Guide · Starting
A four-week rollout that sticks
One thing a week, with one team first. By week four the old way is gone because the new one is easier.
Week 1: your assets and places
Put in your sites, buildings and equipment from the lists you already have, and print QR labels for the equipment people report on most. Do not chase every last item: the rest goes in as you find it.
Week 2: planned maintenance
Add the services and inspections you already do, with how often, starting with the ones that carry a legal duty or a warranty. Check the first month’s jobs look right before anyone sees them.
Week 3: one team on the phone
Pick one team, ideally one that asked for it. They do their real jobs in the system for a week. Fix what annoys them the same day; what annoys them will annoy everyone.
Week 4: everyone, and stop the old way
Bring in the rest of the team, show them the jobs already waiting on their phone, and stop taking jobs the old way. Running two systems side by side for long means neither is right.
After week 4
Once a month, look at what is overdue and why. Change the plans that do not fit. The system is right when your team trusts the list more than their own notebook.
Checklist
- Week 1: sites, buildings and equipment in; QR labels on the busiest equipment
- Week 2: services and inspections in, duties and warranties first
- Week 3: one team doing real jobs on the phone
- Week 4: everyone in, the old way stopped
- Monthly: overdue jobs reviewed, plans changed where they do not fit
Sources
Our own advice, from running maintenance. This guide quotes no studies and no figures.
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