• 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

User Interface

52. Can information be received and transmitted remotely via an interactive voice response (IVR) system? Comprehensive Some No IVR capability Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

53. Does your browser version have the same functionality and a similar look and feel to your client/server CMMS package? Yes, same functionality and same look and feel Yes, but browser version is limited in terms of functionality and/or look and feel No browser version available No client/server version available Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

54. Can users create a template for any form (e.g., work order, PO, service request), including add/change/delete capability for default values, tabs, fields and field labels? Yes, comprehensive Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

55. If users can customize forms as described above, could this affect the cost of upgrade? Yes No N/A Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

56. Is there a user-definable specification template for recording tombstone data for the following: a. Equipment Yes Yes, but not user-definable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Components Yes Yes, but not user-definable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Parts Yes Yes, but not user-definable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Personnel Yes Yes, but not user-definable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Facilities (e.g., lighting, walls, floors) Yes Yes, but not user-definable No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

57. Can the administrator create a field, fields or whole screen, that appears when a user-specified data value is entered in a given field (eg, if asset status field = “out of service”, a page comes up asking for specific information; if supplier type = “e-supplier” that will be procuring electronically, then another page appears with e-procurement related info requested)? Yes Some Limited Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

58. Are there navigation aids to assist the user in minimizing movement between screens (e.g., user-definable tabs and toolbars; user-definable menu list always visible to user, such as down left side of screen or like navigation pane in MS Outlook; tab for navigation History such as last 20 screens accessed; hierarchical master listing of all screens that users can easily access, with hotlink to any screen; interactive 'address bar' showing where you are in the application hierarchy and allowing users to easily move backward and forward through the screens previously visited, or up and down the hierarchy; advanced search and 'go to' functions including ability to store searches and browse through them; pull-down or button or tab or other means of accessing links including standard list of links, user-defined 'favorites', and list of most frequently accessed; bookmark capability, such as saving a screen with a PO creation in progress; user-definable hotkeys; user-definable macros)? Comprehensive (most of functionality above) Somewhat comprehensive (at least 50% of functionality above) Some (i.e., as per environment such as browser functionality) No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

59. Can the user add custom fields? Yes, comprehensive capability (i.e., unlimited # of fields can be added to most screens, handles both table-specific data such as pcs of equipment and those specific to a specific classification or type such as for a specific type of pump, can be done by user without programming, can define security access equal to standard fields, can establish business rules using custom fields, can define default values, can choose from a variety of field types such as date, alpha, yes/no, descriptive, etc.) Yes, some of the features above Yes, but only for some screens, and there is a maximum number of custom fields No, custom fields cannot be added by a user No, custom fields cannot be added Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

60. Can the user easily customize the look and feel of screens? Comprehensive (i.e., user-definable sophisticated color options; sophisticated screen painter allowing quick and easy creation, deletion and movement of field labels, as well as changing the size, shape, format and other on-screen attributes of fields; use of distinguishing features such as use of shading or color to show 'required', 'optional', 'default', 'display only', 'coded', and 'searchable' fields) Some Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

61. How easy is it to 'manipulate' the database from within the CMMS, for all data fields, i.e.: a. Change the field length Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Change the field type (e.g., multiple date types, alpha, numeric, alphanumeric, yes/no) Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Define a list of valid values Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Change a formula including changes to Boolean logic (e.g., formula behind EOQ) Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Add a formula or insert logic (e.g., manipulate using Boolean logic, build an SQL expression) Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Embed a call to program code (e.g., calling a small Basic program to validate or filter the data) Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Reference other fields within the database when add/change a formula, insert logic or call a program (e.g., change the definition of 'lead time' from the original, i.e., 'approved requisition' to 'first PO received', to the new, i.e., 'approved requisition' to 'at least 80% of PO items received') Easy for user Easy for power user Not from within CMMS Limited Not possible Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

62. Will the user flexibility as described above (see the last 3 questions), affect the ease and/or cost of upgradeability of the CMMS, when a user: a. Adds custom fields Yes possibly Not likely No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Customizes the look and feel of screens Yes possibly Not likely No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Manipulates the database Yes possibly Not likely No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

63. Is there an MS Windows Explorer style lookup capability for the hierarchy of a. Equipment? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important b. Parts? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important c. Suppliers? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important d. Employees? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important e. Work orders? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important f. Online help? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important g. Corporate structure? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important h. Warehouses/stores? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important i. Projects? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important j. KPI's? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important k. CMMS menus/functions? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important l. G/L accounts? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important m. Failure tree (i.e., problem/cause/action code hierarchy)? Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important n. Security (ie menus and submenus, forms and tabs on forms) Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important o. Documents (eg, attachments) Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important p. Budgets Yes No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

64. For each of the hierarchies above, can you move between multiple windows showing additional information? Comprehensive (eg, toggle between windows showing graphics, history, brief summary, drill-down detail corresponding to where cursor is on hierarchy; etc., where each window is refreshed automatically to reflect relevant information related to where the cursor is) As above, but for (a) and (b) only Limited Not available Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

65. Can a user drag and drop objects (e.g., parts and assets, employees and supervisors) within the MS Explorer-style hierarchy screen of your web-based CMMS version? Yes, for several hierarchies above (a) and (b) only Configurable 3rd party No N/A Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

66. Will the system track change history when objects are dragged and dropped (e.g., track location changes for assets or components), within the MS Explorer-style hierarchy screen, regardless of whether your CMMS is web-based or not? Yes, for several hierarchies above (a) and (b) only Configurable 3rd party No Rank the importance of this attribute: Very Important Important Somewhat Important Slightly Important Not Important

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