ABTIO Training | Archibus

Archibus Maintenance

Train your team to manage Corrective Maintenance and Preventive Maintenance more efficiently with Archibus. This training is focused on the real operation of the process: from the generation of Work Requests and Work Orders to resource planning, field execution, and cost analysis.

The training combines functional understanding of the module, operational use of the solution, and best practices to improve traceability, coordination between roles, and Archibus adoption in daily management.

I want to request this training Download course plan

Corrective Maintenance

Log incidents and requests, route work based on SLA, approve and assign tasks, and track work through completion.

Preventive Maintenance

Define procedures, schedule recurring tasks, generate work orders, and review schedules for better planning.

Resources, field work, and costs

Plan technicians, manage mobile execution, use checklists, and record hours, materials, and costs for performance analysis.

Agenda

Course plan organized into nine modules

The learning path combines functional context, operational practice, and administration criteria to manage corrective and preventive maintenance, coordinate resources, and improve process traceability in Archibus.

Module 1

Introduction to Archibus Maintenance

  • Overview of the module.
  • Differences between Corrective Maintenance and Preventive Maintenance.
  • General structure of the process.
  • Key concepts: Work Requests, Work Orders, SLAs, roles, and statuses.
Module 2

Corrective Maintenance Management

  • Logging incidents and requests.
  • Routing based on SLA.
  • Approval and assignment.
  • Relationship between a Work Request and a Work Order.
  • Issuing, tracking, and closing work.
Module 3

Preventive Maintenance Management

  • Defining procedures, steps, and resources.
  • Assigning procedures to equipment and locations.
  • Scheduling recurring tasks.
  • Generating Preventive Maintenance Work Orders.
  • Reviewing schedules and planning.
Module 4

Using the Maintenance Console

  • General navigation.
  • Searching and filtering requests.
  • Managing by status and role.
  • Reviewing request details.
  • Reporting, export, and operational follow-up.
Module 5

Resource Planning and Execution

  • Estimating trades and parts.
  • Assigning and scheduling technicians.
  • Using the Labor Scheduler.
  • Tools and availability.
  • Reassignment criteria and workload balancing.
Module 6

Field Operations and Checklists

  • Working from the Archibus OnSite mobile app.
  • Updating work from the field.
  • Using Maintenance Checklists.
  • Recording evidence and tracking tasks.
  • Managing observations and rework.
Module 7

Recording Hours, Materials, and Costs

  • Entering actual hours.
  • Recording parts, tools, and other costs.
  • Difference between estimated and actual values.
  • Traceability of completed work.
  • Foundation for cost and performance analysis.
Module 8

Functional Administration and Configuration

  • Module behavior parameters.
  • Workflow rules.
  • Security groups.
  • SLA configuration concepts.
  • Functional scope by user type.
Module 9

Best Practices and Frequently Asked Questions

  • Criteria for structuring a maintenance workflow.
  • Recommendations for adoption by role.
  • Data quality and operational consistency.
  • Common errors when recording work.
  • Frequently asked questions from users and supervisors.
Formats

A flexible training experience for maintenance operations

The training can be delivered as a standard course or customized by role, process, maturity level, operational workflow, and the client’s adoption objectives.

Training details

  • Language: Spanish / English.
  • Format: Remote / On-site, maximum 6 participants.
  • Level: Beginner / Intermediate / Advanced.
  • Duration: 6 to 12 hours, depending on scope.
  • Structure: 1 intensive session or 2 to 4 short sessions.
  • Content: Standard / Customized by role or process.

Possible focus areas

Content can focus on day-to-day corrective maintenance operations, preventive maintenance planning, supervisor workflows, field execution, or functional administration of the module.

This allows the training to align with the organization’s real maintenance workflow and the roles involved in the process.

Requirements

Recommended conditions to make the most of the practice

Access to the environment and a basic understanding of the maintenance workflow are recommended in order to connect the practice with real operations.

Recommended for the practice

  • Access to the Archibus environment.
  • An enabled user profile according to the process.
  • Basic knowledge of the organization’s maintenance workflow.
  • General knowledge of Archibus navigation, desirable though not mandatory.

Expected outcome

  • Understand the functional logic of Archibus Maintenance.
  • Manage Work Requests and Work Orders with stronger operational criteria.
  • Plan resources, technicians, materials, and preventive tasks.
  • Improve traceability, coordination between roles, and cost analysis.

Request Archibus Maintenance training

Leave your details and an ABTIO specialist will contact you to help define the format, scope, dates, and training objectives for your team.

Download course plan