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CMMS Prep: Tips for Audit Readiness

CMMS software significantly reduces the time and effort required for audit preparation. With just a few clicks, maintenance personnel can provide auditors the maintenance records, work order history, and equipment performance data they need.

Here are some suggestions to make audits stress-free:

1. Use work order filtering and the print function to present work order histories

Utilizing the work order printout is a great way to prepare the data for review by the auditor. Say an auditor requests all the preventive maintenance records for this year:

1. Navigate to the work order screen - list view

Zoidii Print Work Orders for Audits 1

2. Filter by the required assets, maintenance types, dates etc

Zoidii Print Work Orders for Audits 2

3. Click the Select All checkbox

Zoidii Print Work Orders for Audits 3

4. Click Print in the list header

Zoidii Print Work Orders for Audits 4

5. The print view outlines the work order details, tasks signed off, and parts used. Click Print again to print to paper or PDF

Zoidii Print Work Orders for Audits 5

2. Electronic Signatures

Zoidi supports electronic signatures, allowing authorized personnel to digitally sign off on work orders and documentation, further enhancing accountability and compliance.

1. In the checklist screen, add a task of type eSignature

Zoidii Add eSignature to Checklist

2. When the checklist is used on a work order, the technician will be prompted to provide or secure the eSignature as follows

Zoidii eSignature on work order
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