FM Datasheet Template and Maintenance Planning Methodology
Methodological experimentation in maintenance planning involves defining clear strategies (corrective and preventive) and structuring the plan based on standards like PAS 1192-3. This process integrates BIM data context, utilizing existing data standards like COBie, to create comprehensive maintenance manuals detailing technical sheets, intervention schedules, and feedback mechanisms for efficient facility management.
Key Takeaways
Maintenance strategies include immediate corrective and condition-based preventive actions.
Maintenance plans must align with building policy and company property strategies.
BIM workflows integrate facility data throughout the asset lifecycle, especially maintenance.
Maintenance manuals require technical sheets, diagnosis logs, and intervention details.
What are the primary types of maintenance strategies?
Maintenance strategies are fundamentally categorized into corrective and preventive approaches, serving the essential purpose of retaining or restoring asset function. Corrective maintenance addresses failures after they occur, requiring decisions on whether the action is immediate, to avoid unacceptable consequences, or deferred, allowing the delay in accordance with established rules. Preventive maintenance, conversely, proactively avoids failures through scheduled or condition-based interventions, ensuring long-term asset reliability and operational efficiency.
- Corrective Maintenance: Actions taken after a failure has occurred, categorized into:
- Immediate Corrective Maintenance: Carried out without delay to avoid unacceptable consequences.
- Deferred Corrective Maintenance: Delayed in accordance with given rules.
- Preventive Maintenance: Scheduled or condition-based actions to reduce failure probability, including:
- Predetermined Maintenance: Based on established time or units of use, including cleaning operations (façades, roofs, etc.).
- Condition Based Maintenance (CBM): Interventions determined by item condition via inspection/testing, applying to long-life or critical components.
- Opportunistic Maintenance: Concurrent with other activities to reduce costs and downtime.
How is a comprehensive maintenance plan structured according to industry standards?
A robust maintenance plan, structured according to frameworks like PAS 1192-3:2014, is essential for effective facility management. This structure begins with the Maintenance Policy, which aligns with the Building Management Policy, considering the intended use, purpose, location, and property value, alongside overarching Company Strategies. The Plan Layout then defines mid-to-long-term strategies, including detailed cost analysis and intervention strategies. Finally, Plan Implementation focuses on short-term scheduling of interventions and inspections, while gathering crucial feedback data on financial resources to ensure continuous optimization and budgetary control.
- Maintenance Policy: Establishes foundational guidelines, including:
- Building Management Policy: Defines the intended use, purpose of the building, location, and property value.
- Company Strategies: Overarching property strategies guiding maintenance decisions.
- Plan Layout (Mid/Long Term): Details strategic planning elements:
- Cost Analysis: Provides the annual cost estimate.
- Intervention Strategies: Specifies methods and times of intervention, and the required service standard (frequency/work).
- Plan Implementation (Short Term): Focuses on execution and review:
- Scheduling Interventions and Inspections.
- Feedback Data on Financial Resources.
How do BIM and data standards inform facility maintenance planning?
BIM (Building Information Modeling) and associated data standards provide the critical informational context necessary to inform facility maintenance planning throughout the asset lifecycle. The BIM workflow progresses through phases—Evaluate, Design, Construction, and Maintain—with the Facility Data Integration Tool serving as a key mechanism for data transfer. Analysis of existing standards reveals that COBie focuses on operational data, while the NBS BIM Object Standard expands this to include asset space management. Successful planning requires specific categories of information, including legal, commercial, and financial data, to ensure comprehensive asset management.
- BIM Lifecycle Workflow: Structured phases utilizing a key tool:
- Phases: Evaluate, Design, Construction, and Maintain.
- Key Tool: Facility Data Integration Tool.
- Existing Data Standards Analyzed: Frameworks used to structure data requirements:
- COBie Schema: Focuses on Operational Phase Data (Installation, Warranty).
- NBS BIM Object Standard: Includes COBie plus Asset Space Management Data.
- Product Data Templates (PDTs) [CIBSE]: Provides specifics on dimensional data, such as Access Clearance.
- SPie Project and INNOVance Project (also analyzed).
- Information Categories Required: Essential data types for planning:
- Legal Information: Ownership and Obligations.
- Commercial Information: KPIs, Vendor Data, and Condition.
- Financial Information: Cost and Replacement Cost.
What components are essential for a complete maintenance manual?
A complete maintenance manual, often referenced by figures like 7.5/7.6, serves as the central repository for facility management documentation. It must contain detailed Technical Sheets, which provide identification parameters (like OMNICLASS) and technical specifications (dimensions, material). The manual also requires a Diagnosis Sheet for fault assessment and Intervention Sheets that detail activity specifics, including frequency, operator, duration, and cost. Finally, Feed Back Information Sheets are crucial for capturing failure codes and descriptions, enabling continuous improvement and data-driven decision-making.
- Technical Sheets: Provide detailed asset information:
- Identification Parameters (OMNICLASS).
- Technical Parameters (Dimensions, Material).
- Diagnosis Sheet: Dedicated component for assessing faults and issues.
- Interventions Sheets: Document planned and executed work:
- Activity details: Description, Frequency, Operator, Duration, Cost.
- Feed Back Information Sheets: Capture operational performance data:
- Failures Code/Description.
Frequently Asked Questions
What is the difference between immediate and deferred corrective maintenance?
Immediate corrective maintenance is carried out without delay to avoid unacceptable consequences. Deferred corrective maintenance is delayed according to established rules, typically when the failure poses a lower immediate risk and can be scheduled later.
What is Condition Based Maintenance (CBM)?
CBM is a preventive strategy where interventions are determined by the item's current condition, assessed via inspection or testing. It is typically applied to long-life or critical components to maximize their operational lifespan efficiently.
Which data standards are relevant for operational phase data in FM?
The COBie Schema is highly relevant, focusing specifically on operational phase data such as installation and warranty information. The NBS BIM Object Standard also includes COBie data alongside asset space management details.
