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Equipment · Beginner

Create an Equipment Record

Learn how to register Pump P-101 as a new equipment record in ManWinWin, using an existing system and object type. Enter its identification and available technical information, save the record and verify its creation.

Accurate equipment records are the foundation of effective maintenance management. By systematically registering each asset, organisations ensure that all relevant information is available for planning, execution, and analysis of maintenance activities, optimising asset performance and longevity.

Video recorded in ManWinWin Web

Where it's available and step by step

Step by step in ManWinWin Web

  1. 1

    In ManWinWin Web, open the Items tab.

  2. 2

    Click the <New> icon to start a new equipment record.

  3. 3

    Select the object type that suits the pump.

  4. 4

    Enter the identifier (for example P-101) and the description (for example Pump), following your organisation's coding convention.

  5. 5

    Select the System and the Cost Center or Client where the equipment belongs.

  6. 6

    Fill in any other fields your organisation has made mandatory.

  7. 7

    Click OK to save, then confirm that P-101 appears in the Items list.

Theory and technical background

Importance of Equipment Registration

Registering equipment in a CMMS is crucial for maintaining an accurate asset inventory. Each record serves as a central repository for technical specifications, location, criticality, and historical data. This information is vital for scheduling preventive maintenance, planning corrective actions, managing spare parts, and ensuring compliance with safety and operational standards, directly impacting asset availability and reliability.

Structuring Equipment Hierarchy

Effective equipment records are part of a well-defined hierarchy, often reflecting an asset's physical or functional relationship within a plant or system. This hierarchy (e.g., Plant > System > Sub-system > Equipment > Component) is fundamental for logical data organisation, efficient navigation, and robust reporting. Adhering to standards like ISO 14224 for data collection improves data quality and comparability across different assets and industries.

Key Data for Equipment Records

Beyond basic identification, comprehensive equipment records include essential technical data such as manufacturer, model, serial number, installation date, capacity, and critical operating parameters. This detailed information supports failure analysis (e.g., using MTBF data), streamlines spare parts procurement, and enables the application of condition-based maintenance strategies. Verifying data accuracy at creation minimises errors and improves future maintenance planning.

Best practices

  • Follow a consistent naming convention (e.g., ISO 14224) for equipment IDs to ensure clarity and avoid duplicates.
  • Always use verified technical data from manuals or asset plates to ensure accuracy.
  • Mandatory fields should be completed to ensure data integrity for all equipment records.
  • Regularly audit equipment records to ensure they remain current and accurate.

Frequently asked questions

Why is it important to select the correct system for equipment?

Assigning equipment to the correct system (e.g., electrical, mechanical, HVAC) is vital for logical organisation. It facilitates system-specific analysis, streamlines work order creation, and helps in managing dependencies between assets, improving maintenance efficiency.

What is an 'object type' in equipment registration?

An object type categorises equipment by its functional role or design (e.g., pump, motor, valve). This classification allows for specific maintenance routines, spare parts lists, and performance metrics to be associated with similar assets, standardising processes.

What if some technical information is not immediately available?

Record all available verified data first. For missing information, mark it for follow-up and enter it as soon as it's obtained. Incomplete records can hinder effective maintenance planning and analysis, so aim for completeness.

Need help with this topic?

Sign in with your company's ManWinWin API and user to request technical support followed by the ManWinWin team.

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