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Preventive Maintenance Software For Small Companies
The quality of your work depends largely on the operational efficiency of your workplace. Against this backdrop, it is of utmost importance to you to keep your equipment and systems in top condition through regular and thorough maintenance. However, the maintenance process can be overwhelming, especially for small companies. If you do not have adequate […]
The quality of your work depends largely on the operational efficiency of your workplace. Against this backdrop, it is of utmost importance to you to keep your equipment and systems in top condition through regular and thorough maintenance.
However, the maintenance process can be overwhelming, especially for small companies. If you do not have adequate manpower or technical skills, you may find it difficult to delegate tasks to your technicians and keep track of which equipment has been repaired. To simplify and speed up these tasks, having a maintenance management software solution available can go a long way.
Preventive Maintenance For Small Companies
Preventive maintenance software is a strategy that teams and managers employ before a failure or outage actually occurs.
The main goal is to reduce the likelihood of failure or deterioration of equipment, components, or spare parts. To perform this type of maintenance, the team must consider the history of the equipment and track its previous failures. This paves the way for determining how often equipment is likely to fail and require repair/maintenance.
Preventive maintenance is a planning strategy for maintenance operations as it is based on well-established maintenance facts, reports, equipment history, and needs of the organization working as efficient equipment maintenance software.
With preventive maintenance as part of the CMMS functionality, small companies can easily organize their maintenance tasks and ensure continuous productivity.
There is no doubt that preventive maintenance is one of the most popular and effective maintenance methods. However, this may not always be the right choice, as each organization has its own idiosyncrasies. Sometimes the cost of preventive maintenance is much higher compared to other possible methods.
See more at preventive maintenance services and repair programs.
What Are The Different Types Of Preventive Maintenance?
There are 3 types of preventive maintenance:
Systematic Preventive Maintenance
Preventive maintenance is carried out according to a schedule established according to the time or the number of units of use (produced). Even if time is the most common unit, other units can be used such as the number of products manufactured, the length of products manufactured, the distance traveled, the mass of products manufactured, the number of cycles carried out, etc.
This frequency of intervention is determined by commissioning or after a complete or partial overhaul
Condition-Based Preventive Maintenance
Preventive maintenance is subject to a type of predetermined event (self-diagnosis, sensor information, wear measurement, etc.). Condition-based maintenance is therefore maintenance that depends on experience and involves information gathered in real-time. It is also called predictive maintenance (non-standard term).
Conditional preventive maintenance is characterized by the highlighting of weak points. Depending on the case, it is desirable to put them under surveillance and, from there, to decide on an intervention when a certain threshold is reached. But the controls remain systematic and are part of the non-destructive control methods.
All materials are affected. This conditional preventive maintenance is done by relevant measurements of the equipment in operation.
Predictive maintenance
Predictive maintenance consists of anticipating future failures on equipment, an object, a system, etc. Concretely, it is a question of anticipating a breakdown or a malfunction thanks to the accumulation of a set of data. Booming in recent years, predictive maintenance has several advantages. It avoids, for example, the immobilization of a broken-down production system (with the resulting financial repercussions).
Predictive maintenance makes it possible above all to anticipate breakdowns and offers the possibility of intervening while avoiding a much more expensive repair. With predictive technology, maintenance costs are reduced by 10 to 40% and the number of breakdowns is halved.
See the difference between reactive and preventive maintenance.
Is Preventive Maintenance Cost Effective?
Preventive maintenance has long been the most popular maintenance strategy for manufacturers. In industrial maintenance, 60% of companies associate preventive maintenance with increased productivity, and over 60% associate preventive maintenance with reduced downtime and increased safety. It has long been believed to provide better cost savings than reactive maintenance.
While preventive maintenance software still involves machine downtime, it is scheduled for a more convenient time and preferred over unplanned reactive maintenance, where the cost and time until the problem is diagnosed and repaired is unknown.
Benefits of Properly Implementing a Preventive Maintenance Program For Small Companies:
Reduce maintenance costs
Depending on the type and complexity of the equipment a company uses, maintenance costs can be one of the largest financial drains.
Preventive maintenance can help avoid this problem by reducing the likelihood of catastrophic failure or equipment degradation.
Additionally, small companies can now benefit from predictive maintenance software. These systems create regular maintenance checklists and help coordinate company-wide maintenance schedules.
Early detection of faults
One of the most basic preventive maintenance tasks is dismantling and thorough inspection of equipment and plant installations.
While this is the most effective way to clean and polish your equipment from the inside out, it can also help identify some hidden flaws that surface diagnostics might miss.
Production lines can benefit from early detection of problems as they are the cause of prolonged downtime.
Regularly replacing dirty or partially damaged parts can eliminate many major defects in the long run. Managers can upgrade or install new functional software to realize automatic diagnosis and error detection. Additionally, some CMMS products can perform maintenance checks of an entire facility in a single cycle. Some systems are even building IoT infrastructure to incorporate device performance data. A single administrator can spot vulnerabilities before they cause significant damage.
Reduce downtime
For maintenance operations, both static systems and running machines must be partially or completely shut down.
Preventive maintenance is almost always faster and uses fewer resources than other maintenance methods.
Most modern operating systems, such as production lines and electrical equipment, include performance management sensors that identify specific problem areas. In this case, instead of shutting down the entire system, these problems can be isolated and fixed.
With predictive maintenance, you can schedule maintenance work at convenient times, such as when employees leave the building or when the day's operations are over, reducing disruptions to production and efficiency.
Longer asset life
Every piece of equipment has a finite useful life after which it needs to be repaired or replaced to varying degrees.
Small companies typically purchase such equipment after determining its potential operation and potential production. Most small companies already factor in repair or replacement costs. Still, preventative maintenance can provide an extra layer of protection to prolong the life of your equipment.
A preventive maintenance program ensures equipment is performing according to manufacturer and consumer specifications.
Challenges of Preventive Maintenance For Small Companies:
May exceed expectations
With preventive maintenance software, there is still a risk of over-maintenance. Some failures are less dangerous to your operation than others. If you dedicate resources to avoiding every single problem, you're probably wasting resources on PMs. Finding a balance between proactive error prevention and reactive remediation efforts is critical.
If a preventative maintenance program is too extensive, it can lead to serious financial waste. In some cases, you should test components, parts, or even entire machines for possible failures.
Unexpected failure
Certain components and parts may fail randomly such that preventive maintenance cannot permanently prevent the failure. In such cases, it may make more sense to think about effective ways to deal with the consequences.
You should not base the frequency of preventive maintenance calls on the usual metric of mean time between failures. Instead, the lifespan of the component should be considered when making this decision.
Continuous training for technicians
Another downside of some preventative maintenance systems is that field technicians don't always keep their knowledge and training up to date.
The bottom line is, if your maintenance professionals don't understand the need for preventive maintenance, or aren't adequately trained to perform it, they won't be able to do it properly.
High upfront costs
When you first implement a preventive maintenance program, it can cost more to service equipment and assets on a regular basis than to wait for a power outage.
Small companies may find the initial cost of deploying a CMMS for preventive maintenance prohibitive if they have a limited budget for asset management and equipment maintenance.
Since facilities are regularly inspected for maintenance, you may need to invest in the latest tools and equipment to properly carry out the repair work, which will undoubtedly add to your overall business expenses.
Consider reading a step-by-step guide to choosing the right CMMS.
Benefits of Preventive Maintenance Software for Small Companies (CMMS)
Integration of maintenance management information
Planned maintenance and predictive maintenance data are multidimensional. It is impossible to represent everything in a single two-dimensional table. You have at least a few workbooks. You most likely have a bunch of linked files, all of which need updated information. CMMS software and preventive maintenance eliminate this by storing all relevant data in one place.
Prevent errors
Errors can easily sneak into maintenance management spreadsheets. A simple copy-and-paste error or missing parentheses can throw off your entire maintenance plan. Bugs may go undetected for months or even years. CMMS software protects formulas and calculations from user error.
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Automatically trigger notifications and work orders
Even the best-designed spreadsheet can't send ticket reminders to technicians. A major advantage of CMMS software is that workflows are easier to manage. Predictive maintenance tasks can be automatically scheduled based on manufacturer recommendations and previous maintenance dates. Task completion is recorded instantly and your planned maintenance records are updated.
Compile audit history
Using CMMS software can simplify maintenance audits. While audit data can be easily stored in spreadsheets, extracting relevant information from multiple files at the time of an audit is a time-consuming manual task. A CMMS system keeps a complete digital file record of every action, including when it happened and by whom. Preventive and planned maintenance history is fully transparent. Since the software has been specially developed for maintenance managers, inspection reports are always at hand.
Reporting and analysis
Weak analysis and reporting are other problems with maintaining administrative spreadsheets. Experienced users can create their own custom reports, but this takes time to set up and maintain. CMMS providers know which metrics and KPIs are most important. Overdue work orders and predictive maintenance forecasts can be generated instantly.
Real-time accuracy
As a manager, it is critical to have an accurate and comprehensive understanding of your operations. Manually entering information into multiple spreadsheet files naturally introduces delays between action and reporting. Urgent tasks and emergencies may not become apparent until the damage has already been done.
Reduce administrative burden
Many maintenance managers report being "drowned in paper." The inherent under-specialization of spreadsheets places an additional burden on users. You might even have a spreadsheet to keep track of your spreadsheets. By automating most of these manual processes, a CMMS allows maintenance managers to focus on their jobs.
See also what is CMMS? - Features and benefits.
Things to Consider If Preventive Maintenance Software (CMMS) for Small Companies Is Right for You
Business complexity
It's not as simple as "big companies need CMMS solutions, small companies need spreadsheets." Yes, a small company with only 30 assets can manage them from a spreadsheet. Yes, large enterprises with hundreds of assets spread across dozens of locations would benefit from CMMS software to manage them. However, large enterprises face higher setup costs, training costs, and user resistance. It is much easier to develop good habits and grow with them than to digitally transform a large enterprise.
Assess administrative burden
How much time do you spend on labor-intensive manual typing? How long does your technician need? If you find that you spend more time on spreadsheets than growing your company, the ROI of automating these processes may be worth it. Get an honest estimate of how many hours of productivity are lost to paper and compare the hourly rate to a monthly CMMS subscription.
Impact of unplanned downtime
A GE study showed that predictive maintenance based on data analysis and monitoring can reduce unplanned downtime by approximately 35% compared to reactive or time-based approaches. When unplanned downtime significantly impacts your business, turning to a predictive maintenance system should be a top priority. Managing a predictive maintenance program through a spreadsheet is much more difficult than through specialized software. Every hour of unplanned downtime costs more for larger companies, but smaller companies experience lower operational error rates. The loss of productivity and customer trust that comes with downtime can decimate a business that is already on the verge of collapse.
In summary, this decade's changes in the CMMS (and preventive maintenance software) software landscape have made it an option for companies of all sizes to consider. The main hurdles for small companies are the time it takes to set up and train, and the risk of being locked into the wrong choice. Company owners should always check the ease of exporting maintenance data and changing suppliers before committing. After all, a vendor with a large number of satisfied users, an active support team and knowledge base, and a clear onboarding process is a better bet than a shiny new startup.

CMMS
Healthcare CMMS Software – Best Solutions For Hospitals
What is Healthcare CMMS software?
Healthcare CMMS software is a specialized tool designed to streamline and optimize maintenance operations within healthcare facilities such as hospitals, clinics, and medical centers. This software helps healthcare organizations manage their equipment, assets, and facilities more effectively, ensuring that critical medical equipment is properly maintained, compliant with regulations, and available when needed.
The era of maintenance is long gone. And structured maintenance in the service sector is now a must. This cannot be done easily without healthcare software, a CMMS that can be configured as standard, and adaptable to the functional flows of each organization.
CMMS stands for Computerized Maintenance Management System. It is professional software, a software package that contains all the data of the curative maintenance operations carried out and in anticipation. The purpose of this tool is to help functional managers in their conduct of maintenance activities. But above all, it facilitates their life, communication, and decision-making, in the service of the organization, thanks to a computerized memory and parameterized flows. Regulatory standards encourage action, and CMMS is able to provide the most suitable tools for compliance with standards while promoting the company's competitiveness.
In healthcare, well-planned ordinary maintenance allows for the prevention of breakdowns and malfunctions, contributing to a reduction in the risks associated with the use of medical devices. Furthermore, it also allows a reduction in plant downtimes and the guaranteed quality of the health services offered. Without forgetting the economic advantage, which has a significant impact on the budgets of health facilities.
That's what CMMS software is for
The management of a production plant or a maintenance company can become very difficult and complicated, requiring a lot of time for those who are in charge of keeping the paper documentation in order concerning the scheduling of interventions, the registration of repairs and replacements, the expected deadlines in the field of safety, in addition to inventory procedures.
The use of CMMS software represents a valid solution to simplify and improve all these situations. Thanks to a CMMS software it is in fact possible to manage workflows throughout their path starting from the generation to the assignment of priorities for interventions and staff shifts both for troubleshooting interventions and for those relating to periodic, preventive, or scheduled maintenance.
The operation of the CMMS, as software for the maintenance plan, is based on the use of a database in which the system collects all the information which can thus be made easily accessible to anyone who needs it. Furthermore, the reports provided can be used to calculate the KPIs (performance indicators) that is the effectiveness of the interventions performed, and fundamental data for making decisions on the corrective or improvement actions to be started. Methods of carrying out the works, information on plants and equipment, spare parts/equipment required and their availability, executing personnel, and allowed and actual manpower hours are just some of the features of CMMS software, whose list is drawn up on the basis of the specific needs of the client company.
Thanks to the system's ability to integrate different processes, maintenance managers have full control of operations, from work acquisition to its completion. This allows them to optimize the use of available resources (labor, spare parts, equipment) in order to keep plants and machinery in the best condition.
Areas of application
The areas in which CMMS software is necessary to range considerably from simple to structured realities in which a Maintenance Information System is necessary for plant management. However, given that the main purpose of CMMS software is to optimize resources by keeping management costs under strict control and ensuring the growth of profit margins, it is clear that the sectors in which it is fully useful are represented by identifiable structured companies mainly in the following sectors:
Industry
Tertiary
Healthcare
Transportation and Logistics
Power
Defense
CMMS In Healthcare
With the expansion of healthcare facilities and the growing number of electromedical devices that science makes available, the need to manage healthcare technologies effectively and efficiently is becoming more and more pressing.
Also in this sector, relying on CMMS software proves to be a choice capable of improving the overall management of a facility, its medical equipment as well as the personnel who work there.
The information processed by CMMS software in the healthcare sector varies according to the situation in which it operates, but always includes preventive maintenance procedures, equipment management, performance indicators (KPI) analysis, equipment inventory including the history of maintenance interventions and their life, the management of personnel involved in maintenance. Furthermore, using CMMS software, the data can be accessed, manipulated, and used through the use of user-friendly interfaces even from mobile devices. Reports that can be generated using the system's database help decision-makers.
For any healthcare facility whether it is a hospital, clinic, or laboratory, unexpected repair costs, as well as the resulting unavailability of machinery, represent one of the main causes of economic loss.
Thanks to the use of a CMMS as software for the maintenance plan, it is possible to contain the occurrence of these circumstances, thus eliminating or reducing the entity of the problem. Maintaining an efficient organization always requires the combined ability and commitment of all the people who work there: but this is not enough. In fact, often the numerous pieces of information that circulate are exchanged in a fragmented way with the result of dispersing their value.
CMMS benefits
Today, through the use of a CMMS, experiences can be collected and organized in a profitable way through intelligent management that is easily usable by managers and employees. Efficient maintenance management guarantees organizations by protecting them from the risk of significant losses of time, productivity, and therefore money.
A good CMMS software represents a decisive point of reference for all maintenance activities.
Through its use, it allows administrators, maintenance teams, engineers, technicians, nurses, and medical personnel to access and interact on different aspects of the activity.
Below we list some of these possibilities.
Management of the technical documentation of the structure with the possibility of keeping it in one place and accessible via PC or mobile device from any place.
Workflow management from start to finish with the possibility of creating, organizing, and keeping track of interventions assigned from any PC or mobile device (Work requests, Work orders, etc...).
Store data in online files to easily find relevant information on any activity by accelerating diagnosis and decision-making.
Centralized management of equipment and personnel to optimize their use.
Automatically schedule notifications of recurring maintenance activities.
Easy exchange of information thanks to the ability to respond in real-time to requests for intervention from any mobile device connected to the internet. In addition to improving the planning of the interventions, this also improves the satisfaction of the applicants who are informed about the status of their request.
Efficiency improvement with consequent cost reduction. It is evident that through the combined action of actions such as the efficient management of work orders, the execution of regular inspections and preventive maintenance, and the appropriate monitoring of employees and other records relating to company assets, a software CMMS for healthcare companies is able to remove obstacles making the workflow efficient.
Digital solutions for the maintenance of healthcare assets: systems and infrastructures
Healthcare facilities are first and foremost buildings. And as such, they are equipped with systems and services whose proper functioning, in such a strategic context, becomes even more crucial.
Lighting, heating, and air treatment systems, but also lifts and freight elevators, are vital assets for the functioning of these infrastructures. Even more strategic are the medical gas distribution systems and fire-fighting devices.
In addition to all aspects related to the maintenance of electromedical equipment, the CMMS must be able to manage the scheduled and corrective maintenance of the systems as well, so as to be able to guarantee their effective and efficient use.
In a critical context such as the healthcare one, it must then be possible to promptly verify the supplier's compliance with the envisaged regulations and verify the effective validity of the certifications held by the technicians who will have to carry out the maintenance operations.
A good CMMS software for the maintenance of healthcare assets, designed specifically for applications in the healthcare sector, must not neglect these aspects either.

CMMS
How WorkTrek’s CMMS Solution Can Help You Meet Regulatory Compliance
Regulatory compliance audits are something all companies need to deal with. This may involve dealing with internal agreements or external regulators. Keeping up with changing standards and being ready to verify compliance can be a daunting task.
Using a CMMS to help track standards and new code, and update assets on short notice can help maintenance professionals reduce headaches.
Learn how a WorkTrek CMMS solution can help facility managers automate and streamline maintenance management operations to pass compliance audits.
Importance Of Control And Regulatory Compliance Obligations For Buildings And Other Equipment
Regular inspection and maintenance of buildings is every employer's responsibility and covers many issues: electricity, fire safety, air ventilation, elevators, doors, and gates are just some of the common regulatory maintenance issues. In addition, there are special standards in areas such as healthcare.
Periodic General Controls (VGP) are numerous and require perfect traceability, keeping regulatory compliance documents and reports throughout the life of the equipment.
Regulatory control and maintenance obligations therefore affect:
Safety: Good maintenance is essential to keep employees safe. Material defects can lead to accidents and endanger persons and systems.
Productivity: A downed machine or a non-compliant building means business is at a standstill. Significant financial losses and reduced competitiveness can be fatal to a company, especially in a highly competitive industry.
Corporate Liability and Criminal Penalties: Failure to comply with legal compliance obligations can result in significant penalties. The financial burden of these sanctions is a moral obligation to corporate decision-makers and a severe blow to brand image.
How To Pass A Regulatory Compliance Audit
If there is no record, regulators will assume that nothing happened. For this reason, it is important to have traceable records of all maintenance performed and regulations to demonstrate that your facility complies with government regulations.
A CMMS acts as an internal checker, ensuring your people and assets are protected while complying with external laws. By scheduling security-related tasks, a CMMS can track all asset data and protect your facility from large fines.
To ensure protocols are being followed properly, CMMS systems can link OSHA rules and maintenance manuals to equipment records.
What The Examiner Wants To See
When conducting a compliance audit, auditors want to make sure you meet the following five criteria:
Quality program
Follow the procedure
Quality records
Test result
Spread trading
A good CMMS can support you in all these steps. Here's a simple example:
Suppose you are a bakery that produces a lot of bread and cakes. Industrial ovens that bake products can get greasy and dirty after use. To prevent grease and bacteria from accumulating in dangerous quantities, you should sanitize them before using them again. As a service provider, you need to create an audit trail that is easy to understand. This audit trail shall include a record of all work orders for the remediation process, instructions on how the remedial action was performed, and documentation of the completion of the remedial action. If someone has checked the oven to make sure it's sanitized, the docs should show that as well. Next, read how to implement the work order management process.
Also, if problems arise, improvements to the process should be documented in the CMMS.
Automate Preventive Maintenance With A WorkTrek CMMS
Preventive maintenance tasks are automated by CMMS software, increasing equipment uptime, performance, efficiency, and longevity. Additionally, creating preventive maintenance orders in the CMMS reduces the likelihood of duplicating the same asset, increasing man hours and increasing technician productivity.
When preventive maintenance activities are created in the CMMS, the severity of corrective maintenance is reduced, resulting in fewer breakdowns and unplanned repairs. This keeps workers safer and better able to perform their tasks.
CMMS also allows facility managers and technicians to record service orders and track asset history. Allowing maintenance personnel to identify root causes of equipment failures and predict future problems.
How Can A CMMS Be An Important Tool For Overseeing Regulatory Compliance Controls?
A CMMS plays a key role in good readiness for audit and regulatory compliance controls. The solution supports preparation at every level with the support of automation. Better documentation of past interventions and official controls could allow rapid corrective action and significantly reduce risk levels.
CMMS solutions support central tasks such as:
Equipment Inventory
The equipment fleet is fully listed and categorized, as are the relevant documents, from user manuals to intervention plans, including photos and procedures. The tree structure of these devices helps to provide advice and ensure a better understanding of the park.
Equipment Identity
Fine-grained categorization of devices allows immediate identification of devices to be controlled and quick location of error sources. The CMMS facilitates consultation on selected terms, treaties, and past interventions.
Warning System
CMMS Alerts, Notifications, and Scheduling are keywords of CMMS that help in the comprehensive monitoring of regulatory maintenance tasks and immediate detection of violations. If deviations occur, an alarm is triggered, enabling preventive maintenance.
Automation
CMMS supports regulatory compliance control monitoring, can create complete checklists, and automatically create work orders.
Traceability Of Operations
All equipment-related operations are included in periodic reports. Data is listed in full and can be accessed quickly in cases of mandatory official control.
Dashboards and Statistics
Dashboards can foresee all operations and get precise statistics. It sets the course for maintenance strategy and provides an excellent overview of fleet compliance.
Thus, the capabilities of a CMMS help to better prepare for the required official building inspections, but the solution's advantages don't stop there. Through improved regulatory compliance monitoring and preventive maintenance, companies increase efficiency and improve the working environment, thereby creating added value for employees.
How a CMMS Can Prepare for a Regulatory Compliance Audit
CMMS software can help you prepare for external compliance audits. While there are a variety of features that can provide specific documentation for an audit, using the CMMS itself shows auditors that you take the regulations seriously. Here are a few ways a CMMS can help you pass a compliance audit.
Audit Trail Capabilities
The audit trail feature in the CMMS software automatically records all changes to work orders. Including exactly what was changed, by whom, and when. This creates data on the history of the ticket and at the same time provides the documentation you need to pass the review. The audit trail feature is specifically designed to meet the needs of multi-site organizations, allowing you to examine the details of operations.
Electronic Signature
FDA Title 21 CFR Part 11 plays an important role in the pharmaceutical, medical, and food and beverage industries. Instead of submitting paper documentation, you can use a CMMS to certify compliance with electronic signatures on work orders to ensure all proper procedures are followed. You can set permissions to close work orders to require approval, and you can select additional settings to allow the electronic release of any documentation you may need for compliance.
Report
CMMS software often comes with several built-in reports. Maintenance reports provide evidence of compliance, especially in relation to your equipment, maintenance activities (work orders), and manpower. Most CMMS programs have the ability to modify reports to meet your changing compliance audit needs. You can also choose a custom report generation service if you need a specific report but cannot find it.
Preventive Maintenance Tasks
In most CMMS programs, you can create a preventive maintenance (PM) task list that contains information to establish standard procedures for various tasks. Users who create PM tickets can select these tasks and add them to the ticket, ensuring the correct procedure is followed every time.
The automatic PM activation feature ensures never to miss a daily, weekly, monthly, or yearly inspection or inspection. Maintenance history records (also created for corrective maintenance work) show evidence that the work has been completed.
Employee Information
A regulatory compliance audit may also include submitting information about your employees. The CMMS links individual employee certifications to employee records so they can be quickly located when needed. Depending on the maintenance management software you choose, it may store additional information about your employees to help assign tasks correctly and distribute work hours evenly.
Custom Field Requirements
System administrators can customize the fields required to complete and close tickets, as well as other data entry fields. This ensures you capture all the information you need to pass your compliance audit.
An audit must be seen as an opportunity to ask the right questions about your business and find the right solutions. A WorkTrek CMMS enables these solutions to be implemented thanks to simple, rigorous, and effective follow-up.
Historization of data and interventions also makes it easier to provide all the necessary evidence.
What if a Worktrek CMMS was your best ally in monitoring device compliance?
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CMMS
How to Implement CMMS in Education Facilities
Introduction
In today's rapidly changing world, educational institutions face numerous challenges in effectively managing their operations. From maintaining facilities and equipment to ensuring the smooth functioning of administrative processes, educational institutions need effective systems to streamline their operations. This is where a Computerized Maintenance Management System (CMMS) comes into play.
What is a CMMS?
The acronym CMMS stands for Computerized Maintenance Management System. This software package was designed to manage maintenance practices globally, on a strategic, financial, and operational level. It is today the essential software of the industrial sector. Much more than simple computer programming, it is an assistant for maintenance teams, the cornerstone of industrial efficiency.
What is the Use of CMMS School Maintenance Software?
Whether it's an elementary school with hundreds of students or a college campus with thousands of students, educational institutions are subject to daily wear and tear. Facilities must be maintained to ensure they remain functional day in and day out. CMMS software helps maintenance and support staff meet these emerging demands, minimizing downtime and ensuring resources are always available to those who need them.
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The CMMS platform acts as a single point of contact and organization for support tickets and routine maintenance tasks. When a teacher submits an IT support ticket to repair a projector or a custodial staff needs to replace a classroom's recycling bin, these tasks are queued in the CMMS where they are sorted, processed, and ultimately completed. The system itself ensures that services are assigned to the correct person, billed to the correct cost center, and documented accordingly.
Advantages of CMMS for Education Facilities
The CMMS platform is a central management system for comprehensive maintenance and repair tasks in educational institutions. Therefore, it is also the best place to find cost-saving opportunities, efficient maintenance methods, and data to improve maintenance processes. Here are some general benefits of a CMMS:
Better budget for recurring and routine repairs and maintenance
Better cost allocation and billing between different cost centers
Accelerate remediation time for support tickets and maintenance requests
Improve planning for capital improvements and major projects
Better organize ticketing and task assignments with a CMMS
Archive repair and maintenance tickets for future reference
Access past maintenance data and comments for better future service
Automation reduces repair time, cost, and labor costs
There is an expectation that the resources and amenities of the learning environment will be available to teachers and students when they need it. With a CMMS, service tickets and requests can be easily tracked and monitored to ensure they are well-maintained and always available. The result is not only a better educational experience but also school pride and satisfaction that must be taken into consideration, especially at the college level where tuition and enrollment costs are often a major focus.
How Does a CMMS Improve Any School or University?
Implementing a Computerized Maintenance Management System (CMMS) in a school or university can bring about several benefits, improving overall efficiency, resource management, and the learning environment. Here are ways in which a CMMS can positively impact educational institutions:
Asset Management – CMMS helps manage and track school assets, including facilities, equipment, and infrastructure. This ensures proper maintenance, extends asset life, and reduces the likelihood of breakdowns.
Preventive Maintenance – Scheduled preventive maintenance tasks can be efficiently managed through a CMMS, reducing unexpected equipment failures and minimizing disruptions to daily operations.
Work Order Management – CMMS streamlines the process of creating, assigning, and tracking work orders for maintenance tasks. This helps prioritize and address issues promptly, ensuring a safe and functional learning environment.
Cost Savings – By proactively managing maintenance activities and preventing costly emergency repairs, CMMS can contribute to cost savings for educational institutions.
Inventory Control – CMMS assists in managing spare parts and maintenance inventory, ensuring that necessary supplies are available when needed and reducing downtime.
Energy Management – Monitoring and optimizing energy consumption through a CMMS can contribute to sustainability goals and reduce utility costs for the institution.
Mobile Accessibility – Many modern CMMS solutions offer mobile applications, allowing maintenance teams to access information, create work orders, and update records on the go, enhancing responsiveness.
How to Implement CMMS in Education Facilities?
CMMS implementation in education facilities involves careful planning, stakeholder involvement, and systematic execution. Here are the key steps to effectively implement CMMS in educational institutions:
Define Objectives and Scope – Clearly define the goals and objectives of implementing CMMS in your educational facility. Identify the scope of the system, specifying which assets and maintenance processes will be included.
Budgeting and Resource Allocation – Establish a budget for the CMMS implementation, considering software costs, hardware requirements, training, and ongoing support. Allocate resources appropriately to ensure a smooth implementation.
Customization and Configuration – Work with the chosen vendor to customize and configure the CMMS to meet the specific requirements of the education facility. This may include setting up asset hierarchies, preventive maintenance schedules, and user roles.
Data Migration – If the facility is transitioning from manual or legacy systems, plan for data migration. Ensure that existing data, such as asset records and maintenance history, is accurately transferred to the new CMMS.
Training – Provide comprehensive training for staff members who will be using the CMMS. Training should cover system navigation, data entry, work order management, and reporting functionalities.
By following these steps, educational institutions can effectively implement a CMMS, improving maintenance processes, reducing downtime, and enhancing overall facility management.
Why is Facility Management Important in Schools?
Facilities management is extremely important to schools as it ensures the optimal operation and maintenance of the physical environment for learning. Efficient facility management helps improve the safety, functionality, and aesthetics of educational spaces and creates a conducive teaching and learning atmosphere. It includes tasks such as maintenance, repairs, security, and resource allocation, all of which directly impact the well-being and experience of students, staff, and faculty.
How a CMMS Can Help Optimize Asset Management in Educational Institutions?
Educational institutions have a variety of assets that need to be managed and maintained in order for the institution to operate effectively. From classrooms and cafeterias to playgrounds, gymnasiums, and libraries, keeping these resources up to date is critical to providing a safe learning environment and delivering a quality education.
A CMMS is a software system that helps facility managers track their assets and maintenance needs. It stores data about each asset, such as location, condition, age, and usage history. This information can be used to schedule preventive maintenance tasks, prioritize repairs and replacements, monitor parts inventory, and track labor costs.
How Does a CMMS Save the Education Industry Money?
A CMMS can save the education industry a lot of time and money. Automating maintenance tasks eliminates manual data entry and reporting efforts, thereby reducing the labor costs associated with these tasks. A CMMS helps prevent downtime by ensuring repairs are made correctly. This reduces spare parts, labor, and other related costs while increasing uptime and productivity.
Conclusion
Computerized Maintenance Management Systems (CMMS) play a vital role in the education industry, enabling education facilities to streamline operations, improve asset management, and increase maintenance efficiency. With CMMS benefits such as streamlined workflows, optimized resource allocation, and easy compliance, a CMMS is a valuable tool for educational institutions. By carefully implementing a CMMS, education facilities can create a safer, more efficient, and more supportive learning environment for students and teachers.

Operations & Maintenance
How to Train Your Employees on CMMS
In today's fast-paced and technology-driven workplace, computerized maintenance management software (CMMS) has become an essential tool in streamlining maintenance operations, increasing productivity, and ensuring asset longevity. Since its introduction in the mid-1960s, CMMS has evolved from its original mathematics-based system for documenting, standardizing, and validating manufacturing processes to today's powerful and sophisticated system capable of managing entire plant operations and facilities for use by maintenance and facilities departments in real-time management of multiple users. Future Market Insights conducted a historical analysis of the global CMMS market and found that the market will grow at a compound annual growth rate (CAGR) of 7.0% from 2018 to 2022, proving the attractiveness of CMMS to companies across all industries and business sectors. The growth rate over the next 10 years is 9.1%.
While these numbers are impressive, they do not reflect the high error rates in CMMS implementations, which can range from 50% to 70% depending on the reporting source. One of the main reasons for high failure rates is low user adoption. Employee resistance to change is a real barrier to CMMS adoption. Before we dive into how business owners can drive user adoption and the value CMMS software offers, we'll take a closer look at the reasons behind employee resistance to adopting maintenance management software.
What Qualities are Required to Master the Operation of CMMS?
People wishing to learn how to use the CMMS maintenance solution must be rigorous and thoughtful. Faced with an unknown situation, they must be able to take a step back to find the right initiatives. Relationships can also be sought by employers. Their work is often part of a collaborative process with technicians. As part of a project, it will also be necessary to communicate with other stakeholders.
To be able to learn how to use CMMS, you will need to master certain basic computer skills. For example, it is useful to know how to operate a computer, a smartphone, or a tablet. The equipment on which the solution may be available must be understood by the person wishing to train in this type of solution. Using this type of tool also requires perfect mastery of the different functionalities of the software. Good data analysis skills can be essential for performing preventative maintenance operations. Managing costs, or even working times, can be essential within the framework of a project.
Why Learn to Use CMMS?
There are many reasons to train to learn how to use CMMS. For an employee, this represents the opportunity to improve their skills. By having this type of specific training, it will be possible to qualify for positions of responsibility. For people looking for work, mastering this type of work tool in the field of maintenance allows them to benefit from better employability. It will be possible to respond to offers requiring mastery of the functionalities of this professional software.
For companies, having employees trained in the use of CMMS makes it possible to better anticipate maintenance and repair operations. The software actually makes it possible to optimize this type of mission. It offers the possibility of managing the work of one or more people in the blink of an eye. Prevention also makes it possible to prevent situations where production is blocked due to machine breakdowns. Companies therefore have an interest in having people who have mastered this type of solution. Some of them also choose to offer in-house training to people working in this field. Others finance external training to ensure the skills development of their employees.
Reasons for Low User Acceptance of CMMS Systems
Resistance to change
Like most of us, we find comfort in what we already know and are good at. This does not apply to employees who are accustomed to traditional maintenance management methods that have been used for years. When a company first adopts a CMMS, it makes sense that maintenance personnel would be skeptical about the benefits of implementing a CMMS.
Not familiar with
Employees who are accustomed to using existing systems and processes may resist change because they feel comfortable and competent with their current processes. When introducing new technology, there is no avoiding the learning curve. When it comes to a CMMS, employees need to be familiar with new technologies, workflows, processes, and hardware. This can be intimidating and overwhelming, especially for those who are not tech-savvy.
Feeling a lack of control
If employees are not involved in the decision-making process or understand the reasons for technological change, they may lose control of their work environment. This can be highly destabilizing and lead to resistance to change because employees value a sense of autonomy and influence over their work.
Disrupt routines
Change often disrupts established routines and work patterns. Maintenance teams may resist new technology if they believe it will disrupt their daily tasks, resulting in a temporary loss of productivity and increased workload during the transition.
Doubts about the benefits of CMMS
If maintenance personnel do not see the direct, tangible benefits of adopting new technology, they may resist change. You may wonder whether new technology will actually improve efficiency, productivity, and overall work quality. Without a clear understanding of the benefits of CMMS, employees may view the change as unnecessary, onerous, and not worth learning.
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Insufficient training and support
Insufficient CMMS training and support during the implementation phase of new technology can lead to disaster and negatively impact adoption. If employees feel they are not competent enough to use the technology or do not have access to the resources they need to learn and troubleshoot, they may resist changing out of frustration or fear.
Organizational culture
Some organizations may have a culture that is resistant to change or prefers traditional approaches. In this environment, employees may resist new technologies due to prevailing norms, attitudes, or resistance from influential individuals or groups within the organization.
Fear of losing your job
Maintenance personnel may worry that new technologies will automate the tasks they currently perform, resulting in job losses or reduced job security. They may also worry about their ability to adapt to new technology or acquire the skills they need to remain valuable in a changing work environment. For some employees, this can be a source of extreme anxiety and another reason to resist change.
Challenges of Training New Systems and Technologies
As we all know, every industry has endless new technologies covering every possible process. That’s why you take the time to research the features and benefits of different software and carefully choose the one that’s best for your business. You know very well that this technology will help your company grow and succeed, so your employees should see that too...right?
Well, not exactly.
Because many industries experience near-constant change, some employees experience frustration and burnout when learning new CMMS software or updating systems. Maybe it’s when people at the top step down and make changes that they feel good. Additionally, existing technical training sometimes needs to be updated to reflect changes in components, versions, or updates. They always strive to keep their training up to date, which can be a chore for employees.
Effective Ways to Maximize User Adoption and Value of Your CMMS System
We’ve identified the top reasons why employees resist using a solid CMMS solution, so here are actionable strategies companies can use to increase user adoption and promote successful implementations. These strategies enable maintenance departments to effectively utilize their CMMS systems and gain tangible benefits in less time.
The trainer must understand the software or system itself:
A solid change management training program requires trainers to be experts themselves before developing the training.
If a trainer doesn't know the software or isn't interested in the program, employees will know immediately.
When designing training, consult subject matter experts (either inside or outside the organization) as they can be very helpful in developing technical training. If you conduct training in person, choose your trainers carefully and provide them with the training they need to help employees take the next steps to implementation.
Define clear goals and benefits:
Clearly define the goals and benefits of implementing a useful CMMS system. Communicate these to all involved, emphasizing the positive impact of the software on their roles and the organization as a whole. By aligning user expectations with system functionality, business owners can inspire enthusiasm and motivation for adoption. Communicating information to all employees throughout the facility via email, text messages, and posters is an effective way to disseminate information while keeping all employees informed about the entire process.
Include key stakeholders:
Another way to prevent employee resistance is to involve key stakeholders early in the implementation process, including maintainers, supervisors, managers, and IT staff. Listen to their input, address their concerns, and provide early opportunities for training and collaboration. Now is also the time to identify and prioritize quick wins that demonstrate the immediate value of your CMMS system. By focusing on achievable goals and demonstrating expected early success, business owners can increase excitement, build trust, and encourage wider user adoption. Once key stakeholders gain buy-in by actively participating in the early stages of a CMMS implementation, they are better able to confidently drive user adoption, communicate the technology's benefits, and ensure a smooth transition.
Comprehensive CMMS training and onboarding:
This is one area where entrepreneurs shouldn’t take shortcuts. Because employee buy-in is critical to a successful CMMS implementation, it is imperative to invest in a comprehensive training program that covers all aspects of the CMMS system's functionality. Consider offering a combination of on-site, virtual, and self-paced training options to accommodate employees’ different learning styles and schedules. Ongoing support is also provided through documentation, FAQs, user forums, and a dedicated support team to assist users with any questions or challenges. Consider offering additional options for mobile access to your CMMS system through a dedicated app.
This is another way to reduce employee resistance by building trust with real-time capabilities. Mobile access allows users to access and update information or request assistance anytime and anywhere. This increases productivity, saves time, and proves the value of a CMMS. A friendly user interface makes it easier for users to interact with the system. Finally, continue to maintain open lines of communication with your users throughout the implementation, onboarding process, and beyond. Regularly inform your employees about system improvements, new features, and success stories. Users are encouraged to provide feedback, suggestions, and ideas for improvements. Actively incorporate user feedback into system updates and demonstrate that their input is valued and acted upon.
The phased approach to CMMS implementation:
Implementing the system requires a lot of planning and hard work. In addition to what has been stated, if the company has other existing systems, such as an enterprise resource planning (ERP) system or equipment monitoring system, these should be integrated before going live. This important step enables efficient data exchange and automation and eliminates redundant tasks, making the CMMS system more efficient and valuable to users. When it comes time to roll out a CMMS system company-wide, a pilot implementation is best.
This means initial deployment is limited to specific departments or areas within the facility. This approach allows all issues encountered along the way to be tested, refined, and resolved on a smaller scale. The advantage of fine-tuning the system during this pilot phase is that it reduces employee frustration from dealing with disruptive outages. The final step is to incorporate feedback from pilot users to further refine the system and optimize its usability before expanding the implementation to the entire organization.
Performance tracking and incentives:
As an ongoing practice, regularly utilize performance tracking mechanisms within the CMMS system to monitor key metrics such as asset availability, maintenance response times, and cost savings. The information provided by these audits provides objective feedback on the organization's operations and productivity. It also provides insights into processes that may need improvement to improve workflow, resource utilization, preventive maintenance schedules, and more. Share performance reports with users and teams while recognizing and rewarding top performers. By introducing incentives and recognition programs, users will be motivated to continue using the CMMS and recognize the value it brings to their workplace.
Let them do it:
One of the best teaching methods when learning new software is to let employees try it themselves. Sure, you can show them how to do it and how to do it correctly, but there's no reason not to give them practical experience. According to some statistics:
“People watching a software demo might be able to reproduce 10 percent of what was shown to them, calculate 20 percent, learn another 20 percent from their peers, and then completely forget the other half to learn slowly later, or not learn at all.”
It is best to follow a repetitive series of teaching methods. Just like learning a musical instrument or driving a car, if you do something over and over again, it will eventually become second nature to you. Give yourself about half an hour for them to use it and then do it another day. Spending a lot of time will only make them tired or bored.
Benefits of CMMS Training
When everyone completes a comprehensive training program on using a CMMS, you and your team can reap these four specific benefits:
Help everyone get used to using the software faster:
Not everyone is quick to accept and use new technologies introduced into the workplace, no matter how valuable they may be.
A formal user training program can educate your employees on the benefits of a CMMS program. In addition, they can experience concretely how the use of the software can help streamline work and improve processes. Because of this, they will be more open to accepting this new technology.
If your employees understand the value of the program, they will work hard to understand it so they can use it properly.
Let all users understand the functions of the program:
CMMS programs have a variety of features and tools that many new users find difficult to use or even impossible to find. If your team has used a different system before, this can present a doubly challenging situation.
If your team is trained before fully implementing the software, make sure they fully understand the interface and various tools before starting to use it.
From creating and managing work orders, maintenance schedules, and reports to organizing assets, your employees will know how to do it all after completing the introductory course.
With adequate training, your team will be fully prepared to use the software. You'll feel safer and less stressed when using it.
Easier to use consistently:
Another benefit of providing CMMS readiness training for your employees is that you can ensure that everyone is on the same page when it comes to using the CMMS. If you let your team research and use the program themselves, they may develop specific procedures or techniques for using it. These methods can lead to errors that affect important data and, in turn, various operations.
To ensure that everyone follows the correct steps, instructions, and best practices for using a CMMS program, have a trainer conduct a proper tutorial before implementation. Not only do they reduce the frequency of errors, they help set your team up for consistency and success.
Promote the speed and efficiency of software implementation:
Learning the details of a CMMS system can take several days. It takes some people hours to master the steps required to perform a single function. Trying different technologies can lead to your employees making a lot of mistakes, and wasting time and resources.
Trying different technologies can lead to your employees making a lot of mistakes, and wasting time and resources.
Conclusion
From manufacturing to healthcare facilities, the goal of a CMMS is to increase efficiency, thereby saving time and costs. Use these savings to increase employee satisfaction. High employee satisfaction leads to employee loyalty. Satisfied employees will talk to their friends, which may even lead to hiring new employees. Overall, implementing a CMMS or making the most of your current CMMS is a great way to keep your employees happy and on your team.
With proper training, your team can avoid spending a lot of time guessing and making critical mistakes. You can learn to use the CMMS system correctly and efficiently in less time, which means your business can take advantage of all the benefits of the technology faster.

Compliance & Control
What Is SOP In Warehouse – Quick Guide And Template
An SOP describes a procedure and tells an operator how to perform it. SOPs are useful in most work environments but are essential for organizations whose operations are process-driven, such as life sciences companies and manufacturing companies—SOPs, along with staff training, transfer expertise from one department to another. In a medical device company, for example, scientists in research and development pass on their knowledge of a product they have designed to the manufacturing department, thanks to SOPs. Standard Operating Procedures (SOPs) for warehousing apply to certain tasks and the use of specialized machinery or new equipment.
Free Warehouse Standard Operating Procedure Template
Download the Warehouse Standard Operating Procedure Template
Manufacturers that operate internationally also rely on SOPs to standardize processes across their factories. For example, a Japanese car manufacturer will train its staff in the United States on key manufacturing processes and then use SOPs to ensure that every car the company sells is of the expected quality, regardless of location.
The uses of SOPs by organizations are diverse:
Ensure process consistency and reproducibility
Facilitate training by giving trainees a point of reference
Make it easier to cross-train employees on tasks they don't usually do
Reduce security risks and other hazards by specifying how to avoid and prevent them
Have a basis for process evaluation and improvement
Comply with regulations and/or quality standards
Types of the SOP
The formats of SOPs are as varied as the operational activities. An SOP can be in the form of a checklist, flowchart (or any other graphic), hierarchical steps, or annotated photos. However, consistency and traceability of SOPs generally need to be ensured in regulated environments. Procedures should include a simplified document identification and control system.
A valid SOP should include the company name, descriptive title, identification and control numbers, purpose, scope, responsibilities involved (specific tasks, assignment of activities to employees, certification and qualification requirements, etc.), and a step-by-step procedure. Depending on the nature of the process described, the SOP may include calculations for data management.
Consequences of non-compliance with standard operating procedures (SOPs)
A good standard operating procedure is designed to streamline the production process while minimizing the risk of error. Non-compliance with standard operating procedures could lead to the following consequences:
Lack of quality control
Standard operating procedures help produce consistently high-quality products. Failure to follow these standard operating procedures can lead to inconsistent quality results and dissatisfied customers.
Low productivity
Standard operating procedures are designed to improve efficiency. Non-compliance makes it difficult to achieve maximum productivity since operational deadlines vary for each employee.
Subjective performance evaluations
Standard operating procedures clearly define the tasks and responsibilities of team members. Objective performance evaluations are conducted by measuring actual performance against standards set by industry standard operating procedures. If management and employees do not follow the same standard, expectations become blurred, and personal biases can influence evaluations.
Communication breakdown
Standard operating procedures communicate process updates to employees. If workers do not follow standard operating procedures, they risk making mistakes that could compromise the quality and efficiency of their work.
Increased risk of accidents - Safe work practices are often incorporated into company standard operating procedures. Non-compliance can put employees at greater risk of work-related accidents or injuries.
How do SOPs improve warehouse operations?
Smoother and more efficient startup. SOP makes it easier to onboard new customers. They set expectations and provide employees with reference tools for handling various business decisions.
Consistency and reliability of service. SOPs are used to establish operating procedures that help prevent and reduce errors.
Savings measures. Shipping errors can cost money. A well-designed SOP reduces the chance of error and increases operational efficiency.
Legal compliance. SOPs document policies, procedures, and processes that demonstrate compliance with legal requirements.
Safety. A properly written SOP reinforces your organization's core values and charter to ensure the safety and well-being of your employees.
How to write an SOP?
Complying with regulations and producing consistent results doesn't have to be an obstacle course. Preparing a well-written SOP document can guide employees in performing routine tasks in the best and safest way possible. There is no official standard for writing an SOP document. However, certain steps can help in writing an effective SOP.
Step 1: Determine the objective
Writing your SOP for your business starts with thinking about what you want to accomplish. Whether starting a new process or improving an existing one, determining the purpose or objective makes it easier to write the SOP document.
Step 2: Define the scope
The scope defines the scope of your SOP document. It clarifies details such as limitations or exceptions to the procedure and who will use it or be impacted.
Step 3: Choose a format
There are different formats for writing an SOP document. A standard operating procedure typically uses a step-by-step format, which is simple and easy to follow. There is also a hierarchical format similar to the previous one; the only difference is that it provides more detailed and specific instructions for each step. Finally, the flowchart format where the processes are illustrated. This solution is most suitable for processes that require decision-making. You can choose to use one or a combination of them as long as it is appropriate and easily understood by your audience.
Step 4: Write the procedures
Depending on the format you have chosen, start writing the procedures according to your purpose. A good principle to follow when writing is the 5 Cs: clear, concise, correct, courteous, and complete. This takes the guesswork out of the procedure and ensures that every step is consistent.
Step 5: Review and update if necessary
After writing your SOP document, review and test it with other team members before sending it to stakeholders for approval. Once approved, it will then be implemented and shared with relevant employees. However, it doesn't stop there. SOPs should be continually reviewed and updated, preferably every 6-12 months or as needed.
SOP management: challenges
Despite the ubiquity of technology, most businesses continue to rely on paper-based processes even today. In most cases, SOPs, created using Microsoft Word, are printed and stored in binders, then physically routed from one approval department to another. Once approved, the binder's contents are photocopied so each department has one available. In a small organization, this process may be sufficient, but for the majority of companies, a manual system poses many problems:
Inefficiency
Routing, reviewing, and approving an SOP can be slow and inefficient, especially if an organization generates hundreds of thousands of SOPs and the employees responsible for reviewing and approving them are located in different locations or moving. SOPs can be lost during their routing or drowned in the middle of paper piled up on a desk or in a mailbox (in the case of routing by e-mail). Searching and retrieving SOPs requires staff to sort through many paper documents. The same goes for updating them. Besides going through a similar routing and approval process during the review, outdated paper documents should be discarded.
Bad communication
In a manual system, the quality processes are not linked, which complicates the transmission of information between the people who manage these processes. To expedite the approval of an SOP, its author must make calls, send e-mails, or go directly to the personnel in charge of this task. All this for a single SOP. The number of callbacks by phone, email, or person is multiplied by the number of SOPs the employee is responsible for. In a rapidly growing organization (such as a 24/7 business with multiple locations worldwide), SOPs are likely to change constantly, with the risk that affected individuals will not be notified early enough.
Insufficient training
It's detrimental if employees aren't made aware of new SOPs (or recent changes) quickly, but the lack of proper training on new SOPs has more serious consequences. This failure is inherent in a manual system not linked to the training control process. In this situation, employees who do not receive proper training will likely use the new SOPs incorrectly.
Ineffective documentation
The effectiveness of SOP implementation directly impacts product quality, which is why organizations need to provide accurate and up-to-date information in SOPs. However, updating SOPs manually requires considerable time and effort. It is then neglected by employees at the risk of creating compliance problems. It is also unreliable to expect employees to think at every opportunity to note changes in an SOP, and to add the author, reason, and date to the document.
Lack of revision control
Businesses that depend on a manual system regularly complain about eliminating outdated documents. Even after reviewing and approving the SOPs, old documents may be on the shop floor. Another problematic situation can arise from the simple fact that a filing cabinet containing documents that have not been approved ends up in the hands of employees because it is lying on a desk. In both cases, unverified SOPs can be the source of non-conformities.
For these reasons, it is better to take a system to reduce paperwork and save time.

CMMS
The Importance of Mobile CMMS
With the latest technologies, mobile CMMS facilitates the work of stakeholders in the field as well as real-time monitoring by their management and their customers.
They make it possible to have the right information in real-time, to locate the faulty equipment on a map or a plan, to take instructions on the intervention, to have the necessary authorizations for the sites at risk, to have the history of the equipment, diagrams or instructions for use.
Combined with a system for managing rounds and the geolocation of workers, this makes it possible to know who is the nearest qualified worker and how quickly he can get there. This therefore provides more responsiveness, but also clarity towards customers or the internal customer.
The recording of information by the worker himself in the field enhances the quality of the data contained in the CMMS. In fact, this avoids re-entry, with all the misunderstandings that this brings. It is the employee who carried out an intervention who has the best information, not to mention the time that it costs the company.
Mobility is becoming essential and makes it possible to provide traceability and transparency of interventions, optimize travel, and increase the quality of service.
Click here to learn more about CMMS.
Mobile CMMS, a Small Revolution
By using a CMMS mobile app, maintenance teams are more likely to leverage the full potential of a CMMS.
What is a mobile CMMS?
Mobile CMMS software is an application that can be used on a smartphone or tablet. Essentially, it is this possibility of "on-the-go" deployment that distinguishes it from traditional software, and it also takes over the maintenance management functions.
However, some applications integrate many additional features inspired by recent advances in new technologies and their new uses in daily life.
The application uses big data logic to provide its users with analytical tools based on data collected from thousands of anonymous and professional users working on the same machine.
Community operations inspired by social networks allow maintenance technicians and machine operators to exchange information and share their problems. This applies both to communities within the company or group and to users from other organizations.
Finally, the ergonomic design makes it as easy to use as everyday applications, even for inexperienced users.
How does a mobile CMMS work?
Specifically, a mobile CMMS is an application that can be used on a tablet or smartphone. Some of the solutions are very similar to everyday apps available on Android and IOS.
More specifically, CMMS publishers that offer a mobile version typically offer two versions of the solution, all of which work online. The main version is the most complete, accessible via an internet browser, and therefore designed for use on a computer. The mobile version takes the form of an Android or IOS CMMS application that provides some of the functionality of the desktop version. Of course, the data available for both versions is the same.
Advantages of Mobile CMMS
The main advantage of a mobile CMMS is obviously...mobility – This is a big advantage, especially for building maintenance software, the fact that maintenance technicians using a mobile CMMS can enter their intervention reports immediately after the fact rather than having to write the information down in a notebook and then return to the office to copy or memory, which often results in loss of information. In addition, they have access to information they need for their work, such as technical data sheets for equipment or safety instructions to follow.
Job Satisfaction
A mobile CMMS provides you with a wealth of useful resources that can improve your performance. Mobile access enables technicians to complete tasks faster and more efficiently. Faster access and dissemination of information about tasks improves overall performance. You can also stay up-to-date on important developments while you're at work, so you can respond quickly in emergencies.
Communicate instantly from any location
When a critical component fails, technicians must repair it immediately and make necessary repairs with minimal disruption to maintenance schedules. To avoid such unexpected failures and avoid huge costs, technicians must be able to react in real-time. A mobile CMMS provides the ability to remain flexible and adaptable by sending immediate notification of any outages along with complete records of previously performed repairs and maintenance. With real-time visibility into serviceability and equipment health, facility managers can also prevent workplace hazards and ensure a safer working environment.
Promote a paperless work environment
A mobile CMMS can effectively manage an organization’s maintenance and repair activities. It includes features and functionality that eliminate the need for paper copies of work orders, thereby saving significant office supply costs. Additionally, this paperless approach significantly reduces the harmful environmental impact associated with printing and processing paperwork. Implementing a CMMS eliminates the risk of important maintenance records being lost or damaged due to paper documentation.
All data is stored securely within the software, so no data can be lost or accidentally corrupted. This seamless organization of information greatly facilitates efficient and smooth workflow. In addition, the use of mobile CMMS also leads to significant improvements in productivity. With access to work orders, schedules, and maintenance history at the touch of a button, employees can respond quickly to maintenance requests and perform tasks more efficiently. This streamlined process saves valuable time and allows maintenance teams to focus on their core tasks rather than wrangling paperwork.
Companies can demonstrate their commitment to modern technology and efficient processes rather than relying on manual records and outdated systems. This enhances the reputation of the organization and gives employees a sense of professionalism and reliability.
Greater accuracy
An important reason why many manufacturing companies commonly choose to implement maintenance management software is the improvement in work order accuracy. A mobile CMMS only improves this. Instead of writing down or remembering work order instructions when leaving the shop floor, technicians can use a mobile app to view the information when they arrive on site. You no longer have to worry about missing notes or hearing something wrong. Just use the app to enter your details.
See which key metrics you should keep track of inside CMMS.
Reduce downtime
Production facilities, drilling rigs, and power plants are productive assets, and if these assets experience a loss of capacity or downtime during maintenance, troubleshooting should occur quickly. In order to be able to use the system efficiently again in a timely and efficient manner, fast communication is necessary. A mobile CMMS keeps technicians informed, eliminating the need to report and check dispatch to headquarters. It can significantly reduce downtime by notifying technicians which parts need urgent replacement, which parts are currently available, and which equipment needs repair as soon as possible. This increases work efficiency and instantly returns the machine to peak performance. When managing complex assets with multiple dependencies, downtime affects all concurrent activities. With a mobile CMMS, facility managers can prevent unplanned outages and minimize the impact of planned outages by recording work in real-time, making immediate corrections, and forwarding information to field engineers.
Ability to work online and offline
One of the biggest benefits of using mobile CMMS software is the ability to open, create, manage, and close work orders even from a remote location. Equipment failures often occur in inopportune places. With a mobile CMMS, companies can solve this problem by allowing employees to access the system even when they are offline.
Cut costs
A mobile CMMS can help companies reduce costs by streamlining maintenance operations and improving asset utilization. This means businesses can save on repair and replacement costs as well as labor costs. As costs are reduced, companies can allocate their newfound budget to other areas of the business, such as investments, marketing, and research and development.
Check out our blog about How can CMMS save you money.
Key Features of CMMS Mobile Software
The ideal mobile CMMS software helps maintenance teams by providing key features that make their lives easier and get the job done as quickly as possible. Therefore, mobile CMMS software should have the following main functions:
Manage and create work orders: Maintenance technicians can issue parts to work orders, add notes, and complete work orders to verify job completion.
Create a work request: Workers can enter issues with specific equipment and submit them as work requests.
Schedule and manage maintenance: The software should give you a comprehensive overview of all maintenance activities and allow you to easily create and manage schedules.
Asset Tracking: This should also allow you to track your assets in real-time. This includes location, status, and repair history.
Next, read the Top 5 CMMS Features you need in your work life.
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No Maintenance Restrictions With Mobile CMMS Software
Industrial maintenance can be managed in many ways without specialized software, but its limitations always reduce a company's activity and profitability. These limitations are:
Industrial Maintenance Level 0
Some businesses still manage equipment maintenance in a “piecemeal” manner. If a machine was found to be defective, parts were replaced, but this activity was not monitored, a spare parts warehouse was not organized, and no tasks were planned.
This approach—or rather, the lack of it—has two major drawbacks. On the one hand, this results in a significant loss of productivity, since the machine is idle when parts arrive. Monitoring maintenance work is impossible and not simplified at all. It is therefore impossible to foresee or plan interventions, nor to have a complete picture of the wear and maintenance needs of the machine.
Maintain "paper talk"
Monitoring machine maintenance operations using paper documents is the first step in the organized management of industrial maintenance. Written documentation of each intervention allows for minimal monitoring and traceability.
See also, how can CMMS help you reduce machine downtime.
However, access to the intervention booklet or intervention sheet (which is only available as a single copy stored in a single location) and its readability is limited. This does not allow for good traceability of interventions or smooth transfer of information between affected teams. Finding a description of a specific task is an obstacle.
CMMS Excel or Access
The spread of IT and the emergence of Excel software enabled some companies to introduce the first forms of computerized maintenance management. They use spreadsheets to record all maintenance work performed.
Although this approach significantly improves the monitoring of interventions and in particular the consultation on implemented measures, it is still limited in terms of information acquisition and planning of measures.
The use of Access software represents a definite advance on this last point, enabling calendar planning of both preventive and formal maintenance work.
Regardless of whether you choose Excel or Access, the exchange of information is limited by the characteristics of the software and cannot be viewed and used through the network.
Mobile CMMS: 4 Reasons to Equip Your Maintenance Worker With a Smartphone/Tablet
You have decided to take a CMMS solution to equip your teams, but you are afraid that the tool will be more restrictive than anything else? It is not so! The objective of a CMMS application is to be mobile. Indeed, it is supposed to be suitable for maintenance workers. They have many missions to carry out and must travel to complete them. A mobile CMMS tool will help him a lot and save him time in his organization. But wasting the time saved by going back and forth to a fixed computer is a shame... Fortunately, there is a perfect alternative: the digital tablet.
1. Be more mobile and save time
First of all, the format of the tablet is super practical, It allows you to go everywhere without asking questions, without a small notebook, and without thinking about writing down notes for later... What a relief! And yes, equipping your maintenance agent with a tablet makes data entry easier. For example, the tablet simplifies data entry on its CMMS software and optimizes its mobility. Small and light, the tablet can stay with its agent at any time of the day.
2. Capture data in real-time, more easily
Second, the tablet makes it super easy to enter data in real-time. Using a digital tablet also means being able to enter data in real-time. And for good reason, it is really useful for maintenance agents who need to regularly enter information into their CMMS tool. Keeping your maintenance up to date is very important and much easier with a touchscreen tablet! Thanks to it, the maintenance agent does not need to wait until the end of the day to enter all the information in one go. He can therefore enter them as his day progresses, in real time. Temperature readings to take? The tablet is ideal and much more practical for their input. No need to write everything down on a piece of paper that can easily be lost. No need to type everything again. Everything happens on the tablet and everything is recorded directly on your CMMS.
3. Consult information in real-time
Using a tablet with a CMMS also makes it possible to consult maintenance information in real-time. A doubt about the info on the equipment or the last date of maintenance? With his tablet, the maintenance agent obtains the necessary information in an instant. No more trips to the computer or worse: uncertainty and questioning... This saves time, and energy, and limits the risk of errors.
4. Gain responsiveness with the camera and QR code reader
The advantage of a tablet is also to have an integrated camera. Need to illustrate a breakdown? To show the results of the work? Describe the room. From a serial number? A photo in one click and presto, the file can be directly loaded onto the CMMS tool.
Without forgetting that with a tablet equipped with a CMMS tool, if your equipment is equipped with QR codes, you can directly scan the code and save considerable time. The function is not possible from a computer.
Next, read how much CMMS software costs.
What Benefits Can a Mobile CMMS Bring to a Company?
Efficiency is a top priority. Just think of the time you would save if you no longer had to go to your desk to get more information, or to the parts room only to find a part was out of stock. Imagine being notified instantly of an urgent work task via a notification tone on your device instead of seeing a note on your desk hours later.
Mobile CMMS improves communication between maintenance personnel, managers, and citizens. Essentially, the efficiency we experience when using mobile devices in our daily lives can directly impact the efficiency of our workflow:
A lean and efficient team allows you to do more with less, save overtime, use that time for preventive maintenance, other more efficient projects, and more.
Quick access to a CMMS helps our operations run smoother, reduce downtime, reduce waste, and improve the quality of our work.
Ultimately, a mobile CMMS saves us money by reducing labor costs and creating longer-lasting assets and facilities.
See more benefits of CMMS software.
Conclusion
CMMS tools greatly facilitate the management of your daily maintenance. However, the experience can be further simplified by using a tablet and be a huge time and efficiency saver. The difference between a classic CMMS and a mobile CMMS may seem small at first glance. Simply being able to use the software on a tablet or smartphone, the practical direct and indirect impacts of the advantages of a mobile CMMS are actually numerous.

Operations & Maintenance
Guide to Preventive Maintenance Checklist And Repair Program
A preventive maintenance checklist is a structured list of tasks and inspections designed to be performed on equipment or assets to prevent potential issues, maintain optimal performance, and extend operational lifespan.
It typically includes scheduled maintenance activities such as lubrication, cleaning, visual inspections, component replacements, and other necessary actions to identify and address potential problems before they escalate into costly breakdowns or failures.
The checklist ensures that maintenance tasks are systematically carried out according to a predetermined schedule, reducing the likelihood of unexpected downtime and maximizing equipment reliability and efficiency.
If you're a facility manager, you've probably heard a variation of the phrase, "If it ain't broke, don't fix it." This mentality may work in the short term, but ongoing reactive maintenance may fail due to a lack of consistency, and proactive repairs cost thousands of euros each year.
Unplanned equipment failures are stressful and time-consuming for facility teams to fix. If your team is still taking a reactive approach to maintenance, it's time to make a change. A solid preventive maintenance program is critical to keeping equipment safe and functioning correctly.
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What Is Preventive Maintenance?
Preventive maintenance is a systematic approach to building operations designed to predict and prevent catastrophic equipment failures before they occur. To achieve this, facility personnel routinely inspect, maintain, and repair equipment to ensure that it performs as expected by the manufacturer.
As a general rule, it is better to prevent problems than to react to them. A preventive maintenance plan can help maintenance managers better predict costs and improve key performance indicators.
Preventive maintenance reduces the likelihood of unexpected issues by optimizing equipment performance. The following list outlines a few ways maintenance teams can stay on top of preventive maintenance in their departments:
Schedule and perform regular equipment inspections.
Regularly clean buildings, grounds, and property.
Lubricate moving parts to reduce wear.
Amplified controls for optimal performance and energy efficiency.
Repair and replace any defective piece of equipment.
Develop clear PM Checklists.
Define maintenance processes
This article will introduce you to the ultimate equipment preventive maintenance checklist that will ensure your equipment's seamless and efficient operation.
Importance of Preventive Maintenance
Preventive maintenance (PM) involves regular, planned maintenance tasks designed to prevent equipment failure before it occurs. Unlike reactive maintenance, which addresses problems after they arise, preventive maintenance proactively addresses potential issues, ensuring equipment operates smoothly and efficiently.
Benefits of Preventive Maintenance
Reduced Equipment Downtime: Routine maintenance tasks help identify and fix issues before they escalate into significant problems, reducing unplanned equipment downtime.
Extended Equipment Lifespan: Regular inspections and maintenance activities can significantly extend the lifespan of equipment, ensuring it remains operational for more extended periods.
Cost Savings: Preventive maintenance reduces the need for costly repairs and replacements, ultimately saving the organization money.
Improved Safety: Routine checks and maintenance of safety-critical systems, such as fire alarm systems and carbon monoxide detectors, ensure the safety of personnel and infrastructure.
Enhanced Efficiency: Well-maintained equipment operates more efficiently, improving productivity and reducing energy consumption.
Source: WorkTrek
Preventive Maintenance Checklist
Equipment/Asset Name: [Insert Equipment/Asset Name]
Date of Inspection: [Insert Date]
Inspector: [Insert Name]
Item Description: [Describe the equipment or asset being inspected]
Preventive Maintenance Checklist Tasks:
Visual Inspection:
Check for any signs of abnormal wear or damage.
Inspect for leaks, cracks, or corrosion.
Verify proper alignment and positioning.
Lubrication:
Lubricate moving parts as per the manufacturer's recommendations.
Ensure proper grease or oil levels.
Replace lubricants if necessary.
Cleaning:
Remove any debris, dirt, or buildup.
Clean filters, vents, and cooling systems.
Ensure equipment surfaces are free from dust and grime.
Functional Checks:
Test equipment functionality according to its operational specifications.
Verify safety features such as emergency stops and alarms.
Conduct performance tests if applicable.
Electrical Components:
Inspect electrical connections for signs of wear or damage.
Check for loose connections and tighten if necessary.
Test electrical systems for proper functioning.
Fluid Levels:
Check fluid levels such as oil, coolant, hydraulic fluid, etc.
Top up fluids as needed.
Inspect for any leaks or abnormalities in fluid condition.
Parts Replacement:
Replace worn or damaged components identified during inspection.
Follow the manufacturer's guidelines for part replacement intervals.
Keep a record of replaced parts for future reference.
Calibration:
Verify equipment calibration if applicable.
Perform calibration adjustments as needed.
Ensure accuracy and precision of measurements.
Documentation:
Record inspection findings, maintenance tasks performed, and any issues identified.
Maintain a log of maintenance activities for tracking and reference purposes.
Source: WorkTrek
Utilizing CMMS Software for Preventive Maintenance Checklists
Implementing Computerized Maintenance Management Systems (CMMS) software can simplify and automate the creation and management of preventive maintenance checklists. This digital tool allows maintenance managers to automate the scheduling of regular inspections and maintenance tasks, ensuring that nothing falls through the cracks.
With CMMS, you can automate the creation of preventive maintenance checklists, generate task lists for specific equipment and assign them to technicians, set up recurring work orders, and track the completion of each item on your checklist.
This level of organization and automation increases equipment reliability and streamlines the workflow, allowing technicians to focus on their work without worrying about administrative tasks.
Moreover, CMMS software provides a centralized database for all maintenance records, making it easy to access historical data and track the frequency of maintenance activities. This data can be invaluable for refining your preventive maintenance checklists over time, as it reveals patterns and trends that may necessitate adjustments in maintenance frequency or procedures.
Additionally, CMMS can alert managers to upcoming maintenance tasks, help prioritize work based on criticality, and ensure that the necessary parts and tools are available when needed, thus further enhancing the efficiency and effectiveness of preventive maintenance programs.
What Are The Different Types Of Preventive Maintenance?
There are seven types of preventive maintenance:
Preventive Maintenance
Predictive Maintenance
Corrective Maintenance
Condition Based Maintenance
Planned Maintenance
Reactive or Emergency Maintenance
Deferred Maintenance
Preventive Maintenance
Preventive maintenance is carried out at predetermined intervals or according to prescribed criteria to reduce the likelihood of failure or the degradation of the functioning of an item. This strategy is based on performing maintenance at scheduled intervals, regardless of whether the equipment has shown signs of deterioration. The goal is to prevent unexpected breakdowns and extend the lifespan of the machinery.
Benefits:
Reduces the likelihood of unexpected breakdowns.
Extends equipment lifespan.
Enhances operational efficiency by minimizing downtime.
Helps in planning and budgeting for maintenance activities.
Predictive Maintenance
Predictive maintenance is a more sophisticated approach that relies on condition-monitoring equipment and techniques to assess real-time machinery performance. By analyzing sensor data and statistical methods, maintenance can be more accurately scheduled to address issues before they fail, thus reducing unnecessary maintenance tasks and costs.
Benefits:
Minimizes unplanned downtime by predicting failures.
Reduces maintenance costs by addressing issues before they escalate.
Improves equipment performance and reliability.
Enables better planning and resource allocation.
Corrective Maintenance
Corrective maintenance is performed to rectify identified faults, and restore the equipment to an acceptable condition. Unlike reactive maintenance, which occurs after a breakdown, corrective maintenance is often the result of inspections or monitoring that detect issues before they lead to failure.
Benefits:
Addresses issues that were not anticipated, ensuring equipment can be repaired promptly.
It can be more cost-effective for non-critical equipment with lower failure impact.
It helps identify underlying issues that might not have been apparent during routine checks.
Planned Maintenance
Planned maintenance is carried out at predetermined intervals or according to prescribed criteria to reduce the likelihood of failure or the degradation of the functioning of an item. This strategy is based on performing maintenance at scheduled intervals, regardless of whether the equipment has shown signs of deterioration. The goal is to prevent unexpected breakdowns and extend the lifespan of the machinery.
Benefits:
Allows for efficient use of maintenance resources.
Minimizes disruption to operations by scheduling maintenance during non-peak times.
Ensures systematic and comprehensive equipment care.
Helps in long-term maintenance planning and budgeting.
Emergency Maintenance
Reactive or emergency maintenance, sometimes called breakdown maintenance, is the most basic form. It involves repairs only after a machine has failed or broken down. While this approach may seem cost-effective in the short term, it can lead to increased downtime and higher repair costs due to the unpredictability of equipment failures. Reducing the volume of emergency maintenance is best to improve equipment reliability and reduce maintenance costs.
Benefits:
Addresses critical failures promptly to minimize operational impact.
Enhances safety by quickly mitigating hazardous conditions.
Reduces the duration of unplanned downtime.
Essential for maintaining business continuity during emergencies.
Deferred Maintenance
Deferred maintenance refers to postponing maintenance activities on buildings, equipment, and machinery due to budget constraints, prioritization, or resource allocation decisions. While this may offer short-term financial relief, it can increase long-term costs, safety risks, and potential system failures.
Benefits:
Allows for prioritization of critical maintenance tasks when resources are limited.
It can be used as a temporary measure to manage budget constraints.
Provides flexibility in maintenance scheduling.
Condition-based maintenance
Condition-based maintenance is similar to predictive maintenance but specifically focuses on the equipment's physical condition. It involves monitoring specific variables, such as vibration, temperature, or lubrication properties, to determine when maintenance should be performed. This approach ensures that maintenance is only done when warranted by the equipment's condition, thus avoiding unnecessary interventions.
Benefits:
Optimizes maintenance activities by focusing on actual equipment conditions.
Reduces unnecessary maintenance tasks and associated costs.
Enhances equipment availability and reliability.
Increases the accuracy of maintenance interventions.
Source: WorkTrek
What Are The Four Key Preventive Maintenance Actions?
Preventive maintenance adopts the active maintenance method, which mainly includes four significant actions: inspection, detection, correction, and prevention. Let's examine each concept in more detail to see how it can be the foundation of a successful preventive maintenance program and help the maintenance team.
Inspections
Inspections are necessary for preventive maintenance and help the organization in two ways. First, facility inspections ensure that equipment is safe to use. Regular inspections help avoid workplace accidents and provide the company with more liability protection. The second is to inspect and protect assets regularly. Check to make sure the equipment is operating as intended by the manufacturer.
Detection
Running in a "run-to-fail" fashion ultimately incurs facility service costs, which is why many facility managers opt for a preventive maintenance approach. Predictive maintenance allows facility managers to identify problems early, which are relatively easy and inexpensive to fix.
Correction
Preventive maintenance encourages facility managers to maintain equipment proactively and fix problems before they occur. When a problem (or potential problem) is identified, facility managers take action to resolve it before it escalates or disrupts operations quickly.
Prevention
Facility managers can combine inspection records and maintenance alerts to learn from past mistakes and resolve recurring equipment issues. Preventing equipment downtime reduces stress and increases facility team productivity. When equipment is performed according to inspections, personnel can focus on proactive (rather than reactive) maintenance tasks.
What Are The Benefits Of Preventive Maintenance?
The most obvious benefit of implementing preventive maintenance is to get ahead of problems before equipment failure. Some of the benefits include:
Preventive maintenance reduces downtime and business shutdowns due to unexpected equipment failures.
Using preventive maintenance checklists can improve overall efficiency
Preventive maintenance will increase equipment life, saving you money in the long run.
Preventive maintenance ensures that all equipment and employees work only during scheduled hours, eliminating the need for overtime pay due to unplanned machinery breakdowns, etc.
Preventive maintenance will significantly reduce safety risks for employees and customers, reducing the risk of costly lawsuits and workers' compensation.
Preventive maintenance helps reduce the energy consumption of your assets and equipment through high levels of operational efficiency, which will lower your utility bills.
Preventive maintenance can help maintenance teams reduce urgent repairs
Preventive maintenance can give maintenance technicians a well-defined maintenance strategy
These are just a few of the specific benefits of regular preventive maintenance. Preventive maintenance can reduce accidents and costly damage even if you own a small retail store or food stand and don't work with heavy machinery or equipment.
What Are Repairs?
Repairs are actions taken to restore an asset to normal function. It's about restoring a broken thing to its optimal working condition. The extent of repairs required depends on the nature of the equipment failure. There are two main types of errors:
Complete failure
This refers to an outage that causes the asset to become unusable. The asset cannot perform its function until someone takes care of it. For example, an engine failure can stall your car and make it undrivable until you take it to a mechanic. Equipment failure often results in unplanned downtime, which is often costly and requires urgent maintenance.
Partial failure
In this case, the asset works to some extent despite the error. You can still use the gear, but it's either unsafe or extremely ineffective. For example, a driver might drive a vehicle with a dirty air filter. But he might notice that the air conditioner isn't as cold as it used to be, or he might sneeze because of the poor air quality. Often, you want to fix partial failures as quickly as possible before they lead to complete failures at the wrong time.
Some repairs are more expensive than others. How much you spend on repairs depends on the root cause of the failure.
While failures are inevitable, most equipment failures are avoidable. This is where maintenance comes into play. Proactive maintenance can help you avoid major and expensive repairs.
Source: Huston Dynamic Service, Inc.
Conclusion
A comprehensive preventive maintenance program ensures equipment and assets' longevity, efficiency, and reliability and reduces maintenance costs. Organizations can significantly reduce the risk of unexpected breakdowns, minimize production downtime, and improve key performance indicators by creating preventative maintenance checklists and following good preventive maintenance processes.
Following a structured preventive maintenance checklist, which includes regular inspections, condition monitoring, predictive maintenance techniques, and timely corrective actions, can also reduce costly repairs.
The benefits of preventive maintenance extend beyond just minimizing downtime; it also enhances overall operational efficiency, improves safety, lowers energy consumption, and ultimately leads to substantial cost savings in the long run.
By embracing a proactive approach to maintenance and leveraging tools like CMMS software, facility managers can streamline their maintenance workflows, make data-driven decisions, and foster a culture of continuous improvement within their organizations.
Frequently Asked Questions (FAQ)
What is a Preventive Maintenance Checklist?
A preventive maintenance checklist is a structured list of tasks and inspections designed to be regularly performed on equipment or assets. It includes scheduled maintenance activities like lubrication, cleaning, visual inspections, and component replacements to identify and address potential problems before they escalate into costly breakdowns or failures.
What are the Different Types of Preventive Maintenance?
The three main types of preventive maintenance are:
Preventive Maintenance
Predictive Maintenance
Corrective Maintenance
Condition Based Maintenance
Planned Maintenance
Reactive or Emergency Maintenance
Deferred Maintenance
What are the Four Key Preventive Maintenance Actions?
The four critical preventive maintenance actions are:
Inspections: Regularly inspecting equipment for safety and proper operation.
Detection: Identifying problems early through predictive maintenance techniques.
Correction: Proactively fix identified issues before they escalate.
Prevention: Learning from past issues to prevent recurring equipment problems.
What are the Benefits of Preventive Maintenance?
Some key benefits of preventive maintenance include:
Reduced downtime and business shutdowns due to unexpected failures
Improved overall efficiency and equipment life
Cost savings from avoiding expensive repairs and replacements
Reduced safety risks and potential legal liabilities
Lower energy consumption and utility costs
What is the Difference Between Repairs and Maintenance?
Repairs are actions taken to restore an asset to normal function after a failure. Maintenance, on the other hand, refers to proactive actions like inspections, adjustments, and replacements performed to prevent failures from happening in the first place. Proper maintenance can help avoid major and expensive repairs.

Operations & Maintenance
Top 10 Facility Management Software in 2024
Facility management software is designed to help facility managers and contractors ensure that buildings, whether they are construction sites, factories, educational buildings, or corporate headquarters, are well-maintained and utilized to their fullest potential. These software solutions are essential in managing the numerous maintenance and organizational issues that are common in various types of buildings. You may already have an investment management system, but that's not enough for complex assets.
If you think it's time to invest in a facility management platform, but aren't sure where to start, this article should help. We've compiled a list of the top 10 facilities management software to help you find the right one. This should give you a better idea of what to expect when looking.
What is Facilities Management?
A "facility" is a tangible thing constructed or installed for a specific purpose. Facility support organizations, eg. buildings, IT infrastructure and services, lighting, furniture, and grounds maintenance.
Facilities Management (FM) focuses on how these facilities are managed. It can be defined as a management discipline that ensures effective and efficient support services to various organizations. It is a function within an organization that integrates people, processes, places, and technology into the existing environment and focuses on improving the productivity of the organization and people's quality of life.
What Does A Facility Manager Do?
The facilities manager is considered a "strategic leader critical to the continued success of the organization." They are responsible for maintaining the "workplace" (such as offices, retail stores, and warehouses) and keeping business operations running.
The University now offers advanced degrees in Facilities Management, a position that has evolved from a "craftsman" position to a professional management discipline that requires initiative, foresight, and planning.
Not to be confused with property management, facilities management is less concerned with the buildings themselves and more concerned with the processes and people needed to ensure safety. For example, they can organize regular fire inspections and communicate with electricians when needed.
Inventory Of All Assets At the Facility, Maintained
To set up an optimal plan for the facility, it is first necessary to carry out an inventory of all the tools on which maintenance must be carried out to not omit any asset essential to the proper functioning of the production chain. Depending on the size of the industrial or agricultural company and the number of installations in its possession, the complexity of the maintenance plan can vary greatly. In the most complex cases, it is strongly recommended to segment this inventory by sector or production unit to be able to manage sets of acceptable complexity.
Definition And Prioritization Of Facility Maintenance Tasks
To ensure effective facility maintenance, it is crucial to define all tasks required for each asset, including their frequency and necessary skill level. This enables the assignment of tasks to technicians with the appropriate skills. Prioritizing tasks can also be helpful in complex situations, where tasks can be ranked to determine which should be completed first and which can be postponed if resources are lacking (such as due to unforeseen events or absences). The purpose of this prioritization is therefore to better organize the maintenance work, which leads to better efficiency, reduction of stress in the teams, and easier management of unforeseen events.
Computer-Aided Facilities Management Software
Computer-aided facility management (CAFM) software assists facility managers in planning, executing, and monitoring activities including preventive maintenance, space and migration management, asset management, and facility service operations.
Implementing software is also a relatively quick way to reduce facility management expenses. In addition to the cost-cutting benefits, using a software manager can help save time on documentation, leaving more time to think about preventive measures. Preventative measures can also help save money as they reduce breakdowns, repairs, and unnecessary equipment replacements.
Another type of facility management software is computerized maintenance management software (CMMS). This software is similar to CAFM software but provides greater insight into a company's maintenance planning and execution. It includes automated maintenance schedules with a greater focus on preventive maintenance.
With the increasing use of CAFM software and CMMS, facility managers must be aware of technological changes. Facility managers should understand the system and keep up with rapid changes in the software. You should be flexible and able to adapt to these changes.
Choose A Facility Management Solution
While there are a dizzying array of variables that can influence your choice of any particular facility management software, general advice can still be given on choosing the right type for your particular business. Using this logic, we managed to formulate three recommendations:
Determine the features you need.
Different types of facility management software tend to create a lot of confusion, especially because their features overlap. Fortunately, certain characteristics differentiate the different types of facilities management systems. For example, EAM solutions are known for their rich functionality for managing disparate assets from a single point of access. CMMS software, on the other hand, has a more limited feature list and is usually only usable with physical assets and a range of medium-sized facilities. That's not to say that these types of software aren't mutually exclusive, it's not uncommon for them to coexist and even integrate to work better.
Define the main goals of the solution.
Knowing exactly what your facilities management software will be used for is an important part of the selection. Single-site installations usually only require basic maintenance management software, and a CMMS is best in this case. Other more complex examples may require a hybrid solution or something more specific since the increase in complexity doesn't always correlate to the size or number of installations. For example, if your equipment includes mobile assets such as public sector vehicles, these assets will be grouped separately from your company's stationary equipment.
Research possible deployment options.
Facility management system deployment methods often vary widely. There are three general approaches to deploying a facility management system: cloud, on-premises, and hybrid. Cloud deployments are relatively cheap, but for larger organizations with larger workforces or many customization preferences, prices can rise quickly. Also, since it is the cloud service provider that protects your data in this case, it is not uncommon for them to have the most advanced data protection solutions on the market. On-site facility management uses your hardware as the primary storage for the entire system. On-premises offers more customization than the cloud, but where the data is, you also have to worry about network security.
You can expect many different features from a building management system, including but not limited to:
The ability to analyze expenses, as facilities management systems need to be able to process information in many different ways – including benchmarking, overviews of historical data, trend detection, and more. the following.
Greatly simplifies access to all contractor information - certifications, payment information, insurance tracking, and more.
Eases the difficulty of managing work orders, especially for facility maintenance requests.
The ability to install software that integrates with various business platforms (payment systems, accounting systems, etc.) to simplify the payment process and minimize data entry errors.
Comprehensive customer support is always available to help you manage your facility management tools.
Top 10 Facility Management Software in 2024
Facilities management solutions are designed to assist facility managers and contractors in ensuring that buildings, including construction sites, factories, educational buildings, or corporate headquarters, are always in top condition and utilized in the best possible way. These solutions are essential in addressing the many maintenance and organizational issues that arise in various types of buildings.
You may already have an investment management system, but that's not enough for complex assets.
We've compiled a list of the top 10 facilities management software to help you find the right one. This should give you a better idea of what to expect when looking.
1. WorkTrek
That's us!
The most important thing is to find the solution that best suits your needs, which means that the best CMMS software is often the one that best meets your expectations. And we try to fulfill those expectations!
Easily manage requests across multiple business locations and perform crucial maintenance tasks, including creating, assigning, and tracking work orders.
Benefits of WorkTrek Facility Management:
Greater transparency and control: Use one platform to track work orders and tasks, and monitor your technicians’ locations in real time.
Reduce the number of interventions: Plan interventions and handle work orders promptly.
Improve understanding of processes: Create internal knowledge to keep a centralized record of work history and better understand maintenance activities.
Built-in safety and compliance: Give your technicians easy access to health and safety information about specific work orders, making sure your organization adheres to the highest safety standards across all activities.
Digitize your workflows: Our solution replaces paper and spreadsheets with a centralized repository of electronic documents.
Increase customer satisfaction: Meet and exceed your client’s expectations by shortening response times.
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2. Infraspeak
Infraspeak is a cloud-based maintenance management solution designed to help small and medium-sized businesses manage preventive and corrective maintenance, audits, inventory, and more. The platform offers dedicated apps with custom features for facility managers and technical assistants.
It offers a wide range of features, including a centralized dashboard, NFC (Near Field Communication) beacons, asset management, task calendar, agenda, economic analysis, IoT sensors, and electronic signatures. The platform includes a fault-reporting interface that allows staff members, maintenance managers, employees, custodians, and customers to report faults directly. Users can check various failure statuses and plan interventions with information about resolved and open queries, as well as upcoming preventive maintenance tasks.
Infraspeak offers a building management module that allows managers to organize infrastructure across multiple sites, as well as identify and trace assets. Managers can view real-time information regarding maintenance, inventory, costs, and productivity.
3. FMS: Workplace
FMS: Workplace is a facility management solution designed to help companies get the most out of their workspace and assets. It provides users with powerful visualization and planning tools, as well as reporting options to help you gain data-driven insights into how your facility is being used. Capabilities include scenario planning, sustainability financial forecasting, environmental impact analysis, building assessment tracking, and lifecycle planning. Additionally, it has a built-in solution for service request management.
Benefits of FMS: Workplace?
Workplace planning and optimization: It has functions such as scene modeling, visualization, two-way drawing, and model integration. These features allow users to plan and optimize the use of office space and identify unused space that can be rented out.
End-to-end inventory management: FMS: Workplace allows users full control over asset inventory management. It helps you monitor your assets across locations, tasks, and owners. The solution also records maintenance history so you know if they are still up to date.
Centralized facilities management process: The platform consists of eight components, namely Regional, Relocation, Maintenance, Real Estate, Projects, Sustainability, Wealth, and Strategic Management: From one hub, users can easily handle all processes related to facility management. Plus, with its integration capabilities, the platform is designed to work with your existing software ecosystem.
4. eMaint CMMS
eMaint Computerized Maintenance Management System (CMMS) software helps increase asset reliability and extend equipment life with excellent customer support. You can minimize labor costs by standardizing workflows and optimizing operations with eMaint. Use the system to manage work orders, automate PM schedules, and ensure spare parts availability. Cloud-based technology enables teams to access crucial data from anywhere, whether they are on-site, in the field, or working remotely.
eMaint is part of the Fluke family and is an award-winning CMMS solution designed, both in its software and in its delivery model, with the idea of partnership. Its adaptive interface enables users to connect data for actionable insights, connect teams for streamlined operations, and connect systems for extended ROI.
5. UpKeep
UpKeep is a mobile computer-aided maintenance management system (CMMS) that utilizes cloud technology, allowing it to be used on mobile devices.
In various sectors, such as manufacturing, construction, distribution, warehousing, utilities, hotels, restaurants, the food industry, churches, education, and more, UpKeep offers a mobile computer-aided maintenance management system (CMMS) that uses cloud technology, making it accessible on mobile devices.
The system allows users to manage maintenance scheduling and work orders, with tools for creating work orders, prioritization, signature capture, image annotation, importing asset data, inventory management, barcode scanning, chat and collaboration, invoice creation, and more.
UpKeep allows users to create custom work orders for multiple purposes, such as creating checklists and measuring values, using templates and form elements. Users can add files, images, and parts to tasks, as well as prioritize work orders based on their urgency. Asset data can be imported into UpKeep from existing files, and barcodes can be assigned to parts or assets, which can be scanned and included in work orders. Inventory can be managed by location, and part history tracking provides users with information on where each part has been used.
6. Hippo CMMS
Hippo CMMS is a maintenance management software tool for businesses of all sizes. It is fast and easy to implement SaaS solutions. Hippo CMMS offers a custom interface that can be designed according to users' operational maintenance needs.
Since 2004, Hippo CMMS has provided user-friendly maintenance software to companies in the following industries: manufacturing, healthcare, education, hospitality, sports and recreation, property management, and municipalities. This CMMS can be used by everyone in an organization, whether it's a VP, CIO, or non-technical employee. The system allows all employees (regardless of hierarchical rank) to process work orders, process maintenance requests, and manage preventive maintenance and spare parts.
Hippo CMMS is coming with all the modules and functionalities needed to streamline maintenance operations: maintenance request portal, on-demand work order management, preventive maintenance, inventory management, fleet maintenance, and maintenance order management. mobile work, reporting, and extraction tools. Each subscription offers an unlimited number of users.
7. Quickbase
Quickbase is an app-building platform that allows users to create custom business apps without programming. This out-of-the-box solution offers tools including workflow automation, notifications and reminders, task management, team collaboration, interactive dashboards, and more.
Quickbase includes simple web forms to speed up data collection, point-and-click integration into other cloud apps and data sources, robust APIs, unlimited reports and dashboards, and landing pages customizable, and appropriate governance, with role-based access control.
Among the features, it comes with asset tracking, inventory management, and maintenance request management, making it one of the most comprehensive applications for facility management systems.
8. ServiceNow Facility Management
ServiceNow Facility Management software provides tools that enable the maximization of resources, improvement of preventive maintenance, and alignment of services with company priorities. This system, which is part of ServiceNow's selection of top-of-the-line products, is designed to offer innovative solutions for facility managers. Using the platform, you can address corporate goals for sustainability, operational efficiency, staff productivity, and even cost control.
9. POC System
POC System is a cloud-based facilities management solution that helps medium to large businesses manage commercial real estate and seating assignments. The platform provides a real-time view of inventory and work areas, allowing managers to design seating plans and optimize utilization.
It comes with an interactive space management tool designed to manage the layout of cubicles, access points, and conference rooms. A graphical interface allows teams to create table plan simulations, view empty boxes, and manage assignments. Users can use color codes to divide floor plans into different types such as vacant areas, common areas, parking lots, etc. POC System includes a marketing tool for administrators to select marketing placements using metrics and zoning.
POC System's drag-and-drop functionality helps large companies streamline the entire moving process. The platform automatically backs up data and stores activity logs, as well as changes for later reference. POC System integrates with various HR systems and third-party applications like Namely, Active Directory, SAP, and Oracle.
10. OfficeSpace
OfficeSpace Software is a cloud-based facilities management solution that allows users to create and allocate workspaces for critical administrative tasks using a wide range of features including desktop reservation, resource tracking, as well as travel, space and demand management, etc. Many industries, including government entities, healthcare, banking, telecommunications, and real estate, use the visual tool. The tool automates and simplifies the complex task of managing large-scale organizational moves and day-to-day employee transfers.
Users can employ OfficeSpace Software to manage rooms and track boxes with their assets and attribute information. They can access the software via the web using single sign-on (SSO). A mobile visual directory allows them to find people on the go. Thanks to the space management module, they can fully control their office space. They can also view space usage and view a real-time floor plan. Powerful reporting tools help them make smart decisions about space usage. OfficeSpace Software includes an Asset Tracker, which helps users quickly identify enterprise-wide assets and equipment. They can easily find, monitor and share organizational resources from conference rooms to printers and more. They can also access critical medical and safety reports or generate accurate and up-to-date reports related to attributes and equipment.
Which Facility Management Software Should You Choose?
Facilities management software is an incredible tool that can improve a business's productivity in many ways. Selecting facility management software requires careful consideration of several key factors. When evaluating software options, consider the software's features and functionality, ease of use, ability to integrate with other systems
Also evaluate the level of software training required, data security measures, and customer support options.
The most important thing is to find the solution that best suits your needs, which means that the best CMMS or facility management software is often the one that best meets your expectations. And WorkTrek tries to fulfill those expectations!
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