CMMS Setup and Utilization

This course offers a comprehensive look at CMMS functionality, from foundational terminology to advanced configuration and implementation strategies. Participants will explore how to evaluate systems, set up core and transactional records, and apply best practices for ongoing system maintenance. Whether you're selecting a new CMMS or optimizing an existing one, this course equips you with the tools to drive efficiency and reliability across your maintenance operations.

• Maintenance managers, supervisors, and planners responsible for CMMS performance.
• Team leaders and technicians involved in scheduling, asset tracking, and work order management.
• Professionals evaluating, selecting, or implementing CMMS/EAM systems in their organizations.

This course is part of the Maintenance and Reliability Management Certificate. Enhance your maintenance skills while earning a recognized credential.

Features, Benefits, and Challenges

• Computerized Maintenance Management System (CMMS)
• Enterprise Asset Management System (EAM)

CMMS/EAM Terminology

• Database tables, fields, and records
• Software as a Service (SaaS)
• Configuration, customization, and upgrades

 Record Types

• Core records
• Components of Item Master
• Transactional records
• Integration

Implementation

• Evaluating and selecting CMMS/EAM
• Licensing considerations (number of users)
• System testing
• User acceptance testing (UAT)
• Data migration
• Legacy System Management
• Training

CMMS / EAM Best Practices

• Centralized vs decentralized
• Development, testing, production
• Database updates and maintenance
• Data ownership
• Traceability of requirements, design, system test, and UAT
• Standard work to keep the system working properly

George Williams

George is the founder and CEO of ReliabilityX and a recognized leader in the field of maintenance and reliability. He holds a master’s degree in reliability engineering from Monash University and began his career in maintenance while still in high school, working alongside his father. George spent 16 years with a major pharmaceutical company, advancing from technician to global asset management leader. His team earned the prestigious Uptime Award for Best Maintenance and Reliability Program in 2015. A Certified Maintenance and Reliability Professional (CMRP) and Certified Reliability Leader, George was named CMRP of the Year by the Society for Maintenance and Reliability Professionals in 2016. He also holds certifications in vibration analysis, infrared thermography, ultrasound, motion amplification, and plant maintenance management. A published author and experienced educator, George has been teaching maintenance and reliability courses for UW–Madison Interdisciplinary Professional Programs since 2010.