12 Preventive Maintenance Management Planning Tips

12 Preventive Maintenance Management Planning Tips

July 2020

maintenance mangement cmms

Whether you have a few pieces of equipment/assets or thousands, keeping them working at peak performance is important. Having business operations coming to a complete halt because of an equipment breakdown is devastating to the bottom line

With better preventive maintenance planning and scheduling of routine tasks, you can make your maintenance team more effective in handling equipment maintenance and reducing those unexpected emergencies.

Below are some tips to help improve preventive maintenance planning.

Equipment Maintenance Management Planning Tips

1. Equipment/Asset Assessment
Do an assessment and create a baseline of your facility and equipment/assets. Gain an understanding of the number, age and types of machines, the OEMs of your machinery, any historical maintenance issues. This will help you identify the strengths and weaknesses of your equipment, for better preventive maintenance planning.

2. Historical Documentation
Review repair records and identify the equipment breakdown trends. There are a lot of things that may have an impact on equipment breakdown, such as seasonal, weather, machine stress, etc. Identifying these trends ahead of time will allow for better planning, purchasing parts and managing resources.

3. Establish Standards
Working with your maintenance team, it is important to identify and establish a maintenance management plan that meets the needs of your entire organization. It is important to establish and document guidelines to measure performance and improve efficiency. Create and document processes, procedures and schedules that need to be followed. In CMMS software, checklists can be created and managed within work orders to ensure that tasks are never missed.

4. Manage Assets By Criticality
When setting schedules for preventive maintenance, identify the tasks that are:

* critical that must be done on time
* ones that are less critical that can be rescheduled for another time and
* those tasks that are important, but do not have a major impact on the business and can be rescheduled

With CMMS software all of these tasks can easily be managed from your computer, smartphone or mobile device.

5. Employee Training
Ensure that technicians are properly trained in the operations and maintenance of equipment. For example, ignoring equipment warnings and other indications can cause major breakdowns. Having technicians trained to fix routine issues will ensure less downtime or disruption to your business operations. Employee training and certification records are easily stored and managed within CMMS.

6. Spare Parts Inventory
Breakdowns are unpredictable. Having an inventory of spare parts sitting on shelves can be costly. When equipment breaks down, trying to find parts can be expensive and very time-consuming. With a CMMS, you have access to all of the repairs and historical data which will give you a good idea of the spare parts and supplies you need to have on hand to handle most types of breakdowns.

7. Resource Management
Having the right skilled people available to work on equipment at the right time is important. With a CMMS, you can schedule preventive maintenance around the schedule of your resources. Being able to schedule technicians during off-peak hours will save the organization time and money.

8. Mobility
In today’s environment, especially with social distancing, having the ability to manage your data from anywhere at any time is valuable. A CMMS gives managers the freedom and flexibility to properly manage and track all their maintenance activities on the go. CMMS Mobile gives you all the power, flexibility and features you need to streamline your maintenance processes from anywhere.

9. Reporting – Compliance Regulations
CMMS software provides the essential reporting tools that give you the power to assemble the data you have been collecting within your CMMS and transform it into reports that are meaningful to you and others in your organization. With the wide variety of reports, you are able to retrieve pertinent information needed to demonstrate compliance for regulatory standards set forth by various agencies.

10. KPI Dashboard – Measurements of Success
Get an overview of your CMMS data. Create dashboards to provide you with a quick and easy way to view all of your systems. Some dashboard widgets are presented in a graphical format making it simple to quickly see trends or maintenance items that require immediate attention. View daily reminders of how well your facility and your team are doing. Modify and customize multiple dashboards to meet your needs. The dashboard may be set as the default screen so that it loads when the user logs in or added to your toolbar, giving you easy access to view the status of your systems

11. Review Your Maintenance Plan
Maintenance plans are built to be modified. It is important to always analyze the results of a preventative maintenance program and adjust or improve it as necessary. If something isn’t working, change it.

12. Improve Preventive Maintenance with CMMS Software
Preventive Maintenance planning requires the collection and analysis of maintenance data. CMMS software provides you with the tools to track and maintain data regarding maintenance schedules, procedures, processes, and resource disbursement. Monitor and keep track of inventory levels and manage resources. A CMMS is a powerful system that helps you manage resources more efficiently, maximize asset performance and control costs by minimizing equipment downtime.

Contact eWorkOrders today to learn more and get a free demo. https://eworkorders.com/


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Honda Uses eWorkOrders Cloud Based CMMS

It is very easy to setup as well.  They provide excellent customer service. When I have a question or concern they respond within hours not days. That’s huge for me.

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Honda of America

The detailed reports are easy to generate and saves us 18 hours a month.

McWhinney real estate uses eWorkOrders CMMS solution.n

eWorkOrders saves me 18 hours each month doing my customer chargebacks. A couple of clicks and one simple report generates a detailed listing with all our general ledger codes and monthly charges for our accounting department.


System is very easy to use. Their support staff is very fast, understanding and efficient.

infogroup uses eWorkOrders cmms

I have been using “informationpros” systems for several years and found the customer interface friendly and easy to use. On the rare occasion that I had an opportunity to use their support, they were fast, understanding and efficient. I will gladly recommend them to friends and associates.


Work Orders have become easier to manage since we implemented eWorkOrders CMMS software.

Zoo uses eWorkOrders CMMS software solution

eWorkOrders has been a great tool for us to begin to get a handle on our work orders, no special software is required which our IT dept. loves. Our customer communication has improved greatly. The ease of use has helped us with the transition from paper work orders to electronic. The reports help us to track our progress in many areas and we are better able to provide updates to management.

Asst. to the Director of Park Operations

Not only is eWorkOrders CMMS software exceptional, but the service is over the top good.

Neyer property management uses eWorkOrders CMMS solution.

They could get it up and running the same day.  Very full-featured. Excellent support that understood not only the product, but also my real need for it. In other words, they took the time to understand my business, not just sell their solution. Responsive, easy to understand and easy to reach. Exceptionally good value. We have tried both the Timberline and MRI service management modules and we find this product 100x easier to use. We have been very pleased since we first started using it. Not only is the product very good, but the service is over the top good. I was trying to develop a custom solution with a programmer and wasted dozens of hours and thousands of dollars to get way, way less functionality that is delivered by this product.


Excellent Software! Excellent Technical Team!

We are a franchise operator for over 400 restaurants including, KFC’s, Pizza Huts, Taco Bell’s, Tim Hortons, A&W’s and Long John Silvers.  Our Account Manager, Norm Stepp walked us through the eWorkOrders CMMS software platform.  Excellent!  Norm, as well as most of the eWorkOrder Team, is a seasoned user of eWorkOrders.  The implementation was quick and easy.  During setup, Norm brought his expertise and provided some great recommendations and tips to help us get even more out of the system.  It is a real benefit working with someone who has actually used the system.  We were up and running very quickly and even the non-technical customers found it extremely easy to put in service requests.  eWorkOrders came with a lot of robust features, at a very affordable price.  Since using eWorkOrders we have:

• Streamlined our Maintenance Operations
• Controlled and Reduced Expenses
• Extended Equipment Lifecycle
• Increased Efficiency
• Managed and Controlled Contract Expenses
• Increased customer satisfaction

I can see why eWorkOrders is the Highest Rated CMMS software solution  Excellent Software!  Excellent Team!

 Maintenance Director

Exceeded expectations!

universal tech institute-CMMS

This product does far more than we will ever use. We have produced almost 10,000 work orders in the past 2 years. It is very user-friendly.

Facility Director

Church members and school staff have easy access to work orders and real-time information.

parkview baptist church-CMMS

After years of struggling with an out-of-date paperwork order system, we decided to go with eWorkOrders. Since going online with eWorkOrders church members and school staff are able to open work-orders and get timely feedback almost instantly. Our maintenance staff is able to easily inform the originators of the progress on their work order. It is nice to have the best of both worlds.

Rev. Dan
Associate Pastor/Administration

Impressed with the ease of use, robust features and working with a great team.

Celgene lab increases productivity with eWorkOrders CMMS software.

Whenever we acquire a new site, one of the first things we implement is eWorkOrders.  It’s the best way to service the employee population.

eWorkOrders keeps all of our work order requests organized and the ease of assigning work to multiple groups fosters collaboration amongst the various maintenance trades.

Starr D.
Biotechnology Company

eWorkOrders was made for us!

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Real Estate uses eWorkOrders CMMS

This is a wonderful system. Extremely user-friendly. And the Customer Support is always available. I would recommend this system for anyone looking to implement a new work order billing system in their office.

Assistant Property Manager