Preventive Maintenance

Definition of the preventive maintenance strategy for equipment and linear assets in IFS Cloud by creating PM Actions (with revision control) and connecting maintenance triggers, work lists, jobs, resources and materials to establish the maintenance master plan.

Generation of work orders from active PM Actions in IFS Cloud using calendar-based, event-based, condition-based or manual triggering, driven by the PM Plan and scheduled background tasks.

Condition-based maintenance in IFS Cloud driven by defining condition limits (normal/warning/danger/critical-change) per part revision, reporting measurements that raise warning (yellow) and danger (red) events, and forecasting/generating PM work orders from accumulated readings.

Standardization of maintenance content in IFS Cloud using Work Task Templates (category-based, revision-controlled) that hold work instructions, work lists, resource/material/cost demands and generation criteria, from which PM Actions and work orders are generated with inherited content.

Executes the scheduled preventive maintenance visit on installed manufacturer equipment, from PM-generated work order through on-site completion and contract settlement. In IFS Cloud the visit originates from an active PM action revision that generates the work order carrying the work lists, material and resource demands defined on the PM action. Entitlement is checked against the service contract or warranty before the visit is committed, and the finished work order feeds both invoicing and PM interval review.

Defines the recurring preventive maintenance programme for UPS systems in IFS Cloud, from Maintenance Plan and PM Action templates through automatic Work Order generation, MOP-controlled transfer to bypass, execution and structured measurement capture. Results are recorded against the UPS Serial Object so capacitor, fan and battery consumable life is trended and replacement is forecast rather than discovered at failure. Work is scheduled inside an approved maintenance window so the redundant distribution path keeps the critical load supported throughout.

Covers the full standby generator test regime for a data centre in IFS Cloud: weekly inspection, the monthly loaded exercise, and the annual load-bank test used where the monthly run does not reach the required load. Each test is a PM Action that generates a Work Order with structured Measurements for achieved load, run hours, exhaust temperature and fuel consumed, so certification evidence and degradation trends sit on the generator Serial Object. Failed tests route to a Fault Report and corrective Work Order and are retested before certification.

Manages the UPS battery lifecycle in IFS Cloud from string registration through interval testing to planned replacement. Test intervals follow the recommended practice for the chemistry in use, with monthly visual and float checks, periodic ohmic measurement and capacity discharge testing, all captured as Measurements against the string object and trended against the commissioning baseline. Strings that fall below the capacity threshold move into planned replacement with a Work Order and purchase demand rather than being left in service until failure.

Defines periodic testing of LV and MV switchgear, circuit breakers and protective relays in IFS Cloud, with task lists derived from the recognised maintenance testing specification for electrical power equipment. Work Orders carry the switching programme, LOTO and arc-flash requirements, and capture as-found and as-left test values as Measurements against the switchboard object. Relay settings are verified against the current protection coordination study, and any out-of-tolerance result or mismatch drives a Fault Report and corrective Work Order before the equipment is returned to service.

Covers preventive maintenance of distribution and isolation transformers together with automatic and static transfer switches in IFS Cloud. Transformer plans combine visual inspection, thermography, connection integrity and, for liquid-filled units, oil sampling and dissolved gas analysis; ATS and STS plans centre on a witnessed transfer and re-transfer test with transfer time recorded. Readings land as Measurements on the object, unacceptable results raise a Fault Report and corrective Work Order, and results feed the condition and replacement forecast.

Preventive and corrective maintenance of the mechanical cooling plant - CRAC and CRAH units, chillers, condenser and chilled-water pumps, dry coolers and CDUs - delivered in IFS Cloud as PM Actions on equipment objects that generate PM Work Orders. Calendar, event and condition triggers drive filter, coil, compressor, valve and humidifier tasks, while readings are captured as Measurement / Parameter values against each unit. Corrective findings become Fault Reports and repair Work Orders so the cooling plant history stays on one asset record.

Maintenance and water-quality management of cooling towers, evaporative condensers and the condenser-water loop, run in IFS Cloud as PM Actions that generate the cleaning, inspection and dosing Work Orders. Water chemistry and Legionella sampling results are recorded as Measurement / Parameter values against the tower object and checked against the site water management programme control limits. Excursions raise Fault Reports and corrective Work Orders, and lab certificates are retained as Documents for audit.

Scheduled inspection, testing and maintenance of data centre fire detection and suppression - aspirating and spot smoke detection, notification appliances, clean agent systems and pre-action sprinkler systems - delivered in IFS Cloud as PM Actions that generate the ITM Work Orders at code frequencies. Device-level pass and fail results are recorded against Work Tasks, failures become Fault Reports and corrective Work Orders, and the completed ITM record is retained as a Document. The result is a defensible, auditable test history per zone and per device.

Shift-based operator rounds across the electrical, mechanical and white space plant, generated in IFS Cloud as calendar-based PM Work Orders with one Work Task or task step per check point. Operators record readings and visual checks against object parameters on mobile, and out-of-range readings raise a Fault Report immediately rather than at the end of the round. Completed rounds become the operational log that supports shift handover and feeds recurring exceptions back into the PM programme and procedures.

Establishes and governs the estate owner's planned preventive maintenance specification for hard services across the property portfolio in IFS Cloud. The built asset register is held as Functional Objects, SFG20 schedules and task criticality are translated into Maintenance Plan / PM Action definitions, and the annual PPM Work Order programme is generated, released and evidenced. The emphasis is the client-side assurance that the right maintenance regime exists and is demonstrably delivered, whether self-delivered or issued to a service partner.

Maintains the estate owner's single register of statutory inspection obligations across every building and asset class in IFS Cloud. Each duty is traced to its legislation and Approved Code of Practice, driven by a Maintenance Plan / PM Action that generates a dated Work Order, and closed only when the resulting certificate or report is registered as a Document with its expiry and next-due date. Remedial actions arising from inspections are tracked to closure so the accountable person can evidence a live compliance position rather than a filing cabinet.

Governs the estate owner's lift and escalator conveyance assets in IFS Cloud, holding each unit as a Serial Object with its servicing agreement and LOLER duty category. Routine servicing and the LOLER thorough examination are deliberately separated so the examining competent person is independent of the party performing maintenance, and each examination report is registered against the asset with its next-due date and defects. Dangerous defects withdraw the asset from service and trigger notification of the enforcing authority.

Holds the estate owner's fire safety asset base - detection and alarm, emergency lighting, extinguishers, fire doors, dampers and firefighting equipment - as Functional Objects in IFS Cloud with the testing and inspection regime that keeps them demonstrably maintained. The fire risk assessment drives a remedial action plan, routine tests and checks are generated as Work Orders with results captured as Measurements, and servicing certificates and logbook entries are registered as evidence for the responsible person.

Delivers the dutyholder's legionella control regime across the estate's water systems in IFS Cloud. Sources of risk are identified and assessed per building, the written scheme of control is translated into Maintenance Plan / PM Action monitoring against water assets held as Functional Objects, and temperature, flushing and sampling results are captured as Measurements. Out-of-limit readings and positive samples drive corrective Work Orders, and the scheme and assessment are reviewed on change so the record set stands up to scrutiny.

Covers the annual compliance cycle for pressure limiting stations, pressure regulating stations, relief devices and customer-side overpressure protection, run in IFS Cloud from a Maintenance Plan / PM Action against the regulating asset register. Each device is a Functional Object or Equipment Object carrying set pressure, relief pressure and MAOP attributes, and each inspection posts its results as Measurement / Parameter values so drift is visible over time. Out-of-tolerance findings raise a Fault Report and a corrective Work Order before the compliance record is closed.

Covers turning a validated asset register into a configured preventive maintenance regime aligned to a recognised task library such as SFG20, including task selection by criticality, frequency setting, skill-level assignment and version control against the source standard. The regime records which tasks are statutory, which are business critical and which are discretionary, so scope decisions are defensible to auditors and insurers. Because the underlying standard is updated continuously, regime setup also establishes the review-and-apply mechanism that prevents compliance drift.

Plans, executes and records statutory gas safety inspections of gas appliances, fittings and flues across a landlord or commercial property portfolio, and produces the gas safety check record (the Landlord Gas Safety Record, historically referred to as a CP12) for each property. In the UK the Gas Safety (Installation and Use) Regulations 1998 govern the record content, who may issue it, and its distribution and retention. The process covers scheduling the 12-month cycle, dispatching a Gas Safe registered engineer, capturing the mandated record fields, issuing the record and driving any remedial action.

Turns the written legionella risk assessment for each water system into a scheduled monitoring and sampling regime, captures the control-regime readings and laboratory results, and drives remedial action where control is not being achieved. Jurisdiction: UK, where the regime is set by the HSE Approved Code of Practice L8 and the HSG274 technical guidance, with Part 1 covering evaporative cooling systems and Part 2 covering hot and cold water systems. Monitoring frequency is risk-assessment driven, with a published minimum for open systems.

Schedules and evidences periodic testing of fire and life-safety systems across a building portfolio: detection and alarm, suppression, fire and smoke dampers, and automatic opening vents. Jurisdiction: UK, where fire damper testing frequency is set out in BS 9999:2017 and the inspection methodology in the BESA DW 145 guidance, against statutory duties under the Regulatory Reform (Fire Safety) Order 2005, with higher-risk buildings additionally subject to Golden Thread information requirements under the Building Safety Act 2022. Frequencies for detection, suppression and AOV sub-systems must be taken from the governing standard for the building and jurisdiction.

Plans and executes manufacturer-recommended preventive maintenance (PM) on medical devices using IFS Cloud maintenance plans that generate dated PM work orders against each Serial or Functional Object. Intervals, task content and acceptance criteria are driven by the OEM service manual and by the facility risk-based maintenance strategy. Completion evidence is captured on the work task so every serviced device carries a defensible service record.

Calibrates and performance-verifies medical devices against documented tolerance limits and issues a traceable calibration certificate for each event. IFS Cloud carries the calibration interval as a maintenance plan on the device object and captures as-found and as-left readings as measurements on the work task. The certificate itself is a regulatory artefact with no standard IFS Cloud object and is normally held as an attached Document.

Performs electrical safety testing of medical electrical equipment before it is put into service, during maintenance and inspection, and after repair, recording protective earth resistance, insulation resistance and leakage current readings against the pass/fail limits in IEC 62353. IFS Cloud carries the test as a task on the PM or repair Work Order and captures each reading as a measurement. A failed test drives the device out of service until it is corrected and retested.

Structures recurring wellsite and facility operator rounds in IFS Cloud as route-based Maintenance Plans that generate scheduled inspection Work Orders with a defined checkpoint list per Functional Object. Field operators execute the round on mobile, recording readings as Measurements and observations against each object. Out-of-limit readings raise Fault Reports that seed follow-up corrective Work Orders, giving a defensible inspection record for HSE and regulatory audit.

Manages the run life, performance and maintenance of artificial lift systems - ESP, rod pump, gas lift and PCP - by holding each lift unit as a Serial Object in IFS Cloud with full installation and pull history. Operating measurements such as motor load, intake pressure and pump fillage are captured as Measurements and evaluated against the optimisation envelope. Underperformance triggers an optimisation change or a pull-and-replace Work Order, with failure data recorded to an ISO 14224-aligned taxonomy so run-life trends drive the next maintenance strategy revision.

Delivers the preventive and corrective maintenance regime for gas compressors, process pumps, turbines and drivers held as Serial and Equipment Objects in IFS Cloud. Criticality and a risk-based maintenance strategy drive Maintenance Plans on both calendar and running-hour triggers, with task templates, spare parts and permit requirements pre-loaded onto the Work Order. Executed work is closed out with failure and maintenance data recorded to an ISO 14224-aligned taxonomy so reliability history can revise PM intervals.

Manages in-service and out-of-service inspection of aboveground storage tanks at terminals and breakout tank farms in IFS Cloud, with each tank registered as a Functional Object carrying its API 653 inspection scope - foundation, bottom, shell, structure, roof, appurtenances and nozzles to the first flange. Routine, formal external and internal inspection cycles are held as PM Actions with the interval driven by measured corrosion rate. Ultrasonic thickness Measurements feed remaining-life calculation, which either sets the next interval or drives repair, alteration or removal of the tank from service.

Delivers the mechanical integrity inspection programme for pressure vessels, associated process piping and pressure relief devices at pump stations, compressor stations and terminals, held in IFS Cloud as Equipment and Serial Objects with design and set-pressure attributes. Inspection intervals are configured as PM Actions bounded by the API 510 and API 570 ceilings, and relief device shop test and overhaul cycles follow the API 520 Part II maximum interval. Thickness Measurements at condition monitoring locations drive remaining-life evaluation, rerating, repair or removal of the item from service.

Recurring route-based inspection rounds at transmission and distribution substations, combined with periodic infrared thermographic surveys of energized connections, bushings, bus work, breakers and cable terminations. In IFS Cloud the rounds are driven by Preventive Maintenance Actions against substation Functional Objects, executed as Work Orders and Work Tasks on mobile, with condition readings captured as Measurements and exceptions raised as Fault Reports. Thermal anomalies are graded by temperature rise and converted into prioritized corrective Work Orders.

Time-based and operation-count-based preventive maintenance and electrical testing of high-voltage circuit breakers, switchgear, disconnects and their operating mechanisms. In IFS Cloud this is driven by Preventive Maintenance Actions on breaker Functional Objects or Serial Objects, triggered by calendar interval and by operation counters recorded as Measurements, with test results captured against the object and defects raised as Fault Reports. Outage-dependent tasks are bundled into planned station outage Work Orders to minimise clearances.

Establishment and execution of a documented Protection System Maintenance Program covering protective relays, communications systems, voltage and current sensing devices, station DC supply and control circuitry that affect bulk electric system reliability. In IFS Cloud each protection system component type is registered as a maintainable object with the applicable maximum maintenance interval configured on a Preventive Maintenance Action, producing dated Work Orders and test records that serve as compliance evidence. Findings that cannot be corrected immediately are tracked as Unresolved Maintenance Issues through to closure.

Inspection, testing and replacement management of substation station DC supply - battery banks, chargers, DC distribution and associated alarms - which provide the tripping and control power for protection systems. In IFS Cloud the mandated inspection cycles are configured as Preventive Maintenance Actions on the battery bank and charger objects, with cell voltages, specific gravity, connection resistance and ohmic values recorded as Measurements trended against the commissioning baseline. Degradation trends and capacity test results drive planned bank replacement rather than reactive failure.

Runs the routine reliability engine of a generating plant: criticality-driven preventive maintenance programmes and recurring operator rounds that capture condition readings against plant assets. IFS Cloud holds the Maintenance Plans and PM Actions, the generated Work Orders and Work Tasks, and the Measurements captured on rounds, with out-of-limit readings converting into corrective work. The purpose is to convert emerging defects into scheduled or outage work rather than forced unit events.

Governs the workshop activity between receiving a machine from the OEM and releasing it as delivery-ready. The unit is received against the Purchase Order and registered as a Part Serial and Serial Object carrying the supplier warranty from the PO line, then a PDI Work Order with model-standard Work Tasks drives fluids, safety checks, firmware level, dealer-fitted options and attachment fitment. Inspection measurements and the signed checklist are held against the object, and a failed unit is either rectified and re-inspected or quarantined.

Ensures every item of lifting equipment and every lifting accessory in the fleet holds a valid thorough examination before it goes on hire. Examinations are scheduled from IFS Cloud PM Actions at the statutory intervals, carried out by a competent person independent of routine maintenance, and the written report is recorded against the Equipment Object with examination date, next due date and any defects. Units that fail are withdrawn from service.

Keeps the rental fleet serviceable by building PM Plans of calendar, event and condition driven PM Actions per equipment type, each carrying its work list, materials, competencies and resources. Work orders generated from those PM Actions are scheduled into workshop capacity around forward hire commitments, and a Demobilization code raises inspection work automatically when a unit returns from hire.

Drives calendar- and condition-based preventive maintenance of access, transmission and core network elements from PM Actions in IFS Cloud EAM. Due tasks are consolidated into a per-site Maintenance Event, cleared through the NOC change window, then released as Work Orders and scheduled in PSO. Post-window performance verification closes the loop so maintenance intervals can be tuned against real network behaviour.

Runs the recurring structural and site condition inspection programme for towers, monopoles, rooftops and their antenna and mount systems from PM Actions in IFS Cloud EAM. Inspection Work Orders are assigned only to climb-qualified crews, gated by an RF safety and fall-protection permit, and executed on mobile with photographic and measurement evidence. Deficiencies raise corrective Work Orders and the signed report is filed as a Document against the structure.

Maintains the DC power plant, rectifiers, standby generators and battery strings that hold up cell sites and exchanges, using calendar- and runtime-driven PM Actions in IFS Cloud EAM. Inspection and test results (float voltage, connection resistance, internal ohmic values and capacity tests) are captured as Measurements against each string so degradation is caught before autonomy is lost. Failed strings or gensets trigger replacement Work Orders and procurement rather than repeat call-outs.

Enables reinspection of open leaks at compliance-driven intervals. The recheck WO is auto-created with compliance dates in the EAM Leak Management application, dispatched via PSO, and the technician documents current gas readings and leak grade against previous readings, feeding EAM which auto-generates the next recheck WO.

Enables reinspection of completed leak repairs per compliance regulations. The task is auto-created with compliance dates in EAM, assigned via PSO, and the technician documents gas readings and leak grade at the repair location. If readings remain, the leak repair process restarts; otherwise the leak is closed.

Cyclical (1/3/5-year) leak survey of distribution mains (O&M-INSP-09) walking or driving the network to detect gas leaks, documenting readings and grading discovered leaks to trigger the leak repair process.

Define and manage the recurring maintenance program for distribution appurtenances: isolation and control valves, fire hydrants, and pressure reducing valves. Industry practice (AWWA-aligned SOPs) sets cyclic frequencies such as annual critical-valve exercising, 3-5 year full valve cycles, annual hydrant inspection, and scheduled PRV servicing; the PM program converts these into calendar/route-based work generation with resource leveling.

Execute the recurring fire hydrant program: annual physical inspection and operation per AWWA M17-based policy (open slowly to full, close very slowly, check drainage, caps, threads, paint, clearance), plus periodic flow testing (static/residual pressure and flow) to verify fire-flow capacity and feed hydraulic model calibration. Out-of-service hydrants trigger fire department notification and corrective work.

Systematically locate, inspect, and exercise distribution and transmission valves so they can be found and operated when needed for isolation. Industry practice: exercise every distribution valve at least every 3-5 years with critical/zone valves annually, running a rolling program (20-25% of population per year); record turns-to-close, turning direction, and operating condition, and flag failed valves for repair.

Plan and execute a unidirectional flushing (UDF) program: divide the system into flushing zones and sequences, close valves and open hydrants in a designed order so one-way flow at scouring velocity (target 4-6 ft/s, up to 10 ft/s) removes sediment, biofilm, and tuberculation from mains, always working outward from a clean water source. Field results (velocity achieved, clarity/chlorine residual, water used) are recorded per sequence and fed to water quality and loss accounting.

Preventive hydraulic cleaning (jetting), rodding, and vacuum removal of debris, roots, and grease from gravity sewers on scheduled frequencies, with an accelerated hot-spot list for blockage-prone segments. A core CMOM O&M activity that reduces blockages and SSOs and feeds findings to CCTV and FOG programs.

Routine inspection and preventive maintenance of wastewater lift/pump stations - pumps, wet wells, controls, alarms, and standby power - to prevent failures that cause SSOs. EPA recommends frequent (e.g., weekly) station inspections plus periodic wet well cleaning; SCADA runtime and alarm data drive condition-based interventions.

Administer the utility cross-connection control program: maintain a register of backflow prevention assemblies at service connections, schedule recurring tests at state-required frequencies, record certified tester results, manage failed-device repair/retest, and enforce compliance up to service termination.

Defines and runs the time and usage based PM programme for the plant rotating fleet - raw water and transfer pumps, sludge pumps, aeration blowers, mixers, centrifuges and screens - using IFS Cloud Maintenance Plans and PM Actions against the Functional Object hierarchy. PM Actions generate Work Orders on a calendar or running-hours trigger, are resourced and released to crews, and feed completion history back for interval tuning. The programme is the main lever on the planned maintenance ratio that AWWA benchmarks across water and wastewater utilities.

Runs the scheduled calibration and loop verification programme for the plant instrument estate - flow meters, level transmitters, pressure transmitters, chlorine residual, turbidity, pH, DO and ammonia analysers - as PM Actions in IFS Cloud that generate Work Orders on a regulatory or risk-based interval. As-found readings are recorded as Measurements against the instrument object, compared to tolerance, and as-left readings captured after adjustment, giving the traceable calibration record that permit reporting and quality audits depend on.

Manages the electrical maintenance programme for switchgear, MCCs, transformers, VFDs, motors, standby generators and UPS across the treatment plant, driven from IFS Cloud PM Actions against the Functional Object hierarchy. Intervals are set from equipment condition, criticality and operating environment as NFPA 70B requires, and inspection, thermographic survey and electrical test results are recorded as Measurements so deficiencies convert into corrective Work Orders. All work is gated behind LOTO and a permit to work.

Plant operators execute structured inspection rounds on IFS Cloud mobile, recording readings against Measurement / Parameter points defined on Functional Objects and raising Fault Reports for any defect found in the field. Rounds are driven by round-based Maintenance Plans / PM Actions that generate a recurring Work Order and Work Tasks per plant area, replacing paper clipboards and spreadsheet logsheets. Captured readings build a condition history that feeds trending, condition-based PM triggers and the shift log.

The gas handling train and combined heat and power plant that convert digester biogas into electricity and heat are maintained under running-hours based PM regimes in IFS Cloud, with gas quality and engine condition data captured as Measurement / Parameter readings. Biogas is mostly methane and carbon dioxide and is normally cleaned of moisture and trace contaminants before use, so gas conditioning assets carry their own PM and consumable regimes. Planned CHP outages are coordinated with the digestion process so gas can be diverted or flared safely without losing digester stability.

Establishes a routed, evidence-based lubrication programme for the rotating plant that keeps a treatment works running - influent and transfer pumps, aeration blowers, mixers, gearboxes, screens and dewatering centrifuges. In IFS Cloud the programme is built as PM Actions against each Functional Object, carrying the lubricant Inventory Part as a material requirement and the required competency, generating Work Orders on calendar or runtime criteria. Completed routes and oil analysis results are recorded as measurements so lubrication compliance and lubricant consumption can be trended.

Provides the routine, scheduled proof that each chemical dosing point is actually delivering the dose the process controller thinks it is - coagulant, polymer, hypochlorite, caustic, orthophosphate and carbon source. In IFS Cloud a calendar-based PM Action generates a verification Work Order against the dosing skid Functional Object, and the drawdown or mass-balance result is recorded as a Measurement against the dosing point and evaluated against its control limits. Out-of-limit results drive a follow-up work order for pump calibration or repair, giving the plant a traceable dosing accuracy record for permit reporting.