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How to start the CMMS software setup process?

Scenario/ Common setup questions

1. How do we start this process of setting up the CMMS ?
2. Equipment setup: I assume we have to take relevant equipment information from the equipment manuals? This seems like a lengthy process. We don’t have staff to help us. What would the most efficient method be – summarize and enter the data?
3. Equipment setup: If we need to extract the maintenance and procedure information for each piece of equipment, then what format should we put it in, in order to enable it to be easily organized – and easily uploaded into the CMMS?

How to start with CMMS software setup

Above all you do not need to enter everything before you get started! Firstly begin with the most critical equipment, facilities and maintenance jobs. Secondly create work orders and update them in the system. Subsequently keep entering more assets and information (maintenance tasks, parts and so on) as you go along.

For example, for equipment try to collect & enter the most critical information starting off e.g. equipment names, locations, category, model & serial numbers, maintenance tasks & frequency, equipment manual pages to refer to, links to additional information (if required) and so on. As you use the system, you can start entering in more details, insert pictures, etc.

Equipment manufacturers may or may not provide you the information in an easily importable format. However, if you can get the critical information in a comma delimited file (first row with field labels, subsequent rows with field data for each item), you can import much of it into FastMaint CMMS. As you get more information and enter it into the file, you can re-import the file again and again to update the existing data.

You can edit & create comma delimited (also known as comma separated values aka CSV) files with MS Excel, Google docs, etc. They usually have the .csv extension and are text files that you can open even with Notepad. Import CSV files rather than Excel spreadsheets (.xls or .xlsx files) to reduce problems with different data formats.

If you have data in CSV files and are trying to import them, do it in this in the following order. This will help avoid errors such as “location not found when importing an equipment“, “category not found when importing a task” and so on:
1) Create Calendars
2) Import Categories
3) Import Locations
4) Import Parts
5) Import Equipment
6) Import Tasks

How To Import Data: Standard/ Professional edition, Web/ Cloud edition

See the following articles from our blog for more information & tips:

1. Eight CMMS/ Maintenance Software Setup Tips

2. How To Start Using CMMS Software In Your Maintenance Program

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