Build your maintenance management system.

How to build your maintenance management system

1. 1

   Describe the job

   Connect maintenance requests, assets and technician work to outstanding follow-ups.

2. 2

   Review the first version

   Choose how the maintenance coordinator records the asset and how the technician reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your maintenance management system

• Keep the asset in context

  Keep asset, work order, reported issue, technician assignment, part and completion together so the next person can understand the request or record.

• When the next step needs a decision

  A technician completes an inspection but a required follow-up remains open. Preserve both tasks and do not close the work order without the responsible decision.

• Keep completion visible

  Leave the work order open while a required follow-up remains unresolved.

• Choose what each person needs

  Give the maintenance coordinator a working view and the technician a review view. Keep asset and work order attached to the decision as the work moves between them.