evolvefm operations & maintenance software

www.SimpleSolutionsFM.com

EvolveFMOperations & Maintenance Module Overview

Simple Solutions FM



Agenda

• Operations & Maintenance Module Overview• Preventive Maintenance Overview


OPERATIONS & MAINTENANCE MODULEOverview


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


Workflow

Service Request

reopen

Work Order

submitRequest

Reject, Hold,Reopen

assign close out

REQUESTER

process

Hold, Cancel, Reopen

review

CALL CENTERand

MAINTENANCE

MAINTENANCE


Email Notification

Who can be notified? The Requester

Labor Providers

Supervisors

Others

What triggers an email? New

Closed

Status Change

Comments

Completion due reminders


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.


Request Form

Required data fields displayed in RED

Hide/Show data fields by User Permissions

Classify Requests and automate processing


Service Request Workflow

Service Request

Reject, Hold,Reopen

assignreview

CALL CENTERand

MAINTENANCE

Designated Call Center and/or Maintenance users process all service requests.


Service Request Form

Review & complete request data

Reject or hold

Assign to Labor

Assign to Supervisor

Process & generate a work order


Work Order Workflow

reopen

Work Order

close outprocess

Hold, Cancel, Reopen

MAINTENANCEAuthorized maintenance technicians, supervisors, and/or administrators, process all work orders.


Work Order Form

Add Labor & Materials as needed

Fill in Additional Detail / Tasks

Attach Documents

Hold / Cancel

Close Out


Sample Printed WO


PREVENTIVE MAINTENANCEOverview


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


PM Routine

Attributes

Schedule

Tasks

Items (assets or locations)

Materials

Documents


PM Items

Assets

Locations


PM Task Hierarchy

Tasks

Steps (are assigned to a Tasks)

Readings (are assigned to Steps)


PM Schedule

Recurrence Pattern

Dates

Options


CONTACT USwww.SimpleSolutionsFM.com(p) 978.263.9911

What to learn more?

Contact us for a product demonstration.

evolvefm operations & maintenance software

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