IFS Cloud Asset Management Configuration Training Course

Course overview

Asset-intensive organisations depend on IFS Cloud Asset Management configuration to turn maintenance policies into controlled, executable work. Poorly configured object structures, maintenance plans, work order flows, failure reporting or approval rules can create duplicate data, missed preventive work, unreliable asset history and weak cost visibility. This course addresses the practical configuration decisions that determine whether planners, technicians, supervisors and reliability teams can use IFS Cloud consistently across the asset lifecycle.

Participants learn how to configure the core records and business rules behind an operational asset-management process in IFS Cloud. Coverage includes functional objects and equipment structures, maintenance organisations, work order and service request processes, preventive maintenance plans, standard jobs, permits, material and resource requirements, failure codes, meter readings, security roles and operational reporting. Participants gain the ability to translate agreed maintenance requirements into configured IFS Cloud records, workflows and control points rather than relying on generic system defaults.

The five-day programme combines instructor-led demonstrations with guided configuration work in a training environment. Each day uses a realistic plant-maintenance scenario, progressing from asset-register design through to work execution, history capture and performance reporting. Participants finish with an asset-management configuration workbook containing their proposed object hierarchy, maintenance-plan design, work-order status flow, code structures, role controls and reporting measures. This provides a practical starting point for configuration, testing or governance discussions at work. A certificate of completion is issued after the course.

The course is suited to professionals supporting an IFS Cloud implementation, optimisation programme or operational handover. It is particularly valuable where maintenance, engineering, IT and data teams need a shared understanding of how configuration choices affect field execution, auditability and asset-performance data.

Course objectives

By the end of this course, participants will be able to:

• Configure functional objects, equipment records and object structures for maintainable asset hierarchies
• Define maintenance organisations, sites, crafts and work centres to support planning and execution
• Build preventive maintenance plans using calendar, meter and event-based scheduling rules
• Create standard jobs with operations, materials, tools, permits and resource requirements
• Configure work order types, status flows, service requests and approval controls
• Design failure reporting code structures for consistent condition, cause and remedy analysis
• Set up role-based access and operational controls using IFS Cloud security concepts
• Produce an asset-management configuration workbook and test scenarios for deployment review

Benefits of attending

Target competencies

Who should attend

• IFS Cloud Asset Management Administrators — who configure and govern maintenance master data and business rules
• Maintenance Planners — who need workable preventive maintenance, standard job and work order designs
• EAM or CMMS Product Owners — who translate operational requirements into controlled IFS Cloud changes
• Reliability Engineers — who require usable failure, condition and history data for improvement analysis
• IFS Cloud Functional Consultants — who support asset-management implementation, testing and handover
• Maintenance Systems Analysts — who maintain integrations, roles, reports and configuration documentation

Requirements and prerequisites

Participants should understand basic maintenance-management concepts, including assets or functional locations, corrective and preventive maintenance, work orders, spare parts and maintenance history. Experience using IFS Cloud, IFS Applications or another EAM/CMMS system is useful, particularly navigating records and lists, but prior IFS Cloud configuration experience is not required. Attendees should be comfortable discussing their organisation’s maintenance process and reading simple process maps. No programming, database administration, API development or advanced reliability-engineering qualification is required. Complete beginners can attend, but should expect to spend time learning core asset-management terminology alongside the IFS Cloud configuration approach.

Training methodology

The course is delivered through instructor-led explanations, live IFS Cloud demonstrations and structured configuration labs in a training tenant. Participants work through a connected maintenance scenario: creating an asset structure, defining maintenance rules, generating work, recording completion and reviewing resulting history. Short case discussions examine the consequences of poor master data, uncontrolled status changes and unusable failure codes. Small-group reviews compare configuration choices against operational requirements. On the final day, each participant consolidates their design into a configuration workbook and prioritised application plan for their own environment.

Course outline

Day 1: IFS Cloud Asset Management foundations and asset structures

• IFS Cloud Asset Management process architecture
• Maintenance organisations, sites and operational ownership
• Functional objects and equipment record purposes
• Object hierarchies and parent-child structure rules
• Asset classes, criticality and classification attributes
• Master-data governance for asset records
• Navigating Aurena pages, lists and record relationships

Workshop: Participants configure a plant-area-equipment hierarchy and produce an agreed asset-structure and ownership design for a case-study site.

Day 2: Planning preventive maintenance and standard work

• Preventive maintenance strategy and plan selection
• Calendar-based maintenance plan configuration
• Meter-based and event-based scheduling principles
• Maintenance program generation and due-date controls
• Standard jobs, operations and task sequencing
• Material, tool, craft and resource requirements
• Permits, safety requirements and job instructions

Workshop: Participants build a preventive maintenance plan with a standard job, required materials and a generated maintenance work order.

Day 3: Work management processes and execution controls

• Service request and work request intake design
• Work order types and maintenance work categories
• Work order status flows and status authorisations
• Planning, scheduling, release and completion checkpoints
• Work order operations and labour reporting
• Material issue, return and reservation concepts
• Required fields, approvals and data-quality controls

Workshop: Participants configure and test a corrective-maintenance workflow from service request through planning, execution, completion and closure.

Day 4: Failure data, readings, security and operational insight

• Failure reporting structures and coding hierarchy design
• Condition, cause, remedy and symptom code usage
• Meter readings, counters and condition observations
• Asset history and work-order cost capture
• IFS Lobby pages and maintenance performance indicators
• IFS Report Designer reporting considerations
• Role-based access, permission sets and segregation controls

Workshop: Participants create a failure-code model, define role access for maintenance users and specify a lobby view for backlog and repeat-failure monitoring.

Day 5: Configuration governance, testing and deployment readiness

• Configuration documentation and decision logging
• Configuration transport and environment-management principles
• Unit testing of maintenance configuration rules
• End-to-end business process test scenarios
• Master-data migration and validation checkpoints
• Alignment with ISO 55000 asset-management principles
• Post-go-live support, change control and continuous improvement

Workshop: Participants complete and present an asset-management configuration workbook with test cases, ownership decisions and a prioritised deployment action plan.

Tools & standards covered

IFS Cloud, IFS Lobby, IFS Report Designer, ISO 55000

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions