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#1 | Open Questions 1 - 11: Company - Package - Price |
#2 | Open Questions 12 - 20: Integration |
11 | Language: In what language is the program written? |
12a | Cost % hardware: What percent of the total invoice to a new customer is for hardware? |
12b | Cost % software: What percent of the total invoice to a new customer is for software licenses? |
12c | Cost % customization: What percent of the total invoice to a new customer is for customization? |
12d | Cost % business redesign: What percent of the total invoice to a new customer is for business process redesign? |
12e | Cost % implementation: What percent of the total invoice to a new customer is for implementation? |
13a | Implementations targeting KPIs: Prior to implementation, in what percent of installations are targets set for improvement of key performance measures? |
13b | 1-5 KPIs: The top five key measures. |
14a | % cost savings: The average cost savings achieved per site after implementing the CMMS. |
14b | % revenue increase: The average revenue enhancement achieved per site after implementing the CMMS |
15a | % Shared fee: The percentage of customers where normal fee is conditional on meeting performance targets for the customers' operations, e.g., a penalty if a percent reduction in downtime is not achieved) |
15b | % Shared rewards: The percentage of customers where a bonus is available upon achieving performance hurdles |
15c |
% No incentive: The percentage of customers where there is no formal linkage between cost and results |
16 | Tracking: Is each user company's customer satisfaction/loyalty tracked with a survey that is comprehensive (i.e., high percent of customer base, across multiple users per company, for many measures, more than once per company)? |
17a | Third-party ERP: Does the vendor have specialized software for integrating third-party ERP software? |
17b | Third-party CAD: Does the vendor have specialized software for integrating third-party CAD software? |
17c | Third-party PdM: Does the vendor have specialized software for integrating third-party PdM software (e.g. vibration, lubrication, thermography)? |
17d | Third-party data: Does the vendor have specialized software for integrating third-party shop-floor data collection systems (e.g. HMI, PLC, SCADA)? |
17e | Third-party handheld? Does the vendor have specialized software for integrating third-party wireless handhelds (e.g. PDAs, barcode readers)? |
17f | Other integration: Other third-party software integration capabilities? |
18 | Phase-in: Can clients use a phased approach to implement the CMMS, buying greater functionality over time? |
19 | Remote database synch: Does the CMMS have built-in utilities to allow remote user sites to synchronize databases? |
20 |
Browser/look & feel: Does the browser version have the same functionality and a similar look and feel to the client/server CMMS package?
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#3 | Open Questions 21 - 35: Basic Capabilities |
21 | Voice: Can information be received and transmitted remotely via an interactive voice response (IVR) system? |
22a | Format error-check: Is there error-checking capability for format (e.g., part number must be five numeric digits starting with an alpha character)? |
22b | Range error-check: Is there error-checking capability for range (e.g., equipment code ranges from 1500 to 3000)? |
22c | Logic error-check: Is there error-checking capability for logic (e.g., wrong engine on vehicle, too many or not enough pumps in a given piece of equipment)? |
23 | Error message quality: Are error or other messages comprehensive, easy to understand and suggest solutions? |
24 | Custom error messages: Are error, warning and other messages customizable by the user? |
25 |
User-defined defaults: Can the user define all default values to ease data entry? |
26a | Multi-language log-on: Does the package support multiple languages in one implementation such that you can tailor each user screen to a given language based on logon? |
26b | Multi-language toggle: Can each user toggle between two or more languages at a given terminal? |
27 | Quick data entry: Is there a quick data-entry screen for high-volume entries, such as system startup or a dispatch desk? |
28 | Online help: Is there online help specific to procedures (i.e., "how-to" help)? |
29 | Help examples: Are examples given throughout help screens? |
30 | Help tailoring: Is online help tailored to the knowledge and experience of the user? |
31a | Training days, supervisor: How many days of classroom/CBT training would you recommend for the average novice maintenance supervisor to take for your CMMS? |
31b | Training days, planner: How much classroom/CBT training would you recommend for the average novice maintenance planner to take for your CMMS? |
31c | Training days, tradesperson: How much classroom/CBT training would you recommend for the average novice maintenance tradesperson to take for your CMMS? |
31d | Training days, buyer: How much classroom/CBT training would you recommend for the average novice buyer to take for your CMMS? |
32 | Custom business rules: Are embedded business rules easily customizable by the user (e.g., approval limits and routing)? |
33 | Workflow integration: Is workflow software fully integrated into the CMMS? |
34 | Drill-down: Is there drill-down capability for summary reports and listings? |
35 |
Editing: Can you edit data while viewing in spreadsheet or list mode (e.g., outstanding work orders)?
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#4 | Open Questions 36 - 43: Work Order Scheduling |
36 | Work order hierarchy: Is there a hierarchy of work orders where each level can be scheduled separately? |
37 |
Blanket work orders: Can you create blanket work orders for planning/recording work, including recording blanket WO #, as well as equipment number and/or cost center (e.g., to avoid issuing a work order for jobs under 30 minutes)? |
38a | Time-based priorities: The number of time-based priority fields |
38b | Criticality priorities: The number of equipment criticality-based priority fields |
38c | Health & safety priorities: The number of health and safety-based priority fields |
38d | Other priorities/levels: Other priority fields/number of levels |
38e | User-defined priorities: The number of user-defined priority fields |
39 | Multiple priorities: Are priorities combined and used to determine or suggest a schedule (e.g., multiply priorities together)? |
40 | Schedule display: Can the schedule display in-process work orders, including revised hours by craft to completion or percent completion? |
41 | Graphical scheduling: Can you drag and drop work orders and/or available resources on a graphical schedule, and see the effects on planned workload vs. capacity as well as resultant availability? |
42 | Schedule drill-down: Can you drill down to access work order information from within the schedule chart/graph? |
43a | What-if scheduling, priority-based: 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) using changes to work order priority? |
43b | What-if scheduling, duration-based: Can you perform "what-if" analysis on the schedule using changes to estimated duration? |
43c |
What-if scheduling, labor-based: Can you perform "what-if" analysis on the schedule using changes to labor availability?
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#5 | Open Questions 44 - 51: Work Order Control |
44a | Resource scheduling: Can resources such as tools, cranes, or special equipment be scheduled separately (e.g., to avoid double booking)? |
44b | Resource analysis: Can resources such as tools, cranes, or special equipment be analyzed separately (e.g., utilization)? |
44c | Resource costing: Can resources such as tools, cranes, or special equipment be costed separately (e.g., using allocation by resource type)? |
45 |
Part source identification: On a work order, can users easily select new, reconditioned or used parts? |
46 | Approval change on overrun: Does approval level change when a work order is overrun for total labor and material dollars booked? |
47 | Approval status change definition: Can you define approvals for status changes for work orders, purchase orders, etc.? |
48 | Cost center security: Can you prohibit a user charging dollars to someone else's cost center? |
49 | Contract tracking: Can you track contract maintenance? |
50a | Third-party billing, invoice: Can the system handle third-party billing (i.e., chargebacks), including creation of a third-party invoice for labor/materials? |
50b | Third-party billing, mark up L&M: Can the system handle third-party billing (i.e., chargebacks), including mark up of labor and material costs? |
50c | Third-party billing, mark up other: Can the system handle third-party billing (i.e., chargebacks), including mark up of costs other than labor/materials? |
50d | Third-party billing, rounding: Can the system handle third-party billing (i.e., chargebacks), including rounding of time and costs? |
50e | Third-party billing, minimum time: Can the system handle third-party billing (i.e., chargebacks), including establishing a minimum labor time? |
50f | Third-party billing, minimum charge: Can the system handle third-party billing (i.e., chargebacks), including establishing a minimum dollar charge? |
50g | Third-party billing security: Can the system handle third-party billing (i.e., chargebacks), including allowing customer to access only its own information? |
51a | Warranty work orders: Can the system perform summary reporting of all work orders on warranty? |
51b | Warranty claims: Can the system prepare warranty claims? |
51c | Multiple warranties: Can the system record and track multiple warranties per asset? |
51d | Warranty types: Can the system record warranty types (e.g., manufacturer, vendor, extended)? |
51e | Calendar warranties: Can the system track calendar-based warranties? |
51f | Meter warranties: Can the system track meter-based warranties, including start/expiration/threshold readings? |
51g | Warranty renewals: Can the system handle warranty renewals? |
51h | Serial-based warranty expiration: Can the system favor serialized parts closer to warranty expiration? |
51i |
Non-serial-based warranty expiration: Can the system favor non-serialized parts closer to expiration?
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#6 | Open Questions 52 - 67: Inventory Control & Purchasing |
52a | LIFO inventory: Is LIFO available for the inventory module? |
52b | FIFO inventory: Is FIFO available for the inventory module? |
52c | Average costing: Is average costing available for the inventory module? |
52d | Standard costing: Is standard costing available for the inventory module? |
53 | Activity-based costing: Is activity-based-costing (ABC) fully integrated into the CMMS? |
54 | EOQ: Is economic order quantity (EOQ) calculated? |
55a | ABC analysis: Is ABC analysis done (i.e., categories for parts usage)? |
55b | XYZ analysis: Is XYZ analysis done (i.e., categories for parts value)? |
56 | Reorder smoothing: Does the reorder point have smoothing capability? |
57a | Service levels by part: Are service levels analyzed by part? |
57b | Service levels by category: Are service levels analyzed by part category? |
58 | What-if on service levels: Can you do "what-if" analysis on service levels to determine resultant inventory values? |
59 | Cycle counts: Will the CMMS program assist in determining cycle counts? |
60 | Supplier history: Can you track supplier history? |
61 | Supplier rating: Can you rate suppliers? |
62 | E-procurement: Can the system handle e-procurement (e.g., catalog, purchase orders, quotations, and vendor invoices)? |
63a | History-based reorder: Is usage history automatically checked to suggest corrections to reorder points? |
63b | History-based reorder: Is usage history automatically checked to suggest corrections to reorder points? |
63c | Max level-based reorder: Is maximum level history automatically checked to suggest corrections to reorder points? |
64 | Component tracking: Can components be serialized and repair history/costs tracked (i.e. from receipt to installation, to vendor repair, to receipt upon return, to costing at repaired, depreciated or appreciated value, to new parent equipment)? |
65 |
New/used parts: When booking parts required for a work order, will the parts on-hand listing within the work order screen show repaired or used parts/components available separately from new ones? |
66a | Expected delivery: Will the purchase order accommodate expected delivery date for each line item? |
66b | Multiple account codes: Will the purchase order accommodate multiple account codes for each line item? |
66c | Status code: Will the purchase order accommodate a status code for each line item? |
66d | Multiple ship-to: Will the purchase order accommodate multiple ship-to locations for each line item? |
66e | Tax codes: Will the purchase order accommodate tax codes for each line item? |
66f | Receipt acknowledgement: Will the purchase order accommodate receiving acknowledgement for each line item? |
67 |
Consignments: Does the system handle consignments?
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#7 | Open Questions 68 - 73: Preventive and Condition-Based Maintenance I |
68a | Standard PM tasks: Is standard data available for PM task definitions? |
68b | Standard PM task times: Is standard data available for PM task times? |
68c | Standard corrective tasks: Is standard data available for corrective tasks? |
68d | Standard RCM conditions: Is standard data available for RCM conditions linked to tasks? |
68e | Standard safety: Is standard data available for safety checklists and tasks? |
69 | PM triggers: Can you trigger PM by time, usage and event? |
70a | Multiple condition triggers: Can you trigger preventive maintenance by multiple condition indicators per asset? |
70b | Automatic trigger reset: Does a trigger from one condition-based indicator reset all other triggers for a given asset? |
70c | Nested triggers: Can you nest triggers with different cycles? |
70d | Combined indicators: Can you combine indicators using Boolean logic to create consolidated or alternate triggers? |
70e | Recommend corrective action: Can you recommend corrective action based on condition, i.e., using indicators, Boolean logic, and/or setpoints (e.g., oil analysis reveals gas, particulate or temperature trends that necessitate a given PM work request)? |
70f | Preferred date: Can you trigger a PM routine on a preferred day or date if within tolerance? |
70g | Forecast rounds schedule: Can you forecast when the next meter reading should occur based on historical readings? |
70h | PM shadowing: Can you do PM shadowing to avoid duplicate PMs? |
70i |
PM override: Can PMs be overridden or credit taken for corrective work that covers PM work due, to avoid duplication? |
70j | Reading validation: Can PM readings be validated with a user-defined validation formula? |
70k | Color-coded alarms: Can indicator/alarm tables be color-coded? |
70l | Component/indicator hierarchy: Can you create a graphic showing component hierarchy and corresponding indicators |
70m | Indicator drill-down: Can you have hot spots on the graphic for drill down to detail on indicators? |
70n | Graphic highlights: Are conditions and alarms visibly distinguished on the graphic (e.g., blinking, color change)? |
70o | Alarm acknowledge: Can you acknowledging alarms or conditions easily from within the graphic screen? |
70p | New condition entry: Can a new condition be easily entered from within the graphic screen? |
71 | History-based PM: Is PM history used to correct future PM scheduling? |
72 | Seasonal PM: Can users adjust the PM schedule for seasonality? |
73 |
Shutdowns/peaks/holidays: Does the PM schedule display shutdowns, peak production periods and/or holidays?
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#8 | Open Questions 74 - 82: Preventive and Condition-Based Maintenance II |
74a | PM by the hour: Can you schedule PM by the hour? |
74b | PM by recurrences: Can you schedule PM by recurrences? |
74c | PM by calendar: Can you schedule PM by recurring month, weeks or days? |
74d | PM by date: Can you specify PM by specific calendar dates? |
74e | PM by exception: Can you specify PM with specific calendar dates as exceptions? |
75a | PM route by asset type: Can you set up a PM route for a single asset type across multiple locations (e.g., inspection of all fire extinguishers in multiple buildings)? |
75b |
PM route by location: Can you set up a PM route for multiple assets in a single location (e.g., inspection of multiple assets on one stretch of roadway)? |
76 | GIS location: Can you inventory assets, route PMs and report on work history referencing a GIS locator? |
77 | Problem/cause/action: Can problem, cause and action taken be recorded against individual assets along the route (e.g., one fire extinguisher refilled, another required repair)? |
78a | L&M by asset: Can labor and material be charged to an individual asset along the route? |
78b | L&M averaged: Can labor and materials be charged using an average cost spread over all assets on the route? |
79 | Critical percent: Can you identify a "critical percent" for each asset/procedure (where 0% = PM just done, 100% = PM just due, 200% = PM not done after one complete cycle, etc.)? |
80 | Critical route: Can you generate a route based on Boolean logic surrounding the critical percent? |
81 | Auto priority increase: Will the priority automatically increase if PM is not done? |
82a | Multiple inspections: Do you have features and functions for inspection and risk assessment including multiple inspections at multiple points on an asset/infrastructure? |
82b | Risk/criticality record: Does inspection and risk assessment support recording results of a risk-based assessment defining risk and criticality of failure? |
82c | Automatic frequency: Does inspection and risk assessment support automatically increasing the frequency of inspection if the risk increases? |
82d | Confidence rating: Does inspection and risk assessment support the ability to define a "confidence rating" on the risk? |
82e | Expected value: Does inspection and risk assessment support providing the inspector with nominal (i.e., expected) values for a given inspection? |
82f | Historical information: Does inspection and risk assessment support providing the inspector with historical information including last value, date and description? |
82g | Track inspection tools: Does inspection and risk assessment support tracking replacement frequency for inspection tools? |
82h | Critical value formula: Does inspection and risk assessment support defining a formula to determine the critical value for inspection readings? |
82i | WO/PM on critical value: Does inspection and risk assessment support automatically issuing a standard work order or PM procedure if the critical value is reached? |
82j | Min/max values: Does inspection and risk assessment support defining min and max threshold values for inspection readings? |
82k | Tolerance: Does inspection and risk assessment support defining a tolerance percent? |
82l | Regression analysis: Does inspection and risk assessment support using regression analysis to predict the next date for reaching the critical value? |
82m |
Extreme value: Does inspection and risk assessment support recording an "extreme value" (i.e., amount which cannot be exceeded)?
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#9 | Open Questions 83 - 91: Equipment History |
83 | Downtime vs. breakdown: Is production downtime distinguished from equipment breakdown, and are both tracked? |
84 | Actual vs. budget: Can you budget and track actual maintenance costs against budget? |
85 | Budget integration: Is the budgeting module directly integrated with the planned hours and planned material usage on the work orders? |
86 | Budget what-if: Can you perform "what-if" analysis on the budget by generating work orders or preparing a work plan in simulation mode, with an opportunity to accept or reject results of the simulation? |
87 | User-defined costs: Can you track equipment costs by user-defined statistics (e.g., cost per ton produced, cost per mile)? |
88 | Problem/cause/action: Are problem, cause and action codes grouped, nested and hierarchical? |
89a | Complaint analysis: Does the CMMS analyze, not just report on, relative frequencies and probabilities of complaints (i.e., using Pareto analysis, predictive trending, root cause analysis, correlation, forecasting, etc.)? |
89b | Root cause analysis: Does the CMMS analyze root causes? |
89c | Actions taken analysis: Does the CMMS analyze actions taken? |
89d | Idle/delay analysis: Does the CMMS analyze idle or delay time? |
89e | WO history analysis: Does the CMMS analyze work order status history? |
89f | Availability analysis: Does the CMMS analyze asset availability? |
89g | Utilization analysis: Does the CMMS analyze asset utilization (i.e. available and used)? |
89h | Performance analysis: Does the CMMS analyze asset performance (e.g. speed)? |
89i | Quality impact: Does the CMMS analyze product quality impact (e.g. asset causing rework, etc.)? |
90a | Report MTBF: Does the CMMS report on mean time between failures? |
90b | MTBF by root cause: Does the CMMS report on MTBF for a specific root cause? |
90c | Report MTTR: Does the CMMS report on mean time to repair? |
90d | Report MWT: Does the CMMS report on mean wait time (MWT) or response time? |
90e | TSLF by problem: Does the CMMS report time since last failure trend for any problem code? |
90f | TSLF by cause: Does the CMMS report time since last failure (TSLF) trend for any cause code? |
90g | TSLF by action: Does the CMMS report time since last failure (TSLF) trend for any action code? |
90h | TSLF by checkpoint: Does the CMMS report time since last failure trend from the last checkpoint? |
90i |
Life cycle costing: Does the CMMS report lifecycle cost for a given asset or group of assets? |
91 |
Troubleshooting database: Is there a troubleshooting database to assist in diagnosing equipment repair problems?
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#10 | Open Questions 92 - 94: Advanced Functions & Displays I |
92a | Trigger on PM: Can you trigger a user-defined activity (such as an alarm, pager, email, or work order activation) when PM inspection measures exceed control limits? |
92b | Trigger on limits: Can you trigger a user-defined activity when measures trend within a certain percentage of control limits? |
92c | Trigger on downtime: Can you trigger a user-defined activity when equipment downtime exceeds a threshold value? |
92d | Trigger on MTBF: Can you trigger a user-defined activity when average MTBF is outside a given range of values? |
92e | Trigger on warranty: Can you trigger a user-defined activity when equipment or a component is due for warranty work? |
92f | Trigger on parts missing: Can you trigger a user-defined activity when parts have not arrived for a work order coming due? |
92g | Trigger on wait time: Can you trigger a user-defined activity when wait time within a workflow exceeds a value? |
92h | Trigger on activity times: Can you trigger a user-defined activity when activity times within a workflow exceed standard? |
92i | Trigger on PM critical %: Can you trigger a user-defined activity when a PM critical percent has exceeded a user-defined threshold? |
92j | Trigger on expenditure: Can you trigger a user-defined activity when the rate of expenditure will cause a budget overrun? |
92k | Trigger on repeat failure: Can you trigger a user-defined activity when a failure has repeated within a user-defined period? |
93a | Lookup equipment: Is there an MS Windows Explorer-style lookup capability for the hierarchy of equipment? |
93b | Lookup parts: Is there an MS Windows Explorer-style lookup capability for parts? |
93c | Lookup suppliers: Is there an MS Windows Explorer-style lookup capability for suppliers? |
93d | Lookup employees: Is there an MS Windows Explorer-style lookup capability for employees? |
93e | Lookup work orders: Is there an MS Windows Explorer-style lookup capability for work orders? |
93f | Lookup online help: Is there an MS Windows Explorer-style lookup capability for online help? |
93g | Lookup corporate structure: Is there an MS Windows Explorer-style lookup capability for corporate structure? |
93h | Lookup warehouses/stores: Is there an MS Windows Explorer-style lookup capability for warehouses/stores? |
93i | Lookup projects: Is there an MS Windows Explorer-style lookup capability for projects? |
93j | Lookup KPIs: Is there an MS Windows Explorer-style lookup capability for key performance indicators (KPIs)? |
93k | Lookup menus/functions: Is there an MS Windows Explorer-style lookup capability for the CMMS menus/functions? |
93l |
Lookup G/L accounts: Is there an MS Windows Explorer-style lookup capability for general ledger accounts? |
94 |
Toggle: For each of the hierarchies in question 93, can you toggle between multiple windows showing additional information?
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#11 | Open Questions 95 - 100: Advanced Functions & Displays II |
95a | Business intelligence: Are business intelligence reporting formats such as dashboards, stoplights, etc., fully integrated? |
95b | Balanced scorecard: Are balanced scorecard reporting formats fully integrated? |
95c | KPI reports: Are key performance indicator and target reporting formats fully integrated? |
96a | PDA WO integration: Does the CMMS interface seamlessly with PDAs including ability to download work orders to the PDA? |
96b | PDA work: Does the CMMS interface seamlessly with PDAs including ability to upload hours worked and work done from the PDA? |
96c | PDA parts required: Does the CMMS interface seamlessly with PDAs including ability to download parts required to the PDA? |
96d | PDA inventory: Does the CMMS interface seamlessly with PDAs including ability to download other inventory information to the PDA? |
96e | PDA parts used: Does the CMMS interface seamlessly with PDAs including ability to upload parts used? |
96f | PDA tools required: Does the CMMS interface seamlessly with PDAs including ability to download tools required to the PDA? |
96g | PDA scanner: Does the CMMS interface seamlessly with PDAs including ability to use a built-in scanner for barcodes on assets/parts/badges? |
96h | PDA work requests: Does the CMMS interface seamlessly with PDAs including ability to enter and upload work requests? |
97a | Fleet VMRS: Do vehicle/fleet maintenance functions include built-in VMRS standard codes? |
97b | Fleet fuel: Do vehicle/fleet maintenance functions include consumption rate of fuel and other consumables? |
97c | Vehicle mileage: Do vehicle/fleet maintenance functions include vehicle mileage? |
97d | Vehicle utilization: Do vehicle/fleet maintenance functions include vehicle utilization? |
97e | Vehicle status: Do vehicle/fleet maintenance functions include real-time operational status of a given vehicle? |
97f | Vehicle environment: Do vehicle/fleet maintenance functions include analysis of environmental correlations such as weather? |
97g | Vehicle wear analysis: Do vehicle/fleet maintenance functions include wear measure history and analysis on tires, brakes, etc.? |
97h | Vehicle reservations: Do vehicle/fleet maintenance functions include vehicle reservations? |
97i | Fleet depreciation: Do vehicle/fleet maintenance functions include depreciation of fleet assets? |
97j | Vehicle operation: Do vehicle/fleet maintenance functions include recording operational data for a given vehicle (e.g. primary driver, key number)? |
98 | IT asset management: Are there features and functions specific to technology asset management? |
99 | Capital asset planning: Are there features and functions specific to capital asset planning? |
100a | Tool management: Is there is a separate, comprehensive, specialized tool management module? |
100b | Keys management: Is there is a separate, comprehensive, specialized keys management module? |
100c |
Lockout/tagout: Is there is a separate, comprehensive, specialized lockout/tagout tool management module? |