Overview
It is important to estimate repair/corrective maintenance requests to determine whether corrective maintenance is actually required.
The requests are evaluated by the maintenance approver who decides whether to approve or reject them.
Once the request is approved, planning of required action fulfillment is started.
It is also important to define whether it is necessary to convert a request into a repair and maintenance order. After the request approval, a repair and maintenance order is created.
As a result of the process, repair/corrective maintenance is evaluated and approved, and a repair and maintenance order is created.
Evaluate and approve repair and maintenance requests flowchart
Paths
| Path | Assets management → Repair and maintenance → R&M documents |
|---|---|
| In-app link EN code |
e1cib/command/DataProcessor.RMDocumentJournal.Command.RMDocuments
|
| In-app link RU code |
https://app.1c-demo.de/erp_demo_all_lang/#e1cib/command/Обработка.ЖурналДокументовТОиР.Команда.ДокументыПоОбслуживаниюИРемонтам
|
How to evaluate repair/corrective maintenance requests
1. Go to Assets management and then click R&M documents under Repair and maintenance.
2. Click More actions → Configure list and set the Registered value in the Status drop-down list.
3. Open the appropriate Repair and maintenance request document.
4. In the Repair and maintenance request document, review the information captured initially.
5. Amend the information if it is needed.
6. Assess if the R&M order placement is required.
How to approve repair/corrective maintenance requests
1. In the Repair and maintenance request document, set the Approved status of the document.
2. Click the Comment tab.
3. Add decision notes.
4. Post the document.
How to decline repair/corrective maintenance requests
1. In the Repair and maintenance request document, set the Declined status of the document.
2. Click the Comment tab.
3. Add decision notes.
4. Post the document.
How to create R&M orders
1. In the Repair and maintenance request document, click Generate → RM order.
2. In the R&M order document, review the information filled automatically.
3. Select an Asset, a Transaction, an RM work type, and a Maintenance program.
4. Fill the Work name field.
5. Click the More tab.
6. Select the Company.
7. Set the Created status.
8. Select the Priority.
How to define a scope of work for R&M orders
1. Click the R&M works tab.
2. Fill the Asset/sub-assets, R&M work, and default Expense item for each line to define a scope of work.