CMMS Setup and Utilization

This course offers a comprehensive look at CMMS functionality, from foundational terminology to advanced configuration and implementation strategies. Participants will explore how to evaluate systems, set up core and transactional records, and apply best practices for ongoing system maintenance. Whether you're selecting a new CMMS or optimizing an existing one, this course equips you with the tools to drive efficiency and reliability across your maintenance operations.

Upcoming dates coming soon!

Take course number RA01639 when it’s offered next.

What You Will Learn:

Unlock the full potential of your Computerized Maintenance Management System (CMMS) by learning how to configure, implement, and sustain it for long-term success. This course provides practical strategies to improve asset performance, streamline maintenance operations, and make data-driven decisions.

Who Should Attend:

  • Maintenance managers, supervisors, and planners responsible for CMMS performance.
  • Team leaders and technicians involved in scheduling, asset tracking, and work order management.
  • Professionals evaluating, selecting, or implementing CMMS/EAM systems in their organizations.

Keep Up With This Course

Course Details: RA01639

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Course Outline

Features, Benefits, and Challenges

  • Computerized Maintenance Management System (CMMS)
  • Enterprise Asset Management System (EAM)

CMMS/EAM Terminology

  • Database tables, fields, and records
  • Software as a Service (SaaS)
  • Configuration, customization, and upgrades

 Record Types

  • Core records
  • Components of Item Master
  • Transactional records
  • Integration

Implementation

  • Evaluating and selecting CMMS/EAM
  • Licensing considerations (number of users)
  • System testing
  • User acceptance testing (UAT)
  • Data migration
  • Legacy System Management
  • Training

CMMS / EAM Best Practices

  • Centralized vs decentralized
  • Development, testing, production
  • Database updates and maintenance
  • Data ownership
  • Traceability of requirements, design, system test, and UAT
  • Standard work to keep the system working properly

Program Director & Instructors

  • George Williams

    CEO

    George is the founder and CEO of ReliabilityX and a recognized leader in the field of maintenance and reliability. He holds a master’s degree in reliability engineering from Monash University and began his career in maintenance while still in high school, working alongside his father. George spent 16 years with a major pharmaceutical company, advancing from technician to global asset management leader. His team earned the prestigious Uptime Award for Best Maintenance and Reliability Program in 2015. A Certified Maintenance and Reliability Professional (CMRP) and Certified Reliability Leader, George was named CMRP of the Year by the Society for Maintenance and Reliability Professionals in 2016. He also holds certifications in vibration analysis, infrared thermography, ultrasound, motion amplification, and plant maintenance management. A published author and experienced educator, George has been teaching maintenance and reliability courses for UW–Madison Interdisciplinary Professional Programs since 2010.

  • Program Director

    Jon Wellik

Course Administration

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Payment Options

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

  • Search for the course on the website and then click on the Enroll Now button from the course webpage.
  • Enter all necessary course attendee information and payment information on the course enrollment page.
  • You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

  • Call CERC Registrations at 608-262-2451.
  • Provide the registrations representative with:
    • the course name, dates, and/or course number.
    • the necessary course attendee information and payment information.
  • You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

  • Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
  • Prepare a check, made payable to UW Madison.
  • Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
  • You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email interpro@union.wisc.edu for details and instructions.

Event Cancellation

We reserve the right to cancel a course due to insufficient enrollment or unforeseen events. If we cancel a course, participants will be notified via email or phone and will be given the option for a full refund or to transfer their registration and any fees paid to another course. We are not responsible for non-refundable plane tickets, hotel reservations, and other travel related expenses. For enrollee Course Cancellation, refer to notes on course page.

Course Notes

This course is part of the Maintenance and Reliability Management Certificate. Enhance your maintenance skills while earning a recognized credential.