• 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

Planning and Scheduling

146. Can you drag and drop work orders and/or available resources on a graphical schedule, including a. Observation of the affects on planned workload vs capacity as well as resultant availability? Yes, comprehensive within the CMMS Some graphical scheduling capability within the CMMS Some graphical scheduling capability using 3rd party software No graphical scheduling capability Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Observation of individual work orders that make up a block of scheduled work? Comprehensive within the CMMS (e.g., using zoom or 'bubble' help when cursor hovers over a day's work) Some (e.g., in another window or using drill around) Some, using 3rd party software No N/A (i.e., no graphical scheduling capability Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Drag and drop capability for individual work orders on the graphical screen? Comprehensive within the CMMS (e.g., without leaving main graphical schedule screen) Some (e.g., in another window or navigating to a screen with greater detail) No No graphical scheduling capability N/A (i.e., no graphical scheduling capability Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

147. Can the schedule display in-process work orders, including revised hours by craft to completion or % completion? Yes Yes, but through 3rd party software Yes, some No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

148. Does the schedule display shutdowns, peak production periods, holidays? Yes, all of the above Yes, some No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

149. Does the schedule display % allocation, ie, the % a given tradesperson is allocated for a user-specified period of time? Yes Yes, with configuration Yes, with 3rd party integration No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

150. Can you auto-assign labourers to work orders at any level on the equipment tree hierarchy (eg, John Smith will always do the electrical work on line #3 which includes 3 levels of assets/components)? Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

151. Is there an interface between production scheduling and maintenance scheduling? Comprehensive (i.e., online real-time interface, maintenance schedule available to production planning for consideration when planning production and vice versa; maintenance planning consumes production capacity during capacity planning and production scheduling) Somewhat comprehensive (i.e., some of the above functionality available) Configurable (i.e., have built an interface to some 3rd party ERP or production scheduling packages) Customizable (i.e., could build a custom interface to 3rd party ERP or production scheduling packages) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

152. Can you drill-down to access work order information from within the schedule chart/graph? Yes, including work order edit capability while scheduling Yes, but work order information is display only No, not from within scheduling Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

153. Can you perform 'what-if' analysis on the schedule (i.e., go into simulation mode with an opportunity to accept or reject results of the simulation)? a. Allowing changes to work order priority Yes, from within CMMS Yes, using 3rd party software No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Allowing changes to estimated duration Yes, from within CMMS Yes, using 3rd party software No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Allowing changes to labor availability Yes, from within CMMS Yes, using 3rd party software No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Allowing changes to risk score due to aging factors (eg. equipment run longer, at high speed, with greater # of starts/stops or at a higher temperature than normal) Yes, from within CMMS Yes, using 3rd party software No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

154. Is there a zoom feature on the graphical schedule that allows users to easily zoom in and out (eg, show for 1 month, then 1 week, then 1 day, then 2-hour intervals, such that as user zooms in, more detail is available on specific work orders that comprise the interval displayed)? Yes, comprehensive Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

155. Does the user have critical path analysis capability from within the CMMS? Yes, comprehensive (eg, can change precedent relationships and dependencies in a table or right on the graphical schedule; can change lead and lag times between tasks; can flag a task as interruptible or not; can press a button to optionally optimize the critical path once changes are made to the schedule; system will highlight when edits or critical path optimization extends tasks outside promised date) Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

156. Can the user optionally see a graphical display of actual completed tasks as well as scheduled tasks? Yes, comprehensive (eg, can show actual completed tasks and scheduled tasks on same graphical display; can show report and graphical display of schedule compliance; colour coding of actual vs scheduled PM compliance on table and graphical displays; display using colours when scheduled dates have been changed or tasks are running behind and by how much) Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

157. Are there special features that are built into the CMMS that assist users to manage a planned outage/shutdown/turnaround or large capital project(s)? Yes, comprehensive (eg, work package management tied to the work order system; parts forecasting override to avoid distortion for shutdowns; sophisticated project / shutdown estimating, budgeting, actual cost control and variance tracking for labour, materials and contracted labour/materials; sophisticated project risk analysis; comprehensive resource estimating and tracking of variances to actual usage, for individual projects and across all projects; templates for creating project work breakdown structure and job plans quickly and easily including estimating, equipment breakdown, and cost breakdown; ability to change templates based on variance analysis; sub-contractor management for work done by external parties; critical path management in project management, both within the CMMS and/or using external project management software packages such as Primavera or MS Project; project performance tracking at any level in the work breakdown structure and for any time period in the project Most (greater than 50% of functionality above) Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

158. Can the CMMS create forecasts based on historical averages for meter readings? Yes Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

159. Can resources such as tools, cranes, or special equipment be:? a. Scheduled separately (e.g., to avoid double booking)? Comprehensive (i.e., separate module/function) Some (i.e., using an equivalent work-around) None Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Analyzed (e.g., utilization)? Comprehensive (i.e., separate module/function, standard analysis reports) Some (i.e., using an equivalent work-around, configuration, custom report) None Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Costed (e.g., using allocation by resource type)? Comprehensive (i.e., separate module/function, standard analysis reports) Some (i.e., using an equivalent work-around, configuration, custom report) None Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

160. Can a user query the CMMS as to when specific labour and other resources (eg, a forklift) are next available to accomplish a given work order, and the system provides available time slots? Yes, as a simple query from within the scheduling module including integration with the schedule Configurable Yes, but through the reporting function No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

161. Are project management programs, such as PERT, available directly through the software to schedule projects, preventive maintenance, and planned maintenance? Yes, built into the CMMS and through interface with several 3rd party project management programs Yes, but built into the CMMS only Yes, but through interface with several 3rd party project management programs Yes, but through interface with one 3rd party project management program No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

162. Can the user perform capacity planning, network optimization and workforce optimization (e.g., asset rationalization in any manufacturing and distribution supply chain, bandwidth capacity planning in the telecom industry, optimizing asset requirements for a new mine ramp-up, real-time updating of field-based maintainer’s optimal routing and schedule)? Comprehensive (i.e., all three functions above using advanced tools such as linear programming, simulation, and heuristics) Most (2 of the 3 functions above using advanced tools) Some (1 of the 3 functions above using advanced tools) Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

163. Do you have features and functions specific to capital asset planning? Yes, separate comprehensive module available that includes multi-year long-term capital asset planning and budgeting, asset portfolio condition assessment, multi-year capital project planning, asset renewal cost forecasting models, what-if analysis for restoring and maintaining a targeted level of asset condition, etc. Yes, some of the capital asset planning features above No, not an area of specialization for our CMMS Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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