CAFM (Computer-Aided Facility Management) Training

Lesson 1 • CAFM System Architecture

Explains database structures, deployment models, and integration points of CAFM platforms. Builds technical literacy needed for configuration and data management tasks.

Lesson 2 • Overview of CAFM Systems

Introduces CAFM as a software category, its history, and market landscape. Connects FM pain points to specific CAFM capabilities that address them.

Lesson 3 • Business Case for CAFM Adoption

Covers cost-benefit analysis, ROI metrics, and stakeholder communication for CAFM investment. Equips learners to build and present a compelling adoption proposal.

Lesson 1 • System Configuration and Settings

Covers organisation-level settings, nomenclature standards, and workflow defaults. Proper configuration ensures data consistency across all CAFM modules.

Lesson 2 • Custom Fields and Forms

Demonstrates how to create custom data fields and configure input forms for specific FM needs. Enables organisations to capture unique operational data within the standard CAFM framework.

Lesson 3 • Data Import and Initial Population

Guides learners through bulk data import processes using templates and validation tools. Accurate initial data population is critical for reliable CAFM outputs.

Lesson 4 • User Management and Role Assignment

Teaches creation, editing, and deactivation of user accounts and role-based access. Ensures appropriate data visibility and accountability across the FM team.

Lesson 1 • Space Inventory and Classification

Covers methods for auditing, categorising, and recording usable space data. Accurate space classification drives utilisation analysis and chargeback calculations.

Lesson 2 • Asset Lifecycle Tracking

Explains how to record acquisition, depreciation, and disposal events for each asset. Lifecycle data informs capital planning and replacement prioritisation decisions.

Lesson 3 • Building and Space Hierarchy Setup

Establishes the location hierarchy from campus to room level within CAFM. A well-structured hierarchy is the foundation for all space, asset, and work order records.

Lesson 4 • Space and Asset Reporting

Demonstrates built-in and custom reports for space utilisation and asset inventory. Reporting outputs support executive decisions and regulatory compliance documentation.

Lesson 1 • Work Order Performance Analysis

Analyses KPIs such as mean time to repair, backlog, and first-time fix rate. Performance insights drive continuous improvement in maintenance operations.

Lesson 2 • Work Order Execution and Closure

Guides technicians through completing tasks, logging labour and materials, and closing records. Accurate closure data feeds cost tracking and performance reporting.

Lesson 3 • Technician Dispatch and Scheduling

Teaches scheduling tools, technician calendars, and dispatch optimisation within CAFM. Effective dispatch maximises technician productivity and minimises asset downtime.

Lesson 4 • Work Order Fundamentals

Defines work order types, priorities, and statuses used in CAFM systems. Understanding these fundamentals is a prerequisite to configuring and managing any maintenance workflow.

Lesson 1 • PM Compliance and Effectiveness Review

Evaluates PM completion rates, compliance gaps, and cost-effectiveness metrics. Regular review ensures the maintenance programme evolves with asset condition and operational needs.

Lesson 2 • Scheduling and Generating PM Work Orders

Demonstrates how to configure PM schedules and auto-generate work orders in CAFM. Automated scheduling ensures no maintenance task is missed due to manual oversight.

Lesson 3 • Condition Monitoring and Predictive Triggers

Introduces sensor data integration, condition thresholds, and predictive maintenance triggers in CAFM. Condition-based maintenance reduces unnecessary PM tasks and prevents failures.

Lesson 4 • Maintenance Task Procedures and Checklists

Teaches creation of standardised task procedures and digital checklists linked to PM work orders. Standardised procedures ensure consistent quality and support technician training.

Lesson 1 • Scenario Planning and Stack Planning

Teaches CAFM scenario tools to model alternative space configurations before committing resources. Scenario planning reduces costly mistakes in renovation and reorganisation projects.

Lesson 2 • Move, Add, and Change Management

Guides learners through planning and executing MAC projects using CAFM move management tools. Structured MAC workflows minimise operational disruption and ensure accurate record updates.

Lesson 3 • Occupancy Forecasting and Reporting

Builds forecasting models using historical occupancy trends and planned headcount changes. Forecasting outputs guide lease decisions and capital project prioritisation.

Lesson 4 • Space Utilisation Analysis

Uses CAFM occupancy data and sensor feeds to measure how space is actually used. Utilisation analysis identifies consolidation opportunities and informs real estate decisions.

Lesson 1 • Lease Record Setup and Abstraction

Covers entering lease terms, clauses, and financial obligations into CAFM lease records. Accurate abstraction is the foundation for all lease administration and compliance activities.

Lesson 2 • Portfolio Performance Analysis

Evaluates cost per square foot, occupancy cost ratios, and portfolio efficiency metrics. Performance data drives strategic decisions on lease renewals, disposals, and acquisitions.

Lesson 3 • Critical Date and Obligation Tracking

Configures automated alerts for lease expirations, options, and payment deadlines. Proactive date management prevents costly missed obligations and unwanted auto-renewals.

Lesson 4 • Lease Accounting and Financial Reporting

Applies lease accounting standards to CAFM financial data for right-of-use asset and liability reporting. Accurate financial outputs support audit readiness and executive decision-making.

Lesson 1 • Strategic FM Planning with CAFM Data

Integrates CAFM outputs into capital planning, sustainability goals, and organisational strategy. Learners position FM as a strategic business function supported by data-driven evidence.

Lesson 2 • Report Building and Customisation

Teaches the CAFM report builder to create, filter, and format custom operational reports. Custom reports surface the specific data each stakeholder group needs for informed decisions.

Lesson 3 • Data Quality and Governance

Establishes data quality standards, audit routines, and governance roles within CAFM. High data quality is a prerequisite for trustworthy analytics and regulatory compliance.

Lesson 4 • Dashboard Design and KPI Visualisation

Covers widget configuration, KPI selection, and dashboard layout for different audiences. Effective dashboards enable real-time monitoring of FM performance without manual data pulls.