CMMS Pre-planning & Setup

Most new clients find this following implementation plan to be most effective. Note: it is not required to add any of the following data to your new Maxpanda CMMS Account. You may submit work orders anytime you are ready.

  1. Upon signing in click on (left main menu) – COMPANY and select PREFERENCES. If you want to show time stamps on your work orders choose YES. If you want to create work orders using minutes (i.e. a PM should take 45 minutes and is due today) then select 24 Hour Time Format. Selecting the 12 hour format makes PM scheduling/closing an all day standard.
  2. Click on Company Setup (left main menu) – Maxpanda CMMS comes with the standard Location Type, Asset Type, Asset Status, Work Order Category and Work Order Priority. If you need to add and define your own please do so now.
  3. Add your BUILDINGS – Very important since BUILDINGS are the parents to LOCATIONS & ASSETS.
  4. Add your LOCATIONS – When submitting a work order you can use BUILDINGS to filter thousands of LOCATIONS easily.
  5. Add your ASSETS – Since your LOCATIONS are populated, you and your Vendors will know where the ASSET is location.
  6. Invite USERS – We have 7 roles to choose from when inviting USERS. Simply enter a users email address, select a role and they do the rest.
  7. Add your PARTS – Parts are associated to ASSETS and the inventory/cost is tracked by the system.
  8. Add your DOCUMENTS – If you have pictures of your ASSETS or LOCATIONS etc…it’s time to add those to your library.
  9. Create TASKS – Your TASK library will help you save time when adding new TASKS to wo’s or pm’s for approval. Create as many TASKS you think may occur in your company once and they’ll be available ad hoc. Each TASK TEMPLATE can hold unlimited TASKS, be creative!
  10. Schedule an internal maintenance meeting. Create new processes around your new Maxpanda CMMS Software. Slowly roll them out to your co-workers and vendors.