Preventive Maintenance Process Flows

The Preventive Maintenance Process Flows simplifies the creation and updating of prerequisite data by guiding users through a series of panels. You can efficiently enter information related to asset types, maintenance schedules, specifications, triggers, template work orders, and activities. This streamlined approach enhances the user experience and ensures that all necessary preventive maintenance data is captured and properly linked.

There are two separate process flows for managing asset maintenance:

  • Maintenance Specification Process Flow - This process flow enables you to:
    • Create a new asset type or select an existing one
    • Create maintenance schedules (in-service, out-of-service, or both)
    • Create a maintenance specification
  • Maintenance Trigger Process Flow - This process flow enables you to:
    • Create a maintenance trigger
    • Create a new template work order and activity, or select existing ones
      • If you opt to create a new template work order and activity, the process flow also allows you to add resources, such as materials, labor, equipment, and miscellaneous items to the new template activity.

This simplifies the creation and updating of prerequisite data by guiding you through a series of panels to enter information for asset types, maintenance schedules, specifications, triggers, template work orders, and activities. This streamlined approach enhances the user experience and ensures that all required data is captured and properly linked.

Steps to Enable

To enable this feature, set up action methods by selecting Action Method then Add.

  • For the Maintenance Specification Process Flow:
  1. From the Select Business Object page, select "Maintenance Specification Action Mode" from the Action Method Business Object drop-down.
  2. Click OK.
  3. Enter an Action Method code.
  4. Select "Maintenance Specification Process Flow" from Action Method Role.
  5. Enter a Description for the action method.
  6. Select "Maintenance Specification" from Process Flow Type.
  7. Click Save.
  • For the Maintenance Trigger Process Flow:
  1. From the Select Business Object page, select "Maintenance Trigger Action Mode" from the Action Method Business Object drop-down.
  2. Click OK.
  3. Enter an Action Method code.
  4. Select "Maintenance Trigger Process Flow" from Action Method Role.
  5. Enter a Description for the action method.
  6. Select "Maintenance Trigger" from Process Flow Type.
  7. Click Save.

Access Requirements

System administrators should grant access to the Maintenance Specification Action Method BO (W1-MTMBOAS) and Maintenance Trigger Action Method BO (W1-MTMBOAS) application services to any user that will use the Maintenance Specification Process Flow.