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.

View course details

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.

What You Will Learn

Understand the architecture and capabilities of CMMS/EAM systems, including database structure and record types.
Apply best practices for system configuration, data migration, and user acceptance testing.
Develop strategies for long-term CMMS success, including training, data ownership, and system maintenance.

Course Details: RA01639-D903

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

Course Location

Fluno Center

601 University Avenue
Madison, WI 53706

Map

877-773-5866

608-441-7117

Lodging

Fluno Center

601 University Avenue
Madison, WI 53706

Map

Accommodations include: Your stay includes hot breakfast buffet, fitness center, business center, convenient on-site parking. Guest rooms are complete with Keurig coffee maker, refrigerator, complimentary high-speed Internet, and 40-inch, flat screen, high-def TVs.

Online Reservations

877-773-5866

608-441-7117

DoubleTree by Hilton Madison Downtown

525 West Johnson Street
Madison, WI 53703

Map

Accommodations include: Complimentary WiFi and Local/Airport Shuttle. Parking available $15/night.

Online Reservations

800-222-8733

608-251-5511

Madison Concourse Hotel and Governor's Club

One West Dayton Street
Madison, WI 53703

Map

Room: rates start at $160

Accommodations include: Complimentary WiFi, Local/Airport Shuttle, Pool, and Fitness Center.

More Madison Lodging Options

Instructor
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

Total Credits:

CEU 1.4,

PDH 14,

Applies to these Certificates:

Advanced Maintenance and Reliability Management Gold,

Maintenance and Reliability Management,

Course Administration

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.

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

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email registration@cerc.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 Details: RA01639-E078

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

Course Location

Pyle Center

702 Langdon Street
Madison, WI 53706

Map

608-262-1122

866-301-1753

Lodging

Madison Concourse Hotel and Governor's Club

One West Dayton Street
Madison, WI 53703

Map

Room: rates start at $160

Accommodations include: Complimentary WiFi, Local/Airport Shuttle, Pool, and Fitness Center.

DoubleTree by Hilton Madison Downtown

525 West Johnson Street
Madison, WI 53703

Map

Accommodations include: Enjoy complimentary business center, WiFi and Local/Airport Shuttle. Each room has a refrigerator, microwave, 42-inch HDTV, and executive desk. Parking available $15/night.

Online Reservations

800-222-8733

608-251-5511

Fluno Center

601 University Avenue
Madison, WI 53706

More Madison Lodging Options

This is a HyFlex (in-person and online) taught course. Your registration is for one teaching platform only: in-person or online. Please be prepared to attend all days either in-person or online. Contact us if you have any questions or if you need to make a change.

This course uses the Canvas course management and Zoom platforms. A UW NetID is required to access the online course site. Both in-person and online students should obtain a NetID and access the Canvas course website. Your registration confirmation email will walk you through the NetID process and how to access Canvas.

Digital materials for this course will be available on the Canvas course website. Access to the course materials and the webinar platform will be provided a few days before the course. Please watch the email address you provided for release dates and pre-course information. Check your spam file if you do not see emails from the "wisc.edu" addresses.

Instructor
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

Total Credits:

CEU 1.4,

PDH 14,

Applies to these Certificates:

Advanced Maintenance and Reliability Management Gold,

Maintenance and Reliability Management,

Course Administration

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.

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

Request Purchase Order information from registration@cerc.wisc.edu
- If a fee quote is needed, contact custserv@interpro.wisc.edu first
You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

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

CMMS Setup and Utilization

2027 and later

Who Should Attend?

What You Will Learn

Course Details: RA01639-D903

Expanded accordion Course Outline

Expanded accordion Course Schedule

Expanded accordion Location and Lodging

Expanded accordion Instructor and Program Director

Course Administration

Expanded accordion Fee Information

Expanded accordion Payment Options

Expanded accordion Cancellation Policy

Stay Connected

Course Details: RA01639-E078

Expanded accordion Course Outline

Expanded accordion Course Schedule

Expanded accordion Location and Lodging

Expanded accordion Course Notes

Expanded accordion Instructor and Program Director

Course Administration

Expanded accordion Fee Information

Expanded accordion Payment Options

Expanded accordion Cancellation Policy

Stay Connected

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CMMS Setup and Utilization

CMMS Setup and Utilization