EvolveFM Operations & Maintenance Software
Post on 22-Nov-2014
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EvolveFMOperations & Maintenance Module Overview
Simple Solutions FM
www.SimpleSolutionsFM.com
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Agenda
• Operations & Maintenance Module Overview• Preventive Maintenance Overview
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OPERATIONS & MAINTENANCE MODULEOverview
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The 3 EvolveFM Maintenance Module Components
1. Requester
2. Call Center
3. Maintenance
Submit service requests via the web(optional)
Process submitted service requests(optional)
All maintenance functions• Administration• Service Requests• Work Orders• Preventive Maintenance
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Workflow
Service Request
reopen
Work Order
submitRequest
Reject, Hold,Reopen
assign close out
REQUESTER
process
Hold, Cancel, Reopen
review
CALL CENTERand
MAINTENANCE
MAINTENANCE
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Email Notification
Who can be notified? The Requester
Labor Providers
Supervisors
Others
What triggers an email? New
Closed
Status Change
Comments
Completion due reminders
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Request Workflow
submitRequest
REQUESTER Users with proper permissions can submit service requests via the web.
All submitted requests are funneled to the Call Center & Maintenance components.
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Request Form
Required data fields displayed in RED
Hide/Show data fields by User Permissions
Classify Requests and automate processing
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Service Request Workflow
Service Request
Reject, Hold,Reopen
assignreview
CALL CENTERand
MAINTENANCE
Designated Call Center and/or Maintenance users process all service requests.
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Service Request Form
Review & complete request data
Reject or hold
Assign to Labor
Assign to Supervisor
Process & generate a work order
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Work Order Workflow
reopen
Work Order
close outprocess
Hold, Cancel, Reopen
MAINTENANCEAuthorized maintenance technicians, supervisors, and/or administrators, process all work orders.
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Work Order Form
Add Labor & Materials as needed
Fill in Additional Detail / Tasks
Attach Documents
Hold / Cancel
Close Out
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Sample Printed WO
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PREVENTIVE MAINTENANCEOverview
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generate
PM Routine Structure
Preventive Maintenance
RoutineStepsReadings
Tasks
Schedule
Asset orLocation Items
Name
Work Order
PM Routines are defined by assigning at least one asset or location, one task, and defining a Work Order generation schedule
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PM Routine
Attributes
Schedule
Tasks
Items (assets or locations)
Materials
Documents
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PM Items
Assets
Locations
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PM Task Hierarchy
Tasks
Steps (are assigned to a Tasks)
Readings (are assigned to Steps)
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PM Schedule
Recurrence Pattern
Dates
Options
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CONTACT USwww.SimpleSolutionsFM.com(p) 978.263.9911
What to learn more?
Contact us for a product demonstration.
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