Maintenance Programs

In this use case, a maintenance manager needs to ensure that routine forecast and preventative maintenance are performed successfully.

Description Integration Type Integration Options Notes

As a maintenance manager, you need to ensure that routine forecast and preventative maintenance are performed successfully. During implementation, you'll need to define new maintenance programs and work requirements to model each of your existing preventative maintenance plans from your legacy system.

This effort requires:

  • Translating the existing preventative maintenance work scope and cadence in your legacy system to the appropriate forecast method, work definitions, and intervals in a work requirement.
  • Grouping similar work requirements into common programs, by location, asset type, or category of maintenance.
  • Defining each level of a program and work requirement to ensure all required attributes are defined during implementation.
  • Verifying each combination of forecast method and upload validations between columns in the spreadsheet.
Inbound OTBI - Maintenance Programs Start by defining a few different combinations of programs to ensure you understand the validations between columns, forecast options, and outcome after the forecast is generated.