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Service Management

PART II: Preventive Maintenance & Contracts

Session 5: PM Utility & System Types

Course Code: SVC-05

Goal: Configure reusable preventive maintenance (PM) templates and task strategies for consistent, proactive asset management across service sites.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate to Advanced (Service managers, planners, engineers)
Resources Provided:

  • PM Task Template Builder
  • System Type Categorization Guide
  • AI Scheduling Logic Overview
  • Task Import Sample Sheet
  • PM Assignment Checklist

Learning Objectives

By the end of this session, participants will be able to:

  • Navigate the PM Utility sub-module and understand its structure
  • Create and categorize system types for standardized asset assignments
  • Build PM task templates with labor, materials, frequency, and documentation
  • Link PM tasks to assets directly or through system type inheritance
  • Leverage AI-powered scheduling for optimized task frequency based on asset condition and fault trends
  • Create and assign a reusable PM template through a practical hands-on exercise

Session Agenda

5.1 Accessing the PM Utility Sub-Module
  • Navigating to the PM Utility area within the Service Module
  • Understanding the relationship between PM tasks, system types, and assets
  • Introduction to the lifecycle of a PM template
5.2 Creating and Categorizing System Types
  • Defining System Types (e.g., HVAC, Fire Alarm, Access Control, CCTV)
  • Categorizing assets to enable bulk PM task assignment
  • Linking system types to asset tags, categories, or service site structures
  • Benefits of using standardized system types for reporting and labor planning
5.3 Associating Labor, Materials, Frequency, and Documentation
  • Creating tasks within a PM template:
    • Assigning labor roles (e.g., technician, electrician)
    • Listing required materials or consumables
    • Setting frequency: daily, weekly, monthly, annual, or custom
    • Attaching SOPs, forms, test sheets, and manufacturer checklists
  • Setting compliance requirements or internal notes for each step

5.4 Linking PM Tasks to Assets via Import or Inheritance
  • Assigning PM tasks to an asset manually
  • Linking tasks by system type for automatic task inheritance
  • Using the PM Task Import tool:
    • Preparing spreadsheet-based import
    • Validating and assigning tasks in bulk
  • Configuring recurring maintenance windows
5.5 Dynamic Scheduling Powered by AI Prioritization and Fault History
  • How CUBE uses fault trends and service history to suggest priority scheduling
  • Adjusting task timing based on asset wear, downtime frequency, or performance data
  • Using dynamic PM schedules for resource balancing and field optimization
  • Reviewing recommended task escalations
5.6 Exercise – Build a Reusable PM Template and Import Tasks to an Asset

Participants will:

  • Create a new system type and associate a PM task group
  • Define labor, material, and frequency for at least two tasks
  • Attach documentation and assign the template to one or more assets
  • Use the import tool to assign tasks in bulk to a sample asset group
  • Review task scheduling and system type linkage

Post-Session Action Items

To reinforce training, participants are encouraged to:

  • Review all system types and ensure each has aligned PM templates
  • Develop PM task templates for the top 3 most commonly serviced systems
  • Coordinate with field teams to confirm labor/material estimates per task
  • Enable AI-based task suggestions and monitor adjustments over time
  • Create a documentation library for use in PM task attachments

Note: When scheduling, make sure to include this session code: SVC-05.

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