Maintenance and service management overview

Service management setup
This flowchart describes the process of setting up your service management information to create and assign projects and tasks in IBM TRIRIGA. This process includes setting up the request classifications, service plans, assignment rules, service agreements, service providers, and service level agreement (SLA) values.

Service management process
This flowchart describes the process of managing your service requests and preventive maintenance (PM) schedules in TRIRIGA. This process includes creating and submitting service requests, creating job plans, and creating PM schedules.

Project or task creation process
This flowchart describes the process of creating your projects and tasks in TRIRIGA. This process includes identifying the request classifications and service plans in your setup, and from those, auto-creating the capital projects, facilities projects, or individual tasks.

Service assignment process
This flowchart describes the process of assigning your projects and tasks to service providers in TRIRIGA. This process includes identifying the service plans and service agreements in your setup, and from those, assigning the capital projects, facilities projects, or individual tasks to service providers. Service providers include internal responsible organizations and external service organizations.

Resource assignment process
This flowchart describes the process of assigning service resources to complete your projects and tasks in TRIRIGA. This process includes using the resource manager, dispatch manager, or task record to assign resources. Resources include employees, equipment, responsible organizations, and preferred service providers.

Task execution and completion process
This flowchart describes the process of managing and completing the work details of your projects and tasks in TRIRIGA. This process includes recording the project budget, monitoring the project schedule, accepting the work task, performing the task, and entering the time, materials, and any necessary readings for the task.