I am looking to draft a Preventive Maint checklist. Trying to find some reference examples
Posts: 6,843
Threads: 4
Joined: Mar 2015
This chapter provides an overview of the Preventive Maintenance business process and describes the setup steps for enabling the Preventive Maintenance module of the Field Service application suite.
A Preventive Maintenance program aids a Field Service operation in its proactive efforts to service customers in anticipation of service needs.
Customer's reactive service is effectively addressed in the Oracle Service suite of products. However, service centers also need systems that are equally effective in the proactive and reactive support scenarios. By leveraging Oracle Service and Contracts functionality, the Preventive Maintenance solution provides the capability to log service requests and allocate tasks to the appropriate resources with the right parts and schedule them in anticipation of the service need.
The following topics are detailed in this chapter:
Preventive Maintenance Business Process
Setting Up Preventive Maintenance Programs
Implementation Task Sequence for Preventive Maintenance
Create Users and Add Preventive Maintenance Responsibilities
Create PM Request Type and Map to Responsibilities
Create Resource Group of Preventive Maintenance
Create Preventive Maintenance Territory and Assign Resources
Create Task Template Groups and Task Templates
Create Master Items
Create Counter Groups and Counters
Create Preventive Maintenance Programs
Create Coverage Templates for PM Programs
Set Up Service Program/Warranty for Service Contracts
Add Service Program/Warranty Items to Price List