Planning and performing (mobile) assessments via a maintenance plan
You can choose to perform your assessments as part of a maintenance plan. With the right configuration, the recurring maintenance activities in your maintenance plan will represent instructions to perform mobile assessments.
Maintenance plans are typically created and managed in the Maintenance planner TSI. By linking an assessment definition to an activity definition in the plan, the back-office can make sure that the ensuing maintenance activities can be used to plan and perform recurring mobile assessments. All subtypes of Activitity definitions are supported for this feature. The link between maintenance activities and an assessment definition becomes effective after a maintenance plan has been compiled and PPM orders have been generated.
 | For more information about Maintenance planner and linking the field, see the following links to the Planned maintenance webhelp: Maintenance plans, Executing maintenance plans, PPM orders, Generating maintenance orders and Activity definition fields. |
When a maintenance activity with a reference to an assessment definition is assigned to a field engineer / inspector (Internal tradesperson field) the work can be picked up in Planon AppSuite (PMFS). The engineer / inspector will conduct the mobile assessment using a third-party mobile app, endorsed by Planon.
| | The connection between the maintenance activities in the Planon app and the assessment in the third-party app is only established if both the maintenance activity definition and the assessment have a reference to the same assessment definition. The Assessment definition reference field can be added to the layouts of all subtypes of activity definition and to the Maintenance activity layout. |
When the maintenance activities (assessments) are completed and the PPM order is set to Technically completed, the results (answer lines, observations and communication logs) that were obtained with the third-party app can be returned to the back-office for further processing.