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