Month: June 2025

FTMaintenance Select v.4.36.1.0 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release of FTMaintenance Select v.4.36.1.0, which incorporates the following:

Solutions

  • Invoicing
    • Improved retention of Work Order and Service Request data.
  • Work Order Management
    • Improved Work Order Task labor hour estimates.
    • Improved Recurring Work Order creation.
    • Improved Task deletion on Recurring Work Orders.

FTMaintenance Select v.4.36.0.0 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release of FTMaintenance Select v.4.36.0.0, which incorporates the following:

Features

  • Asset Management
    • Added the ability to automatically update a Location records Description when its associated Building, Facility, or Property record’s description is updated.
  • Notifications
    • Added the ability to include Title information in Work Order Email Notifications.

Solutions

  • Dashboard
    • Improved access to Widgets for newly created Users.
    • Improved Work Order Breakdown by Labor Resource widget.
    • Improved manual Recurring Work Order activations.
    • Improved Advance By functionality.
  • Invoicing
    • Improved retention of Invoicing Configuration changes.

FTMaintenance Select v.4.35.0.0 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release of FTMaintenance Select v.4.35.0.0, which incorporates the following:

Features

  • Work Order Management
    • Added the ability to view when a Work Order was deleted, and by whom, from the Deleted Work Orders page.

Solutions

  • Invoicing
    • Improved Payment Receipts.
  • Work Order Management
    • Improved Procedures.
    • Improved the Recurring Work Orders grid.
    • Improved Labor Cost tracking.
    • Improved navigation from a historical Work Order’s details view.
    • Improved Work Order Labor Hour calculation over Daylight Saving Time.
    • Improved manual Recurring Work Order activations.
    • Improved Work Order Custom Fields.
    • Improved visibility of Maintenance Categories created through Work Order Configuration.
    • Improved visibility of Indoor Location paths from the Work Order Locations tab selection screen.
    • Improved visibility of Asset Structure paths from the Locations list.

Understanding Barcode Systems and Their Role in Maintenance Management

Stockroom worker scanning printed barcodes using a wired barcode scanner as part of a maintenance barcode system.

Effective maintenance management relies on accurate, high-quality maintenance data. Yet, human error often leads to inaccurate information being entered into computerized maintenance management system (CMMS) software, compromising its reliability and usefulness. To combat this, many organizations implement barcode systems that streamline data entry, lookup, and retrieval. This article explores how barcode systems work and how they enhance maintenance operations by improving data accuracy, productivity, and day-to-day efficiency.

What is a Barcode System?

 A barcode system is a combination of hardware and software used to automate data collection through the use of barcodes. This includes:

  • Barcode software which generates and manages barcode data
  • Barcodes which encode alphanumeric data
  • Barcode labels on which barcodes are printed and attached to assets
  • Barcode printers used to print physical barcode labels
  • Barcode scanners which read barcodes
  • Other software which interprets the data

Barcoding systems are used across industries – from retail and logistics to libraries and event management – to streamline data capture and tracking. In maintenance environments, they are useful for MRO inventory management and asset tagging. Many CMMS solutions include built-in barcode functionality to help enter data, track inventory, and maintain accurate records.

How Barcode Systems Work

Barcode systems encode data into a visual pattern (the barcode), that can be quickly scanned and interpreted by a computer system. Here’s how the different components of the system work together:

  1. Barcode Generation: Maintenance teams use barcode software to create unique codes for their assets, spare parts, tools, or other items.
  2. Printing Labels: These barcodes are printed onto durable barcode labels using a barcode printer.
  3. Applying Labels: Labels are attached to equipment, parts, or stocking locations.
  4. Barcode Scanning: Technicians use barcode scanners – or mobile devices – to scan assets and inventory while carrying out maintenance tasks.
  5. Integration with CMMS: Scanned data is used to populate fields, navigate to records, or automatically update information within the CMMS.

Using a barcode system eliminates the need for manual data entry, reduces human error, and improves the accuracy and speed of data entry and retrieval.  Ultimately, this results in faster response times, greater productivity, and more reliable maintenance records.

Understanding Barcode Technology

To get the most value out of a barcode system, it’s important to understand how each component contributes to the overall process. From the type of barcode used to the software that uses encoded data, every piece plays a role in efficient maintenance operations. The following sections explore each component of a barcode system and how they work together.

Barcodes

Close up view of a 1D barcode label, made up of parallel lines.

A barcode is a representation of data in a coded format, usually in the form of parallel lines or a square of strategically spaced pixels. In simple terms, a barcode is a visual “language” that can be read by scanners and software. Barcodes, generated through barcode software, are printed onto labels using specialized printers.

Barcodes represent information that uniquely identifies an asset or inventory item, such as a name or number. The combinations of black and white spaces in a barcode represent alphanumeric characters and follow preset rules depending on their type. When scanned with a laser light from a barcode scanner, the encoded information is translated into readable data.

Types of Barcodes

Understanding the different types of barcodes helps maintenance teams select the best format for labeling assets based on amount of data, available scanning technology, and durability needs. Barcodes fall into two main categories: 1-dimensional (1D) or 2-dimensional (2D).

  • 1D barcodes are comprised of vertical lines and numbers on a single horizontal line, and are used to encode a small string of alphanumeric characters.
  • 2D barcodes are composed using 2-dimensional symbols and shapes. Due to their increased size and dimension, 2D barcodes are used to encode larger amounts of data.
1-dimensional Barcodes
Examples of 1-dimensional barcodes – Code 128, UPC, and Code 39

Examples of 1-dimensional barcodes (left to right): Code 128, UPC, and Code 39

  • Code 39: One of the oldest barcode types; can encode numbers and upper case letter. The encoded value can be any length that fits on the label.
  • Code 128: Encodes the full American Standard Code for Information Exchange (ASCII) 128 character set; compact and automatically optimizes length by switching between character sets.
  • Interleaved 2 of 5: Numeric-only barcode used to encode pairs of digits; therefore, the number of digits must be even.
  • Universal Product Code (UPC): Commonly found on retail products; originally developed for grocery stores to speed up checkout and inventory tracking.
  • European Article Number (EAN): The international equivalent to the UPC, used primarily outside of the United States and Canada.
2-dimensional Barcodes
Examples of 2-dimensional barcodes – QR code and Aztec Code

Examples of 2-dimensional barcodes: QR code (left) and Aztec Code (right).

  • Quick Response (QR) Code: Newest type of barcode; is used to link to web pages, add contacts, scan event tickets, and much more.
  • Aztec Code: Designed to be more compact than a QR code, featuring a bull’s-eye resembling an Aztec pyramid.
  • PDF417: A 2D stacked linear barcode used for driver licenses and other government materials; can be linked to more than one file.
  • Data Matrix: A 2D square that can encode huge amounts of information in one space; used in electronics and healthcare

Barcode Scanners

A barcode scanner is an input device used to scan or read a barcode with a laser or camera. Like a keyboard, barcode scanners connect to a computer and enter encoded barcode data into a software application such as an inventory management system or CMMS. Barcode scanners can be either wired or wireless. CMMS mobile apps also use a device’s camera to scan barcodes.

Wired Barcode Scanners

 A wired barcode scanner laying on cardboard boxes in a warehouse.

Wired barcode scanners are handheld scanners connected to a computer via physical cord, similar to your computer’s mouse, keyboard, monitors, and other plug-in devices. They are commonly used in retail settings to scan barcode labels on larger items that do not fit on the checkout lane belt.

Wired scanners work well in small stockrooms where the cord can reach where needed, or for barcode scanning small items that are easily moved to the scanner area.  Because wired scanners tether an employee to a workstation, they are generally considered less convenient than wireless scanners; however, they often cost less.

Wireless Barcode Scanners

Wireless barcode scanners are the most common types of barcode scanners found in a maintenance environment. They, too, are handheld, but are not attached by a cord. Instead, wireless scanners use radio waves to transmit data via a paired USB receiver or Bluetooth connection.

Wireless scanners are preferred over wired barcode scanners because of the mobility afforded to employees. They are easy to carry and can be used to scan assets or inventory in a wider area, though there are some limitations to their range.

Mobile Computer Scanners

A mobile computer with integrated barcode scanner displayed on top of boxes in a warehouse.

Wireless scanners are also integrated into mobile computers that combine the processing power of an onboard computer with the scanning functionality of wireless scanners. While wired and wireless barcode scanners must be connected to desktop computer (or laptop) in order to function, mobile computer scanners allow users to move freely and perform tasks anywhere. However, special software, docking hardware, and drivers are required for use.

Mobile Devices with Barcode Scanning Support

Close up of a technician’s hands using a smartphone to scan a barcode.

Most modern smart devices have built-in camera functionality that can read barcodes, use a barcode scanning app, or support barcode scanner attachments. This allows maintenance technicians using mobile CMMS software to get the full benefit of barcode scanning while maintaining access to mobile work orders and other maintenance data.

Barcode Printers and Labels

Barcode printers are specialized printers used for printing barcode labels for industrial purposes. There is a wide variety of printer options available, offering different degrees of print volume, mobility, type of printing, and printing technology. In addition, organizations must consider the type and size of barcodes to use, as well as the material used for barcode labels, ensuring they hold up against hot, cold, dusty, or wet environments.

Barcode Software

Barcode software is a specialized computer program used to generate the 1D or 2D barcodes that get printed onto labels and read by scanners. While there are many standalone barcode software options available on the market, many do not offer the MRO inventory management capabilities required for maintenance management.

Fortunately, many CMMS solutions include barcoding functionality, so no dedicated barcode software is required. Organizations that desire to implement a barcode system are responsible for selecting compatible scanners, printers, and labels.

Applications of Barcodes in Maintenance Management

Barcode technology enhances many day-to-day maintenance management activities. The sections below describe common applications of barcodes in maintenance environments.

Asset Tagging and Tracking

A CNC machine with a 2D barcode tag affixed to the exterior that can be scanned using barcode scanning technology.

Asset tags are barcode labels that uniquely identify physical assets and are directly applied to asset exteriors for tracking purposes. In an ideal scenario, asset tags allow maintenance staff to walk up to an asset, scan the barcode, and perform some action using their CMMS. For example, the system might allow users to look up asset details, view maintenance records, or create a work order for the asset.

Asset tags are useful for organizations that have a large number of assets to maintain. Scanning barcodes reduces human error, ensuring technicians access and record accurate maintenance data for the specified asset.

Because asset tags are affixed to the asset, barcode labels must be able to withstand extreme temperatures, moisture, debris, and vibration without being compromised or lost. Incomplete or missing information invalidates the value of the barcodes. Organizations must choose the barcode printer and labeling materials that best suits their needs.

Read more: What is Asset Management in Maintenance Operations?

Tool Tracking

Durable assets like tools are also commonly tracked via barcodes. This is because, unlike equipment assets which are largely stationary (except for vehicles), tools are mobile, shared among staff, and change location often. Barcoded tools allow the maintenance department to monitor exactly which tools are checked out, their current locations, and how many are available in inventory for use.

Tool movement is tracked through a check-in/check-out process using barcodes, similar to borrowing books from a library. When a tool is needed, technicians scan the barcode to check it out, reserving it for use. When the tool is returned, it is scanned back in to its storage location.

Read more: What is MRO Inventory Control?

MRO Inventory Management

1D barcodes applied to shelving and storage bins in an inventory storeroom.

Organizations typically stock hundreds, thousands, and even tens of thousands (or more) of MRO items within a stockroom. The sheer volume of unique inventory items makes it necessary to avoid misidentifying inventory items when completing work orders or replenishing the stockroom.

When applied to stockroom racks, shelves, and bins, barcode labels are useful for identifying the items stored there. This is useful for verifying parts pulled for maintenance work, adjusting part quantities when making kits, and performing physical inventory counts. Stockroom employees save time by scanning barcodes instead of manually typing numbers into the CMMS.

Alternatively, barcodes might exist in a master binder that lists all inventory items along with their corresponding barcodes. When the location of an inventory item is unknown, employees can look up its location in the CMMS by scanning the barcode information into a search field. The system then identifies the exact aisle, rack, shelf, and bin location of the item.

Read more: What is MRO Inventory Management?

Purchasing and Receiving

Barcodes are a useful tool when used with a CMMS’s purchasing and receiving functionality. When new inventory items arrive and need to be received, employees look up purchase orders by scanning a barcode on the physical PO form. From there, employees then update the status and quantities of incoming purchase order items. Having barcodes in place makes this process much faster and easier, especially when several items are received at once.

Organizations that track vendor item numbers are able to scan the barcode labels on incoming items and match them up with inventory records in the CMMS. Then, organizations are able to generate barcode labels that follow the organization’s internal numbering scheme for tracking and stocking purposes.

Barcoded Documents

CMMS software with barcode capability can generate barcoded paper documents, such as purchase orders and work orders. When these records need to be looked up and updated in the CMMS, all users need to do is click into a search field and scan the barcode. This is a huge timesaver when many items are received at once, or when a batch of work orders is ready to be closed.

CMMS Ease of Use

Depending on the CMMS, barcodes can provide shortcuts to valuable information. For example, clicking through multiple screens takes much longer than scanning a barcode. After the system recognizes the asset (or document), it can take the user to the record details or present the user with a list of options for what to do next.

Even if scanning a barcode only reduces user interaction by one click, those clicks add up over time. After all, the less time a technician spends clicking around in the CMMS, the more time he can spend actually performing maintenance work.

Read More: What Makes CMMS Software Easy to Use?

Benefits of Barcoding Technology in Maintenance Management

The applications of barcodes span nearly every major facet of maintenance management. Fortunately, many CMMS software solutions include barcode technology, thereby making it easier to incorporate barcoding into your maintenance process. As this article demonstrates, there are many advantages to barcoding:

  • Reduced Human Error: Barcode scanning allows information to be entered into a CMMS using a scanned code instead of manual entry, thereby preventing mistakes and improving the accuracy of maintenance data.
  • Increased Productivity: Once fully implemented, a barcode system allows maintenance workers to quickly locate information or take additional action using the CMMS. Wireless scanners and mobile barcode scanning allow employees to stay productive.
  • Better Decision-Making: When using accurate data, maintenance organizations are able to make smarter decisions about asset maintenance, inventory purchasing, maintenance schedules, and more. This leads to more efficient operations and lower maintenance costs.
  • Improved Return on Investment (ROI): Over time, organizations will be able to grow into using more advanced features of their CMMS. Combining powerful CMMS software with a barcode system provides additional long-term value to the organization, increasing the CMMS ROI.
  • Increased User Adoption: Employees are more likely to adopt a system that is easy to use. Barcode scanning provides an easy data entry method for employees of all computer skill levels.

Improve Accuracy and Productivity with FTMaintenance Select

Many organizations struggle with tracking assets and inventory, and experience unexpected shrinkage, stockouts, and delays. FTMaintenance Select’s barcode services save you time in identifying your assets and introduce a high level of accuracy into your organization’s everyday data entry. Contact us today to learn more about the FTMaintenance Select barcode system.

FTMaintenance Select v.4.33.0.0 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release of FTMaintenance Select v.4.33.0.0, which incorporates the following:

Features

  • Dashboard
    • Added the ability to view Asset Type, Inventory Group, Maintenance Category, Unit of Measure, Unit Cost, and Total Cost on the Inventory Items List widget.
    • Added the ability to view Locations on the Asset Cost History widget.

Solutions

  • Dashboard
    • Improved the Downtime Breakdown by Asset widget.
    • Improved the Inventory Item List widget.
    • Improved the Inventory Consumption Breakdown widget.
    • Improved the Asset Breakdown by Status widget.
    • Improved the Work Order Labor Hours Breakdown widget.
  • Work Order Management
    • Improved retention of filters on the Closed Work Orders grid.

Asset Naming Conventions: The Complete Guide

High-angle shot of industrial assets in a metalwork factory shop

Compared to other aspects of asset management, organizations often overlook the importance of implementing effective asset naming conventions. Though often viewed as an administrative task, developing a reliable naming system helps standardize asset identification and makes it easier for anyone managing, tracking, or servicing equipment to understand and communicate about your assets.

In this complete guide, you’ll learn how to create a practical asset naming convention that brings clarity and efficiency to your maintenance operations.

What is an Asset Naming Convention?

A magnifying glassenlarging a set of gears.

An asset naming convention is an agreed-upon set of rules for choosing the names and numbers used to identify your assets. As mentioned in our article, What is Asset Management?, identification plays an important role in asset management, helping maintenance teams know exactly what they are responsible for managing. Asset naming conventions are developed to ensure consistent identification and improve communication about specific equipment and machines.

In relation to implementing a computerized maintenance management system (CMMS), asset names are used to uniquely identify asset records within the system, making it easy for users to identify, select, and properly track maintenance against assets.

Clarifying Asset Names vs. Numbers

In a CMMS, every record typically includes both a unique identification number – either system-generated or user-provided – and a descriptive name. Though the term asset naming convention is commonly used to describe both of these components together, they serve different purposes:

  • The asset name is a human-friendly label used by CMMS users to easily recognize the asset.
  • The asset number, or ID, is a unique identifier used by the system to track and manage asset records. It is often codified to provide users with at-a-glance information about the record.

Why Asset Naming Conventions Matter

Can you imagine identifying tens to thousands of assets based solely on a description? Not only would it be exhausting and confusing, it would be highly inefficient. Naming assets makes them easy to identify – but simply assigning names isn’t enough.

The value of following a consistent asset naming convention is that anyone who interacts with your assets – whether now or in the future – can quickly understand what the names represent. By establishing a common “language” about your assets, you can ensure immediate recognition, improve communication across teams, and ensure efficient asset tracking in your CMMS.

You may not realize it, but you are likely already familiar with the concept of naming conventions. Let’s look at a few examples:

Example 1: Corporate Email Addresses

A common way organizations assign employee email addresses is to use a combination of their first and last name. For example, John Doe’s email address may be jdoe@mycompany.com or john.doe@mycompany.com, while James Smith’s would start jsmith or james.smith. This naming scheme is consistent and scalable – Derek Johnson becomes djohnson, Alice Matthews becomes amatthews, and so on.

Because of this pattern, it’s easy to guess Mark Jacob’s email address without need to ask, and there’s no confusion about who was assigned to the address. Of course, there may be exceptions to these rules to accommodate two people who share the same surname or initials, such as James Smith and John Smith. For example, James Smith’s address might be jsmith, while John Smith’s address may incorporate a middle initial (jdsmith) or number (jsmith2).

Example 2: Computer File Naming Conventions

Many organizations use file naming conventions to keep documents organized and easy to find. The University of Wisconsin-Madison’s Research Data Services provides students with clear recommendations for naming files and folders. Their example convention incorporates the following elements for a research file:

  • The name of the lake and buoy from which data is collected
  • A date code using the YYYY-MM-DD date format recommended by ISO 8601
  • The version of the document

Using this system, a file named Mendota_Buoy6_20110711_v2 tells the user that data was collected from Lake Mendota, buoy number 6, on July 11, 2011, and that this is the second revision of the document.

Similarly, Purdue University’s Data Management for Undergraduate Researchers guide suggests that naming conventions include the following elements:

  • A preview of the file’s content
  • A logical way to organize files, such as a date in year-month-day format
  • The responsible party
  • A way to convey the work history

Using this system, the file named 20130503_DOEProject_DesignDocument_Smith_v2-01 is interpreted as version 2.01 of the design document for the DOE Project, created or updated by someone with the last name of “Smith” on May 3, 2013.

Example 3: Phone Numbers

In the United States, phone numbers follow a 10-digit format defined by the North American Numbering Plan (NANP), developed by AT&T. The format is typically represented as NXX-NXX-XXXX, where N represents any digit 2 – 9, and X represents any digit 0 – 9. The structure breaks down as follows:

  • NXX: The Numbering Plan Area (NPA) code, commonly called an area code, which identifies a broad geographic region.
  • NXX: The central office code or prefix, which identifies a more specific location or exchange within the area code.
  • XXXX: The line number that designates the individual phone line or device.

Phone numbers don’t tell you everything about the person or business you are calling, but once you understand the structure, they provide helpful context before you even dial.

Importance of Asset Naming Conventions in Maintenance Management

The examples above demonstrate how a well-structured naming scheme makes it easier to interpret what something is. When applied to maintenance management, naming conventions are used to develop asset identifiers that workers can easily understand – appearing on asset tags, equipment labels, and in maintenance software.

In a CMMS, consistent naming helps users search, filter, and locate records more efficiently. Asset names often include meaningful details such as type, location, or unit number. Those same elements can be codified into asset numbers, making unique identifiers more useful and intuitive. This level of clarity ensures that all maintenance stakeholders – from technicians to operations managers – can consistently identify your assets, thereby improving the accuracy of maintenance tracking. It also simplifies the naming of new records in the system.

Beyond assets, naming conventions can also be applied to other maintenance-related resources. In a CMMS, every record needs to be uniquely identified – from inventory and vendors to tasks and labor resources. By formalizing your naming system, your organization can more easily create, find, and manage organized maintenance records.

Creating an Asset Naming Convention

Production machines in a large print shop, numbered according to an asset naming convention.

Given its importance, designing an asset naming convention should be a strategic and intentional process. Organizations typically undertake this effort when transitioning to a new CMMS, consolidating data from multiple sources, or cleaning up legacy maintenance records. Whether you’re preparing for a data import or laying the groundwork for new assets, a well-designed naming scheme ensures consistency and scalability for years to come.

When developing an asset naming convention, it’s is important to think about how your team will use the information and where the names will appear, most commonly in a CMMS. Most CMMS solutions have some or all of the following fields:

  • ID or Number: A unique identifier used by the system to track the asset (required)
  • Name: A short, user-friendly label for the asset
  • Description: A longer, more detailed summary of the asset

In addition, a CMMS may offer dedicated fields for information like asset classification, location, and other attributes. If so, you may not need to incorporate those details into your names or numbers – unless they are especially important to your users.

As mentioned earlier, the term asset naming convention is a bit misleading. In practice, it often refers to both the name and the unique identifier (or number) used to identify your assets. The following sections offer best practices for writing descriptive asset names and creating structured asset numbers.

Writing Descriptive Asset Names

A technician walking through a maintenance storeroom with spare parts on metal shelves

Asset names provide a human-friendly way to identify assets. Unlike asset numbers or system-generated IDs, descriptive names offer immediate recognition, helping users to understand the assets they work with.

Think of something you have a lot of – like spare parts. It would be nearly impossible to remember or recognize every item based on a number alone. Descriptive names narrow the field and reduce guesswork, especially when assets vary in size, manufacturer, or specification. While asset names may not always uniquely identify every item, they help users narrow down options.

Experts in asset management, such as Total Resource Management, recommend the following naming structures:

  • Noun, Qualifier(s)
  • Noun, Modifier(s), Attribute(s)

This structure describes the asset starting with the broadest category (the noun), followed by more specific descriptors.

  • The Noun is the generic item name that describes what the asset is.
  • The qualifier or modifier further defines the noun by specifying what kind or type the item is – often its functional category or intended use.
  • The attribute adds more precise detail about the item’s appearance or physical traits. Note that in this structure, each word is capitalized and separated by a comma.

Let’s look at an example: Valve, Pressure Relief, Brass.

  • Valve (noun) – what the item is
  • Pressure Relief (qualifier) – its function
  • Brass (attribute) – its material

FTMaintenance Select Product Expert Dave Dulak also recommends incorporating a number when managing multiple units of the same asset. For example, Valve, Pressure Relief, Brass, 001. This makes it easier to identify individual assets if the name is displayed in your CMMS without its formal number.

While descriptive asset names provide an intuitive way to identify assets, they often work hand in hand with asset numbers. A well-designed numbering system can incorporate elements from asset names or represent details in a codified format. The next section provides guidance for creating asset numbers.

Creating Asset Numbers (Unique Identifiers)

A row of identical water pumps with large electric motors that can be efficiently tracked with a proper asset naming convention

Asset numbers, also known as asset IDs, are used to uniquely identify asset records in your CMMS. While many organizations rely on system-generated or sequential numbers, this approach provides little practical value to maintenance staff or other stakeholders.

A well-structured asset numbering system, on the other hand, strengthens asset identification by reinforcing or codifying details from asset names. Together, asset names and numbers form a shared language that ensures clear communication and consistent tracking throughout day-to-day operations. To clarify, despite the term number, asset numbers can be made up of alpha-numeric characters (both letters and numbers).

There are several ways to create meaningful asset numbers, depending on your organization’s needs, existing systems, and users. The following sections present common methods for choosing or designing an asset numbering system tailored to your specific maintenance management needs.

Follow an Existing Internal Numbering Convention

Asset tracking is a shared effort between the maintenance team and other departments within your organization. In addition to the maintenance department, the finance and accounting departments are also responsible for tracking capital assets and their associated costs. These teams also rely on a well-structured numbering system to maintain consistency in financial records.

Start by reviewing how you organization’s accounting team tracks assets, and consider if their system can be applied or adapted for your needs. Even if their numbering format doesn’t fit your workflow, it’s still recommended to track the accounting number or ID in your CMMS. Doing so ensures that both departments have a common reference when referencing the same asset.

Advantages:

  • Easy to Implement or Adopt: Asset names and numbers have already been assigned by an internal resource. You simply need to match them to asset records in your CMMS.
  • Improved Communication: A shared naming system leads to better cross-departmental communication between maintenance, accounting, purchasing, and other teams.

Disadvantages:

  • May Not Meet Maintenance Management Needs: The numbering convention may fall short of your team’s requirements if it was originally developed for accounting or another purpose.
  • Possibility of Future Change: The source numbering convention may change over time, creating a mismatch between your asset records and data in other systems.

Rely on Tried-and-True Numbering Systems

While there may be pressure to develop an original numbering scheme, there’s no need to reinvent the wheel. Many proven naming conventions already exist. For example, your vendors might use a system that’s easy to adopt, or your employees may offer ideas of what worked well in their past roles.

Diagram breaking down each component of the National Stock Number system.

“Supply.NSN” graphic via Wikimedia Commons, released into the public domain by the creator.

One well-vetted, proven asset naming system is the United States Department of Defense’s National Stock Number (NSN) system. Often regarded as the gold standard in asset numbering, the NSN system is used by governments worldwide because it provides a standardized method to name a large number of items – as many as 6 million and counting!

A National Stock Number itself is made up of smaller subgroups, each with its own coding system. First is a 4-digit Federal Supply Classification Group (FSCG) number, comprised of the Federal Supply Group (FSG) and Federal Supply Class (FSC) numbers. Following that is the 9-digit National Item Identification Number (NIIN). The first two digits are the National Codification Bureau (NCB) numbers – effectively a “country code” that represents the nation assigning the item number. For example, the United States use “00” or “01”, while Canada uses “20” or “21”. The remaining 7 digits are unique, sequentially assigned numbers.

Of course, even widely used naming systems aren’t one-size-fits-all solutions. Basing your asset naming convention on a tried-and-true system doesn’t mean that you can’t make changes. Feel free to take the elements that work best and modify them to suit your organization’s needs. Visit the Defense Acquisition University (DAU) website for more information about the NSN.

Advantages:

  • Trustworthy: The NSN system has been used by many organizations with great success, giving you the confidence that your asset naming convention will also be successful.
  • Easy to Use: Established naming systems provide clear templates that simplify naming convention creation.
  • Best Practices: Tried-and-true naming conventions are regarded as best practice, which may not necessarily be true with internal or custom naming systems.

Disadvantages:

  • Complexity: Some naming conventions involve multiple coding layers, making it tedious to follow or apply.
  • Too Large of a Scope: Systems like the NSN are designed to track millions of assets and might be too detailed for smaller organizations that could benefit from a simpler naming strategy.

Use a Custom Asset Numbering Convention

While it’s often convenient to adapt an existing numbering convention, these systems don’t always align with your workflows, terminology, or user needs. In such situations, creating your own asset numbering system gives you flexibility to make identifiers more meaningful for your team.

The complexity of your custom numbering system may depend on the structure of your CMMS. If your software lacks dedicated fields for information like location or category, you may need to encode those details into the asset number. On the other hand, if your CMMS includes robust data fields to store these details, your asset numbers can be simpler, since the system already captures that information elsewhere.

Advantages

  • Flexibility: Since you are not locked into pre-defined rules, you can incorporate the information and formatting of your choice.
  • Meets Your Specific Requirements: Custom naming conventions are made by the people who understand your assets and workflows best, allowing you to address the exact needs of your organization or industry.

Disadvantages

  • Time to Develop: Designing a custom naming convention requires thoughtful planning. You’ll need to define consistent rules that work for your current assets while anticipating future use cases and edge scenarios.
  • Longevity: A rigid or poorly-design system may become outdated or difficult to maintain. Overtime, inconsistencies may require cleanup and possible restructuring.
Custom Asset Numbering Examples

The following examples illustrate how the level of detail in asset numbers varies depending on the capabilities of your CMMS. Each approach has its pros and cons and should align with your system’s functionality and the complexity of your asset portfolio.

Example 1: Simplified Numbering with Dedicated CMMS Fields

An organization’s CMMS has dedicated input fields to store information such as asset category, location, manufacturer, and other details. The maintenance team opts for a simplified numbering scheme since the CMMS allows users to search, sort, and filter on any input field, so details like category or location do not need to be codified in the number. For this organization, the numbering convention might be AAA-###, where:

  • AAA: A three-character abbreviation that identifies the type of asset
  • Hyphen (-): A visual separator between encoded data
  • ###: A unique identifier that distinguishes the asset from others

Following this format, CNC-001 represents one of the CNC turning centers. A second CNC machine would be CNC-002, and so on. The CMMS displays other information related to the CNC, helping users choose the specific asset in selection screens. This approach works well for organizations with a manageable number of assets, but may not scale as easily in large enterprises.

Example 2: Embedding More Detail into Asset Numbers

An organization’s CMMS has limited fields for tracking asset data. The maintenance team compensates for this by embedding location data into asset numbers. For this organization, the numbering convention might be AA-BB-CCC-###, where:

  • AA: The state postal code abbreviation.
  • BB: The building number where the asset is located
  • CCC: A three-character abbreviation that identifies the type of asset
  • ###: A unique identifier that distinguishes the asset from others
  • Hyphens (-): Visual separators between encoded data

Following this format, WI-B2-CNC-003 represents one of 3 (or more) CNC turning centers located in building 2 at the Wisconsin location. While this approach helps identify assets at a glance, it is problematic for assets that change locations frequently.

Asset Naming Best Practices

Asset naming conventions do not need to be complex to be effective. The primary goal is to create a standardized system that helps your maintenance team – and others in the organization – quickly recognize assets and equipment. Follow these best practices to create names that are logical, scalable, and informative.

Be Logical

Asset names should make sense to the people using them. For example, a boiler should not be encoded as “XYZ”; instead, use familiar, instinctive abbreviations such as “BOIL” or “BLR”.

Be Consistent

Use consistent formatting and abbreviations across all assets. For example, if you abbreviate “chiller” as “CHLR”, use that abbreviation for all chillers. Similarly, use the same number formatting for all numbers. For example, use “CHLR-001”, and not “CHLR-1” or “CHLR-01”.

Be Unique

While asset names may be repeated, CMMS systems require uniqueness in numbering. Ensure each asset number is distinct from one another.

Avoid Duplicated Data

Unless it is critically important, only include information in the asset name or number that isn’t already captured in a dedicated CMMS field. Many systems provide a description field, allowing you to enter comprehensive data about your assets. These fields can be searched to locate specific assets.

Leave Room for Growth

Create naming structures that will accommodate new asset records. For example, skip numeric values (e.g., use 100, 200, 300, and so on) to leave room for sub-categories or new additions.

Prioritize the Use of Letters

Prioritize using letters over numbers, as they are easier for humans to interpret and understand. For example, use logical abbreviations: PMP for pump, AHU for air handling unit, etc.

Use a “Drill Down” Approach

Employ a hierarchical structure that starts broad and becomes more specific, allowing users to “drill down” to relevant details. This mirrors the way people naturally search for information and speeds up locating records.

Limit Name Length

Keep names concise, keeping in mind any character limitations imposed by the CMMS. Names should only include the information that’s necessary to convey to users.

Use Standard Separators

Choose a consistent separator – such as commas, hyphens, or underscores – to make names easier to search visually.

Avoid Special Characters

Avoid or limit the use of special characters (e.g., &, /, *), as they may be unsupported and can cause issues in sorting or searches.

Improve Your Asset Management Practices with FTMaintenance Select

Whether cleaning up existing maintenance data or moving to a new CMMS, analyzing your asset naming convention can reveal hidden issues in how your assets are identified. A standardized naming system increases recognition speed, improves communication, and strengthens your asset management operations.

FTMaintenance Select supports your asset management practices by providing a centralized platform to organize and track assets and equipment. By storing all asset data in a single system, it enables more accurate management of your assets, their relationships, and their maintenance needs. With powerful search, sort, and filter options, your team can better visualize your assets and quickly locate critical asset information. Request a demo of FTMaintenance Select today to see how it can elevate your asset management strategy.