PeopleSoft Maintenance Management System Overview

Proper maintenance of an organization's asset infrastructure is essential to ensuring safety, complying with regulations, and achieving the financial and operational targets that are established by the organization's management. PeopleSoft Maintenance Management enables organizations to create work orders, schedule the resources to perform the tasks that are identified on the work orders, and track the costs that are associated with the maintenance and repair of these assets. In addition, the employees of an organization, as well as non-employees, can create a service request using an online self-service form to request that an agent arrange for the performance of maintenance, repair, or facility move activities. If necessary, the agent can create a work order based on a service request. In PeopleSoft Maintenance Management, a work order can consist of one or more work order tasks. A work order can address a single asset, multiple assets, or a general service that is not associated with a particular asset. Each task specifies the work that is required and optionally, the asset that requires repair or maintenance.

This section discusses:

  • PeopleSoft Maintenance Management process flow.

  • PeopleSoft Maintenance Management integrations.

  • PeopleSoft Maintenance Management integration with PeopleSoft Asset Management.

  • PeopleSoft Maintenance Management integration with PeopleSoft Project Costing.

  • PeopleSoft Maintenance Management integration with PeopleSoft Purchasing and PeopleSoft Payables.

  • PeopleSoft Maintenance Management integration with PeopleSoft eProcurement.

  • PeopleSoft Maintenance Management integration with PeopleSoft Inventory.

  • PeopleSoft Maintenance Management integration with PeopleSoft ALM Portal Pack.

  • PeopleSoft Maintenance Management integration with PeopleSoft Program Management.

  • PeopleSoft Maintenance Management integration with PeopleSoft CRM and third-party help desk applications.

  • PeopleSoft Maintenance Management integration with condition-based monitoring systems.

  • PeopleSoft Maintenance Management integration with PeopleSoft Resource Management.

  • PeopleSoft Maintenance Management integration with PeopleSoft Expenses.

  • PeopleSoft Maintenance Management integration with Microsoft Project.

  • PeopleSoft Maintenance Management integration with ESRI.

    Note:

    The integration with ESRI ARCGIS (Geographic Information System) and Asset Lifecycle Management is no longer supported as of FSCM Update Image 9.2.055.

  • PeopleSoft Maintenance Management integration with Mobile Web Services.

Users can:

  • Determine labor, inventory, non-inventoried materials and services, and tool resource requirements for each task.

  • Calculate the estimated costs.

  • Assign and schedule the resources for each task.

  • Update the usage of resources when the task is carried out to generate cost transactions in the subsystems.

The Work Order Workbench offers an efficient user interface for planners, supervisors, and schedulers to rapidly schedule each work order task. To reduce the burden of scheduling each technician, the Crew Scheduling Workbench provides an efficient means for scheduling labor resources at a crew level in specific periods and establishes the scheduled hours metrics by crew and craft for future schedule completion and compliance analysis. Once crew scheduling is completed for the next period, the craft supervisor can use the Labor Assignment Workbench to assign each technician to the scheduled tasks. This workbench enables the supervisor to view the daily availability of all crew members at one time and allocate the workload appropriately. When the work is performed, the Technician Workbench enables technicians to access key work order task information, print the work order and associated documentation, and record the details of the performed work. If an organization wants to expedite time and resource entry based on the tasks that are associated with one work order, they can use the Work Order Completion component.

You can also create preventive (recurring) maintenance schedules from which the system can automatically generate work orders based on the passage of time or meter readings. Users can generate work forecasts and load the detail into Microsoft Project to plan workloads.

Each work order task is associated with one project activity. Project activities track the costs that are incurred by each work order task and the work order. Depending on your setup, work order costs can flow from PeopleSoft Maintenance Management, PeopleSoft Inventory, PeopleSoft Purchasing, PeopleSoft eProcurement, PeopleSoft Payables, and PeopleSoft Expenses into PeopleSoft Project Costing. PeopleSoft Project Costing can also capitalize and charge back the costs of each work order task based on the eligibility of the task for these transactions. After the close of an individual work order task, PeopleSoft Project Costing performs any capitalization calculations to increase the value of an asset in PeopleSoft Asset Management. Users can indicate that they want PeopleSoft Project Costing to charge back work order costs to another organization. Chargebacks occur upon the close of a work order. Work order tasks can also trigger the retirement of financial assets.

For equipment and all other types of assets, PeopleSoft Maintenance Management can provide warnings that warranties are in effect and lets users create warranty claims based on the detail that is captured on work orders.

Although the application is called PeopleSoft Maintenance Management, it is tightly integrated with other applications to facilitate the management of project-oriented initiatives. With PeopleSoft Project Costing and PeopleSoft Maintenance Management, you can manage demolition, large-scale maintenance expenses, and capital projects, and if you need more advanced project scheduling, monitoring, and reporting, you can use PeopleSoft Program Management.