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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