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Equipment Maintenance Management Excel & Google Sheets CMMS Template Step-by-Step Video Tutorial! - YouTube
Channel: Simple Sheets
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hi this is ivan with simple sheets in this video聽
we're going to do a step-by-step tutorial of our聽聽
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equipment maintenance management template this聽
is one of over a hundred pre-built and smart聽聽
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templates that we offer click the link in the聽
description and try five free templates before聽聽
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you buy let's get started the introduction sheet聽
contains a short description about this template聽聽
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this template allows you to define聽
and track maintenance requirements聽聽
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as well as log jobs and costs and聽
see your metrics through visual aids聽聽
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over here we have a customization difficulty聽
an explanation of the sheets that come with聽聽
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this template and some instructions on how you聽
can utilize this template we have a quick guide聽聽
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at the bottom as well that talks about using聽
our templates with compatible online services聽聽
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let's start off with the database tab we have聽
placeholders all throughout the template to聽聽
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guide you so just follow along in here you input聽
all the types of maintenance your equipment needs聽聽
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so here we have preventive聽
corrective and predictive聽聽
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next you input all the equipment that you have聽
or if you utilize equipment codes you could also聽聽
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input them here you input the people in charge聽
like the technicians or mechanics that you have聽聽
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the maintenance statuses and聽
years in the periods that you want聽聽
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it's important that you don't miss聽
anything or anyone here because the聽聽
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data here will be used for the drop聽
down lists in the following tabs
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moving to the pm annual board tab we聽
can select the year using the drop down聽聽
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then you input your two off days of the week聽
usually we'd have saturday and sunday off but聽聽
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in case your business differs say it's friday聽
and saturday you can change it using the drop聽聽
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down and the off days would automatically聽
reflect on your day rows in the calendar聽聽
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after that we input the pieces of聽
equipment we want to keep track of聽聽
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using the drop down a description of the聽
maintenance task the person in charge of the task聽聽
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and how often the maintenance job is performed聽
up here we have a legend on color visualization聽聽
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so there's basically four categories you can聽
set as your status for the different jobs聽聽
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to the right we have a calendar the columns are聽
the different dates of the week per equipment per聽聽
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day you can select the status of the maintenance聽
job so you can keep track of the progress聽聽
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using the drop down once you pick a status the聽
color changes which reflects the colors shown on聽聽
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the legend so you have a quick visual guide on聽
the status in order to see the different months聽聽
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in the year you can press on the collapse and聽
expand buttons on the top of each month lastly聽聽
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moving to the equipment maintenance sheet is here聽
where you can record your maintenance data you log聽聽
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in the equipment name the type of maintenance聽
you performed on the equipment a description of聽聽
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the maintenance that you performed the person in聽
charge how much the maintenance costs the actual聽聽
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repair time in days the target repair time in聽
days maintenance status and maintenance efficiency聽聽
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repair time efficiency is computed automatically聽
so be sure to avoid inputting any data in this聽聽
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column there's also a provided column聽
for any notes you might have on the logs
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up above we have some charts to give you a visual聽
representation of your maintenance performance聽聽
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we have a graph showing the number of maintenance聽
jobs completed per month versus the sum of聽聽
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maintenance cost this is information that you聽
could use to make a cost analysis to try and find聽聽
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out which months are more expensive to maintain聽
equipment and even try to get the reasons why we聽聽
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have a chart showing the maintenance done by type聽
and cost per maintenance type as well as a chart聽聽
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contrasting maintenance efficiency and repair聽
time efficiency all of which are really useful聽聽
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tools that you could use to gain insights to make聽
data-driven management decisions for your business
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we have some slicers here on the left which allows聽
you to filter the chart data by equipment name聽聽
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the type of maintenance done and the person in聽
charge you can also filter by month by quarter聽聽
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and by maintenance status to use the slicers just聽
click on the criteria you want to show if you want聽聽
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to select multiple criteria simply hold down聽
the ctrl key then select all you want included聽聽
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to remove the filters you can click on聽
the clear filter button on the top right聽聽
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of each slicer group lastly we have a full聽
screen macro button which hides your ribbon聽聽
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making your worksheet bigger and easier to read聽聽
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we have a refresh button to refresh the chart聽
areas whenever you input any new data in the sheet
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that's all for this template if聽
you want to automate your excel聽聽
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processes and enhance your level of聽
productivity simple sheets advanced聽聽
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templates and university is the best tool聽
out there i'll see you guys on the next one
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