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Overview
PM_200
Course Content
Prerequisites
Roles
immediately throughout
the system
W
(N ork
ot Re
ifi
ca que
tio st
ns s
)
Real-time access of
ers
IRIS
Database
common information in PM
Virtual elimination of
Eq
uip
m
e
tiv ce
en n
ev tena
r
P in
Ma
en
t
Materia
ls
r
Wo
rd
kO
Unit 1
The Plant
Maintenance Process
PM Overview - PM_200 (v2)
Do the Work
Web Request
Priority / Dates
Parts Issued
Phone Call
Labor Required
Purchase Reqs
Parts
Preventive Maintenance
History/Analysis
Technical History
Procedures
Schedules
Breakdowns
Comments
Costs
Codes
Notification
Work Order
Do the Work
Goods Issue
Purchase Order
Preventive Maintenance
History/Analysis
Task List
Maintenance Plan
Order Confirmation
Reports
UK Business
Warehouse
Organizational in nature
Functional Locations
10
The Building:
LX-0030
Student Center
The Floor:
LX-0030-02
The Room:
LX-0030-02-249
LX-0030-ST
Stairway
LX-0030-EL
Elevator
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Exercise 1
Display
Functional
Location
IL03
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Unit 2
Notifications
(Work Requests)
PM Overview - PM_200 (v2)
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Notification
Work Order
Do the Work
Goods Issue
Purchase Order
Preventive Maintenance
History/Analysis
Task List
Maintenance Plan
Reports
UK Business
Warehouse
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What is a Notification?
Report a problem
Request work
Record an event or activity
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Description
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Daily Operations
Emergency
Research FAC
Renovations
Scheduled Maintenance
Elective Improvement
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Reported by
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Notification
Type is
required.
Click on the
Possible
Entries icon
to see options.
Double-click
on your choice.
Press Enter.
PM Overview - PM_200 (v2)
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10
Notification Types
Campus PPD
Medical
Center PPD
Housing
PPD
Emergency
CE
ME
HE
Fire Alarm
CF
MF
HF
CL
ML
HL
Problem Report
CP
MP
HP
Work Request
CR
MR
HR
Notification created
by external system
CX
MX
HX
Description
ResNet Notification
HN
PM Overview - PM_200 (v2)
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Creating a Notification
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Creating a Notification
Select the
Priority from the
drop-down list
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Creating a Notification
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Notification Number
The Notification
number is
displayed in the
lower-left corner
of the screen
PM Overview - PM_200 (v2)
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Exercise 2
Display a
Notification
IW23
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13
Unit 3
Work Orders
PM Overview - PM_200 (v2)
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Notification
Work Order
Do the Work
Goods Issue
Purchase Order
Preventive Maintenance
History/Analysis
Task List
Maintenance Plan
Reports
UK Business
Warehouse
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14
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30
15
area (Work
Work Control Centers)
Centers to create orders to initiate
work to be done.
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Name
Cash Chargeout Order
Example: Fraternity Work
Special Event
Example: Commencement
Preventive Maintenance
Example: Oil HVAC regularly
Renovation (Charged Out)
Example: Install new bathroom
Corrective (Repair)
Example: Repair hinge on door
PM Overview - PM_200 (v2)
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18
Priority
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Priority Information
Description
Start
End
Area(s)
Emergency
10 Min
24 Hours
MCPPD
Emergency
30 Min
24 Hours
PPD, Housing
General Maint.
7 Days
30 Days
MCPPD
Scheduleable Maint.
7 Days
30 Days
PPD, Housing
Daily Operations
1 Day
2 Days
All
1 Hour
4 Hours
PPD
Priority Maintenance
1 Hour
4 Hours
Housing
Patient Care
1 Hour
4 Hours
MCPPD
Elect. Improv.
3 Days
10 Days
MCPPD
Elect. Improv.
PPD, Housing
Renovations
PPD, MCPPD
Renovations/AptChk
Housing
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19
Functional Location
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Functional Location
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Functional Location
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Exercise 3
Display a
Work Order
IW33
45
Unit 4
Materials
PM Overview - PM_200 (v2)
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23
Do the Work
Goods Issue
Work Order
Purchase Order
Preventive Maintenance
History/Analysis
Task List
Maintenance Plan
Reports
UK Business
Warehouse
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24
For example, say next week you plan to replace the air filters
in your building. You can set up the work order and under
materials needed go ahead and fill out the number for air
filters. If the materials are stock, this will reserve the
materials you need. You can pick them up under your Work
Order number or the Storeroom can deliver the materials
when needed.
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50
25
Once you find a supplier for the item, you will proceed
with a Purchase Requisition (as we do currently) or use
the Pro-Card when necessary
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They will also get your name when you pick up the
materials
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Future Enhancements:
Task List - if you include the Task List on an order this will also
include any materials on that Task List.
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Unit 5
Time Processing
PM Overview - PM_200 (v2)
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31
Notification
Work Order
Do the Work
Goods Issue
Purchase Order
Preventive Maintenance
History/Analysis
Task List
Maintenance Plan
Reports
UK Business
Warehouse
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Time Entry
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32
Time Entry
Choose PMWEEKCA in
the Data Entry Profile
field, and then click on the
Change icon (pencil).
PM Overview - PM_200 (v2)
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Time Entry
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Time Entry
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Time Entry
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Time Entry
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Unit 6
Equipment
PM Overview - PM_200 (v2)
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35
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Creating Equipment
Equipment information
Equipment number
Description
Functional Location
Manufacturer information, which can include
model number, manufacturer part number,
manufacturer serial number
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C = Campus PPD
M = Med Center PPD
H = Housing
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Functional Location
information is on the
Structure tab.
PM Overview - PM_200 (v2)
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Equipment - Classification
Classification
information may also be
available, such as JCAH
code for the Hospital.
PM Overview - PM_200 (v2)
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39
Unit 6 Equipment
Exercise 4
Display
Equipment
IE03
79
Unit 7
Reports
PM Overview - PM_200 (v2)
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40
Reporting in IRIS
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84
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Creating a Variant
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Using a Variant
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44
Using a Variant
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Be patient.
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45
Unit 7 Reports
Exercise 5
List Display
Notifications
IW29
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Course Summary
You should now have a better understanding of:
PM Time Processing
Equipment
Reports
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Contact Information
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