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User Guide

Using CMS Industrial day to day.

From the morning dashboard to end-of-life decommissioning — how the platform guides your team through the asset lifecycle, with every step gated and audit-logged.

Start here

Dashboard overview.

The dashboard surfaces the day's work and the system's health, so the team can focus on exceptions rather than manual review.

  • Morning briefing of today's open work orders
  • Transfer gap indicator catches asset imbalances across sites
  • Review queue for pending approvals — approve, reject, or escalate, with overdue items flagged automatically
  • System status panel for component health and queued records
  • Triage pattern auto-advances clean work and routes exceptions to the right person, rather than surfacing every item as a task
The asset lifecycle

A guided workflow for every stage.

Each stage is gated, attributable, and audit-logged — no step happens off-system.

Commissioning

A four-gate commissioning wizard — scope, inspection, tagging, and validation — captures asset details and condition checks before anything goes live.

Available

Asset tagging

Live operator scan-in timestamps every asset to a named operator from the first touch.

Available

Tracking

Search and filter assets across lifecycle status and location hierarchy — always know where an asset is and what state it's in.

Available

Transfers

Inter-floor, inter-site, and inter-project moves run through approval chains with SLA deadlines and hand-off sign-off.

Available

Reconciliation

Expected-vs-actual counts and field mismatches surface for guided resolution, each correction captured with a reason-for-change.

Available

Decommissioning

End-of-life retire, retain, or redeploy decisions with engineer sign-off, optional two-person authorization, a tracked deadline per asset, and linked evidence documents.

Available
Connect

Discovery and integration for your plant network.

Discovery is fully available today. At-scale integration features are in active development — badges below reflect current status honestly.

Discovery search

Natural-language and structured search across the normalized point catalog, with access scope and restrictions shown on every result.

Available

Access-gated use

Open access proceeds; restricted requires acknowledgment; expired is blocked with alternatives suggested.

Available

Bulk onboarding

Batch device and point intake with statistical spot-check validation instead of individual verification.

In progress

Location hierarchy & reconfiguration

Eight-level model with bulk reconfiguration and full connection-test confirmation.

In progress

Capacity planning

Utilization heat maps and projected growth overlays.

In progress
Reports

Compliance and operations reporting.

Four reports, all built on the same underlying audit and activity data — no separate export pipeline to maintain.

Audit trail

Every event, filterable by user and action type, tagged with the governance principle it satisfies, exportable to CSV.

Vendor & access approvals

Approval status and expiry across projects, with alerts for anything lapsing.

Asset history

The full per-asset timeline from commissioning through decommissioning.

Effort & capacity

Manager-level effort by activity type (commissioning, transfer, reconciliation, retirement), plus capacity projections against your plant breakpoint.

What you'll see depends on your role.

Every screen is gated by access rights, so each role sees exactly the dashboards and actions it's authorized for. See the full role → access mapping in the Configuration Guide.