Overview

Below is an SOP Best Practice that is primarily intended for customers utilizing both the CMMS and Equipment Utilization features. If you're a customer without CMMS, Spindle's Computerized Maintenance Management System, consider checking out this alternative Best Practice.

The purpose of this “best practice” SOP is to provide Maintenance Managers with a quick and simple method for identifying logging errors and plant opportunities, as well as scheduling and assignment of PMs and Work Orders (if applicable). While there are many areas within SpindleLIVE in which the data can be accessed, the goal with these “best practices” is to steer Maintenance Leaders in the direction of the quickest (and most effective) ways to access this data. Each of the “best practices” are broken down by frequency (i.e. Continuous, Daily, Weekly and Monthly), with “how to” instructions within each individual recommended best practice. Use the below “Quick Navigation” section to quickly access the appropriate “how to” guide, as necessary.

Quick Navigation

Continuous Best Practices (3-4 Times Daily)

The below "Continuous Best Practices" should be performed at least 3-4 times throughout the workday, in order to have constant visibility into what's happening inside your operation.

Continuously monitor the Spindle Displays throughout the day
- Look for Equipment in Pending Maintenance for excessive amount of time.
- Look for Equipment in Down for Maintenance for excessive amount of time.
- Look for Overdue PMs / Work Orders, indicated in RED font on Spindle Display.
Continuous Facility Page Checks (Equipment Utilization)
- Check for active Alerts, such as:
  - Pending Maintenance
  - Down for Maintenance
  - Overdue PMs
  - Overdue Work Orders
  - PM Excessive Time

Daily Best Practices (15-30 Minutes Daily)

The below "Daily Best Practices" should be performed at least once daily, and should only take approximately 15-30 minutes per day to complete.

Prefer to watch a short "how to" video - CLICK HERE

Login Compliance Checks (5-10 Minutes Daily)
- Every Morning - Maintenance Managers should begin their day by scrubbing yesterday's data on the Analysis Page, to ensure proper logging.
Overdue PMs/Work Orders Checks (5 Minutes Daily)
- Every Morning - Review the CMMS Details Page for any Overdue PMs or Work Orders
Work Order Request Checks (5 Minutes Daily)
- Every Morning - Check the CMS Details Page for Work Order Requests that need to be reviewed by Maintenance Manager for approval/denial.
Approve/Deny Work Order Requests (5 Minutes Daily)
- Every Morning - Approve / Deny work order requests daily to ensure they aren't missed.
Create Work Order Requests (5 Minutes Daily)
- Anytime - Create Work Orders Requests to have added to your Maintenance Schedule.
End of Day "End Shift" Checks (5 Minutes Daily)
- Every Afternoon - Perform this "End Shift" check to ensure all Maintenance Personnel properly ended their shift in Spindle. NOTE: For Maintenance Managers that leave before some of their team does, it's recommended to designate a "Lead" to be responsible for this daily practice.

Weekly Best Practices (1 Hour Weekly)

The below "Weekly Best Practices" should be performed at least once weekly, and should only take approximately 1 hour per week to complete.

Login Compliance Checks (10-15 Minutes Weekly)
- Every Monday Morning - Scrub last week's data on the Analysis Page, to ensure proper logging.
General Maintenance Tasks (GMT) Review (10-15 Minutes Weekly)
- Every Monday Morning - Perform a GMT Review weekly, in conjunction with their Login Compliance Checks, to ensure GMT Tasks are being logged into properly.
Equipment Opportunity Checks (10-15 Minutes Weekly)
- Every Monday Morning - Perform the Equipment Opportunity Checks weekly, in conjunction with their Login Compliance and GMT Review, to identify equipment with the most opportunity.
Scheduled Maintenance Tasks Review (5 Minutes Weekly)
- Every Monday Morning - Review Scheduled Maintenance Tasks (PMs and Work Orders) that were completed last week.
PM Efficiency Report Review (5-10 Minutes Weekly)
- Every Monday Morning - Review Scheduled Maintenance Tasks (PMs and Work Orders) that were completed last week.
Overdue PMs/Work Orders Checks (5 Minutes Weekly)
- Every Friday - Review Overdue PMs/Work Orders for the Current Week, in order to properly plan out Next Week, to ensure they're not Missed.
Upcoming PMs/Work Orders Scheduling Review (10-15 Minutes Weekly)
- Every Friday - Review Upcoming PMs/Work Orders for Next Week, in order to properly plan out the week and ensure tasks are appropriately scheduled and assigned.

Monthly Best Practices (1 Hour Monthly)

The below "Monthly Best Practices" should be performed at least once monthly, and should only take approximately 1 hour per month to complete.

Equipment Opportunity Checks (10-15 Minutes Monthly)
- Beginning of Month - Perform the Equipment Opportunity Checks monthly, in conjunction with the Weekly Equipment Opportunity Checks, in order to have have more data to analyze true equipment opportunities.
Scheduled Maintenance Tasks Review (20-30 Minutes Monthly)
- Beginning of Month - Review Scheduled Maintenance Tasks (PMs and Work Orders) that were completed last month, as well as upcoming Scheduled Maintenance Tasks for this month. Modify scheduling / Worker assignment as necessary.
PM Efficiency Report Review (10-15 Minutes Monthly)
- Beginning of Month - Review Scheduled Maintenance Tasks (PMs and Work Orders) that were completed last month.

Continuous Best Practices

Overview

Continuous "best practices" are those that are performed continuously throughout the day, and at a minimum should be performed every couple of hours. Each of these best practices should take Maintenance Leaders no more than 5-10 minutes to perform, while some are nothing more than observing the Spindle displays throughout the facility in conjunction with other internal tasks that are also being performed.

Best Practice - Continuously monitor the Spindle Displays throughout the day

Overview

The purpose of this "best practice" is to provide Maintenance Leaders with the necessary tools to aide in providing real-time visibility into Equipment status, as well as their Scheduled Maintenance tasks. These displays are typically placed inside the Engineering shop (as well as other locations throughout the plant), and are updated every minute with current statuses. Review the below information in this guide for a better understanding of key items to look for.

Maintenance Display - Equipment Status

The Equipment Status display provides Maintenance Leaders with real-time visibility into their equipment statuses. It is broken down into 2 sections:
- Pending Maintenance - displays equipment currently in a Pending Maintenance status, and awaiting Maintenance Personnel for repair.
- Down for Maintenance - displays equipment currently in a Down for Maintenance status, along with amount of time equipment has been down and Maintenance Worker(s) currently repairing the equipment.

Maintenance Display - Scheduled Maintenance

The Scheduled Maintenance display provides an overview of all PMs and Work Orders that are scheduled for the current week, to include any overdue tasks (highlighted in RED).

Best Practice - Continuous Facility Page Checks (Equipment Utilization)

Overview

The purpose of this "best practice" is to provide Maintenance Leadership with real-time visibility into their operations Equipment status, along with the current tasks each Maintenance Worker is assigned to. There are several sections within this page, and this guide serves to point out specific areas that should be reviewed continuously throughout the work day, in order to properly manage your operation using Spindle. This "best practice" should be performed at least 3-4 times per day, and should only take about 3-5 minutes per check. Follow the below steps to perform this "best practice".

Navigate to the Facility Page

From the side-bar menu (on the left hand side of SpindleLIVE), hover over Equipment and select Facility.

Alerts

Look for any live Alerts that may be present.

Maintenance Employee Status

Scroll to the bottom of the page to view Maintenance Employee Status, which displays the current task (or status) that the Maintenance Employee is working in.

Maintenance Employee Page

To drill deeper into an individual Maintenance Employee's page, click on their name.
This page provides a real-time overview of the following:
- The time they started work
- Lunch start and stop time
- The time they ended work
- The current Spindle equipment they're logged into
- Tracking that displays each individual punch
- Coaching Moments

Coaching Moments

To formally document a coaching session, perform the following steps.
- Click Add Entry
- Type in the details of the coaching moment
- Click Save

Daily Best Practices

Overview

Daily "best practices" are those that are performed once a day. These recommended daily "best practices" should take Maintenance Leaders no longer than 20-30 minutes per day to complete.

Best Practice - Daily Login Compliance Checks (Maintenance Workers)

Follow the below steps daily to ensure logging errors are identified

Proper Login Compliance in Spindle is the SINGLE MOST IMPORTANT item that you should focus on, to ensure that the data that is being collected is accurate. This guide will outline some “best practices” to use within SpindleLIVE, to ensure your Maintenance Worker’s time is being properly captured.

Daily Checks

As a “best practice”, Maintenance Managers / Chief Engineers should begin each day by verifying previous day’s Spindle data for accuracy. Below are the steps to perform Daily Login Compliance Checks using SpindleLIVE. Once this daily “best practice” process is mastered, it should take Maintenance Managers / Chief Engineers no more than 10-15 minutes per day to perform these checks.

Navigate to the Analysis page by hovering over the Equipment tab located on the side-bar, and then selecting Analysis.

The page should be defaulted to View By – Maintenance Worker Hours.
The Date Picker in the upper right portion of the page should be defaulted for Last Week.

To change the date range, click on the Date Picker in the upper right portion of the page.
Select Yesterday (for Daily Checks) or Last Week (for Weekly Checks)
Click anywhere outside of the Date Picker list of options.
Click the GREEN Refresh Icon to load the appropriate data.

Each Column Header can be sorted in either Ascending or Descending order by clicking on the respective Column Header (to sort in Descending) and clicking again on the same Column Header (to sort in Ascending).

First, look at Work Hours to ensure none of your Maintenance Workers logged more hours than they physically worked (i.e. forgot to End Shift in Spindle), as well as those that logged less hours than physically worked (i.e. forgot to log into Spindle).

Perform the same checks for the following:
- Meeting Hours (if applicable)
- Break Hours
- Lunch Hours
- General Maint Tasks Hours
- Work Orders Hours
- Preventive Maintenance Hours
- Non-Scheduled Hours

NOTE: You are simply scrubbing the data to ensure their hours align with the time they were physically in the facility working, as well as with the appropriate tasks that they performed.

To further analyze a specific Maintenance Worker’s task performed, click the + expansion icon.
This provides a detailed overview of each specific task performed (to include, Break, Lunch Meeting and Other Area), that made up the total hours worked for the specified date – see below.

To view a specific Maintenance Worker’s Maintenance Employee Page, which provides a more in-depth overview of specific tasks/hours, simply click on the Maintenance Worker’s name, as shown below.

You will then be navigated to the respective Maintenance Worker’s Maintenance Employee Page, as shown below.

NOTE: The Maintenance Employee Page is defaulted to display data for the CURRENT day (Today).

To modify the date and view Employee Tracking for another day (or range of dates), click the Calendar Icon, as shown below.
Select the appropriate Date and click Apply

Expand Totals and then expand Login/Logout Detail to view specific areas logged, with Start, Stop and Total times recorded for each respective task performed.

Coach the Maintenance Worker if logging errors are present (i.e. forgetting to log out, not correctly recording actual tasks performed, etc. in Spindle)
If necessary, add a Coaching Moment to document the Coaching Session
- Click Add Entry
- Type in the Details of the Coaching Moment
- Click Save
- Print Coaching Moment (if necessary)
Click here to learn more about Coaching Moments

Best Practice - Daily Overdue PMs/Work Orders Checks

Follow the below steps daily to identify any overdue PMs before they become missed

There are Periodicity Requirements incorporated within each frequency of PM. Once a PM has passed it's scheduled date, it will then become Overdue until end of Periodicity, at which point it will then become Missed. The purpose of this "best practice" is to identify these overdue PMs (and Work Orders), in order to ensure they're not Missed.

Daily & Weekly Checks - Preventive Maintenance

As a “best practice”, Maintenance Managers / Chief Engineers should begin each day by identifying all Overdue PMs. Below are the steps to perform Daily Overdue PMs/Work Orders Checks using SpindleLIVE. Once this daily “best practice” process is mastered, it should take Maintenance Managers / Chief Engineers no more than 5-10 minutes per day to perform this check.

Navigate to the CMMS Details Page by hovering over the CMMS tab located on the side-bar, and then selecting Details, as shown below.
Select your Facility (if not already selected)

Using the Status filter, select Overdue.

Daily & Weekly Checks - Work Orders

Repeat the above steps to identify any Overdue Work Orders.

Select the Work Orders View
Filter Status to show only Overdue Work Orders

Once Overdue PMs and Work Orders have been identified, Maintenance Managers / Chief Engineers should prioritize these for completion, in order to ensure they are not Missed.

Best Practice - Daily Work Order Request Checks

Follow the below steps daily to ensure all Work Order Requests are reviewed

While there is alerting to notify Maintenance Leaders when Work Order Requests have been submitted, it is still a "best practice" to review this section daily.

Navigate to the CMMS Details Page by hovering over the CMMS tab located on the side-bar, and then selecting Details.

Select the Work Order Requests view, as shown below.

Best Practice - Daily Approve/Deny Work Order Requests

Follow the below steps to approve or deny Work Order requests

Maintenance Leadership are typically the only personnel within an operation with approve/deny permissions for Work Order Requests. The below guide will walk you through the steps of approving or denying a Work Order Request.

Navigate to the CMMS Details Page and select the Work Order Requests viewing option as shown below.

Approving a Work Order

Select Approve next to the respective Work Order.
Complete all applicable fields
Click Save

NOTE: Fields with an * Asterisk next to them are required in order to Approve the Work Order - shown below.

Denying a Work Order

Select Deny next to the respective Work Order.

Best Practice - Daily Create Work Order Requests

Overview

The below instructions show how to create a Work Order Request. They can be created by Maintenance Personnel from the Spindle login stations (or handheld tablets), as well as by Plant Leadership from either the login stations, the Spindle App or SpindleLIVE.

Login Station

To interface with the Login Station, enter your unique Spindle ID # as shown below.

Touch (or click on) the Work Order Request button, which is the Clipboard icon on the top of the login screen

Once you click on the Work Order Request button, you need to fill in the following items. The more information entered on the work order request, the easier it will be for the maintenance teams.

Work Order Request Title – Tile of the Work Order **Mandatory**
Work Order Request Description – A brief description of the Work Order
Location – The location in the factory. Example: Washroom, Soil Area, Visitor Parking Lot
Completion Date Requested – The date you would like this Work Order completed
Save

Login Station (when working in a Scheduled Maintenance Task)

When performing Preventive Maintenance Task, you can create a Work Order by selecting the Clipboard icon.

Spindle App (SpindleLIVE)

Select the menu icon.
Select Work Order Request
Enter Work Order details
Select "Confirm"

SpindleLIVE

From SpindleLIVE, click on Maintenance on the top of the navigation bar and select Work Order Request.

The Work Order Request screen will appear.

1. Facility – The Facility where the work order is being requested **Mandatory**
2. Work Order Request Title – Tile of the Work Order **Mandatory**
3. Work Order Request Description – A brief description of the Work Order
4. Location – The location in the factory. Example: Washroom, Soil Area, Visitor Parking Lot
5. Priority – Select Low, Medium, or High
6. Completion Date Requested – The date you would like this Work Order completed
7. Save

Best Practice - Daily End of Day "End Shift" Checks

Overview

The purpose of this "best practice" is to provide Maintenance Leader's with a quick and easy method for identifying and personnel that forgot to end their shift when they left for the day. This should be completed at the end of each day, to ensure no one remains logged into Spindle overnight. Follow the below steps in this guide to perform this "best practice", which should take no longer than 5 minutes per day to complete.

Step 1 - Identify anyone that forgot to "End Shift" at the end of their work day

Navigate to the Facility Page in SpindleLIVE, as shown below.

Scroll down to the bottom of the page to view the Maintenance Employee Status portlet

Step 2a - From the Spindle Login Station (or handheld tablet), end their shift

Log into the Spindle Login Station (or tablet).
Select the Area in which the Maintenance Worker who forgot to log out is currently in.
Select the Equipment the Maintenance Worker is in.
Select Manage
Select the Employee(s)
Select End Shift

Step 2b - From Spindle Admin, end their shift

Log into Spindle Admin
Click Assign Users to Lanes
Find the respective Maintenance Employee and click to select
Scroll to the right
Select Edit Status
Click the User Status drop-down
Select End Shift
Click Update

Weekly Best Practices

Overview

Weekly "best practices" are those that are performed once a week. These recommended weekly "best practices" should take Maintenance Leaders no longer than 1 hour per week to complete.

Prefer to watch a short video instead – click here

Best Practice - Weekly Login Compliance Checks (Maintenance Workers)

Follow the below steps daily to ensure logging errors are identified

Daily Checks

Navigate to the Analysis page by hovering over the Equipment tab located on the side-bar, and then selecting Analysis.

The page should be defaulted to View By – Maintenance Worker Hours.
The Date Picker in the upper right portion of the page should be defaulted for Last Week.

To change the date range, click on the Date Picker in the upper right portion of the page.
Select Yesterday (for Daily Checks) or Last Week (for Weekly Checks)
Click anywhere outside of the Date Picker list of options.
Click the GREEN Refresh Icon to load the appropriate data.

First, look at Work Hours to ensure none of your Maintenance Workers logged more hours than they physically worked (i.e. forgot to End Shift in Spindle), as well as those that logged less hours than physically worked (i.e. forgot to log into Spindle).

Perform the same checks for the following:
- Meeting Hours (if applicable)
- Break Hours
- Lunch Hours
- General Maint Tasks Hours
- Work Orders Hours
- Preventive Maintenance Hours
- Non-Scheduled Hours

NOTE: You are simply scrubbing the data to ensure their hours align with the time they were physically in the facility working, as well as with the appropriate tasks that they performed.

To further analyze a specific Maintenance Worker’s task performed, click the + expansion icon.
This provides a detailed overview of each specific task performed (to include, Break, Lunch Meeting and Other Area), that made up the total hours worked for the specified date – see below.

To view a specific Maintenance Worker’s Maintenance Employee Page, which provides a more in-depth overview of specific tasks/hours, simply click on the Maintenance Worker’s name, as shown below.

You will then be navigated to the respective Maintenance Worker’s Maintenance Employee Page, as shown below.

NOTE: The Maintenance Employee Page is defaulted to display data for the CURRENT day (Today).

To modify the date and view Employee Tracking for another day (or range of dates), click the Calendar Icon, as shown below.
Select the appropriate Date and click Apply

Expand Totals and then expand Login/Logout Detail to view specific areas logged, with Start, Stop and Total times recorded for each respective task performed.

Coach the Maintenance Worker if logging errors are present (i.e. forgetting to log out, not correctly recording actual tasks performed, etc. in Spindle)
If necessary, add a Coaching Moment to document the Coaching Session
- Click Add Entry
- Type in the Details of the Coaching Moment
- Click Save
- Print Coaching Moment (if necessary)
Click here to learn more about Coaching Moments

Best Practice - Weekly General Maintenance Tasks (GMT) Review

Overview

General Maintenance Tasks (GMT), also referred to as routine tasks, are miscellaneous tasks that are performed throughout the day, that are not considered Emergency/Unscheduled Maintenance (Equipment failures) or Scheduled Maintenance (PMs and Work Orders). Every operation has these routine tasks and should ensure they're properly accounted for in Spindle. While any GMT logging errors should be found in the Daily & Weekly Login Compliance Checks, a recommended "best practice" is to set aside 10-15 minutes per week to focus heavily on these routine tasks, in order to ensure Maintenance Worker hours are being accurately accounted for. Follow the below steps to complete this check.

Navigate to the Equipment Analysis Page.

Ensure your View By is set to Maintenance Worker Hours.
Ensure you have Last Week (or whatever time period being reviewed) selected.
From the Maintenance Hours Type filter, select Routine Tasks.

Expand to view each Maintenance Worker's individual routine tasks over the reporting period.

Example of Improper logging of routine tasks shown below.

Example of Proper logging of routine tasks shown below.

NOTE: Maintenance Manager / Chief Engineers are able to add any plant-specific routine tasks, and should do so to ensure these tasks are properly reported in SpindleLIVE. Follow the below instructions to add General Maintenance Tasks (GMT).

General Maintenance Tasks (GMT) Configuration Instructions

Best Practice - Weekly Equipment Opportunity Checks

Follow the below steps weekly to identify equipment with the most opportunity in your facility

The purpose of this weekly check is to bring visibility into any equipment within and operation that has excessive emergency downtime incidents.

Navigate to the Equipment Analysis Page by hovering over the Equipment tab located on the side-bar, and then selecting Analysis.

Equipment View - Downtime Incidents

The Equipment view will list all equipment that had Emergency/Unscheduled Maintenance incidents over the reporting period. This is a quick way to identify equipment that breaks down the most within an operation.

Select Equipment from the View By drop-down filter.

Select Unscheduled only from the Maint Type drop-down filter.

This view allows you to see all Equipment that reported Unscheduled Maintenance for the reporting period.
- It is defaulted to display Equipment with most amount of downtime first
- To view specific incidents by Equipment individually, click the Expand + icon next to the respective Equipment
- To sort Equipment by # of incidents, click the column header
- Review Maintenance Personnel comments

Reason View - Downtime Incidents

The Reason view will list all Emergency/Unscheduled Maintenance incidents by reason. This is a quick way to identify what the most often reason for equipment downtime within an operation.

Select Reason from the View By drop-down filter.

This view allows you to see all Reasons that Equipment reported Unscheduled Maintenance for the reporting period.
- It is defaulted to display Reasons with the highest # of incidents first
- To view specific equipment by Reason individually, click the Expand + icon next to the respective Reason
- To organize, click the appropriate column header
- Review Maintenance Personnel comments

Best Practice - Weekly Scheduled Maintenance Tasks Review

Overview

The purpose of this weekly check is to have visibility into scheduled maintenance tasks for the previous week, such as those that were Completed, Suspended, Overdue or Missed. As a "best practice" it should be performed at the beginning of each week for the previous week.

Navigate to CMMS Analysis Page

Navigate to the CMMS Analysis Page by hovering over CMMS from the left side bar, and selecting Analysis.

View PM Status for last week

Ensure the date range is set to Last Week.
This snapshot displays the number of PMs scheduled, along with their current status.

Expand to view PM Details

Use the expansion icons + to drill deeper into the data.

Sort Column Headers

Sort appropriate column headers by hovering over and clicking, as necessary.

Page Filters

Use the page Filters to filter out irrelevant information, as necessary.

Work Orders

Change the view to Work Orders and follow the steps above.

Best Practice - Weekly PM Efficiency Report Review

Overview

This report provides the same information that can be found on the CMMS Analysis Page, and is generated in a print-friendly format for those that prefer the report over analysis.

Navigate to Reports and select PM Efficiency

From the left side-bar navigation, hover over and select Reports.

Select your Facility.
Select your Start Date and End Date
Select View Report

This report provides an overview of the status of each of your scheduled PMs over the reporting period.
- The first page of the report list details about High Frequency PMs (Daily, Weekly and Monthly)
- Cycle through the pages to display Low Frequency PMs (Quarterly, Semi and Annual)

Best Practice - Weekly Overdue PMs/Work Orders Checks

Follow the below steps daily to identify any overdue PMs before they become missed

Daily & Weekly Checks - Preventive Maintenance

Navigate to the CMMS Details Page by hovering over the CMMS tab located on the side-bar, and then selecting Details, as shown below.
Select your Facility (if not already selected)

Using the Status filter, select Overdue.

Daily & Weekly Checks - Work Orders

Repeat the above steps to identify any Overdue Work Orders.

Select the Work Orders View
Filter Status to show only Overdue Work Orders

Once Overdue PMs and Work Orders have been identified, Maintenance Managers / Chief Engineers should prioritize these for completion, in order to ensure they are not Missed.

Best Practice - Weekly Upcoming PMs/Work Orders Scheduling Review

Overview

The purpose of this "best practice" is to provide Maintenance Leaders with proactive visibility into their operation's upcoming scheduled maintenance tasks. This should aide them in planning out their upcoming week, as well as provide an opportunity for scheduling and assignment adjustments to be made in advance (i.e. One of your Maintenance Personnel is out on vacation next week).

Navigate to CMMS Details page

Navigate to the CMMS Details page by hovering over CMMS (on the left side bar in SpindleLIVE), then selecting Details.

Perform the below steps for "Preventive Maintenance Tasks" and "Work Orders

By default, Preventive Maintenance should already be selected when you get to this page
To view Work Orders, select the Work Orders view option, as shown below.

Change date range to "Next Week" and filter for "Scheduled" PMs

Change the date rang to Next Week by clicking the Date Picker and selecting the appropriate range.
Then select status Scheduled, by using the Status drop-down filter.

Change "Scheduled" date and/or Maintenance Worker "Assigned to"

The Scheduled data and/or Maintenance Worker Assigned to fields can be modified from this page, as shown below.

NOTE: Scheduling changes and Assigned to changes will only occur for the current respective PM/Work Order and will revert back to original assignment and scheduling once the next PM is generated. (I.E. If you change the scheduled date and assigned worker for a Weekly PM, next week's PM will revert back to original assignment). That is the intended design behind functionality on this page. To make indefinite changes that will stick moving forward, this should be done from CMMS - Admin - PM Setup (as shown below).

Monthly Best Practices

Overview

Monthly "best practices" are those that are performed once, at the beginning of each month. These recommended monthly "best practices" should take Maintenance Leaders no longer than 1 hour per month to complete.

Best Practice - Monthly Equipment Opportunity Checks

Follow the below steps weekly to identify equipment with the most opportunity in your facility

The purpose of this weekly check is to bring visibility into any equipment within and operation that has excessive emergency downtime incidents.

Navigate to the Equipment Analysis Page by hovering over the Equipment tab located on the side-bar, and then selecting Analysis.

Equipment View - Downtime Incidents

Select Equipment from the View By drop-down filter.

Select Unscheduled only from the Maint Type drop-down filter.

This view allows you to see all Equipment that reported Unscheduled Maintenance for the reporting period.
- It is defaulted to display Equipment with most amount of downtime first
- To view specific incidents by Equipment individually, click the Expand + icon next to the respective Equipment
- To sort Equipment by # of incidents, click the column header
- Review Maintenance Personnel comments

Reason View - Downtime Incidents

The Reason view will list all Emergency/Unscheduled Maintenance incidents by reason. This is a quick way to identify what the most often reason for equipment downtime within an operation.

Select Reason from the View By drop-down filter.

This view allows you to see all Reasons that Equipment reported Unscheduled Maintenance for the reporting period.
- It is defaulted to display Reasons with the highest # of incidents first
- To view specific equipment by Reason individually, click the Expand + icon next to the respective Reason
- To organize, click the appropriate column header
- Review Maintenance Personnel comments

Best Practice - Monthly Scheduled Maintenance Tasks Review

Overview

Navigate to CMMS Analysis Page

Navigate to the CMMS Analysis Page by hovering over CMMS from the left side bar, and selecting Analysis.

View PM Status for last week

Ensure the date range is set to Last Week.
This snapshot displays the number of PMs scheduled, along with their current status.

Expand to view PM Details

Use the expansion icons + to drill deeper into the data.

Sort Column Headers

Sort appropriate column headers by hovering over and clicking, as necessary.

Page Filters

Use the page Filters to filter out irrelevant information, as necessary.

Work Orders

Change the view to Work Orders and follow the steps above.

Best Practice - Monthly PM Efficiency Report Review

Overview

This report provides the same information that can be found on the CMMS Analysis Page, and is generated in a print-friendly format for those that prefer the report over analysis.

Navigate to Reports and select PM Efficiency

From the left side-bar navigation, hover over and select Reports.

Select your Facility.
Select your Start Date and End Date
Select View Report

This report provides an overview of the status of each of your scheduled PMs over the reporting period.
- The first page of the report list details about High Frequency PMs (Daily, Weekly and Monthly)
- Cycle through the pages to display Low Frequency PMs (Quarterly, Semi and Annual)

Welcome to the Spindle Support Center!

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Maintenance Manager Daily, Weekly & Monthly "Best Practice" SOP

Continuous Best Practices

Best Practice - Continuously monitor the Spindle Displays throughout the day

Best Practice - Continuous Facility Page Checks (Equipment Utilization)

Daily Best Practices

Best Practice - Daily Login Compliance Checks (Maintenance Workers)

Best Practice - Daily Overdue PMs/Work Orders Checks

Best Practice - Daily Work Order Request Checks

Best Practice - Daily Approve/Deny Work Order Requests

Best Practice - Daily Create Work Order Requests

Best Practice - Daily End of Day "End Shift" Checks

Weekly Best Practices

Best Practice - Weekly Login Compliance Checks (Maintenance Workers)

Best Practice - Weekly General Maintenance Tasks (GMT) Review

Best Practice - Weekly Equipment Opportunity Checks

Best Practice - Weekly Scheduled Maintenance Tasks Review

Best Practice - Weekly PM Efficiency Report Review

Best Practice - Weekly Overdue PMs/Work Orders Checks

Best Practice - Weekly Upcoming PMs/Work Orders Scheduling Review

Monthly Best Practices

Best Practice - Monthly Equipment Opportunity Checks

Best Practice - Monthly Scheduled Maintenance Tasks Review

Best Practice - Monthly PM Efficiency Report Review

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Continuous Best Practices

Daily Best Practices

Weekly Best Practices

Monthly Best Practices

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