Skip to main content

Buyer's guide

IDMS vs CMMS: different jobs, one thread

Plants that run a CMMS get asked whether it can hold inspection data too, and plants that run an IDMS get asked whether it can raise work orders. Both questions have the same answer: the two systems do different jobs, and the useful decision is how they connect, not which one wins. This guide lays out what each system should own, where the seam between them sits, and what to ask a vendor on either side of it.

What does a CMMS actually own?

A CMMS owns the work. Work orders, preventive maintenance plans, labor and crafts, parts and stores, downtime and cost history, backlog and the weekly schedule all live there. Its record of truth is the work order and everything charged against it.

Equipment exists in a CMMS as the thing work is charged to. The equipment master is tuned for cost rollups, functional locations and craft planning. That is the right design for maintenance. It is not designed to hold sixty condition monitoring locations on one vessel with fifteen years of readings each.

  • Work orders and preventive maintenance plans
  • Labor, crafts, crews and hours
  • Parts, stores and purchasing
  • Downtime and cost history by asset
  • Backlog, priority and the schedule

What does an IDMS own?

An IDMS owns the inspection record. That means the equipment register at inspection granularity: vessels, piping circuits, CMLs, tanks, relief devices. It means the readings and their full history, the corrosion rates computed from them, remaining life, the next inspection date, the findings, the recommendations, and the evidence behind all of it.

Its record of truth is the reading and the calculation that turns readings into a date. To make that calculation defensible it has to carry design data: minimum thickness, MAWP, design code, material and the retest rules. It has to answer an auditor's question five years later, so provenance and history matter more here than they do in a maintenance system.

  • Equipment register at CML granularity
  • Thickness and other readings with method, date and gauge
  • Corrosion rate, remaining life and interval with the code shown
  • Findings, recommendations and the repair that closed them
  • Inspection plans, RBI results and the reasoning behind them
  • Evidence: photos, reports, radiographs and gauge data

Why not put inspection data in the CMMS?

It is tempting because the CMMS is already there and the equipment list is already in it. The trouble shows up at the CML level. A vessel with sixty CMLs, each with a decade of readings, and a rate calculation that depends on which readings were taken by which method, is not a work order. Custom fields can hold a number. They do not hold the calculation, the code basis, the retest logic or the audit chain an inspector must defend under API 510, API 570 or OSHA PSM.

Schedules are the second problem. CMMS preventive maintenance triggers are time or meter based. Inspection intervals are computed from corrosion rate and remaining life, and they change every time a new reading lands. Driving that from a PM plan means someone edits the plan by hand after every inspection, which is the exact toil an IDMS exists to remove. The usual outcome is a number in a CMMS field, the real work in a spreadsheet beside it, and two versions of the truth.

Why not run work orders from the IDMS?

The reverse mistake costs just as much. An IDMS that tries to be a CMMS ends up with a second parts list, a second crew roster and a second cost ledger that finance will not accept. Work execution belongs where planners, schedulers and stores already work.

When an inspection produces a recommendation that needs work, whether a repair, a replacement or an insulation strip to check for CUI, the IDMS should raise a request that becomes a work order in the CMMS, carry the work order number back onto the finding, and close the loop when the work completes. It should not try to schedule the crane.

How should an IDMS and a CMMS connect?

Three things make the connection hold. First, shared equipment identity: the same tag means the same physical asset in both systems, with one side declared the master for the equipment list and the other subscribing to it. Second, a defined handoff: finding to work request to work order to completion, with identifiers traveling in both directions. Third, an open API on both sides, documented well enough that your own team or integrator can build and maintain the link without a vendor project every time a field changes.

On the inspection side, intelliSPEC publishes its record through an OpenAPI 3.0 specification with 514 documented endpoints and tenant-scoped API keys, which is the shape a CMMS link needs: readable equipment identity, findings and recommendations, and a place to write work order references back.

  • One equipment master, one subscriber, never two masters
  • The tag is the join key, not the description
  • A recommendation creates a work request, not a free-text email
  • The work order number is written back onto the finding
  • Completion date and as-found condition return to the IDMS
  • Both APIs documented in OpenAPI or equivalent, with keys you control

What should you ask each vendor?

Ask the CMMS vendor whether equipment can be exported and synced by tag with a stable identifier, whether a work request can be created through the API with a reference to an external finding, and whether completion can be read back the same way. Ask the IDMS vendor whether equipment identity can be mastered elsewhere, whether a finding can carry an external work order number, whether the API is versioned and documented, and what happens when a tag is renamed on one side.

Neither answer should involve a bespoke project. If it does, the price of that project belongs in the evaluation, and so does the price of repeating it after every upgrade.

Side by side

CriterionIDMSCMMS
Record of truthThe reading, the calculation and the findingThe work order and its history
Equipment granularityVessel, circuit, CML, tank, relief deviceFunctional location and maintainable item
What drives the scheduleCorrosion rate and remaining lifeTime, meter or condition trigger
Core calculationRate, remaining life and interval per codeCost, labor hours and downtime
Primary usersInspectors and integrity engineersPlanners, schedulers and crafts
Audit question it answersWhy is this the next inspection dateWhat was done, by whom, at what cost
Evidence it holdsReadings, photos, gauge data, reportsLabor, parts and completion notes
Where a repair livesFinding closed with the repair recordWork order closed with the cost
Handoff it should ownRecommendation to work requestWork order to completion

The checklist

  1. 01

    Decide which system masters the equipment list

    Two masters drift within a quarter and every downstream report inherits the mismatch.

  2. 02

    Confirm the tag, not the description, is the join key

    Descriptions get edited; a stable identifier is the only thing an interface can trust.

  3. 03

    Map the handoff: finding, work request, work order, completion

    If any step is a phone call or an email, the loop will not close in the record.

  4. 04

    Require the work order number to be written back onto the finding

    An auditor asks what was done about a finding, and the answer has to be on the finding.

  5. 05

    Keep corrosion rate, remaining life and interval math in the IDMS

    The calculation needs the code basis and the reading history, which a PM plan does not hold.

  6. 06

    Keep labor, parts and cost in the CMMS

    Finance already reconciles against the CMMS; a second ledger will never be trusted.

  7. 07

    Get both APIs documented in writing before signing

    An undocumented API is a vendor project with a date you do not control.

  8. 08

    Ask what happens when a tag is renamed or an asset is retired

    Renames and retirements are where interfaces silently break and history goes orphaned.

  9. 09

    Check that the IDMS holds CML-level history, not just a current value

    Rate calculations and audits both need the series, not the latest number.

  10. 10

    Test the round trip in the pilot with real tags and one real finding

    A demo with sample data proves the feature exists; the pilot proves the interface works.

  11. 11

    Name an owner for the interface on your side

    Interfaces without an owner degrade one field at a time until someone notices at audit.

  12. 12

    Agree the rule for which findings trigger a work request

    Without a threshold, either everything becomes a work order or nothing does.

Answers

Questions this guide answers

Can a CMMS replace an IDMS?

Not for a program that has to defend intervals under API 510, API 570 or API 653. A CMMS can hold a current thickness value in a custom field, but it does not hold the reading history, the rate calculation with its code basis, or the audit chain. Plants that try it end up with the real record in a spreadsheet next to the CMMS.

Which system should be the equipment master?

Usually the CMMS or the ERP asset module, because that is where the plant already maintains the equipment list and where finance reconciles. The IDMS then subscribes to that list by tag and extends it downward to circuits and CMLs. What matters is that exactly one system is the master and the other never edits identity.

We have a CMMS and no IDMS. Where do we start?

Start with the equipment list. Export it by tag, decide which assets are in the mechanical integrity program, and load those into the IDMS as the register. Then bring in the reading history from wherever it lives today, validate the rates, and only then build the work request handoff.

Do we need a middleware platform to connect them?

Not necessarily. If both systems publish a documented API and the handoff is a small number of well-defined messages, an integrator or your own team can build and maintain it directly. Middleware earns its place when there are several systems in the chain or when the plant already standardizes on it.

Does an ERP asset module change the answer?

No. An ERP asset module is a CMMS with a cost focus and the same limits at the CML level. Treat it as the equipment master and the work execution system, and keep the inspection record in the IDMS.

Bring the checklist to a demo.