Top 5 Guidelines for Maintenance Management You Should be Using

October 16, 2018
5 min
Preventative

As a Facility Maintenance Manager, you are responsible for ensuring your facility operates smoothly, safely, and efficiently. Managing technicians, capital planning, parts and inventory, and analyzing reports can be overwhelming. To help you stay organized and maximize your maintenance ROI, this article will cover the top five essential guidelines for using a maintenance management system. These guidelines are designed specifically for facility maintenance managers and anyone involved in facility operations who wants to improve efficiency, reduce downtime, and streamline maintenance processes. By following these best practices, you can ensure your facility runs at peak performance and your maintenance management system delivers maximum value.

A maintenance management system is a set of processes and tools, often supported by specialized software, that helps organizations plan, track, and optimize maintenance activities. Using a maintenance management system is crucial for keeping your facility running efficiently and ensuring all maintenance tasks are completed on time and within budget.

 

5 Essential Tasks for Effective Maintenance Management

If you're facing the challenge of keeping up with the multitude of requirements that are always piling up, there are a few essential tasks that you should be sticking to. Those include:

  • Detailed Record Keeping to support tracking asset history and maintenance logs while helping organize and analyze all facility tasks.

  • Keeping a Standardized List of step-by-step procedures to eliminate inconsistencies across maintenance workflows.

  • Preventative Maintenance Scheduling as a proactive strategy to reduce unplanned downtime and costly emergency repairs.

  • Running Regular Audits to verify compliance processes work as intended and optimize overall maintenance strategies.

  • Employing Maintenance Management Software and a CMMS to serve as the digital backbone for organizing operations, inventory, and reporting.


Detailed Breakdown of the 5 Essential Tasks

Here is a detailed breakdown of each task, highlighting why it matters and how to execute it efficiently:

1. Detailed Record Keeping

Running an efficient maintenance department requires accurate, centralized record keeping for every work order. Centralizing this data removes operational guesswork and provides clear visibility into facility performance.

  • Asset & Maintenance History: Track where maintenance occurs, task frequency, and the exact labor time spent per job using comprehensive asset history tracking.
  • Performance Evaluation: Analyze task success rates to streamline inefficient maintenance workflows and spot chronic equipment failure patterns early.
  • CMMS Integration: Replace arduous manual tracking with computerized maintenance management software to automate reporting, support asset tracking, and put actionable dashboards at your fingertips.

2. Keeping a Standardized List

Inconsistent repair methods are a major source of departmental inefficiency. When technicians complete routine tasks differently every time, it creates friction across workflows and increases operational risks.

  • Eliminate Time Waste: Step-by-step checklists remove guessing games so technicians do not have to figure out the best repair method every time.
  • Simplify Root-Cause Analysis: Standardized procedures make it easy to audit what went wrong if an issue occurs after a repair.
  • Ensure Consistent Execution: Pair repeat tasks with structured preventative maintenance checklists to guarantee work is carried out uniformly every time.

3. Preventive Maintenance Scheduling

A proactive PM strategy is the single most effective way to eliminate operational chaos, improve department efficiency, and increase overall maintenance ROI.

44% Reduction In unplanned downtime via preventive maintenance
79% of Teams Experienced same or more unplanned downtime last year
  • Proactive vs. Reactive: Shift away from emergency run-to-failure repairs by establishing an automated preventative maintenance schedule for regular inspections, checks, and equipment overhauls in advance.
  • Flexible PM Triggers: Modern CMMS software supports preventive maintenance scheduling based on asset runtime, usage conditions, or calendar intervals.
  • Protect Critical Assets: Regular PM inspections reduce unplanned downtime by 44%, extend asset lifespans, and cut expensive emergency repair costs, a critical priority when 79% of facility teams report stagnant or worsening downtime.

4. Running Regular Audits

Systematic audits ensure your maintenance operations stay efficient, cost-effective, and fully compliant with industry regulations.

  • Automated Compliance: Auditable digital records ensure your CMMS processes meet regulatory standards, such as Life Safety Code and OSHA standards, while reducing human error in compliance tracking.
  • Process Optimization: Evaluate what is working across your department, review team workflows, and adjust strategies to control maintenance costs.
  • Lifecycle Management: Review historical repair data during audits to track equipment lifecycles and support smarter capital replacement decisions.

5. Employing Maintenance Management Software and a CMMS

A maintenance management system is a comprehensive approach that uses processes and technology to plan, track, and optimize maintenance activities. A Computerized Maintenance Management System (CMMS) is one of the software solutions designed to support and automate these processes, making it easier for facility managers to manage work orders, preventive maintenance, inventory, and reporting. In other words, a CMMS is a key tool within a broader maintenance management system, providing the digital backbone for efficient facility operations. Choosing the right maintenance management software depends on your organization's workflows, reporting needs, and maintenance goals.

Work Order Management

With maintenance management software and work order software tools, organizing and analyzing your maintenance department becomes seamless, streamlining maintenance operations and improving operational efficiency.

  • Centralized work order creation, assignment, and tracking
  • Automated scheduling of preventive and corrective maintenance
  • Real-time updates on work order status
  • Historical tracking of completed tasks for compliance and analysis

Inventory Management

A modern CMMS helps teams manage physical assets and spare parts across the full asset lifecycle via parts and inventory tracking, preventing shortages and controlling costs.

  • Tracking spare parts and supplies to help track inventory
  • Low-stock alerts and automated reorders
  • Monitoring parts usage and restock history
  • Improved visibility for facilities management needs and control

Integration Capabilities

Seamless system integrations with other critical operational software enhance overall CMMS effectiveness across multi-site networks.

  • Real-time data flow between CMMS and ERP or financial systems
  • Accurate cost tracking and reporting
  • Enhanced functionality through merging with other providers
  • Support for multi-site operations and fleet maintenance

Cloud-Based Features

Cloud platforms deliver remote flexibility, secure data management, and operational analytics via mobile devices and wireless sensors.

  • Access to real-time data from any location with mobile app support
  • Reduced need for in-house IT infrastructure
  • Secure cloud storage for maintenance data
  • Analytics dashboards for maintenance insights and IoT integration


Additional benefits of employing a maintenance management system and CMMS include:

  • Standardizing maintenance workflows
  • Improving maintenance strategies
  • Managing and tracking work orders and asset lifecycles
  • Supporting asset management with purchase dates, warranties, and service history
  • Delivering measurable cost savings and reducing indirect costs
  • Enabling predictive maintenance using monitoring data

Some organizations also compare CMMS solutions with enterprise asset management (EAM) software, especially when they need stronger support for multi-site operations or fleet maintenance. Many users take advantage of CMMS FAQs and documentation to understand which option fits best.

 

What is the Most Popular CMMS Software?

When selecting a solution, organizations frequently compare CMMS platforms based on usability, features, and deployment options. Below is a feature breakdown of how top industry solutions compare:

CMMS Provider Primary Sector Footprint Key Capabilities User Licensing Model
Maintenance Care Healthcare, Senior Care, Education, Property Management, Hotels, Government Mobile work orders, preventive maintenance scheduling, wireless sensors, 3D virtual spaces, free cloud storage

Unlimited Users (Building-Based Tier)

Limble CMMS Manufacturing & Industrial Maintenance Modular workflow builder, preventive maintenance scheduling Per User / Month
UpKeep Mobile-First Field Teams Work order management, asset history tracking Per User / Month
Fiix Enterprise Industrial Plants AI predictive analytics, Enterprise Asset Management (EAM) suite Per User / Month

 

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Frequently Asked Questions

What is the main difference between a CMMS and a Maintenance Management System?

A maintenance management system refers to the overarching operational framework, strategy, and guidelines used to organize facility operations. A CMMS (Computerized Maintenance Management System) is the digital software solution used to execute, automate, and track those management processes.

How does preventive maintenance scheduling lower facility costs?

Preventive maintenance addresses minor asset wear and tear before catastrophic failures occur. By scheduling routine checks in advance, facility teams reduce unplanned downtime by up to 44%, lower emergency overtime labor spend, and extend overall equipment lifespans.

Why choose a cloud-based CMMS platform over on-premise software?

Cloud-based CMMS platforms provide mobile technicians with real-time access to work orders from anywhere on the facility floor. They eliminate expensive in-house IT infrastructure and server maintenance while providing secure, automated data backups.

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