Lesson 1Writing clear maintenance tasks: step-level procedures vs. grouped checks; example PMs for Chiller, Main LV Switchboard, Fire Pump, AHU, Emergency GeneratorCraft precise maintenance tasks with clear steps, pass criteria, and safety warnings. Compare detailed steps versus grouped checks using PM examples for chillers, LV boards, fire pumps, AHUs, and gen sets.
Task objectives and success criteriaStep-by-step vs grouped inspection checksExample 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 controlSet up CMMS with clear asset hierarchies, task groups, and naming standards. Standardise PM titles, checklists, safety steps, and version tracking for efficient searching, reporting, and audits in Kenyan teams.
Building asset and location hierarchiesStandard PM and task naming patternsGrouping tasks into logical task listsDocumenting mandatory safety stepsVersioning and change history controlLesson 3CMMS planning fundamentals: assets, locations, tasks, frequencies, meters, and PM templatesBuild foundations in CMMS planning: assets, sites, tasks, intervals, meters, and PM templates. See how they link to produce job cards and support scalable maintenance in Kenyan properties.
Defining assets, locations, and systemsTask records and frequency settingsPM templates and auto-generation rulesStandard fields for planning and reportingData quality checks before go-liveLesson 4Using meters and triggers: runtime hours, kWh, fault counters, vibration, oil analysis to drive condition-based actionsUse meters and triggers like runtime hours, kWh, faults, vibration, and oil checks to trigger PMs. Set thresholds, capture data, and mix time and condition strategies in CMMS for Kenyan assets.
Types of meters and condition inputsSetting thresholds and alarm limitsIntegrating BMS and CMMS meter dataDesigning condition-based PM rulesCombining time and condition triggersLesson 5Estimating durations and labor inputs: how to time tasks and build realistic work ordersEstimate task times and labour needs realistically. Factor in access, permits, and testing to make CMMS job cards practical and support solid planning in Kenyan maintenance operations.
Breaking tasks into timed elementsUsing time studies and historical dataFactoring access, permits, and testingDetermining crew size and skill mixUpdating estimates from actualsLesson 6Defining required skills, permit-to-work, isolation, and PPE for each PM (HVAC tech, electrician, lift technician, contractor)Specify skills, work permits, isolations, and PPE for PMs to ensure safe work. Embed these in CMMS for HVAC, electrical, lifts, and contractor jobs common in Kenya.
Skill matrices for HVAC, electrical, and liftsPermit-to-work types and approval flowsLockout tagout and isolation requirementsStandard PPE by task and risk levelEmbedding safety needs into CMMS tasksLesson 7Creating checklists and multimedia attachments: linking manuals, single-line diagrams, photos, and isolation diagrams to PMsDesign checklists and attach manuals, diagrams, photos to PMs. Set file standards and links so technicians get current info on-site in Kenyan commercial buildings.
Designing clear, auditable PM checklistsAttaching OEM manuals and data sheetsLinking single-line and isolation diagramsUsing photos for access and component 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 systemsTurn supplier advice and runtime data into workable PM intervals for chillers, pumps, AHUs, boards, gensets, UPS, lifts, and fire systems. Balance reliability, risk, cost, and Kenyan compliance.
Interpreting OEM manuals and warranty clausesConverting run-hours into service frequenciesAligning PMs with statutory and code needsRisk-based adjustment of OEM intervalsCoordinating PMs across multiple assetsLesson 9Scheduling strategies: fixed calendar vs. rolling, seasonal adjustments, seasonal cooling/heating peak managementMaster scheduling like fixed dates, rolling plans, and seasonal tweaks for Kenya's climate. Smooth workloads, handle cooling/heating peaks, and cut downtime and tenant issues.
Fixed calendar vs floating schedulesAligning PMs with occupancy patternsSeasonal cooling and heating strategiesBundling PMs to reduce downtimeHandling backlog and deferrals
