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 precise maintenance tasks with clear steps, acceptance criteria, and safety notes. Compare step-level and grouped checks using example PMs for chillers, LV switchboards, fire pumps, AHUs, and emergency generators.
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 controlExplore how to structure CMMS data with clear asset hierarchies, task groups, and naming rules. Learn to standardize PM titles, checklists, safety steps, and version control so teams can search, report, and audit work efficiently.
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 templatesGain a foundation in CMMS planning elements: assets, locations, tasks, frequencies, meters, and PM templates. Learn how these objects interact to generate work orders and support consistent, scalable maintenance programs.
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 actionsLearn how to use meters and condition triggers such as runtime, kWh, faults, vibration, and oil analysis to drive PMs. Understand thresholds, data capture, and how to blend time-based and condition-based strategies in CMMS.
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 ordersThis section explains how to estimate realistic task durations and labor needs. Learn timing methods, crew sizing, and how to reflect access, permits, and testing time so CMMS work orders are achievable and support accurate planning.
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)This section defines the skills, permits, isolations, and PPE needed for each PM type, ensuring safe, compliant work. Learn how to embed these requirements into CMMS tasks for HVAC, electrical, lifts, and contractor-performed work.
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 PMsDiscover how to design effective checklists and attach manuals, diagrams, and photos to PMs. Learn file standards, linking methods, and how to keep multimedia content current so technicians have the right information at the job site.
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 systemsLearn how to convert OEM guidance and runtime data into practical PM intervals for key building systems, balancing reliability, risk, and cost while avoiding over-maintenance and ensuring compliance with safety and warranty terms.
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 managementUnderstand scheduling options such as fixed calendar, floating, and seasonal strategies. Learn how to smooth workload, manage cooling and heating peaks, and coordinate PMs to minimize downtime and tenant disruption.
Fixed calendar vs floating schedulesAligning PMs with occupancy patternsSeasonal cooling and heating strategiesBundling PMs to reduce downtimeHandling backlog and deferrals
