date due for preventive maintenance work orders or projections based on the scheduled recurrence pattern of the Preventive Maintenance schedule or the meter reading values that are found in the PeopleSoft Asset Management Meter Reading table and PeopleSoft Asset Management Meter History.

You can set up capitalization filters in PeopleSoft Maintenance Management to control which costs are sent to PeopleSoft Asset Management for capitalization or for inclusion in the cost of removal when retiring an asset. Although the costs to capitalize or to consider as costs of removal are attributable to work orders that are created in PeopleSoft Maintenance Management, PeopleSoft Project Costing collects the costs, summarizes them, and transmits them to PeopleSoft Asset Management for the appropriate accounting treatment.

When you create a work order, you must associate it with a project. Each work order task is associated with one project activity. You must install PeopleSoft Project Costing before you can use PeopleSoft Maintenance Management. You can generate work order transactions in PeopleSoft Purchasing, PeopleSoft Expenses, and PeopleSoft Inventory. These feeder systems then send work order costs to PeopleSoft Project Costing. Labor time entries are staged either manually or automatically depending on how they are entered in the PeopleSoft Expenses staging tables. Tool usage is calculated in PeopleSoft Maintenance Management and sent directly to PeopleSoft Project Costing. When the Cost Collection process is run in PeopleSoft Project Costing for PeopleSoft Purchasing, PeopleSoft Payables, PeopleSoft Inventory, PeopleSoft Expenses, and PeopleSoft Maintenance Management (tools), these costs are stored in the PROJ_RESOURCE table of PeopleSoft Project Costing where they are priced. They remain in the PROJ_RESOURCE table until PeopleSoft Project Costing accesses these costs to perform asset capitalization, calculate costs for retirement for assets that are being retired through a work order, and calculate chargebacks, which are forwarded to the General Ledger. The costs are updated in PeopleSoft Maintenance Management by the Cost Summarization process and appear on the Cost page of the Work Order component. They are used for cost tracking, analysis, and reporting.

The two types of projects that you can associate with a work order are:

• A Project Costing-managed project.

• A work order-managed project.

See Integrated Product Setup Considerations

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

PeopleSoft Maintenance Management integrates with PeopleSoft Purchasing and PeopleSoft Payables to enable you to:

• Set up requirements and determine estimated costs based on materials and services that you need to purchase.

• Copy these requirements to a schedule and add other materials and services that you want to purchase to the schedule.

• Select each row in the schedule and load it directly into the requisition or purchase order staging processes.

• Select non-inventory parts from an equipment parts list (EPL) template, if available for the asset that is selected for the work order task asset.

  You can also update an existing EPL with non-inventory parts and quantities selected for the task.

• Determine the availability of non-inventory parts based on pegged purchase orders or requisitions.

• Access PeopleSoft Purchasing to create a purchase order or a requisition and tie it back to the associated work order using the work order key values (business unit, work order ID, task, and resource line).

• Track the procurement transaction's progress by reviewing the status, which appears in the work order's schedule, as well as reviewing the Purchasing and Pegging inquiry.

• Run and analyze a Work Order Task Material Readiness report to resolve any delays in material availability of non-inventory materials between the scheduling and the start of work.

• Identify non-inventory or open description resources within the requirements or schedules that are already on-hand, including items that you have already purchased and have at your disposal for use on a work order.

  The parts that you identify as on-hand in the requirements and schedules inform the technician who is performing the work on the asset that the one or more on-hand parts are readily available for use on the task.

In addition, you can enter requisitions and purchase orders directly in PeopleSoft Purchasing, and enter vouchers in PeopleSoft Payables that can reference a work order business unit, work order ID, and resource type if the resource was not originally scheduled in the work order. Costs for these items are pulled back into the work order and flow down to the actual resource row.

PeopleSoft Maintenance Management enables users who have PeopleSoft eProcurement (ePro) to create eProcurement requisitions directly from the work order and load eProcurement requisitions for scheduled Purchase/On-Hand items for work order tasks to the PeopleSoft Purchasing staging tables for processing.

See PeopleSoft eProcurement Setup Considerations.

You can integrate PeopleSoft Inventory with PeopleSoft Maintenance Management when you want to use inventoried items to maintain or repair an asset. If you do not install PeopleSoft Inventory, the PeopleSoft Inventory-related fields do not appear in the work order. If you choose to install PeopleSoft Inventory, you can determine the inventory item requirements and estimated costs for materials that are required to complete a work order task.

A scheduler can copy these requirements to a schedule, as well as select additional items to schedule for each work order task. You can select from two item types, inventory and floor stock. An inventory item type indicates that the item is available from Inventory. Floor stock typically indicates that a shop has a low-cost, often-used part or item that shop supervisors keep in their shop, which can be added to the work order if needed. Floor stock items are not rolled up into the task or work order estimated costs and scheduled costs because these items were already procured through a normal purchase order outside of the work order.

After selecting an inventory item for a task, a scheduler can select an Item Availability button to determine whether an inventory item is available on a specified future date, and to determine the quantity that is available. If the item is unavailable, the system indicates the reason that it is unavailable. A scheduler can also access the Availability inquiry, the Item Balance inquiry, or both to determine whether enough quantity is on hand based on the demand by the work order. If the quantity of an item does not meet the demand of the work order, the scheduler can determine the earliest date that the item will be available. This information enables the scheduler to determine the best dates on which to start and end the work order task.

The scheduler can also go to the Pegging Workbench to determine whether any incoming supply exists for the particular item, which, at the time that the work order is being scheduled, might not have sufficient quantities to fulfill the work order. The work order places demand on this incoming supply, which assures that the items are received for the work order based on this demand.

A scheduler can commit and reserve quantities of inventory items from the work order task to ensure that the inventory quantity is available on the scheduled start date of a work order. You must set up a combination of commit and reservation rules at the business unit level, the shop level, or the work order type level in the shop. You must commit all items before they can be reserved. However, based on the way that you set up these rules, you can perform both activities at the same time if your commit and reservation rules dictate. In addition, an authorized user can override these rules to immediately reserve an inventory item by selecting the Reserve button.

The PeopleSoft Inventory commit rules are:

• Commit at Reserve.

• Parts List Creation.

• Pick Plan Creation.

• Work Order Status Change.

The work order reservation rules are:

• Batch Reserve only.

• Parts List Creation.

• Pick Plan Creation.

• Work Order Status Change.

The various combinations of these rules determine when you can reserve the item. These combinations are described in the description of the Integrations page of the work order business unit.

See Work Order Business Unit Integration Options.

Once the scheduler selects the items to use for the work order task, the commit and reservation rules are enforced in the PeopleSoft Inventory system based on either the generation of the parts list (when the work order is saved), the generation of a pick plan, or a change of the work order to a specified status. The commit method is identified in the work order business unit, shop definition, and shop/type levels. The scheduler can track the commitment status of an item, whether an item was generated on a pick plan, any quantities of an item that were issued to the work order, the current quantity of the item that is available in inventory, and the pegging status of an item.

If an EPL is available in PeopleSoft Asset Management, you can select the items that are associated with the asset that is being maintained or repaired from the list when defining the inventory requirements or scheduling the inventory in the work order task. You can also add selected inventory items to an EPL associated with the asset selected for a task.

You can also provide the PeopleSoft Inventory system with delivery instructions when you define the requirements or the scheduler schedules the items for the work order task. During work order execution, the technician gathers inventory items based on the delivery specifications, orders additional items (if necessary), returns any unused items, and records used quantities in the Technician Workbench.

Because a variety of events can occur that may negatively affect the availability of inventory items between the scheduling and the actual start of work, a planner or scheduler can check the availability of specific items that are selected for a work order task by clicking the Item Availability button on the Schedules page of the work order. To manage and track the availability of items that are selected for a number of work orders, the planner or scheduler can run the Work Order Task Material Readiness report frequently. Based on this report, the planner or scheduler can return to a specific work order and research and resolve individual availability issues.

All of the costs for the items that are used and returned to stock for the work order are processed in PeopleSoft Inventory, sent to the Project Costing system, and updated for tracking purposes in PeopleSoft Maintenance Management.

Inventory personnel can also issue inventory directly to a work order by using the inventory issues command in the Inventory > Fulfill Work Orders > Issue to Work Orders component. The system directly issues inventory items to a work order without setting up and defining requirements and schedules in the work order. This is applicable for urgent work orders or in a situation in which a work order is not scheduled. In addition, users can also generate a pick plan or schedule the Pick Plan process to run as needed or on a scheduled basis, such as every four hours, nightly, and so on. The Pick Plan process that is available in the PeopleSoft Inventory system provides more options to enable you to request pick plans for a batch of work orders. A technician, with the proper authorization, can also generate a pick plan and issue inventory from the Technician Workbench in PeopleSoft Maintenance Management.

See WO Issue Search Page.

See Work Order Pick Plan Page.

PeopleSoft Maintenance Management provides pagelets that enable operation managers, planners or schedulers, and technicians easy access to the data that is needed to effectively manage service requests, work orders, and work order tasks.

If you use PeopleSoft Program Management along with Project Costing, you can create a work order that is associated with a Project Costing-managed project from PeopleSoft Program Management. Once you create the work order, you can create work order tasks, define resource requirements, schedule resources, and execute the work order similar to any other work order.

 If PeopleSoft Program Management is installed and a work order is created from PeopleSoft Program Management or Project Costing, users can assign generic and named labor, materials, and tool resources to a work order that are established for a project in PeopleSoft Program Management. PeopleSoft Program Management also enables users to create resource pools, which consist of specific employee IDs, and associate one or more resource pools with a project and a project's activities. The employees in a resource pool can charge time against the project and its activities. Because activities are tied to work order tasks, resource pools that are set up in PeopleSoft Program Management enable you to set up work order access security to allow the members of a resource pool to access work orders and work order tasks in the Work Order, Express Work Order, and Technician Workbench components in PeopleSoft Maintenance Management. In other words, only employees who are specified in a resource pool for a project and project activity can access and charge time to the associated PeopleSoft Project Costing managed work order task. Work order access security for resource pools can work together with work order access security for shops to determine the technicians who can charge time to a work order task in the Technician Workbench. You set up the type of work order access security that you want to use in the work order business unit.

See Understanding Work Order Business Unit Setup.

The Asset Repository Manager (ARM) stores the asset data for all ALM products. This asset data can be shared across PeopleSoft CRM, FMS (Financial Management System), SCM (Supply Chain Management), and PeopleSoft HCM (Human Capital Management) suites and with third-party applications. PeopleSoft Maintenance Management uses PeopleTools Integration Broker to integrate with PeopleSoft CRM Help Desk and third-party help desk applications. When a help desk agent receives a call or a self-service notification that involves a problem that the agent cannot resolve without the intervention of one or more technicians, the agent can create a work order directly from the help desk application. The help desk application can access the assets in PeopleSoft Asset Management and the problems in PeopleSoft Maintenance Management to create a work order with the appropriate shop, type, service group, and priority that are set up in PeopleSoft Maintenance Management. The help desk application maintains a history of all transactions that are sent to PeopleSoft Maintenance Management.

See PeopleSoft CRM Help Desk and Third-Party Help Desk Application Setup Considerations.

See Work Order Creation from Help Desk Applications.

External condition monitoring systems measure and analyze current readings on equipment and determine whether the condition of the equipment is outside of normal operating parameters. When the condition is outside normal operating parameters, an alert, which is created manually or in real time, triggers a Web Service request from the condition monitoring system to PeopleSoft Maintenance Management. When PeopleSoft Maintenance Management receives the condition-based alert from the external condition monitoring system, it notifies a condition-based maintenance coordinator, who investigates the problem and creates a standard or preventive maintenance work order. PeopleSoft Maintenance Management tracks the life-cycle status of the alerts for an asset.

See Understanding Condition-based Maintenance

PeopleSoft Maintenance Management shares pages and tables with PeopleSoft Resource Management, an application that provides calendars and profiles for labor resources, schedule management for labor and tool resources, and a search engine to help identify the most qualified or applicable labor and tool resources to perform work. You are not required to install PeopleSoft Resource Management to use PeopleSoft Maintenance Management. Three primary methods are available to enter person data into the software from which to create resources in PeopleSoft Maintenance Management. These methods include:

• Synchronizing the PeopleSoft Human Resources Management System (HRMS) database, which provides key employee data, with your Financials Supply Chain Management database using the PeopleTools Integration Broker technology and the standard application messages that are delivered with the two databases.

  You must install PeopleSoft HRMS to use this method.

• Entering employees directly in the Financials Supply Chain Management (FSCM) database using the Manage Employee Data component in PeopleSoft Maintenance Management.

• Using the PeopleTools Integration Broker technology and the standard subscription application messages that are delivered with the FSCM database to receive data in XML publications from a third-party human resources database.

  This requires some custom development work to extract data from the third-party human resource management system and publish the data in the XML format that is required by the subscribing message in the FSCM database.

Regardless of which path you select, you must identify in PeopleSoft Maintenance Management the subset of labor resources that you are going to use as technicians to perform the work order tasks. In PeopleSoft Maintenance Management, you:

• Must assign each technician to one or more shops.

• Can optionally make a technician a member of a crew

• Can individually identify the primary and secondary crafts for each technician.

• Can specify the detailed qualifications of each technician.

The shop controls many of the default values that appear in the work order. You can define labor requirements based on the craft and determine estimated costs for each labor resource in the work order task. The scheduler can copy these requirements, if desired, to perform detailed scheduling and assign named resources to a work order task. The scheduler has four different methods to assign a labor resource or tool to a work order task, which include:

• Clicking the Recommend Labor button or the Recommend Tools button to use a Search engine that recommends both qualified and available resources.

• Performing a manual search through labor resources and tools to identify an appropriate available resource.

• Directly specifying the employee ID of the resource or asset ID on the task line.

• Directly specifying the employee ID or performing the Assign Resource action on the Labor Assignment Workbench.

Optionally, you can set up an approval process for labor resources that requires a technician's supervisor to approve an assignment before the technician is officially assigned to a work order task. Such approvals are usually required for technicians who are assigned to one shop, but are selected to work on a work order that is associated with a different shop. Approval is normally required by the supervisor of the technician's assigned shop.

When labor resources and tools are assigned and scheduled, the system updates the calendar of the technician or the tool. If you indicate that you want to update the resource calendar in the shop that is associated with the work order, then the calendar is updated to reflect the actual end date for the assigned task when the work order task status is changed to complete ahead of schedule. Technicians can access their own calendars, which identify work order task assignments and non-work order appointments, by clicking a link on the Technician Workbench. As work order tasks are performed, the technician can use the Technician Workbench to enter the exact time that the resource worked on each work order task. If a resource completes a task early or the task is canceled, the resource becomes available for assignment to other tasks.

PeopleSoft Maintenance Management shares pages and tables with PeopleSoft Expenses, an application that enables you to record actual time that is worked by technicians. You are not required to install PeopleSoft Expenses to use PeopleSoft Maintenance Management. Technicians or administrators can record the actual time that was expended on a work order task on behalf of technicians using the Technician Workbench. They can enter time on a daily, biweekly, weekly, and semimonthly basis. The time entry records that technicians enter, which are preapproved and include a sequence number that is associated with the total hours that are spent or the start and end times per work order, task and date, and reporting period, are staged within PeopleSoft Maintenance Management and then loaded into the tables that are shared with the PeopleSoft Expenses system at save or submit time. The user runs two application engine programs. The first one packages the time records into a PeopleSoft Expenses staging table, and the second one sends the data to Project Costing, where the labor costs are calculated by multiplying the quantity of hours by the labor cost rate and labor bill rate that are associated with the business unit, shop, or craft that is set up in PeopleSoft Maintenance Management.

You can also choose to enter personal time (non-work order time) for technicians on the Time Entry page of the Technician Workbench. You enable this option on the Business Unit 2 Definition page of the Expenses business unit. As with work order time entry, PeopleSoft Expenses shares this functionality with PeopleSoft Maintenance Management, which eliminates the need to install PeopleSoft Expenses.

After selecting the Stage Time Entries component in PeopleSoft Maintenance Management, you select the option to publish elapsed time. PeopleSoft Expenses publishes the elapsed time reporting data (non-work order time entered in the Technician Workbench) to PeopleSoft Time and Labor. PeopleSoft Time and Labor calculates the actual time to pay the employee or bill another organization. Typically, this payable time is sent to PeopleSoft Payroll for processing. If you do not install PeopleSoft Time and Labor and PeopleSoft Payroll, the collected data is only used for informational purposes.

See Integrating with PeopleSoft North American Payroll.

See Understanding Setting Up Approvals and Audit Rules.

Users can export work order schedule data, with the exception of crew schedules, and preventive maintenance projection data to Microsoft Project for further analysis and scheduling.

Users can import work order data that was exported to Microsoft Project from PeopleSoft Maintenance Management. However, this data does not include preventive maintenance projection data or crew schedule data.

See Search & Export Work Orders/PM Projections Page.

PeopleSoft Maintenance Management and PeopleSoft Asset Management integrate with ESRI ArcGIS Online to enable users to view the description and location of one or more assets directly on a map. You can access the map either from PeopleSoft Asset Management or from a work order in PeopleSoft Maintenance Management. When you access the map from PeopleSoft Asset Management, the AM business unit and the asset ID appear as a marker to identify the asset's location on the map. You can click this marker to display details about the asset. You can create a work order from the map based on the selected asset. When you access the map from PeopleSoft Maintenance Management for a work order associated with an asset, the work order business unit and work order ID appear as a marker to identify the work order's location on the map. You can click this location to display details about the work order.

With the increased availability and capability of wireless networks and mobile technologies, mobile devices are becoming more prominent and common in the workplace. Mobile devices can be equipped with various user interfaces that enable a user to enter and retrieve data using their mobile device and interface that data with the PeopleSoft Maintenance Management application. The user interfaces on mobile devices are often simplified versions of existing user interfaces in Maintenance Management, which provide key data elements and enterable fields that can be either real-time or right-time synchronized. Mobile devices are valuable in managing the assets of an organization by providing a simple process for capturing data and enabling the support and execution of maintenance activities. This encourages preventive maintenance, streamlines data acquisition and accounting, and promotes an increase in overall data accuracy and a decrease in costs.

It is important that you understand the following terminology in order to interface a mobile device of your choice with Maintenance Management web services.

There are a number of mobile device suppliers exist that provide user interfaces that can be set up to integrate with web services. PeopleSoft Maintenance Management provides a set of dedicated web services (APIs) that enable integration with mobile devices which are designed for use by technicians and are purchased from third party suppliers.

PeopleSoft Maintenance Management supports these capabilities and transactions for mobile technician devices:

• The capability to retrieve work order task details using Task Search Views set up on the Technician Workbench. Using a mobile device, a technician can access:

  • The work order header.

  • Work order tasks.

  • Valid task status transitions.

  • Checklists.

  • Instructions.

  • Materials.

  • Purchase orders.

  • Tools.

  • Task notes.

  • Asset downtime.

  • Scheduled labor.

• A technician using a mobile device can add or update this work order information:

  • The work order header. (add only)

  • Work order tasks, such as failure reporting using the problem, cause, and resolution hierarchy, and completing work orders.

  • Work order task status (update only).

  • Check lists.

  • Inventory materials.

  • Purchased and on-hand materials.

  • Tool asset actuals (update only).

  • Task notes. (add only)

  • Asset downtime.

  • Unscheduled labor. (add only)

  • Update labor actuals.

• A technician using a mobile device can access an Inventory issue to work order.

• A technician using a mobile device can retrieve this asset information.

  • Assets.

  • Meter readings.

  • Meter types.

  • Hazardous codes.

  • Comments.

• A technician using a mobile device can enter new meter readings.

• A technician using a mobile device can download all necessary prompting and supporting tables to support the above capabilities.