Explaining the Phase-based Process

Watch the following video to learn more about the phase-based process.

During the Initiation phase, you can create maintenance requests for a technical object using the Create Maintenance Request app. The app allows you to view open requests. Until a maintenance request is submitted, the latest draft is available.

Each maintenance request can be prioritized using one of two options. You can select a priority from the list or assess the priority. The priority assessment is done based on a combination of consequence categories, consequences, and likelihoods.

The submitted maintenance request moves to the Screening phase. Here, maintenance requests are screened and accepted.

As a supervisor, you can review all the open maintenance requests in the Screen Maintenance Requests app. If information is insufficient, you can send the request back to the initiator. When the initiator provides information and resubmits the request, you can review the request again.

The Planning phase begins when a maintenance request is accepted. The accepted maintenance request is now known as a maintenance notification. As a Maintenance Planner, you can now create and plan orders.

You can submit an order for approval from Manage Maintenance Notifications and Orders app and Change Maintenance Order app.

Maintenance orders are approved through a flexible workflow process in the Manage Workflows for Maintenance Orders app. When you approve an order, baseline cost is set to equal to the planned cost. Approved orders can be released. After you release an order, the order moves to Preparation phase.

Once an order is approved for execution and released, it is set to In Preparation and passed to the Preparation phase. In this phase, you, as a maintenance planner, divide the maintenance effort into manageable groups, level out the workload over several weeks, determine the concrete time period for the requested maintenance work, and check the availability of all the resources, spare parts and services needed.

The Manage Maintenance Planning Buckets app aids you in effectively managing the maintenance backlog. Once-off or recurrent planning buckets allow you to organize major maintenance events such as a planned shutdown as well as define weekly maintenance windows for recurrent maintenance work.

When the maintenance planning buckets have been created and maintenance orders have been associated with particular planning buckets, the Manage Maintenance Backlog app provides a list of all the maintenance orders in a specific planning bucket. Here, you can view important order details, such as the order status, the order priority and the final due date.

Once you have submitted a maintenance order for scheduling, it is passed on to the Scheduling phase. During this phase, you dispatch the maintenance order, or the individual order operations and sub-operations, and thereby confirm that they have been scheduled at the right work center and at the right time.

Scheduling can be done with Resource Scheduling (dispatch individual order operations) or without Resource Scheduling (dispatch complete orders).

A prerequisite for this phase is that the operations have been set to status Ready for Execution.

In this phase, a maintenance technician receives all the orders that need to be executed. Generally, the technician executes the PRE (preliminary) and MAIN (main) operations for an order in this phase.

The supervisor changes the status of the order to Main Work Completed in the Find Maintenance Order application and the order appears in the Post-Execution phase. The technician proceeds with the post execution tasks for the order (recording of time spent on post execution operations, preparing malfunction details and failure data, and checking final confirmation of post-execution operations).

Once all pre, main and post maintenance tasks have been executed, the maintenance order is set to Technically Complete (Order) and is thereby passed on to the Completion phase. During this phase, the maintenance planner or financial controller reviews maintenance orders in sub-phase Technically Complete (Order), settles the orders financially, performs all the necessary tasks, and finally changes the corresponding order status to Complete (Business). Thereby, the maintenance order is finally set to the Closed (Order) sub-phase.

Watch the demo video to learn more about the phase-based process.