• In Planon, asset maintenance is an optional elaboration of strategic objectives into a tactical approach. Therefore, you must first determine on which topics your organization wants to steer. This can be done using the Topics feature from the Assessments & observations TSI. Relevant topics may include: security, compliance with laws and regulations, sustainability, technical quality, etc. Some organizations consider the topics to be the starting point, without elaborating objectives at a higher level.

• You can define an assessment strategy for each topic. Think of using questionnaires, asset-driven assessments or document-driven assessments. The strategy can include scoring methods such as risk matrices, manual scoring, or technical scoring. Scoring methods are user-definable. An assessment results in observations with scores per topic (in addition to answers, scores, etc.). Optionally, you can add follow-up actions to the observations, in the form of activities, orders or hazards.

• The combination of observations, scores and follow-up actions will provide insights in the opportunities and risks across topics. This is the starting point for making integral decisions, as input for further plans. The process can be (partly) automated and customized using a decision model. It is possible to configure decision models specifically for your organization. A decision model allows you to directly process urgent observations either into:

• orders (Orders TSI)

• planned activities (Activity planner TSI)

• hazards (Hazard registry TSI)