Meter Based Maintenance Regime

Overview

A Meter-Based Maintenance Regime automatically creates repeating maintenance jobs based on asset meter readings (e.g., distance, usage hours). When the recorded condition value reaches the specified threshold, Confirm generates a job and assigns it to the appropriate team.

Step 1 : Create an Observation Parameter (Confirm Enterprise)

Navigate to Confirm Enterprise.
On the Confirm Explorer window, go to Main > Asset Register > Feature Lookups > Observation Parameter to create an Observation Parameter.
The Observation Parameter screen pops-up on another tab, complete all the required fields and Set the minimum and maximum values then click Save.

Note: Set the Maximum reading of Asset’s/Meter as maximum value to allow field teams to enter readings through ConfirmConnect.

Step 2 : Create an Observation Type (Confirm Web)

Navigate to Confirm Web.
Go to Lookup Manager.
Within Lookups filter, enter or select Observation Type, and click (+) icon to create a new type.
The Create Observation Type screen pops-up, complete all the required fields and then click Save:
Set the Data Type to Numerical Value (N) and Toggle Meter to YES to indicate that this observation represents a meter reading.
Note: Ensure that ‘Download Feature Conditions and Attributes with Job’ is enabled in Confirm Enterprise under Job System Settings.
After saving, link all required Feature Groups under the Details section.
Click on the (+) icon. The Add Feature Groups screen pops-up, complete the required fields and then click Save and click on YES.

Step 3: Linking Observation Type to Inspection Type (Confirm Enterprise)

Go to Inspection Type.
Click on Inspection Type Lookup and select Inspection Type, where Survey Type is set to Condition Survey.
On the Inspection Type screen, click Details.
The Inspection Type Conditions screen pops-up in another tab, complete the required fields and then click OK.
The Observation Type Lookup screen pops-up. Select the appropriate Observation Type, click OK.
Click Save.

Step 4 : Create a Maintenance Regime (Look Up Manager)

Meter-Based Regime:

Navigate to Confirm Web.
Go to Lookup Manager.
Within Lookups filter, enter or select Maintenance Regime, and click (+) icon to create a new type.
Configure - Repeating Type: Meter Only, Due Meter Rule, Meter Interval, Meter Threshold (optional) and then click Save:

Time-or-Meter Regime: Configure the following and then click Save:

Repeating Type: Time or Meter, Due Meter Rule and Due Date Rule, Meter Interval and Repeating Period, Lead Time and Meter Threshold (optional).

Please refer to the Confirm Web - Maintenance Regime page for more information .

Step 5 : Adding SOR

After creating the regime, add the necessary Schedule of Rates (SOR) items.

Note: SOR items on both the Regime and the Feature must match.

Step 6 : Allocating Regime to a Feature

Singular Allocation

Open the Feature page in Confirm Web.
Scroll down to the Maintenance Regimes section and click (+) icon.
Choose the regime from the list and click Save.
Choose meter next due and date next due (only if repeating type = time or meter)

Step 7 : Update Feature Conditions (Confirm Enterprise)

Open Feature in Confirm Enterprise.
Navigate to Conditions.
Select the appropriate Observation Type, then set the Grade value.
When the Current Condition value is equal to or greater than Meter Next Due, Confirm automatically generates maintenance jobs.

Note: Run the REPEATING JOBS AGENT in Scheduled Tasks to process job creation.

Step 8 : View Jobs for the Feature

In Confirm Web:

Open the Feature page.
Go to the Jobs section to view current and past jobs created for that asset.

Step 9 : Update Meter Reading During Service

Maintenance teams can update meter readings while completing the job:

Open the relevant job.
Go to the Meter Reading section.
Enter values for all observation types marked as Meter.
Note: Highlighted meter readings are mandatory, as they are directly linked to the maintenance regime.

Once the job is completed and readings are updated, the system recalculates the next due values based on:

Due Meter Rule, or
Due Date Rule

The next maintenance job is then scheduled automatically.