Maintenance / Microsoft 365
Maintenance & Technical Operations
Connect equipment records, interventions and spare-parts information to maintenance planning and reporting.
Participants
Who it is for
Technical directors, maintenance managers, engineers, senior technicians and equipment or fleet managers.
Illustrative exercise
From meter reading to maintenance order
Connect an equipment record to its service threshold, maintenance alert and required consumables.
The practical exercise and prerequisites are agreed with your organization during scoping.
Learning Objectives
Map a maintenance process; structure equipment and intervention records; configure a maintenance alert and identify availability and cost measures.
Main Topics
Preventive, corrective and predictive-maintenance process concepts; intervention requests; equipment registers, histories, preventive plans and technical records in SharePoint; preventive alerts, stock thresholds and incident notifications with Power Automate; availability, preventive/corrective ratios, costs, lead times and parts use in Power BI.
Practical Learning Outputs
A maintenance process map; equipment and intervention records; a maintenance-alert exercise; a technical dashboard exercise; a 30-day action plan.
Three days, one practical progression
- Day 1
Understand
Map the process, responsibilities and points of friction.
- Day 2
Build
Structure SharePoint information and configure an automated workflow.
- Day 3
Operate
Develop reporting and prepare a 30-day action plan.