Overview of Preventive Maintenance Tasks for Customer Assets

You can use Maintenance, Service Logistics, Fusion Service, Field Service, and Order Management to maintain customer assets, as depicted in the following diagram:

Field Service Preventive Maintenance Process

The preceding diagram shows the tasks for the Field Service Preventive Maintenance process, which are described in the following sections: Create Maintenance Work Orders, Create Service Requests and Field Service Work Orders, Perform Maintenance and Debrief (Parts, Labor, and Expenses), Post Charges and Generate Invoices, Close Service Requests and Work Orders.
The tasks in this diagram make up the following processes:
  • Create maintenance work orders.

  • Create service requests and field service work orders.

  • Order, ship, and receive required parts.

  • Perform maintenance and debrief (parts, labor, and expenses).

  • Post charges and generate invoices.

  • Close service requests and work orders.

These task and processes are described in detail in this chapter.