Effective Use of Compliance Codes in Mainsaver

Challenge:

Provide an effective method for managing regulatory compliance work and audit capabilities of work performed

Methodology:

In highly regulated operations such as Food, Drug, Medical, and Power Generation, it is common to have critical PM maintenance that is required to maintain compliance with regulatory agencies.   The challenge is to ensure that these critical PMs are performed on time and results can easily be recalled for audit purposes.  Effectively using the compliance codes, event notification, and select table view queries can provide such assurance.  Set up the processes below to use compliance codes to effectively manage your required and critical regulatory work.

  1. In system administration, identify and create all regulatory compliance agencies.   System Admin > Work Orders > Regulatory Compliance Codes

2. Apply the desired compliance type(s) to PM records on the “Other” tab of the PM record

3. Set up an event notification that will notify specific technicians, supervisors, etc. as needed when a regulatory PM is coming due.  This is performed using the “Work Order Past Due” notification type in the System Administration.  System Admin > Security & Settings > Event Notifications

a. Filter the notifications for compliance type of EPA (for this example)

b. Set the notification for the desired number of days prior to when the PM is due.  In this case if you want to be notified 7 days prior to the PM being due, set the “Days Past Due” to -7.

c. Now, when the PM is generated, 7 days prior to its due date, an email will be sent to the person(s) desired.  Note: if you want another notification on the day the PM is actually due, repeat this process and set up a 2nd notification with a Days Past Due of 0.

d. Now, when the PM is generated, 7 days prior to its due date, an email will be sent to the person(s) desired.  Note: if you want another notification on the day the PM is actually due, repeat this process and set up a 2nd notification with a Days Past Due of 0.

e. Regulatory Work order Search (for easily calling up regulatory work performed for audits)

4. Add the “Open Regulatory Work Order” query to your dashboard for ready indication of compliance work orders that need processing.