A successful implementation and use of a CMMS software requires proper training and data implementation. What’s that old adage? You get out what you put into it. Keep that in mind when you are building your database. Take the time to discuss nomenclature and what data you want to track.

Here is an example of a typical implementation overview:


To ensure that all plant equipment is properly maintained through defined procedures.


All of the data and information that is necessary to populate the Assets/Equipment section including, where applicable: equipment name, department, location, size/capacity, rating, weight, cost, build date, P.O. number, manufacturer, model number, serial number, manufacturer contact, manufacturer telephone, vendor, vendor contact, vendor telephone, and description of equipment.

Preventive Maintenance:

The Engineering, Maintenance, or Facilities Department shall have input on how the equipment will be entered into the Preventive Maintenance (PM) area of the CMMS (Computer Maintenance Management System). This information shall include: equipment number, equipment name, location, department job number, account number, craft, estimate of hours required to complete work, action code (described in Work Order Procedure), and the frequency that the work must be performed. The Maintenance Manager must also determine the best schedule for the PM work order to ensure that work can be scheduled and performed in a timely fashion. Other information that must be entered includes: a detailed description of the work to be performed, parts required, and special tools required. The description of the work to be performed is to be based on manufacturer’s recommendations where applicable.

Development of Preventive/Predictive Maintenance Schedule:

Preventive/Predictive Maintenance Schedules are usually developed by the Maintenance Manager, Implementation Team, or Engineering Department.

Documentation of Preventive/Predictive Maintenance:

The results of all preventive/predictive maintenance must be entered on the completed work order to ensure proper storage in the history section.


Wherever applicable, personnel responsible for the PM of the plant equipment must be properly trained by qualified personnel.


Please let us know if you have any question about implementation or training procurers. We would be happy to help.