Working on a medical device AEM case in Workspace
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Summary of Working on a medical device AEM case in Workspace
This guide explains how ServiceNow customers, specifically clinical engineers with thesnhclscmms.clinicalengineerrole, can use the Healthcare Computerized Maintenance Management System (Healthcare CMMS) playbook within Workspace to manage Alternative Equipment Maintenance (AEM) cases for medical devices. Although Healthcare CMMS is deprecated and no longer available for new activations, existing users can still follow this process for reviewing and completing AEM requests. For new implementations, ServiceNow recommends Clinical Device Management workflows.
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The playbook provides a structured, stage-based workflow visible in the Workspace's Playbook tab, enabling clinical engineers to track and complete all required activities related to medical device AEM cases efficiently.
Key Features
- Playbook Integration in Workspace: When activated, the Playbook tab appears for medical device AEM cases, showing all launched activities and enabling users to select and complete stages.
- Role-Based Access: Clinical engineers with the designated role can access and manage the entire review process.
- Structured Stages to Manage AEM Cases: The workflow is divided into three main stages:
- Intake: Review case details, modify maintenance plans, and submit AEM requests for approval.
- Manage AEM plan: Remove the medical device model from existing maintenance plans and optionally add new plans via the Work Plan page, where conditions are pre-populated.
- Review and confirm: Close the review request by finalizing all activities, selecting a resolution code, and providing resolution notes.
- Lifecycle State Progression: The case state automatically updates as each stage is completed, allowing clear visibility into case status.
- Approval Workflow: If configured, AEM requests are routed for approval automatically after submission.
Key Outcomes
- Clinical engineers can efficiently manage and track medical device AEM cases from initial review to closure within a centralized Workspace environment.
- The structured playbook approach ensures all required maintenance plan updates and approvals are handled systematically, reducing errors or omissions.
- Visibility into cross-business workflows and actionable activities helps fulfillers complete tasks timely and in the correct sequence.
- Even though Healthcare CMMS is deprecated, existing users can continue to manage AEM cases until transitioning to newer Clinical Device Management solutions.
Use the playbook available with the Healthcare Computerized Maintenance Management System (Healthcare CMMS) application to manage medical device AEM cases and complete the review of an alternative equipment maintenance (AEM) request for a medical device model.
To use maintenance and servicing workflows or inventory and management workflows, please see Clinical Device Management.
The playbook experience provides fulfillers with visibility into cross-business workflows and the actionable activities used to complete these workflows. When the playbook experience is activated with Workspace in Healthcare CMMS, the Playbook tab appears for a medical device AEM case. For more information on how to interact with a playbook, see Interact with Playbook.
As a clinical engineer with the sn_hcls_cmms.clinical_engineer role, you can use the Healthcare CMMS playbook to complete all activities for reviewing an AEM request for a medical device model. You can access the Playbook tab on your Workspace when a medical device AEM case is assigned to you. The Healthcare CMMS workflow populates the case data for all launched activities on the Playbook tab. You can select a stage in the playbook to complete the activities associated with the stage.
By default, the following stages are available to you as a clinical engineer with the sn_hcls_cmms.clinical_engineer role on the Playbook tab of the Workspace.
Stage |
Description |
|---|---|
Review the medical device AEM case details, make changes to the existing maintenance plan, and submit the AEM request for approval. |
|
Remove the medical device model from the current maintenance plan. |
|
Close the review request. |
Completing the initial review activities
- Review AEM request: Review the details entered for an AEM request for a medical device model and update the details, if needed.
- Submit AEM request for approval: Review any additional information required for the medical device model and submit the AEM request for approvals. If an approval workflow for AEM request is configured by your administrator, the AEM request is submitted for approvals.
Managing AEM requests
In the Manage AEM plan stage of the playbook, complete the Remove from maintenance plans activity by removing the medical device model from the current maintenance plan, if available.
You can create a new maintenance plan by clicking Add plan and creating a work plan from the Work Plan page.
In the new Work Plan page, the required conditions and set conditions are automatically populated.
Closing the AEM request
In the Review and confirm stage of the playbook, complete the Close case activity by waiting until all other activities are completed, and then selecting a resolution code and adding any resolution notes.