All manufacturing examples
Maintenance backlog review
Groups open maintenance work by asset, location, technician skill, parts and production window, and asks the planner to approve the route before it's published.
The operation
Help the maintenance planner find backlog work that should be bundled together, using open work orders, manuals, technician certifications, locations, and the production schedule.
Built it in 6 steps. The maintenance planner approves the route in Teams, and Malleable handles the rest.
Starts when
Scheduled backlog review or new break-in work order
Trigger
Scan Backlog
Collect open work, planned items, break-ins, assets, and due dates.
SAP
Pulls planned work, assets, due dates, and production windows.
ServiceNow
Pulls open work orders, break-ins, and technician constraints.
Group Candidates
Group candidate jobs by location, asset, technician skill, production window, and parts.
Microsoft
Groups jobs by location, skill, parts, and calendar windows.
Package Review
Prepare route, timing, expected downtime, and open trade-offs for planner review.
ServiceNow
Packages the proposed route with timing and downtime trade-offs.
Planner Review
Needs input
Ask planner to approve route, defer items, or split bundle.
Microsoft Teams
Sends the route approval request to the planner.
Apply Planner Changes
Revise the bundle from planner decisions, deferrals, and split-route notes.
ServiceNow
Applies deferrals, splits, and planner notes to the route.
Publish Route
Publish approved technician route, downtime notes, and work order updates.
ServiceNow
Publishes the technician route and work-order updates.
Scanning open work and planned maintenance...
Step by step
- 1Scan Backlog: Collect open work, planned items, break-ins, assets, and due dates.
- 2Group Candidates: Group candidate jobs by location, asset, technician skill, production window, and parts.
- 3Package Review: Prepare route, timing, expected downtime, and open trade-offs for planner review.
- 4Planner Review: Ask planner to approve route, defer items, or split bundle.
- 5Apply Planner Changes: Revise the bundle from planner decisions, deferrals, and split-route notes.
- 6Publish Route: Publish approved technician route, downtime notes, and work order updates.
What the team gets
- Backlog gets grouped by real constraints
- Planner approves the final route
- Technician time is protected
Apps it uses
Microsoft Teams
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