• Introduction
• Functionality
• Vendor Summaries
• Compare Products
• Software Aspects
• General CMMS Vendor/Package Information
• Implementation
• Integration
• Multi-site Support
• Global Attributes
• Security and Data Integrity
• User Interface
• Look-ups and Searches
• Data Entry
• Help Features
• Workflow and Business Logic
• Analysis and Reporting
• Work Order Control
• Preventive and Condition-Based Maintenance
• Safety
• Priorities
• Planning and Scheduling
• Inventory Control and Purchasing
• Budgeting and Cost Reporting
• Equipment History
• Mobile Technology
• HR Management
• Fleet Maintenance
• Infrastructure Maintenance
• Service and Technology Asset Management
• Calibration
• Engineering Design to Maintenance
• Sustainability
• Other Specialized Modules

Analysis and Reporting

95. For summary reports and listings, is there a. 'drill-down' capability? Comprehensive (i.e., any field can be drilled down to lowest level on any screen by double clicking) Some (i.e., some listings/reports are designed for drill down) No drill-down capability on summary reports and listings Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Is there 'drill-down' capability for dashboards? Comprehensive (i.e., available for all screens, multiple drill-around paths as per example above) Some, (i.e., some listings/reports designed for drill around; limited # of paths) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

96. Is there 'drill-down' capability for dashboards? Comprehensive (i.e., any element such as a gauge or stop sign can be drilled down to get live data, single click access to summary data regarding each element, continuous drill-down for greater detail) Some (i.e., some dashboard elements are designed for drill down) No drill-down capability on dashboards Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

97. Can you edit data while viewing in spreadsheet or list mode (e.g., outstanding work orders)? Yes, full add/change/delete functionality Yes, some editing capabilities No, view only No, list mode not readily available Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

98. Can you customize the view for a listing on the web-based CMMS version? Yes, comprehensive (i.e., user can adjust column width, drag and drop columns, word wrap within a column, etc.) Yes, simple No N/A - no web version available Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

99. Are reports, listings, queries, and graphs generated within the CMMS easily customizable by the user? Comprehensive (i.e., all standard reports/listings/queries can be sorted on any field including ranking of sort criteria; user can filter on many or all fields with full Boolean logic and complex algorithms involving multiple fields, but without programming knowledge; word wrap capability for reports wider than a screen or printed page; full math capability such as subtotals; screen versions available for all printed reports and graphs; user-defined formatting of screen and printed versions) Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

100. Does the CMMS allow users to display data in the form of a heat map (eg, energy consumption or temperature in a facility)? Yes, comprehensive (ie, for many measures and many assets / locations, etc.) Yes, some Configurable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

101. Do you have a comprehensive analytics module (i.e., allowing users to create parameters using the CMMS and/or external data, then create equations with these parameters, determine correlation, conduct time series analysis, run multiple linear regressions or perform probability calculations on these parameters)? Yes, comprehensive Some analytics capability Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

102. Are the following performance reporting formats fully integrated into the CMMS: a. Business intelligence such as dashboards, stoplights, etc.? Comprehensive (i.e., multiple user-defined formats & icons, user-defined refresh rates, option to filter data displayed such as by exception only, display shows when measure last updated, etc.) Some Configurable Available through 3rd party integration No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Balanced scorecard Comprehensive (i.e., standard & user-defined formats, integration with strategic goals/objectives, drill-down capability on scores, etc.) Some Configurable Available through 3rd party integration No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Key performance indicators and targets? Comprehensive (i.e., standard KPI algorithms provided such as OEE, industry best practice KPI values provided such as OEE = 85%, ability to change KPI labels such as 'OEE' to 'Asset Effectiveness', ability to change algorithms of standard KPI's, ability to add new KPI's to standard list, ability to display KPI's on a real-time basis, ability to graph KPI trend over user-defined period and compare to last period & expectation/target, ability for user to define low/high/acceptable range and descriptor for each KPI) Some Configurable Available through 3rd party integration No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Asset indicators (eg, lube analysis, pump efficiency calculation, heat exchanger effectiveness)? Comprehensive (i.e., standard asset indicators provided when set up a new asset indicator user can copy as is or modify; can write a VB Script program describing calculation; can set the calculation frequency, can set when last and next triggered which can be changed, can define standard job plans applicable to a given asset indicator; can specify indicator type) Some Configurable Available through 3rd party integration No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

103. Is there a data warehousing capability built in to the CMMS to facilitate reporting (i.e., no additional presentation tool knowledge or cost required)? Yes (i.e., built in) 3rd party (e.g., using Business Objects or Cognos) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

104. Does the CMMS provide 3 levels of document management capability? Comprehensive (ie, 1. can link a document that resides outside of the CMMS, to any field on any screen within the CMMS, and can link documents to certain types of records like all pumps; 2. can link a document that resides outside the CMMS, but details, annotations, revisions, related to info, etc. is held within the CMMS; 3. full content management, ie, functionality as with #2, but document is held within CMMS, including security on who can read what chapter of a document, auto-archiving and indexing when printing) Some (ie, at least level 2) Simple (ie, at least level 1) Configurable 3rd party No (ie, can only attach documents to master files and forms) Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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