• 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

Work Order Control

105. Can you view the following from within the work order screen? a. Standard parts lists for equipment to be worked Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Parts on hand Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Parts reserved (committed) Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Parts on order Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Parts in transit Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Parts received but not yet inspected Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Parts in quarantine Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Repair history of equipment to be worked on Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Repair history of components to be worked on Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

106. Can you retrieve drawings directly into the CMMS, from say, within the work order screen? Yes, and can edit them from within the CMMS Yes, but cannot edit No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

107. Is there a hierarchy of work orders where each level can be scheduled separately? Yes, 5 or more levels (e.g., project, master WO, WO, sub-WO, task, step) Yes, 3-4 levels Yes, 1-2 levels Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

108. Can you tie multiple assets to a given work order number, such that for each asset you can define multiple schedulable tasks for each asset and a checklist of steps for each task? Yes Partially, ie through a workaround No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

109. Can you create blanket or standing work orders for planning and recording small jobs (i.e., to avoid issuing a separate work order for repetitive jobs under 30 minutes such as cleanup or setup), including a. Recording standing work order number, as well as equipment number and/or cost center (i.e., establish a WO# that never closes and allow maintainers to charge one or more equipment numbers or cost centres with time or parts)? Yes Partially, i.e. can provide blanket WO# representing cleanup, but not detailed breakdown No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Tracking planned vs actual hours for each equipment or cost centre under each standing work order number? Yes Partially, i.e. for total blanket WO# only, but not each equipment or cost centre No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Add multiple activity codes that classify standing work orders, flag exceptions, mark them for more detailed analysis, or are used to avoid creating a slush fund (eg, for the standing work order “clean-up” could have an activity code for “environmental spill”)? Yes Partially No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Optionally close a standing work order such as once per year with charges apportioned as they occur (ie, rather than taking a huge cost hit at the end of year when the standing work order is closed) , or keep it open forever with costs allocated as they occur for accurate equipment history? Yes Partially No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

110. On a work order, can users easily select new, reconditioned or used parts or components? Comprehensive (e.g., using a single inventory number, but showing stock levels under each category or condition code; either serialized or non-serialized; algorithm favours lowest cost parts) Limited (e.g., using work-around) Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

111. Can a user create job plans for populating work orders? Comprehensive (e.g., job plans can be created for any type of work order such as PM, corrective, etc; job plans can be nested such that job plans can be referenced as a step on another job plan; includes all labour, material, and contract services required; can be edited once a job plan becomes a work order; is optionally tied to specific asset(s) and/or condition(s); is easily identifiable as to what the job plan is for (eg, “change the oil” and its type (eg, safety procedure); includes performance and quality standards; links and distinguishes between global standard job plan and allowable local deviations such as extra steps for an older model asset; links and distinguishes between asset-related job plans, engineering activities, and operations-related job plans such as temporary operating instructions required before executing a job plan) Most job plan functionality Some job plan functionality Configurable Limited (e.g., using work-around like “copy” feature) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

112. Can the user identify on a job plan tasks and steps that should be done by a contractor versus internal resources and determine impact to the job plan budget and overall work program when changing between contractor and internal options? Yes Some Configurable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

113. Can the user charge costs directly to the work order (eg, materials bought, hotel)? Yes Configurable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

114. Can a user distribute costs across multiple account codes on a single work order (eg, maintenance on a roadway that goes through different counties)? Yes Configurable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

115. Does approval level change when the work order is in overrun for total labor and material dollars booked: Yes, for labor plus material/contract costs in overrun Yes, but for labor overruns only No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

116. Can you prohibit a user charging dollars to someone else's cost center (e.g., tradesperson working in paper mill goes to stockkeeper and asks for rubber gloves, but gives powerhouse or pulp mill's cost centre number - will the stockkeeper be flagged that the cost centre is not valid for that tradesperson)? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

117. Can you track contract maintenance? Yes, through a separate comprehensive module that accounts properly for contract PO, & retains separate history of labor hours at true cost/hour and material used by contractors at true $ cost Yes, through the work order system showing breakdown of labor hours at zero $/hr and material used, or through the PO system showing only total dollars spent on contract maintenance Yes, through the purchase order system showing only total dollars spent on contract maintenance Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

118. Can the system handle warranties including a. Summary reporting of all work orders on warranty. Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Preparing a warranty claim Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Recording & tracking multiple warranties per asset Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Recording & tracking warranty for any activity on a single work order (eg, one work order with 2 tasks - fix brakes & replace tail light, but only brakes under warranty) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Recording warranty types (e.g., mfgr, vendor, extended) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Tracking using graphical calendar presentation Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Tracking by meter including start/expiration/threshold readings Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Handling warranty renewals Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Favouring serialized parts closer to warranty expiration Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important j. Favouring non-serialized parts closer to expiration Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important k. Parent/child option (i.e., user can opt to pass warranty to all children such as 3 yr end-to-end vehicle warranty) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important l. Parent/child option (i.e., user can opt to pass warranty to selected children) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important m. Handling group/master warranty (e.g., 60 pumps bought on same day from a vendor, that share warranty info) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

119. Does the CMMS have case tracking (ie, incident reporting, corrective action, investigations, assessments) capability (eg, a chemical spill, health or environmental incident, near miss, or regulatory audit infraction), including a. Cases may launch 1 or more work orders tied to it, for corrective action and work to prevent recurrence Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Track Case ID with automatic numbering Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. User definable case type (eg, global or local to a site) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Hierarchical incidents (eg, parent = security break-in; children = 2 assets stolen, fire extinguisher fired off, and explosion) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Case risk scoring including probability and impact evaluation Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Modification and recording of new or edited steps including modified by, and date/time modified Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Problem/Cause/Resolution codes and description Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Issuance of instructions for Operations in order to deal more effectively with the case (eg, shut off valve or use equipment at half speed until permanently repaired) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Follow-on work required or recommended in the form of a checklist, with optional link to activity / work order for each line item on the checklist Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important j. Cost / benefit analysis of optional countermeasures Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important k. Management of Change process initiated under multiple user-definable conditions (eg, spend and/or risk score exceeds a user-defined threshold) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important l. Campaign management tied to a given case, for permanent countermeasures that are implemented broadly (eg, as part of case tracking, monitor a campaign to change OEM/make/model of a part in similar equipment throughout the plant and across an enterprise) Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important m. Case tracking (ie, status, history of progress, approval history for all relevant steps) including monitoring status of linked projects, campaigns, work orders, tasks, activities, purchase orders, operating instructions, and all other objects Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

120. Does the CMMS support a function or position master that links to the asset master? Comprehensive (eg, function “fume hood” with spec for size, cfm, ceiling height, duct size, etc.; then define different assets to fit the function; could have 2 components (motor + hood) or a single asset; function never changes but assets do; can have different brands fulfilling the need differently) Some Configurable 3rd Party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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