Author: Ethan Wilke

Mobile Devices for Maintenance Teams: Choosing Rugged Hardware That Lasts

Two technicians view mobile CMMS software on a rugged tablet in front of an asset.

Mobile computerized maintenance management system (CMMS) software is becoming a critical tool for today’s maintenance teams, enabling technicians to manage their daily tasks from virtually anywhere. While it might be tempting to rely on personal smartphones, tablets, or laptops to access maintenance data, many organizations quickly discover that consumer-grade devices can’t survive harsh industrial environments.

To address this, many technology manufacturers offer rugged mobile devices designed specifically for maintenance and industrial use. These devices withstand drops, moisture, extreme temperatures, and other conditions that can damage standard hardware. This article explores what to look for when selecting mobile devices so that your organization can choose hardware that will support your mobile CMMS and provide long-term benefits to your maintenance team.

Why Durability Matters: Consumer-Grade vs. Rugged Mobile Devices

Not all mobile devices are built for industrial environments. While consumer-grade smartphones, tablets, and laptops are convenient and familiar, they aren’t designed to withstand the wear and tear of maintenance work. Drops, dust, moisture, extreme temperatures, and exposure to chemicals can easily damage standard devices, leading to lost productivity and downtime.

Rugged devices, on the other hand, are specifically built for demanding environments. They feature reinforced casings, drop protection, water and dust resistance, and other protective measures to ensure reliable performance. Investing in rugged hardware helps maintenance teams maintain consistent access to mobile CMMS software, even in harsh conditions.

By understanding the differences between consumer and rugged devices, organizations can make informed decisions that protect both their technology investment and the efficiency of their maintenance operations.

 Rugged vs. “Ruggedized” Mobile Devices

As a cost-saving measure, some organizations opt to install tough outer cases on standard devices instead of purchasing rugged hardware. While this solution may be acceptable in some environments, beware that these “ruggedized” devices still have sensitive internal components and are not the same as rugged devices. Rugged devices are specially designed, inside and out, to withstand harsh conditions, though they come at a higher cost.

Hardware Device Standards and Compliance

When evaluating rugged mobile devices, it’s important to understand the standards and certifications that ensure durability and reliability. Compliance with industry benchmarks indicates that a device has been tested to withstand harsh environmental conditions, such as water, vibrations, and extreme temperatures. Familiarity with these standards can help you make informed decisions about the hardware you give to your team. Below are some durability standards to be aware of.

Ingress Protection (IP) Rating

Ingress Protection (IP) rating is an international standard, developed by the International Electrotechnical Commission (IEC), to grade the degree of protection against intrusion of dust or liquids. IP ratings are expressed as two digits:

  • The first numeral indicates protection against solid objects on a scale from 0 to 6, with 0 being no protection and 6 being no ingress of dust.
  • The second numeral is the level of protection against liquids on a scale of 0 to 9, with 0 being no protection and 9 being protected against high pressure and temperature water jets.

For example, an IP rating of IP65 means the device is dust tight and protected against water jets. Refer to the IEC’s Ingress Protection Ratings Guide for more information.

MIL-STD-810 Compliance

MIL-STD-810 is a standard used by the United States Department of Defense (DoD) to ensure equipment functions reliably while under real-world stress caused by vibration, shock, extreme temperature ranges, and other conditions. While this standard was developed specifically for military purposes, it is often used for testing rugged technology products as well.

To be MIL-STD-810 compliant, manufacturers must meet several guidelines, including sending devices to external testing laboratories. Because external testing can be expensive, some manufacturers choose to do in-house testing according to the official standards documentation.

Be warned that many manufacturers claim their products are MIL-STD-810 compliant even though they are not! Sometimes, products have not even been tested. Therefore, be sure to investigate any claims of compliance and ask about what standards the device passed, what test methods and parameters were used, and what the test results concluded.

Common Environmental Tests

To verify an IP rating, demonstrate compliance with MIL-STD-810, or meet other durability standards, manufacturers perform a variety of environmental tests on rugged devices. These tests simulate real-world conditions common in industrial environments. Types of durability tests include:

  • Drop and shock testing: Requires devices to withstand multiple drops from specified heights.
  • Temperature testing: Tests a device under normal operating conditions in extreme temperatures.
  • Liquid-resistance testing: Measures a device’s water resistance.
  • Vibration testing: Shakes the device to simulate movement from being carried by vehicles or people.
  • Sand and dust testing: Tests the ingress of small particles and foreign bodies.
  • Humidity testing: Exposes a device to high heat and humidity to test liquid resistance.

Key Hardware Features to Support Mobile Maintenance Management

When evaluating mobile devices for your maintenance team, it’s important to consider not just the hardware itself, but also how it enables software features critical to field work. Many mobile CMMS capabilities leverage the device’s built-in features to increase effectiveness. Listed below are common industrial hardware features that support mobile CMMS features that you should also consider when evaluating rugged mobile devices.

Camera

Man taking a picture of a lift truck with a rugged tablet computer.

Integrated cameras make it easy to add visual context to maintenance documentation. Technicians can take photos or capture video of maintenance tasks for training or documentation purposes. They may also be used to show supervisors or other approvers how tasks were performed for verification. Before-and-after pictures also help demonstrate correct disassembly and reassembly.

Some organizations take photos of their assets to aid in identification. These pictures can be stored with asset records in a CMMS to help users accurately identify which asset requires maintenance.

Finally, organizations with photo editing talent may use software to modify images in order to create custom diagrams or highlight specific components, assets, or facility locations.

Voice Recognition

Rugged CMMS devices with voice recognition features, also called speech-to-text, enable you to enter work order details while reducing typed data entry. Simply activate the speech-to-text feature, and the device will transpose any verbal input into text. This feature comes in handy when traveling between locations or when devices may not pick up touch input due to gloves, grease, or water.

Barcode Scanning

Person scanning an inventory barcode using a rugged mobile device.

Barcode reading capability converts mobile devices into barcode scanners. Barcode scanning uses the device’s integrated camera to quickly read barcodes. Applications of barcodes in maintenance management include:

  • Tracking assets via asset tags
  • Looking up assets and inventory using a barcode scan
  • Checking tools in and out
  • Identifying the storage locations of MRO inventory items
  • Looking up purchase orders
  • Receiving inventory purchases into the system
  • Adding assets, parts, and tools to work orders
  • Increasing the accuracy of data entry

Learn more about barcode systems.

Flashlights

Flashlights allow technicians to see in low light areas, such as dark work areas or machine interiors. Using certain apps, flashlights can also function as strobe lights to inspect rotating, oscillating, or vibrating equipment.

GPS and Location Tracking

Global Positioning System (GPS) hardware and mapping applications work together to improve field operations. Technicians can use GPS-enabled devices to identify the exact location of assets, navigate to remote sites, and record where maintenance activities take place. Meanwhile, managers can use GPS tracking data to monitor technician locations in real time.

Condition Monitoring Apps and Hardware

Mobile devices find additional utility in maintenance environments by using existing hardware features in new ways or extending functionality through apps. A few examples include:

  • Using the built-in accelerometer or gyroscope with an app to measure acceleration and vibration.
  • Installing magnetic field detector apps to check for electromagnetic fields and power lines.
  • Leveraging sound level detector apps to measure sound pressure levels and detect frequencies that are too high to hear with the human ear.
  • Using a metal detector app to locate metal such as pipes.

While these apps are useful for non-critical measurements, the appropriate meters and instruments should be used when exact measurements are required.

Comparing Device Types for Maintenance Teams

Selecting the right mobile device for your maintenance team requires balancing portability, screen size, battery life, and durability. Different device types offer unique advantages depending on the tasks your team performs and the environments they work in.

Smartphones vs. Tablets vs. Phablets

When selecting mobile hardware for maintenance teams, device size and type matter. Common devices include:

  • Smartphones are compact, easy to carry, and ideal for quick tasks such as scanning barcodes or checking work orders.
  • Tablets provide larger screens that are useful for reviewing schematics, viewing detailed asset information, and completing complex work orders.
  • Phablets, which are mid-sized devices, balance between portability and screen real estate.

Consider the types of tasks your team performs and the environments they work in to determine the best hardware device.

Battery Life, Charging, and Connectivity

Maintenance teams often rely on mobile devices throughout long shifts, sometimes in remote areas. Devices should have long-lasting batteries, support fast charging, and maintain reliable internet connection via Wi-Fi or cellular data. Extended battery life reduces downtime caused by frequent recharging and ensures the mobile CMMS is always accessible when technicians need it.

Durability Considerations

Even the most capable device is only useful if it survives the maintenance environment. As mentioned earlier, look for hardware that meets rugged standards, including IP ratings and MIL-STD-810 compliance. Also, consider whether your team needs fully rugged devices or if ruggedized options are sufficient for your environment. Choosing durable, industry-tested hardware minimizes repair costs, prevents lost data, and ensures technicians can rely on their devices in harsh conditions no matter where they go.

Ensuring Compatibility with Your CMMS

When selecting mobile devices for your maintenance team, it’s essential to ensure they are fully compatible with your CMMS software. Check that the device’s operating system, screen resolution, processing power, and connectivity options meet the software’s system requirements.

Verifying compatibility ahead of time helps prevent workflow interruptions, reduces IT troubleshooting, and ensures technicians can efficiently complete work orders from anywhere in your facility or field locations. For a deeper dive into choosing the right mobile CMMS, training your team, and encouraging adoption, read our article, Mobile CMMS Software Best Practices for Selection, Training, and Adoption.

Go Mobile with FTMaintenance Select

Investing in rugged hardware protects your CMMS investment, reduces downtime, and keeps your maintenance team productive anywhere on site or in the field. FTMaintenance Select includes a mobile CMMS app that provides maintenance technicians with essential work order management functionality needed to document day-to-day maintenance activities. Request a demo today to learn more about our mobile maintenance management solutions.

How to Measure Preventive Maintenance Effectiveness

Young male technician recording meter readings from a heating system as part of a plan to improve preventive maintenance effectiveness.

Preventive maintenance (PM) is a critical part of any maintenance strategy. No matter the industry, the ability to preempt failures and breakdowns can lead to a wide array of benefits. However, effective preventive maintenance requires ample time, money, and effort.

With so many resources dedicated to preventive maintenance, you – as well as other management – will want to know: Is your preventive maintenance program working? In this article, we explore a number of key metrics to help you measure your preventive maintenance effectiveness.

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

Measuring Preventive Maintenance Effectiveness

In order to understand whether your preventive maintenance program is meeting or falling short of expectations, you must measure it. Measuring preventive maintenance effectiveness requires solid and consistent documentation. Organizations using paper-based or spreadsheet-based maintenance tracking systems may find it difficult to do proper analysis, due to unreliable or incomplete data. Generating reports or making calculations will be time-consuming. That’s why documenting maintenance activities is best done with computerized maintenance management system (CMMS) software.

Download Ebook: 10 Reasons to Use a CMMS over Maintenance Spreadsheets

Preventive maintenance software like a CMMS is an invaluable tool for measuring and improving preventive maintenance effectiveness. It provides tools you need to automatically schedule, manage, and track preventive maintenance activities. CMMS software stores preventive maintenance data so it can be used for robust analytics and reporting. Powerful maintenance reporting features, allow you to generate insightful PM reports that will help you improve the effectiveness of your preventive maintenance program.

Preventive Maintenance Metrics

There are a number of ways to measure preventive maintenance effectiveness and each organization may do so differently. Furthermore, what key performance indicators (KPIs) are used depends on your organization’s goals. The following sections provide an overview of common preventive maintenance metrics you can use to help you reach your maintenance management goals.

For your convenience, a quick reference sheet of the KPIs discussed in this article are available in our Common Preventive Maintenance KPIs infographic.

Planned Maintenance Percentage

Planned Maintenance Percentage (PMP) measures how much time is spent on planned versus unplanned maintenance in a given timeframe. This simple metric allows you to quickly see how maintenance time is being spent.

Make special note of the word planned in this equation. While preventive maintenance will likely make up most, if not all, of your planned maintenance, other types of proactive maintenance, such as predictive maintenance, should also be included here.

To calculate Planned Maintenance Percentage, divide the total number of planned maintenance hours by the total number of maintenance hours (both planned and unplanned). Then multiply by 100 to get the percentage.

Planned Maintenance Percentage Equation

How to Interpret Planned Maintenance Percentage

PMP tells you how much of your maintenance activities are scheduled in advance, compared to how much time was spent reacting to asset breakdowns.  Typically, a low PMP – meaning little time is spent on planned maintenance – shows that assets may be unreliable and more susceptible to unplanned downtime. It is assumed that assets with a high PMP will generally face fewer unexpected issues. Note that a low PMP is not necessarily bad, as we will explain shortly.

When measured for a specific asset, PMP indicates the proportion of work performed as part of a preventive maintenance plan. PMP can be looked at together with other asset management KPIs, such as Mean Time Between Failure (MTBF), to identify areas of improvement to the asset’s preventive maintenance plan. A centralized maintenance tracking system, like a CMMS, makes generating these reports quick and easy.

So, what is considered a “good” PMP value? While there is an often stated target of 80% of work being planned versus 20% reactive, the ideal PMP will differ by organization.

For example, planned maintenance activities for facility assets are generally more spread out (and therefore occur less often) compared to planned maintenance in manufacturing. Seasonal preventive maintenance, like furnace tune-ups, or assets designed to run-to-fail, like light bulbs, also influence PMP. Tracking PMP over time helps you understand where you are now and set improvement goals for the future.

Preventive Maintenance Compliance

Having a preventive maintenance plan is useless if it’s not followed. That’s where this next preventive maintenance effectiveness metric comes in. Preventive Maintenance Compliance (PMC) is a measure of how many scheduled preventive maintenance work orders are completed within a set amount of time. It can be an indicator of whether PM schedules are being adhered to and how well your PM program is working.

Preventive Maintenance Compliance is determined by dividing the number of completed PM work orders by the number of scheduled work orders within the timeframe, then multiplying by 100 to get a percentage. Note that scheduled and completed should only count those work orders that were originally scheduled to be completed in this timeframe.

Preventive Maintenance Compliance Equation

How to Interpret Preventive Maintenance Compliance

Preventive Maintenance Compliance tracks whether preventive maintenance is being performed and can help keep your team accountable. Low PMC signals that PM work is planned but isn’t being completed and that further investigation is needed. There could be many reasons for low PMC, such as the following:

  • Work orders are being lost or ignored due to an inefficient work order management process.
  • Assets may not be available for maintenance when scheduled.
  • Irrelevant tasks are purposely being skipped.
  • Not enough maintenance resources are available to complete the work.
  • Tasks are not being communicated to maintenance staff.

Related Reading: Creating a Culture of Accountability with a CMMS

One shortcoming of PMC is that it doesn’t tell you how many work orders were completed late or how far past their due date they were completed. To overcome this, it is important to look for how many PM work orders are completed by their due date. This is easily done in a CMMS.

Skipped PM Percentage

Somewhat related to Preventive Maintenance Compliance is a measure of how many PM work orders were not completed because they were skipped, aka skipped preventive maintenance percentage. Skipped work orders are different than those that are simply postponed or completed late – they are intentionally disregarded.

For example, a preventive maintenance work order might be skipped because tasks were completed during a recent corrective maintenance event. A frequently occurring PM might be skipped because the asset was unavailable at the time the work was to be performed. Depending on your available labor resources, you might choose to skip a PM because no one was available to do the work.

Skipped PM percentage can be calculated by dividing the number of skipped PMs by the number of scheduled PM work orders within the time frame, then multiplying by 100 to get a percentage.

Skipped Preventive Maintenance Percentage Equation

How to Interpret Skipped PMs

A high Skipped PM value (meaning many PMs are skipped) indicates there are underlying issues that warrant investigation. First, it can be an indicator of the level of communication between the maintenance team and the party that requires maintenance. For instance, an asset may be inaccessible for maintenance due to a scheduling conflict with the production team or a tenant. A CMMS makes it easier to share and communicate the maintenance schedule with other departments or people.

Another reason the Skipped PM value could be high is that preventive maintenance is being done too often. Performing preventive maintenance on assets that don’t need it leads to unnecessary downtime, labor costs, and parts usage. It also increases the risk of reducing reliability caused by incorrect re-assembly or other errors. Preventive maintenance software makes it easy to change and fine-tune PM schedules.

A third reason that preventive maintenance might be skipped is a lack of adequate labor resources. Perhaps there are simply not enough technicians available to complete the work on time. Maintenance reports provided by a CMMS can help balance the workload, reprioritize tasks, and build a case for additional staff.

Scheduled Maintenance Critical Percentage

Scheduled Maintenance Critical Percentage (SMCP) measures the impact of late planned maintenance work. This metric quantifies the risk associated with overdue preventive maintenance work orders relative to their work order cycle, making it easier for you to prioritize which PM jobs to complete first. For example, a weekly PM work order that is 5 days late impacts an asset’s longevity and likelihood of failure more than an annual work order that is overdue by 5 days.

To calculate SMCP, you must know the PM work order’s recurrence and the number of days the procedure is late. Once you have that information, you can use the following formula:

Scheduled Maintenance Critical Percentage Equation

How to Interpret Scheduled Maintenance Critical Percentage

Falling behind on preventive maintenance increases the risk of downtime, the severity of breakdowns, and the amount of backlogged maintenance work. When you are behind on preventive maintenance, it can be difficult to know which tasks to perform first. SMCP compares the criticality between jobs in order to make this decision easier.

Typically, the higher the SMCP, the longer overdue (and therefore more critical) it is to complete the task. To illustrate, let’s compare two tasks on a CNC lathe: greasing the chip conveyor and cleaning the coolant tank. The chain on the chip conveyor should be greased quarterly (every 90 days), but you’re 9 days behind. The coolant tank is to be cleaned semi-annually (every 180 days). This work order is also 9 days late. Let’s calculate the SMCP, using the formula presented above:

Conveyor: ((9 + 90) ÷90) x 100 = 110%

Coolant Tank: ((9+180) ÷ 180) x 100 = 105%

In this example, greasing the chip conveyor should be prioritized over cleaning the coolant tank. Notice how the work order’s recurrence impacts the severity of the job. The SMCP demonstrates that it is more critical to complete the overdue quarterly work order first before addressing the overdue semi-annual work order.

Be aware that, while SMCP is useful, it doesn’t account for the types or significance of failures that the PM work order is intended to prevent. Look back at our example: a poorly greased chain might slightly slow down the chip conveyor whereas poor coolant quality can affect tool and machine life. Therefore, it is important to “look beyond the numbers” with SMCP – or any preventive maintenance KPI, for that matter.

Aside from measuring criticality, SMCP can bring attention to reasons why work orders are late. For example, perhaps tasks are held up because there aren’t enough technicians scheduled to keep up with the workload. It’s also possible that you underestimated how long it takes to complete the work. You might even have to reprioritize tasks so that habitually late tasks can be completed on time.

Track Your Preventive Maintenance with FTMaintenance

Effective preventive maintenance is the hallmark of any maintenance strategy. The preventive maintenance metrics provided in this article help you make smarter management decisions regarding maintenance operations. Tracking preventive maintenance data is best done in a CMMS, like FTMaintenance.

FTMaintenance allows you to craft and execute a master preventive maintenance plan for all of your assets. Additionally, FTMaintenance tracks the data you need for generating crucial maintenance management reports. Schedule a demo of FTMaintenance today to learn more.

For tips on how to improve your preventive maintenance plan, check out our blog post 12 Tips for Improving Your Preventive Maintenance Plan.

What Makes CMMS Software Easy to Use?

Young male technician leveraging the ease of use of a CMMS to check the status of facility assets.

One of the most frequently stated concerns organizations have when buying computerized maintenance management system (CMMS) software is, “Is the system easy to use?” If you visit any vendor website or speak to any salesperson, the answer to that question is always a resounding, “Yes!”

But what is ease of use, really? Are terms like “intuitive” and “easy to use” just marketing buzzwords or is there more substance to it? We explore the concept of ease of use in this article.

What is Ease of Use?

The phrase “ease of use” is tricky to define, primarily due to its subjectivity. In other words, what a person considers “easy” is based on their own skill, knowledge, experience, and even mood or attitude.

The International Organization for Standardization (ISO) standard 9241, Part 11 offers the following definition of ease of use:“[The] extent to which a system, product, or service can be used by specified users to achieve specified goals with effectiveness, efficiency, and satisfaction in a specified context of use.”

This definition is a bit vague, if unhelpful, and doesn’t quite explain how to evaluate ease of use. For our purposes, we can interpret this to mean that ease of use refers to how easy it is for a user to perform a task in computerized maintenance management system (CMMS) software. While this definition provides a little more clarity, it still doesn’t define what characteristics make using a CMMS “easy.” We’ll get into that shortly.

Why Ease of Use is Important

As mentioned earlier, ease of use is a frequently stated concern of CMMS software buyers. A Plant Services survey found that an intuitive user interface was ranked as the most important factor when comparing CMMS packages. What is the reason for this?

It should be obvious that for a CMMS to succeed, it must be adopted by those who will use it most often. A system that is difficult to learn and navigate won’t be used and therefore, will never produce positive results. When your employees understand how to use CMMS software and other technology to do their jobs, benefits from increased productivity and asset uptime will follow.

Further Reading: How CMMS Software Drives Maintenance Efficiency

Evaluating Ease of Use

As it turns out, ease of use isn’t just marketing messaging after all. In fact, there is some “science” behind ease of use in software like CMMS. Whitney Quesenbery, a usability design expert, defines ease of use through the 5 E’s: efficiency, effectiveness, engagement, error tolerance, and ease of learning. Each of these is examined more closely in the following sections.

Efficiency

Efficiency is the speed in which users can complete tasks accurately. Measurements of efficiency include how much “time on task” is required for the user to do their work in the CMMS. Questions related to efficiency include:

  • Can routine tasks be accomplished with minimum effort?
  • How long does it take users to complete a task (or set of tasks) in terms of time spent reading or thinking, number of clicks, or number of page views?
  • What navigation elements (i.e., keyboard shortcuts, menus, links, and other buttons) are present to help users take action?
  • Can users perform related functions from the same screen without jumping back and forth?

Effectiveness

Effectiveness is a measure of how accurately tasks can be completed and how often it produces errors. A CMMS system’s effectiveness is determined by how accurately users complete their goals. A system that is considered to be effective presents choices in a clear and understandable way. When evaluating effectiveness, ask questions similar to:

  • Can tasks be performed completely and accurately?
  • Are choices presented in a way that is clear and understandable to end users?
  • Can users reasonably predict the effects of performing various operations?

Engagement

A system’s interface is engaging when the user is satisfied with their experience. Engagement often relies on the way a user feels about using the CMMS, which is difficult to objectively measure. However, a user’s satisfaction with the “look and feel” of the interface is often closely related to their perception of ease of use.

Be cautioned not to let a system’s look and feel drive your purchase decision. Even if the interface is well-designed, a CMMS that doesn’t meet your functional requirements will be unusable and fail. Use the following questions to assess a system’s engagement:

  • Is information presented in a logical way?
  • Is the interface well-designed, and does it make use of visual elements such as graphics, icons, and colors?
  • Can data be visualized in reports and dashboards?
  • Can the system be configured to show additional information or hide irrelevant information from users?

Error Tolerance

Error tolerance is a system’s ability to prevent users from making errors – or help them recover when errors do occur. Features such as required fields, configurable permissions and rights, and workflow customization help reinforce processes and reduce the number of errors. If errors do occur, the software should clearly describe the problem and lead users to the appropriate corrective action. Questions related to error tolerance include:

  • Can users accomplish tasks without making mistakes, especially ones that could have been avoided?
  • How does the software react when mistakes are made?
  • Can users easily recover from or correct errors?

Ease of Learning

Your users must know how to operate the CMMS in order to use it effectively, efficiently, and with minimal errors. A system’s ease of learning relates to how well a user can figure out how to perform tasks within a reasonable amount of time. However, learning how to use a CMMS does not just occur at startup – it takes place over time. Users will be able to expand their use of the system as they become more familiar and comfortable. A CMMS solution’s ease of learning can be determined by asking the following:

  • Are design elements and controls placed in familiar locations?
  • Do icons or contrasting colors help users identify important data or controls?
  • Do similar functions behave similarly across the software?
  • Can the steps required to perform a task be easily remembered?
  • Do similar functions perform similarly when using the CMMS on different devices?
  • Do buttons provide intuitive images signaling the user to take the right steps?

Tips for Selecting an Easy-to-Use CMMS

Asking questions like the ones in the previous sections helps you better evaluate ease of use when comparing CMMS solutions. However, these questions don’t account for other variables that can affect your team’s perception of an “easy-to-use” CMMS. There are other precautions you can take during the selection process to improve your chances of success!

Do Your Due Diligence

When researching CMMS solutions, many organizations create a requirements document that provides details about how they desire the system to work. Doing so forces buyers to think about their team’s computer savvy and experience, and visualize how the CMMS will be used. Buyers can then identify what ease-of-use features are required, based on the needs of the team.

Related Reading: What is a Request for Proposal for CMMS Software?

Involve Daily Users

Ultimately, ease of use comes down to how a system feels. Think of a CMMS like a new car – it’s possible to get what you want by just looking at features, but there is substantially more risk involved. Therefore, it is beneficial to take the CMMS for a “test drive.” Inviting daily users to product demonstrations or having them experiment with a free trial will provide your team with valuable experience. Use their feedback to help guide your final purchase.

Recommended Reading: What to Expect from a CMMS Software Demonstration

Inquire About Implementation Support

In order to realize all the benefits a CMMS can bring to your organization, the software must be used. To ensure that users view the CMMS as easy-to-use, it’s important to have an implementation plan in place. Users are likely to abandon a system that they do not fully understand, is perceived as being too cumbersome, or is likely to produce errors. Many vendors offer implementation assistance including CMMS user training and ongoing technical support to help you succeed. Ask about what resources are available to you.

Further Reading: How to Increase CMMS User Adoption

FTMaintenance: Easy-to-Use CMMS Software

Today’s industrial organizations and facilities require computerized solutions for tracking maintenance activities. Maintenance managers know that a CMMS that is too cumbersome will never be used, thereby making it difficult to make smart, data-driven management decisions.

Easy-to-use FTMaintenance is specially designed for maintenance teams with varying levels of computer experience. New FTMaintenance customers receive complimentary implementation assistance, user training, and ongoing support. Request a demo to see how easy-to-use FTMaintenance can benefit your team.

FTMaintenance Select Launch Announcement

Computer displaying the all-new FTMaintenance Select computerized maintenance management system interface.

Today, FasTrak SoftWorks, Inc. has officially released FTMaintenance Select – an all-new computerized maintenance management system (CMMS) solution – designed for modern industrial maintenance professionals who require real-time access to their maintenance data. FTMaintenance Select delivers a powerful suite of features for managing work orders, equipment and facility assets, MRO inventory, preventive maintenance, and other maintenance resources.

Cloud-based FTMaintenance Select will allow teams to access their maintenance data from any internet-connected device. Speaking about the benefits FTMaintenance Select will provide to customers, FTMaintenance Product Expert Dave Dulak said, “The FTMaintenance Select platform has been designed to be future-proof for our clients.”

Market Opportunity

Industrial automation is essential to meeting the challenges, and leveraging the opportunities, of global urbanization. For over 30 years, FasTrak has been helping organizations across the world better serve their communities and markets with software products for PLC programming, file change management, and maintenance management.

The introduction of FTMaintenance Select demonstrates a deep commitment to helping organizations improve maintenance operations, reduce asset and facility downtime, and continuously improve products, services, and processes. “FTMaintenance Select is going to address the needs of industrial companies, organizations involved with facility management, companies that manage distributed assets, and third-party maintenance providers,” says Dulak. Industries served by FTMaintenance Select include manufacturing, facility and property management, food and beverage, government, healthcare, oil and gas, pharmaceuticals, power and energy, water, and many others.

This new product launch is driven by the following market factors:

  • A commitment to customers: FasTrak is dedicated to providing high-quality maintenance management software to a global user base.
  • Technological convergence: The line between CMMS and Enterprise Asset Management (EAM) software is becoming more and more blurred. While EAM and other enterprise solutions often lack satisfactory maintenance management functionality, the gap is quickly closing.
  • Competitive landscape: The need for “one stop shops” for maintenance and asset management solutions is growing rapidly. Historically, this has added cost and complexity to product offerings. Maintenance teams in all organizations desire simple, easy-to-use, integrated software solutions.

FasTrak believes FTMaintenance Select is well-positioned to meet the needs of an evolving maintenance management market. “FTMaintenance Select is uniquely built to easily change and adapt to the ever-changing requirements of customers, which protects their investment into the future,” says Enterprise Architecture Manager Mohamed Elbendary.

FTMaintenance Select Platform

FTMaintenance Select is more than just a powerful CMMS product – it’s an entire software platform that will allow organizations to easily scale their maintenance operations as their business grows. This platform enables FTMaintenance Select to expand through connections to other business and productivity applications. “FTMaintenance Select integration connectors enable customers to automate workflows and share data with other departments and organizations, such as customers or business partners,” says Elbendary.

FTMaintenance Select CMMS will be expanded with companion mobile applications, making it a perfect fit for today’s highly-mobile maintenance teams. Organizations with advanced maintenance operations will be able to extend FTMaintenance Select with an Application Programming Interface (API), enabling the flow of critical information between FTMaintenance Select and other applications including:

  • Business intelligence applications
  • Custom and on-premise applications
  • Field devices and the Industrial Internet of Things (IIOT)
  • Document and file management applications
  • Enterprise resource planning (ERP) software
  • Other third-party applications

Learn More About FTMaintenance Select

FTMaintenance Select is a feature-rich, easy-to-use maintenance management solution delivered on a flexible, web-based platform. FTMaintenance Select is designed to rapidly evolve, adding new features and functionality, performance enhancements, and other improvements. Users automatically receive all product updates. Contact us to learn more about FTMaintenance Select.

FTMaintenance Select v.1.0.0.0 Release Notes

Introducing FTMaintenance Select, an All-New CMMS Solution

FasTrak SoftWorks, Inc. is pleased to announce the official release of FTMaintenance Select, our all-new computerized maintenance management system (CMMS) solution. This next-generation, web-based CMMS platform provides comprehensive maintenance management features and functionality, helping you to better manage work orders, equipment and facility assets, MRO inventory, preventive maintenance and more!

FTMaintenance Select v1.0.0.0 includes the following features and capabilities:

  • Asset Management
    • Manage multiple asset types including Buildings, Equipment, Facilities, Parts, Properties, and Tools
    • Store comprehensive information about maintenance assets
    • Track and store information about asset manufacturers and vendors
  • Inventory Management
    • Control MRO inventory across a single or multiple locations
    • Track inventory items in a single or multiple stockrooms and storage locations
    • Easily access vendor and supplier information
    • Instantly identify where inventory items are stored
  • Location Management
    • Manage and track the locations of assets, inventory items, and where work is required
    • Track locations including indoor location, storage location, street address, and GPS coordinates
    • Define the internal structure of facility-based assets
    • Visualize the relationship between locations
  • Preventive Maintenance
    • Easily set up recurring work order schedules
  • Service Request Management
    • Create, view, and manage service requests
    • Generate work orders from service requests
    • Unlimited number of service requesters
    • Attach images and other files to requests to provide additional detail
  • Work Order Management
    • Create fully detailed work orders, including attachments
    • Generate multi-asset work orders
    • Generate full customer work orders
    • Generate full location work orders
    • Create custom work order types
    • Track multiple types of maintenance activities including corrective and preventive maintenance
    • Automatically send work order event-based email, text, and push notifications
  • User and User Group Management
    • Assign and manage user group permissions and user specific permissions

FTMaintenance Select is frequently updated to incorporate additional cost and time-saving features, enhance performance, and address ever-changing maintenance management needs. Contact us to learn more about FTMaintenance Select.

 

What is Lean Manufacturing?

The word “lean” highlighted amongst other words on a black background related to manufacturing.

An inevitable result of the manufacturing process is the creation of waste, and it comes in many forms. Implementing lean manufacturing techniques enables organizations to target and eliminate waste, leading to more productivity and ultimately, higher profits.

Because the maintenance team is responsible for equipment maintenance, it must also eliminate waste in maintenance processes that threaten efficient production. This article provides an introduction to lean management and discusses how the maintenance team contributes to a lean manufacturing system.

What is Lean Manufacturing?

According to the American Society for Quality (ASQ), “lean manufacturing is a system of techniques and activities for running a manufacturing or service operation” with the goal of maximizing the value delivered to customers. This is done by eliminating waste (i.e., non-value-adding activities) at each stage of the production process.

Origins of Lean Manufacturing

Lean manufacturing originates in the automotive industry, starting with the founder of Ford Motor Company, Henry Ford. Ford’s moving assembly line process cut out much inefficiency from manual processing to make mass production possible. Over time, the Toyota Motor Corporation continued to improve upon Ford’s idea to create the Toyota Production System, which focuses on “the complete elimination of all waste in pursuit of the most efficient methods.”

Today, lean manufacturing concepts are used in many industries including:

Principles of Lean Manufacturing

Principles of lean manufacturing chart

Image derived from Lean Enterprise Institute at https://www.lean.org/lexicon-terms/lean-thinking-and-practice/

There are 5 main lean manufacturing principles that guide organizations on how to optimize their production process:

  1. Identify value: Understand the value customers place on your products (i.e., what problems they need to solve).
  2. Map the value stream: Visualize every step of your manufacturing process, from raw materials to delivery, to identify which activities add value versus create waste.
  3. Create flow: Optimize your manufacturing process by eliminating bottlenecks, reducing changeover time, and leveling production.
  4. Establish pull: Manufacture product only when there is demand.
  5. Seek perfection: Strive towards excellence by making ongoing, incremental changes towards your goal.

8 Wastes of Lean Manufacturing

8 wastes of lean management

If waste is to be eliminated, one must know what types of waste exist. As mentioned earlier, waste is any activity that does not add value to the customer. Lean manufacturing identifies several types of waste within the manufacturing process.

  1. Transportation: Unnecessary transportation of employees, tools, inventory, or equipment
  2. Inventory: Producing quantities of inventory that exceed demand
  3. Motion: Unnecessary movement of people or equipment
  4. Waiting: Idle time, such as waiting for materials to arrive or for equipment maintenance to be complete
  5. Overproduction: Manufacturing product before it is truly needed
  6. Over-processing: Adding features to a product that are not required by the customer
  7. Defects: Producing products that are not fit for use, resulting in rework or scrap
  8. Unused talent: Not taking worker’s ideas and input into account when making decisions

The Toyota Production System further organizes waste into the following three categories:

  • Muda (wastefulness): Waste that is produce by unnecessary, non-value-adding activities, materials, and other work.
  • Mura (unevenness): Waste due to fluctuations in demand, resulting in an uneven work pace.
  • Muri (overburden): Waste caused by overworking people or machines; working in an unsustainable way.

Lean Manufacturing and Maintenance Management

Injection molding machine

Lean manufacturing focuses on production – so what does it mean for maintenance organizations? Since maintenance and production are so closely related, one could justify that adequate maintenance enables lean manufacturing. Therefore, any changes to the production process also require changes to the maintenance process.

For example, problems encountered in a continuous flow process shut down the entire production line, requiring maintenance to either respond quicker to downtime or implement proactive maintenance techniques that prevent such problems from occurring. Each of these solutions requires changes to maintenance operations, techniques, tools, and management.

Keep in mind that the lean philosophy applies to any process or function, including maintenance. “Lean maintenance” aims to optimize maintenance and asset management activities, which is commonly plagued with waste caused by excessive MRO inventory, over- or under-maintaining equipment, and inefficient maintenance tracking.

Implementing lean maintenance can improve productivity, reduce maintenance costs, increase asset reliability and longevity, and make the maintenance team look more competent. Additionally, lean maintenance gives you the ability to do more maintenance work with the same or fewer resources. Given the maintenance technician shortage, finding ways to reduce maintenance costs without losing employees is especially important.

Lean Tools and Techniques Used by Maintenance Organizations

Given its scope, lean manufacturing utilizes multiple tools and techniques to eliminate waste and improve efficiency. We have highlighted the lean tools most relevant to maintenance management in this article. A more comprehensive list is provided on LeanProduction.com.

Lean Tools

The following tools are part of the lean methodology in general, though we discuss how they can be applied to maintenance management.

5S

5S is an organization system that aims to create efficient, effective, and safe work environments. Also part of the Toyota Production System, 5S seeks to reduce waste in employee workspaces. 5S gets its name from the 5 steps it includes:

  • Sort (seiri): Remove any unnecessary or unwanted items from the workspace.
  • Set in Order (seiton): Arrange items in a logical, organized manner.
  • Shine (seiso): Clean the workspace.
  • Standardize (seiketsu): Make sorting, setting in order, and shining routine activities.
  • Sustain (shitsuke): Form long-lasting habits and update as necessary.

One of the most common workspaces to improve through 5S is the maintenance storeroom. Storerooms in many organizations are messy, cluttered, and create several inefficiencies that lead to higher MRO inventory costs. However, an organized storeroom can improve efficiency by 10% to 30%. More on this topic can be found in our article, How to Organize Your Maintenance Storeroom.

Just-In-Time Inventory Management

Just-in-Time (JIT) inventory management is an inventory management technique that enables organizations to meet demand while working with minimal inventory. For production, this means only producing enough goods to satisfy customer orders. Materials are ordered to arrive “just in time” to fulfill the order.

In a maintenance context, demand is typically driven by preventive maintenance (PM) because tasks are scheduled and the required part quantities are known. Organizations may also refer to maintenance reports that show historical part usage trends to estimate demand for corrective maintenance (CM).

Using JIT inventory management for MRO items, organizations may opt not to stock particular items that can be sourced locally and obtained quickly when needed. Doing so saves storeroom space and inventory management effort. Just-in-Time inventory management is discussed further in our article, MRO Inventory Optimization Techniques.

Poka-yoke (Mistake-proofing)

Poka-yoke, or mistake-proofing, means to minimize the number of mistakes employees make in order to avoid defects, rework, or scrap. Maintenance managers can limit employee errors by:

  • Improving the accuracy of data entry through barcode scanning
  • Providing step-by-step instructions for routine maintenance tasks
  • Developing and communicating clear policies and procedures
  • Clearly labeling equipment, storerooms, stocking locations, and tools for easy identification
  • Providing ongoing training opportunities
  • Holding employees accountable for performing quality maintenance work
  • Implementing a work order approvals process to ensure work is done correctly
  • Providing quick access to a digital library of maintenance documentation

Putting measures in place to prevent common errors leads to vast improvements in the quality and consistency of maintenance work. This translates to improved asset reliability, extended asset life, and lower maintenance costs.

Kaizen (Continuous Improvement)

One of, if not the most important, element of lean is kaizen, meaning “change for the better”. The idea behind kaizen is to examine inefficient processes or recurring tasks and make small, incremental improvements over time. An important aspect of kaizen is to document your process and measure it over time to see if changes achieve the intended result.

Lean Maintenance Tools and Techniques

There are several tools and techniques maintenance teams utilize to support a lean manufacturing approach.

Computerized Maintenance Management System (CMMS) Software

Many maintenance organizations still rely on manual maintenance tracking systems to manage their maintenance operations. These outdated systems are simply too cumbersome and ineffective for managing today’s complex maintenance needs.

A computerized maintenance management system (CMMS)  is a centralized platform for documenting, managing, and tracking maintenance activities. It provides you with real-time access to important maintenance information, allowing you to increase your productivity and efficiency. Automated features reduce the burden of managing day-to-day administrative tasks related to work order management, maintenance planning and scheduling, asset management, and other aspects of your maintenance operation.

Total Productive Maintenance (TPM)

Total productive maintenance (TPM) is a system of maximizing asset availability by taking an organization-wide approach to maintenance. One of the main pillars of TPM is autonomous maintenance, which places the responsibility of performing simple preventive maintenance tasks on machine operators. Doing so increases the operator’s knowledge of their equipment, allowing them to spot and address small issues before they become big problems that cause downtime.

Failure Analysis

Unexpected asset failures result in lost production time. While many organizations simply treat the symptoms of failure in order to return machines to operation, others perform failure analysis to determine how to avoid future failures. There are many methods of failure analysis including:

Though each of these methods varies in complexity, all aim to prevent or mitigate the effects of failure, thereby minimizing interruptions to production.

Reliability-Centered Maintenance (RCM)

Reliability-centered maintenance (RCM) is a corporate-level, proactive maintenance strategy that determines the most cost-effective maintenance techniques to maximize asset reliability. It considers the inherent design of equipment, taking into account: equipment function and performance standards, functional failures, failure modes, and failure effects. Based on this analysis, organizations then determine the appropriate tasks to eliminate, detect, reduce the frequency of occurrence of, or reduce the impact of each failure.

As its name suggests, RCM is focused on reliability, or reducing the frequency of asset failure. Reliable assets perform their intended function for longer periods of time without failure (so long as they are used under their stated operating conditions). RCM reduces lost production time caused by unexpected failures and waiting for maintenance to make repairs.

Predictive Maintenance (PdM)

Predictive maintenance (PdM) is a maintenance technique that forecasts when assets will fail by analyzing real-time and historical asset performance data. Compared to preventive maintenance, which is performed according to set intervals, predictive maintenance allows maintenance to be scheduled and performed only when it is truly needed. As a result, the maintenance team can sharply reduce unscheduled downtime and the severity of failures, when they do occur. This leads to optimal availability, reliability, and production capacity.

Key Performance Indicators (KPIs)

Tracking key performance indicators (KPIs) helps you determine whether changes to your maintenance process are having the desired impact. The metrics you track depend largely on what’s important to your organization, the process you are trying to optimize, and the type of waste you seek to eliminate. Common lean maintenance KPIs include:

Explore our collection of maintenance KPI articles:

Maximize the Efficiency of Your Maintenance Process with FTMaintenance Select

The main goal of lean manufacturing is to eliminate waste from the production process, which relies on the competence of the maintenance team. Using a CMMS like FTMaintenance Select is one of the best ways to create an efficient, mobilized, and connected maintenance team that supports lean initiatives. By automating essential tasks related to work order management, asset management, inventory management, and more, FTMaintenance Select empowers you to eliminate waste and make maintenance management easy. Request a demo today to learn more.

Using a CMMS to Troubleshoot and Minimize Asset Downtime

Technician inspecting machine to gather information and identify potential problems to troubleshoot.

Equipment breakdowns are costly. In fact, in the automotive industry, a single minute of downtime can cost as much as $3,000,000 an hour! Not only do breakdowns take time and money to fix, but they bring production to a standstill, forcing workers to stop what they’re doing until assets can be returned to service. That’s why troubleshooting is one of the most important skills a maintenance professional can have.

What is Troubleshooting?

Troubleshooting is a systematic problem-solving approach used to identify asset failures and corrects faults to return assets to working order. Based on the symptoms of a malfunction or failure, technicians can follow a set of steps to determine or resolve the problem. Troubleshooting is very closely related to Root Cause Analysis (RCA), although RCA is typically conducted when a more formal approach is needed to assess failures.

Why Troubleshooting Matters in Maintenance

Properly maintained equipment is integral to the function of any organization. As much as maintenance teams try to reduce unplanned downtime, it is impossible to completely eliminate it. Even with a comprehensive preventive maintenance program in place, some asset failures simply cannot be avoided. When unexpected failures do happen, the maintenance team must address problems quickly.

However, troubleshooting experience can only be gained when assets break down. So how can maintenance personnel hone their skills without causing excessive downtime? While there is no substitute for experience, using a computerized maintenance management system (CMMS) accelerates the troubleshooting process by making it easier for maintenance personnel to access the information necessary to quickly identify the cause of failures and how to fix them.

The next section describes how CMMS can be used at each stage of the troubleshooting process.

Troubleshooting with a CMMS

Before actual troubleshooting can begin, the maintenance team must be made aware of the problem. Maintenance needs are typically reported via a phone call, email, text, or in person. Receiving requests through multiple channels means that requests are likely to get lost or misunderstood, and causes unnecessary complexity for maintenance staff.

Instead, it is preferable to use the maintenance request system included with CMMS solutions like FTMaintenance. A maintenance request system streamlines the request process by providing a single channel for managing and addressing incoming maintenance requests. It allows non-maintenance staff to use their mobile devices to submit work requests immediately and directly to the maintenance team using an online submission form.

Gathering Information

Young male technician troubleshooting machine to gather information and identify problems.

To effectively troubleshoot a problem, it is important to have as much relevant information as possible at your fingertips. Working with insufficient or inaccurate information can lead to the wrong conclusions, and delay a solution.

A technician needs to gather contextual information from multiple sources. The most obvious source of information is the operator who requested assistance. Operators and production staff are most familiar with the situation and can provide primary details including the indicators of the problem (such as a change in asset performance or product quality), how the problem was discovered, and the conditions that led to the problem.

A technician should also observe the problem first hand, noting any unusual symptoms or abnormal behavior. Failure codes displayed on human-machine interfaces (HMIs) or alarms from the production machine or control devices, like a PLC, can help identify what is going wrong.

The most comprehensive resource for technicians is a CMMS. A CMMS provides an efficient method for communication between those who report problems and the technicians who must resolve them.  A complete maintenance history stored in a CMMS allows technicians to see similar past failures and view the history of problems and repairs leading up to the current breakdown.

Depending on the amount of information gathered, technicians may be able to do some troubleshooting before arriving on scene. A CMMS serves as a digital library of maintenance documentation, such as owner’s manuals, breakdown schematics, and maintenance troubleshooting guides. Information is accessed on demand so that no time is wasted rifling through file cabinets or tracking down hard copies of manuals.

Analyzing Information and Formulating a Solution

Enough information should be gathered at this point for a technician to have an idea of what may be causing the issue and to formulate a plan to fix the problem. If the problem has occurred before, the maintenance history can be used to identify what parts and tools were used in the past to complete a similar repair.

The CMMS then tells the technician if the necessary parts are in stock and where they can be found. If out of stock, the CMMS can be used to quickly access vendor contact information for ordering and generating purchase orders. Maintenance history will also outline the corrective steps taken on past repairs, helping the technician better prepare for the job.

Performing the Repair

Before the repair is started, the technician should be familiar with any safety rules and procedures for working on the asset. A CMMS provides technicians with crucial safety information, such as what safety gear is needed and what lockout/tagout procedures must be followed. Safety-related tasks can also be included directly on work orders. If specialized knowledge or skills are needed to complete the repair, the CMMS can also help identify which employees are best suited to lend a hand.

Once the asset is in a safe state, the repair can be completed. During a repair, a technician may discover additional issues that weren’t revealed earlier. In this case, more information gathering may be needed. Instead of going back to an office or computer terminal, the technician can access the CMMS using a mobile device. This puts maintenance information in the palm of the technician’s hand, saving time running back and forth. A mobile device can also be used to log any newly discovered information and upload multimedia files, such as pictures and videos, which can provide additional context to the situation.

Testing the Solution

Young male technician pushing start button on a machine after troubleshooting to test his solution.

Once the repair is completed, the technician or production team will verify the results. Typically, this is done at a reduced speed or with reduced output. If all goes well, the equipment can be run in full production mode. During this stage, the technician should continue to observe the asset. If the problem persists, another solution must be tried and tested. Any further interventions should be noted in the CMMS on work orders, in description areas, or through attached documentation.

Documenting the Solution

A critical troubleshooting step is documentation of the resources (i.e., labor, material, time) and steps used to resolve the problem. Detailed documentation creates a valuable reference for future troubleshooting if the same problem happens again. Documentation is done on the work order during – or shortly after – the repair is complete.

A good CMMS makes this process easy. A CMMS uses this information to build an asset’s maintenance history, where it is available for in-depth analysis and key performance indicator (KPI) reports.

Preventing Future Problems

Follow-up should be done once equipment is back up and running. Any recommendations made or precautions taken following a breakdown may prevent the failure from happening again – or at the very least, reduce the number of times it occurs.

CMMS software makes follow-up activities easy. For example, tweaks to a preventive maintenance (PM) schedule can be done in a matter of seconds. Changes to a work order’s tasks are automatically applied to future work orders. If new parts were used for a repair, or a new vendor supplied parts, they can be documented and tracked in the software. When it comes time to reorder, inventory and vendor records are available at a moment’s notice.

Improve Troubleshooting with FTMaintenance

Asset downtime is costly for manufacturers. The maintenance team’s ability to effectively troubleshoot breakdowns is critical for keeping production going. However, maintenance troubleshooting takes time to master. FTMaintenance facilitates effective troubleshooting by centralizing repair history and maintenance documentation, providing technicians with a single system from which they can quickly access the information they need to keep assets up and running. Schedule your demo today to learn more about how FTMaintenance can minimize your asset downtime.

What is MRO Inventory Management?

MRO items including nuts, bolts, and brackets managed by maintenance inventory management tools.

Key Takeaways:

  • MRO inventory is critical to maintenance operations, yet not managed as closely as other inventory, leading to direct and indirect maintenance costs
  • MRO inventory management requires the identification, specification, location, procurement, and control of inventoried items
  • Computerized maintenance management system (CMMS) software, like FTMaintenance, is designed to help you effectively manage your maintenance inventory

Maintenance teams depend on hundreds to thousands of different materials and supplies to keep assets running. This type of inventory, known as maintenance, repair, and operations (MRO) inventory, includes spare parts, lubricants, tools, safety gear, and other consumables that do not make it into the final product (or service).

Yet, while 94% of industry professionals view MRO inventory as being extremely or somewhat important, it is typically not managed as closely as production inventory. As one can imagine, poorly managed inventory is a real headache for the maintenance department. This article explains MRO inventory management and how it impacts the maintenance process – and ultimately an organization’s bottom line.

What is MRO Inventory Management?

MRO inventory management, or maintenance inventory management, is the process of procuring, storing, using, and replenishing the materials and supplies used for maintaining assets at the lowest possible cost. This process involves ensuring you have stock on hand while factoring in available storage space and budget. To put it simply, the goal of MRO inventory management is to have the right stock at the right time and place, and at the right cost.

Why MRO Inventory Management is Important

The importance of a properly managed maintenance inventory is fairly clear when you consider all the direct and indirect costs. Consider the following common scenarios:

Production Stoppages

If MRO inventory keeps assets running, what happens when materials and supplies run out? Production screeches to a halt! Meanwhile, you pay a premium for expedited shipping while operators and technicians are on standby, waiting for parts to arrive. This major increase in downtime makes the total repair cost skyrocket. If you simply cannot wait to restore assets, you must use risky stopgap measures that could endanger product quality or safety.

Overstock

Having too much inventory can also be a problem. Perhaps you attempt to avoid stockouts by ordering extra parts, only to find that they are seldom used. Alternatively, maybe you panic-purchased a part you knew you had, but just couldn’t find at the time you needed it. In either case, excess inventory sits on a shelf, further cluttering your stockroom. Even worse, you cannot reclaim the money spent.

Losses in Productivity

Finally, let’s not forget how poor MRO inventory management affects day-to-day operations. By some estimates, technicians spend as much as 25% of their time trying to secure parts. While this may only increase downtime a little bit each time, it quickly adds up. Not to mention, there’s also a fair amount of frustration that goes along with not being able to find a part you need.

To remedy this problem, some technicians create their own “private” inventories of materials in their toolboxes or in desk drawers. Though it may be convenient for the individual, this inventory is not available for other technicians when needed. Due to the inaccurate stock counts, the organization may face production stoppages, overstock, duplicated orders, and other bottlenecks in the maintenance process.

Components of MRO Inventory Management

The core components of MRO inventory management are identification, location, procurement, and inventory control, described below. As you read each section, think about how each resolves the problems stated above.

Identification

Swift, effective maintenance relies on knowing exactly what MRO items are kept in stock in your maintenance inventory. Maintenance teams are often judged based on response time, so being able to quickly identify the materials you need for a job is crucial.

Consider that manufacturers may use different parts in their designs, even for similar types of equipment. It is possible that no two machines may share the same parts or require the same supplies. This reality is even more visible when looking at a supplier’s parts catalog. For example, hardware supplier McMaster-Carr lists over 56,000 different types of fasteners!

Maintenance inventory management can be improved simply by identifying what items are stocked. To further assist with identification on an asset level, maintenance teams reference an equipment bill of materials.

Specification

Related to identification is specification. The specification provides the requirements of the spare parts or supplies to ensure an asset’s proper operation. For example, a standard screw has the following attributes, each of which is considered during an asset’s design:

  • Thread size
  • Length
  • Diameter
  • Head type (e.g., socket, rounded, flat, hex, etc.)
  • Material (e.g., brass, lead, steel, zinc, etc.)
  • Drive style (e.g., Phillips, square, slotted, etc.)

How does this affect maintenance? Part specifications define exactly what is needed for optimal asset performance and dictate the tools used to install or utilize the part. In the case of the screw, it’s more efficient for a technician to know which wrench or drill bit will be needed ahead of time. For items that require specialized tools, technicians benefit by ensuring they are available to be checked out ahead of time.

Specifications are also useful when alternative parts or supplies are needed. Tracking specification helps you identify similar, interchangeable parts. In terms of purchasing and reordering, specifications are used to identify vendors that carry the part.

A third way that specification affects maintenance is organization. A stockroom employee may arrange inventory items by their characteristics, such as size, weight, material, shape, and so on. As you’ll read in the next section, an organized stockroom makes MRO items easier to find for technicians.

Location

Maintenance inventory organized by labeled shelves and racks in a stockroom.

Once you know what MRO inventory items you have in stock, you must be able to locate them. As mentioned earlier, poor organization leads to unnecessary costs related to expedited orders or losses in productivity. Knowing exactly where MRO inventory items are stored helps improve responsiveness and allows you to fulfill maintenance work orders more efficiently. Locating inventory comes down to creating an organization system and communicating that system with others.

Organization

Depending on the size of your organization, MRO inventory may be spread out across multiple stockrooms or contained within a single storage location. Within those locations, there may be multiple aisles, racks, shelves, and bins. Technicians may keep a personal stock of items in tool chests or service vehicles. Because there are so many places MRO inventory might be stored, you must have a system for organizing the items.

In a grocery store, for example, aisles are numbered, and related items are typically located together. Ask any store clerk about the location of an item, and they can surely tell you what section and aisle to look in. They may even be able to tell you a more precise location, such as “about halfway down, at eye level,” if not the exact shelf.

Similarly, stockrooms and storage locations ordinarily use a letter or number scheme to organize their aisles, racks, shelves, and bins. Like a grocery store, physical labels are affixed to the location, making inventory items easy to find.

Communication

Once items are organized, you must communicate the organization system to others. Appropriate stakeholders should know exactly how things are organized and understand how to interpret naming or numbering conventions. Locations can also be communicated through a maintenance inventory management system such as computerized maintenance management system (CMMS) software.

Procurement

Procurement is the process of obtaining goods or services, such as MRO inventory items, in a cost-effective and time efficient manner. It includes all the activities that take place from the initial requisition to final payment and receipt of goods. In simple terms, the procurement process is how you acquire the MRO inventory items needed for maintenance jobs.

The level of authority given to the maintenance team to make purchases differs from organization to organization. In general, the procurement process will look similar to the following:

  1. Identify MRO Inventory Items Needed: Determine what materials and supplies – and stocking levels – are needed for efficient maintenance activities.
  2. Generate Purchase Requisition: Create a purchase requisition that includes details such as what items are needed, the recommended vendor, and the date the items are required. Submit the requisition to for approval.
  3. Get Purchase Approval: Submit the requisition for review. The purchaser will assess the requisition for completeness and priority. Assuming that the requisition is approved, proceed with the purchase.
  4. Select Vendor(s): Identify the best vendor to fulfill the order requirements. Vendor selection criteria may include price, quantity ordered, speed of delivery, customer service, and prior relationships.
  5. Create and Issue Purchase Order: Create a purchase order (PO) and issue to the vendor.
  6. Receive Order: When the shipment is received, review the delivery, record the items in the inventory tracking system, and stock the items in the appropriate location(s).

Inventory Control

Young male stockroom employee performing an inventory count as part of maintenance inventory management.

Inventory control ensures the right amount of stock available to the organization so that maintenance can be performed efficiently. It involves knowing what you have, where it is located, and how much of it is on hand. When combined, this information helps those who manage MRO inventory avoid stockouts and ultimately, costly asset downtime.

On the surface, it may sound like inventory control simply means reordering supplies when quantities are low. However, this is only one aspect of inventory control. Proper inventory control also includes regularly counting stock, tracking usage and movement, and anticipating future demand. When it comes to replenishing stock, you must also think about when to place orders, delivery lead times, available storage space, and ways to minimize ordering costs.

MRO Inventory Management Tools

Due to the relatively lax requirements of managing maintenance inventory (compared to other inventory), MRO management tools are typically less robust. In fact, it is not unusual for small businesses to have administrative staff manually track MRO inventory in spreadsheets. Large organizations use enterprise resource planning (ERP) software, though the MRO inventory management capability is often lacking.

Effective maintenance teams benefit from using computerized maintenance management system (CMMS) software for inventory management. With a CMMS, you can leverage functionality designed specifically to help you manage your maintenance inventory. A good CMMS provides the following:

  • Comprehensive inventory records
  • Automatic MRO inventory count updates
  • Reorder point notifications
  • Inventory cost tracking
  • Vendor and supplier management
  • Purchasing capability
  • Inventory-focused maintenance reports

Read Cadeco Industries Case Study

Manage MRO Inventory with FTMaintenance

The disorganization of MRO inventory management means there’s ample opportunity for improvement. In fact, some organizations estimate that proper MRO inventory management reduced their inventory spending by as much as 25%!

With FTMaintenance, you can take advantage of these cost savings while increasing your asset’s availability. FTMaintenance CMMS software helps organizations improve their MRO inventory management processes and procedures. Learn more about FTMaintenance inventory management system software.

How to Improve Maintenance Culture for a Stronger Maintenance Department

Three diversified employees in hard hats in a garage to represent maintenance department culture.

Take a minute to think about your organization’s culture as it relates to asset maintenance:

  • Is your team constantly reacting to breakdowns or more proactive in its approach to maintenance?
  • Is there tension between operations and maintenance or is there a good working relationship?
  • Do employees feel like their contributions make a difference?
  • Are employees motivated to perform quality maintenance work?

Based on your responses, you can probably tell whether your maintenance culture could use improvement. This article discusses how to change your maintenance culture for the better.

What is Maintenance Culture?

Maintenance culture is the set of values, behaviors, attitudes, perceptions, practices and underlying assumptions use to guide maintenance activities performed to prevent assets from failing and keep them in proper working order.

Why should you care about maintenance culture? For better or worse, maintenance culture drives the behavior of maintenance employees, which trickles down to the quality of asset maintenance. A poor maintenance culture causes employees to operate reactively, neglect their work, and make careless mistakes, ultimately lowering asset reliability. On the other hand, a good maintenance culture inspires employees to do good work and seek to improve asset health.

Signs of a Poor Maintenance Culture

Maintenance culture differs from one organization to the next. Some organizations may exhibit multiple signs of a poor maintenance culture, while other may only recognize one or two areas for improvement. Generally speaking, poor maintenance culture is characterized by the following factors:

  • Indifference or feelings of distrust among staff members
  • High staff turnover
  • Wasted time and resources
  • Lack of trust, credibility, or respect from people in charge
  • Lack of proper data entry
  • Unscheduled preventive maintenance work
  • Slow responses to critical failures
  • Low task completion
  • Aging work order backlog
  • Excessive mistakes and errors
  • Finger-pointing instead of taking accountability

The list goes on and on. What’s important is that once you identify these symptoms of poor maintenance culture, you can work towards making changes.

Key Elements of Maintenance Culture

In a 2012 study, experts identified the following 10 key factors that influence maintenance culture. These elements guide how your team behaves, collaborates, and maintains assets effectively.

1. Leadership

A good leader is someone who can influence others to understand and agree about what needs to be done, how to do it, and why it matters. However, this is often difficult to accomplish alone. Changing the maintenance culture requires stakeholders to possess strong leadership skills as well as the support of upper management. Top-down commitment to improving maintenance culture can quickly change the attitudes of employees. Part of this commitment comes from hiring the right people who will be best suited to manage change.

2. Communication

Part of changing maintenance culture is getting all personnel on the same page about the importance of asset maintenance. Maintenance employees should have a shared understanding of the mission, vision, goals, and responsibilities of the maintenance department.

3. Rewards and Recognition

Everyone likes to be acknowledged for a job well done. Public recognition for high-level performance and high-quality results makes team members feel appreciated for their work. This can be especially powerful for maintenance teams who are often blamed when equipment breaks down, but never thanked for keeping it up and running. If possible, rewards such as pay bumps, bonuses, and promotions are powerful motivators as well.

4. Teamwork

Teamwork involves multiple people working together towards a common mission or goal. While each individual on the team may have a specific role, all contribute to overarching maintenance goals. Teamwork can be viewed as internal to the maintenance department, or expand to other departments who depend on the work of the maintenance team, such as the operations and production department. When working together, individuals or departments feel more comfortable sharing thoughts and opinions about improvements to maintenance operations.

5. Training and Education

Maintenance work requires in-depth technical knowledge of assets and their related systems. Especially in times where there is a maintenance technician shortage, ongoing technical training can help retain and motivate employees. As the knowledgebase of your staff grows, the quality and effectiveness of maintenance work should also increase.

Along with training comes the implementation of tools that enable employees to do their jobs better. This includes inspection tools, condition-monitoring sensors, and computerized maintenance management system (CMMS) software.

6. Motivation

A lack of motivation affects many aspects of an employee’s performance. Individuals who aren’t motivated may leave the company, neglect job responsibilities, communicate poorly, or work without urgency. All of these can negatively impact asset performance.

Maintenance personnel can be motivated by some of the factors already discussed, such as commitment from upper management, recognition, and training opportunities. When employees are adequately motivated, high quality maintenance work naturally follows.

7. Involvement

Changing the maintenance culture is an organization-wide effort. Involvement means that everyone is included in the changes to maintenance culture, not just certain employees. Maintenance staff should perform, or at the very least, be trained on how to perform all maintenance activities so that they fully understand what each task entails. Upper management should emphasize and advocate for the importance of maintenance within the organization.

8. Empowerment

Empowerment means to delegate a certain level of decision-making power to lower-level staff. Depending on the organization, this may mean upper management giving more authority to maintenance managers, or maintenance managers giving more autonomy to maintenance technicians. Entrusting the maintenance team to carry out work without requiring instruction from higher levels of management builds trust, engages employees, and removes some bottlenecks that get in the way of efficient maintenance.

9. Policy Systems, Strategy, and Work Planning

Organizations with a good maintenance culture have well-defined rules and procedures that provide structure to maintenance operations. Little progress will be made if employees go about performing and documenting maintenance work in a haphazard manner. Detailed maintenance procedures that are easy to understand are vital to changing behaviors and motivating employees.

10. Organization Structure

The organization structure outlines the hierarchy of employees and management in the organization, communicating the power dynamics that exist between them. Understanding the organizational structure shows how roles within the organization support one another, and how they work together to achieve maintenance goals. It also helps define who in each role is responsible to certain tasks and duties.

How to Improve Maintenance Culture

When employee’s attitudes are positive, a good maintenance culture is developed and maintained. Think about what type of maintenance culture you would like to see for years to come. Drawing from the key elements of maintenance culture described earlier, here are ten steps you can take to positively change your maintenance department culture:

  1. Hire the right people.
  2. Create a vision for a better maintenance culture and communicate that vision to others.
  3. Recognize and reward superior performance.
  4. Work together to achieve goals.
  5. Provide ongoing training and learning opportunities; encourage professional development.
  6. Inspire others to perform quality work.
  7. Involve employees in the process.
  8. Give others authority and control over their work.
  9. Create clear, defined rules, procedures, and standards.
  10. Communicate organizational roles and responsibilities.

Keep in mind that having all of the things above would create an ideal maintenance culture, but that is often far from reality. Implementing as many of these as possible will create a positive maintenance culture.

Using CMMS as a Catalyst for Change

Computerized maintenance management system (CMMS) software is a tool that can be used to positively change maintenance department culture. A CMMS is a centralized platform for documenting, tracking, organizing, and managing maintenance activities. Implementing a CMMS provides a method of holding others accountable for changing their behavior and attitudes towards asset maintenance.

When properly utilized, a CMMS serves as a single, shared source of communication about maintenance work, maintenance procedures, and documentation. Further, maintenance management software holds maintenance personnel accountable for following new maintenance processes or documentation requirements.

Further Reading: Creating a Culture of Accountability with CMMS

Even though implementing a CMMS will positively impact maintenance culture, there may still be some resistance from staff. Some may see using CMMS software as yet one more thing to do that disrupts the usual workflow, or as a way for management to watch over technicians. Therefore, you must also manage change as it relates to CMMS implementation.

To encourage buy-in from the maintenance team, introduce any new software or processes in phases so that it’s not overwhelming. Demonstrate that the data collected in the CMMS such as tool lists, part locations, and descriptions of repairs can make their jobs easier. In the process, be sure to remain open to feedback and ideas from technicians. People are more accepting of new processes when they have some control over them rather than feeling like it’s being forced upon them.

Further Reading: How to Increase CMMS User Adoption

Improve Maintenance Culture with FTMaintenance Select

Maintenance culture is not easy to develop or change, but it is not impossible either. It takes time for employees to change their behaviors, embrace their responsibilities in making the change, and follow through. CMMS software like FTMaintenance Select can help you transform your maintenance culture from bad to good – or good to great! Request a demo to learn more about FTMaintenance Select.

What is Overall Equipment Effectiveness?

Close up of a CNC punching machine with a metal plate, part of a production line whose productivity is measured using overall equipment effectiveness.

Organizations that practice lean manufacturing seek to maximize output and work as efficiently as possible. However, manufacturing is a complex process that has many sources of waste, including equipment, machine operators, and production processes. In order to identify and reduce losses, organizations must be able to measure the efficiency of their manufacturing process. That’s where overall equipment effectiveness comes in. This article explores overall equipment effectiveness and its relation to maintenance.

What is Overall Equipment Effectiveness?

Overall equipment effectiveness (OEE) is a business metric that compares your equipment’s ideal performance to its actual performance. “Ideal performance” is considered to be a manufacturing process in which productivity is 100% – meaning that only good parts are produced, as fast as possible, without stopping. However, this level of perfection is impossible. In the real world, equipment fails, employees require breaks, and production processes are imperfect. Therefore, OEE measures how close your “actual” production process is to an ideal one.

What does OEE Mean for Maintenance?

As its name states, OEE is a measure of equipment effectiveness, not maintenance effectiveness. So, why then, should the maintenance team care about OEE? Maintenance activities influence an asset’s availability and reliability, which affect its OEE rating. Conversely, an asset’s OEE rating may change the way you schedule, manage, and carry out maintenance tasks.

Calculating overall equipment effectiveness may not be maintenance’s responsibility, but it is still valuable to learn how OEE is calculated and its significance. As you continue through this article, keep in mind that tracking and monitoring OEE is a company-wide effort, and that the activities of other non-maintenance departments factor into the OEE calculation.

Download our Common Asset Management KPIs Infographic for a quick reference to OEE.

How is OEE Calculated?

Before we jump into OEE calculations, we have a few words of caution. In order to calculate OEE, your organization should have the following in place:

OEE calculations require that you track and monitor certain data related to your manufacturing process and equipment. Each of these data points is outlined in its corresponding section below. If you are not currently tracking these values, you will need to collect this data before calculating your OEE. Once you have this information available, you may proceed.

OEE Formula

Overall equipment effectiveness formula – availability times performance times quality

Overall equipment effectiveness is the product of three factors: availability, performance, and quality.  Therefore, the OEE formula is availability multiplied by performance multiplied by quality. Each of these factors is explored below.

When performing the calculations listed, use the smallest unit of measurement you can and apply it consistently throughout. For example, if time is measured in seconds, every other time measurement should also be measured in seconds. Some time conversion may be required. Failing to use the same units of measure throughout will lead to inaccurate and useless results.

Availability

Availability formula for oee calculation – uptime divided by the sum of uptime plus downtime.

Availability is a measure of an asset’s actual runtime compared to its planned production time. To calculate availability, divide the runtime (i.e., uptime) by the planned production time (i.e., sum of uptime plus downtime).

In this formula, runtime is the amount of time when the asset is actually running and not experiencing downtime, also called uptime. Planned production time covers the entire time period the asset was expected to run, even if it did not. Therefore, planned production time is the sum of uptime plus downtime.

Asset availability takes into consideration any events that cause downtime and stop planned production for a significant amount of time. How “significant” downtime is defined depends on your organization, but it is commonly any stops that are several minutes long or long enough to warrant the tracking of the downtime event.

Downtime includes both planned and unplanned downtime. Planned downtime includes events such as setup, changeovers, adjustments, cleaning, and planned maintenance. Unplanned downtime is caused by equipment failures leading to unplanned maintenance.

Quick Reference: Data Required to Calculate Availability

  • Runtime: The amount of time the asset is not experiencing downtime; uptime.
  • Planned Production Time: The amount of time the asset was scheduled to perform its intended function.

Performance

Performance formula for oee calculation – the product of the ideal cycle time times the total count of product divided by total availability

Performance is a measure of how long it takes to complete a process, such as producing a single unit of a product, compared to the ideal time. To calculate performance, multiply the ideal cycle time by the total count of product, then divide by the runtime. The ideal cycle time is the theoretical maximum speed at which a single unit can be produced.

The performance metric takes into consideration anything that causes production to run at less than maximum speed, such as small stops and reduced operating speed. Small stops are caused by events such as misfeeds, jams, or misaligned sensors, and typically do not require maintenance to intervene. Organizations that employ autonomous maintenance as part of a total productive maintenance (TPM) program are able to greatly reduce small stops. Slow cycles are caused by normal wear and tear, poor lubrication, dirt and debris, and other factors that account for a less-than-ideal cycle time.

Quick Reference: Data Required to Calculate Performance

  • Ideal Cycle Time: The theoretical fastest time in which a single unit can be produced.
  • Total Count: The total number of units produced, including scrap and defects.
  • Runtime: The amount of time the asset was running during planned production time (derived from Availability)

Quality

Quality formula for oee calculation – divide the number of good units produced by the number of total units produced.

Quality is a measure of how many good units are produced compared to the total number of units produced. “Good” units are considered those that meet quality standards. It excludes scrap, defects, and units that require rework. Total count includes all units produced, regardless of quality.

Poor quality occurs when imperfect units are produced during startup or stable production. During startup, equipment may run through a warm-up cycle where non-usable units are produced. Additionally, human error can lead to incorrect equipment settings or problems during a changeover, which also affect quality. During stable production, incorrect settings and operator error can be responsible for scrap or rework.

Quick Reference: Data Required to Calculate Quality

  • Good Count: The total number of good units (i.e., units that meet quality standards) produced.
  • Total Count: The total number of units produced.

Putting It All Together: Calculating OEE

Let’s calculate OEE for a fictional production asset using the following information:

  • Planned production time was an 8 hour shift (28,800 seconds).
  • An asset experienced 1 hour (3,600 seconds) of downtime.
  • The fastest a good unit can be produced is 3 seconds.
  • Out of 7,000 units produced, only 6,500 met quality standards.

Availability

To find the runtime, subtract the downtime from the planned production time. In 8 hours of planned production time (28,800 seconds), there was one hour (3,600 seconds) of downtime. Therefore, there were 7 hours (25,200 seconds) of runtime.

Availability = 25,200 seconds / (25,200 seconds + 3,600 seconds) = 0.875

Performance

Under ideal conditions, it takes 3 seconds to produce a single unit. 7,000 units are required. As established in the availability calculation, runtime is 7 hours (25,200 seconds).

Performance = (3 seconds/unit * 7,000 units) / 25,200 seconds = 0.833

Quality

Of the 7,000 units produced, 500 were considered defective.

Quality = 6,500 units / 7,000 units = 0.928

Overall Equipment Effectiveness

With values for availability, performance, and quality, you can now calculate OEE by multiplying the values together.

OEE = 0.875 * 0.833 * 0.928 = 0.676

Multiply the result by 100 to express OEE as a percentage. In this example, the OEE rating is 67.6%

How to Interpret OEE Rating

Your first OEE calculation provides a benchmark against which to compare future OEE ratings. Since the rating is broken down into three parts (i.e., availability, performance, and quality) you can focus on factors that are lagging. After changes have been in place for some time, calculate OEE again and compare the results. Try not to get too hung up on the number itself – what’s important is that the number improves over time.

World-Class OEE

When reading about overall equipment effectiveness, you will often see a cited world-class OEE rating of 85%. While it is tempting to compare your OEE to this number, keep a few things in mind.

First, it is very challenging to achieve a high OEE rating. Consider a production line whose availability, performance, and quality are all 90%. Sounds pretty good, right?  Based on the formula used earlier, the OEE rating for this production line is 72.9% – well below the 85% world-class rating.

Second, the development of world-class OEE was based on experience working in plants that had successfully implemented total productive maintenance (TPM). Organizations that have not done so are unlikely to come close to 85% OEE. In reality, the OEE in most organizations is closer to the 45% – 60% range.

Last, OEE ratings are only true for the exact assets or production processes being measured. OEE ratings should not be compared asset-to-asset or process-to-process unless they are identical. You should not compare OEE between dissimilar assets, processes, organizations, or industries given their numerous differences.

How Maintenance Can Improve Overall Equipment Effectiveness

One of the most important ways the maintenance team can improve OEE is to use a computerized maintenance management system (CMMS). CMMS software tracks critical data about your assets and maintenance process, helping you better manage, organize, and document maintenance activities. Leveraging a CMMS enables you to easily make changes to maintenance operations that contribute to OEE improvements.

A CMMS can be used to collect data about asset failures, maintenance history, and unplanned downtime, useful for improving availability and performance. In terms of performance, organizations can use CMMS software to optimize preventive maintenance schedules, provide technicians with checklists for completing maintenance tasks, and track failure trends.

Proactive maintenance activities planned and managed through a CMMS keeps equipment in optimal condition, thereby impacting quality. In addition, CMMS software functions as a maintenance request system that allows machine operators or others to submit service requests directly to the maintenance department, increasing the awareness of maintenance needs.

Improve Equipment Maintenance with FTMaintenance Select

Though effectively utilizing overall equipment effectiveness is a company-wide effort, the maintenance team has a big role to play in improving asset availability and performance. FTMaintenance Select computerized maintenance management system (CMMS) software provides a single platform for documenting, managing, and tracking maintenance activities, and can be useful tool for OEE calculations. Schedule a demo today to learn more about FTMaintenance Select.

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

Young male technician inspecting a piece of equipment to observe it in its failed state for the purposes of documenting the failure.

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 Failure Codes?

A failure code, sometimes called problem a code, is a value used to uniquely identify a type of failure and is often found in a computerized maintenance management system (CMMS) or enterprise asset management (EAM) software. In earlier generations of CMMS software, asset failures were commonly codified using short alphanumeric acronyms or abbreviations. Because modern CMMS solutions are more powerful and can handle much larger amounts of data, failure “codes” are commonly alphanumeric codes supplemented by a longer-form description.

Where are Failure Codes Used?

Failure codes are used in maintenance management and asset management software for asset failure tracking. Technicians apply failure codes to work orders to show that a certain type of failure occurred. This may occur at the time the problem is reported or discovered, or when the work order is closed.

Organizations using a CMMS with a maintenance request portal may include an input field for failure codes on the service request form. Doing so allows requesters to feed failure information to the maintenance team, allowing technicians to plan ahead before going out for a repair.

Why Use CMMS Failure Codes?

There are many reasons organizations use CMMS failure codes.

Standardization of Failure Documentation

Technicians may describe problems inconsistently on work orders. One technician may report a problem as “too hot”. Another might describe it as “overheated”. A third technician might observe the issue as “high temp”. While each of these descriptions might be understood to describe the same problem, there is not common data from which to compile the information. Failure codes standardize data entry and provide a defined set of values on which to search, sort, and filter failure records in a CMMS.

Without the use of failure codes, maintenance managers would need to review all work orders or maintenance records individually in order to identify equipment failure trends. While CMMS software might help parse through some data, results may still be incomplete.

Maintenance Reports

From an asset performance tracking perspective, failure codes provide common data on which to filter data or run CMMS reports. For example, a report might bring attention to how many times a specific type of failure has occurred on a given asset. A Pareto chart report might reveal which asset failures account for the most maintenance work, providing a starting point for reevaluating preventive maintenance schedules.

Compliance with Regulatory Standards

Identifying failure records with failure codes is required by some regulatory standards. For example, organizations in the oil and gas industry following the ISO 14224 standard are required to collect, at a minimum, the following failure data:

  • Unique failure record identification (i.e., a failure code)
  • Equipment identification/location
  • Failure date
  • Failure mode
  • Failure impact on equipment function

This information is collected to improve the safety, reliability, and maintainability of oil and gas assets. However, similar requirements can apply to other industries.

Learn how a CMMS benefits your industry

Implementation of a Failure Analysis-Driven Maintenance Strategy

Failure tracking is a critical component of more advanced failure analysis. For example, industries with rigorous maintenance tracking requirements use failure codes for failure tracking strategies such as:

  • Root Cause Analysis (RCA): the process of identifying the main reason for asset failure and determining an approach to resolve it
  • Failure Mode and Effects Analysis (FMEA): the process of identifying potential failures that may exist within the design of an asset or process
  • Reliability-Centered Maintenance (RCM): the process of analyzing breakdowns to determine the most effective maintenance approach for each asset

While failure tracking is beneficial, tracking failures alone provides limited value. Each of the strategies above involves analyzing asset failures by tracking the failures themselves, reasons why the failure happened, and what was done to resolve the issue. Using failure codes with cause codes and remedy codes paints bigger picture of asset failures. Cause codes and remedy codes are each covered in their own articles in this series.

CMMS Failure Code Construction

The information on which to base failure codes originates from a number of sources. In organizations that do facility or property management, codes may be derived from building automation system (BAS) software with built-in alarm codes. In manufacturing environments, automated machines may have failure codes built into the PLC or HMI system. Standards organizations such as the Society of Automotive Engineers (SAE) or the American Society for Quality (ASQ) also provide universal standards that include recommendations for failure codes or failure code creation.

Failure Code Design

Failure codes are typically customized to match each organization’s unique assets and operating environment. Custom failure code development should collect input from all stakeholders, including employees who may request assistance, maintenance personnel who perform the work, and operations and engineering staff who need to understand what is happening in the field. The two most common approaches to create failure codes are asset-based failure codes and inspection-based failure codes.

Asset-based Failure Codes

With asset-based failure codes, each asset is assigned a set of failure codes relevant to the asset class or unique asset. One advantage to this approach is that, if the CMMS supports it, technicians will only be required to choose from a limited number of failure codes specific to the selected asset. A disadvantage is that those in charge of creating failure codes will need to create them for every asset or asset class.

Asset-based Failure Code List Example

Below is an example of an asset-based failure code list for a valve. Note that this list is not exhaustive of all types of valve failures.

Failure Code Failure Code Description
FTC Failure to close; valve stuck open or fails to close fully
FTO Failure to open; valve stuck closed or fails to open fully
DO Delayed operation; valve opening/closure time different from specification
EL External leakage; medium escapes to environment
IL Internal leakage; internal leak of actuating fluid
LCP Leakage through valve in closed position
PLUG Plugged; Flow fully or partially restricted
ABR Abnormal instrument reading

Inspection-based Failure Codes

Inspection-based failure codes account for possible types of failures based on one’s sensory observations. For example, failure codes may be created for conditions such as noise, visible damage, fluid levels, vibrations, and so on. Unlike asset-based failure codes which are specific to an asset, inspection-based failure codes are broader.

An advantage of inspection-based failure codes is that they are easier to set up than asset-based failure codes, and can be applied universally. However, more supplementary detail must be entered into the CMMS for them to be valuable.

Inspection-based Failure Code List Example

Below is an example of an inspection-based failure code list. Note that this list is not exhaustive of all types of equipment failures.

Failure Code Failure Code Description
ALARM Alarm, sensor problem, display indicator, no reading, etc.
DAMAGE Worn down, broken, fractured, punctured, etc.
DIRT Dirt, debris, or foreign matter
LEAK Fluid leaking, spraying, dripping, etc.
NOISE Abnormal sound, knocking, rubbing, etc.
PRESSURE Over or under pressure
TEMP Abnormal temperature (too high or too low)
VIBRATION Excessive vibration, shaking, wobbling, etc.

CMMS Failure Code Best Practices

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

  • Consider Team Experience: Seasoned technicians who have a deep knowledge of assets will have an easier time adopting a system of failure codes that is more specific. Technicians with less experience may benefit from generic failure codes.
  • Keep Failure Code List Size Manageable: There should be a balance between failure code lists that are too granular or too broad. Overly-specific failure codes create too many options and are confusing. Overly-broad failure codes may not accurately describe certain problems. Having a limited set of failure codes to select from encourages technicians to document failures consistently.
  • Hold Team Accountable for Use: Failure tracking with failure codes will only be effective if used consistently and correctly. A CMMS allows you to see if failure codes are being used properly, and becomes a reference point for identifying and correcting data entry mistakes.
  • Review and Update the Failure Code List: Failure code lists are not “set and forget”. There are sure to be instances where existing failure codes don’t cover all observed failures or certain codes can be eliminated or combined. Review the failure codes list periodically and update as needed.

Conclusion

Failure codes can add value to your asset management practices. Whether starting small with a basic coding system or using advanced failure analysis, a CMMS makes tracking asset failures easy. FTMaintenance Select is an easy-to-use maintenance management software platform that allows you to closely track asset failures through robust asset tracking tools and maintenance reports. Request a demo today to learn more about FTMaintenance Select.

How to Create Your Own Asset Naming Convention

Asset naming conventions can take many forms. Our previous article, 3 Asset Naming Convention Designs to Consider, provides an overview of possible naming conventions that you could use to name assets in your CMMS. Listed among those options is the opportunity to create your own naming system, which is what will be covered in this article.

This article is part of a series of articles on the topic of asset naming conventions. After reading this article, be sure to check out our other articles on this topic:

How to Create Your Own Asset Naming Convention

Manufacturing facility floor with machinery that can be identified through asset naming conventions.

Asset naming conventions help identify assets throughout your facility.

The following information can assist you in developing your own asset naming convention for your organization. Keep in mind that there is no single, best way to do this, as each organization has different needs. At the very least, we can offer some food for thought and best practices to help you create an effective asset naming convention.

Asset Naming Convention Components

Asset naming conventions consist of two components: 1) a unique asset number and 2) a descriptive name. The asset number is a way to uniquely identify an asset within a CMMS or other computerized maintenance tracking system. Numbers must be unique so that duplicate records do not exist and that maintenance activities can be traced back to specific individual assets. A descriptive name further helps identify assets and ensures that all stakeholders are speaking in common terms when discussing maintenance needs.

Naming Assets

Organizations that create their own asset naming convention should decide what components work best for their stakeholders. For example, organizations that do fleet maintenance may embed manufacturer – but not location information – into the asset name, as vehicles are constantly on the move. Facilities management organizations may use location information, such as an address, as a part of the asset name. Below is a list of potential components that you may embed in your asset number:

  • Asset Type: Motor, HVAC unit, press, boiler, etc.
  • Characteristic: Make, manufacturer, model, revision, color, size, etc.
  • Location: Country, state, site, address, building, floor, room, factory line number, etc.
  • Numbers: Manufacturer serial number, VIN number, equipment code, etc.

Describing Assets

As for the descriptive asset name, that part is up to you. It is recommended that you only include enough information as necessary. In fact, a CMMS may limit you as to how many characters (i.e., letters and numbers) can be stored within a field. Asset descriptions may include:

  • The asset type
  • A description of the sub-type of that asset
  • A defining characteristic

For example, a light bulb may be described as “Lamp, Fluorescent, 40 Watt.”

Asset Naming Convention Examples

The following are two examples intended to help you visualize how an asset naming convention might be structured.

Scenario 1

An organization operates out of a single building with a moderate number of assets. A possible naming convention may look something like AAA-###, where:

  • AAA represents a three-character code identifying the type of asset (e.g. AHU = “Air Handling Unit”, Chiller = “CHL”, CNC lathe = “CNC”, etc.)
  • ### represents the unique identifier, such as a number (e.g., 001, 002, 100, etc.)

Example: CNC-001.

This example refers to one of the CNC lathes located at the facility. The description might be “CNC, 2-Axis, 4500 RPM”.

Scenario 2

An organization has plants in multiple locations across the United States. Each plant has multiple buildings that house several assets of the same type, such as air handling units. The asset naming convention for this organization may be of a form AA-BB-CCC-###, where:

  • AA represents the state postal code abbreviation (e.g., AZ, CA, WI, etc.)
  • BB represents the building number (e.g., B1, B2, B3, etc.)
  • CCC represents a three-character code identifying the type of asset (e.g. AHU = “Air Handling Unit”, Chiller = “CHL”, CNC lathe = “CNC”, etc.)
  • ### represents the unique identifier, such as a number (e.g., 001, 002, 100, etc.)

Example: WI-B2-AHU-003.

This example refers to one of the air handling units in building 2 at a Wisconsin-based facility. The description might be “Chiller, Reciprocating, 150 TR”.

Of course, the examples in this article represent naming conventions with varying degrees of depth and do not represent all possible naming structures. It is up to your organization to determine the format, structure, and depth of your naming convention.

Asset Naming Best Practices

Asset naming conventions do not need to be complex in order to be effective. The goal of developing a standardized naming system is for users of your CMMS and other employees to be able to recognize an asset, its location, or its purpose at-a-glance. Keep the following best practices in mind when crafting your asset naming convention:

  • Be Logical: Maintenance technicians should be able to draw meaning from asset names. Do not label boilers as “XYZ.” Instead, use a more logical code such as “BOIL” or “BLR”.
  • Be Consistent: Terminology, abbreviations, and numbering schemes should not vary. For example, all chillers could be abbreviated as “CHLR”. All numbering should use the same number of digits. For example, the first record created under a number scheme that uses three digits will be “001” instead of “1” or “01”.
  • Be Unique: Each asset name should be unique to prevent confusion.
  • Avoid Duplicate Data: Asset names do not need to include information that is defined elsewhere (although, they can). Search capabilities in a CMMS make this information easy to find.
  • Leave Room for Growth: Naming conventions should leave room to easily add new asset records – which may be subsets of existing records. For example, separate asset numbers by 100, 500, or 1,000 for major subgroups.
  • Prioritize the Use of Letters: Numbers, when used alone, hold little meaning. Letters can be much more informative and make asset names easier for employees to interpret.
  • Use a “Drill Down” Approach: Employ a hierarchical structure that allows users to “drill down” to relevant, granular data.

Set Yourself Up for Success with FasTrak Consulting Services

Creating an asset naming convention can be a challenge for first-time CMMS users. At FasTrak, we offer CMMS consulting services that will help you and your team maximize your use of FTMaintenance. An FTMaintenance consultant will work with you to understand your current asset environment and develop an effective asset naming convention for your organization. Contact us today to learn more about FasTrak’s FTMaintenance consulting services.

Asset Naming Convention Designs: Best Practices for CMMS Implementation

A line of industrial pump stations that can be better identified with an asset naming convention.

This article is part of a series of articles on the topic of asset naming conventions. After reading this article, be sure to check out our other articles on this topic:

Why Create an Asset Naming Convention?

Naming is a key component of managing assets in a computerized maintenance management system (CMMS). Using consistent asset names in a CMMS, you can identify assets more easily, search and query data more effectively, and make valuable data more readily available.

However, CMMS software limits the number of characters allowed in a given data field, making it necessary to rethink how assets will be named in the system. Now, you may be asking what the best way is to design your naming scheme. In truth, you can format asset names any way you wish…although there are some generally accepted best practices which we encourage you to follow. These practices are outlined in our article, How to Create Your Own Asset Naming Convention.

Asset naming conventions vary from organization to organization. The naming scheme your company uses is entirely up to you! The purpose of this article is to provide you with a few options to consider when crafting your asset naming convention: 1) using an existing internal naming convention, 2) using a tried-and-true system, and 3) creating your own naming convention.

3 Asset Naming Convention Designs to Consider

Follow an Existing Internal Asset Naming Convention

Remember, it is not only the maintenance team that needs to track maintenance assets. The accounting department is also responsible for tracking all assets and their costs, such as original purchase price, depreciation, and maintenance expenses. It should be no surprise that the accounting team also values a good naming convention.

Making use of an existing internal naming convention can be beneficial, as it allows for better cross-department communication about maintenance assets. Look to see how your organization’s accounting department names assets and consider if it will work for you. If you are unsatisfied with their naming system, you should still track the number in your CMMS. Doing so ensures that both departments have a common reference when referring to the same asset.

Below are some advantages and disadvantages of this asset naming convention option:

Advantages:

  • Easy to Implement or Adopt: Asset names and numbers have already been assigned by an internal resource. All you must do is match names and numbers to the asset records in your CMMS.
  • Improved Communication: A single naming system leads to better cross-departmental communication between maintenance, accounting, purchasing, and others.

Disadvantages:

  • May Not Meet Requirements: The naming convention may not meet your maintenance management requirements if it was developed with a different purpose in mind.
  • Possibility of Change: It is possible that the base naming convention may change, creating a mismatch between your asset records and data in other systems.

Rely on Tried-and-True Asset Naming Systems

There’s no need to reinvent the wheel. There are already a number of tried-and-true naming conventions out there. For instance, your vendors may already use a naming system that you can easily adopt. Employees may also offer ideas of what worked well based on their previous work experience.

A well-vetted, proven asset naming system is the United States Department of Defense’s National Stock Number (NSN) system. Regarded as the gold standard in asset naming, domestic and foreign governments across the world use the NSN system because it provides a standardized asset naming system for a large number of items – as many as 6 million items (and counting)!

A diagram showing the meaning coding system used for each National Stock Number (NSN).component.

National Stock Number Anatomy. Image derived from Wikipedia – click image to visit page.

The National Stock Number itself is made up of smaller subgroups, each with their own coding system. The 4-digit Federal Supply Classification Group (FSCG) number is comprised of the Federal Supply Group (FSG) and Federal Supply Class (FSC) numbers.

The next portion is the 9-digit National Item Identification Number (NIIN). The first two digits are the National Codification Bureau (NCB) number, a “country code” or “nation code” that represents the nation assigning the item number. For example, the United States is represented by “00” or “01”; Canada’s code is “20” or “21”. The remaining 7 digits are sequentially assigned, unique numbers.

Aside from the asset number itself, the NSN system also seeks to establish a simple, common description for each tracked asset. For example, a CNC lathe might be described as “CNC, 4-axis, 3000 RPM.” This link provides a thorough explanation of the National Stock Number (NSN) system and can be a good research document for those interested in studying further.

Of course, even widely used naming systems aren’t “one size fits all” solutions. Just because you are basing your asset naming convention on a tried-and-true system doesn’t mean that you can’t make changes. You can take the elements that apply most and modify it for what makes the most sense for your organization.

Below are some advantages and disadvantages of this asset naming convention option:

Advantages:

  • Trustworthy: Other organizations have used the naming system with great success, giving you the confidence that your asset naming convention will also be successful.
  • Easy to Use: Well-established naming systems provide a template from which you can easily assign names and numbers to your assets.
  • Best Practices: Tried-and-true naming conventions are regarded as best practice, which may not necessarily be true with internal or custom naming systems.

Disadvantages:

  • Complexity: Some naming conventions consist of many separate coding systems, making it tedious to follow or apply.
  • Too Large of a Scope: Naming systems such as the NSN tracks millions of assets. You may not require the same level of detail if managing a small number of assets. A simpler naming strategy may be more appropriate.

Create Your Own Asset Naming Convention

While it is convenient to base your asset naming convention off of an existing one, other schemes are not always easily adapted to your needs. Instead, you can create your own naming system. Custom-made naming systems provide the flexibility to make asset numbers and names more meaningful for your team.

For example, you can build meaning into asset numbers by incorporating information such as asset type, manufacturer, model, building number, and more. For more detail, read our article How to Create Your Own Asset Naming Convention. Below are some advantages and disadvantages of this asset naming convention option:

Advantages:

  • Flexibility: Since you are not locked in to a previously-defined set of naming rules, you can incorporate any information of your choosing to make names and numbers more meaningful to your team.
  • Meets Your Specific Requirements: You know your maintenance needs the best. A custom naming convention gives you the exact information your organization requires.

Disadvantages:

  • Time to Develop: It takes careful planning, time, and effort to devise the rules and requirements that must be adhered to when naming assets.
  • Longevity: Custom naming conventions that aren’t built with enough flexibility break down over time, creating the need to change the system.

Manage Your Assets with FTMaintenance

FTMaintenance asset management software allows organizations of all sizes to effectively track their maintenance assets. To help you use FTMaintenance most efficiently, we offer CMMS consulting services that can be used to help your team evaluate and develop asset naming conventions. We draw on over 30 years of experience in industrial automation to make maintenance management easy for our customers. Contact us to learn more about FasTrak’s FTMaintenance consulting services.

Best Practices for Preparing Maintenance Data Before CMMS Migration

Overhead view of employee viewing graphical CMMS data on a laptop computer.

A computerized maintenance management system (CMMS) is only as good as the data in it. Bad maintenance data can disrupt operations and lead to costly mistakes, but even the best CMMS cannot fix underlying data management issues. To prevent data quality issues, it is critical to closely vet any maintenance data prior to importing it into the CMMS.

This article covers how to clean, prepare, and migrate data from its original source into the CMMS, ensuring accuracy from day one.

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

How to Clean Up and Prepare Data Before CMMS Migration

The eagerness or urgency to implement a CMMS often causes organizations to overlook critical data preparation. Skipping these steps can result in incomplete, duplicate, or incorrect records that undermine the system’s effectiveness. To avoid these problems, it’s important to follow a structured approach to cleaning and preparing your maintenance data before migration. The steps to migrate maintenance data to a CMMS typically involve:

  1. Determining what data to collect
  2. Selecting the data collection tool
  3. Prioritizing and collecting the key information
  4. Cleaning your maintenance data
  5. Preparing your data importation file
  6. Establishing good data entry practices

Following these steps ensures your maintenance data is accurate, consistent, and reliable, helping your team make better decisions and avoid costly mistakes.

Step 1: Determine What Maintenance Data to Collect

Maintenance data exists in various formats and locations, ranging from hand-written notes on a desk to paper work orders in a file cabinet, to data stored in spreadsheets or other computerized systems. The goal of data collection is to gather all relevant maintenance data and format it so that it can be easily organized, edited, and formatted for later importation.

Depending on your goals for the CMMS, not all maintenance data will or should be imported. Having too little information available will hamper use of the system, but too much data can be overwhelming. Think about your maintenance management goals and what information is required to achieve them.

For example, some organizations choose not to track MRO inventory, so information about parts can be omitted. There will be a minimum amount of data required for effective maintenance tracking, but not all information will be relevant. Collecting only the data you need will be a big timesaver.

Types of CMMS Data

CMMS software allows you to manage several types of maintenance data, each playing a role in effective maintenance management. Understanding what maintenance data you already have – and what data the CMMS allows – can help you determine what kinds of information to collect. The primary types of CMMS data are as follows.

Asset Data

Asset data refers to information about your physical assets and equipment. Asset records typically include the following data:

  • Asset identification numbers: Unique identifiers that are used to track assets.
  • Current condition: The asset’s operational status and overall health.
  • Location: Where the asset is physically located within the organization.
  • Operating specifications: Operating parameters, such as capacity, power requirements, safety standards, and other performance requirements.
  • Downtime, meter readings, and other performance data: Relevant metrics related to the asset’s availability and reliability.
Work Order Data

Work order data captures the performance of maintenance activities, including what was done, who did it, and what resources were used, among other information. Work order data typically includes:

  • Details: Essential data about the work order such as its unique number, completion status, priority, assignment, and relevant life cycle dates.
  • Tasks: The specific actions taken to perform the work outlined by the work order.
  • Parts and tools: The materials and supplies, and quantities of such, required to carry out the maintenance tasks.
  • Labor resources: The people or organizations that performed the work and their labor hours.
MRO Inventory Data

MRO inventory data is the information related to your inventoried assets and consumables. Inventory data can include:

  • Inventory identification numbers: Unique identifiers used to track MRO items.
  • Stocking location: The exact location within a stockroom or other inventory location where parts are stored.
  • Quantities: The level of stock on hand, allocated to work orders, and available to use.
  • Procurement information: Information related to replenishing stock, such as reorder point, economic order quantity, and supplier information.
Labor Resource Data

Labor resources are parties that provide labor for an organization, whether it is an employee, vendor, contractor, or other service provider. Examples of labor data include:

  • Labor resource information: The names of the labor resources.
  • Role and skills: The job title, department, labor craft, type of services provided, and other applicable skill information.
  • Certifications: Documentation of any formal training or certifications held by the labor resource.
  • Labor costs: The hourly rate for work performed by a labor resource.
Maintenance History

Maintenance history is a record of all past maintenance activities. CMMS solutions automatically create a maintenance history using closed work order records. Some systems allow you to directly import historical work orders or use attachments to maintain history records.

Other Management Data

Management data provides essential insights that help maintenance managers and other decision-makers assess performance, control costs, and optimize operations. This data includes:

  • Key performance indicators (KPIs): Measures of performance. Common KPIs include Mean Time to Repair (MTTR), Mean Time Between Failures (MTBF), and maintenance backlog.
  • Cost information: Information related to the overall expenses incurred by the maintenance team. For example, costs related to labor, parts and materials, and operations.
  • Scheduling data: Information that outlines planned maintenance activities including task frequency, labor availability, and stock replenishment.

Step 2: Select the Data Collection Tool

Your maintenance data will ultimately need to be formatted according to the CMMS’s importation requirements. Most systems allow you to migrate maintenance data from spreadsheets to the CMMS or import flat file formats like CSV (comma-separated values) or text files (.txt files). Most organizations use Microsoft Excel® for data collection, though other tools may be used.

Step 3: Determine How Much Data to Collect

Collecting data on tens, hundreds, or even thousands of assets all at once is a painstaking effort. Instead, prioritize which assets will be imported first and what data should be recorded for each asset.

To reduce the burden of data entry, start by collecting key maintenance data on the most critical assets to business operations. Non-essential, “nice to have” information can be added at a later time.

Once critical assets are entered in the system, repeat the process for less-critical assets. Supplementary data can be entered manually, or updated via additional imports if the CMMS allows it.

Step 4: Clean Your Maintenance Data

As the saying goes, “garbage in, garbage out.” What this translates to is that if poor-quality maintenance data is entered into a system, expect poor-quality results. Your maintenance data is a valuable asset, so it’s important to ensure that the data is “clean” and error free.

Data cleaning, also referred to as data scrubbing or data cleansing, is the process of ensuring data is correct, consistent, and usable by fixing or removing data that is inaccurate, corrupted, incorrectly formatted, duplicated, or incomplete. After your data has been collected, use the following guidelines to clean up and prepare your data for CMMS migration:

  • Remove any obsolete, outdated, or unused information
  • Rename any records to follow a standardized numbering scheme
  • Eliminate duplicated information
  • Standardize record IDs according to a naming convention
  • Remove extra blank spaces or special characters that may cause improper sorting
  • Check spelling, correct typos, and ensure consistent capitalization
  • Fill in missing data
  • Verify that data, such as numbers and dates, are in the correct format as required by the CMMS
  • Verify that data meets character limits

Step 5: Expand Your Dataset

During the data cleaning process, you may encounter gaps in your maintenance data. Now is a good time to add any extra data to the dataset. If you discover missing information after data importation, it can be entered manually. If your implementation timeline allows, you may also wish to collect data for non-critical assets as well.

Step 6: Prepare Your Data Import File

By now, your maintenance data is almost ready for migration. First, you will need to map your maintenance data to the appropriate fields in the CMMS database. Your CMMS vendor will provide with premade data import templates or instructions for formatting your data file.

Each CMMS has its own data file requirements regarding what data is required, data formats, and file formats. Work with your CMMS vendor if you have any confusion about terminology, file structure, or other formatting requirements.

Before you import data, take one last opportunity to review your data for any errors or inaccuracies. Once maintenance data is in the system, it may not be easy or quick to clear out. Minor errors can be corrected after importation, however.

Step 7: Establish Good Data Entry Practices

Your data preparation and cleaning efforts will all be for naught unless you establish good data entry practices to safeguard the integrity of your maintenance data. The last thing you want is for bad maintenance data to infiltrate your CMMS.

The data migration step of CMMS implementation is the perfect opportunity to review – or establish – data entry standards. Documenting and training users on these rules will help prevent inaccurate or incomplete data from making its way into the system.

One common way to standardize data entry is to develop an asset naming convention that sets rules for how records should be uniquely tracked in the CMMS. Using a defined set of rules to identify records makes them simple to interpret, easier to sort and search, and provides a consistent way to name new records.

Configuration options, such as the ability to set required data entry fields, helps avoid incomplete records from being created. In some systems, administrators can even control what type of data a field will accept. Discuss configuration options with the vendor during product setup.

Finally, train your employees on any new policies or procedures for using the system. If bad habits aren’t broken, you’ll be back to square one in no time.

Migrate Your Maintenance Data to FTMaintenance Select

Data quality issues can lead to far-reaching and costly consequences if not addressed before migration. By following the best practices in this article, you can feel confident that your maintenance data is accurate, complete, and ready to import.

FasTrak offers a range of data importation and entry services to make the transition to FTMaintenance Select seamless, helping your team get on track with trustworthy data and start realizing the benefits of your CMMS from day one. Request a demo of FTMaintenance Select today to learn more.

What is an Asset Naming Convention (and Why Does it Matter)?

Unfortunately, not much attention is given to the process of naming assets. Can you imagine identifying tens to thousands of assets based solely on a description? Not only would it be exhausting and confusing, it would be highly inefficient. In this article, we cover the basics of asset naming conventions.

This article is part of a series of articles on the topic of asset naming conventions. After reading this article, be sure to check out our other articles on this topic:

What is an Asset Naming Convention?

A magnifying glass enlarging an images of gears representing asset naming conventions as a part of asset identification

Asset naming conventions make asset identification easy, both in real life and in your CMMS.

In relation to implementing computerized maintenance management system (CMMS) software, an asset naming convention defines how your assets will be referenced in the system. As mentioned in our article, What is Asset Management?, identification plays an important role in asset management. Asset naming conventions are developed to remove any vagueness and ambiguity when communicating about maintenance assets.

Why Naming Assets Matters

By looking at the name alone, stakeholders should be able to tell what an asset is and where it belongs. While you could name assets willy-nilly, if you want to meet the goals of efficient communication and analysis, asset names must be standardized.

Naming Convention Example: Corporate Email Addresses

To demonstrate, let’s look at a naming convention for corporate email addresses:

A very common way to assign email addresses to employees is to use some combination of their first and last name. For example, John Doe’s email address might be jdoe@example.com, john.doe@example.com, or something similar. The next email assigned would follow the same structure – James Smith’s email would start with jsmith or james.smith.

The pattern then continues for each employee – using the first convention, Derek Johnson’s email address starts with djohnson, Alice Matthews’ starts with amatthews, Mike Williams’ mwilliams, and so on.

Based on this naming convention, it is very easy for an employee to determine the email address for Mark Jacobs without knowing it beforehand. Also, there is no confusion as to whom the address belongs. Now, imagine how difficult it would be if employee email addresses did not follow such a structure – it would be very easy to make mistakes and become confused. The same concept applies to the naming of industrial assets.

Importance of Asset Naming Conventions in Maintenance Management

From the corporate email address example, hopefully you’ve identified why standardized asset naming is important. The same benefits apply to maintenance management as well. Here are a few ways asset naming conventions can improve maintenance management:

  • Quicker Onboarding of New Employees: You cannot assume that new employees have experience with the types of assets used in your organization. While over time technicians will be able to easily identify assets, it will be difficult for someone new to know the differences between them.
  • Brevity: Though manual maintenance management systems allow you to be more verbose and wordy, lengthy descriptions take more time for technicians to decipher. Maintenance software limits the amount of characters that can be used, making it necessary to be short and to the point when describing assets.
  • Consistent Data Entry: A clear naming convention makes it easy for users to name new assets during data entry.
  • Efficient Use of CMMS: A standardized asset naming convention allows CMMS users to quickly locate existing assets in the system. Additionally, finding and sorting assets becomes easier because data is grouped together in a more logical manner

Further Reading: What is Asset Management?

Track Assets with FTMaintenance

Asset naming conventions are important, but there is more to asset management than naming and numbering. With a proper maintenance management system like FTMaintenance in place, you can identify, locate, track, and report on your maintenance assets. Learn more about FTMaintenance asset management software.

What is Condition-based Maintenance? | How CbM Works and When to Use It

Maintenance person pressing a button on a voltage control panel in response to an alert from condition-based maintenance

Key Takeaways

  • Condition-based maintenance (CbM) is a proactive maintenance technique that focuses on real-time asset performance
  • CbM alerts employees when equipment is performing outside of its specified range, prompting maintenance intervention
  • Assets with high repair and replacement costs are good candidates for condition-based maintenance
  •  Computerized maintenance management system (CMMS) software, like FTMaintenance, tracks maintenance activities related to condition-based maintenance

What is Condition-based Maintenance?

Condition-based maintenance (CbM) is a proactive maintenance technique that uses real-time data (collected through sensors) to identify when an asset’s performance or condition reaches an unsatisfactory level. By observing the state of an asset, a practice known as condition monitoring, maintenance professionals can identify when an asset is about to fail or has failed. With CbM, maintenance work is performed only when needed in response to the asset’s real condition, preventing unnecessary maintenance tasks.

Condition-based Maintenance (CbM) vs. Predictive Maintenance (PdM)

Though condition-based maintenance and predictive maintenance (PdM) have some overlap and are often used interchangeably, they are not technically the same. CbM focuses on real-time asset performance and conditions, and alerts you the exact moment monitored parameters are out of bounds. For example, a sensor reading taken from an oil pump may show a major drop in pressure, indicating that a component has failed.

Predictive maintenance utilizes real-time asset data, like CbM, in addition to predictive analysis to determine when an asset will fail in the future. To continue our previous example, sensor readings from an oil pump may be used to forecast when an issue will occur or is beginning to form. As you can see, while both CbM and PdM use condition monitoring, the key difference is timing – what is the condition of an asset right now (CbM) versus what might the condition of the asset be in the future (PdM).

How Condition-based Maintenance Works

Condition-based maintenance consists of three steps: 1) capturing sensor data, 2) communicating data, and 3) performing maintenance work.

Capturing Sensor Data

Condition-based maintenance monitors asset performance through non-destructive testing carried out by condition-monitoring sensors. These sensors check conditions, such as vibration, temperature, and pressure, while assets are in operation. They may be provided by the original equipment manufacturer (OEM), be integral to the equipment, or purchased and retrofitted after initial installation. Common condition-monitoring sensors include:

  • Accelerometers: Measure vibration, velocity, and displacement.
  • Infrared Cameras: Detect heat and displays results on a thermal image.
  • Fluid Condition Sensors: Observe the condition of a fluid such as oil.
  • Tank Level Sensors: Monitor the level of fluid in a tank.
  • Pressure Transducers: Measure the pressure of liquids and gases.
  • Ammeters: Gauge the current running through a circuit.

Communicating Data

maintenance technician in hard hat-control panel-dual monitor-viewing SCADA connections-communicating data

Trained maintenance technicians can view data captured by sensors to better understand an asset’s current condition before performing maintenance work.

Once a sensor has found that a monitored parameter is out of its normal operating range, it must communicate that information to a human employee who can provide a remedy. Notifications can take many forms. A programmable logic controller (PLC) that runs a machine may notify a technician that service is required in a variety of ways like, for example, turning on a stack light. A human-machine interface (HMI) or SCADA system may turn on a warning light, sound an alarm, display a message, or send a text or email notification. Computerized maintenance management system (CMMS) software may auto-generate a work order.

Performing Maintenance Work

When a monitored condition creates an alarm or notification, the maintenance team is dispatched to fix the problem. Based on the resolution, the maintenance team will create Standard Operating Procedures (SOPs) that provide technicians with step-by-step instructions on how to solve the issue. SOPs are then included on maintenance work orders generated by CMMS software, enabling technicians to respond faster and perform repairs with higher quality and consistency. Maintenance personnel also document their work in the CMMS once work is complete.

Advantages of Condition-based Maintenance

As part of an overall maintenance management strategy, condition-based maintenance provides the following advantages:

  • Optimized Time Spent on Maintenance: Condition-based maintenance is performed as needed, maintenance teams can optimize the use of their time.
  • Less Disruption of Production: Some issues identified by CbM can be corrected without shutting down equipment, ensuring higher availability for production.
  • Lowered Chance of Catastrophic Failure: Condition-monitoring sensors catch problems the moment they happen, allowing technicians to respond quickly before more serious problems develop.
  • Reduced Asset Downtime: When properly configured, CbM can be associated with specific failure modes. This allows the maintenance team to quickly diagnose possible causes, thereby increasing the speed of response times and reducing downtime.

Disadvantages of Condition-based Maintenance

Every maintenance approach has drawbacks. The following list outlines some of the challenges with CbM:

  • High Sensor Costs: Cost of purchasing, installing, and maintaining condition-monitoring sensors and related software can exceed the total benefit of reduction on failures and downtime.
  • Unpredictable Peak Times: Condition-based maintenance events are unplanned and may result in periods where multiple assets need attention at the same time.
  • Difficulty in Choosing Sensors: Sensors come in many different types, sizes, and shapes, making it a challenge to select the right one.
  • Reliability of Sensors: Sensors installed and used in harsh locations have the potential to become damaged, perform incorrectly, and provide faulty readings. Wireless sensors rely on the strength of the company’s Wi-Fi signal to consistently communicate data.
  • Required Expertise: A high level of technical knowledge by staff is necessary to implement and maintain sensors, use related software, and interpret sensor data.

When to Use Condition-based Maintenance

The decision whether to use condition-based maintenance depends on the expected return on investment (ROI). Organizations must assess the amount of risk involved if an asset fails by asking questions like:

  • How critical are potential failures?
  • What does it cost to resolve failures?
  • Are those failures likely to recur?

Highly critical production assets with high repair and replacement costs are usually the best candidates for a condition-based maintenance program. Typically, CbM is used in large, asset-intensive organizations including automotive suppliers, oil and gas, facilities with complex building automation systems, utilities, and organizations that rely on fleet vehicles.

Read On: Explore our Industries page to see how FTMaintenance supports your industry.

FTMaintenance Supports Condition-based Maintenance

Maintenance professionals track condition-based maintenance activities in CMMS software like FTMaintenance. FTMaintenance provides a single platform for documenting, managing, and tracking CbM work orders and maintenance resources. Schedule a demo today to discover how FTMaintenance can support your condition-based maintenance operation.

Predictive Maintenance (PdM): What It Is and How It Works

A fortune teller hovering her hands over an illuminated crystal ball attempting to predict maintenance needs.

Assets that fail unexpectedly result in costly downtime, lost productivity, and safety risks. While preventive maintenance can reduce the likelihood of failures, it doesn’t account for an asset’s actual condition and often leads to over-maintenance.

Predictive maintenance (PdM) helps organizations anticipate equipment failures by leveraging real-time data, allowing them to perform maintenance only when truly necessary. In this article, we explore how predictive maintenance enables a more proactive, data-driven approach to failure prevention.

What is Predictive Maintenance?

Predictive maintenance (PdM) is a proactive maintenance technique that uses real-time asset data (collected through sensors), historical performance data, and advanced analytics to forecast when an asset failure will occur.

Using data collected by condition-monitoring devices during normal operation, predictive maintenance software uses advanced formulas (called algorithms) to compare real-time data against known measurements and accurately predict asset failure. This data is often integrated and managed within a computerized maintenance management system (CMMS), which helps track asset data and schedule work orders based on these predictions.

Advanced PdM techniques may incorporate cutting-edge technologies such as machine learning and artificial intelligence (AI). The result of PdM is that maintenance work can be scheduled and performed before an asset is expected to fail, thereby helping minimize downtime.

Preventive Maintenance vs. Predictive Maintenance

Preventive maintenance (PM) and predictive maintenance share a common goal – to stop asset failures before they happen. However, they differ in their approach.

In a typical PM program, maintenance activities are commonly scheduled according to strict time-based or usage-based intervals, manufacturer recommendations, or as a result of inspections. While useful, these methods only detect obvious problems based on one’s sense of sight, sound, touch, and smell.

Predictive maintenance relies on data gathered through condition-monitoring sensors that can detect internal wear that cannot be directly observed, is too dangerous for humans to inspect, or would otherwise require equipment to be shut down and opened up. Maintenance events are then scheduled based on an asset’s real condition and performance, and performed only when needed.

Condition-based Maintenance vs. Predictive Maintenance

Condition-based maintenance (CbM) and predictive maintenance are closely related strategies, but differ in how and when they trigger maintenance tasks.

CbM involves monitoring equipment in real time or at set intervals to measure whether equipment performance exceeds predefined thresholds. For example, a work order may be triggered if a vibration reading goes beyond an acceptable limit. While this approach prevents some failures, it is still largely reactive – maintenance is only performed when warning signs are already present.

Predictive maintenance takes condition monitoring a step further by using advanced analytics and machine learning to detect subtle patterns in sensor data that indicate future failure. This proactive approach gives maintenance teams more time to act or schedule maintenance well-before failure occurs.

How Predictive Maintenance Works

Predictive maintenance involves three main components:

  1. Capturing sensor data
  2. Communicating data
  3. Making predictions via data analysis.

Let’s use an analogy to explain: think of the weather forecast provided by your local TV news station. To provide an accurate weather forecast, meteorologists collect and analyze weather data obtained from multiple sources, such as Doppler Radars, satellites, and surface-level weather stations. These devices measure conditions such as air temperature, wind speed, and barometric pressure, and send the data to a database.

With the assistance of computer-based modeling and analytics tools, meteorologists are able to turn the stored data into a weather forecast presented to viewers. Based on the forecast, viewers can prepare for the days ahead, including how to dress, what road conditions are expected, and how travel times may be affected. Predictive maintenance works in a similar way.

Although you cannot control all events, with an accurate prediction you can often prevent asset failure. Just as meteorologists rely on specialized tools to measure weather patterns, predictive maintenance depends on multiple technologies to monitor asset health.

Capturing Sensor Data

A thermographic image of a pipeline without thermal insulation, being monitoed by a condition-monitoring sensor as part of a predictive maintenance (PdM) program.

Predictive maintenance utilizes sensors and nondestructive testing to evaluate an asset’s performance and condition. Condition-monitoring sensors can perform spot checks at regular intervals or continuously monitor assets while they are in normal operation. Common condition-monitoring technologies include:

  • Infrared thermography: Detects temperature using infrared imaging.
  • Acoustic monitoring: “Listens” for sonic and ultrasonic frequencies.
  • Current analysis: Measures voltage and electrical current.
  • Corona detection: Identifies electrical discharge.
  • Vibration analysis: Monitors displacement, velocity, or acceleration to identify vibration patterns.
  • Oil analysis: Checks lubrication of machinery and assesses oil condition.

Communicating Data

Once sensors have captured equipment condition and performance data, it must be stored and analyzed. One advanced communication technology is called the Internet of Things (IoT), where equipment sensors send and share information via a wired or wireless internet connection. Data is sent to, and stored in, a database where it awaits analysis.

Making Predictions

The defining function of predictive maintenance is the ability to forecast when an asset will fail. This capability is what sets PdM apart from condition-based maintenance. Data is collected and analyzed using algorithms to compare an asset’s current performance against its expected performance, determine the level of deterioration, and estimate when maintenance will be needed.

More advanced PdM programs apply machine learning to historical failure patterns, using sophisticated models to more accurately predict remaining useful life (RUL). These models improve over time as they learn from additional data, making predictions increasingly more accurate and reliable.

However, the accuracy of predictive maintenance depends heavily on the quality of the data collected. If sensors are improperly calibrated, data is incomplete, or CMMS records are outdated, the predictions generated by PdM algorithms may be unreliable. Therefore, in addition to their regular maintenance work, maintenance teams must regularly verify that sensors are functioning properly.

CMMS software supports predictive maintenance by providing historical equipment data for use in predictive algorithms. It also contributes to maintenance planning by generating, scheduling and tracking work orders based on predictive analysis.

Advantages of Predictive Maintenance

The U.S. Department of Energy’s Operations and Maintenance Best Practices Guide reports that predictive maintenance can reduce maintenance costs by up to 30%, eliminate breakdowns by up to 70%, and increase equipment uptime by as much as 35%. In addition, predictive maintenance offers these additional benefits:

  • Improved Ease of Maintenance Scheduling: Since the need for service is known well-before work is actually required, activities can be scheduled when equipment is available for maintenance.
  • Increased Asset Uptime: Assets can remain in operation until maintenance is truly warranted. Other strategies may cause excessive downtime due to over-maintaining, under-maintaining, or unexpected breakdowns. By relying on actual equipment condition, PdM minimizes unnecessary downtime.
  • Combined Benefits of Other Maintenance Techniques: PdM combines the proactive nature of preventive maintenance with the real-time monitoring of CbM to deliver optimal timing and resource use.
  • Lower MRO Inventory Costs: Predictive maintenance helps maintenance teams better forecast inventory demand, reducing last-minute purchases, expedited shipping costs, and excess MRO inventory.
  • Improved Safety: PdM helps identify and address potential failures before they become more severe, helping to reduce the risk of equipment-related damage and accidents.

Disadvantages of Predictive Maintenance

Even with all its benefits, be aware of some of the potential drawbacks of predictive maintenance.

  • Large Upfront Cost: A predictive maintenance program requires a large investment in condition monitoring hardware, advanced analytical software, employee training, and man-hours to purchase and install. These costs can be a barrier to smaller organizations or those with limited budgets.
  • Required Expertise: PdM requires staff with specialized knowledge in sensor technology, data interpretation, and software tools. These technical skills may not be readily available in every organization.
  • Not Cost-Effective for All Assets: PdM is best applied to mission critical, high-value assets. Simpler maintenance strategies may offer a better return on investment for low cost, non-critical equipment.

When to Use Predictive Maintenance

Deciding whether to use predictive maintenance depends largely on its return on investment (ROI). That is, whether the cost savings from avoiding unplanned downtime and extending asset life will outweigh the costs of implementation. Organizations should also consider an asset’s criticality and repair vs. replacement cost. PdM is most valuable for high-value, production-critical assets whose failure significantly disrupts operations.

Industries with remote or mobile assets – such as oil and gas, utilities, and fleet maintenance – also benefit from predictive maintenance, as it reduces the need for frequent site visits and allows maintenance to be scheduled only when necessary.

Additionally, compliance with industry standards or contractual obligations may require adopting predictive maintenance practices. For example, international standards such as ISO 17359 provide best practices for condition monitoring and diagnostics, which some organizations adopt to meet customer expectations, regulatory oversight, or quality certifications.

However, predictive maintenance is not the right fit for all assets. For example, using sensors to monitor a facility’s roof for leaks would require numerous sensors, without a guarantee they’d be placed in areas where issues actually occur. In such cases, preventive maintenance tasks, such as regular inspections, are more practical and cost-effective. Similarly, for assets that are inexpensive or easily replaced, setting up a PdM program may outweigh any potential savings.

It is important to understand that implementing a predictive maintenance program is not immediate. Organizations may spend several months collecting baseline performance data, fine-tuning predictive algorithms, and integrating their CMMS. While the long-term payoff can be substantial, it requires careful planning, consistent data input, and ongoing evaluation to achieve ROI.

Anticipate Equipment Failures with FTMaintenance Select

Predictive maintenance is an advanced maintenance strategy that helps you avoid unnecessary downtime and maintenance intervention. While implementing PdM is a large undertaking, it is more manageable with the right tools in place.

FTMaintenance Select is a comprehensive CMMS solution that helps you document, manage, and track maintenance activities from a single platform, regardless of which maintenance strategies you use. Our work order software automates work order creation, notification, distribution, and completion to help you stay ahead of issues and keep operations running smoothly. Mobile CMMS extends your CMMS to technicians in the field, allowing real-time work order management while on the go. Request a demo today to see how FTMaintenance Select empowers you to become more proactive about failure prevention.

What is Facility Management? Definition, Key Functions, and Examples

High angle view of a busy open office plan that benefits from proper facility management.

Key Takeaways:

  • Facility management encompasses the management of physical workplaces, people, and support services
  • Maintenance functions support the day-to-day and long-term operational goals of facilities
  • Facilities maintenance teams greatly benefit from using computerized maintenance management system (CMMS) software, like FTMaintenance

Whether it is a manufacturing plant, a hospital, or an apartment complex, all types of facilities must be properly managed to stay functional. Though the concept of facility management is not new, its meaning has evolved as buildings have become more complex. This article provides a brief introduction to facility management.

What is Facility Management?

First, let’s define what is meant by “facility.” While many people associate the word facility with industrial buildings and factories, a facility can be simply defined as “a place for doing something.” Therefore, facilities include schools, hotels, hospitals, offices, and other spaces.

Now, we can define facility management. There are many definitions out there, including the following:

  • From the International Facility Management Association (IFMA): “A profession that encompasses multiple disciplines to ensure functionality, comfort, safety, and efficiency of the built environment by integrating people, place, process, and technology.”
  • From the International Standards Organization (ISO): “An organizational function which integrates people, place, and process within the built environment with the purpose of improving the quality of life of people and the productivity of the core business.”

While each of these definitions is correct, they are a bit technical. For this article, facility management (FM) is defined as the coordination of physical workplaces (facilities), people, and support services in order to support a business’s goals in the most cost effective way possible.

Why Facility Management is Important

Simply put, facility management adds value to a business by addressing many of its immediate and long-term needs. When properly done, facility management activities reduce maintenance costs, ensure the well-being of employees, and protect the business from liability. Continuity planning helps organizations prepare for growth and develop contingency plans for emergencies. Ultimately, facility management creates a productive environment that allows the organization to focus on its core mission and goals.

Components of Facility Management

Graphic of facility management, showing the division of hard and soft facility management services.

The components of facility management are commonly divided into two groups, hard services and soft services, which are described in the following sections. Keep in mind that the scope of facility management covers a broad range of functions and activities. The mixture of responsibilities is unique to each organization, and not every one performs each function.

Hard Facilities Management Services

Hard services relate to the maintenance and management of any physical part of a building, including assets, space, and infrastructure. These services are typically required by law and are essential to the workplace. Hard facilities management services include:

  • Management of planning, construction, design, and relocation projects
  • Management of building systems including HVAC, electrical, and plumbing
  • Real estate management and leasing
  • Preventive maintenance (PM) on buildings, interiors, and assets
  • Managing and responding to maintenance requests
  • Other capital improvements

Soft Facilities Management Services

Soft services are services related to people, whether they are employees, customers, or tenants. These services make facilities more comfortable, satisfying, and secure. Soft facilities management services include:

  • Building security
  • Space planning
  • Responding to environmental, health, and safety issues, including emergency planning and preparedness
  • Catering and food services
  • Cleaning, sanitation, and janitorial services
  • Groundskeeping, landscaping, and pest control
  • Educating others about regulations and compliancy requirements
  • Mail management
  • Waste management

Facilities Management Operations and Maintenance

With the countless number of assets to maintain throughout an facility, there’s no question that maintenance plays a key role in the facility management. Maintenance ensures that all moving parts of a facility’s operations are well-kept and remain functional. Not only that, but operations and maintenance work together to provide an engaging, productive environment.

Maintenance functions assist with both day-to-day and long-term facilities operations. During everyday operations, the maintenance team resolves unexpected issues, such as repairing a roof leak or fixing a jammed machine. Ideally, facility managers will be alerted of maintenance needs via a maintenance request system.

Facility management also considers long-term maintenance needs. Building systems, such as HVAC, electrical and lighting, plumbing, and security services are monitored through regular preventive maintenance. Repairs can be anticipated through predictive maintenance (PdM), although this type of maintenance is typically only possible in very large organizations.

Aside from maintaining and repairing assets, maintenance inspections are vital to facility operations. Through inspections, facility managers confirm that a workplace is up-to-code and meets regulatory requirements. Doing so keeps people and the environment healthy and safe.

Given all that goes in to facility maintenance, one can imagine the difficulty of tracking maintenance activities by hand. Many organizations track their maintenance activities in computerized maintenance management system (CMMS) software.

CMMS for Facility Maintenance Management

Facility management professionals can greatly benefit from using CMMS software. A good CMMS stores all information about your equipment and facility assets, MRO inventory, and employees in one place. Listed below are other features and functionality that make CMMS an essential tool for managing facilities:

Automated Preventive Maintenance Scheduling

Though regular preventive maintenance is a high priority, it’s easy for work orders to fall through the cracks. CMMS software organizes and automates your master preventive maintenance plan. Automated work order scheduling and activation ensures that preventive maintenance activities are performed right on time, every time.

Maintenance Request System

It is important to keep an eye on the maintenance needs across the facility. A maintenance request system allows non-maintenance employees, tenants, and customers to submit requests directly to the maintenance department. Instead of inundating maintenance staff with emails, phone calls, and pages, users submit requests through a simple, online form. By using a single channel to receive requests, unexpected maintenance needs become much easier to manage.

Vendor and Contractor Management

Commonly, organizations outsource some aspect of their facilities management operations. For example, it may be more economical for an HVAC service provider to fix rooftop units instead of hiring a specialist full time. A CMMS tracks vendors that provide maintenance supplies, parts, and services. Some solutions even provide invoicing, inventory purchasing, and receiving functionality.

Mobile Access

Today’s maintenance technician is constantly on the go. It is inefficient, inconvenient, and at times, impossible for technicians to be tethered to a standard, desktop computer. Modern CMMS systems provide mobile accessibility that allows staff to access work orders and maintenance data on location from internet-connected devices.

Manage Your Facility with FTMaintenance

FTMaintenance CMMS software supports all industries that perform facility maintenance, such as manufacturing plants, government, hospitals, and property management. Learn more about how FTMaintenance facility maintenance software improves facility management.

Read Case Study: Greater Hickory Cooperative Christian Ministry

How to Write an RFP for CMMS Software

stack of documents-desk-office-RFP

In our article What is a Request for Proposal?, we covered the basics of requests for proposal (RFPs). To quickly recap, an RFP is a formal document that describes the product and services requirements of a project and solicits proposals from qualified vendors. Because a computerized maintenance management system (CMMS) will be at the center of your maintenance operations, it is important that you carefully craft your RFP so that you get high-quality responses from vendors. Our goal in this article is to give you the basics of what you need to create your own RFP document.

Things to Do Before Writing your RFP

Before you can write your CMMS RFP, you need to do your homework. The more information you are able to provide from the get-go, the better vendors can tailor their responses to your needs. You’ll also be able to answer any questions more competently, guiding vendors into preparing better proposals. For our purposes, we’ll assume that you’ve already formed your software evaluation team made up of key CMMS stakeholders. Here are some things to do before writing your RFP:

Identify Pains and Set Goals

The reason you are looking for CMMS software is because you’ve identified some challenges or areas for improvement with your current maintenance operations. Together with your CMMS project team, identify and discuss top maintenance pains for your organization, establish your maintenance management goals, and outline how you expect a CMMS to help you address your maintenance management needs.

Figure Out the Details

Aside from pains and goals, your organization should also discuss an implementation timeline and a budget for the CMMS solution. These details may affect which vendors the RFP is sent to and can help you during your evaluation of vendor responses. You also need to consider how the CMMS RFP distribution and response process will be managed. Consider the following questions:

  • To how many vendors will you send your RFP?
  • Who will be the point of contact for vendors?
  • What is the deadline for responses?
  • Do you prefer responses to be delivered in paper, electronically, or both?
  • In what form may vendor questions be submitted?
  • Who will be assigned to answer vendor questions?
  • How will responses be evaluated?

Understand Software Deployment Options

How your CMMS software is deployed will be a critical decision that will impact other aspects of the vendor’s RFP response, such as licensing, pricing, and implementation timeframe. Determining the deployment option that you will require will help guide your RFP writing. If you are unsure which option is best for you, vendors may include multiple options in their responses. Therefore, it is important to understand the differences between on-premise versus cloud CMMS and how each might impact your organization.

Learn about some common RFP mistakes so you can avoid making them during your writing process.

Sections of an RFP

Though most RFPs typically have the following sections, these can change depending on the size of the project or the sector in which your organization operates:

Project Overview

The project overview summarizes the key points of all the other sections. The goal of the project overview section is for the reader to be able to quickly become familiar with your project without having to read the entire RFP. From the project overview, vendors should be able to determine if their products and services are a good fit for you.

Company Background

This section of the RFP provides vendors with key information about your company, such as what you do, who you serve, and how long you’ve been in business. It may also be beneficial to include the size of your organization in terms of the number and type of assets you maintain.

Technical Environment

It is important for vendors to know in what environment the software will be used. Be sure to include a description of your IT infrastructure, including details such as:

  • Computer platform (Windows or Mac) and operating system
  • Types of devices on which the software will be used (e.g., desktops, laptops, tablets, smart phones)
  • Current maintenance management system being used, CMMS or otherwise (and if integration is required)
  • Special hardware or software being used
  • CMMS deployment option preference
  • Number of users who will access the system and their roles (e.g. system administrator, service requester, primary end user, etc.)
  • Number of locations in which the software will be used
  • Any other limitations or constraints

Helpful Hint: Based on the CMMS RFPs that we’ve received for FTMaintenance, we find that they are often missing details about users. If vendors don’t know what software usage will look like, it will be difficult to provide accurate CMMS pricing and licensing information. Make sure your CMMS RFP includes an estimated number of users, their roles, and number of locations that will use the CMMS.

Project Goals

What does success look like in your eyes? That’s what the Project Goals section is for. Describing what outcome you have in mind helps vendors determine how their solution will best serve you. The more clearly you explain your vision, the more likely you are to get what you want.

Requirements

The Requirements section helps you clearly communicate what you need from vendors and provides an opportunity for them to respond with whether they can meet those needs and how well. This section can be further divided into two sections: product requirements and service requirements.

Product Requirements

In this section, you state what features and functionality your organization requires of a CMMS software product. This is typically done using a spreadsheet that allows vendors to indicate whether their solution meets the requirements, using a checked box or rating scale. Another column is usually included to allow vendors to provide long-form answers.

Helpful Hint: When listing your product requirements, avoid the “kitchen sink” method of including everything and anything you can think of. This list should be made up of true “hard” requirements that you must have in a CMMS solution. Although CMMS implementation is exciting, it is easy to get carried away and add wish list items or “nice-to-haves” to the list. If you feel that wish-list items are important to communicate, they should be listed separately from your requirements.

Service Requirements

Similar to the Product Requirements section, the Service Requirements is where you list what services you will need from the vendor you select to launch and support the CMMS software. Here are some questions to consider:

Budget

Letting vendors know what you’re able to spend on CMMS products and services helps them determine whether they can provide a solution at that price, or what “level” of solution to recommend. Even if you can only provide a best guess or a range, you don’t want to waste your time (or the vendor’s) by entertaining a solution that is way out of your price range.

Procurement Schedule

The procurement schedule provides vendors with the milestone dates for your project, including due dates for vendor responses, when short-listed vendors will be notified and expected to provide demonstrations, and when the finalist will be selected.

Selection Criteria

Each vendor will have different strengths, weaknesses, capabilities, and experience. You and your team should decide what factors are most important to you (e.g., CMMS software capabilities, price, proposed implementation and training, vendor qualifications or relevant experience), and communicate those criteria to vendors. To remain fair in your evaluation, you may also develop a rubric or scoring system, which should also be shared with vendors so that they can properly tailor their responses. Additionally, be sure to include how many proposals will be reviewed and by whom.

Submission Requirements

Submission requirements provide details about how and when proposals are to be submitted. Here are a few important questions to consider: Who will be the point of contact? How would you like to receive the proposals – by mail or electronically? What format should the proposal take – PDF, document, or spreadsheet? Will you take questions from vendors during the process?

Great RFPs Lead to Great CMMS Solutions

By now, you’re hopefully ready to start writing your CMMS request for proposal. The good news is that you likely already know much of the information to include in your CMMS RFP based on your experience and conversations with your internal team. The challenge is writing the document in a clear, well-organized manner. Considering a CMMS for your organization? FTMaintenance is a feature-rich, easy-to-use CMMS platform for documenting, managing, and tracking maintenance activities. Contact us for more information about where to send your RFP or for more information about how FTMaintenance makes maintenance management easy.

What is a Request for Proposal for CMMS Software?

 

Businessman with a laptop looking at a request for proposal (RFP) document

What does RFP stand for? An RFP, or request for proposal, is a standard tool that organizations use to conduct business. Depending on your organization’s size or sector, you may create a request for proposal as part of the computerized maintenance management system (CMMS) software purchasing process.

As a maintenance manager, you will likely be asked to contribute to or write an RFP. Therefore, it is important to have a basic understanding of requests for proposal, including what is an RFP, what is the RFP process, and is an RFP necessary? Here are the basics of RFPs:

What is an RFP?

A request for proposal (RFP) is a formal document that describes the requirements of a project encompassing products and services and solicits a proposal from qualified vendors. Organizations develop RFPs for big purchases and complex projects that require outside help, technical expertise, or specialized capability to complete. When used as part of your organization’s bidding process, an RFP helps you identify the best-qualified vendor who can meet your needs.

Who Uses RFPs?

Requests for proposal are typically used by organizations that operate in the public sector, such as government, education, or energy. Companies in these industries are generally required to engage in a fair bidding process with open competition from private companies. This process also ensures that vendors are submitting low-cost, competitive bids for projects funded by taxpayer dollars. Medium-to- large-sized private companies may also use an RFP as part of their software procurement process.

Who Writes an RFP?

The person or people who write an RFP depends on the organization. RFPs developed by large organizations will typically start from a template and be updated by someone in a business analyst role. Other key stakeholders in the CMMS buying process, such as the maintenance manager, will play a big role in defining requirements. If your company is writing an RFP for the first time, check out our blog article How to Write an RFP for CMMS Software.

Why Use an RFP?

There are many reasons why your organization may choose to develop an RFP. First, the RFP process is more comprehensive than independent research and includes more information than what is usually found online. RFPs result in higher-quality proposals which lead to better client-vendor relationships, and ultimately better outcomes and higher return on investment (ROI).

An RFP also helps you be more methodical about your evaluation of potential vendors. The RFP dictates what must be included in a response, making it easier for apples-to-apples comparisons. Following a formal RFP process also helps to remove some personal biases during evaluation, ensuring that your team selects a CMMS fairly and not just because someone on the team “likes” it.

Another reason to use an RFP is that technology purchases, like a CMMS, can be complex. An RFP gets all CMMS stakeholders involved and ensures all needs are addressed.

Do You Need to Use an RFP for a CMMS Software Purchase?

You may be wondering, “Do I need to use an RFP for my CMMS software project?” It depends. The RFP process can be demanding and time-consuming, which is why it is usually used in larger organizations with ample resources. Small businesses can usually get away with an abbreviated RFP process or a less formal approach altogether.

That said, the RFP process forces organizations to take a close look at why they have a need for a CMMS and document their goals for the system. Therefore, it may still be beneficial for companies, regardless of size, to consider going through an RFP exercise.

The RFP Process Explained

As we mentioned earlier, an RFP describes the project’s required products and services, but creating the document is just one part of the RFP process. The following steps outline a typical RFP process. Keep in mind that every organization’s procedure will differ depending on their size and sector in which it operates. For example, a government agency will likely use a more thorough, closely-examined RFP process than a medium-sized private business.

  1. Define Your Requirements
    Before you can draft your RFP document, you need to define your needs and requirements. To do this, you will need to discuss your current situation and maintenance management goals with key stakeholders in the organization and document exactly what the stakeholders need the CMMS to accomplish (and in what timeframe).
  2. Create Preliminary Vendor List via a Request for Information (RFI)
    Prior to drafting and sending out the formal RFP document, some organizations gather preliminary vendor information in the form of a request for information (RFI). The RFI briefly states your project needs and asks vendors a short set of standard questions about vendor history, capabilities, and experience.The goal of the RFI is to initially narrow the pool of potential vendors. Screening vendors in this way helps you identify who is worth sending your RFP document to and who you can remove from consideration before you get too far into the process. In another blog article, we cover other methods for building a CMMS vendor list.
  3. Write and Distribute RFP
    With your requirements defined and a list of potential vendors identified, you can begin to craft your RFP document. Your RFP should include questions that the CMMS vendor must answer regarding their proposed solution, approximate timelines, and cost, as well as other information about their company background and expertise, experience helping similar clients, and other qualities that make them special. Once the document is written, distribute it to the vendors identified earlier.
  4. Evaluate Responses and Create Vendor Shortlist
    Once vendor responses start rolling in, you and your team must review and evaluate the proposals. The goal is to narrow your vendor list down to the top 2 – 3 choices. A clear “winner” may not emerge from the group at this point, but there are usually a few vendors that everyone agrees are frontrunners. You should eliminate any vendor that does not meet your minimum requirements.
  5. Evaluate Finalists and Issue a Request for Quote (RFQ)
    When you have created your shortlist, you should reach out to each finalist to clarify any questions or concerns you have about the proposals. During this phase, you and your team should also schedule and participate in any product demonstrations.If pricing information and a quote were not included in the vendor’s RFP response, you may issue a request for quote (RFQ). An RFQ asks for a formal quote for products and services, and includes information like payment terms and contract details.

Read Blog Article: What to Expect from a CMMS Software Demonstration

  1. Make a Decision
    This is the part where all your hard work pays off. You and your team must look at all the information and options that you have been provided and determine which vendor you think can best deliver on your expectations. If you do not feel like you have enough information to make the decision, ask for additional demos, read user reviews or CMMS case studies, or ask for references, if needed. Once you have chosen a winner, make sure you also inform the other contenders that they were not selected.

What’s Next?

Requests for proposal must be written carefully in order to ensure that you get exactly what you want. There’s a lot of legwork that goes into the writing of an RFP document and we can help you with that. Read our blog article, How to Write an RFP for CMMS Software. In the meantime, learn more about the CMMS features and services FTMaintenance has to offer.

What is Total Productive Maintenance?

Young male technician inspecting a modern industrial printing machine as part of total productive maintenance

Total productive maintenance (TPM) is a high-level maintenance philosophy that has spawned much research and analysis from academics. Instead of doing a deep dive into all the tools, techniques, and methodologies involved in TPM, our goal is to introduce the main ideas of total productive maintenance in a simple, straightforward way.

What is Total Productive Maintenance?

Let’s start with a definition of total productive maintenance. Total productive maintenance (TPM) is a system of maintaining and improving the effectiveness of production through assets, employees, and processes that maximize equipment availability. To truly appreciate why TPM was developed, let’s add some context to our TPM definition.

TPM in Manufacturing

Manufacturing and other asset-centric organizations are highly dependent on equipment. In an ideal world, production would be perfect – you would produce high-quality, non-defective goods, as fast as possible, with zero downtime. In reality, there are production losses throughout the manufacturing process. Manufacturers want to reduce and control these losses as much as possible to achieve near-perfect production. (For organizations tracking Overall Equipment Effectiveness (OEE), this means achieving an OEE value that is as close to 100% as possible.)

In order to achieve optimal production, assets must be available when needed for production. Whether automated and run continuously or manually operated and run periodically, money is lost when equipment is stopped. At first, you might think it makes sense to hire additional maintenance staff that can be ready at a moment’s notice. However, overstaffing or idling employees can be very costly as well. Now what?

What if everyone, not just the maintenance team, was responsible for the upkeep and maintenance of production equipment? For instance, what if operators were trained to perform simple preventive maintenance activities on their equipment so the maintenance team could focus on more critical maintenance projects? Taking this idea a step further, what if engineers and original equipment manufacturers (OEMs) modified their designs to make them easier to use and maintain? These questions led to the invention of the concept of total productive maintenance.

Who Invented Total Productive Maintenance?

The idea of total productive maintenance was first developed in the 1950’s by Seiichi Nakajima, although the phrase wasn’t widely used until years later. Nakajima, a Japanese engineer, served as an interpreter for presentations on preventive maintenance given by American George Smith, someone at the forefront of maintenance improvement philosophy.

Inspired by Smith, Nakajima combined concepts from American preventive maintenance with other maintenance practices such as reliability engineering, quality management, and operator-assisted maintenance into a new process called total productive maintenance (TPM). This early version of TPM was founded on 5S, a workplace organization methodology which includes the following steps: 1) sort, 2) set in order, 3) shine (clean and organize), 4) standardize, and 5) sustain.

The 8 Pillars of TPM

Going beyond the 5S framework set by Nakajima, the Japanese Institute of Plant Maintenance (JIPM) further enhanced his idea by incorporating lessons from lean manufacturing. This led to the development of the 8 pillars of TPM, focusing on proactive and preventive maintenance techniques. Let’s briefly describe each pillar:

  1. Autonomous maintenance: The responsibility for simple preventive maintenance tasks is placed in the hands of equipment operators.
  2. Focused improvement: Small groups work together to identify and eliminate equipment-related losses.
  3. Planned maintenance: Scheduled preventive maintenance is based on predicted or measured failure rates.
  4. Quality maintenance: Spot checks, inspections, and root cause analysis (RCA) are used to identify and eliminate the causes of defective products.
  5. Early equipment management: Changes to equipment design are informed by the knowledge and experience of the people most familiar with it.
  6. Training and education: Operators, maintenance staff, and managers are cross-trained in order to fill in knowledge gaps between departments.
  7. Safety, health, and environment: Safety-oriented tasks are performed in order to maintain a safe and healthy work environment.
  8. Administrative TPM: Improvements are made to administrative functions and office spaces to reduce process losses and eliminate waste.

Who Uses Total Productive Maintenance?

In the 1960’s, Japanese automotive parts supplier Nippondenso (now Denso) was one of the first organizations recognized for employing total productive maintenance, although the components of TPM have changed over time. Today, TPM strategies are still primarily used in the automotive production and supply industry, although elements of total productive maintenance may be used elsewhere in manufacturing and beyond.

Benefits of TPM

Less Unplanned Downtime

As machine operators become more familiar with their equipment, they can more easily recognize when things seem out of the ordinary. Because they are on the front lines and able to spot problems sooner, operators can alert the maintenance team before equipment breaks down. Maintenance can then be planned for a time when it will not interrupt production.

Acknowledges the Importance of Maintenance to the Organization

For too long, maintenance has been viewed as a cost center that does not provide value to the organization. Thankfully, times are changing. With approaches like TPM and reliability centered maintenance (RCM), maintenance is now viewed as vitally important to the business. TPM’s maintenance-oriented approach helps to reinforce the perception that maintenance is something that adds value to the organization.

Safer Work Environment

TPM also brings focus to workplace safety. Introducing or improving safety-related maintenance tasks means that employees are able to work in low-risk environments. When accidents are reduced and potentially dangerous situations are avoided, employees’ attitudes become more positive, which can improve job satisfaction and productivity.

Reduced Backlog

With everyone contributing to maintenance, less pressure is placed on the maintenance team. Over time, the backlog of preventive maintenance jobs and maintenance requests will shrink, freeing up the maintenance team to work on capital improvements and other projects.

Lower Maintenance Costs

Unplanned downtime is costly. TPM’s focus on proactive and preventive maintenance reduces maintenance costs in many ways. For example, equipment that is regularly cleaned, lubricated, and inspected should experience fewer unexpected breakdowns, requiring less maintenance resources.

Predictable maintenance activities allow for better control over MRO inventory stocking levels, ensuring less overstock or expedited inventory purchases. Operators can identify emerging problems with their equipment before they become major failures, resulting in potentially low-cost, less significant repairs.

TPM can also help lower production costs. When equipment is not available, there is a domino effect that can result in stopped production, defective product, idle employees, and employee overtime, not to mention the increased stress of “catching up” when the problem is fixed. When maintenance is viewed as a team effort, production losses due to poor maintenance can be minimized.

Learn more about the advantages of preventive maintenance.

FTMaintenance Supports Total Productive Maintenance

In order for TPM to be successful, you must have a system for tracking maintenance activities. FTMaintenance is a computerized maintenance management system (CMMS) that supports any maintenance strategy by providing a single platform for documenting and tracking maintenance activities. See how FTMaintenance can help you improve your maintenance operations by scheduling your demo today.

What is Time-based Maintenance (TbM)?

Young male HVAC technician performing time-based maintenance hose replacement on a rooftop air handler.

In today’s complex industrial environments, organizations rely on a range of maintenance strategies to keep assets running efficiently and reliably. While investments in condition-monitoring and artificial intelligence-assisted predictive analysis are on the rise, simple time-based maintenance (TbM) is still widely used. In this article, we explore what time-based maintenance is and where it fits within broader maintenance strategies.

What is Time-based Maintenance?

Time-based maintenance (TbM) is a preventive maintenance strategy where maintenance tasks are performed at fixed time intervals based on an asset’s expected lifespan. This approach is based on the idea that failures are predictable and occur at regular frequencies. Depending on the asset, type of failure, and risk, intervals may be days, weeks, months, and even years. Time-based maintenance is also referred to as periodic maintenance or calendar-based maintenance.

Time-based maintenance is used as a way to balance the cost of frequent maintenance with the cost of unplanned downtime by carefully selecting appropriate maintenance intervals. These intervals may be derived from manufacturer recommendations, work order history, regulatory maintenance standards, and performance metrics like Mean Time Between Failures (MTBF).

Check out our article about asset management KPIs.

The goal is to find a sweet spot between too much and too little maintenance. Over-maintenance leads to unnecessary downtime, wasted time, and increased labor costs and part usage. Additionally, frequent interactions with equipment increase the risk of human error, which can reduce reliability. Under-maintenance causes problems to go unnoticed, leading to more severe – and usually more costly – failures.

Time-based Maintenance (TbM) vs. Condition-based Maintenance (CbM)

When it comes to proactively preventing equipment failures, organizations are often faced with the decision of using time-based or condition-based maintenance. Each strategy aims to service equipment before failures occur, but differ in how they determine when to perform maintenance.

Time-based maintenance (TbM) is performed on fixed intervals, regardless of the equipment’s actual physical condition. It is often used as a starting point for preventive maintenance because it is low cost and simple to schedule. A similar strategy is usage-based maintenance, which triggers maintenance based on equipment’s operating time instead of time intervals.

Condition-based maintenance (CbM) is performed based on equipment’s actual condition using data collected through condition-monitoring sensors. It is an advanced, data-driven strategy that allows organizations to schedule maintenance only when equipment is showing signs of decreased performance or imminent failure. While more precise than time-based maintenance, it requires more advanced infrastructure and upfront investment.

Learn more about condition-based maintenance.

Examples of Time-Based Maintenance

Senior safety technician doing monthly, time-based maintenance inspection of fire safety equipment like fire extinguishers.

Periodic maintenance is required to keep assets in proper operating condition. Time-based maintenance examples include:

  • Inspecting safety shut-off systems monthly
  • Cleaning HVAC coils quarterly
  • Testing emergency lighting and alarms every month
  • Replacing air filters annually
  • Inspecting rooftop air handlers seasonally

Benefits of Time-Based Maintenance

Time-based maintenance offers a straightforward, non-technical approach to preventive maintenance. This simplicity provides many benefits to maintenance teams:

  • Predictable Schedules: TbM follows a strict time interval, making maintenance activities consistent and easy to plan.
  • Ease of Implementation: Compared to more advanced strategies like condition-based maintenance, TbM does not require additional infrastructure to support maintenance activities.
  • Less Unplanned Downtime: As a form of preventive maintenance, TbM addresses minor issues before they progress into more costly breakdowns.
  • Simplified Procurement: Parts used in TbM have predictable demand, which makes inventory management and ordering easier.
  • Effective for Continuously Running Assets: Wear and tear is more predictable for assets that run continuously, allowing maintenance work to be scheduled at regular intervals.
  • Supports Regulatory Compliance: Regular inspections help meet legal or industry standards.
  • Requires Minimal Staffing or Technical Skill: Maintenance is performed on a fixed schedule, so technicians don’t need advanced diagnostics or specialized training to determine when service is needed.

Ideal for: Time-based maintenance is best for standalone equipment or equipment with only one critical component, such as HVAC units, generators, and conveyor belt motors.

Limitations of Time-based Maintenance

Despite its benefits, time-based maintenance should not be used as the sole maintenance strategy. Organizations that rely too heavily on TbM may face the following challenges:

  • Misplaced Focus on Failure Causes: According to Reliability Academy, most equipment failures are not age-related. This means that time-based maintenance may not effectively prevent many types of failures and should be supplemented with other maintenance approaches.
  • Increased Risk from Over-Maintenance: Performing maintenance too frequently introduces unnecessary risk such as incorrect reassembly, misalignment, or human error, which can lead to unexpected failures.
  • Higher Failure Rates Due to Under-Maintenance: Infrequent maintenance increases the risk of avoidable breakdowns, especially for assets with predictable wear patterns.
  • Ineffective for Infrequently Used Assets: Assets that are used intermittently do not degrade at the same rate as continuously running equipment. For these, time-based maintenance may result in over-maintenance or wasted resources.
  • Increased Costs from Unnecessary Maintenance: Servicing equipment that doesn’t require it leads to unnecessary downtime, labor costs, and use of spare parts or consumables.

For these reasons, time-based maintenance is best used in combination with other strategies such as condition-based or predictive maintenance (PdM) as part of a comprehensive preventive maintenance program.

Further Reading: Keeping Assets Healthy: A Complete Guide to 4 Types of Maintenance

When to Use Time-based Maintenance

Forklift truck in a warehouse that is kept operational through time-based maintenance.

How can time-based maintenance fit into your current maintenance strategy? According to a recent study, TbM is a practical choice for equipment that functions as a standalone unit and has predictable failure patterns. It is ideal for assets that have consistent wear and tear, making it easy to schedule maintenance without advanced condition monitoring tools. While TbM is effective in these cases, it should be part of a broader maintenance strategy that accounts for other types of failures.

How a CMMS Supports a TbM Strategy

A computerized maintenance management system (CMMS) is a powerful tool for managing your time-based maintenance strategy by leveraging automated work order scheduling and management features. Here are some ways a CMMS supports TbM:

  • Robust Asset Tracking: Maintain visibility of your maintainable assets, their condition, and service history.
  • Work Order Scheduling: Create a custom, time-based maintenance schedule for each piece of equipment.
  • Automatic Work Order Generation: Automatically create work orders using calendar-based or usage-based triggers.
  • Maintenance Analytics: Use reports and dashboards to analyze maintenance activity, track KPIs, and determine optimal maintenance intervals.
  • On-the-go Access: Empower your team to be more productive by providing access to work orders from mobile devices.

As your maintenance program matures, a CMMS can also support your transition to more advanced strategies, ensuring your system grows with your needs.

Schedule Timely Maintenance with FTMaintenance Select

Despite its simplicity, time-based maintenance is the foundation of many organizations’ preventive maintenance strategies. When managed well, it reduces downtime, extends asset life, and keeps operations running smoothly. FTMaintenance Select CMMS is preventive maintenance software that allows you to optimize your maintenance frequency through flexible calendar- and usage-based scheduling options. Work orders are automatically generated according to your preset schedule, ensuring no maintenance tasks fall through the cracks. Request a demo of FTMaintenance Select to see how you can put time-based maintenance into action.

History of Maintenance: The Evolution of Industrial & Facility Maintenance Practices

Historically, maintenance has been viewed as a necessary evil that, while valuable, costs the company money. Although some organizations may still hold this idea to be true, many companies today regard maintenance as an essential part of business operations that has an impact on the bottom line. What accounts for the change in thinking? To find our answer, let’s take a quick look at the history of maintenance.

The First Industrial Revolution

Artist depiction of a steam-powered pump

Near the end of the 18th century, the first Industrial Revolution was just beginning to take shape in the United Kingdom and across Europe, and later made its way to the United States. Steam power started being used for production, and machines were gradually replacing human labor in manufacturing and agriculture.

Overall, the machinery of the time was tough, had basic controls, and was fairly reliable. Also, production demands were not as great as they are today, so avoiding downtime was not a critical concern. Factories employed a “use it until it breaks” mentality and focused largely on corrective maintenance, which was performed primarily by machine operators. Machines that could not be fixed were replaced.

The Second Industrial Revolution

The Second Industrial Revolution started in the United States during the mid-to-late 19th century. During this period, new discoveries and innovations drove manufacturing forward. The discovery of electricity meant that factories could stay open longer and electricity-driven machines could produce products at a much larger scale.

Factories continued to replace people with machines, and Henry Ford’s assembly line further strengthened mass production. Maintenance teams became slightly more proactive and used a basic time-based maintenance (TBM) strategy which involved replacing parts at specific time intervals, whether it was needed or not.

Once the Great Depression hit in the early 20th century, little money was available to replace machines. Maintenance became a more specialized skill set as employees learned how to fix and repair what was broken. At the same time, machine operators were directed to push equipment to its limits, resulting in frequent failures and high maintenance costs. Unfortunately, rising costs were typically blamed on the maintenance team.

War Production and World War II

In 1939, conflict was spreading throughout Europe and Asia, setting the stage for World War II. Factories in the United States were being converted from producing consumer goods to producing war materials to support Great Britain and other American allies.

After the attack on Pearl Harbor in 1941, President Franklin Roosevelt set aggressive goals to out-produce and overwhelm the Axis Powers. As millions of Americans entered the military, their positions in the workforce were taken by millions of women, minorities, and other citizens.

Besides becoming combat pilots, many women started working for military support services, including aircraft maintenance. As the needs to maintain and fix military vehicles and manufacturing equipment became a priority, maintenance started to become an independent function.

The United States Department of War even recruited skilled mechanics and technicians from machine manufacturers, such as John Deere, to serve as a military maintenance units that kept combat equipment in working order.

Aftermath of World War II

Following World War II, war production converted back to domestic goods as soldiers returned home from the battlefields. The strong, post-war economy kicked off the baby boom in the United States, and thriving markets became more competitive. To stay ahead of their rivals, manufacturers sought to increase their production which meant that maintenance costs would also grow if nothing changed. In response, factories began to put more effort into preventive maintenance activities.

Meanwhile, the industrial rebuilding of Japan gave birth to the concept of total productive maintenance (TPM), where small groups of workers were responsible for performing routine maintenance on their own machines to keep the equipment in top operating order.

In the 1960’s, high airplane crash rates caused the Federal Aviation Administration (FAA) and United Airlines to investigate the effectiveness of preventive maintenance practices in the airline industry. This investigation debunked long-held beliefs that assets and components had a set “lifetime” before they had to be replaced. Under what was called reliability-centered maintenance (RCM), more focus was placed on understanding and prioritizing asset failure and developing plans to better manage those failures. RCM concepts were soon adopted by other asset-intensive industries and large corporations that required maximum uptime.

The Third Industrial Revolution

programmable logic conrtollers (PLC) in a rack

The rise of electronics in the second half of the 20th century launched a new era of industrial automation. Production processes became more automated thanks to programmable logic controllers (PLCs) and robots. Employee safety became a maintenance concern as highly-performing equipment brought about more risk for accidents. Punch card-based computerized maintenance management systems (CMMS) were used in large companies to remind technicians to perform simple maintenance tasks. Later, technicians fill out paper forms, which were then handed to data-entry clerks to type into mainframe computers to track maintenance work for each asset.

Building on the concepts of RCM, maintenance strategies in the 1990’s began using the concept of risk when making maintenance decisions. Risk-based maintenance (RBM) sought to optimize maintenance resources by prioritizing the risk of failure, with high-risk assets being subject to more intensive maintenance programs.

The early ‘90’s also saw the expansion of personal computing, which made CMMS solutions more affordable for medium-sized companies. Microsoft Access® and Excel®-based maintenance management became common. Although many companies still rely on these systems, there are more powerful options available today.

Into the 2000’s

Advancements in computing and information technologies into the 2000’s further impacted the way maintenance was performed and managed. CMMS systems could now be hosted on the cloud and accessed over the internet.

Low-cost, Software as a Service (SaaS) subscriptions and minimal IT requirements made cloud-based CMMS attractive to, and more affordable for, small businesses. Improved wireless and mobile technology made it possible for organizations to access their CMMS from internet-connected smart phones, tablets, and laptop computers.

The continued growth and application of internet technologies in recent years allows world-class organizations to implement advanced maintenance strategies such as condition-based maintenance (CbM) and predictive maintenance (PdM). With these strategies, internet-connected sensors are used to monitor asset conditions such as vibration, temperature, noise, and pressure, and predict when failure is about to occur. CMMS software continues to be improved to support these advanced maintenance strategies.

Keep Up with Changing Maintenance Practices with FTMaintenance

The history of maintenance evolved drastically over times and continues to change today. No matter what maintenance strategies you use, it is important to have a system in place to help you manage maintenance activities and provide value to your organization.

FTMaintenance is a feature-rich, easy-to-use platform that allows you to easily document, manage, and track maintenance activities. With a full suite of tools for managing work orders, assets, inventory, preventive maintenance, and more, FTMaintenance CMMS software will help you improve your current maintenance operations and prepare for the road ahead. Request a demo to see FTMaintenance in action!

How to Create a Vendor List for CMMS Research

A maintenance professional searching for CMMS vendors on a laptop.

We all select service providers on a regular basis, whether it’s a plumber, phone service provider, car repair shop, insurance agent, or another service. In most cases, these choices are low risk because it’s relatively easy for us to switch if we’re unhappy. In a business setting, however, it is often more difficult to change vendors because the selection and implementation process can be lengthy – and costly!

Investing in a computerized maintenance management system (CMMS) involves more than just purchasing a piece of software – you’ll also build a long-term relationship with the software provider. Therefore, you must select your CMMS product and vendor carefully. Going through a formal selection process will increase your chances of choosing the best vendor for your needs.

By this point, hopefully you’ve formed your evaluation team and documented your organization’s maintenance management needs. If so, read on the learn how to create a vendor list. If not, read our blog article about who to include in the buying process.

Where to Find CMMS Software Vendors

A range of vendors offer a variety of CMMS products. While some are designed as general purpose tools, others meet specialized maintenance management needs. For instance, some products are best suited for fleet management while facilities managers will find other CMMS products that better fit their needs.

The fact that you’re reading this article probably means that you’ve already started looking for a CMMS solution. Here at FasTrak, we pride ourselves on providing high-quality maintenance management software, FTMaintenance, that’s supported by superior customer service. Go ahead and add us to your list. You can also use the following sources to further build your CMMS vendor list.

Word of Mouth

Your coworkers may have used maintenance management software in the past. Talk to them about what products and vendors they have worked with, what their experience was like, and what they would recommend.

Online Communities

Message boards, forums, and online discussion groups can be a great way to discover CMMS vendors. CMMS users are often ready and willing to talk about their experiences and offer advice.

General Search Engines

Search engines, like GoogleTM or BingTM, are often the starting place for many potential CMMS buyers. These general search engines provide you with hundreds of thousands (if not millions) of results in an instant and can be a great way to find vendors. That said, because there are so many results, you won’t be able to realistically view them all. Additionally, search engine results pages also contain irrelevant links, paid advertisements, images and videos, page previews, and other distracting information. It’s not long before all of this excess information becomes overwhelming or slows you down.

B2B Search Engines

Business-to-business (B2B) search engines are more refined than their all-purpose counterparts. These industry-focused search engines provide a more tailored experience that cuts out a lot of the distractions and unnecessary search results. Instead, you’ll find vendor listings, product overviews, reviews, case studies, and other useful vendor information.

Industry Conferences

Maintenance management software vendors may attend related industry conferences and conventions, hoping to find prospective clients. Event coordinators usually provide attendees with vendor lists and maps of the fair. If you have the chance to attend such events, take the opportunity to learn more about vendors directly from their staff.

Trade Publications

Valuable CMMS information can often be found in trade publications, whether in print or online. Amongst their other content are articles focusing on CMMS vendors, CMMS case studies, or lists of vendors. Online versions of trade publications may also dedicate sections of their sites to CMMS software, including vendor comparisons.

Buyer’s Guides

Industry trade publications, service providers, and review sites publish buyer’s guides that provide information about CMMS features, market trends, and more. Buyer’s guides typically feature CMMS vendors or provide an entire list of vendor names.

Software Advisory Services

Software advisory services like Software Advice handle a lot of the legwork for you. After a brief interview, they provide you with personalized software recommendations. If you’d like to do further research, you can look at vendor listings, reviews from real users, images and videos, and more.

Consultants

Organizations may work with consultants to help them identify the best CMMS software for their business. Consultants may be former employees who know the ins and outs of the business, someone with a wealth of industry experience who is brought in to assist with the project, or an external business analyst. Like software advisory services, software consultants do much of the information-gathering tasks and provide management with a list of CMMS vendors to consider.

How Many Vendors to Include on Your Preliminary List

During your search, you will quickly find that there are more CMMS vendors available than you can realistically review. If you already know your biggest maintenance management needs, you’ll be able to quickly weed out those vendors that won’t be a good fit. We recommend that your preliminary list contains a maximum of 5 vendors. Any more than this may be too difficult to manage.

Narrowing the List Further

As you continue researching the vendors from your preliminary list, some frontrunners should emerge. During this phase, be sure to take advantage of software demonstrations and free trials. Your goal is to narrow your list down to a small number of choices, one of which will become your final choice or recommendation to upper management.

Even after you’ve made your decision, it is important to maintain your top vendors list. Your unselected finalists will become alternatives in the event that your recommendation is not accepted or something goes wrong with the selected vendor.

Read Blog Article: What to Expect from a CMMS Software Demonstration

Achieve Your Maintenance Management Goals with FTMaintenance

CMMS vendor selection can be a lengthy process, especially for always-busy maintenance managers, but it doesn’t have to be. As long as you follow a logical process, you’ll find a great vendor who can help you achieve your maintenance management goals. FTMaintenance meets the unique needs of maintenance professionals in any industry. Robust CMMS features make it easy to manage, document, track, and report on maintenance activities. Contact us to find out how FTMaintenance can improve your maintenance operations.