Lesson 1Writing clear maintenance tasks: step-level procedures vs. grouped checks; example PMs for Chiller, Main LV Switchboard, Fire Pump, AHU, Emergency GeneratorLearn to write exact maintenance tasks with clear steps, okay marks, and safety notes. Compare step-by-step and grouped checks using example PMs for chillers, LV switchboards, fire pumps, AHUs, and emergency generators.
Task goals and success marksStep-by-step vs grouped check looksExample PM for a water-cooled chillerExample PM for main LV switchboardExample PMs for fire pump and generatorLesson 2CMMS structure and naming conventions: asset hierarchy, task groups, PM naming, checklists, safety steps, and version controlLook into how to build CMMS data with clear asset trees, task groups, and naming rules. Learn to standard PM titles, checklists, safety steps, and version control so teams can search, report, and check work well.
Building asset and place treesStandard PM and task naming patternsGrouping tasks into logic task listsRecording must safety stepsVersioning and change past controlLesson 3CMMS planning fundamentals: assets, locations, tasks, frequencies, meters, and PM templatesGet a base in CMMS planning parts: assets, places, tasks, times, meters, and PM patterns. Learn how these things work together to make work orders and support same, growing maintenance programs.
Setting assets, places, and systemsTask records and time settingsPM patterns and auto-make rulesStandard fields for planning and reportingData good checks before startLesson 4Using meters and triggers: runtime hours, kWh, fault counters, vibration, oil analysis to drive condition-based actionsLearn how to use meters and state triggers like run time, kWh, faults, shake, and oil check to drive PMs. Know limits, data catch, and how to mix time-based and state-based ways in CMMS.
Types of meters and state inputsSetting limits and alarm boundsJoining BMS and CMMS meter dataDesigning state-based PM rulesMixing time and state triggersLesson 5Estimating durations and labor inputs: how to time tasks and build realistic work ordersThis part explains how to guess real task times and work needs. Learn timing ways, team size, and how to show access, okay papers, and test time so CMMS work orders are doable and support good planning.
Breaking tasks into timed partsUsing time studies and past dataAdding access, papers, and testingFinding team size and skill mixUpdating guesses from real timesLesson 6Defining required skills, permit-to-work, isolation, and PPE for each PM (HVAC tech, electrician, lift technician, contractor)This part sets the skills, papers, isolations, and PPE needed for each PM type, making sure safe, rule-follow work. Learn how to put these needs into CMMS tasks for HVAC, electrical, lifts, and contractor work.
Skill lists for HVAC, electrical, and liftsPaper-to-work types and okay flowsLockout tagout and isolation needsStandard PPE by task and risk levelPutting safety needs into CMMS tasksLesson 7Creating checklists and multimedia attachments: linking manuals, single-line diagrams, photos, and isolation diagrams to PMsFind how to design good checklists and add manuals, diagrams, and photos to PMs. Learn file standards, linking ways, and how to keep multi content up so techs have right info at the job spot.
Designing clear, checkable PM checklistsAdding OEM manuals and data papersLinking single-line and isolation diagramsUsing photos for access and part IDKeeping and updating addsLesson 8Translating vendor recommendations and run-hours into practical PM intervals for chillers, pumps, AHUs, switchboards, generators, UPS, elevators, pumps, and fire systemsLearn how to change OEM advice and run data into real PM times for key building systems, balancing trust, risk, and cost while skipping too much maintenance and making sure rule and warranty follow.
Reading OEM manuals and warranty partsChanging run-hours into service timesMatching PMs with law and code needsRisk-based change of OEM timesJoining PMs across many assetsLesson 9Scheduling strategies: fixed calendar vs. rolling, seasonal adjustments, seasonal cooling/heating peak managementKnow timing choices like fixed calendar, moving, and season ways. Learn how to smooth work load, handle cooling and heating high times, and join PMs to cut down time off and renter upset.
Fixed calendar vs moving timesMatching PMs with people patternsSeason cooling and heating waysBundling PMs to cut time offHandling back work and delays
