Introduction

The Service Manager Advanced Maintenance Add-On is an optional Service Manager product. It enhances the existing Service Manager maintenance functions with a full Task and Activity based preventative maintenance system. It is ideal for large facility management applications such as in hospitals, hotels, refineries, mining sites and vehicle fleet management.

There are three basic types of Advanced Maintenance:

•Frequency or Schedule based maintenance

•Conditional maintenance triggered by certain criteria such as dates and meter reads

•Interval maintenance which is based on certain predefined intervals

Conditional and Interval maintenance include predictive calculations as well. Predictive calculations are based on average meter readings or period between maintenance.

Maintenance can be set up at Site and/or Equipment level. Maintenance can also be set up at Model level and then published to all Equipment of that Model. New Equipment will inherit the preventative maintenance plan set up for the Model. Subsequent modifications to a Model's maintenance plan can be republished across all Equipment of that Model type. Maintenance for a particular Equipment record can be individually tailored as necessary.

Maintenance can be scheduled by Site Location, Discipline, Period Groups, Levels, and can be linked to Service Level Agreements. e.g., Complete maintenance in Building 2, Radiology, Level 2, Room 11, for Electrical discipline only. Maintenance planning can also be determined using any of the following additional filters: Employee, Subcontractor, Equipment, Task, Discipline, Period, Site, Location, Level, Model, Model Group, and Zone.

Loadings for an entire year can be calculated in advance to determine resource requirements for employee & contractor labor and parts usage. Full profitability can be determined by period or in aggregate. Loadings and profitability can be broken down by various filters including disciplines, e.g., electrical, hydraulics or engineering disciplines, or locations at a site, such as radiology department, emergency department, etc.

Maintenance is Task based. Tasks can include unlimited Activities.

There are four basic Activity types:

•Check Procedure

•Numeric Measurement

•Text Input

•Question

Tasks include customizable statuses, priorities, assignment details, required skill sets and notations. Notations can include file attachments such as manuals, schematics, layouts or safety documents.

Task Billing Templates can be used to auto load predefined parts, services, labor charges and notations related to the Task, directly to a Job. This saves time, avoiding entry of repetitive information, and ensures that a minimum of standard information is always available to the user.

Setting up maintenance for subsequent years is easy as data does not need to be re-entered. Simply insert a new Calendar period and the previous maintenance plan is inherited.

Preventative maintenance can link directly to Service Level Agreements in Service Manager allowing calculation of true profitability.

When the Service Manager Advanced Maintenance Add-On is installed, a new tree node called V/M Maintenance is added to the Sage 300 desktop. This contains setup, processing and reporting icons relevant to the Advanced Maintenance Add-On.

 

Installing the Service Manager Advanced Maintenance Add-On allows Service Manager to generate and manage Advanced Maintenance Jobs directly from within Service Manager.

Maintenance Jobs created in the Document system can be identified by reference to a Worksheet number created in the Advanced Maintenance Add-On. The Worksheet number is unique and provides full reconciliation and tie back between the Job system and Advanced Maintenance Add-On programs.

The current status of a preventative maintenance Job in Service Manager is always visible in the Document tree.

There are many reports available in the Advanced Maintenance module listing Jobs due, Tasks and Activities on those Jobs, loadings (requirements for parts, services and labor) for future maintenance, setup reports and more. Custom reports can also be created using Crystal Reports.

When an Advanced Maintenance Job is posted to the Job system, the Billing Group node in a Job doubles as a Task Billing Group node. That means that task profitability can be monitored. Billing Groups can contain items, services, labor, and contractor charges, as well as notations.

In a typical scenario, a preventative maintenance Job may be created for an Equipment record. The preventative maintenance on that Equipment record may require that five tasks be completed. These will be displayed in the Job as separate Task Billing Groups under the Equipment node in the Job tree and will contain all relevant information such as activities to be performed, notes, skills required, relevant dates, etc.

Security levels for the Advanced Maintenance Add-On include access to setup, and processing functions. If a user has access to setup they will be able to modify maintenance plans. If a user has access to the Calendar and Worksheet functions they will be able to post Jobs into the Job system.

The Advanced Maintenance Add-On is full multicurrency, converting transactions into the Client currency and converting costs to Home or Functional currency when new Jobs are created. Price lists, including special pricing, as well as tax jurisdictions are also maintained during Job creation.

The Service Manager Advanced Maintenance Add-On increases productivity and efficiency as well as providing audit and accountability in the Preventative Maintenance Job workflow cycle.

Further Information

If you are an End User and would like more information about this product, please contact your Sage 300 Solution Provider.

If you are a Business Partner and would like more information about this product, please contact Technisoft at technisoft@technisoft.com.