CMMS Implementation Workflow

Início do fluxo de trabalho/processo.

Retrieve all existing equipment and machinery entries from the Asset Data Model to establish the implementation scope.

Generate a new project entry in the Projects Data Model to track the CMMS rollout progress.

Create a task for the Field Engineer to physically audit equipment and verify data accuracy.

Update the status of assets in the Data Model from 'Unverified' to 'Verified' following the site survey.

Sum the total number of verified assets to determine the scale of the completed implementation phase.

Execute a formula: (Total Verified Assets / Total Planned Assets) * 100 to determine completion percentage.

Create a task for the Maintenance Planner to input PM frequencies and task checklists into the system.

Generate individual maintenance schedule entries linked to the verified assets.

Retrieve the list of system users and their roles to assign appropriate access levels during setup.

Assign a task to the Implementation Lead to conduct training for the maintenance team.

Send an email to the Operations Manager and Maintenance Manager announcing the system is ready for use.

Update the implementation project entry status to 'Completed/Live'.

Create a summary report documenting the total assets migrated, PM schedules created, and training completion status.

Send an SMS to the Site Manager to notify them that the CMMS is officially operational.

Fim do fluxo de trabalho/processo.