Turn your CMMS into a usable system.
Stop paying for software your team does not use. Get a step-by-step implementation guide that configures your service desk for real operational control — not just logging.
You bought the software. Your team still is not using it.
Most CMMS implementations fail not because of the technology — but because no one configured it to match how the operation actually works. The system sits half-built. Technicians bypass it. Leadership still has no visibility. And you are paying monthly for a tool that is not producing value.
What goes wrong
- System installed but not properly configured for your workflows
- Work orders sit incomplete because categories and priorities are wrong
- Technicians text each other instead of using the system
- PM schedules exist on paper but not in the CMMS
- Reports produce data no one trusts or reviews
- No one owns the system — it degrades month over month
A complete implementation guide — from configuration to go-live.
This guide walks you through every step of setting up a service desk and CMMS that your team will actually use. Corrigo-specific workflows included, plus CMMS-general guidance that works with any platform.
Not just how to configure the software — but how to configure it so the operation runs through it.
What you build
- Location hierarchy and asset classification structure
- Work order categories matched to your team and operations
- ITIL-aligned priority levels with SLA targets and escalation rules
- Four workflow templates: standard, PM, emergency, vendor
- RACI-defined user roles and permissions
- KPI dashboards for operations, leadership, and planning
- Go-live checklist and role-specific training plan
Everything to configure, launch, and sustain your CMMS.
System configuration structure
Location hierarchy, asset classification, and the architectural decisions that determine whether the system serves your team or frustrates them.
Work order category definitions
Recommended category tree with subcategories and routing rules. Matched to your team structure so work goes to the right person every time.
Corrigo workflow templates
Four ready-to-configure workflows: Standard Work Order, Preventive Maintenance, Emergency Response, and Vendor/Subcontractor.
Priority & SLA configuration
Four-tier priority system with ITIL-aligned response and resolution targets. Auto-escalation rules and SLA compliance tracking.
RACI user roles & permissions
Role definitions for admin, coordinator, supervisor, technician, vendor, requestor, and leadership — with permission rules that prevent workarounds.
Reporting & KPI dashboard setup
Three dashboard templates: operations (daily), performance (weekly), and demand planning (monthly). Eight core KPIs with targets and frequency.
Go-live checklist
10-point verification checklist covering configuration, testing, training, and communication. Do not launch until every item is confirmed.
Team training plan
Role-specific training schedule with duration, content, and timing for requestors, technicians, coordinators, supervisors, and leadership.
Common mistakes guide
Eight implementation mistakes that derail CMMS adoption — and exactly how to avoid each one. Learn from other facilities so you do not repeat their errors.
Built for teams launching or fixing a CMMS.
- Facilities teams implementing Corrigo or any CMMS for the first time
- Operations that bought software but never got full adoption
- Managers who inherited a half-configured system and need to fix it
- Organizations replacing spreadsheets and manual tracking with a real system
- Any team where the CMMS is a logging tool instead of an operating system
From unused tool to operational control.
- Work orders flow through the system instead of around it
- Leadership gets real-time dashboards with trusted data
- SLA compliance is tracked automatically with escalation alerts
- Preventive maintenance runs on schedule, not on memory
- Vendor work is tracked from scope to invoice to quality verification
- The team uses the system because it makes their job easier
Corrigo / Service Desk Setup Guide
Built from real CMMS implementations across industrial, facilities, and production environments.
We can configure and deploy your CMMS.
If you want hands-on support configuring Corrigo or your service desk platform — including workflow setup, reporting, training, and go-live support — SBD.Services can handle the full implementation.
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