CMMS IMPLEMENTATION WORKFLOW

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[ ] Fetch Asset Registry: Retrieve all existing equipment and machinery entries from the Asset Data Model to establish the implementation scope.
[ ] Create Implementation Project: Generate a new project entry in the Projects Data Model to track the CMMS rollout progress.
[ ] Site Survey Assignment: Create a task for the Field Engineer to physically audit equipment and verify data accuracy.
[ ] Update Asset Status: Update the status of assets in the Data Model from 'Unverified' to 'Verified' following the site survey.
[ ] Calculate Total Asset Count: Sum the total number of verified assets to determine the scale of the completed implementation phase.
[ ] Calculate Implementation Progress %: Execute a formula: (Total Verified Assets / Total Planned Assets) * 100 to determine completion percentage.
[ ] Configure Preventive Maintenance (PM) Schedules: Create a task for the Maintenance Planner to input PM frequencies and task checklists into the system.
[ ] Create PM Schedule Records: Generate individual maintenance schedule entries linked to the verified assets.
[ ] Fetch User Permissions: Retrieve the list of system users and their roles to assign appropriate access levels during setup.
[ ] User Training Session: Assign a task to the Implementation Lead to conduct training for the maintenance team.
[ ] Notify Stakeholders of Go-Live: Send an email to the Operations Manager and Maintenance Manager announcing the system is ready for use.
[ ] Set Project Status to 'Live': Update the implementation project entry status to 'Completed/Live'.
[ ] Generate Final Implementation Report: Create a summary report documenting the total assets migrated, PM schedules created, and training completion status.
[ ] Alert Site Manager: Send an SMS to the Site Manager to notify them that the CMMS is officially operational.

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