Course description

This course provides a practical blueprint to design, configure, and sustain a CMMS that enables effective maintenance execution and analytics. Participants learn how to structure asset hierarchies, standardize data, and build workflows that capture the right information at the right time.

Case examples show how to improve planning/scheduling, material coordination, and performance dashboards by leveraging CMMS features. The focus is on usability, data quality, and governance that deliver real business value.

Audience

Designed for:

  • CMMS/EAM administrators and power users
  • Maintenance planners, schedulers, and supervisors
  • Reliability and production engineers
  • IT/OT support teams for maintenance systems

Prerequisites

Basic exposure to a CMMS/EAM is recommended.

Course content

Data & Master Records

  • Asset hierarchy and functional locations
  • Equipment records and class attributes
  • Failure, cause, and action codes
  • BOMs and spares linkage

Workflows & Usability

  • Notifications/requests and gatekeeping
  • Planning and job plan libraries
  • Scheduling boards and coordination
  • Feedback, closure, and quality rules

Planning & Materials in CMMS

  • BOM and kit readiness signals
  • Reservations and staging
  • Vendor/contractor integration
  • Field mobility and attachments

Analytics & KPIs

  • Dashboards and reports
  • Leading/lagging indicators
  • Backlog health and compliance
  • Data quality scoring

Governance & Sustainment

  • Roles and responsibilities
  • Change control and audits
  • Training and adoption plan
  • Roadmap for enhancements

comments (0)

leave a comment