Author: Ethan Wilke

How to Plan and Track Your Maintenance Budget with a CMMS

 

Paper spreadsheet, tablet, and graphs representing maintenance budgeting and financial analysis

Budgeting is a critical management activity that ensures organizations have the resources needed to do business. Unlike other departments whose expenses are fairly predictable, the variability of maintenance needs make it difficult to determine how much to budget for maintenance – that is, without the right system in place. Computerized maintenance management system (CMMS) software not only tracks maintenance activities, but maintenance expenses as well.

How a CMMS Improves Maintenance Budgeting

Listed below are multiple ways in which a CMMS helps you improve maintenance budgeting.

Tracking Historical Corrective Maintenance (CM) Part Costs

The unplanned nature of asset failure makes corrective maintenance (CM) part costs difficult to predict from year to year. Tracking corrective maintenance in a CMMS provides you with a basis of historical data from which to estimate future part costs.

Maintenance organizations incur part costs whenever repair parts are not in stock and must be purchased, or when replenishing stocked parts. However, it is not necessarily appropriate to “add a little” to the previous year’s budget, as many organizations do. Critical failures with especially large part expenses should be evaluated on a case by case basis to determine the root cause of the failure, whether the failure can be prevented or mitigated, and the likelihood of recurrence.

Further reading: Failure Codes: Standardizing Asset Failure Documentation with a CMMS (Part 1 of 3)

Analyzing corrective maintenance work order history in a CMMS provides context to why part costs were high or low in a given timeframe. If enough historical data is available, you may average multiple years-worth of data in order to come up with a baseline CM part cost estimate. Then, adjust the maintenance budget accordingly.

Forecasting Preventive Maintenance (PM) Costs

Costs related to preventive maintenance (PM) are easier to predict because they are planned. CMMS software stores cost data related to what tasks need to be done, what parts are required, and who will perform the work. Scheduling maintenance activities in a CMMS, whether based on runtime or date-based frequencies, helps organizations forecast the costs of future planned maintenance. Some CMMS solutions also track contracted preventive maintenance services like HVAC maintenance.

CMMS software can also be used to anticipate future preventive maintenance demands. For example, if your organization plans to purchase and install new assets, you can set up PM schedules ahead of time and factor their costs into the maintenance budget. Additionally, maintenance management reports can identify assets that are under or over maintained and adjust the preventive maintenance budget forecast accordingly.

Evaluating Staffing Levels

The number of employees needed to carry out high-quality maintenance depends on the workload. CMMS software provides insights into your maintenance history, including the amount of corrective maintenance vs. preventive maintenance, the amount of labor hours spent on maintenance, whether work is being completed on time, and the size of the work order backlog. You can then use this data to justify staffing levels.

Changes to the maintenance strategy may also prompt a need for additional staff. If your organization seeks to improve asset reliability, preventive maintenance work may need to increase, possibly requiring additional staff. Organizations getting started with failure analysis, such as Root Cause Analysis (RCA), need to dedicate resources to investigating asset failures.

Justifying Asset Replacement

Maintenance teams use many assets to execute maintenance work including vehicles, dedicated tools, or specialized equipment. At some point, these assets reach a point where they become too costly to repair. Tracking maintenance assets in a CMMS enables you to compare the cost of repair versus replacement.

Tracking the Maintenance Budget

CMMS software not only provides that data from which to build a maintenance budget, it also helps you track your performance against budget goals throughout the year. As you complete work orders, maintenance costs are automatically attributed to cost centers, ensuring that costs are attributed to the correct budget account.

Depending on the system, you can set budget goals by month, fiscal year, or other accounting period. Maintenance reports, dashboards, and data views help you visualize how closely you are meeting your budget goals and allow you to adjust accordingly.

Track Maintenance Expenses with FTMaintenance Select

FTMaintenance Select provides a single platform for tracking maintenance activities and costs, allowing you to make better decisions about your maintenance budget and resources. Request a demo today to learn more.

5 Labor KPIs for Measuring Maintenance Team Performance

Maintenance worker checking pressure of a pipe and being tracked by productivity KPIs

Key Takeaways

  • Tracking productivity helps keep employees accountable for their performance
  • There are many common key performance indicators (KPIs) that can be used to track maintenance labor performance
  • Understand how to interpret KPI results and how they might align with business goals

Labor performance tracking keeps employees accountable for completing assigned maintenance work in an efficient way. Organizations must have methods to measure the productivity and efficiency of their staff. This article discusses several labor performance metrics that you can use to track your maintenance team’s performance.

This article is part of a maintenance management metrics KPIs series. Read our other KPI articles:

Maintenance Employee Performance KPI Examples

Every maintenance team is comprised of a unique set of individuals, with varying levels of experience and skill. The employee performance metrics you track depends on the business goals of your organization.

The following productivity metrics represent common key performance indicators (KPIs) tracked by maintenance departments. Note that many of these KPIs rely on the availability of accurate time tracking data, such as that stored in a computerized maintenance management system (CMMS).

Average Service Request Response Time

Average Service Request Response Time formula

Average Service Request Response Time is the average amount of time it takes to respond to work requested via a service request. This metric measures how quickly the maintenance team responds to service requests, starting when the request is submitted up until work towards solving the issue begins.

To calculate the average service request response time, take the sum of the response time—the total elapsed time between service request submission times and their related work order start times and divide it by the number of service requests submitted in the reporting timeframe.

Keep in mind what unit of time is used for the response time. Converting the output of this calculation from hours to minutes or minutes to hours requires an additional step. Convert values in hours to minutes by multiplying by 60; divide values in minutes by 60 to express in hours.

How to Interpret Average Service Request Response Time

A low (short) response time means the maintenance team responds to requests quickly. However, shorter response times should be viewed in context of the types of repairs requested. Employees are more likely to contact maintenance personnel directly for urgent issues, rather than submitting service requests.

A high (long) service request response time can mean there is a backlog of requests that are getting pushed to the backburner. However, a backlog may not be unusual because requests have to be balanced with other important maintenance work. Long response times may also indicate that requests are submitted with incomplete information. Work request management software, like a CMMS, standardizes the information required to submit requests.

Note that multiple factors come into play when analyzing average service request response time. Some organizations immediately turn all service requests into work orders. Others assign personnel to review incoming requests and prioritize them accordingly. At times, more information must be gathered before work can begin.

These factors greatly impact how quickly the maintenance team responds, thereby affecting the average response time. When analyzing response time, you may wish to select a subset of service requests that are similar in priority or complexity.

Average Task Completion Time

Average Task Completion Time formula

Average Task Completion Time measures the average amount of time it takes to complete a maintenance task. It estimates how long it takes to complete a specific maintenance and is used by maintenance managers to improve resource planning and maintenance scheduling.

To calculate the average task completion time, divide the total time required to complete the task by the number of times the task was performed during the reporting timeframe.

How to Interpret Average Task Completion Time

The average task completion time primarily applies to planned maintenance activities, where a baseline completion time is known. Owner’s manuals typically include these time estimates. Therefore, a good starting point is to compare your measured task completion time to the values provided by the asset’s manufacturer.

High or rising average task completion times mean tasks take longer to complete than expected. A logical next step is to compare task completion times between employees to determine whether the issue lies with a particular person or team. It could be possible that task instructions are not clear and misunderstood, or that additional training is needed.

Average task completion times that are close to the benchmark value provided in maintenance documentation are ideal. It means technicians are skilled and informed enough to complete maintenance work in a timely manner. Still, expect some variance in completion time, within reason.

Low or falling task completion times mean that tasks are completed quickly. Though preventive maintenance work tends to be less complex and, therefore takes less time, it is normal to scrutinize suspiciously low values. It may be an indication that technicians are rushing through work, skipping steps, cutting corners, or underreporting their work time in an attempt to look more productive.

Work Order Activity

Work order activity KPI formula

 

Work Order Activity tracks how many work orders are completed compared to past performance. This metric helps determines the maintenance team’s productivity.

To calculate work order activity, divide the number of work orders completed within a given time period by the number of completed work orders within an equal previous time period, and then multiply by 100 to express the value as a percentage.

How to Interpret Work Order Activity

The Work Order Activity metric compares performance between two time periods:

  • If the result that is greater than 100%, more work orders were completed in the most recent period.
  • If the result is or is close to 100%,  performance was consistent between the two reporting periods.
  • If the result is less than 100%, fewer work orders were completed compared to the previous period.

Tracking this KPI over time allows you to analyze trends. Consistently increase values indicate higher, more efficient performance, while consistently decreasing values indicate that performance may be declining. However, employees are not always at fault for decreasing values.

The Work Order Activity metric does not account expose the reasons why productivity increased or decreased, however. For example, imagine that in the previous reporting period the maintenance team completed a large number of low priority inspections, part replacements, and work requests. This period, a high priority, relatively complex annual preventive maintenance job was completed over multiple days. In this scenario, work order performance may appear low, even though the annual work order held greater importance to the organizations.

Other possible causes of decreasing performance include:

  • Understaffed maintenance teams
  • Stockout occurrences that delay maintenance work
  • Lack of equipment availability to maintenance
  • The need to complete unexpected or higher priority maintenance work

The reporting period may also be to blame. The shorter the reporting timeframe, the more variability there will be in the result. For instance, comparing values week-to-week will show greater fluctuations than when comparing month-to-month, quarter-to-quarter, or year-to-year. Longer time frames account for more natural variance in maintenance needs, and give a more accurate picture of work order activity.

Wrench Time

Wrench Time formula

Wrench Time measures the percentage of time a maintenance technician spends manually performing maintenance work. It does not include time spent traveling to the asset, retrieving inventory parts from the stock room, reviewing maintenance history, and other tasks that don’t involve physically repairing an asset.

To calculate wrench time, divide wrench hours by total working hours, then multiply by 100 to find the value as a percentage.

Be aware that tracking true wrench hours requires granular, consistent, and accurate time tracking. We also recognize that there are many methods of measuring wrench hours, each with varying amounts of accuracy. Therefore, wrench time remains a controversial metric in the maintenance industry. The decision whether to use wrench time as a KPI is up to your organization.

How to Interpret Wrench Time

Wrench time can be tricky to interpret, even deceiving. Remember that the time physically performing work represents a small portion of someone’s day. To add a bit of context, experts estimate that world class wrench time is 55%. In reality, the average wrench time for most organizations is between 25%-35%. For the purposes of this discussion, high or low wrench time means that wrench times are outside of this range.

Low wrench time means that technicians are spending too much time doing something besides performing maintenance. However, low wrench time does not necessarily mean that time is being wasted. As mentioned earlier, retrieving items from a stockroom or troubleshooting a breakdown is within the scope of a technician’s work but doesn’t involve physically repairing an asset. Other causes of low wrench time include:

  • Technicians not performing up to their true potential
  • Poor maintenance planning and scheduling
  • Asset not being available for planned maintenance
  • Unexpected emergency maintenance events
  • Waiting for parts and tools
  • Inaccurate time tracking

If a technician’s wrench time is consistently low, review the jobs that have the lowest scores and try to identify the underlying problems.

High wrench time is generally positive. However, wrench time that seems too good to be true can be cause for concern as well. Depending on how wrench hours are recorded, numbers can easily be inflated so as to make an employee appear more productive than they actually are.

Mean Time to Repair (MTTR)

Mean Time to Repair formula

Mean Time to Repair (MTTR) is the average time it takes to repair an asset. Unlike wrench time, MTTR accounts for the total time a technician is actively working on solving the issue, including travel time to the asset, troubleshooting, performing the repair, and testing the solution. Though MTTR is typically used as an asset management KPI, it is impacted by the efficiency and effectiveness of labor resources.

To calculate MTTR, divide the sum of repair time (usually in hours) by the number of repairs in the reporting timeframe. Note that MTTR is calculated per asset or asset class.

How to Interpret Mean Time to Repair

Interpreting MTTR can be tricky because the number will rise and fall based on the types of repairs that were done during the time period. Therefore, it is best practice to calculate MTTR by the type of repair performed on an asset or asset class.

An MTTR value that trends higher over time means that assets are taking longer to repair. One possible cause for this trend is labor performance. Start by identifying who performs repairs on the asset and, using other maintenance productivity KPIs, determine if the cause is employee related. For example, a particular technician may not have the correct skills for making the repair.

It is important to look at low MTTR in context with other information about your assets and maintenance process. For example, aging assets are more difficult to repair than new ones. Unavailable parts cause long delays in maintenance work. Previously neglected preventive maintenance work leads to more critical, complex, and lengthy repairs.

MTTR values that trend lower over time mean that your maintenance process is optimized for speedy repairs. In terms of labor, low MTTR means that technicians are quick to respond to maintenance issues, well-trained, able to troubleshoot efficiently, and are not wasting time.

Track Employee Productivity and Maintenance Performance with FTMaintenance Select

FTMaintenance Select is a powerful CMMS platform that empowers your team to stay productive by providing them with access to critical asset and maintenance information. Maintenance reports provide insight into your day-to-day maintenance operations and allow you to keep technicians accountable for how their time is spent. Request a demo today to learn more.

FTMaintenance Select v.2.6.0.2 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v.2.6.0.2, which incorporates the following:

Features

  • Asset Management
    • Look up assets by serial number on work orders.
    • Update an asset’s status using a web browser on a smart phone or tablet.
  • Notifications
    • Notify users of purchasing events via email.
  • Permissions
    • Assign permissions to users and user groups.
  • Reporting
    • Generate a report that displays inventory items whose quantity on hand is at or below the inventory item’s set reorder point.
  • Service Request Management
    • Assign service requests to an administrator for review.
    • Configure visible and required service request record fields.
  • Work Order Management
    • Configure visible and required work order record fields.
  • Work Order Scheduling
    • Automatically set the work order due date on calendar-based preventive maintenance work orders.

Solutions

  • Asset Management
    • Minor defect fixes and improvements to Asset and Location functionality.
  • Inventory Management
    • Minor defect fixes and improvements to Inventory functionality.
  • Purchasing
    • Minor defect fixes and improvements to Purchasing functionality.
  • Reporting
    • Minor defect fixes and improvements to Reports functionality.
  • Service Request Management
    • Minor defect fixes and improvements to Service Request functionality.
  • User Management
    • Minor defect fixes and improvements to User functionality.
  • Work Order Management
    • Minor defect fixes and improvements to Work Order functionality.

FTMaintenance Select v.2.5.0.2 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v.2.5.0.2, which incorporates the following:

Features

  • Asset Management
    • Access asset management functionality from a mobile web browser, including the ability to view asset details, log meter readings, and create service requests.
    • Identify the owner of an asset.
  • Inventory Management
    • Browse inventory items by storage location within a specific inventory.
    • Track an inventory item’s reorder point to easily identify when stock of an inventory item needs to be replenished.
  • Reporting
    • Generate a report that displays the response time to service requests and work orders.
    • Generate a report that displays the turnaround time of service requests and work orders.
  • Work Order Management
    • Improved usability of preventive maintenance work order scheduling functionality.

Solutions

  • Asset Management
    • Minor defect fixes and improvements to Asset functionality.
  • Inventory Management
    • Minor defect fixes and improvements to Inventory functionality.
  • Notifications
    • Minor defect fixes and improvements to Notification functionality.
  • Purchasing
    • Minor defect fixes and improvements to Purchasing functionality.
  • Service Request Management
    • Corrected an issue that prevented requesters from selecting an Asset on the Service Request.
    • Minor defect fixes and improvements to Service Request functionality.
  • Work Order Management
    • Minor defect fixes and improvements to Work Order functionality.
  • Work Order Scheduling
    • Minor defect fixes and improvements to Work Order Scheduling functionality.

Remedy Codes: Recording Failure Resolutions in a CMMS (Part 3 of 3)

Young male technician repairing a printing machine, which will later by documented by a CMMS remedy code.

This article is part of a series of articles on the topic of equipment failure tracking. Read our other articles on this topic:

What are Remedy Codes?

The first two articles in this series, focusing on failure codes and cause codes, established the following:

  • Failure codes are used to track a problem or type of failure.
  • Cause codes are used to track the reason why a failure occurred.

Together, these codes help tell the story of what failure occurred and why it happened. A third piece of information that is of interest to the maintenance team is how to fix the problem. That’s where remedy codes come in.

A remedy code, sometimes called an action code, is a value used to uniquely identify a type of maintenance action taken in response to a failure, and is often found in a computerized maintenance management system (CMMS). Like failure codes and cause codes, remedy codes are a combination of an alphanumeric code and a description. Remedy codes represent the action a maintenance technician took to correct the issue identified by the failure and cause codes.

Where are Remedy Codes Used?

Remedy codes are used in CMMS software on work orders to identify what type of work was performed to return an asset to working order. Over the course of a repair, technicians may take multiple actions to repair an asset that has failed, some of which may not solve the problem. Technicians test their handiwork to ensure that the asset’s condition has returned to normal. Only then can technicians apply remedy codes – after they implement an acceptable fix and work is considered complete.

Why Use Remedy Codes?

There are many reasons organizations use CMMS remedy codes. Note that, while remedy codes can be useful for any organization, they are most commonly used in organizations or industries that have rigorous failure tracking requirements, such as oil and gas.

Improved Repair Time

The details of maintenance work are contained in many places on a work order or in a CMMS. When it comes time to perform maintenance, technicians must sift through many historical work order records to find previous solutions.

Remedy codes sharpen troubleshooting and issue resolution skills by providing technicians with a well-defined list of maintenance tasks that solved the problem in the past. Ultimately, this allows technicians to return assets to service more quickly. Over time, technicians will become better at thinking about which remedies are most appropriate for a given failure cause.

Implementation of a Proactive Maintenance Strategy

Tracking asset failures through failure codes, cause codes, and remedy codes sets the stage for implementing proactive maintenance strategies, such as reliability-centered maintenance (RCM). Upon completion of corrective maintenance work, the failure, its cause, and its solution are known. This allows maintenance management to plan for future occurrences of the failure and schedule maintenance tasks to prevent them.

Further Reading: How to Implement a Proactive Maintenance Strategy

Labor Resource Productivity Tracking

Remedy codes can be used as a way to estimate and track how long it takes technicians to perform maintenance tasks. As each remedy becomes known, maintenance managers can assign labor time estimates to each maintenance task, improving maintenance planning.

Remedy codes with associated time estimates also help maintenance managers track labor performance. For example, a CMMS report that compares the estimated labor time to actual labor time spent on a remedy may reveal who performs tasks well and who might need additional training.

Identification of Training Needs

Maintenance managers are responsible for making sure their team has the correct skills required to perform maintenance work. Tracking maintenance work through remedy codes helps identify what types of tasks are performed most often and helps prioritize training, especially for new hires.

As mentioned previously, CMMS reports filtered by remedy code can also reveal underperforming employees who might require refresher training. At the same time, reports may reveal high performers who can help train others on certain tasks or repairs on specific assets.

CMMS Remedy Code Construction

The information needed to create meaningful remedy codes comes from team experience and asset maintenance history. As technicians document their work in the CMMS over time, maintenance managers can identify trends in the types of tasks being performed – and how long they take.

Remedy Code Design

Like failure codes and cause codes, remedy codes are typically unique to each organization and their assets. Because remedy codes are used for rigorous asset failure tracking, they are more comprehensive and asset-specific. Even though the maintenance task may be the same, it will take a different amount of time to complete depending on the asset, easy of performing maintenance, etc.

Remedy Code List Example

Below is an example of a remedy code list for a CNC machine. Note that this list is not exhaustive of all maintenance actions.

Remedy Code Remedy Code Description
BLOCK-NOZZ Remove blockage from coolant nozzle
CHIP Empty chip box
CLEAN-CHK Clean chuck
CLEAN-CF Clean cooling fan
CHECK-HO Check flow of hydraulic oil
CHECK-COOL Check flow of coolant; fill coolant tank
PRES-HU Check pressure of hydraulic unit
REPLACE-FLT Replace filter
REPLACE-MTR-BRNG Replace motor bearing

CMMS Remedy Code Best Practices

The goal of developing remedy codes is for CMMS users to be able to track maintenance actions in response to failures. Keep the following best practices in mind when constructing remedy codes:

  • Make Remedy Codes Clear and Specific: As discussed, remedy codes will differ by asset. However, the list of remedy codes for a given asset should be easy to understand and memorize. Codes and their meanings should not overlap with one another – each should be tied to a specific maintenance action.
  • Include a Catch-All Remedy Code: When getting started with remedy codes, all possible failure remedies will not be known – they will be discovered over time. Therefore, it is acceptable to use a catch-all “other” code that can be later analyzed and broken down to generate additional remedy codes.
  • Hold Team Accountable for Use: Rigorous maintenance tracking requires that maintenance teams use remedy codes consistently. A CMMS makes maintenance documentation more transparent, providing a shared reference point for holding employees accountable for entering required data.
  • Review and Update the Remedy Code List: Because failures and their causes are unpredictable, it is unlikely that the original remedy code list will be inclusive of all maintenance tasks. The need for additional remedy codes will arise as technicians perform maintenance work and more asset data is collected. Periodically review work orders and consult with your team to expand the remedy code library.

Document and Track Asset Maintenance with FTMaintenance Select

Remedy codes make it easy for maintenance workers to identify corrective maintenance actions. When failures occur, technicians are able to drill in to historical CMMS data to quickly find solutions and return assets back to service faster. FTMaintenance Select is a centralized platform that provides maintenance organizations with a single source for documenting and tracking asset maintenance. Request a demo today to learn more about FTMaintenance Select.

Cause Codes: Tracking the Reason Behind Equipment Failures using a CMMS (Part 2 of 3)

Young male technician testing a printing machine to determine the cause of failure, to be documented by a CMMS cause code.

This article is part of a series of articles on the topic of equipment failure tracking. Read our other articles on this topic:

What are Cause Codes?

The first article of this series, What is a Failure Code?, establishes that failures codes are a way to document the state of a failed asset, as determined by an observer. Because they only capture the problem with an asset, failure codes alone do not paint the whole picture of a failure event. Cause codes help to fill in this missing information.

A cause code, sometimes called a reason code, is a value used to uniquely identify a type of failure cause and is often found in a computerized maintenance management system (CMMS) or other asset management system. Like failure codes, cause codes are a combination of an alphanumeric code and a description. Cause codes are used to record the underlying reason for the problem identified by the failure code.

Where are Cause Codes Used?

Cause codes are used in maintenance management software along with failure codes for asset failure tracking. They are applied to work orders to identify why a problem occurred. In most cases, technicians cannot identify the reason for asset failure without investigating the issue and testing solutions to see if a repair corrected the issue. Therefore, cause codes are commonly entered after work has been completed, though they are sometimes entered during troubleshooting.

Why Use Cause Codes?

There are many reasons organizations use CMMS cause codes.

Improved Maintenance Effectiveness

A description of a failure is often too simplistic to be useful. Without understanding the root cause of an asset failure, technicians are only treating the symptoms of failure and not preventing it from occurring in the future. Cause tracking provides a starting point for failure analysis and the creation of maintenance tasks that reduce the likelihood of failure.

Improved Downtime Tracking

Rather than simply documenting that downtime occurred without explanation, cause codes connect downtime events with a reason for failure. As this information is gathered over time, organizations can drill into the data to identify patterns in downtime and develop plans to reduce it. Recurring issues may warrant more frequent preventive maintenance or identify additional training needs for certain maintenance tasks. Without identifying the true cause of the downtime, it is likely to happen again.

Improved Troubleshooting

When troubleshooting, a technician may first use a CMMS to find historical work orders whose failure code matches what they have observed or what has been reported. Next, the technician may look at the paired cause code to understand what has caused the failure in the past. This failure code-cause code pair provides better direction for troubleshooting, allowing technicians to start investigating the most likely causes first.

Additionally, the use of cause codes refocuses the efforts of the maintenance team to investigate reasons for failure. Otherwise, technicians might simply make repairs and move on, thereby increasing the likelihood the failure will reoccur.

Implementation of Asset Lifecycle Management Practices

Both basic and advanced methods of asset life cycle management rely on collecting information about failures and their causes in order to reduce downtime, extend asset life, and optimize lifetime asset maintenance expenses. As asset lifecycle management strategies become more advanced, cause tracking becomes more important.

For example, to reduce downtime, organizations perform root cause analysis (RCA) to help maintenance staffs backtrack through the steps leading up to failure in order to understand the conditions that prompted it. Building off RCA, failure modes and effects analysis (FMEA) identifies an asset’s failure modes and their associated risks in order to extend asset life. Going a step further, organizations that practice reliability-centered maintenance (RCM) develop maintenance plans to prevent failures, based on their cause, in the most cost effective manner.

CMMS Cause Code Construction

The information required to construct cause codes comes from high-level maintenance employees and tradesmen, maintenance history, and practical experience with an asset. Employees who have expertise in electrical, mechanical, and pneumatic systems have an in-depth understanding of probable issues that can occur. Maintenance history, stored in a CMMS, provides a database of failure and repair data from which to generate cause codes. In some organizations, the maintenance and engineering teams work together to devise the cause code library.

Cause Code Design

Like failure codes, cause codes are typically unique to each organization. First-time users may favor broad, high-level cause codes that represent the general system causing issues. Not only are broader cause codes easier to construct, but they make it easier to start process improvement as well.

Granular, asset-specific cause codes are better suited for experienced maintenance teams who operate under an established cause tracking system. If making cause codes too specific, maintenance managers may also have trouble identifying cause trends. Also, inexperienced technicians are likely to erroneously assign failure causes and compromise failure data. However, if the CMMS supports it, specific cause codes might be nested under more general cause codes, providing both novice and veteran workers with the ability to document causes.

Regardless of which approach is taken, it is important to keep in mind that tracking causes is not an ending point – it is a starting point for deeper failure analysis. Therefore, the simplicity or complexity of the cause code library should match the organization’s requirements.

Cause Code List Example

Below is an example of a generic cause code list. Note that this list is not exhaustive of all causes of equipment failures.

Cause Code Cause Code Description
AF Pneumatic failure
EF Electrical failure
HF Hydraulic failure
MF Mechanical failure
PM Inconsistent preventive maintenance
SF Start-up failure

CMMS Cause Code Best Practices

The goal of developing cause codes is for CMMS users to be able to track why asset failures occurred on work orders. Keep the following best practices in mind when constructing cause codes:

  • Consider Team Experience: Technicians experienced in a particular trade or craft will be able to more easily identify the probable cause of an asset failure. Making cause codes too complex will result in less-experienced technicians picking the wrong codes. Start with a simple cause code library – the list can become more granular as the team grows into the use of the system.
  • Keep the Cause Code List Size Manageable: There is a delicate balance between too many and too few cause codes. List size will partially depend on team experience. However, also consider the ease of analyzing the data. Starting with broad cause codes allows organizations to dig deeper into issues. Starting with too many cause codes that are too specific can make it difficult to “see the forest through the trees” and understand the larger issues at hand.
  • Make Cause Codes Foolproof: Cause codes should be constructed in such a way that they are easy to memorize, hard to misunderstand, not easily confused with one another, and have specific meanings that do not overlap with one another. Doing so will maximize the value of failure cause tracking while limiting mistakes or faulty data.
  • Hold Team Accountable for Use: Cause codes will only be effective if used consistently and correctly. A CMMS allows you to verify that cause codes are used properly, and becomes a reference point for identifying and correcting mistakes.
  • Review and Update the Cause Code List: Cause code lists are not set in stone. During analysis, it is possible that causes are being miscategorized or that additional cause codes are needed. Periodically review the cause code library and update when appropriate.

Conclusion

Cause tracking makes maintenance more effective by tracking the reasons why assets fail. Based on the root causes of failure, organizations can implement highly targeted maintenance tasks that treat causes, not symptoms. FTMaintenance Select is a CMMS that allows you to easily plan, schedule, and document maintenance activities on critical equipment and facility assets. Request a demo today to learn more about FTMaintenance Select.

FTMaintenance Select v.2.2.0.1 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v.2.2.0.1, which incorporates the following:

Features

  • Purchasing
    • Generate and manage purchase orders.
    • Attach files, including Microsoft Excel files, to Purchase Orders.
  • Asset Management
    • Retrieve asset details in a mobile-optimized view.

Solutions

  • Asset Management
    • Corrected an issue that prevented Vendor records from being associated with Asset records during record creation and updates.
  • Inventory Management
    • Corrected an issue that prevented an Inventory Item record from being updated without viewing the Stockrooms and Storage Locations
    • Corrected an issue that prevented Inventory Item records from being created if an associated Stockroom record was updated during creation.
  • Notifications
    • Corrected an issue that prevented certain Notification Templates from properly replacing Tags with valid data.
    • Corrected an issue that caused the Username tag to display placeholder data for certain Notifications.
  • Work Order Management
    • Corrected an issue that prevented a closed Work Order from being reactivated.

FTMaintenance Select v.2.0.5.10 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.5.10, which incorporates the following:

Features

  • Service Request Management
    • Submit Service Requests using a simplified request form and workflow via the service request portal.
  • Work Order Management
    • Automatically enter Work Order closure time and date.

Solutions

  • Asset Management
    • Corrected an issue that caused email address and phone number data to be lost after saving a Vendor.
    • Corrected an issue that prevented an Equipment record from being edited if the Equipment Number field contained certain special characters.
    • Corrected an issue that prevented a Manufacturer record from being edited if the Manufacturer Number field contained certain special characters.
    • Corrected an issue that prevented a Vendor record from being edited if the Vendor Number field contained certain special characters.
    • Vendor records can now be edited from an Asset record.
    • Custom fields with a Type of Date now display on the Custom Fields tab of an Asset record.
  • Barcoding
    • Improved the user interface on Barcode windows and grids.
  • Inventory Management
    • Improved the usability of the Transactions History.
    • Corrected an issue that allowed Assets to be tracked in Inventory when Inventory is disabled by Inventory Configuration.
    • Removed extraneous currencies from a Transaction record’s Currency field.
    • Corrected an issue that allowed new Inventory Items to be created for tracked Assets.
    • Corrected an issue that prevented Inventory Items from being created for Buildings, Facility, and Property.
    • Corrected an issue that caused unexpected user interface objects to display when viewing an Inventory Item’s Group Path.
    • Corrected an issue that caused Transaction record numbers to display incorrectly.
    • Improved the usability of the All Stockrooms and Storage Locations.
    • Improved the usability of Inventory Groups as it relates to viewing Inventory Items in child Inventory Groups.
    • Currency is now set to US Dollar (USD) by default.
    • Corrected an issue that prevented previously pulled Tools from being restocked.
    • Corrected an issue that caused errors when attempting to add a Location when performing a Create Transaction.
    • Improved the usefulness of Transaction record numbers.
    • The Transferred To and Transferred From fields are now required when performing a Transfer Transaction.
    • Corrected an issue that prevented users from viewing the previous page following the creation of a new Inventory Item.
    • Corrected an issue that caused Inventory Item Name and Inventory Item Number field data to display incorrectly.
    • Corrected an issue that caused display errors on the Search for an Inventory Item.
    • The Inventory Item Name field of a Transaction record is now marked as required.
    • An Inventory Group is no longer required to create or update an Inventory Item.
    • Improved the usability of Transaction record detail pages.
    • Corrected an issue that caused searches for an Inventory to fail.
    • Corrected an issue that caused certain columns to be duplicated in the list of available Columns on the Transactions History.
    • Corrected an issue that prevented certain columns from being hidden from view in the Transactions History.
    • Corrected an issue that prevented new Inventory records from being created.
    • Corrected an issue that prevented Stockroom Area field data from being displayed in the All Stockrooms and Storage Locations grid.
    • Corrected an issue that prevented the Total Cost from being calculated correctly when creating or updating an Inventory Item.
    • Corrected an issue that caused errors when adding an Inventory Item with a Quantity on Hand to a Stockroom.
    • Corrected an issue that caused data to exceed the bounds of a tooltip when viewing the details of a Work Order from the Pulled Inventory Items.
    • Corrected an issue that caused field labels to display incorrectly on Inventory Item record pages.
    • Inventory Item record details can now be viewed by clicking the linked Inventory Item Number in a grid.
    • Corrected an issue that caused deleted Work Orders to display on the Pull Inventory Items.
    • Corrected an issue that caused Inventory Group records to remain in the Inventory Groups Catalog Home grid after being deleted.
    • Corrected an issue that prevented Storage Locations from being deleted from the All Stockrooms and Storage Locations grid.
    • Inventory Items can now be removed from Inventory Groups via the Inventory Group.
    • Corrected an issue that prevented an Inventory Item’s Quantity on Hand from being saved.
    • Corrected an issue that prevented an Inventory Item’s Inventory Group from being changed.
    • Improved the confirmation message that appears when attempting to delete an Inventory.
  • Invoicing
    • Corrected an issue that prevented the User Time Zone from displays in the footer of Invoicing.
    • Corrected an issue that displayed errors when creating an Invoice with an existing Payment Term.
    • Corrected an issue that caused user-generated image files to distort when being added to an Invoice Issuer.
  • Labor Resource Management
    • Corrected an issue that prevented a Labor Resource record’s details from being viewed or edited after creation.
    • The Hourly Rate field of a Labor Resource record is now marked as required.
    • Corrected an issue that prevented a Labor Resource record’s Phone Number and Email from being saved.
    • Corrected an issue that prevented Labor Resource records from being viewed from a Work Order.
  • Locations
    • Corrected an issue that prevented the Indoor Locations, Street Addresses, and GPS Coordinates grids from displaying on Stockroom Location records.
  • Notifications
    • Corrected an issue that prevented attachment settings from being saved on email Notification Templates.
    • Service Request Customer Address data can now be included in email notifications.
  • Purchasing
    • Corrected an issue that caused errors when creating a Vendor record with email address and phone number data.
    • Corrected an issue that caused errors when attempting to delete a Vendor record that contained phone number data.
    • Corrected an issue that prevented a new Purchase Order record from being created.
    • Corrected an issue that prevented Purchasing Configuration settings from being viewed from the Purchasing Home.
    • Corrected an issue that automatically selected an Issuer Name when creating a Purchase Order.
    • Corrected an issue that caused the Payment Term field to be unresponsive when creating a Purchase Order.
    • Corrected an issue that prevented users from viewing the previous page when viewing the All Vendor Invoices.
    • Corrected an issue that caused some fields to be unresponsive when creating a Vendor.
    • Corrected an issue that prevented changes to a Vendor record’s details from being canceled.
  • Service Request Management
    • FTMaintenance Select Service Request
      • Corrected an issue that prevented a Service Request’s Cost Center from being saved.
      • Corrected an issue that caused errors when the Submit button was clicked multiple times in quick succession.
      • Corrected an issue that caused errors when adding an Attachment to a new Service Request.
      • Corrected an issue that prevented a Service Request Location’s Address from being saved.
      • Corrected an issue that caused Address data of a new Service Request Location to display improperly.
      • The system now attaches the Service Request Report to manual Service Request email notifications.
    • Service Request Portal
      • Corrected an issue that caused Service Requests to enter a Pending state when in Direct Mode if the Submit button was clicked multiple times in quick succession.
      • Corrected an issue that prevented the removal of Service Request Locations when updating a Service Request.
      • Corrected an issue that caused Address data of a new Service Request Location to display improperly.
      • Corrected an issue that prevented Microsoft Word files from being sent with a manual Service Request email notification.
      • Corrected an issue that prevented Service Request Customer data from displaying.
      • The system now attaches the Service Request Report to manual Service Request email notifications.
  • User Management
    • Corrected an issue that prevented certain special characters from being used in a User email address.
  • Work Order Management
    • Corrected an issue that caused errors when adding an Attachment to a new Work Order.
    • Corrected an issue that caused errors when adding a Part/Tool or tracked Part/Tool to a Work Order.
    • Corrected an issue that prevented Service Request data from appearing on a Work Order.
    • Corrected an issue that caused errors when creating or editing a Labor Resource from a Work Order.
    • Corrected an issue that caused errors when updating a Work Order that contained Attachments.
    • Corrected an issue that caused errors when adding an Asset that contained a Location to the Work Order.
    • Corrected an issue that allowed illegal characters to be used in the Work Order Cost Center.
    • Corrected an issue that allowed illegal characters to be used in the Work Order Lead’s Name.
    • Corrected an issue that prevented Work Order tabs from displaying data when Note Entries contained carriage returns and spaces.
    • Clicking the Schedule Work Order button following the creation of a Work Order record now navigates the User to the Work Order Schedule.
    • The system now navigates the user to the All Work Orders page after Work Order updates are confirmed.
    • Custom fields with a Type of Date now display on the Custom Fields tab of a Work Order record.
  • Work Order Scheduling
    • Corrected an issue that caused Work Order performance data to be displayed on future activations of recurring Work Orders.
    • Work Orders with runtime-based schedule recurrence now activates as expected.
    • Work Order History records now include runtime schedule information.
    • Improved the usability of the Work Order Schedule tab.

What is Building Maintenance Management?

Office building in modern area that benefits from building maintenance management

Everyone expects to be kept safe and comfortable in the spaces they occupy, whether at work, at home, or at play. Despite the critical role building maintenance management plays in our daily lives, many of us pay little attention to building maintenance – that is, of course, until something goes wrong. This article provides an overview of building maintenance management.

What is Building Maintenance Management?

Building maintenance management is the coordination of maintenance activities designed to maintain, repair, and improve buildings and their related systems and provide a safe, habitable, comfortable, and functional environment in a cost effective manner. It encompasses all tasks that make a space “livable” and ensures that major building systems, such as electrical, plumbing, fire prevention, and HVAC, are working efficiently.

Building maintenance management also includes a building’s structure including flooring, walls, ceilings, roofs, and fixtures. In addition, building maintenance may extend to building exteriors and include painting, cleaning, landscaping, and groundskeeping.

Why Building Maintenance Management is Important

A properly maintained building is important to both building owners and occupants for a number of reasons.

Safety and Comfort

Proper building maintenance management is important for the safety and comfort of building occupants – whether residents, employees, or commercial tenants.

Though occupants are responsible for some maintenance tasks, such as changing light bulbs and maintaining a sanitary environment, they become disgruntled when common areas aren’t cleaned or safety issues arise. Further, maintenance issues that are ignored accumulate over time and create dangerous environments, sometimes with tragic results.

In addition, prospective occupants need assurance from their lessors or owners that their maintenance concerns will be addressed in a timely manner.

Money-Saving

For building owners, it is much easier to manage a maintenance budget with predictable costs, rather than try to find the money whenever issues occur. For example, it is more costly to replace a major building system than to proactively maintain building assets through regular preventive maintenance (PM). Well-maintained buildings are typically more energy efficient as well, leading to further cost savings over time.

Compliance

Adequate maintenance is essential to staying in compliance with local, state, and federal regulations, such as those imposed by the Occupational Safety and Health Administration (OSHA), National Fire Protection Association (NFPA), and the International Code Council (ICC). Building code violations can result in heavy fines and other penalties for building owners.

Staying in compliance with building codes also helps minimize safety risks and reduces liabilities to occupants or guests who use your building.

Functionality

As with equipment maintenance, the overall objective of building maintenance management is to minimize failures and downtime. Without regular maintenance, buildings deteriorate and are more likely to cause disruptions to those inside.

Organizations that perform building maintenance management must address the challenges of both new and old buildings. New buildings may have design flaws that lead to undesirable conditions, such as inadequate air circulation, that may result in problems with indoor air quality. Old buildings face age-related issues, such as inefficient HVAC systems that create an uncomfortable indoor climate and result in high utility bills.

Profitability

Effective building maintenance management not only saves building owners money, but helps owners maintain or increase their property value. Buildings kept in good repair have the potential to earn more income from lessees, tenants, and buyers.

Types of Building Maintenance

Building maintenance generally falls into three broad categories.

Preventive Maintenance

Preventive maintenance is routine maintenance performed on a regular basis to proactively address maintenance issues before they arise. It involves inspections, treatments, part replacements, and other tasks that prevent damage to the building’s interior and exterior structures. Preventive maintenance tasks are planned and scheduled according to appropriate date-based or usage-based intervals.

Corrective Maintenance

Corrective maintenance activities restore a building to optimal conditions as damage becomes apparent. The nature of these tasks varies based on the type of building and the needs of its inhabitants. Unlike preventive maintenance, which is planned, corrective maintenance is done in response to an issue, such as those reported through service requests.

Protective Maintenance

Protective maintenance shields building structures from harsh environmental conditions and deterioration. It involves applying protective paints, sealants, coatings, and films to exposed surfaces such as pillars, awnings, and other architectural surfaces. Depending on the climate, these areas of the building may need protection from ice, snow, salt, heat, moisture, and extreme weather.

Areas of Building Maintenance

Building assets that require maintenance can be broken down into a few major building systems.

Electrical Systems

Illuminated lecture hall with fluorescent lights and projector.

A building’s electrical system includes lighting, safety systems, electrical equipment, and power distribution. Regular maintenance of electrical systems ensures that spaces are adequately lit, electric systems are installed correctly, and that the building can handle the electrical load without causing safety issues.

Electrical maintenance is becoming increasingly important in older buildings that need to expand their electrical infrastructure to support newer equipment and technology.

Plumbing Systems

Modern, bright office restroom fixtures including sinks and toilet stalls

When people think of plumbing, the first thing that typically comes to mind is bathroom fixtures such as sinks and toilets – but it’s much more than that. Building maintenance management professionals are also responsible for maintaining hot water heating systems, storm pipes, roof drainage, and fire sprinkler systems.

Heating, Ventilation, and Air Conditioning (HVAC)

HVAC units with fans on the roof of a large building

Heating, Ventilation, and Air Conditioning (HVAC) systems provide for a safe and comfortable environment for occupants. HVAC systems not only control air temperature, but also air quality, air circulation, dust, and relative humidity. HVAC maintenance for buildings includes maintenance of the air handling units themselves, but also ensuring that the building structure is air tight and has proper ventilation. Maintenance on HVAC systems also includes the energy source for building heating and cooling.

Water and Wastewater Treatment

Row of industrial pumps in a building basement

Building maintenance management also requires the maintenance of water and wastewater treatment systems. Maintenance teams must ensure there is a reliable source of safe, potable water for cleaning, drinking, and other uses. Wastewater and sewage systems must also be maintained to ensure safe and sanitary disposal of human waste, chemical runoff, and other hazardous materials.

Energy Management

Solar panels and wind turbines used to provide power to a building

Energy management is an important aspect of building maintenance management, especially in aging structures. Proper energy management leads to greater enjoyment of building spaces, better health and living conditions for occupants, and lower energy bills. Therefore, building maintenance teams must inspect and track the condition of roofs, insulation, doors and windows, and other areas that might contribute to the loss of heat or cold.

Interior

High angle view of a building office space including desk cubicles and chairs

Interior building structures include floors, walls, stairwells, basements, and ceilings. Maintenance for these areas includes tasks such as cleaning common areas, regular trash removal, repainting walls, repairing drywall, refinishing flooring, and carpet replacement.

Exterior

Maintaining building exteriors is important for building owners because it gives the first impression of the residence or business. Exterior structures that require building maintenance include the foundation, roof, exterior walls and doors, and windows. While the core building maintenance focuses on the structure itself, effective building maintenance often extends to the immediate and surrounding grounds, as these elements directly impact the building’s integrity, accessibility, and overall presentation. This can include maintaining lawns, parking lots or structures, sidewalks and walkways, drainage, pest control, and landscaping.

Who is Responsible for Building Maintenance Management?

Building maintenance requires professionals with a wide range of skill and expertise.

Building Occupants

In some cases, those who occupy a building are responsible for minor maintenance tasks. For example, Wisconsin state law dictates that apartment tenant’s repair responsibilities include:

  • Changing light bulbs and other minor maintenance
  • Keeping the apartment in a safe, sanitary condition
  • Keeping working batteries in smoke detectors
  • Keeping thermostats at a reasonable temperature to prevent freezing of pipes and other equipment
  • Repairing damage they or their guests have caused
  • Controlling pests (in specific instances)

Janitorial Staff

Janitorial staff is responsible for the general cleaning of a building. Their job responsibilities include tasks such as sweeping, mopping, trash disposal, vacuuming, and so on. Depending on the organization and building size, janitorial services may be outsourced to a service provider.

Maintenance Technicians

Building maintenance technicians perform various routine tasks, such as performing inspections, repairing fixtures and equipment, and addressing simple maintenance needs. Smaller organizations may employ a “handyman” or jack-of-all-trades, while larger organizations are more likely to hire technicians with more specialized skills, such as a dedicated HVAC technician.

Other technician responsibilities include responding to work requests submitted by others and performing low priority preventive maintenance.

Maintenance or Facility Managers

Building maintenance managers or facility managers oversee all building maintenance. They plan and schedule maintenance activities, manage the team, and ensure tasks are completed on time. Additionally, people in this role may also hire and train new maintenance employees.

3rd Party Maintenance Service Providers

Organizations may outsource maintenance work to third-party vendors depending on the scope of work, specific job, or required expertise. For example, some companies may not find it beneficial or cost-effective to hire a full time electrician, so electrical work is outsourced instead. Other building maintenance functions, like snow plowing and pest control, are typically performed on an as-needed basis. Therefore, it makes sense to outsource these tasks.

Building Maintenance Software

Building maintenance management can be overwhelming without a system to help coordinate and organize maintenance work. Computerized maintenance management system (CMMS) software provides a single platform for managing building maintenance. Using a CMMS allows maintenance and facility managers to maintain a birds-eye-view of all maintenance activities, track building and equipment maintenance costs, and schedule preventive maintenance tasks.

Building maintenance software allows organizations to:

Improve Building Maintenance Management with FTMaintenance Select

FTMaintenance Select is CMMS software designed to help you efficiently and effectively manage building maintenance. Comprehensive preventive maintenance functionality allows you to keep track of routine maintenance tasks and create maintenance schedules that protect and maximize the value of your buildings and equipment. A mobile app extends work order functionality to technicians in the field. Request a demo today to learn more about FTMaintenance Select.

What is MRO Inventory Control? Understanding Daily Spare Part Management

Barcode-labeled MRO inventory items organized on a shelf and identified as part of an inventory control process.

Maintenance, repair, and operations (MRO) inventory is a major expense for industrial organizations. By some estimates, it accounts for as much as 40% of an organization’s annual procurement budget, with replacement parts alone making up as much as 15% of total operating expenses.

This significant investment presents a clear opportunity to improve inventory control and reduce costs – without sacrificing maintenance effectiveness. In this article, we’ll explore what MRO inventory control is, why it matters for maintenance teams, and how a computerized maintenance management system (CMMS) can help streamline the process.

What is MRO Inventory Control?

MRO inventory control, sometimes called stock control, is the process of tracking and regulating the level of MRO inventory within an organization, from the time it is received to the time it is consumed by maintenance work. It involves knowing what inventory items are available, how many are in stock, where they are located, and their condition (when applicable).

Effective inventory control provides real-time visibility into daily spare part usage and availability. This accurate data informs inventory management decisions, helping to ensure the right parts are on hand when needed. As a result, organizations can reduce inventory-related costs and minimize equipment downtime.

Inventory Control vs. Inventory Management

Inventory control and inventory management are often used interchangeably, though they are technically different concepts. While both involve tracking and managing stock, there are some key differences.

Inventory Control Inventory Management
Definition The process of tracking and regulating the level of MRO inventory within an organization, from the time it is received to the time it is consumed by maintenance work. The process of procuring, storing, using, and replenishing the materials and supplies used for maintaining assets at the lowest possible cost.
Scope Operations-level daily tracking of MRO inventory. Higher-level tracking of MRO inventory ordering, stocking, replenishment, vendor management, and reporting.
Purpose Track the quantity, location, and condition of MRO inventory items within the facility. Ensure the organization has the right amount of stock, in the right place, at the right time, and at the right cost.

Inventory control refers to the process used to monitor and regulate stock that is already on hand within a facility. It focuses on storage, organization, and ensuring inventory levels remain accurate. It does not typically include purchasing or replenishment activities.

Inventory management, on the other hand, involves all aspects of inventory, from tracking item specifications and monitoring usage, to forecasting demand, making purchase decisions, and managing supplier relationships. It addresses both current inventory and the sourcing of future stock.

Effective inventory management depends on strong inventory control practices to provide accurate, real-time data for making decisions related to restocking and overall inventory strategy.

Learn more about Maintenance, Repair, and Operations (MRO) Inventory Management

MRO inventory management is a key component of effective maintenance operations. Because of its complexity, the topic deserves further exploration. Check out our related articles to expand your understanding:

Why MRO Inventory Control is Important

Close-up shot of a hand holding a bolt in front of a large bin of similar inventory items.

Proper inventory control benefits maintenance organizations in 4 key areas: inventory accuracy, productivity, procurement, and inventory cost control.

Inventory Accuracy

Inventory control gives organizations a reliable, real-time view into what stock is available and in what quantities. This helps identify overstocked or understocked items, which informs better replenishment decisions.

Accurate inventory data also improves maintenance planning. When working from accurate stock counts, planners can schedule work around part availability and proactively address shortages to avoid delays.

Productivity

Poor inventory control leads to lower productivity and increased downtime. When parts aren’t available where they should be – or aren’t in stock at all – technicians must search for alternatives or wait, delaying repairs and disrupting production. By tracking part locations and quantities, technicians spend less time hunting for parts and more time performing maintenance.

Procurement and Reordering

Consistent inventory tracking provides insights into usage patterns and turnover rates, helping organizations determine ideal stocking levels and set accurate reorder points. This reduces the risk of overordering or running out of critical parts.

Inventory Cost Control

Strong MRO inventory control prevents excess spending on unused, obsolete, or expedited parts. It allows organizations to keep enough spare parts on hand to meet maintenance needs while freeing up money for other projects. Reducing the total cost of inventory also supports lean maintenance budgets and can help boost the organization’s overall profitability.

Key Elements of MRO Inventory Control

Young female inventory clerk performing an audit of storeroom inventory against inventory records.

MRO inventory control involves knowing what items are carried in inventory, their quantities, their stocking locations, and conditions.

Maintaining Accurate Inventory Records

Organizations may use hundreds – sometimes hundreds of thousands – of spare parts to keep equipment running. With such a large volume of parts, accurately tracking inventory items and their quantities is essential to maintaining control.

To ensure accurate inventory records, organizations audit their inventory using a few key methods:

  • Cycle Counting: Counting a subset of inventory on a rotating basis. Compared to a full inventory count, cycle counting is less disruptive, requires less labor, and can be done more frequently.
  • Physical Inventory Counts: Periodically, organizations may perform full or spot-check physical counts, where they reconcile any discrepancies between the physical shelf and inventory records.
  • Barcode Systems: Barcode labeling and scanning helps maintain accurate stock levels by reducing manual data entry errors and improving tracking efficiency.
  • MRO Inventory Software: Many organizations use computerized inventory systems – such as a CMMS – that store inventory records and automatically update stock levels. While CMMS software provides real-time visibility into your inventory, it still requires some oversight to reduce data entry errors, mislabeling, and other mistakes that can introduce discrepancies over time.

During the audit process, organizations identify items that are obsolete, expired, or slow-moving and determine whether they should be scrapped, sold, or disposed of. This helps free up space for additional inventory and improve access to necessary spare parts.

Learn more about managing inventory with a barcode system.

Tracking Stocking Locations

Effective inventory control depends not only on knowing what’s in stock, but also on knowing exactly where items are located. Depending on an organization’s size and structure, MRO inventory may be stored in a single centralized storeroom or spread across multiple locations, such as additional storerooms, supply closets, cribs, vending machines, and technician carts. Within these spaces, items may be placed in specific aisles, racks, shelves, or bins.

With so many possible storage locations, it’s essential to monitor what is stored in each location and in what quantity. Without clear location data, technicians may spend up to 25% of their time searching for parts – time that could be spent carrying out maintenance work. That’s why location tracking is critical for MRO inventory control – it ensures part availability, increases technician productivity, improves audit efficiency, and reduces unnecessary reorders.

Check out our guide on how to organize your maintenance storeroom.

Maintaining Inventory Condition and Quality

When evaluating inventory locations, organizations must also consider whether those environments support proper storage conditions. Over time, items may become compromised due to dust, humidity, oxidation, corrosion, or other environmental factors. Supplies like chemicals, oils, and lubricants can degrade or expire if not used within their shelf life.

Damaged inventory may fail to perform as intended or even pose safety risks if used in maintenance work. Regularly inspecting storage spaces, stored items, and monitoring expiration dates helps ensure that only serviceable parts are available for use.

Monitoring Inventory Movement

Inventory control goes beyond knowing where an item is stored – it also involves tracking items as they move from place to place. Inventory may be relocated for many reasons, such as restocking storage areas, resupplying technician carts or service vehicles, or checking tools out from a crib. In some cases, inventory is moved strategically to improve efficiency and decrease travel time to a central storeroom.

Tracking these movements ensures inventory remains visible and available when needed. Without proper movement tracking, stock may appear to be missing, leading to unnecessary reorders, confusion, and downtime.

Not all inventory movement is physical, however. Organizations commonly use a check-out system for shared items like tools, temporarily transferring them to a technician’s custody. Documenting these transfers helps keep them accountable for proper usage and timely return.

Whatever the case, documenting inventory movement is essential for maintaining accurate records and preventing disruptions to maintenance operations.

MRO Inventory Control Tools

Man holding laptop in an inventory storeroom, tracking inventory with CMMS software.

Historically, MRO inventory has been managed with spreadsheets, printed records, and basic accounting software. While these methods may work for smaller operations, they often lead to errors, inefficiencies, and a lack of real-time visibility as inventory stock grows.

A more effective and scalable solution is to use computerized maintenance management system (CMMS) software to control MRO inventory. CMMS software centralizes inventory data, automates tracking, and integrates inventory control with the broader functionality of the system. A robust CMMS supports MRO inventory control in the following ways:

  • Real-time Inventory Tracking: Monitor inventory quantities as parts are assigned, used, or received, including automatic stock level updates when items are consumed on work orders.
  • Stocking Location Management: Know an item’s exact location within storerooms and storage locations, and track quantities when they move to new locations.
  • Barcode Scanning Support: Use a barcode system to improve the accuracy of data entry or retrieval.
  • Inventory Stock Notifications: Receive automatic alerts when stock level fall below predefined reorder points.
  • Usage History and Reporting: Analyze usage trends to forecast demand and optimize stocking levels.
  • Integrated Purchasing Tools: Generate purchase orders to replenish stock, and automatically receive quantities into inventory.
  • Cost Management: Track inventory costs at the item level to better understand true inventory costs and improve MRO budgeting.

By leveraging a CMMS, maintenance teams can improve inventory accuracy, reduce costs, and ensure the right parts are available when needed. With better inventory control, organizations strengthen their entire maintenance operation and improve overall maintenance effectiveness.

Professional Development for Inventory Control

In addition to using software tools, professionals can benefit from formal education and certification programs focused on inventory and supply chain best practices. The following professional organizations offer learning opportunities and certification programs:

Maintain Control over Your MRO Inventory with FTMaintenance Select

Inventory control is a critical maintenance management function that enables you to make strategic, data-driven decisions about your spare parts inventory. With the right tools in place, you’ll have more visibility of what items you stock, where they’re located, and their condition.

FTMaintenance Select is spare parts management software that helps you manage your spare parts catalog, automate stock updates, and maintain visibility into inventory availability across locations. Request a demo today to see how FTMaintenance Select streamlines MRO inventory control for your maintenance team.

Applications of Barcodes in Maintenance Management

A close up of a barcode that can be used on assets and scanned with a scanner.

Effective maintenance management relies on high-quality maintenance data. However, human error causes inaccurate data to be entered into computerized maintenance management system (CMMS) software, compromising the usefulness of the information stored within it. Because of this, organizations often implement a barcode system to ensure accurate data entry and lookup. This article provides an overview of the many applications of barcodes in maintenance management.

Applications of Barcodes in Maintenance Management

Barcoding is a versatile technology that enhances many day-to-day maintenance management activities. The sections below describe common applications of barcodes in maintenance environments.

Asset Tagging

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 Tagging?

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: Mastering Tool Management with CMMS Software

MRO Inventory Management

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 order records 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 it 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.

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 Your Maintenance Operations with FTMaintenance Select

FTMaintenance Select barcode capability allows for comprehensive management of your assets and inventory, and integrates seamlessly into your maintenance work order management processes. Contact us today to learn more about the FTMaintenance Select barcode system.

FTMaintenance Select v.2.0.4.0 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.4.0, which incorporates the following:

Features

  • Work Order Scheduling
    • Schedule work orders using a floating schedule, based on the last completion date or last completion meter reading of the previous work order.

Solutions

  • General
    • Improved the usability of the sidebar menu.
  • Inventory Management
    • The system now displays the Quantity on Hand by Location when viewing a list of all Inventory Items.
    • Inventory Groups are now displayed in a nested list when associating an Inventory Item with an Inventory Group.
    • Improved the layout and performance of the Create Transaction.
  • Reporting
    • Corrected an issue that incorrectly displayed Work Order Completion Dates in the Cost History.
  • Work Order Management
    • Corrected an issue that prevented Parts from being allocated to a Work Order in quantities of 1.
    • Corrected an issue that displayed incorrect column names on the Parts and Tools tab based on Inventory configuration settings.
    • Corrected an issue that caused the quantities of restocked Tools to display incorrectly.
  • Work Order Scheduling
    • Improved the flow of updating a Work Order that is not part of a series.

FTMaintenance Select v.2.0.3.4 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.3.4, which incorporates the following:

Solutions

  • Asset Management
    • Corrected an issue that caused errors when updating a Part or Tool
    • Values for custom Asset fields can now contain certain special characters.
  • Inventory Management
    • The system requires that users confirm the deletion of an Inventory.
    • A Transaction is now created when an Asset is tracked.
    • Improved usability and flow of working with Transaction
    • The Unit Cost of an Inventory Item and its associated Asset now match when either record is updated.
    • A Transaction is now created when a new Inventory Item is added to an Inventory.
    • Corrected an issue that prevented Inventory Items from being associated with a Stockroom that contained stocking locations (i.e., Aisles, Racks, Shelves, and Bins).
    • An Inventory Groups’ Parent Inventory Group can now be cleared.
    • Corrected an issue that allowed Transactions to be created without meeting all requirements.
    • Corrected an issue that prevented users from viewing the details of an Adjustment Transaction.
    • Inventory Item records now display the item’s nested Inventory Group.
    • Corrected an issue that caused an Inventory Item’s Quantity on Hand to clear when the User tracks an Asset in Inventory.
    • Corrected an issue that caused quantity data to clear when creating or updating an Inventory Item
    • Improved the usability of the Inventory Item Unit of Measure
    • Corrected an issue that prevented an Inventory Item’s Unit Cost from displaying on the Work Order.
    • Corrected an issue that prevented an Inventory Item’s Group Path from displaying correctly.
    • Corrected an issue that prevented the user from deleting an Inventory Item if it was part of an Inventory Group.
  • Invoicing
    • One-time Parts can now be included on Invoices.
    • One-time Tools can now be included on Invoices.
    • One-time Tasks can now be included on Invoices.
    • Corrected an issue that caused previously entered data to pre-populate when creating new Invoice Line Items.
    • Corrected an issue that caused the Record a Payment menu link from being unresponsive.
    • Invoices now only accept a single Payment Term.
    • Corrected an issue that prevented Invoices from applying a Discount to the
    • Corrected an issue that prevented Invoices from being issued.
    • Corrected an issue that prevented Taxes from being applied to an Invoice.
  • Notifications
    • Phone numbers now display correctly when configuring Text (SMS)
    • Corrected an issue that allowed users to create a Non-FTMaintenance User Recipient without entering all required information.
  • Purchasing
    • Corrected an issue that caused Vendor data to be cleared when updating a Purchase Order.
  • Reporting
    • Corrected an issue that caused inaccurate data to display on the Service Request Form
    • Corrected an issue that prevented the Work Order Labor Hours by Labor Resource Report from displaying correctly.
    • The Work Order Form Report now displays times using a 12-hour AM/PM time format.
    • Emailed reports can now be opened without error.
  • Service Request Management
    • Corrected an issue that caused data to be lost after submitting a Service Request generated using the quick creation method.
    • Corrected an error that prevented the Status Reason from displaying on Service Requests.
    • Corrected an issue that caused Asset numbers to display incorrectly.
    • Corrected an issue that prevented Guest requesters from submitting Service Requests.
    • Corrected an issue that prevented Guest requesters from printing a Service Request.
    • Corrected an issue that caused Location data to be cleared when creating a Service Request.
    • Corrected an issue that caused some data to be cleared after creating a new Customer record from a Service Request.
  • User Management
    • User Names can no longer be edited.
    • Corrected an issue that caused errors when updating the details of a User
    • Phone numbers now display correctly on User
    • New Users can now be designated as Employees.
  • Work Order Management
    • Corrected an issue that caused errors when attempting to create or edit Tool records from a Work Order.
    • Corrected an issue that prevented users from adding a Part or Tool to a Work Order.
    • Corrected an issue that caused errors when adding a Unit Price to a Part or Tool record when created from a Work Order.
    • Phone numbers now display correctly on closed Work Order
    • Corrected an issue that caused errors when changing a Work Order’s Status from Active to Completed.
    • Corrected an issue that caused errors when editing a Tracked Part or Tracked Tool record from a new Work Order.
    • Corrected an issue that caused errors when adding a new Part to a Work Order when the Part itself was created from the Work Order during record creation.
    • Corrected an issue that caused errors when adding a new Part to a Work Order when the Part itself was created from the Work Order during record update.
    • Corrected an issue that caused errors when adding a new Tool to a Work Order when the Tool itself was created from the Work Order during record creation.
    • Corrected an issue that caused errors when adding a new Tool to a Work Order when the Tool itself was created from the Work Order during record update.
    • Corrected an issue that caused errors when reactivating a Work Order.
    • Corrected an issue that caused errors when viewing the details of a Work Order with a Status of Draft.
  • Work Order Scheduling
    • Improved the usability of the Global Schedule when attempting to view all appointments scheduled on the same day.
    • Corrected an issue that prevented a single occurrence of a Work Order within a series from being updated.
    • Corrected an issue that caused multiple instances of a Work Order’s runtime schedule to appear on the Work Order (on the Runtime tab of the Schedule tab).
    • Corrected an issue that prevented users from editing runtime assignments.
    • Work Orders generated from runtime schedules now activate automatically.

CMMS Software Validation: Ensuring Compliance and Quality

Close up of an end user testing a CMMS as part of the CMMS software validation process

Highly regulated industries must comply with strict quality and safety standards to prevent defective products, contamination, and other health risks. Because equipment performance directly impacts product quality, maintenance plays a key role in ensuring safe operations and regulatory compliance.

Organizations often rely on computerized maintenance management system (CMMS) software as part of their larger quality management system (QMS) to document, control, and validate maintenance activities that support quality and safety. In this article, we provide an overview of CMMS software validation, explaining what it is and how your organization can use it to maintain regulatory compliance.

What is CMMS Software Validation?

Close up of young male technician verifying a mobile CMMS performs its intended function during CMMS validation testing

CMMS software validation is a process done to determine if maintenance software complies with the requirements set by the organization, performs its intended functions, and meets the organization’s needs and goals. The purpose of this process is to document that the CMMS meets specifications, has been installed correctly, and can accurately and consistently produce intended results.

In addition, CMMS software validation makes clear how you intend to use the system and identifies potential issues that impact other business processes.

Is CMMS Software Validated?

In our experience, the concept of CMMS software validation causes confusion with first-time buyers. Many ask whether a CMMS is already validated, sometimes thinking that purchasing the system automatically ensures compliance. However, CMMS software cannot be pre-validated, and the software by itself is not compliant with any regulations.

Vendors cannot know exactly how your organization intends to use the system or which specific regulations apply to your operations. Each organization has unique processes, workflows, and compliance requirements, making it impossible for a vendor to pre-validate the software for every scenario.

Who is Responsible for CMMS Software Validation?

Because validation depends on your unique operating environment, your organization is responsible for validating the CMMS. The goal is to ensure it functions as intended, supports compliance needs, and fits into your quality management system (QMS).

While this responsibility lies with you, many vendors provide validation toolkits or support to help guide the process. Organizations often assign a validation team comprised of IT personnel and CMMS power users to manage the CMMS validation process.

The IT department ensures the technical infrastructure is in place to support the CMMS, including servers, networking hardware, computers, devices, and applicable software such as supported operating systems and web browsers. IT also documents technical problems encountered during validation testing.

CMMS power users play the role of project managers for the validation process. They define the scope of validation, identify critical operations, create and execute tests, and document any issues. When problems occur, power users determine the cause and take corrective action. They may also assign other users to perform tests and report results.

Some organizations hire third-party companies to perform software validation tests for them, and CMMS vendors may also offer assistance or services. The cost and effort depend on the number of functions being tested – the fewer the operations, the more affordable the validation. Even when external resources are used, internal IT staff and power users are still valuable for determining technical requirements, managing the project scope, and ensuring the process meets organizational needs.

Learn more about the role of power users in CMMS implementation

How Do You Validate CMMS Software?

While regulatory agencies, like the United States Food and Drug Administration (FDA), require software to be validated, they do not specifically tell organizations how to perform validation. This is because they cannot predict how your organization intends to use the CMMS, so you must show them via the software validation plan and testing. CMMS software validation boils down to:

  • Documenting that the CMMS meets specifications
  • Installing the CMMS correctly
  • Ensuring the CMMS meets your organization’s needs, fulfills its intended use, and functions properly

Disclaimer: Always refer to the documentation provided by the respective compliance agency for guidance.

Though validation may seem daunting, the FDA recommends taking the least burdensome approach, which is defined as “the minimum amount of information necessary to adequately address a relevant regulatory question or issue through the most efficient manner at the right time.”

So, how does one achieve the least burdensome approach? Many organizations follow a basic validation process made up of three sequential stages: Installation Qualification (IQ), Operational Qualification (OQ), and Performance Qualification (PQ).

Installation Qualification (IQ)

Installation qualification (IQ) verifies that the CMMS is successfully installed in the environment in which it is meant to be used and documents the supporting hardware, software, and installation procedure. While CMMS vendors provide customers with system requirements, it is up to your organization to obtain the hardware and software required to support the CMMS.

Operational Qualification (OQ)

Operational qualification (OQ) is a documented testing process that verifies that the system does what it is supposed to do. OQ procedures outline the specific actions a user must take in the software to perform an action, the expected outcome, and the actual outcome.

An example use case to be tested during the CMMS software validation process.

If the actual outcome matches the expected outcome, the test is valid. Differences between the expected and actual results must be documented and rectified. Doing so may involve taking different steps to complete the action (which should be documented) or asking the vendor to resolve the issue.

While it may seem burdensome to perform OQ tests, keep in mind that you only need to test the features and functions that you will use.

Performance Qualification (PQ)

Performance qualification (PQ) determines whether the system performs as intended in real-world conditions. You can think of the previous phase being conducted in a “laboratory setting,” where a limited number of users are testing the software with a small set of data to verify operations. This testing environment is not reflective of real life.

PQ ensures the system is equipped to handle the live load, data volume, bandwidth, storage capacity, and speed required during peak use within a work shift. Ideally, the software responds promptly without freezing or crashing.

What to Do If CMMS Software Fails Validation Testing

Any failures must go through a correction process. The validation team can help determine if the cause of the failure originated from a user, poor test design, incorrect configuration, or even issues with the software itself (such as defects).

User or process issues can be corrected via training, OQ test rewrites, or vendor technical support. If defect fixes are required by the vendor, the organization must retest the software once an update has been delivered. Any changes to software policies, operating procedures, and training documentation need to be updated as well.

Revalidating Software

CMMS software validation is not a one-and-done event. Revalidation is required whenever changes occur that could impact the system’s performance or its role in supporting quality and compliance. Common reasons for revalidation include:

  • Upgrading the CMMS to a major new version that changes workflows or core functionality
  • Switching to a new CMMS system entirely
  • Making major configuration changes that affect validated processes
  • Changing IT infrastructure that affects CMMS functionality (e.g., servers, operating systems, hardware)
  • Changing how the CMMS is used within your quality management system (QMS) processes

When these situations occur, your organization should review vendor release notes to see what has changed, determine the impact of software changes on current processes, and update validation documentation as appropriate. Only affected operations need revalidation – not the entire software package.

Revalidation is not typically required when there are minor defect fixes that do not affect validated functionality, routine performance or security updates that don’t change workflows, or changes to the user interface (UI) that don’t impact regulated processes.

What Industries Require CMMS Software Validation?

Close up shot of pharmaceutical drug production equipment that requires CMMS validation for maintenance purposes.

In the United States, software validation is required by organizations that are regulated by the FDA. These industries include:

  • Food and beverage
  • Pharmaceuticals
  • Botanicals
  • Medical devices and surgical instruments
  • Dental, ophthalmic, and orthopedic equipment and supplies
  • Diagnostic substances
  • Parts or ingredients used to produce the goods listed above

Maintenance organizations typically focus on the FDA Code of Federal Regulations Title 21, Parts 11 and 820. FDA CFR 21, Part 11 sets rules related to electronic signatures, which a CMMS may use for features like work order approvals. Part 820 describes the requirements for quality management systems, of which a CMMS is part. Organizations that seek voluntary certification, such as ISO 9001 certification, may also be required to validate their CMMS to support quality improvement practices.

Learn more about electronic signature compliance.

Unregulated organizations may also find value in the CMMS validation process in that it can help establish standard operating procedures, build good CMMS practices, and inform software use policies that contribute to higher quality products and processes.

Stay in Compliance with FTMaintenance Select

It often feels like new rules and regulations appear every day, especially in highly-regulated industries. Though CMMS software validation may seem burdensome, the process can be simplified and broken down into smaller pieces. Ultimately, compliance is about how an organization uses their CMMS, not about the software itself. FTMaintenance Select provides an easy-to-use maintenance management platform for documenting, tracking, and managing maintenance activities. Request a demo today.

FTMaintenance Select v.2.0.2.1 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.2.1, which incorporates the following:

Solutions

  • Corrected an issue that prevented the value of the Currency field from being saved when updating an Inventory Item
  • Corrected an issue that prevented users from viewing the details of a Service Request that was generated via a “quick create”.
  • A Work Order Notes grid now properly displays the value for the Added By
  • Corrected an issue that prevented an Inventory Item’s Location from being displayed on the Inventory Item record’s Stockroom / Storage Locations
  • Standardized information displayed in the footer across FTMaintenance Select.
  • An Invoice’s Creation Date now displays the correct date.
  • Payments against invoices can now be cancelled before the payment is recorded.
  • Standardized the date format in Invoicing to match other dates in FTMaintenance Select.
  • Corrected an issue that caused an error when guest requesters logged into FTMaintenance Select Service Request.
  • Improved the tab layout of Work Order.

How to Write Maintenance Tasks that Improve Work Quality and Consistency

Person checking off tasks on a maintenance task checklist on a tablet computer in front of a machine

Maintenance tasks provide guidance for how technicians perform maintenance work. However, many organizations do not have dedicated maintenance planning resources available. Instead, task writing falls to others within the maintenance team or administrative staff members who do not necessarily have the expertise to write effective maintenance tasks. This article provides tips for writing effective maintenance tasks for seasoned veterans and inexperienced planners alike.

What is a Maintenance Task?

A maintenance task is a small, identifiable piece of work that indicates the action – or actions – one must take to complete a maintenance work order. Maintenance tasks typically include:

  • A description of the work itself
  • Instructions for completing the task
  • A labor craft that describes the required set of skills
  • The estimated time to complete the work

The Importance of Effective Maintenance Tasks

Many maintenance teams do primarily unplanned, corrective maintenance (CM) and scramble to “put out fires” while doing little-to-no preventive maintenance work. In such cases, maintenance tasks are seldom used – instead, technicians are sent directly to failed equipment to diagnose the problem and implement a solution. The specific set of tasks performed is documented after the fact, is usually incomplete, and is done through work order notes instead of through formal tasks.

As maintenance teams tire of the chaos caused by unplanned maintenance and transition towards a proactive maintenance strategy, there is a greater need for planned maintenance guided by detailed maintenance tasks. Instead of vague statements, such as “fix the motor”, maintenance tasks break down work into more manageable, “bite-sized” to-dos. For example, fixing the motor may be comprised of multiple tasks including powering down the motor, turning the shaft by hand to assess the bearings, and inspecting for shorts and opens.

Further, studies show that proper maintenance planning and scheduling can increase wrench time by as much as 65%.

How to Write an Effective Maintenance Task

The steps below describe how to write an effective maintenance task in the context of planned preventive maintenance, where tasks are most often used.

1. Identify the Maintenance Problem

The first step in writing an effective maintenance task is to identify the problem to be solved. For example, does the equipment need inspection or a part replaced

2. Identify the Required Action

After you identify the problem, determine what action is needed to resolve it. Effective maintenance tasks will start with verbs – words that make it easy to understand what “to do”.

Also determine whether the action is a single step or comprised of multiple steps. Single-step tasks make it easy for technicians to picture exactly what to do. For example, actions like “clean”, “remove”, and “verify” are fairly straightforward. Multi-step tasks, such as lockout/tagout, require additional explanation in the task’s details, or may be better if broken down into individual tasks.

3. Describe the Task

Once you’ve identified the required maintenance action, flesh out the details of exactly what technicians must do. The work order will already provide details such as which asset is in need of maintenance and by when the work is to be completed.

Task details describe how to do the work. The level of detail depends on the experience and ability of your team. Less experienced or newer technicians might require more detail, sometimes as granular as spelling out how many turns of the wrench are required to tighten a belt. For these cases, we encourage the use of pictures, graphics – even videos! Experienced, veteran technicians typically need less detail, and will know what procedures to follow.

4. Identify the Required Parts and Tools

Along with what work is needed, you should take time to identify what parts, tools, and other supplies (such as PPE)is required to perform the task. Work orders usually include parts and tools in their own respective sections, although they may be included in task details as well.

5. Determine Task Completion Time

Effective maintenance tasks include deadlines that make clear how long work is expected to take. Not only do time estimates keep technicians productive, they help schedulers determine how long work orders are expected to take and where the work fits into the maintenance schedule.

Many organizations simply estimate task completion time based on experience, maintenance history records, or estimations provided by equipment user manuals. Estimates for new tasks may be based on completion times for similar tasks or educated guesses. Advanced organizations that track maintenance employee performance may have real-world data from which to make task completion time estimations.

6. Review the Maintenance Task

After you’ve finished writing a maintenance task, take a break and come back to it later. Examining tasks with “fresh eyes” and a clear mind can help you notice any errors or shortcomings. It also pays off to mentally walk through the steps, making sure that the task is clearly written and requirements are realistic.

The review should also involve asking questions like:

  • Do any technicians require any additional training to complete the task?
  • Have all safety warnings and necessary precautions been identified and included in the task?
  • Are the steps listed in the most logical order?

The answers to these questions provide guidance on any revisions that should be made.

Create a Task Library with FTMaintenance Select

FTMaintenance Select is a computerized maintenance management system (CMMS) that makes it easy for you to create and manage a library of maintenance tasks. Add tasks to reusable preventive maintenance (PM) work order templates or create one-time tasks for specific maintenance jobs. Request a demo to learn more about how to improve preventive maintenance with FTMaintenance Select.

What is Property Maintenance?

Apartment buildings with reflection in nearby pond and blue sky keep functional through property maintenance

People expect the places they live, work, and interact with to be safe, functional, and well maintained, but rarely think about what it takes to keep properties that way. While much property maintenance work goes unseen, its impact is felt by everyone – from owners and property managers to tenants and guests. This article shines a light on the essential role of property maintenance in preserving real estate value and ensuring a positive experience for all who depend on well-kept properties.

What is Property Maintenance?

Property maintenance is a set of ongoing tasks and actions taken to keep properties – including buildings and their immediate surroundings – functional, safe, and in working condition. It involves maintenance activities that preserve the long-term value of the property for owners and managers, provide a comfortable and safe environment for occupants, and help attract future tenants. The term is most commonly used in reference to residential real estate and hospitality properties, where buildings and grounds are maintained for the benefit of occupants, tenants, and guests.

Building Maintenance vs. Property Maintenance

While often used interchangeably, building maintenance and property maintenance differ in scope. Building maintenance refers specifically to maintaining the physical structure itself – walls, roofs, electrical systems and plumbing – and not the land it sits on. Property maintenance includes both the building and its external features, including land, parking lots, walkways, landscaping, and other outdoor amenities.

Facility Maintenance vs. Property Maintenance

Facility maintenance is similar to property maintenance but differs in how the building is used and by whom. Facility maintenance typically refers to commercial, industrial, or institutional buildings where an owner or organization occupies and operates within the facility – and is therefore responsible for its upkeep. In contrast, property maintenance generally applies to tenant-occupied spaces, where maintenance is often handled by property management teams or third party service providers.

Why is Property Maintenance Important?

Suburban apartment complex on a grassy hill

Property maintenance is a critical part of real estate and property management, benefitting everyone who interacts with a property. Below are the main objectives of property maintenance.

Maintain Habitable Living Environments

Tenants and residents have the right to live in a space that’s safe, functional, and well-maintained. This includes reliable heat, running water, working electrical systems, and a property home free from major hazards. It isn’t just best practice – in many places it’s the law.

For instance, Wisconsin state law requires landlords to keep rental homes in livable condition. This includes making necessary repairs, maintaining building systems, and ensuring the property complies with all local building and housing codes. In federally subsidized housing, the United States Department of Housing and Urban Development (HUD) enforces similar standards known as the Housing Quality Standards (HQS).

Provide Safety and Comfort

While habitability laws set the bare minimum, good property maintenance goes beyond what is required. Property owners and managers also contribute to tenant safety, comfort, and satisfaction by maintaining clean common areas, responding quickly to maintenance requests, and keeping exteriors well-maintained and attractive. This not only keeps current tenants and guests happy, but also attracts future renters and builds a positive reputation.

Protect Long-Term Property Value

Property managers want to ensure profitability, either through rental income or resale. Property maintenance ensures buildings, grounds, and amenities are kept in good condition, which helps preserve property value or justify competitive rental rates. Performing regular maintenance reduces operating costs by extending building and equipment life, preventing unexpected breakdowns, and delaying the need for major renovations.

Reduce Liabilities

Proactively addressing property maintenance helps reduce the risk of legal action, financial loss, and reputational harm. Property owners and managers can be held liable for tenant injuries caused by poorly maintained infrastructure, inadequate security, and uninhabitable living conditions. They may also face fines and penalties for violating building, health, and safety codes, and risk having insurance claims denied if property damage results from neglect.

Common Types of Property Maintenance

Exterior shot of luxury apartments and tree tops with a blue sky

Property maintenance consists of both proactive and reactive maintenance strategies, each serving different purposes for keeping properties safe and habitable.

Preventive Maintenance

Preventive maintenance is a proactive strategy used to reduce the likelihood of failures before they happen. It typically includes inspections, replacing worn out parts, testing equipment, and addressing minor issues before they become more serious. Maintenance teams usually schedule tasks on time-based intervals, manufacturer recommendations, and equipment usage.

Corrective Maintenance

Corrective maintenance is a reactive approach performed in response to problems after they have occurred. The goal is to restore assets to working condition as quickly as possible. Property maintenance teams typically learn about these issues through maintenance requests submitted by tenants or staff. Common examples include plumbing issues, electrical failures, broken appliances, and malfunctioning HVAC systems.

Learn more about FTMaintenance Select Maintenance Request Software

Protective Maintenance

Protective maintenance is a subset of preventive maintenance that focuses on shielding exterior surfaces and outdoor equipment from environmental wear and tear. It typically involves applying paints, sealants, and coatings to building exteriors to guard against weather damage, rust, and deterioration.  In property maintenance, this extends to outdoor features like patios, retaining walls, and fences, as well as protecting outdoor electrical equipment and other infrastructure through weatherproofing.

Condition-based Maintenance

Condition-based maintenance (CbM) is a proactive maintenance strategy in which maintenance tasks are triggered by an asset’s condition, rather than by strict calendar-based or time-based intervals. It typically arises from visual inspections, checklists, and routine evaluations. For example, periodic roof inspections might reveal early signs of water damage, missing shingles, clogged gutters, or other issues that can be addressed before they get worse.

Capital Improvements

While maintenance teams may not lead capital improvements, they often play a valuable supporting role. During the asset planning phase, they can provide insight about the reliability of existing assets, recurring maintenance challenges, and suggest upgrades that could reduce long-term maintenance costs.

Depending on the size and structure of the organization, maintenance teams may assist with or even carry out certain improvements, like replacing air handling units, renovating common areas, or painting. They may also work alongside contractors by preparing work areas and ensuring the safety of both workers and tenants during the project.

After upgrades are complete, the maintenance team is responsible for tracking the new assets and performing ongoing maintenance and repairs.

Learn more about asset lifecycle management.

Areas of Property Maintenance

Property maintenance covers more than just buildings – it includes all the systems, structures, and other spaces that keep a property functional, safe, and visually appealing. To understand the full scope of property maintenance, it can be broken down into three main categories: building systems, structures, and grounds.

Building Systems

Low angle shot of property maintenance technician performing inspection in a boiler room

Building systems are the “hidden” components that make up a property. They are interconnected systems that ensure a property’s functionality and safety. Major building systems include:

  • Electrical systems: indoor/outdoor lighting, safety systems, and backup power generators
  • Plumbing systems: toilets, sinks, hot water heaters, storm drainage, fire suppression, and irrigation. In hospitality settings, this may also include commercial kitchen plumbing and grease traps
  • Heating, ventilation, and air conditioning (HVAC): air handling equipment and climate control units
  • Wastewater and water treatment: sewage, stormwater management, and filtration systems
  • Elevators and escalators

Structures

Medium close shot of a handyman in an apartment unit with a drill and tool belt

Beyond internal systems, property maintenance also extends to the spaces where people live, gather, and use, along with the physical building itself. This includes:

  • Interior maintenance: cleaning, trash removal, repainting, and repairing walls, flooring, windows, and fixtures
  • Exterior maintenance: siding, roofing, sidewalks, foundations, exterior lighting, and signage
  • Other structures: garages, clubhouses, pools, locker rooms, storage sheds, fences, gates, and outdoor stairways
  • Back-of-house areas: laundry facilities, kitchens, staff rest areas, storage facilities

Grounds

Close up of a riding lawnmower maintaining the lawn of a residential property

Aside from building maintenance, property maintenance also focuses on keeping the surrounding land safe, attractive, and usable. Grounds maintenance may include:

  • Landscaping: mowing, weeding, seasonal planting and seasonal cleanup, pest control
  • Pavement care: resurfacing, sealcoating, pothole repair, lighting, and snow and ice removal
  • Perimeter elements: fences, gates, and exterior signage
  • Outdoor amenities: playgrounds, water parks, sports courts, walking paths, dog parks, and even golf courses, where applicable

Who is Responsible for Property Maintenance?

Property maintenance is a shared responsibility among several roles, each contributing in different ways based on their relationship to the property.

Owners

As the legal titleholder, the owner holds ultimate responsibility for ensuring a property is well-maintained and compliant. Owners typically hire property management companies or maintenance service providers to handle day-to-day maintenance operations. While not involved in daily tasks, owners retain control by approving maintenance budgets, setting spending limits, and authorizing major repairs and capital improvements.

Property Managers

Property managers are hired by owners to oversee day-to-day property maintenance while working within an approved budget. These responsibilities include responding to tenant maintenance requests, scheduling routine maintenance and inspections, and coordinating repairs with contractors. They also ensure tenants fulfill their maintenance-related responsibilities under the lease agreement.

Maintenance Technicians

Maintenance technicians perform maintenance and repairs according to the needs of the property and as assigned by the property manager. Tasks range from completing service requests to preventive maintenance activities such as performing inspections and replacing worn parts. Their work requires technical expertise in plumbing, electrical, HVAC, and other core building systems.

Janitorial Staff

Depending on the organization, janitorial staff may help support property maintenance by handling routine cleaning and sanitation tasks. Their responsibilities often include trash removal, vacuuming, surface cleaning, disinfecting shared spaces, and occasionally cleaning up biohazards like bodily fluids. By handling these essential day-to-day responsibilities, janitorial workers allow the maintenance team to focus on more technical repairs and maintenance issues.

Tenants

Tenants are responsible for minor repairs and upkeep, outlined in their lease. This may include tasks such as changing light bulbs, keeping units safe and sanitary, and in certain instances, controlling pests. Renters may also be responsible for lawn care and snow and ice removal, depending on the type of property and lease details.

Contractors

Owners or managers bring in contractors for large-scale projects or highly-technical tasks that exceed the capability or manpower of the in-house team. They are called in to perform specialized tasks such as landscaping, elevator repair, or other tasks where having a full-time professional on staff wouldn’t be practical.

Property Maintenance Standards

Property maintenance standards provide guidance and requirements to help property owners and managers maintain safe, sanitary, and livable properties. Whether voluntary or mandated by law, following these standards supports tenant well-being and regulatory compliance.

One of the most widely recognized sets of standards is the International Property Maintenance Codes (IPMC), published by the International Code Council (ICC). The ICC outlines the IPMC’s minimum requirements for maintenance of existing buildings.

In addition to IPMC, property maintenance must also comply with a variety of other codes and standards, including:

Property Maintenance Software

Modern apartment building in front of blacktop parking lot

Property maintenance operations account for a significant portion of a property’s operating expenses. Given its impact on property value, tenant satisfaction, and potential liability, property maintenance deserves a tool dedicated to manage day-to-day maintenance operations. That’s why many property managers choose to track maintenance activities in a computerized maintenance management system (CMMS).

Though many property management solutions include basic work order management functionality, they often lack the depth and functionality needed to support properties with complex maintenance needs. Below are several ways a CMMS enables more effective property maintenance.

Maintenance Request Management

CMMS software provides tenants with access to an online portal to submit maintenance requests directly to the maintenance team. From the CMMS, property managers can review, prioritize, and assign maintenance tasks based on urgency. Features such as automatic notifications and status updates keep tenants in the loop about their requests, leading to higher satisfaction rates.

Learn more about FTMaintenance Select Maintenance Request Software

Asset and Equipment Management

Asset tracking features allow property maintenance managers to store detailed records about buildings, equipment, and other assets in a centralized system, providing a bird’s-eye view of all of your owned assets – and the relationships between them – making it easier to identify what assets you have, where they are located, service histories, and any upcoming maintenance needs.

Vendor Management

A CMMS helps manage the relationship with third-party service providers and parts suppliers. With vendor information stored in one place, maintenance teams can quickly coordinate repairs, source materials, and identify alternative vendors when needed.

Technician Skills and Credentials

In addition to tracking buildings and equipment, a CMMS can store important information about maintenance personnel, including their licenses, certifications, and other qualifications. This ensures work is assigned to technicians with the appropriate experience and credentials.

KPI Dashboards and Reports

Maintenance analytics give you insight into the overall performance and health of your maintenance operation. Using data-rich dashboards and reports, you can monitor key performance indicators (KPIs) related to request response times, maintenance costs, and technician productivity – often broken down by building or location.

Mobile Accessibility

Mobile accessibility is an especially valuable feature for property maintenance teams that work across large or multi-building properties. A mobile CMMS solution allows technicians to access your maintenance data from anywhere on your property. They can create and close work orders, review asset maintenance history for troubleshooting, and record preventive maintenance tasks all without returning to a desktop or office.

Protect Your Property Value with FTMaintenance Select

Property maintenance is more than routine upkeep – it’s a proactive strategy that preserves property value, ensures tenant satisfaction, and mitigates risk. From responding to tenant requests to protecting your property investments, effective maintenance plays a central role in real estate success.

FTMaintenance Select is a powerful CMMS solution designed to support the complex needs of property maintenance teams. Whether you’re managing a single rental or a wide portfolio of assets, FTMaintenance Select helps you streamline work orders, manage assets, track vendor activity, and make smarter, data-driven decisions. Request a demo today to see how FTMaintenance Select can support your property maintenance goals.

Service Request Management Best Practices

Man fixing an espresso machine in response to a customer's service request for maintenance.

In addition to their standard maintenance work, maintenance teams must also address service requests from other departments, tenants, or customers. Your ability to properly manage service requests impacts your team’s efficiency and other’s satisfaction with the maintenance team. To improve your level of customer service, consider the following service request management best practices.

This article is part of a series of articles related to maintenance management best practices. Read our other best practice articles:

Why Following Service Request Management Best Practices is Important

It’s fairly common for maintenance service requests to be communicated through phone calls, hand written notes, emails, or text messages. This type of service request management is disorganized, inefficient, and makes it easy for requests to be ignored or forgotten.

Comparing your service request management practices against best practices helps you identify shortcomings and areas for improvement. While the best practices listed in this article may not apply to every organization or industry, they are intended to help guide the continuous improvement of your maintenance management process.

Service Request Management Best Practices

Below are multiple ways you can improve your service request management process.

Implement Service Request Management Software

As you may have already experienced, trying to manage service requests without a formal system in place is challenging, if not impossible. Service request management software provides a single system for submitting and managing service requests, benefitting both requesters and administrators alike. Maintenance teams commonly use the service request management features of computerized maintenance management system (CMMS) software to manage requests.

For requesters, a CMMS provides a direct line of communication with the maintenance team. Requesters submit requests using a simple online form accessed from a web browser or mobile app. Some systems allow requesters to log in to check the status of their requests. Automatic notifications can also be configured to communicate a request’s status to requesters as it changes.

For the maintenance team, CMMS software creates a single channel for receiving service requests, reducing the amount of phone calls, emails, and other interruptions. The request form can be customized to capture the exact information needed to evaluate and prioritize the requested work, reducing the amount of back and forth between the maintenance team and requesters.

By managing service requests within a CMMS along with other maintenance data, you can make better decisions about fulfilling requests including how the work fits in with the rest of the maintenance schedule and who should perform the work. You can also use asset data to see the last time maintenance was performed on the asset, what was done, and decide whether changes are needed to the asset maintenance strategy.

Make Request Submission Easy

Provide requesters with an easy way to submit service requests to the maintenance team. We’ve already discussed using a CMMS for this purpose, but other methods may include using a standalone web form, PDF, or even paper form.

No matter the format, requesters should be able to easily complete the form with ease while also providing you with enough information needed to address the request. This can mean reducing the amount of information the requester has to provide. Some organizations only care to capture contact information and a description of the problem, for instance. Service request management software can automate some data entry based on information such as who is logged in and their location.

Automate Service Request Notifications

Communication is not a strength of many maintenance teams, especially when it comes to following up with requesters. People who need maintenance assistance want their request to be acknowledged and to know how close their request is to being completed. CMMS software automatically sends status update notifications to requesters, providing such transparency. Maintaining good communication builds trust between the maintenance department and requesters.

Notifications are useful for the maintenance team as well. Service request notifications can notify administrators when new service requests have been received, reviewed and approved, or rejected. Many systems automatically route the request to the appropriate administrator based on the asset or location identified in the request. Notifications also alert technicians when they are assigned to service requests (or work orders generated from service requests).

Prioritize Service Requests

Responding to service requests in the order in which they are received is not an effective use of maintenance resources. Managing requests on a “first come, first served” basis causes the maintenance team to focus on minor tasks when more urgent needs exist. Instead, prioritize requests based on their severity. Common priority levels include: emergency, high, medium, and low. Your organization should decide the requirements for each level.

Another way to prioritize requests is by the type of requester. Depending on your industry, you may treat requests from tenants, employees, or customers differently. Similarly, the type of asset may determine a request’s priority. For example, repairing production equipment takes precedence over an HVAC filter change.

Regularly Review Common Service Requests

Reviewing historical service requests in a CMMS makes it possible to look for patterns in what maintenance issues come up again and again. If the same issues arise multiple times, there is an opportunity to reduce them through increased preventive maintenance (PM). Having service request and preventive maintenance data together in a CMMS makes it easy to adjust the maintenance schedule to your needs.

Track Service Request Management KPIs

Maintenance management reports allow you to track key performance indicators (KPIs) related to your service request management process. Each organization may track different metrics related to their service requests. Examples of common service request KPIs are listed below:

  • Average service request response time
  • Number of service requests in the backlog (i.e., the number of open requests)
  • Customer satisfaction rating
  • Total number of completed service requests
  • Percentage of service requests completed on time

Stay on Top of Service Requests with FTMaintenance Select

Service requests bring visibility to maintenance needs throughout the organization. Without an effective service request management system, it’s easy for requested maintenance work to fall by the wayside. FTMaintenance Select provides a powerful service request management platform for creating, managing, and fulfilling service requests. Schedule a demo to learn more.

FTMaintenance Select v.2.0.1.9 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v2.0.1.9, which incorporates the following:

Features

  • Invoicing
    • Generate and manage invoices.
    • Create and issue invoices based on work orders.
  • Notifications
    • Notify users of Service Request and Work Order events using text message (SMS) and push notifications.
  • Inventory Management
    • Pull inventory items to work orders.
    • Restock inventory items from work orders.
  • Work Order Management
    • Track work order part, tool, and labor costs.
  • User Management
    • Identify an FTMaintenance Select user as a Labor Resource, Vendor, or Employee.
  • Reporting
    • Generate a report that displays planned versus actual work order completion.
    • Generate a report that displays a Pareto chart of the top ten assets by labor hours.
    • Generate a report that displays a list of work order labor hours by labor resource.
    • View requester information on Work Order Form.

Solutions

  • The Equipment Service History menu link now works as expected.
  • All required fields are now displayed on the Create transaction page, allowing the transaction to be performed successfully.
  • The work order Print button now works as expected.
  • Corrected an issue that prevented Parts from being created from a Work Order.
  • Corrected an issue that prevented Tools from being created from a Work Order.
  • The Active Work Order List report now correctly displays data for Asset fields, Work Order dates and times, Customers, Labor Resources, and Locations.
  • The Past Due Work Order List report now correctly displays data for Asset fields, Work Order dates and times, Customers, Labor Resources, and Locations.
  • Recurring work order appointments now properly display on the Global Schedule after a date change is applied to a single appointment in the series.
  • Part numbers now display correctly after being added to a Work Order.
  • An asset’s Status can now be updated without providing a Status Reason.
  • Part records can now be edited from the Work Order.
  • Corrected an issue that caused Inventory Group records to disappear when clicked.
  • Geofence Radius is no longer required when adding GPS Coordinates to a Location.
  • Improved usability and presentation of Active Work Order List.
  • Improved usability and presentation of Past Due Work Order List.
  • Corrected an issue that prevented labor resources from being selected when creating a labor log.
  • Corrected an issue that prevented user from viewing the details of a closed Work Order from the Recently Closed work order grid on the FTMaintenance Select Home.
  • Corrected an issue that caused an error when selecting a value from the Item will be Measured In field on an Inventory Item record that represents a Building, Facility, or Property.
  • The Item Will Be Measured In field now works as expected on Inventory Item records for Buildings, Facilities, and Properties.
  • Values contained in specific drop-down lists are now ordered alphabetically.
  • The Transaction History grid now properly displays additional columns.
  • Inventory Item data now properly appears when selected as part of a Transaction.
  • Corrected an issue that prevented users from emailing a work order.
  • Corrected an issue that prevented a Country from being saved on a Manufacturer.
  • Corrected an issue that prevented the Phone Number from being saved on a Vendor.
  • Corrected an issue that caused Vendor records to be hidden when using the search bar on the Vendors.
  • Corrected an issue that prevented data from being displayed on the Facilities.
  • The MM user account can now be updated.
  • The Quantity Used for this Work Order field can now be populated when adding a one-time Part to a Work Order.
  • The Location table now correctly displays the Location Type.
  • Customer data is no longer cleared when cancelling an update to a Customer record from a Work Order.
  • Standardized text message notification recipient Phone Number.
  • Location data is no longer cleared when cancelling an update to a Location.
  • Corrected an issue that caused an error when deleting some Part and Tool records from Work Orders.
  • Guest requesters can now successfully log in to the standalone FTMaintenance Select Service Request.
  • The Assets tab can now be hidden from Work Orders.
  • Part numbers can now be updated from a Work Order.
  • Corrected an issue that prevented new Sales Representative records from being created by clicking a menu link.
  • Corrected an issue that prevented the default “Main” Inventory record from being updated.
  • Corrected an issue that prevented text message notifications from being properly set up.
  • Improved the layout of the Planned vs. Actual Work Order Completion and Work Order Labor Hours by Labor Resource.
  • Corrected an issue that prevented report downloads from being canceled.
  • Corrected an issue that prevented service request configuration settings from being saved.
  • The work order and service request Asset lists now only display maintainable assets.
  • Corrected an issue that prevented new Users from being created.
  • The service request Attachments grid now displays the attachment Name and Upload Date.
  • Service Requests can now be emailed successfully.
  • Work Order History records now contain Attachments.
  • A Status Reason can now be added to a Service Request with a status of Information Requested and Rejected.
  • Corrected an issue that resulted in data loss after saving a new Sales Representative.
  • The values for a tracked part’s Quantity on Hand and Quantity Available fields now display when adding a Part to a Work Order.
  • New Recipients can now be created in Notifications without error.
  • Improved stability of the work order Tasks.
  • Users can now access their User record from a main menu link.
  • Corrected an issue that prevented a Unit of Measure from being selected when adding a new Part to Inventory.
  • Corrected an issue the prevented previous data from being cleared when creating an Aisle, Rack, Shelf, or Bin.
  • Corrected an issue that prevented records from being displayed in the Stockroom Items.
  • Corrected an issue that prevented users from viewing the details of a Work Order History record if the Work Order contained one-time Parts.
  • The Locations list no longer displays Stockroom records multiple times.
  • Stocking Location records are now properly nested under their corresponding Stockroom in the Locations.
  • Corrected an issue that caused an error when viewing an Inventory’s.
  • Corrected an issue that caused an error when attempting to edit a Model via the Model dropdown list.
  • Corrected an issue that caused an error when attempting to edit an Asset Category via the Asset Category dropdown list.
  • New Part records are now set to “Non-Maintainable” by default.
  • Corrected an issue that prevented Service Requests from being sent to specified Recipients.
  • Corrected an issue that prevented Attachments from being added to Service Requests.
  • Work Orders with a Status of “Completed” can now be transitioned to “Active”.
  • Corrected an issue that caused inaccurate values for an Inventory Item’s Quantity Available when tracking the Inventory Item in multiple locations.
  • Corrected an issue that prevented a Stockroom/Storage Location from being added to an Inventory Item record following creation.
  • Standardized report naming convention.
  • Inventory Items record’s Unit of Measure now defaults to “Each”.
  • Corrected an issue that prevented users from editing an Inventory Item from a Stockroom.
  • Corrected an issue that caused the Reactivated Work Orders list to display Work Orders with other statuses.
  • Work Orders with a Status of “Skipped” can now be unskipped.
  • Corrected an issued that caused deselected Assets to be added to Service Requests.
  • Users can now be defined as a Labor Resource, Vendor, or Customer.
  • Corrected an issue that prevented a Service Request Attachment’s name and upload date from being displayed.
  • Work Orders can now be printed using the Additional Actions dialog box.
  • The Planned vs. Actual Work Order Completion report no longer displays work orders with a Status of “Draft” or “Skipped”.
  • Corrected an issue that prevented new Recipients from being added to Work Order and Service Request Notifications.
  • Standardized requirements for creating User.
  • A User Group’s Creation Date is no longer editable.
  • Improved layout of Inventory Item record fields.
  • Improved workflow of updating Service Request.
  • Corrected an issue that prevented data from being displayed when editing a Work Order.
  • Corrected an issue that prevented Work Orders from being updated.
  • Corrected an issue that allowed guest requesters to access FTMaintenance Select.
  • Locations can now be removed from service requests.
  • Attachments can now be added to service requests without errors.

What is Risk-Based Maintenance? A Step-by-Step Guide to Implementing RbM

An industrial boiler in a building interior, managed using risk-based maintenance

The overarching goal of maintenance management is to minimize unexpected equipment failures in a cost-effective manner. Risk-based maintenance (RbM) is an approach that uses an asset’s risk of failure to allocate maintenance resources. This article provides an overview of risk-based maintenance.

What is Risk-based Maintenance?

Risk-based maintenance (RbM) is a maintenance methodology that uses risk assessment principles to optimize maintenance tasks and the allocation of resources. It involves systematically identifying an asset’s criticality, failure modes, and risk of failure to create a maintenance plan that minimizes the risk of failure.

Using a risk-based maintenance approach, maintenance efforts are redirected from assets with the lowest risk of failure to those assets with the greatest failure risk. High-risk assets vary by industry and organization. Examples include:

  • Major systems (e.g., electrical, plumbing, HVAC, etc.) in buildings and facilities
  • Vital production lines in manufacturing plants
  • Heavy equipment used in infrastructure construction and maintenance
  • Fleet vehicles used to transport goods

Why Risk-based Maintenance is Important

Unplanned downtime is a major cost for businesses. In fact, studies have found that unplanned downtime events cost as much as $250,000 per hour and reduce productivity by as much as 20%!

To minimize such losses, maintenance teams employ a variety of maintenance strategies and techniques, but are pressured to do so at a low cost. This prompts organizations to evolve their maintenance strategies beyond traditional corrective maintenance (CM), time-based maintenance (TbM), and preventive maintenance (PM).

Risk-based maintenance provides organizations with a systematic way to determine the type and frequency of maintenance each asset receives. Instead of wasting time and energy maintaining equipment that doesn’t need it (which can actually do more harm than good), organizations can allocate sufficient maintenance resources to assets whose failures have the most impact on the organization.

Other Ways to Improve Reliability

There are many ways that organizations can improve reliability while also lowering maintenance costs. Risk-based maintenance is just one such approach. Others include:

Is Risk-based Maintenance Right for Me?

A risk-based maintenance approach might be a fit for your organization if it:

  • Relies on highly expensive equipment that is difficult to replace
  • Manages a tight maintenance budget or limited maintenance resources
  • Owns remote assets that make regular maintenance difficult due to travel requirements
  • Runs mission critical equipment where there are no viable alternatives or substitutes
  • Wants to improve return on investment (ROI) by optimizing its current maintenance plan

How to Implement Risk-Based Maintenance

Conducting a risk-based maintenance assessment is a systematic process, meaning that there is a generally accepted sequence of steps to follow. The two main parts of this process are: 1) performing a criticality analysis, and 2) performing a risk assessment.

Before we start, it is important to note that implementing risk-based maintenance is a technical process that involves getting input from a cross-functional team including operations, maintenance, engineering, safety, and others.

The following steps outline a simplified version of a risk-based maintenance methodology. Readers seeking a more robust, thorough explanation should refer to the ISO 31000 standard on risk management or the United States Department of Defense standard MIL-STD-1629A.

Step 1: Gather Maintenance Data

 In order to implement risk-based maintenance, you need to gather asset data such as:

This information is readily available in most computerized maintenance management system (CMMS) software. If you are not familiar with what a CMMS is, read our What is a CMMS? article or view our handy infographic.

Step 2: Determine Asset Criticality

Industrial boiler in a facility determined to be critical equipment under risk-based maintenance

Risk-based maintenance prioritizes maintenance work to critical assets. Criticality is a measure of an asset’s importance to the organization. Critical assets generally affect an organization broadly or represent a single point of critical failure. For example, a boiler is critical to the operations of a facility.

Organizations use a criticality analysis to evaluate the severity asset failure has on the organization. A common tool for performing a criticality analysis is a criticality matrix, like the one shown below. Failure events are ranked on the matrix by severity in multiple categories such as safety, production, and cost.

Since there are multiple ways an asset can fail, each carrying a different amount of risk, you need to set a baseline. Choose one failure event that you deem plausible to occur and that has the most severe consequences. Use the matrix to rate the failure on each category.

Matrix ranking severity of failure for 5 different categories on a 1 – 5 scale for risk-based maintenance

(Click to enlarge)

 

These ratings are used to generate an asset criticality rating (ACR). The ACR can be calculated by multiplying the ranking in each category together, adding the scores together, or simply taking the highest score in any category.  For example, suppose the severity of a failure is rated as follows:

  • Safety = 2
  • Environmental = 1
  • Production = 3
  • Equipment = 1
  • Cost = 1

Therefore, the ACR would be:

  • 6, if multiplying (2 x 1 x 3 x 1 x 1 = 6)
  • 8, if adding (2 + 1 + 3 + 1 + 1 = 8)
  • 3, if taking the highest categorical rating (Production, in this example)

Whichever way you choose, a higher score means the asset is more critical, relative to the others you’ve analyzed. Record this score, as it will be used in a later step.

Step 3: Determine the Likelihood of Failure

Once criticality is known, you determine the probability of failure. As with criticality, rate the likelihood of failure on a scale of 1 to 5 (or use a larger scale if you prefer). The example below uses a 5-point scale, where:

  • 1 = Very unlikely to fail (Expected to fail less than once every 2 years, on average)
  • 2 = Unlikely to fail (Expected to fail less than once per year, on average)
  • 3 = Occasional failure (Expected to fail 1 – 2 times per year, on average)
  • 4 = Likely to fail (Expected to fail more than twice per year, on average)
  • 5 = Fails frequently (Expected to fail frequently)

Record this score.

Step 4: Calculate the Risk Priority Number

A risk priority number (RPN) is a numerical value that quantifies an asset’s risk of failure. It is calculated by multiplying the asset criticality rating by the probability of failure rating. More advanced calculations also factor in a detection rating, which quantifies the likelihood of detecting an imminent failure before it occurs. For our purposes, we will ignore detection.

The table below shows the calculated risk priority number for 3 different assets.

Chart showing the calculated risk priority number for multiple asset failures.

In this example, the severity of failure was determined by using the highest severity rating score in any given category from the criticality matrix shown earlier. The probability of failure follows the 5-point scale from the previous step.

Step 5: Analyze Your Findings

 Based on the RPN calculations above, we can draw the following conclusions:

  • Asset 1 is the most likely to fail, but the consequences are relatively minor. It is possible that reliability issues are due to aging equipment or inadequate preventive maintenance, but further investigation is needed.
  • Based on its RPN, Asset 2 carries the least amount of risk. However, while the probability is low, the severity is high. In this case, the failure is worth preventing.
  • Asset 3 carries the most risk, according to its RPN. Failure happens on a regular basis and leads to relatively severe consequences. You should prioritize this asset.

Step 6: Prioritize Asset Failures

Risk priority numbers make it easy to compare the risks that failures pose, relative to one another – but which failures require action? One tool that can be used is a risk matrix, like the one shown below.

Risk matrix comparing a failure’s severity and probability.

This grid shows all possible risk priority number scores using a 5-point scale, color-coded by risk level. Find where your severity and probability ratings intersect to determine the RPN and observe the color code.

In this grid, scores in green represent assets with the lowest amount of risk and of low priority. Yellow and orange scores represent assets that are low to medium risk and medium to high risk, respectively. A score in red indicates that asset failure carries high risk and should be a priority for the maintenance team to address.

While the matrix is a useful decision-making tool, it should not replace other evaluation. Recall the RPN for Asset 2 from earlier. Asset 2 has an RPN rating of 5 which, according to the matrix, makes it low priority. However, its severity is rated as a 5. Even if you do not expect this failure to occur, it is still worth trying to prevent, especially if it may cause fatal injuries, destroy the equipment, or create an environmental crisis.

Step 7: Create a Risk Mitigation Plan

Now that you’ve identified which asset failures pose the biggest threat to the organization, it’s time to create a maintenance plan to prevent future failures. The most common maintenance techniques are:

When deciding which technique to use, consider the following questions:

  • What maintenance resources do I currently have?
  • What are the manufacturer’s maintenance recommendations?
  • How old is the asset and what is its life expectancy?
  • What is the cost to replace the asset?
  • Is it cost-effective to prevent the failure?
  • What is the risk of not preventing this failure?
  • What other changes do I need to make to support this strategy?

Read also: Keeping Assets Healthy: A Complete Guide to 4 Types of Maintenance

Step 8: Continuously Improve

Optimizing your maintenance program following a risk-based approach is not a one-time event. You should update criticality and risk ratings as your key asset management metrics improve. After you address assets with the highest risk, you’ll be able to turn your focus to new assets and repeat the process over and over again. This process can also be used to prioritize specific failure events within the same asset group.

Risk-based Maintenance and CMMS

CMMS software enables you to easily collect, store, and track maintenance data required to perform a risk-based maintenance assessment.

In terms of criticality, a CMMS provides access to asset service history, work orders, and historical performance data which help you select assets for analysis. Downtime tracking and maintenance reports provide further insight into the effects of failure. CMMS software also provides useful asset data including:

In terms of risk, or the probability of failure, a CMMS provides useful information including historical asset data and measures of reliability such as Mean Time Between Failure (MTBF) calculations.

Lower the Impact of Asset Failure with FTMaintenance Select

Risk-based maintenance provides a structured process for allocating maintenance resources to the failures that most threaten your organization. FTMaintenance Select provides a powerful platform for planning, managing, and tracking your maintenance program, enabling you to make data-driven decisions that lower the risk and reduce the consequences of asset failure. Request a demo today to learn more about how to get started with FTMaintenance Select.

What is Fleet Maintenance Management?

A commercial truck in a fleet being maintained before going back out on the road to deliver goods.

Businesses of every size rely on fleet vehicles to conduct business. Whether they’re large semi-trucks or boats that deliver goods, buses and taxis that transport people, or farming equipment that harvests crops, the condition of fleet vehicles greatly impacts the bottom line. Without the right technology in place, fleet maintenance is challenging. This article provides an overview of fleet maintenance management and how it is made easier with computerized maintenance management system (CMMS) software.

What is Fleet Maintenance Management?

Before launching into a discussion about fleet maintenance management, let’s first examine the broader scope of fleet management. Fleet management consists of actions taken to remove or minimize risks associated with fleet vehicle investment, improve efficiency and productivity, and reduce overall transportation costs. In general, any activity that relates to the value or use of vehicles can be considered fleet management. These activities include managing:

  • Vehicle acquisition, sales, leasing and financing, and remarketing
  • Maintenance and repair
  • Fuel consumption and fuel costs
  • Vehicle titles, licenses, and registration
  • Electronic Logging Device (ELD) and Hours of Service (HOS) compliance
  • Insurance and protection
  • Driver safety and retention
  • Fleet data collected through telematics systems
  • Dispatching and route optimization

Fleet maintenance management is the process of maintaining and repairing vehicles in order to maximize availability, improve performance, and minimize costs. While the primary goal of fleet maintenance is to improve the effectiveness and safety of vehicles, it also has far-reaching effects in other aspects of fleet management. For example, well-maintained vehicles use fuel more efficiently, thereby reducing fuel consumption and costs.

Learn more about the benefits of using CMMS for fleet maintenance management

Importance of Fleet Maintenance Management

Today’s fleet management organizations face many challenges, including an increased focus on driver safety, the digitization of vehicles, fuel price volatility, and tightening regulatory requirements. Meeting these challenges requires

Keeping Drivers (and Others) Safe

A properly maintained vehicle is safer for drivers as well as others with whom they share the road. Drivers feel more comfortable and confident knowing their vehicle has been inspected and will work predictably (barring any unexpected events).

A well-thought-out fleet maintenance schedule reduces the likelihood of breakdowns and accidents. Many common causes of vehicle crashes, such as blown tires, can be prevented through proper fleet maintenance.

Fleet maintenance also helps organizations comply with regulatory requirements from the U.S. Environmental Protection Agency and U.S. Department of Transportation related to pollution, greenhouse gas emissions, and air quality among other safety issues. These standards help ensure a safe and clean environment for current and future generations.

Lowering Operational Costs

When vehicles aren’t on the road, the organization isn’t making money. Vehicles that experience downtime due to unscheduled repairs, emergency service, or accidents cannot service the organization. This leads to the risk of late deliveries and tarnishes the reputation of the business. Frequent, unplanned maintenance issues also affect the longevity of vehicles, which may require them to be replaced sooner than expected.

Scheduled maintenance activities reduce operational costs by helping organizations avoid more costly repairs. Regular preventive maintenance (PM) is much easier to carry out, cheaper in the long run, and can help catch small issues before they evolve into more serious problems. Further, well-maintained vehicles will have a longer life span, spend more time on the road, and increase fuel economy.

In addition, vehicles that undergo regular maintenance have a better chance of getting good results and safety approvals following inspections and testing, shielding the organization from compliance issues.

Boosting Profitability

Any number of variables can affect the bottom line, but many of them lead back to the quality of fleet maintenance. Managing a fleet of reliable, well-looked-after vehicles helps you maximize productivity and profitability.

Organizations that deliver goods on time and dispatch service quickly, while keeping their employees and others safe, build better reputations and trust with their business partners and consumers. Maximal operations combined with lowered operational costs leads to higher profit overall.

What Industries Practice Fleet Maintenance Management?

Any organization that relies on vehicles to do business engages in some sort of fleet maintenance management. Examples include:

Fleet Maintenance Management Roles and Responsibilities

There are many stakeholders who contribute to successful fleet maintenance: fleet managers, drivers, and maintenance technicians/mechanics.

Fleet Managers

Among their many responsibilities, fleet managers are responsible for developing maintenance plans for fleet vehicles such as trucks, boats, and buses. Each type of vehicle requires unique maintenance tasks on specific schedules. The maintenance plan must also be flexible to account for maintenance needs discovered by drivers, through telematics systems, or through other planned maintenance activities.

Drivers

Because drivers spend most of their time in the vehicle, they are the most familiar with how it should function. They are best equipped to notify the fleet manager or maintenance team of any abnormalities, warnings, or signs of wear. Drivers also assist with identifying maintenance needs by performing frequent visual inspections and reporting any issues they discover. If not done automatically, drivers may record mileage for runtime-based preventive maintenance.

Maintenance Technicians/Mechanics

The most prominent role in fleet maintenance management is of course, the fleet mechanic or maintenance technician. People in this role are responsible for performing repairs and maintenance on fleet vehicles.

Mechanics may be internal or external to the organization. Larger organizations may benefit from having one or more dedicated fleet maintenance personnel on staff. On the other hand, fleet maintenance functions may be outsourced to another organization that specializes in fleet maintenance or the maintenance of certain vehicle types or manufacturers.

Fleet Maintenance Management Software

Computerized maintenance management system (CMMS) software is one tool fleet maintenance organizations use to manage fleet maintenance. Using CMMS for fleet maintenance management provides many benefits.

Improve Maintenance Planning and Scheduling

CMMS software stores critical information about vehicle assets, including their related parts and maintenance tasks. With all information together in a single platform, fleet managers can easily view what assets are available for maintenance, which required parts are in stock, and who is qualified to perform the job. Technicians also have access to maintenance history to troubleshoot non-standard maintenance issues.

Scheduling functionality allows you to view upcoming maintenance activities, and decide when work should be done and who will do it. Many systems allow maintenance to be scheduled based on calendar date, runtime (or mileage), or a combination of both.

Streamline Preventive Maintenance Procedures

CMMS software for fleet maintenance management allows for the creation of reusable preventive maintenance (PM) work order templates. These templates allow you to enter the work order details once, and automatically generate future work orders complete with all relevant information. This is especially helpful when creating work orders for recurring maintenance tasks such as inspections.

Reusable tasks also make it easy to create and update maintenance procedures. Providing technicians with step-by-step instructions for performing fleet maintenance ensures that work is performed the same way each time, no matter who is doing it. If changes are needed, updates can be made once and applied system-wide.

Simplify Spare Parts Management

Effective MRO inventory management is a key element of a cost effective fleet maintenance program. A CMMS automates inventory counts, helping fleet managers forecast demand and ensure parts are in stock when needed. The system also stores information about parts suppliers and service providers, making it quick and easy to reorder parts when needed.

Track Employee Qualifications

CMMS software tracks valuable data about your biggest assets – your people! Fleet managers can track auto mechanic certification levels, ensuring that technicians are qualified to perform required maintenance work. In addition, organizations can store employee pay rate information, useful when billing clients for fleet management services.

Quickly Access Maintenance Documentation

Vehicles are complex machinery. Being able to access owner’s manuals and maintenance documentation is a boon to mechanics. A CMMS allows you to create a digital maintenance library containing quick access to important maintenance and safety documentation. In addition, technicians are able to add images and videos to supplement text-based work order or asset documentation.

Make Better Repair vs. Replace Decisions

Fleet maintenance software such as a CMMS system helps fleet managers gain visibility into vehicle condition operations through data analysis and reporting. The software leverages comprehensive data on assets to generate maintenance reports that allow you to assess vehicle condition, justify replacement, or modify the maintenance schedule.

Keep Vehicles Ready for the Road with FTMaintenance Select

Proper fleet maintenance management is necessary for any organization that relies on vehicles, from a small business with a handful of delivery vehicles to large corporations that maintain an entire fleet. CMMS software like FTMaintenance Select is an essential tool for tracking, documenting, and managing fleet maintenance. Schedule a demo today to learn more about how FTMaintenance Select makes fleet maintenance more efficient and effective.

What is a Barcode System?

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

When you think of a barcode system, your first thought is probably a cashier scanning items at the checkout lane at a grocery store. However, the use of barcodes is not limited to a retail environment. Many organizations use a barcode system to improve their asset and inventory tracking practices. This article provides an overview of the main components of a typical barcode system.

What is a Barcode System?

A barcode system is a network of hardware and software used to automate data collection through the use of barcodes. It consists of barcodes, barcode scanners, barcode printers and labels, and barcoding software. For maintenance management purposes, barcoding capability is usually a feature of computerized maintenance management system (CMMS) software.

There are many applications of barcoding in maintenance management, but among the most common uses are asset tagging and MRO inventory management.

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 are generated by barcoding software and printed onto labels using a specialized printer. Each of these components is covered elsewhere in this article.

How Do Barcodes Work

Barcodes are used to represent information that uniquely identifies an asset, such as a name or number. The combination of black and white spaces represents alphanumeric characters that follow preset rules depending on the type of barcode and barcode font being used. When scanned with a laser light from a barcode scanner, the encoded information is translated into readable data.

Types of Barcodes

Examples of 1D and 2D barcodes, including Code 128, Code 39, UPC, and QR

Clockwise from top left: Code 128, 1D; Code 39, 1D; Quick Response (QR) code, 2D; Universal Product Code (UPC), 1D

 

Barcodes are categorized as either 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.

Within each barcode category are multiple different types of barcodes. Each type of barcode differs in terms of the amount of information it holds, while also considering factors such as business application, type of product, label size, and region where the business operates. Listed below are the most commonly used types of barcodes.

1-dimensional Barcodes

  • Code 39: Oldest type of barcode; number can be any length that fits on the label
  • Code 128: Derived from the American Standard Code for Information Exchange (ASCII) 128 character set (encoding standard for electronic communication); compact and can automatically be switched to shortened version to optimize length
  • Interleaved 2 of 5: Numeric only barcode used for encoding pairs of numbers, so digits must be even
  • Universal Product Code (UPC): Found on nearly every retail item, originally created for grocery stores for quick receipt printing and inventory tracking; must be 11 characters
  • EAN: Subset of UPC, used by booksellers, libraries and universities for book tracking; created from 13 digit ISBN numbers

2-dimensional Barcodes

  • QR: Newest type of barcode; is used to link to web pages, add contacts, scan event tickets, and much more
  • 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.

Wired Barcode Scanners

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

Wired barcode scanners are commonly used in retail settings to scan barcode labels on larger items that do not fit on the checkout lane belt. They are handheld, but have a cradle like a phone and are connected with a cord.

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 tend to be viewed as more cumbersome and 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 an asset management and MRO inventory management environment. Like wired scanners, they are handheld and have a cradle, but are not attached with 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.

The ultimate wireless scanner is a mobile computer with an integrated scanner. These devices 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.

Barcode Printers and Labels

In order to use barcodes, you must be able to print them. 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. They must withstand different operating environments such as hot, cold, dusty, or wet locations.

Barcode Software

Barcode software generates 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.

Barcoding with FTMaintenance Select

FTMaintenance Select barcode capability saves you time in identifying your assets and introducing a high level of accuracy into your organization’s everyday data entry activities. Leverage our consulting services to explore how you can integrate a barcode system into your existing inventory management, asset management, and work order management processes. Contact us today to learn more about the FTMaintenance Select barcode system.

What is Safe Quality Food Certification?

Loaves of bread, which meet Safe Quality Foods standards, coming down a conveyor belt.

Food and beverage manufacturers must comply with myriad food safety and quality requirements. In addition to regulations required by law, organizations throughout the food supply chain are also required to meet additional food safety standards in order to do business. Safe Quality Food (SQF) is one such example. This article provides an overview of SQF and how computerized maintenance management system (CMMS) software can help organizations achieve SQF certification.

What is Safe Quality Food (SQF)?

Safe Quality Food is a food safety management certification used to control food safety risks, and is managed by the Safe Quality Food Institute, a division of the Food Marketing Institute (FMI). SQF standards are based on Hazard Analysis and Critical Control Point (HACCP) guidelines, which focus on analyzing and controlling food safety hazards. In addition, SQF incorporates principles laid out in the ISO 9001 standards, the international standards and requirements for quality management systems (QMS).

Originally developed in Australia in 1994 as one set of food safety standards, SQF has evolved into a suite of standards that encompass the entire food supply chain including:

  • Food, ingredient, and food packaging manufacturing
  • Consumer products packaging
  • Animal feed and pet food manufacturing
  • Storage, transportation, distribution, and logistics
  • Catering operations
  • Agricultural packing and farming

Today, SQF standards are recognized by the Global Food Safety Initiative (GFSI) as a benchmark certification program for the food and beverage industry. While it is not required by law to obtain SQF certification, many retailers and manufacturers require it from their business partners.

SQF Certification

SQF-certified organizations are ones that have successfully implemented a food safety and quality program that meets SQF standards. Organizations can obtain 3 levels of certification, described below. Note that each higher certification level encompasses all the standards and requirements of that level and the level below it.

  • Level 1 SQF certification addresses issues related to basic food safety, and covers Good Agricultural Practices (GAPs), Good Manufacturing Practices (GMPs), and Good Distribution Practices (GDPs).
  • Level 2 SQF certification covers HACCP-based food safety planning.
  • Level 3 SQF certification focuses on food quality as well as food safety.

As mentioned earlier, SQF certification is typically required by an organization’s business partners. They dictate the level of certification needed. Therefore, it is important for organizations to know their firmographic (basic information about their business-to-business partners and vendors), and requirements of other companies with whom they work.

SQF Certification Process

According to the Safe Quality Food Institute, the SQF certification process involves the following steps:

  1. Learn about the SQF code
  2. Register your company in the SQF assessment database
  3. Designate an SQF practitioner
  4. Choose the level of certification
  5. Obtain proposal from SQF-licensed certification bodies
  6. Conduct a pre-assessment (optional)
  7. Choose a certification body and schedule an audit
  8. Conduct the certification audit

Since the results of SQF certification are tied to food safety, the certification process is necessarily rigorous, taking between 6 months and 2 years. This timeline depends on many factors including existing certifications, level of certification to be achieved, training, dedicated resources, and availability of outside assistance, if necessary.

The Role of Maintenance in SQF Certification

By nature, maintenance activities introduce multiple risks to food safety and quality. For example, employees may contaminate equipment surfaces that touch food. Parts, tools, or debris can fall into product if equipment and openings are not properly covered. Bacteria or pests may make their way into food production or storage areas if not properly managed.

To help their organization meet SQF and other quality management requirements, maintenance departments must carefully plan, schedule, perform, and document maintenance work. These tasks are especially challenging for organizations that rely on manual maintenance tracking systems, which is common in the maintenance industry.  However, the SQF certification process necessitates the implementation of a well-organized maintenance management system, such as computerized maintenance management system (CMMS) software.

Further Reading: Why Food and Beverage Manufacturers Need to Invest in a CMMS

CMMS and Safe Quality Food Compliance

CMMS software addresses many maintenance management needs of organizations pursuing SQF certification.  Let’s take a look at a few examples from the SQF Food Safety Code for Manufacturing, Edition 9, Part B, Module 11, Section 11.2 and discuss how a CMMS can be used to meet the standard. The latest SQF codes are available on the SQFI website.

11.2.1.2: Routine maintenance of plant and equipment in any food processing, handling, or storage areas shall be performed according to a maintenance control schedule and recorded. The maintenance schedule shall be prepared to include buildings, equipment, and other areas of the premises critical to the maintenance of product safety.

This standard has to do with preventive maintenance (PM). It says that routine maintenance for food manufacturing assets should be scheduled and documented. CMMS software offers powerful work order scheduling functionality, with the ability to customize maintenance schedules to virtually any date-based or run-time based schedule. When work orders are completed, the system automatically creates a maintenance history for the asset.

11.2.1.3: Failures of plant and equipment in any food processing, handling, or storage areas shall be documented and reviewed, and their repair(s) incorporated into the maintenance control schedule.

This standard addresses how to manage asset failures. In addition to planned maintenance, CMMS software tracks corrective maintenance (CM) events as well. Unplanned CM is carried out in response to failures, with the work order serving as documentation of such failures. Organizations that perform advanced failure analysis may also track asset failures using CMMS failure codes.

The second part of this standard states that the resolution of a failure must be worked into the maintenance schedule. This work usually takes the form of a proactive maintenance technique such as preventive or predictive maintenance (PdM). CMMS software makes it easy to create new recurring work orders and adjust future schedules accordingly.

11.2.2.3: Maintenance staff and contractors shall remove all tools and debris from any maintenance activity once it has been completed, and inform the area supervisor and maintenance supervisor, so appropriate hygiene and sanitation can be conducted and a pre-operational inspection completed prior to the restarting of site operations.

As described earlier, maintenance personnel present a high risk of contaminating food products simply by doing their jobs. Standard 11.2.2.3 addresses issues that may arise after maintenance work is complete. It requires technicians to check the area for any parts and tools involved in the repair, clean any dirt or debris from the asset, and notify another person when work is complete. Organizations may document clean-up procedures by creating PM tasks or attaching relevant documentation to work orders.

Achieve SQF Certification with the Help of FTMaintenance Select

FTMaintenance Select allows organizations in the food and beverage industry to maintain their equipment and facility assets while ensuring the safety and quality of food products. It provides a single platform for planning, scheduling, documenting, and optimizing maintenance activities and tracking maintenance resources. Schedule a demo today to learn more about how FTMaintenance Select can help you meet SQF requirements.

FTMaintenance Select v.1.2.3.0 Release Notes

FasTrak SoftWorks, Inc. is pleased to announce the release FTMaintenance Select v1.2.3.0, which incorporates the following:

Solutions

  • Work orders can now be created for a date/time before the current date/time from the Global Schedule.
  • The Work Order Form report now displays values for Location.
  • Asset Status and Asset Reason now display on the Equipment grid on the Equipment Under Maintenance
  • The Past Due Work Order List report can now be queried by Work Order Description.
  • The On Time Maintenance Report can now be queried by Work Order Number.
  • Corrected issues related to one-time Parts on Work Orders:
    • The Description field now displays the description entered by the user when creating or viewing the work order.
    • The Unit Price now displays the correct value when creating or viewing the work order.
    • The Quantity Allocated now displays the correct value when creating or viewing the work order.
    • The Quantity Used now displays the correct value when viewing the work order.
  • Corrected issues related to one-time Tools on Work Orders:
    • The Description field now displays the description entered by the user when creating or viewing the work order.
    • The Unit Price now displays the correct value when creating or viewing the work order.
    • The Quantity Allocated now displays the correct value when creating or viewing the work order.
    • The Quantity Used now displays the correct value when viewing the work order.
  • A unique name is no longer required to create a one-time Part, Tool, or Task.