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AI Preventive Maintenance Report Generation Agent

Preventive maintenance report generation tool for ISO compliance—automate PM compliance, MTBF/MTTR, and audit-ready CMMS reports
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Overview
Custom solution
Workflow

Automating Preventive Maintenance Report Generation with AI

Automate your entire preventive maintenance reporting workflow—from CMMS data extraction and KPI calculation to audit-ready documentation and evidence packaging.
001
Standardize and normalize maintenance data automatically

The Agent ingests work orders, asset hierarchies, and failure codes from your CMMS, normalizing them to ISO 14224-aligned taxonomies so your MTBF, MTTR, and PM compliance metrics are accurate and comparable across sites.

002
Compute reliability KPIs and generate audit-ready reports

AI automation calculates PM compliance rates, availability, backlog aging, and bad-actor Paretos—then assembles period-bounded reports with executive summaries, trend analysis, and inline evidence links to work orders, approvals, and calibration records.

003
Package traceable evidence for ISO audits

Automated workflows compile immutable audit packs with e-signatures, approval trails, and timestamped documentation, giving auditors direct access to the records they need without last-minute scrambles.

How Cassidy automates using AI

Step 1: Connect to your CMMS and data sources

Cassidy integrates with your CMMS/EAM (Maximo, SAP PM, Infor, eMaint, or others) and pulls work orders, asset registers, PM schedules, and completion records into the Knowledge Base—keeping everything synced and current.

Step 2: Normalize and validate maintenance data

The Workflow standardizes failure codes, asset hierarchies, and timestamps against your defined taxonomy (mapped to ISO 14224 where applicable), flagging missing fields, duplicate records, or inconsistent data before calculations begin.

Step 3: Calculate KPIs and reliability metrics

Cassidy computes PM compliance, MTBF, MTTR, availability, backlog hours, and PM-to-CM ratios using your configured formulas and on-time windows—no more manual Excel stitching across systems.

Step 4: Generate narrative summaries and insights

The Agent produces executive summaries explaining KPI movements, highlights nonconformances, surfaces bad-actor assets and top failure modes, and recommends strategy adjustments—all grounded in your actual data.

Step 5: Assemble audit-ready report packs

Cassidy compiles period-bounded evidence bundles with linked work orders, checklists, e-signatures, calibration certificates, and audit trail extracts—formatted for ISO 9001, ISO 55001, or your internal QMS requirements.

Step 6: Distribute and archive with full traceability

Reports are delivered on schedule via PDF, dashboard, or secure auditor portal, with versioning, access controls, and immutable logs so every report is defensible and every record is traceable.

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Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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A dedicated team to drive adoption and results

Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.

We enable your teams - no IT required

We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.

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