Lesson 1Writing clear maintenance tasks: step-level procedures vs. grouped checks; example PMs for Chiller, Main LV Switchboard, Fire Pump, AHU, Emergency GeneratorLearn to draft exact maintenance tasks with clear steps, approval standards, and safety remarks. Compare detailed steps and grouped inspections using sample PMs for chillers, LV switchboards, fire pumps, AHUs, and emergency generators.
Task goals and success standardsStep-by-step vs grouped check methodsSample PM for a water-cooled chillerSample PM for main LV switchboardSample PMs for fire pump and generatorLesson 2CMMS structure and naming conventions: asset hierarchy, task groups, PM naming, checklists, safety steps, and version controlExamine structuring CMMS data with clear asset trees, task sets, and naming guidelines. Learn to uniform PM titles, checklists, safety steps, and version tracking so groups can search, report, and check work smoothly.
Building asset and place hierarchiesStandard PM and task naming formsGrouping tasks into logical listsRecording required safety stepsVersioning and change record controlLesson 3CMMS planning fundamentals: assets, locations, tasks, frequencies, meters, and PM templatesBuild a base in CMMS planning parts: assets, places, tasks, intervals, meters, and PM models. Learn how these elements link to produce work orders and back steady, expandable maintenance programs.
Defining assets, places, and systemsTask files and interval settingsPM models and auto-creation rulesStandard fields for planning and reportingData quality reviews before launchLesson 4Using meters and triggers: runtime hours, kWh, fault counters, vibration, oil analysis to drive condition-based actionsLearn to apply meters and state triggers like runtime, kWh, faults, vibration, and oil checks to guide PMs. Grasp limits, data recording, and mixing time-based and state-based methods in CMMS.
Types of meters and state inputsSetting limits and alert boundsLinking BMS and CMMS meter infoPlanning state-based PM rulesMixing time and state triggersLesson 5Estimating durations and labor inputs: how to time tasks and build realistic work ordersThis part explains estimating real task times and labor requirements. Learn timing ways, team sizing, and including access, permits, and testing time so CMMS work orders are doable and aid precise planning.
Breaking tasks into timed partsUsing time studies and past dataIncluding access, permits, and testingDeciding team size and skill blendUpdating estimates from real outcomesLesson 6Defining required skills, permit-to-work, isolation, and PPE for each PM (HVAC tech, electrician, lift technician, contractor)This part sets skills, permits, isolations, and PPE for each PM type, ensuring safe, rule-following work. Learn to include these in CMMS tasks for HVAC, electrical, lifts, and contractor jobs.
Skill charts for HVAC, electrical, and liftsPermit-to-work types and approval pathsLockout tagout and isolation needsStandard PPE by task and risk levelIncluding safety needs in CMMS tasksLesson 7Creating checklists and multimedia attachments: linking manuals, single-line diagrams, photos, and isolation diagrams to PMsFind how to plan effective checklists and attach manuals, diagrams, and images to PMs. Learn file standards, linking ways, and keeping multimedia up-to-date so workers have right info at the site.
Planning clear, checkable PM checklistsAttaching OEM manuals and data sheetsLinking single-line and isolation diagramsUsing photos for access and part IDMaintaining and updating attachmentsLesson 8Translating vendor recommendations and run-hours into practical PM intervals for chillers, pumps, AHUs, switchboards, generators, UPS, elevators, pumps, and fire systemsLearn to turn OEM advice and runtime info into real PM intervals for main building systems, balancing reliability, risk, and expense while preventing excess maintenance and meeting safety and warranty rules.
Interpreting OEM manuals and warranty termsTurning run-hours into service intervalsMatching PMs with legal and code needsRisk-based tweak of OEM intervalsCoordinating PMs across many assetsLesson 9Scheduling strategies: fixed calendar vs. rolling, seasonal adjustments, seasonal cooling/heating peak managementGrasp scheduling choices like fixed calendar, rolling, and seasonal plans. Learn to even workload, handle cooling and heating peaks, and align PMs to cut downtime and tenant issues.
Fixed calendar vs rolling schedulesMatching PMs with occupancy formsSeasonal cooling and heating plansGrouping PMs to lessen downtimeManaging backlog and delays
