Lesson 1Writin clear maintenance tasks: step-level procedures vs. grouped checks; example PMs fi Chiller, Main LV Switchboard, Fire Pump, AHU, Emergency GeneratorLearn fi write precise maintenance tasks wid clear steps, acceptance criteria, an safety notes. Compare step-level an grouped checks usin example PMs fi chillers, LV switchboards, fire pumps, AHUs, an emergency generators.
Task objectives an success criteriaStep-by-step vs grouped inspection checksExample PM fi a water-cooled chillerExample PM fi main LV switchboardExample PMs fi fire pump an generatorLesson 2CMMS structure an namin conventions: asset hierarchy, task groups, PM namin, checklists, safety steps, an version controlExplore how fi structure CMMS data wid clear asset hierarchies, task groups, an namin rules. Learn fi standardize PM titles, checklists, safety steps, an version control so teams can search, report, an audit work efficient.
Buildin asset an location hierarchiesStandard PM an task namin patternsGroupin tasks into logical task listsDocumentin mandatory safety stepsVersionin an change history controlLesson 3CMMS plannin fundamentals: assets, locations, tasks, frequencies, meters, an PM templatesGain a foundation in CMMS plannin elements: assets, locations, tasks, frequencies, meters, an PM templates. Learn how dese objects interact fi generate work orders an support consistent, scalable maintenance programs.
Definin assets, locations, an systemsTask records an frequency settingsPM templates an auto-generation rulesStandard fields fi plannin an reportinData quality checks before go-liveLesson 4Usin meters an triggers: runtime hours, kWh, fault counters, vibration, oil analysis fi drive condition-based actionsLearn how fi use meters an condition triggers such as runtime, kWh, faults, vibration, an oil analysis fi drive PMs. Understand thresholds, data capture, an how fi blend time-based an condition-based strategies in CMMS.
Types a meters an condition inputsSettin thresholds an alarm limitsIntegratin BMS an CMMS meter dataDesignin condition-based PM rulesCombinin time an condition triggersLesson 5Estimatin durations an labor inputs: how fi time tasks an build realistic work ordersDis section explain how fi estimate realistic task durations an labor needs. Learn timin methods, crew sizin, an how fi reflect access, permits, an testin time so CMMS work orders are achievable an support accurate plannin.
Breakin tasks into timed elementsUsin time studies an historical dataFactorin access, permits, an testinDeterminin crew size an skill mixUpdatin estimates from actualsLesson 6Definin required skills, permit-to-work, isolation, an PPE fi each PM (HVAC tech, electrician, lift technician, contractor)Dis section define de skills, permits, isolations, an PPE needed fi each PM type, ensurin safe, compliant work. Learn how fi embed dese requirements into CMMS tasks fi HVAC, electrical, lifts, an contractor-performed work.
Skill matrices fi HVAC, electrical, an liftsPermit-to-work types an approval flowsLockout tagout an isolation requirementsStandard PPE by task an risk levelEmbeddin safety needs into CMMS tasksLesson 7Creatin checklists an multimedia attachments: linkin manuals, single-line diagrams, photos, an isolation diagrams to PMsDiscover how fi design effective checklists an attach manuals, diagrams, an photos to PMs. Learn file standards, linkin methods, an how fi keep multimedia content current so technicians have de right information at de job site.
Designin clear, auditable PM checklistsAttachin OEM manuals an data sheetsLinkin single-line an isolation diagramsUsin photos fi access an component IDMaintainin an updatin attachmentsLesson 8Translatin vendor recommendations an run-hours into practical PM intervals fi chillers, pumps, AHUs, switchboards, generators, UPS, elevators, pumps, an fire systemsLearn how fi convert OEM guidance an runtime data into practical PM intervals fi key buildin systems, balancin reliability, risk, an cost while avoidin over-maintenance an ensurin compliance wid safety an warranty terms.
Interpretin OEM manuals an warranty clausesConvertin run-hours into service frequenciesAlignin PMs wid statutory an code needsRisk-based adjustment a OEM intervalsCoordinatin PMs across multiple assetsLesson 9Schedulin strategies: fixed calendar vs. rollin, seasonal adjustments, seasonal coolin/heat peak managementUnderstand schedulin options such as fixed calendar, floatin, an seasonal strategies. Learn how fi smooth workload, manage coolin an heatin peaks, an coordinate PMs fi minimize downtime an tenant disruption.
Fixed calendar vs floatin schedulesAlignin PMs wid occupancy patternsSeasonal coolin an heatin strategiesBundlin PMs fi reduce downtimeHandlin backlog an deferrals
