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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