CMMS Setup and Utilization

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Course Overview

NOTE: Due to COVID-19, the originally scheduled in-person offering of this course (October 7-8, 2020) has been reformatted to an online version. Click the "View Details" box under "Upcoming Dates" for the online course schedule. If you registered for the in-person offering of this course, we will contact you by email, notifying you of action needed.

A fully functioning computerized maintenance management system (CMMS) enables maintenance professionals, along with the equipment and facilities they maintain, to operate effectively and efficiently. This course will assist maintenance and asset management professionals in evaluating their current CMMS along with those considering the purchase of a new CMMS. The course includes a wide breadth of information—from basic terminology, through managing the implementation of a new system.

You will learn the architectural building blocks of a CMMS including relationships among fields and tables, core and transactional records, the application of value lists, and features many maintenance practitioners are unaware exist within most computerized maintenance management software applications. You will leave with a much deeper understanding of what a CMMS can do for you, key considerations when selecting a system, specification and test criteria, tactics for setting up records for success, and how to extract information from a system. 

Who Should Attend?

  • Maintenance managers, supervisors, and team leaders
  • Maintenance planners and schedulers
  • All individuals responsible for selecting, implementing, and/or maintaining a CMMS

Additional Information

This course is part of the Maintenance and Reliability Management Certificate. Enhance your maintenance skills while earning a recognized credential. 

Course Outline

Features, Benefits, and Challenges

  • Computerized Maintenance Management System (CMMS)
  • Enterprise Asset Management System (EAM)

CMMS/EAM Terminology

  • Database tables, fields, and records
  • Software as a Service (SaaS)
  • Configuration, customization, and upgrades

 Record Types

  • Core records
  • Components of Item Master
  • Transactional records
  • Integration

Implementation

  • Evaluating and selecting CMMS/EAM
  • Licensing considerations (number of users)
  • System testing
  • User acceptance testing (UAT)
  • Data migration
  • Legacy System Management
  • Training

CMMS / EAM Best Practices

  • Centralized vs decentralized
  • Development, testing, production
  • Database updates and maintenance
  • Data ownership
  • Traceability of requirements, design, system test, and UAT
  • Standard work to keep the system working properly

Instructors

George Williams

George is the founder and CEO of ReliabilityX. He has a master’s degree in reliability engineering from Monash University. He began his career working for his father in maintenance – performing PMs on trucks and trailers – while in high school. George spent 16 years with a major pharmaceutical company, where he began as a technician and worked his way up to global asset management. In 2015, George’s global team won the Uptime Award for Best Maintenance and Reliability Program. He is a certified maintenance and reliability professional and certified reliability leader. In 2016, he was recognized by the Society for Maintenance and Reliability Professionals as Certified Maintenance and Reliability Professional of the Year. He has earned certifications in vibration analysis, infrared thermography, ultrasound, motion amplification, and plant maintenance management. George is a published author and a recognized leader in reliability. He’s been teaching maintenance and reliability classes for UW-Madison Engineering Professional Development since 2010.

Upcoming dates (1)

Dec. 9-10, 2020

Online RA01639-U336
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Program Director

Jeff Oelke

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