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Implementation Wizard
STEP 2 of 10 - Register your equipments
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After setting basic configurations, maintenance management system implementation starts with introducing necessary information to get management underway. This means recording your maintenance items and components, preparing preventive maintenance plans and scheduling your first set of Work Orders (WOs).

In this stage, you will have to decide which items you are actually going to manage and which items you are simply just going to record in the system.

A maintenance item does not necessarily have a specific preventive maintenance plan. There are items that don’t require preventive maintenance and there are those which you choose not to plan any preventive maintenance tasks (for example, piping, electrical cabling, doors and the like). It is very important, however, to have a complete inventory of your facility, even those items with no preventive maintenance, as this will enable you to keep track of these items at all times or even register possible corrective actions on them.

Any maintenance item needs 3 things: coding; to be functionally coordinated; and allocated to a cost center. It also includes planning preventive maintenance and scheduling WOs, if you decide to manage the item’s preventive maintenance.

Coding and recording equipments
In the items list, select <New>. The <New Item> datasheet will appear
Set the item’s structured code by selecting the item type and the sequential number (press <…> for options). Example: AC-0023 for an Air Conditioner.
When identifying an equipment, be sure to give it a unique and personalized description. Example: Air Conditioner Split Directors Room
Indicate Functional organisation and Cost Center coordinates (configured in Step 1)
Introduce the item’s technical particulars and relevant operational data
Complete this record by clicking OK button on the bottom-right corner of the item datasheet
 
 
  Tips & best practices
Fields marked in Red are mandatory; fields marked in blue are recommended; all the other fields are optional
Recording all your equipments in the system should not be carried out too fast. If you really want to be productive at this stage, we recommend you register one item of each type with complete and relevant information and maintenance plans and only then use Repeat to register the other items of the same type.
Repeat is a very good resource to improve productivity when constituting the maintenance information, but needs to be handled with care: you should only repeat a record if it is made up of complete and reliable information and if it suits well your case. Otherwise, repeating a poorly made record may decrease rather than improve productivity

 
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