CMMS/EAM Review
Workflow and Business Logic Workflow and Business Logic

Help Features

77. Is online help available for the following:
a. Functions Yes No
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b. Fields Yes No
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c. Screens Yes No
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d. Menu items Yes No
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e. Icons Yes No
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f. Codes Yes No
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78. Is there online help specific to procedures (i.e., 'how-to' help)?
Comprehensive (i.e., includes flowcharts, screen shots, examples, hyperlink to the actual screens)
Some
Limited (i.e., primarily built into help on fields, screens, or menu items)
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79. Are there many types of online help available?
Comprehensive (i.e., context-sensitive, online manual, tutorials, quick tours, bubble help, embedded help panes such as at bottom of screen, coaches, electronic 'cheat sheets')
Some
Configurable
3rd party
No
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80. Are examples given throughout help screens?
Extensively, (i.e., more than 50% of help screens)
Some
A few
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81. Can all online help be edited by the user?
Yes
Some
No
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82. Is there a help index and search?
Comprehensive (i.e., multiple references on the index including functions, fields, procedures, screens, menu items, tabs, and codes; users can add to the index without programming or exiting the CMMS; search capability including word search, keyword search, and wildcard search)
Some
Configurable
3rd party
No
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83. Is the original working screen visible while using the online help feature?
Yes
No
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84. Can online help messages be printed?
Yes
No
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85. Is online help tailored to the knowledge and experience of the user?
Very much so (i.e., can select appropriate help for a given user's experience level)
Somewhat (i.e., help is structured such that can drill down for progressively more extensive explanations)
Same help for all users
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86. Is there a Wizard feature which guides users through pre-defined processes such as work order creation, work order closing, PO creation, and establishment of a work flow?
Comprehensive (i.e., extensive number of standard Wizards available, can be edited by user, contains flow charts and other visual aids, assists in data entry and evaluating optional workflows)
Some
Configurable
3rd party
No
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87. Is there help available that provides easy access to constantly-updated, user-definable information about a given field, (eg, when cursor hovers over the work order field, a user-definable bubble/popup appears showing the latest information about that work order such as % completion, total labour and material dollars charged against the work order number, scheduled date, etc.)?
Comprehensive (ie., this feature is available for any field, can be edited and formatted by user, no limit to how much “live” information can be displayed in the popup box, easy for user to select which information to display, does not interfere with doing other normal activities on a given page, does not require extra keystrokes to access the relevant information)
Most (greater than 50% of functionality above)
Some
3rd party
No
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88. How much classroom/CBT training would you recommend for the average novice user to take for your CMMS?
a. Maintenance supervisor 0-1 days 2 days 3 days
4 days 5 days Over 5 days
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b. Maintenance planner 0-1 days 2 days 3 days
4 days 5 days Over 5 days
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c. Tradesperson 0-1 days 2 days 3 days
4 days 5 days Over 5 days
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d. Buyer 0-1 days 2 days 3 days
4 days 5 days Over 5 days
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