FaciliWorks 8i: Basic PM vs Route PM — Which Should You Use?

FaciliWorks 8i offers two primary ways to manage Preventative Maintenance (PM): Basic PMs and Route PMs. Both support proactive maintenance strategies, but each is designed for different maintenance workflows within the system.

Choosing the correct PM type improves efficiency, reduces setup time, and ensures accurate asset-level tracking.


Basic PM in FaciliWorks 8i

A Basic PM in FaciliWorks 8i is created for a single asset. The PM record contains the schedule and all associated maintenance details for that specific piece of equipment.

Use Basic PMs When:

  • The asset requires unique or specialized maintenance

  • PM schedules vary by asset

  • The equipment is critical to operations

  • Individual PM history must be clearly isolated

FaciliWorks 8i Capabilities:

  • One PM tied to one asset

  • Asset-specific labor, parts, tools, procedures, and checklists

  • Independent scheduling and frequency settings

  • Clear PM and work order history per asset

Advantages:

  • Simple and straightforward setup

  • Maximum visibility at the asset level

  • Ideal for complex or high-risk assets

Limitations:

  • Repetitive setup for large numbers of similar assets

  • Increased administrative effort over time


Route PM in FaciliWorks 8i

A Route PM in FaciliWorks 8i allows a single PM entry to cover multiple assets that require similar preventative maintenance activities. Route PMs are optimized for repetitive, route-based maintenance.

Use Route PMs When:

  • Multiple assets share similar PM requirements

  • Maintenance follows a physical route or logical sequence

  • Inspections, lubrication, or routine checks are repeated

  • Efficiency and reduced PM duplication are priorities

FaciliWorks 8i Capabilities:

  • One PM record tied to multiple assets

  • Asset-level variations allowed within the route, including:

    • Activities

    • Labor

    • Parts

    • Contracts

    • Procedures

    • Variables

    • Tools

    • Checklist inspections

  • Centralized scheduling with asset-specific detail

Advantages:

  • Faster PM setup

  • Reduced administrative workload

  • Improved technician productivity

  • Ideal for inspection- and route-based PMs

Limitations:

  • Slightly more complex configuration

  • Not suitable for unrelated or highly specialized assets


Side-by-Side Comparison (FaciliWorks 8i)

Feature Basic PM Route PM
Assets per PM One Multiple
PM setup effort Higher for similar assets Lower
Route-based maintenance No Yes
Asset-level customization Yes Yes
Best for repetitive inspections Limited Excellent
Scheduling control Per asset Centralized with flexibility

Best Practices for FaciliWorks 8i Users

  • Use Basic PMs for:

    • Critical or specialized equipment

    • Unique maintenance schedules

    • Assets requiring detailed individual tracking

  • Use Route PMs for:

    • HVAC rounds

    • Lighting inspections

    • Fire and life safety checks

    • Lubrication routes

    • Mechanical and electrical inspections


Bottom Line

In FaciliWorks 8i, Basic PMs provide precise, asset-specific control, while Route PMs streamline repetitive maintenance across multiple assets. Using each PM type appropriately ensures efficient scheduling, cleaner data, and improved maintenance execution.

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