Tutorials

How to get started with Smartspanner:

Smartspanner CMMS is a light weight maintenance management software tool designed for small to medium sized companies.
It is easy to use and intuitive so typically after a 45 minute online demo, users are able to start implementing Smartspanner in their workplace.

Self-onboarding

Smartspanner CMMS is a self-onboarding cloud software application. We intend to make it easy to get up and running with Smartspanner after minimal training, which is backed up with unlimited free online and telephone support and advice. This support section will guide you through the first steps to set up your Smartspanner account, starting with the essentials of works orders, we then move through more options that can be used if it suits your business needs. We then cover reporting and our mobile apps.

To get started follow these simple steps and then you will be ready to start creating works orders and assigning them to your team.


Getting Started: Site and Users

Each user is set up with an email ID, their role in the software and the sites that they have permission to access. The hourly rate is used from each user profile to calculate the cost of labour for each works order.

A site can be different locations or buildings such as location A, Location B. It can also be used to group assets or to separate areas such as office block, production, 2nd floor, plant room and so on.


Adding Assets

The asset list consists of all the items you want to perform maintenance on, it can be plant and machinery, rooms, vehicles and even just areas. Each asset must belong to a site.


Tasks

This section covers the essential elements of creating and processing tasks (works orders) and requests, assigning them to your team and getting your team to complete the works orders.

A works order is a maintenance requirement of any type, that defines what is required, when it should be completed and who is responsible for doing it. Each maintenance requirement is categorised in to types; Breakdowns, Preventative Maintenance, Inspection and Calibrations, Health and safety and so on. Selecting the type helps to analyse performance of the business from a maintenance point of view and provide reports for compliance and auditing. Creating recurring works orders (preventative maintenance and inspections) Any works order for any type can be used on a recurring schedule. This typically applies to preventative maintenance tasks and inspections and used a fixed time frame to repeat the works order. Requests


Managing Requests

For a requestor account, users can create maintenance requests directly into Smartspanner.


Dashboard and Alerts

Once your team start to create and complete works orders, there are a few ways to keep on top and up to date with changes in Smartspanner.

Dashboard

Alerts and Notifications

Smartspanner provide two types of email notifications – a work orders reminder and a daily digest. The reminders are specific to an individual task and remind users prior to the deadline. The daily digest email send a summary each morning of any changes that have taken place within the last 24 hours. It allows easy monitoring of changes taking place. Each type of notification can be deactivated.


Labour Logs

To capture the labour cost of each works order, the labour logs will capture time spent on the works order and use the user hourly rate to determine the cost for the task.


Spare Parts

Spare parts with simple inventory management


Procedures

When you have many assets that have fixed requirements, or need to use a controlled and defined procedure, this feature allows you to create a procedure and use it on any asset. It cannot be edited by technicians and can store files such as images, pdf and word, excel files etc.


Subcontractors

If you use a subcontract as part of all of the scope of a works order you can assign the subcontractor, the job and the cost of work performed by the subcontractor.


Checklists

Checklists features allow users to go through a defined check list and mark off items they complete.


Condition Monitoring

If you want to log readings of parameters such a the run time of a compressor, condition monitoring enables this data to be captured and then works orders can be scheduled according to the data captured through condition monitoring.


Failure Codes

Failure codes are customised to any value you require and can be assigned against any works order. The failure codes can then be used through the reporting tool to make further analysis based on the failure code.


Reports

Statistics

Mobile Apps

Managing Your Subscription