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The scope covers preventive, corrective, and request (billable) work order handling with flexible multi-trade and portfolio assignment, cascading asset hierarchy, and mobile/browser access. It specifies time reporting and integration with Peoplesoft for HR and payroll, inventory and costing integrated with Peoplesoft financials, and job costing for labor and parts. It further requires advanced reporting dashboards, analytics exports, user interface guidance, attachments, safety analysis, scheduling flexibility, and multiple integrations including alarms, 3D tools, and safety/asset systems.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/cmms-requirements-summary/242943/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/cmms-requirements-summary/242943.png","ImageObject",442,249,{"name":88,"@type":89},"Ezra","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-18","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":15},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What work order capabilities are required in the CMMS?","Question",{"text":108,"@type":109},"The requirements include preventive, corrective, and request (billable) work order handling, supporting both billable and nonbillable work orders. It also specifies flexible work order structure for multitrade and portfolio-based assignments with a cascading asset hierarchy.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should time reporting and costing work with integrations?",{"text":113,"@type":109},"The CMMS must support time reporting for complex collective agreement rates and integrate into Peoplesoft for HR and payroll. It also requires inventory management with flexible tracking and costing integrated into Peoplesoft financials, plus job costing that combines labor/time and parts/supplies for billable work orders.",{"name":115,"@type":106,"acceptedAnswer":116},"What asset and work order features support technicians and workflows?",{"text":117,"@type":109},"The system needs standardized asset hierarchy and naming, attachments accessible to mobile users, barcode/QR scanning, and tracking of labor and inventory costs by asset. For work orders, it requires attachments, status categories with comments and notifications, assignment flexibility by trade/building/zone, safety analysis checklists, and ongoing work orders that accumulate time and costs for audit purposes.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242943,1791744092,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":15,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},1099514068035,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","CMMS Requirement Summary  \nFunctional Requirements  \nThese points identify the main functionality required from the software. Specific requirements are listed further below.  \n• Preventive, Corrective and Request(billable) work order handling, including billable and nonbillable work orders with cascading asset hierarchy and flexible work order structure for multitrade and portfolio-based assignments.  \n• Time reporting for complex collective agreement rates applied to work orders and integration into Peoplesoft for HR and payroll.  \n• Inventory management with flexible tracking, costing applied to work orders and integration into Peoplesoft financials.  \n• Job costing including labour/time and parts/supplies for billable work orders and analysis.  \n• Flexible, easy reporting, dashboards, and exports for analytics.  \n• Mobile capability (via cellphone) and browser based.  \n• User friendly and efficient interface.  \nSpecific Feature Requirements  \nThese points identify anticipated key feature requirements in narrative form for initial understanding and discussion purposes.  \nA more detailed listing of functionality that is required, preferred and optional will be provided during the procurement phase of this project.  \nAssets  \n• Standardized hierarchy, naming convention with multiple levels including campus, area, building and then assets with hierarchy like Uniformat II.  \n• Attachments of all kinds connected to asset and available to mobile users as well. Includes all main document types from Microsoft, Adobe PDF, Image formats and CAD formats.  \n• Accommodate bar codes / QR Codes on assets and printed on work orders, etc. with scanning enabled via mobile phones.  \n• Tracking labor and inventory costs by asset (at lowest level with roll up)  \n• Asbestos flag for buildings and attachment of asbestos inventory.  \nWork Orders  \n• Attachments of all kinds with work order like Assets, including ability to add attachments via Mobile in the field (i.e., photographs) or Web browser.  \n• Work order status categories with comments by status, notifications, etc. (i.e., for delay, waiting for parts, re-schedule, work complete, etc.)  \n• Flexible assignment of work orders to assets, trade, building, area/zone, campus, trade including batch assignment, automatic assignment based on work order type, manual assignment (via planner or supervisor/manager)  \n• Assignment by zone instead of actual trade, then when trade accepts work order, they become the assignee. Ability to track, report, manage work orders by zone as well.  \n• Job Safety Analysis attached to WO and available to read by technician, with requirement to tick off that it was read and adhered to.  \n• Re-assignability of work orders (example: first to building automation team, then re-assigned to trade staff)  \n• Multiple resources on work order (example: building automation team + one or more trade staff)– or a parent/child relationship.  \n• Notifications for priority work orders or at different stages of work order milestone. Process or user ability to select notification or not.  \n• Automatic generation of work order based on BAS alarm, other interfaces.  \n• Easy to find duplicate request and either connect work orders or ensure only one work order is generated.  \n• Unlimited space for adding notes and comments, searchable, organized, etc. Ability to flag people, etc. and dialog within the work order.  \n• Enable ‘ongoing’ work orders that are open for a fiscal year and accumulate time, costs, comments. (With discrete tracking of time and costs for audit/analysis purposes)  \n• Resource management – work order labour time requirements, totals, matching resources, availability based on individual schedules, vacation, time off, etc.  \n• Warranty Flag (and warranty certificate or supplier) for work orders on a warranted asset.  \n• MS Teams (or similar tool) integration for communication on work orders.  \n•  \nPreventive Maintenance  \n• Ability to schedule maintenance with odd timings ","cbCaimbbWpr1cN1i","https://ap.wps.com/l/cbCaimbbWpr1cN1i","pdf",104300,"English","# Functional Requirements\n## Preventive, Corrective and Request Work Orders\n## Time Reporting and Peoplesoft Integration\n## Inventory Management and Costing\n## Job Costing and Analytics\n## Mobile Capability and User Interface\n\n# Specific Feature Requirements\n## Assets and Tracking\n## Work Orders and Assignments\n## Notifications, Automation, and Collaboration\n## Preventive Maintenance Scheduling and PM/WO Structure\n## User Interface Features\n## Integration Requirements","[{\"question\":\"What work order capabilities are required in the CMMS?\",\"answer\":\"The requirements include preventive, corrective, and request (billable) work order handling, supporting both billable and nonbillable work orders. It also specifies flexible work order structure for multitrade and portfolio-based assignments with a cascading asset hierarchy.\"},{\"question\":\"How should time reporting and costing work with integrations?\",\"answer\":\"The CMMS must support time reporting for complex collective agreement rates and integrate into Peoplesoft for HR and payroll. It also requires inventory management with flexible tracking and costing integrated into Peoplesoft financials, plus job costing that combines labor/time and parts/supplies for billable work orders.\"},{\"question\":\"What asset and work order features support technicians and workflows?\",\"answer\":\"The system needs standardized asset hierarchy and naming, attachments accessible to mobile users, barcode/QR scanning, and tracking of labor and inventory costs by asset. For work orders, it requires attachments, status categories with comments and notifications, assignment flexibility by trade/building/zone, safety analysis checklists, and ongoing work orders that accumulate time and costs for audit purposes.\"}]","CMMS Requirements Summary | PDF",1789197271]