Getting Started with Peoplesoft Enterprise Maintenance Management

This chapter presents an overview of Maintenance Management and discusses:

Maintenance Management business processes.
Maintenance Management integration touchpoints.
Maintenance Management implementation.

Maintenance Management Overview

PeopleSoft Enterprise Maintenance Management serves a key role in the Plan to Retire business process by enabling your organization to plan, construct, maintain, and replace assets in accordance with your organization’s strategic goals.

With this application, you can:

Create an online self-service service request to obtain either service or repair on an asset.

If the agent receiving the service request needs additional help in completing the request, then the agent can create a work order based on the service request.
Create and approve a work order to serve as the primary vehicle for planning, scheduling, executing, and costing the maintenance, repair, upgrade, and construction of assets.

Maintenance Management integrates with Asset Management to manage and track the retirement, replacement, and disposal of assets, as well as handle asset component changeouts.
Create work order tasks within the work order that specifically define all aspects of each activity needed to complete a work order.
Optionally assign each work order task to a problem group, problem, cause, and resolution to facilitate tracking and analysis of issues and failures and standardize resolutions to problems.
Plan and identify labor, inventory, purchasing, and tool resource requirements and determine estimated costs for each work order task that is needed to complete a work order.

Use Inventory, if desired, to plan and identify inventory parts requirements needed to complete a work order task. You can also use Purchasing to procure labor, tools, and non-inventory material resources.
Set up work order job templates and work order task templates based on these requirements.

Templates define combinations of resources that you can apply to work orders and work order tasks, reducing the amount of data entry needed to define work orders and lowering the potential for errors.
Determine the availability and qualification of labor resources and the availability of tool resources so that you can schedule them appropriately.
Specify inventoried parts, check availability, and commit the parts in inventory to schedule their use for each work order task.
Create purchase orders or requisitions to purchase non-inventoried materials, tools, and labor services for scheduling in a work order task. The installation of Purchasing is required for Maintenance Management.
Create time- and/or meter-driven preventive maintenance schedules that enable the application to calculate the next maintenance due date and automatically generate work orders.

Each preventive maintenance schedule is associated with a work order job template, which defines the resource requirements and task steps for the work order. Users run the Preventive Maintenance (WM_PM) process to generate work orders, and they can run the Preventive Maintenance Projection to generate projections that can be viewed online or loaded into Microsoft Project.
Load work order scheduling data and preventive maintenance projections into Microsoft Project for workload balancing, planning, and tracking.
Enable technicians to access the technician's workbench where they can enter time spent on a work order task, as well as report and update usage of materials and tools for each work order task.

A technician can also print out assigned tasks, change a work order task's status, update actual dates and times, add problem, cause, and resolution data, enter meter readings, identify causal parts, view and add work order task notes, update specific asset information, view work order task instructions, update work order task checklists, and work with file attachments. This feature also has powerful and flexible task searching capabilities.
Integrate with Project Costing and Asset Management to capture actual work order costs, calculate asset capitalization, and generate chargeback accounting entries based on work performed on an asset.

You can set up an equipment parts list (EPL) in Asset Management that defines inventory and non-inventory materials that are used to maintain and repair an asset. Users can access EPL directly from Maintenance Management and use it to define resource requirements when scheduling a work order task.
Automatically close the work order and update and track all costs in Maintenance Management.

Maintenance Management Business Processes

We discuss these business processes in the business process chapters of this PeopleBook.

Creating a service request.
Creating a work order.
Approving a work order.
Defining labor, inventory, non-inventory, and tool resource requirements.
Scheduling labor, inventory, non-inventory, and tool resources for a work order.
Executing a work order, recording and capturing costs, and updating the Maintenance Management transactions in the appropriate subsystems.
Generating a work order using the Preventive Maintenance process (WM_PM).
Generating projections using the Preventive Maintenance Projection process.
Closing a work order and updating Maintenance Management costs.
Tracking Maintenance Management costs.
Performing Maintenance Management inquiries.
Generating Maintenance Management reports.

The following process flow introduces Maintenance Management business processes.

Work Order Process Flow

Maintenance Management Integration Touchpoints

PeopleSoft Enterprise Maintenance Management integrates with these PeopleSoft applications.

PeopleSoft Enterprise Asset Management.
PeopleSoft Enterprise Project Costing.
PeopleSoft Enterprise Purchasing.
PeopleSoft Enterprise Payables.
PeopleSoft Enterprise General Ledger.
PeopleSoft Enterprise Inventory.
PeopleSoft Enterprise IT Asset Management.
Peoplesoft Enterprise Expenses.
PeopleSoft Enterprise Real Estate Management.
PeopleSoft Enterprise Resource Management.
PeopleSoft Enterprise Program Management.

Maintenance Management Integration Model

We discuss the integration considerations in the implementation chapters of this PeopleBook.

Supplemental information about third-party application integrations is located on the PeopleSoft Customer Connection web site. Third-party products that are used by Maintenance Management are:

Microsoft Project.
Verity.

Maintenance Management Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise Application Fundamentals 8.9 PeopleBook with information about where to find the most current version of each.