Maximo User Guide Version 5.2
Maximo User Guide Version 5.2
Maximo User Guide Version 5.2
Release 5.2
December 2003
This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no
warranties, express or implied, as to the accuracy or completeness of this document or with respect to the
related software.
© 2003 MRO Software, Inc. All rights reserved. This document contains confidential and trade secret
information of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.’s express
written permission is strictly forbidden.
Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreign
patents pending.
Restricted Rights: Use, duplication, and disclosure by the Government is subject to restrictions as set forth
in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-
7013 (OCT 1988).
Other products and brand names are trademarks or registered trademarks of their respective companies.
IBM® and WebSphere® are registered trademarks of IBM Corporation. WebLogic® is a registered trademark of
BEA Systems, Inc. Broadvision® and related marks are registered trademarks or trademarks of Broadvision,
Inc. webMethods® is a registered trademark of webMethods, Inc. Snowbound™ and RasterMaster™ are
trademarks of Snowbound Software Corporation. Syclo® is a registered trademark of Syclo, LLC. Taxware® is a
registered trademark, and VERAZIP™ is a trademark of Taxware International, Inc.
Third-Party Technology: Certain MRO Software, Inc., products contain technology provided under license
from third parties, as noted in the following table:
Chapter 1: Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
MAXIMO Modules & Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Understanding Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Database Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Columns or Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Key Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Rows or Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Tables or Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Relational Databases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Database Structure in MAXIMO . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Structured Query Language . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
MAXIMO Hierarchies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Data Sharing Between Applications . . . . . . . . . . . . . . . . . . . . 8
Multisite Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Creating a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Editing an Existing Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Deleting Records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Entering Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using the Select Value Button . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Entering Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Using the Drilldown. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Understanding the Detail Display . . . . . . . . . . . . . . . . . . . . . 65
Navigating the Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Actions Available from the Drilldown . . . . . . . . . . . . . . . . . . 67
Searching the Asset Catalog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Searching the Illustrated Parts Catalog. . . . . . . . . . . . . . . . . . . . 69
Searching Documentation with the IPC. . . . . . . . . . . . . . . . . 70
Selecting Parts with the IPC . . . . . . . . . . . . . . . . . . . . . . . . . 71
Editing Values Returned by the IPC . . . . . . . . . . . . . . . . . . . 73
Using the GL Account Navigator . . . . . . . . . . . . . . . . . . . . . . . . . 73
Understanding General Ledger Account Codes. . . . . . . . . . . 74
GL Account Components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Component Sequences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Mandatory and Optional Components . . . . . . . . . . . . . . . . . . 76
Fully and Partially Defined Accounts . . . . . . . . . . . . . . . . . . 76
Entering GL Account Codes . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Editing GL Account Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 397
This guide is for users who are new to MAXIMO® and will use
MAXIMO to manage work orders, assets (equipment, inventory,
and materials), and purchasing.
Chapter 1 Overview
Index
NOTE For information about using reports with MAXIMO, refer to the
MAXIMO Report Administration and Development Guide.
Notation Conventions
The procedures and illustrations in this manual describe the
standard MAXIMO configuration. Because your system
administrator can customize MAXIMO to meet the needs of your
business, they might not match your MAXIMO configuration
exactly. Your system administrator can customize MAXIMO in the
following ways:
! Buttons
! Check boxes
! Field names
! Select Action menu options
TIP A tip helps you apply the techniques and procedures described in
the text to your specific needs.
Related Documentation
The MAXIMO User’s Guide is part of the MAXIMO documentation
set. You receive the MAXIMO’s documentation set in Adobe®
Systems’ Portable Document Format (PDF) on the Documentation
CD. Depending on the options purchased, your documentation set
can include the following documents:
Support
To find the nearest corporate office, visit the company contact page
on the MRO Web site:
mro.com
support.mro.com
NOTE To use the MRO Software Support Online Web site, you must
provide your contact information and your MRO Software product
serial/license number.
Quick Reporting Report work on open work orders, small jobs without
pre-existing work orders: or report equipment downtime
that involves no maintenance work.
Issues and Issue stock from inventory; transfer stock from one
Transfers storeroom location to another.
Failure Codes Build and display failure hierarchies that you then can
use to track failure trends for equipment and locations.
Purchase Orders Create and process purchase orders for items or services.
Chapters that appear later in this guide describe each module and
application.
Understanding Databases
When you enter information into MAXIMO, it stores the data in a
database. Understanding the structure and function of a database
helps you to understand how MAXIMO operates. It also helps you
to retrieve information.
Database Components
Traditional databases are organized by columns (or fields), rows
(or records), and tables (or files). Which term is used depends on
whether you mean the database program (the "back end") or what
a user sees on the computer screen (the "front end").
Columns or Fields
In MAXIMO, each field and check box on the page is a separate
column in the database.
Key Fields
In a database, a key is a field that you use to sort data. It also can
be called a key field, sort key, index, or key word. For example, if
you sort records by creation date, the Creation Date field is a
key. Some columns are designated as primary keys. A primary
key is one or more columns that uniquely identify a record and
make it distinct from other records. For example, the work order
applications use the work order number as a key.
Rows or Records
Each row in a database table is a collection of related columns
(fields), called a record. A MAXIMO record contains the data you
enter in fields on the computer screen.
! a work order
! an equipment record
! a purchase order
! a row in a table window and its corresponding Row Details
Tables or Files
Databases are structured so that similar data is stored together in
tables, also known as files. A table is a grouping of data arranged
in rows and columns. In general the different MAXIMO page
areas, for example, tabs, subtabs, and table windows, each
correlate to a different table in the database. Because MAXIMO
uses a relational database, data that you enter into one table can
be shared with another related table, or used to calculate a value
in yet another table.
Relational Databases
The records accessed by MAXIMO are stored in a relational
database. In a relational database one table can be connected to
another table if they both contain at least one common field. For
example, the work order table and equipment table are related
because their records both contain equipment numbers. This
relational structure lets you view the same data in many different
ways, from many different applications.
You do not need to know SQL to use MAXIMO. All MAXIMO users
can perform a query to the database from the application pages.
For more information about database queries, see “Searching the
MAXIMO Database” on page 35. However, you should know SQL
if you plan to use MAXIMO to create reports.
MAXIMO Hierarchies
Some MAXIMO applications group related records using "parent-
child" relationships. A parent-child relationship is a one-way
referral or link from one table to another. A column in the child
table refers to a column in the parent table. The column referred to
in the parent table must be part of the primary key. For example,
in the Equipment application, you can have a "parent" equipment
record that has "child" records for subassemblies. The
subassembly records contain a reference to the parent record that
they "belong to."
In many cases you can correct errors, but in some instances after
you enter data, or change a record’s status, you cannot change the
data in the database. In these cases MAXIMO preserves errors
intentionally, to create records for auditing purposes.
Note that a field that has one name in one application, can have a
different name in another application but contain the same data.
For example, the MANUFACTURER column in the EQUIPMENT
table is the same as the COMPANY column in the COMPANIES
table.
NOTE You can find information about each field’s table and column
location in the field Help.
Multisite Option
Many MAXIMO customers install MAXIMO at several facilities.
These facilities can share common business practices, as well as
having others that are unique to each facility. For example, a
utilities company owns several power plants, two water treatment
plans, and a water distribution system. The business practices
among the power plants are similar, but the water treatment
plant has very different business practices.
System Requirements
To use MAXIMO, you need the following:
! accept cookies.
Signing In
While your system administrator can customize the MAXIMO
Sign-In screen, it should include fields to enter your User Name
and Password. If you do not have a User Name and Password, for
example, if you are not a MAXIMO user but must file a
maintenance request, click "register now" to register yourself and
create a User Name and Password.
MAXIMO Sign In
Signature Security
Your system administrator uses the Signature Security
application to establish each MAXIMO user’s access rights to
MAXIMO modules, applications, pages, and menu options. Your
security clearances are tied to your User Name.
Start Center
After you sign in, MAXIMO displays your Start Center. You have
a Start Center default defined for your User Name in Signature
Security. Your Start Center is a grouping of modules that relate to
your work. It can include all MAXIMO modules, or a selection of
modules. Even if they are not a part of your Start Center, you still
can access all MAXIMO modules that you have permissions for
from the Go To menu.
Starting an Application
To start an application, complete the following steps:
NOTE You also can access any application from the Go To menu in the
top right corner of the MAXIMO page.
TIP You can run more than one MAXIMO application at the same
time, as long as the applications are launched in separate browser
sessions. For example, if you were creating a requisition for
materials, you could have the Inventory application running on
one browser session, and the Purchase Requisitions application
running in a second browser session.
Application Pages
Most MAXIMO applications have a similar look and feel. The
MAXIMO application page starts below your browser’s address
bar and contains the following areas:
Browser Toolbar
CAUTION Do not use the browser Forward and Back buttons to navigate
within MAXIMO. These buttons act on the browser, and are not
part of the MAXIMO software.
For more information about this part of your screen, refer to your
browser documentation.
MAXIMO Toolbar
Immediately below the Navigation Bar is the MAXIMO toolbar.
! All Records
! All Bookmarks
! Quick Key Search
If you perform a saved query from the Search tab, the name of the
saved query shows in the menu, but when a search performed
from the Search tab is not a saved query, the menu is empty as no
query name exists.
For more information about key fields, see “Key Fields” on page 6.
Toolbar Buttons
The toolbar also contains toolbar buttons that are common to all
MAXIMO applications. You see buttons only for actions your
system administrator has authorized you to perform.
NOTE The tool tip text for some buttons can change based on the
application, but the button works the same. For example, in the
Work Order Tracking application the "Insert New Record" button
is labeled "Insert New Work Order."
Application Tabs
Most applications display three or more tabs at the top of the
page’s working area. Data entry fields are arranged in logical
groupings within each application, and tabs organize and display
the groupings.
The Search tab appears first for all applications. The second tab
contains the main information for that application. Subsequent
tabs contain secondary, related information. The selected tab
appears as a lighter color than the inactive tabs.
Table Windows
MAXIMO applications use table windows to display multiple
records from the database simultaneously. In some cases, for
example the Results subtab of the Search tab, a table window will
display a result set. A result set is the set of records that matches
the criteria specified in a query to the database. See “Searching
the MAXIMO Database” on page 35 for more information about
queries.
NOTE Some table windows are read-only; you use them only to view
information.
Most table windows have a label which is located just above the
table window.The top row of the table window displays column
headings, which are selected field labels, designed to give you an
overview of each row. The rest of the table window displays rows of
data, each row representing one record. MAXIMO highlights the
record in the table after you select it. By default the first row is
highlighted.
Click Next Page to show the next page of records; click Previous
Page to show the previous page. If you are at the first set of
records, you cannot use the Previous button. If you are at the last
page of records, you cannot use the Next button.
To the left of the Previous button are two arrows that you use to
move up and down the displayed results set. Click the Next Row
button to move the focus to the next record in the list. Click the
Previous Row button to return the focus back to the previous
record. If you are at the first record, you cannot use the Previous
Row button. If you are at the last record, you cannot use the Next
Row button.
Close Details — When the Row Details are open, the View
Details button changes to the Close Details button. Click to
close the Row Details.
New Row — Inserts a new row and opens the Row Details if
it is not already open.
Sorting Columns
You can sort columns with underlined headings. To sort a column,
click the heading.
Click Function
You can sort only one column at a time, and that column displays
an icon in the column header. If you select a second column to sort,
the sorting on the first column is lost. If no icon appears in the
table, you are not sorting.
The table filter is hidden until you click the Filter icon. When the
filter is open a row of editable fields appears between the column
headers and the first row of the table, as show in the following
figure.
Work Order Tracking - Results Subtab Showing Filter Table and Clear Filter Fields Buttons
TIP Use the equals sign (=) for an exact match. For
example, filtering records with a status of "APPR" will
also return records that are WAPPR unless you type
"=APPR" in the status field.
In the following example from a work order job plan, the Tasks
table window shows an open Row Details. Note the Close Detail
button to the left of the first row.
Row Details
! New Row — Inserts a new row and opens the Row Details if
it is not already open. Some fields might show default values.
When you click New Row after adding or modifying a row,
MAXIMO automatically updates the previous row changes to
the table, but does not save them.
! Delete — Deletes the row. If you edit an existing row, the Row
Details close, and the row is marked for deletion. If you insert
a new row, click Delete to cancel the new row and close the
Row Details.
NOTE You also can use the Close Details button to close the
Row Details.
Default table data for some table windows might contain system
supplied values. For example, in the Receiving application, the
Received By field might default to your user name, and
Received Date might default to the system date. When you
create a new row in the table window, the default values are
copied to the appropriate fields, but remain editable, allowing you
to modify them.
NOTE MAXIMO does not save entries in the default table section when
you close an application.
! Press the TAB key to move through the visible fields in a row.
The field focus will move through the visible fields from left to
right, then move the focus to the next row. Press SHIFT + TAB
to move from right to left.
MAXIMO Fields
MAXIMO application pages contain multiple fields. As you work
with MAXIMO, you will encounter the following types of fields:
data entry fields Fields where you can enter, view, or modify
information from the MAXIMO database.
Field Buttons
Fields can have actions associated with them. A field can have a
long description, a select value lookup, or a menu of actions
attached. In all cases, you access these actions via a field button.
Field Buttons
Field Help
The Help includes detailed information about each MAXIMO field,
including the corresponding database table and column. To access
the Help field information, complete the following steps:
4. Click the topic for the tab or subtab you are using, for example
"Work Order Tab Fields."
! Find
! Advanced
! Saved Queries
! Bookmarks
! Results
2. Click Find.
Because all applications open to the Find subtab, you can execute
several actions from the subtab:
! enter the key field of an existing record and click Find to view
or modify it.
! click any tab to see the first record in the result set.
TIP You can enter more than one value in a field on the Find subtab.
The values must be separated by commas, and cannot exceed the
length allowed for the field. For example, to find work orders that
list either pumps or motors you could enter "pump, motor" in the
Description field.
3. Click Find.
~null~
! To search for records that do not contain a null value for a field
(known as a NOT NULL value) enter:
!=~null~
When searching for null values using the Advanced subtab you
use the SQL comparison values IS NULL and IS NOT NULL to
select and compare null values.
! Use the table filter on the Results subtab to help you locate the
record(s) by reducing the number of rows displayed. See
“Filtering Table Windows” on page 25 for more information.
Saving Queries
The Saved Queries subtab holds all queries that you have saved
and named. These queries are also available from the Current
Query menu on the toolbar.
1. Use the Find subtab on the Search tab to create a query. For
more information about constructing queries see “Making a
Query by Example” on page 38.
2. You can give the query a name and description in the Save
Query As and Query Description fields.
4. Click Save.
Using Bookmarks
The Bookmarks subtab displays all records that you have
"Bookmarked" on the Results subtab. The Bookmarks tab includes
a Select Record button, record number, description, date the
record was bookmarked, and a Delete Row button for each
bookmarked record.
Adding a Bookmark
You can add a record to your list of Bookmarks in two ways:
Deleting a Bookmark
To remove a bookmark from the Bookmarks subtab, click the
Delete Row button for the record to delete the bookmark
immediately.
NOTE If you choose All Bookmarks from the Current Query menu,
MAXIMO does not show a deleted record.
Attached Documents
The Attached Documents tab is found in most MAXIMO
applications. You can use Attached Documents to attach many
types of relevant information to a record in the form of a file or
Uniform Resource Locator (URL) address.These attached
documents can be located on your company’s network, on the
Internet, or in a Document Management System (DMS) and might
include text files, spreadsheets, images, or Web pages.
! Attachments
! Diagrams
! Images
A minus sign (-) indicates that the level is open and displaying the
next level of the tree. Click the minus sign to close the level.
A dot (.) next to a level indicates that there is not another level in
the tree.
Types of Attachments
The attached documents tree displays two kinds of attachments:
Attaching Documents
You can attach documents to MAXIMO records using either of the
following methods:
NOTE Attached files have a default size limit of 10 MB, but this limit can
be changed by your system administrator.
3. Select a Folder for the document. This is the folder that the
document will appear in on the Library.
b. Click Open.
8. Click OK.
9. Click either
4. Select a Folder for the URL. This is the folder that the
document will appear in on the Library.
8. Click OK.
9. Click either
4. Select a Folder for the document. This is the folder that the
document will appear in on the Library.
8. Select the DMS Name if your company uses more than one
Document Management System.
NOTE After the document is attached to a record, you can specify the
Version by editing the attachment properties.
Note Documents must be registered to the Library before you can link
them using this procedure. To attach a document that does not
exist in the Library, see “Creating Attachments” on page 55.
5. Select the Select Row check box for each document you wish
to attach. You can select more than one document. If you select
a document in error, click the check box again to clear it.
6. Click OK.
Creating Attachments
The Attach a New Document button on the toolbar of the
Attached Documents tab allows you to attach a document to a
record in one step, with the option to also add it to the Library.
Your company may choose to have an administrator add
documents to the Library and reserve the Attach a New
Document action for attaching documents that are specific to a
single record and will not be added to the Library.
5. Select a folder for the document. This is the folder that the
document will appear in on the Attached Documents tree.
Viewing Attachments
The third level of the Attached Documents tree structure displays
the names of attachments.
The Attached Documents tab opens. The first level of the tree
structure is open, displaying the document folders associated
with the application’s document collection. Any document
folder with a plus sign (+) contains attached documents.
3. If it is not already open, click the plus sign (+) next to the
document collection.
Deleting Attachments
When deleting document attachments you can only delete direct
attachments, that is attachments to the current application’s
document collection.
NOTE This procedure breaks the association between the document and
the record, it does not remove the record from the document
Library. To delete documents from the Library use the Manage
Document Library action.
Printing Attachments
You can print all documents attached to a record by selecting
Print with Attachments from the Select Action menu. This
action is available from any tab, not just the Attached Documents
tab. If you select Print with Attachments from the Results
subtab of the Search tab, MAXIMO will print document
attachments for all selected records.
NOTE Additional software may be required to view some file types. If you
cannot view a document, for example a report, it cannot be
printed.
4. Click OK.
TIP To print attachments for more than one record at a time, select the
records from the Results subtab of the Search tab, then select
Print with Attachments.
NOTE The Print with Work Pack check box can only be edited on
direct attachments, that is attachments in the current
application’s document collection.
Creating a Record
The procedure for creating a record is similar for most
applications. The major difference is that some applications
automatically generate a number for each new record, while other
applications let you create the name or number for the record ID.
NOTE The tool tip text for this button varies by application. For
example, in Work Order Tracking it reads "New Work
Order."
3. If needed, enter a unique value in the key field, the first field
on the left.
7. Click Save.
Deleting Records
Much like the ability to edit, the ability to delete records varies by
application, and how the deletion could affect the maintenance
process. In some cases you must maintain records for auditing
purposes, and you cannot delete.
Entering Values
MAXIMO applications are linked, letting you select values from
lists of existing records when you fill in fields in other applications.
For example, when you fill in the Equipment field on a work
order, you can select from the list of equipment records in the
Equipment application.
To select field values using the Select Value button, complete the
following steps:
3. Click the Select Record button beside the value you want to
use.
Entering Dates
You can use the following keyboard shortcuts to enter a date into
any Date field:
You can also click the Select Date button to display the Select
Date dialog box. This dialog displays the current and next month
with the current date highlighted. You can navigate forward and
backward in two-month increments, or search by month and year.
TIP You can use the following keyboard shortcuts when using
the Select Date dialog.
Drilldown
Field Description
Location Location ID
System Field indicating all the systems that are associated with the selected
location. The system for the hierarchy tree currently displayed is
highlighted.
Field Description
Equipment Equipment ID
4. Select an asset.
For more information about the IPC, refer to the IPC Help.
5. Click a document.
For an item, a new window opens with the IPC displaying the
document in the View Documents page.
The IPC switches from the Index tab to the View tab and
displays the View Documents page.
NOTE All items in the BOM have a red flag in the Select
column. This indicates that you cannot select and
return these parts to the MAXIMO application you
came from.
To select spare parts using the IPC, first you must enter the IPC
from a MAXIMO application that has a Select Space Parts
button. For example:
If you left the Equipment field blank or MAXIMO did not find
the number you entered, the Search IPC page appears at the
selection index.
The IPC switches from the Index tab to the View tab and
displays the View Documents page.
4. Click Save.
NOTE You can click Select Spare Parts to return to the IPC, add more
parts, and click Return With Selected Parts to return the
selected parts to the MAXIMO application.
GL Account Components
Each general ledger account code consists of several distinct
components (also called segments). Each component relates to a
specific part of the accounting system and can be used to tag a
particular transaction, such as the purchase of an item, to a
particular cost center, department, type of account, or anything
else that is created by the financial system and integrated into the
applications by the system administrator.
Component Sequences
Account components appear in a sequential format, with the far
left component in the string representing the highest level. For
example, in the DEMO database, four component levels are
defined:
! Component 2 = Activity
! Component 3 = Resource
! Component 4 = Element
Application Function
Life Safety (any work that 11 + The priority value for life safety work
could result in a life should be set higher than the maximum
threatening situation if not value that can result from the selected
completed in a timely manner) priority calculation.
Urgent work 9
Preventive Maintenance 7
After you change a work order’s status, MAXIMO records the date
and time of the status change, and lets you record a memo.
! WMATL — Waiting for Material. You can use this option for
work orders with a status of WAPPR, APPR, or INPRG.
Indicates that you cannot initiate the work order because you
do not have needed material. After the direct issue items
requisitioned for the work order have been issued in Issues
and Transfers, the work order status changes to approved
(APPR).
You can use the Work Order Tracking application to perform every
function related to processing work orders. These tasks include
creating, approving, and initiating work orders, checking their
status history, and closing or reworking them when appropriate.
View Costs — Use to view estimated and actual cost totals for the
selected work order.
View Entire Plan — View the work plan for the entire hierarchy
(children and tasks) below the current work order. Levels of the
hierarchy above the current work order are not included in this
action.
Delete Work Order — Use to delete the current record from the
MAXIMO database.
For more information about using these actions, refer to the Help.
NOTE Work orders can also be created in the Quick Reporting and Work
Requests applications, or generated from the Preventive
Maintenance or Condition Monitoring applications.
6. Click Save.
! Associate a job plan with the work order. After you select a job
plan, MAXIMO copies it to the work order. The copy becomes
the work plan. You can change the work plan without affecting
the original job plan it was copied from.
NOTE MAXIMO also can add a safety plan to the work order
if one is associated with the job plan.
2. Click the Detail Menu button on the Job Plan field and
choose Select Value.
The Select Job Plan page appears, displaying the available job
plans for the equipment/ location combination.
MAXIMO copies the job plan to the work order. The work plan
can be viewed on the Plans tab.
4. Click Save.
The Tasks table window displays the steps in the work plan.
4. Click View Details (triangle) to open the Row Details for the
task.
7. Click View Details (triangle) to open the Row Details for the
record.
7. Click Save.
5. You can enter a Task ID in the Task ID field. If this task has
an Hours value, MAXIMO copies it to the Hours field.
9. Click Save.
9. Click Save.
Materials Interactions
When you plan materials for a work plan, MAXIMO uses the data
to do the following tasks:
4. Click OK.
5. If necessary, edit the values for the new rows. You can click
View Details to open the Row Details to edit fields not visible
in the table window.
6. Click Save.
NOTE The procedure for adding Materials and Tools data is similar to
the procedure for adding Labor data described above, except that
you are working on either the Materials or the Tools subtab.
If the work order has not been approved, you can use the Remove
Work Plan action to clear the Job Plan field and remove
Hierarchies let you view work order costs individually and as part
of the project totals. You can view the actuals for the parent, as
well as the combined totals of the parent and all its child work
orders via the View Costs action.
After work orders are grouped into hierarchies, you can easily
change all statuses, view all estimated and actual costs, and put
work orders into a sequence so that workers can perform tasks in a
defined order. You also can move a work order to another
hierarchy.
Top Level — The work order at the top of a Parent WO field is blank. PARENT column
multi-level hierarchy. is null.
Parent — Any work order that has Rows in the Child or Task HASCHILDREN
children or tasks associated with it. table window on the Plans =Y
tab.
NOTE: A work order can be both a parent
and a child in a multi-level hierarchy.
Child — A work order that has a parent. Parent WO field contains Has value in the
a value. PARENT column
Task — A step to be performed as part of a Parent WO field contains Has value in the
work order’s work plan. The lowest branch a value PARENT column
of the hierarchy structure. Tasks are also
child work orders. When you move to the ISTASK = Y
parent work order, work
NOTE: In previous MAXIMO releases Task order appears in the Tasks
work orders have been referred to as table window.
"operations" or "detail" work orders.
The Tasks table window displays any task work orders associated
with the current work order.
1. Click the Detail Menu button for the Parent WO field and
select Move to:<work order number>
! creating children on the Plans tab via the New Row button on
the Children table window
! adding tasks to a work order on the Plans tab via the New
Row button on the Tasks table window
Adding Children
The Children table window on the Plans tab contains a subset of
the work order fields, allowing you to create child work orders.
Once created and saved, you can open each child work order
individually to enter or modify values for work order fields not
contained in the Children table window. See “Navigating Work
Order Hierarchies” on page 103.
NOTE An asterisk (*) indicates that a field requires a value for MAXIMO
to save the record. For more information about any field, refer to
the Help.
8. Click Save.
6. Select work orders by checking the Select Row check box next
to the row. You can select more than one record. If you select a
record in error, click it again to clear the check box.
7. Click OK.
8. Click Save.
TIP The Assign to New Parent action is available from the Results
subtab, allowing you to select multiple work orders to be assigned
to a parent.
4. Click Save.
MAXIMO copies the route to the Plans tab of the work order.
Each of the route stops appears as a child work order.
4. Click Save.
3. Click the Change Status icon for the child work order.
5. Click OK.
Work orders that do not meet the deletion criteria can still have
their status changed to cancelled (CAN).
To delete a task work order when viewing the parent work order,
click the Mark Row for Delete icon in the Task table window for
the task(s) you want to delete.
To delete a child work order when viewing the parent work order,
Move To the child work order, then select Delete Work Order
from the Select Action menu.
To delete a work order, select Delete Work Order from the Select
Action menu.
CAUTION The Delete Work Order action deletes the work order
immediately.
Adding Tasks
You use the Task table window on the Plans tab to add Tasks to a
work order. Each task also can be a child work order, and
MAXIMO assigns each task its own work order number. You can
view the work order number for a task in the Reference WO field.
You build a work order hierarchy when you add Tasks to a work
order on the Plans tab as described in “Creating a Work Plan” on
page 92.
! If the work order's start date has already gone by, MAXIMO
looks for labor available from now until the end of the
following day.
d. Click Refresh.
8. Click Save.
4. Click Complete.
6. Click Save.
6. Click Save.
CAUTION If you select Mark Row for Delete, the entire labor assignment
row is deleted.
Downtime Reporting
The Report Downtime action allows you to report equipment
downtime in two ways:
Types of Downtime
MAXIMO recognizes two types of downtime:
7. Click OK.
Reporting Downtime
In order to report downtime, an equipment number must be
specified on the work order. MAXIMO records downtime after the
fact, after the work order has been completed.
5. Enter an End Date and time. The default is the current date
and time.
8. Click OK.
Recording Actuals
You use the Actuals tab to enter, view, and modify the actual work
order job tasks, and usage of labor, materials, services, and tools.
The work order must be approved before you can report actuals.
To report Actuals for labor, material, and tool usage, click the
appropriate subtab. You can use the Planned Labor, Reserved
Items, and Planned Tools button on the subtabs to copy the
work plan data to the actuals tab, or enter the actuals for Labor,
Materials, and Tools manually.
5. Select labor by checking the Select Row check box next to the
row. You can select more than one record. If you select a record
in error, click it again to clear the check box.
6. Click OK.
9. Click Save.
7. Click Save.
5. Select items by checking the Select Row check box next to the
row. You can select more than one record. If you select a record
in error, click it again to clear the check box.
6. Click OK.
9. Click Save.
5. Select tools by checking the Select Row check box next to the
row. You can select more than one record. If you select a record
in error, click it again to clear the check box.
6. Click OK.
9. Click Save.
You add a safety plan to a work order to help ensure that the work
is performed safely. Safety Plans are one way to provide workers
with information about identified hazards and precautions they
can take against those hazards.
NOTE The ability to add safety information after a work order’s status
has changed from WAPPR is set by your system administrator.
NOTE If a safety plan is already applied to the work order, you must use
the Remove Safety Plan action to remove it before you can apply
a new one.
2. Click Detail Menu for the Safety Plan field and choose
Select Value.
3. You can use the filter at the top of the page to locate a safety
plan.
5. Click Save.
4. Click a table row in the Safety Related Assets table to select it.
5. Select Hazards by checking the box next to the row. You can
select more than one Hazard. If you select a Hazard in error,
click it again to clear the check box.
7. You can select another Related Asset and repeat steps 5 and 6.
8. Click Done.
3. Select a subtab.
7. Click Save.
Failure Reporting
Failure reporting is a long-term process where you gather data
about failures so that you can analyze trends and take steps to
avoid problems in the future. For example, in looking back over
the failure reports for a pump, you might notice that the pump
often breaks down about one week before its monthly preventative
maintenance check is scheduled. You might decide to change the
frequency of the PM checks to every other week, rather than every
four weeks.
NOTE You also can enter and view a Failure Class and Problem Code
on the Work Order tab.
NOTE If you encounter a Problem, Cause, or Remedy that are not listed
in MAXIMO, use the Failure Codes application to add the data to
the failure hierarchy, then return to Work Order Tracking to
complete your failure reporting.
8. Click Save.
View Costs — Use to view estimated and actual cost totals for the
selected work order.
For more information about using these actions, refer to the Help.
! Equipment
! Location
! GL Account
5. The Reported Date field displays the current date, but you
can edit it.
6. You can enter a work plan in the Tasks table window. For
more information about work plans, see “Creating a Work
Plan” on page 92.
8. You can enter meter readings on the Meters subtab if the work
order is for a piece of equipment. For more information about
meter readings, see “Entering Meter Readings” on page 131.
NOTE After you save a work order in Quick Reporting, it also can be
accessed via the Work Order Tracking application.
4. Click Save.
Reporting Actuals
Quick Reporting work orders are created with a status of WAPPR,
which changes to INPRG after the work order is saved. If you
create a work order after the job has been completed, you must
save the work order before you can report Actuals for labor,
materials, or tools.
You also can use Quick Reporting to record actuals for any
approved work order, regardless of where it was created.
6. Click Save.
For more information about using these actions, refer to the Help.
NOTE Your system administrator can restrict user access to certain labor
or craft records in Signature Security.
7. Click Save.
You can use the Daily Attendance table window for "timecard"
reporting.
6. Click Save.
Approving Labor
Your system administrator can set MAXIMO to automatically
approve labor actuals. Your company may choose to require a
supervisor to approve either internal or external labor actuals.
NOTE You must save a Daily Time record before you can change its
Approved status.
! a search page to search for your own and other’s work requests
Searching Requests
When you open Work Requests, MAXIMO displays the Search
page with a results set showing the work requests you have
entered. You can use this Search page to perform a query for your
own and other’s work requests.
2. Click Find.
NOTE After you have saved a work order in Work Requests, it also can be
accessed via the Work Order Tracking application.
The following fields on the Details tab can be edited only under
certain conditions:
Select Labor Query — Use to change the labor query being used
to generate the Labor List, modify a saved labor query, or create a
new saved query. These labor queries are available in both the
Assignment Manager and Labor applications.
Show All Labor — Use to refresh the Labor List to show all
Labor and Craft records.
For more information about using these actions, refer to the Help.
The following table lists fields that should contain values. Fields
that are required for Assignment Manager functions are listed in
bold text.
NOTE If you have a default query defined for Assignment Manager, when
you launch the application you bypass the Search tab and go
directly to the Assignment Manager tab.
If a work order does not have a defined work plan, MAXIMO still
creates a requirement. You can then assign the requirement to an
appropriate laborer using Assignment Manager. When the
requirement is assigned MAXIMO enters a default duration of one
hour, which can then be modified as needed.
! none
! WO Priority (the default)
! Loc/Eq Priority
! WO Priority + Loc/Eq Priority
! 2 * WO Priority + Loc/Eq Priority
! WO Priority + 2 * Loc/Eq Priority
5. Click OK.
NOTE Your system administrator can tailor the color choices and priority
ranges to fit your business needs.
! Filter the Work List using the table window filter. See
“Filtering Table Windows” on page 25 for more information.
! Select one or more laborers in the Labor List, then click the
Filter Work to Match Labor button to display only
requirements that match the selected labor.
! Click the Refresh Work List button to refresh the Work List.
You can change the labor query being used to generate the Labor
List using the Select Labor Query action in the select action
menu. For example, if you are in charge of scheduling, you might
create different queries for different crafts, or for different shifts.
where
TIP You can change the dates displayed in the calendar grid using the
Select Work Date action.
NOTE Your system administrator can tailor the color choices to fit your
business needs.
! Filter the Labor List using the table window filter. See
“Filtering Table Windows” on page 25 for more information.
Planning Work
The calendar grid allows you to plan labor assignments over a
seven day range. By default, the first date displayed is the current
date.
TIP If you want to plan for work more than a week in advance, you can
use the Select Work Date action to change the date range
displayed in the calendar grid.
Click calendar grid To assign a requirement to a laborer using the calendar grid,
complete the following steps:
1. If necessary, you can filter either the Work List, the Labor
List, or both.
If the Required Hours for the requirement are less than the
available hours for the labor code and the laborer’s craft
matches the requirement, MAXIMO makes the assignment
and recalculates the available hours.
b. Click OK.
Assign Labor icon The Assign Labor button and action perform the same function.
or action To assign a requirement to a laborer using the Assign Labor
button or action, complete the following steps:
1. If necessary, you can filter either the Work List, the Labor
List, or both.
3. Select a labor code by selecting the Select Row check box next
to the row in the Labor List.
If the Required Hours for the requirement are less than the
available hours for the labor code and the laborer’s craft
matches the requirement, MAXIMO makes the assignment
and recalculates the available hours.
6. Click OK.
4. Click OK.
4. You can edit the Start Time, End Time, and Total Hours
fields.
5. You must include a Reason for the change, for example "sick"
or "vacation."
6. Click OK.
7. Click OK.
Un-assigning Work
Sometimes work that has been scheduled needs to be removed
from a laborer’s assignments.
6. Click OK.
Deleting Assignments
Deleting an assignment is different from un-assigning in that the
action removes the work requirement from both the work order
record and the database. You should only delete assignments
when the task or labor code is not required for the work order, for
example if an error was made when the work plan was created.
3. Click Mark Row for Delete for each assignment that needs
to be deleted. If you mark a row in error, click Undelete Row.
4. Click OK.
Dispatching Work
Dispatchers schedule urgent work, that is requirements that
should be carried out during the current day’s shift. The
procedures for dispatching work are similar to those for planning
future work, but the work is assigned to the current shift (by
default the first date in the calendar grid) rather than to future
shifts.
TIP By default new work orders created in the Work Order Tracking
and Work Request applications do not have a Target Start or
Scheduled Start date indicated. To find new work requests you
should search by the Reported Date field.
Starting an Assignment
You can use the Start Assignment action to indicate that work
has been started on an assignment. By default MAXIMO will
begin recording labor actuals for an assignment once its status has
been changed to STARTED.
3. You can click the Start Date field to change the start time if
necessary.
4. Click OK.
Interrupting an Assignment
If work on an assignment with a status of STARTED needs to be
stopped for any reason, you can use the Interrupt Assignment
action to create a record of the work stoppage. When you interrupt
an assignment MAXIMO logs a labor transaction for the
completed portion of the work, then modifies the assignment,
assigning a status of INTERPT to the remaining work hours.
3. You can click the Interrupt Date field to change the date or
time if necessary.
4. Click OK.
Finishing an Assignment
Assignment statuses are linked to the work order that contains
the work requirement. When the last assignment for a work order
has been completed, MAXIMO changes the status of the work
order to COMP.
3. You can click the Finish Date field to change the finish date
or time if necessary.
4. Click OK.
Assignment Statuses
WAITASGN — Waiting for assignment. When work requirements
are created they have an initial status of waiting for assignment.
For more information about using these actions, refer to the Help.
You can use PM records to plan the labor, materials, and tools
needed for any preventive maintenance, periodic maintenance, or
periodic inspections or certifications. PM records also can be
generated on a seasonal basis, for equipment that is not used year
round.
Creating a PM
A PM specifies the job plan that defines the work to be performed,
and the frequency criteria according to which it is to be performed.
Creating a PM Record
NOTE You can set up a PM record for either a piece of equipment or a
location, but not both.
5. Click Save.
CAUTION You must set a frequency for a PM before MAXIMO can generate
work orders from it.
Setting PM Frequency
Frequency is the number of days or meter units that should elapse
between generating preventive maintenance work orders from a
master PM. You can create a PM schedule to generate work orders
based on elapsed time between work orders or changes to
equipment meter readings over time, or both.
4. Click Save.
Priority values specified for PMs are copied to the work orders
that are generated from the PM in the following manner:
Master PMs
Master PM records are templates for other PM records, called
associated PM records. You can create associated PM records from
master PM records, or make associations between existing PM
records and a master PM. You can use the scheduling information
on a master PM record to update its associated PM records.
Creating a Master PM
To create a master PM, follow the procedure described in
“Creating a PM” on page 174 and select the Master PM? check
box next to the Description field. After you create a master PM,
you can create associated PM records.
5. Click OK.
6. Click OK.
PM Hierarchies
A PM hierarchy is a group of PMs arranged in parent-child
relationships, much like a work order hierarchy. You use PM
hierarchies to generate hierarchies of scheduled work orders. At
the highest level of a PM hierarchy, one PM that is the parent.
This top-level PM can have one or more child PMs. Each child PM
can have one or more children, and so on. A child PM can have
only one parent PM.
Seasonal PMs
A seasonal PM is a master PM record that is shut down for a
period of time to accommodate changing equipment or location
needs. After the work is completed for the season, you can reset
the master to be dormant until the season returns.
You might use seasonal PMs related to seasonal work such as air
conditioning maintenance, or servicing snow removal equipment.
Application Function
Inventory Application
An important part of maintenance management is tracking
inventory. The Inventory application tracks items (stocked,
nonstocked, and special order items) and indicates when stock
falls below a specified reorder point so you know when to reorder.
Inventory Application
Inventory Tabs
The Inventory application page contains six tabs:
Inventory Actions
The following actions are available from the Inventory Select
Action Menu:
Clear Reorder Locks — Use to clear a reorder lock for your user
name.
For more information about using these actions, refer to the Help.
Inventory Reports
The following reports are available for the Inventory application:
Stocked Items
Stocked items are those that you always need to have on hand
because they have a regular turnover rate and are frequently
needed. Stocked items have reorder criteria (for example, a
reorder point and an economic order quantity) specific to each
storeroom location. Bearings, gaskets, valves, and belts are
examples of stocked items.
Nonstocked Items
Nonstocked items are items you need only occasionally and do
not want to maintain in inventory throughout the year.
Nonstocked items are not automatically reordered. However, you
do want to keep records for nonstocked items in the database
because you are likely to order these items again at some point.
These records are useful both for cost tracking purposes and for
future reference (for example, the vendor's name, the price, and so
on).
For example, you replace twelve air filters each spring, but do not
reorder them immediately after using them because you do not
want to purchase them just to sit in storage for months. Since you
intend to order these air filters again each year, you want to keep
the record for the item in your database for reference next spring.
To view all storerooms that stock an item, open an item record and
use the View Item Availability action.
Reordering Items
Many companies are moving to a just-in-time system to reduce
their inventory levels and associated carrying costs. When using a
just-in-time system for maintenance, you base your purchasing
and stock levels on upcoming work, rather than on past usage.
Because parts and equipment can become obsolete and your
company’s process can change, looking back might not be as useful
as looking forward when considering your inventory needs.
Your system administrator can set a cron task for the inventory
reorder function. A cron task is a software command to execute a
task at a particular time. For more information about configuring
the reorder cron task, refer to the MAXIMO System
Administrator’s Guide.
3. You can enter the number of days you want in the Additional
Lead Time in Days field.
6. Click either:
You can set the reorder process to run in the background and
notify you by e-mail after the process ends. This lets you do other
work while running a lengthy reorder process.
3. Select items by checking the Select Row check box next to the
row. If you select an item in error, click it again to clear the
check box.
5. You can enter the number of days you want in the Additional
Lead Time in Days field.
7. Click either
3. You can enter the number of days you want in the Additional
Lead Time in Days field.
5. Click either
5. You can enter the number of days you want in the Lead Time
in Days field.
7. Click either:
Choose either
If there is a reorder lock against your user name, you can use the
Clear Reorder Locks action in the Select Action menu to remove
it.
NOTE This action only clears Preview Mode reorder locks, created by the
current user. Users running the full reorder process are not
affected.
5. You can enter the date in the Count Date field. The default is
the current date and time.
6. Click OK.
Reconciling Balances
You use the Reconcile Balances action to adjust the current
balance based on a physical count. This action updates only the
selected item in the selected storeroom.
4. Click OK.
You also can define other information related to items, such as the
storeroom locations that stock the item, Item Specification, Item
Assembly Structures, and documents outside of MAXIMO that
relate to the item record.
For more information about using these actions, refer to the Help.
5. Click Save.
After you create an item record, the Rotating? field becomes read-
only and cannot be edited, and the Current Balance field
becomes read-only. If an item is defined as rotating, the values in
the Balances fields are controlled by the movement of the
rotating equipment in and out of the storeroom.
5. Click Save.
The IAS is built onto an item record, and the IAS is then identified
by the item number at the top of the hierarchy. You can apply an
Item Assembly Structure to a piece of equipment or to a location
by specifying the top-level item number in the Item field on an
equipment or location record, then choosing the Apply Item
Assembly Structure action.
NOTE Note that while you can use any item as the top level of an IAS,
you can only apply an IAS to equipment or operating locations if
the top level is a rotating item.
8. Click Save.
6. Click OK.
8. Enter or edit the field data. Use the field buttons to select
values.
4. Click the Detail Menu for the Storeroom field and choose
Select Value.
6. Click OK.
8. Click OK.
4. Click Save.
Storerooms Application
You use the Storerooms application to create new Storeroom
records, define the GL Account codes to be associated with the
storeroom, and view a read-only list of items stocked at that
storeroom location.
Storerooms Application
Storerooms Tabs
The Storerooms application page contains three tabs:
Storerooms Actions
The following actions are available from the Storerooms Select
Action Menu:
For more information about using these actions, refer to the Help.
Storerooms Reports
The following report is available for the Storerooms application:
5. Click Save.
For more information about using these actions, refer to the Help.
! Work Order
! Location
! Equipment
! Debit GL Account
In general, after you make an entry in one field, one or more other
fields are filled in with default values associated with the first
specified field. For example, if you specify a work order, the
equipment and/or location and/or GL account named on the work
order are also filled in.
NOTE You also can record physical counts for items when issuing or
transferring.
Issuing an Item
If you issue items to a specific work order (or location, equipment,
or GL account) via this application, do not record their usage in
the Work Orders module, and vice versa. If you record item use in
two places the item is subtracted from inventory twice, thereby
causing inaccurate item count. To protect your inventory records,
establish a policy for your site regarding whether item use will be
recorded in the Issues and Transfers application or in the Work
Orders module.
5. Enter a work order in the Work Order field of the table filter
and click Filter Table.
7. Click OK.
8. You can click View Details (triangle) if you need to edit any
field, for example, to change the quantity issued.
9. Click Save.
5. Enter the Quantity of the item and the Work Order number,
Equipment, Location, or GL Account code the item will be
charged to.
8. Click Save.
Transferring Items
Items can be transferred from one storeroom location to another
inventory location using the Transfer Out and Transfer In tabs.
Transfers can be made within a site, or to another site within your
organization. You also can transfer items from a storeroom to a
labor or courier location.
Returning Items
You use the Issues tab to return previously issued items and
materials, for example, if some parts on a work order were not
needed.
NOTE You cannot return rotating equipment that has been modified
(moved or worked on) since its original issue.
4. Use the table filter to locate the items you wish to return. For
example, unused items on a work order.
6. Click OK.
8. Click Save.
Application Function
You build the Asset Catalog using the Specifications tab on the
Item Master, Equipment, and Locations applications. After assets
are associated with specification templates, you can use the Asset
Catalog Search page to search through MAXIMO to find the asset
you are looking for. For information about how to find assets
through the Asset Catalog, see “Searching the Asset Catalog” on
page 68.
! Name
! Description
! Type (numeric or
alphanumeric)
! Measure Unit
! Domain (possible values)
Equipment/Location Priority
MAXIMO uses values between 0 and 999 to indicate priority for
work orders, equipment, and locations. MAXIMO can use these
different priority values to generate a calculated priority to help
schedulers determine the overall priority of a work order among
"competing" work orders for similar equipment or locations.
Equipment Application
The Equipment application stores equipment numbers and
corresponding information, such as equipment location, vendor,
up/down status, and maintenance costs for each piece of
equipment.
Equipment Application
Equipment Tabs
The Equipment application page contains eight tabs:
Equipment Actions
The following actions are available from the Equipment Select
Action Menu:
View Work Orders and PMs — Use to view all work orders,
PMs, routes, and service contracts for a piece of equipment.
For more information about using these actions, refer to the Help.
Equipment Reports
The following reports are available for the Equipment application:
4. If this equipment has a parent, you can click the Detail Menu
button on the Belongs To field and select the parent
equipment.
6. Click Save.
4. If this equipment has a parent, you can click the Detail Menu
button on the Belongs To field and select the parent
equipment.
7. Click Save.
! It lets you track maintenance costs. Costs get "rolled up" the
EAS to the equipment responsible for assuming the
maintenance cost.
Spare Part
NOTE While the IAS can have multiple levels of nonrotating items, the
Equipment Assembly Structure can have only one level of
nonrotating items below an equipment number.
6. Click OK.
7. Click Save.
Using Meters
MAXIMO uses equipment meters as one criteria to generate PM
work orders. PM frequency is based on elapsed time in days or in
meter units used since the last work order was completed or
targeted to start.
The Meters tab lets you enter meter readings for two meters per
equipment record.
NOTE Enter only meter readings (which always increase), rather than
gauge readings (which fluctuate).
Locations Application
The Locations application lets you enter and track locations for
equipment and organize these locations into logical hierarchical or
network systems. Using systems of locations and specifying the
location for equipment on the equipment record provides the
groundwork for gathering and tracking valuable information on
the history of equipment, including its performance at specific
sites, as it is moved from location to location. With locations
organized into systems, you quickly can find a location in the
Drilldown and identify the equipment at a specific location.
Locations Application
Locations Tabs
The Locations application page contains seven tabs:
Locations Actions
The following actions are available from the Locations Select
Action Menu:
View Work Orders and PMs — Use to view all work orders,
PMs, and routes for a location.
For more information about using these actions, refer to the Help.
Locations Reports
The following report is available for the Locations application:
The time and thought you invest in planning your locations and
systems simplifies creating them, and makes it easier for users to
navigate the Drilldown.
CAUTION The first location you create in a hierarchical system becomes the
top level location. You cannot change this.
NOTE Carefully review all topics on locations and systems in this guide
before creating locations.
4. Choose a Type.
8. Click Save.
The primary system must be hierarchical, that is, it must have one
top-level location as the “ancestor” of all other locations in the
system. You can call this system Primary, Main, Plant, or
whatever is appropriate for your site.
NOTE The first location you add to a new hierarchical system becomes
the top-level location in the system; for every location you add to
the system after that, you must specify a parent location. Plan
carefully before adding the first location to any new system.
8. Click Save.
NOTE You can only apply an Item Assembly Structure (IAS) to a location
if the location belongs to a system.
NOTE You can change a system from a hierarchy to a network but not
from a network back to a hierarchy.
NOTE Deleting children from the Children table window removes the
association between the child and parent records, it does not delete
the child location records from MAXIMO.
You can delete a system only when it is not associated with any
locations.
Delete Failure Code — Use to delete the current record from the
MAXIMO database.
For more information about using these actions, refer to the Help.
TIP Using failure codes on work orders can help reduce the number of
duplicate work orders that are entered in the system.
! The CAUSE creates the problem. Why did the problem occur?
These second level codes appear in the second table window on
the Failure Codes tab.
4. Click Save.
6. Click Save.
CAUTION Before entering Causes or Remedies, check that the table window
label reflects the correct parent for the failure code you are about
to enter. To change the table label, click the appropriate row in the
parent table window.
2. In the Problem table, select the failure code to which you want
to add a cause, or child.
7. Click Save.
CAUTION Before entering Causes or Remedies, check that the table window
label reflects the correct parent for the failure code you are about
to enter. To change the table label, click the appropriate row in the
parent table window.
2. In the Causes table, select the failure code to which you want
to add a remedy, or child.
7. Click Save.
Failure Reporting
Failure reporting lets you identify and track equipment and
location failures. You report failures via the Quick Reporting or
Work Order Tracking applications.
Failure Analysis
Failure analysis is how you examine equipment failure history,
reported over a significant period of time. Use any equipment or
location failure reports to look for breakdown trends, average time
between failures, and so on.
For more information about using these actions, refer to the Help.
5. Click Save.
Recording Measurements
Measurement data can be entered directly into MAXIMO or
imported from an outside system.
NOTE Measurement point data also can be entered in the Work Order
Tracking and Quick Reporting applications.
5. Click Save.
4. You can modify the Effective Date. The default is the current
system date and time.
7. Click Save.
Application Function
Blanket and Pricing Agreement type POs are special POs that
function more like contracts because they are non-purchasing POs.
When you create a blanket or an agreement, you state the terms to
order from the specified vendor on the PO, but you do not actually
order anything. When you order an item covered under the terms
of a blanket or pricing agreement, you create a different PO to do
so.
Blankets
A blanket type PO is similar to a price agreement type PO,
because it functions as a kind of contract, rather than as an actual
order for items or services. Unlike price agreements, blankets do
not need to specify certain prices for certain items. Instead,
blankets specify a vendor, a total dollar amount, regardless of the
items purchased, and the dates when it is valid.
Change Orders
A change order is a duplicate purchase order generated from an
approved purchase order. If you must change an approved PO that
has no receipts, you might prefer to do so by creating a change
order. The change order preserves the audit trail by retaining the
original PO while you make the necessary changes to the change
order PO.
Price Agreements
A price agreement type PO is essentially a contract with a
vendor that specifies the prices of specific items from that vendor.
To order the items specified in the agreement, use the ordinary PR
and PO processes.
Blanket Releases
A blanket release is a purchase order that you generate from the
original blanket. You can create a blanket release as long as the
following conditions are met:
! the cost of all the releases generated from the blanket does not
exceed the amount in the Total Cost field of the blanket.
! the current date falls between the start and end date for the
blanket.
For more information about using these actions, refer to the Help.
Creating a PR
NOTE You also can create PRs from the Inventory application using the
Reorder Items action.
5. Click Save.
After the purchase requisition has been approved, you can assign
its line items to one or more purchase orders. A purchase
requisition can be closed after all its line items are assigned to a
purchase order. A single purchase requisition can list items or
services for several vendors, as vendors are not required to be
specified on a PR.
TIP If you are entering a series of items with similar information, you
can speed data entry by entering values in one or more of the fields
in the Default Table Data area.
If the item does not have a unit price recorded in the database,
you must to enter a Quantity and Unit Cost.
8. Click Save.
You have two options when using the Select Spare Parts button.
5. Click Refresh.
6. Select spare parts by checking the Select Row check box next
to the row. You can select more than one part. If you select a
part in error, click the part again to clear the check box.
7. Click OK.
NOTE If the item does not have a unit price recorded in the
database, you must to enter a Quantity, Cost, and charge
value. The charge value can be against a storeroom, work
order, location, equipment, or GL Account code.
9. Click Save.
5. Select items by checking the Select Row check box next to the
row. You can select more than one item. If you select an item
in error, click it again to clear the check box.
6. Click OK.
NOTE If the item does not have a unit price recorded in the
database, you must to enter a Quantity, Cost, and charge
value. The charge value can be a storeroom, work order,
location, equipment, or GL Account code.
8. Click Save.
Creating a PO from a PR
MAXIMO lets you create a purchase order directly from a single
purchase requisition. When creating a PO from a PR, MAXIMO
copies all of the line items and other relevant information from the
PR to a single PO.
5. Click OK.
If you try to close a PR and a line item has not yet been
assigned, MAXIMO displays a message. Your system
administrator can set MAXIMO to close PRs automatically
after you transfer all the line items to POs.
Using RFQs lets you manage quotations in order to make the best
purchasing decision. The Request for Quotation application lets
you create requests and store quotations to assess which vendor
best fits your needs.
! Vendors — Use to enter the vendors the RFQ is being sent to.
For more information about using these actions, refer to the Help.
Creating an RFQ
You can create a new RFQ two ways:
! manually
5. Click Save.
NOTE The RFQ must have a status of INPRG to copy PR lines to it.
4. If there are a large number of records, you can use the table
filter to locate a line.
5. Select lines by checking the Select Row check box next to the
row. You can select more than one line. If you select a line in
error, click it again to clear the check box.
6. Click either
7. You can enter additional RFQ lines or modify the lines copied
from the PR.
8. Click Save.
NOTE The RFQ status must be INPRG in order to add vendors. Vendor
records must exist in the Companies application before they can be
listed on an RFQ.
8. Click Save.
10. Select RFQ Lines by checking the Select Row check box next
to the row. You can select more than one row. If you select a
row in error, click it again to clear the check box.
14. Repeat steps 3 through 13 until all quotations for each vendor
have been entered.
5. Click Save.
7. Click Save.
3. In the RFQ Vendors table click View Details (triangle) for the
vendor.
7. Click OK.
RFQ Statuses
An RFQ can have six possible statuses:
! SENT — Sent to vendors. The RFQ and RFQ Lines tabs are
read-only. The Vendor tab can be edited, to allow recording of
quotations, but new vendors cannot be added.
For more information about using these actions, refer to the Help.
6. Click Save.
Adding PO Lines
After you create the purchase order you must list which items,
materials, and services you are buying. To specify individual items
or services for the purchase order, you use the PO Lines tab.
! Click New Row to open the Row Details, then click Detail
Menu on the Item field and go to the Item Master or
Inventory applications, or search the Asset Catalog.
TIP If you are entering a series of items with similar information, you
can speed data entry by entering values in one or more of the fields
in the Default Table Data area.
If the item does not have a unit price recorded in the database,
you must to enter a Quantity, and Unit Cost.
8. Click Save.
When you create an agreement type PO, MAXIMO uses the Bill To
and Ship To information for the site you are logged into. You can
change these defaults to any other valid address for your
organization. If you create lines for the price agreement, you also
must define charge information. The charge value can be against a
storeroom, work order, location, equipment, or GL Account code.
NOTE If you create a price agreement after creating a PR for the vendor,
and before creating a PO from that PR, you first must update the
PR by selecting an agreement from the View Agreement page, in
order to have the agreement price applied to the PO.
Creating a Blanket
A blanket type PO is similar to a price agreement type PO,
because it can function as a kind of contract rather than as an
actual order for items or services. Blankets specify a vendor, a
total dollar amount, regardless of the items purchased, and the
dates when it is valid. Items can also be specified on a Blanket
agreement. You create blanket type POs using the Create
Blanket PO action.
You can create a change order only if the following conditions are
met:
4. Click Save.
! CAN — Canceled. All fields are read-only, and the record can
no longer be modified.
! CLOSE — Closed. All fields are read-only, and the record can
no longer be modified. POs can be closed only if all lines have
been received, and if lines that require inspection have been
approved.
Receiving Application
The Receiving application makes it possible to receive ordered
materials into inventory, as well as record the receipt of services
provided by vendors.
Receiving Application
Receiving Tabs
The Receiving application page contains four tabs:
Receiving Actions
The following actions are available from the Receiving Select
Action Menu:
For more information about using these actions, refer to the Help.
Receiving Reports
The following reports are available for the Receiving application:
You also can receive materials not tracked in inventory, but that
require a purchase order. For example, you might order a catered
lunch or a new desk, neither of which would be stored in inventory
or tracked by an item number. You would want, however, to track
them on purchase orders and receipts.
Receiving Materials
You use the Material Receipts tab to enter information about
items received on an approved PO. You can copy all the PO line
items to the Material Receipts tab's table window if the entire
order has been received, or you can enter partial receipts. You also
can record receipt of the materials ordered on the PO and note any
discrepancies between what you ordered, received, and rejected.
After you save a receipt, the fields on the Material Receipts tab
become read-only.
NOTE Lotted items require that a lot number be specified before the line
is saved.
5. Click OK.
7. Click Save.
4. Select lines by checking the Select Row check box next to the
row. You can select more than one line. If you select a line in
error, click it again to clear the check box.
5. Click OK.
8. Click Save.
You use the Row Details to modify the receiving details for each
line item that is received.
NOTE If you record an item as rejected, your entry in the Quantity field
for the same line item represents the items you are keeping (that
is, the good items), not the total number of items in the shipment.
Returning Materials
Sometimes items that have been received must be returned. This
might occur when items are rejected and are being shipped back to
the vendor. You use the Select Items for Return button on the
Material Receipts tab to return received items, creating a receipt
with a negative quantity.
NOTE You can return materials as long as the purchase order for the
items is not a history record (status = CLOSE).
3. Select items by checking the Select Row check box next to the
row. You can select more than one item. If you select an item
in error, click it again to clear the check box.
4. Click OK.
8. Click Save.
Receiving Services
By default, when MAXIMO creates PR or PO lines for services, the
Receipt Required? check box is clear and you do not need to
receive the service lines. When these service lines are recorded in
the Invoices application MAXIMO automatically generates the
receipt.
If your company requires receipts for services, you use the Service
Receipts tab to record services received against an approved
purchase order. You can copy all the PO line items to the Service
Receipts table window if all services have been received, or you
can enter partial receipts.
NOTE You also can record the receipt of services using Labor Reporting if
the services are performed by a contractor listed in the Labor
application.
5. Click either
! Select the Select Row check box next to the row to select
the line. You can select more than one line. If you select a
line in error, click it again to clear the check box.
6. Click OK.
7. You can click View Details (triangle) to use the Row Details
to edit the receipts, for example, to indicate a partial receipt.
8. Click Save.
11. Select a service by selecting the Select Row check box next to
the row. You can select more than one service. If you select a
service in error, click it again to clear the check box.
Invoices Application
An invoice is a bill from a vendor for delivered products or
services. The Invoices application lets you record invoices as well
as debit and credit notes from vendors, and match invoice details
against purchase orders (POs) and receipts. It also lets you create
invoices for which there are no receipts. In addition, you can create
an invoice for a parent company for goods and services rendered
through any of its branches, and you can create an invoice for a
branch company for goods and services rendered through its
parent company.
Invoices Application
Invoices Tabs
The Invoices application page contains four tabs:
Invoices Actions
The following actions are available from the Invoices Select Action
Menu:
For more information about using these actions, refer to the Help.
Invoices Reports
The following reports are available for the Invoices application:
You also can enter invoices for bills, such as rent or phone bills,
which do not require purchase orders or receipts.
Entering an Invoice
Use the Invoices application to record vendor invoices as you
receive them. The invoice you create can represent one of these
invoice types:
6. Click Save.
You can use the Invoice Lines tab and its actions to:
Standard Services
Sometimes, an invoice includes a cost that was not part of the PO.
MAXIMO refers to these costs as Standard Services. Standard
Services are line items on an invoice that are not on a purchase
order, for example, installation or freight costs. Costs such as
telephone bills or utilities also would appear in this category.
You use the Copy PO Lines button to import the data from the
purchase order to the Invoices application.
4. Select lines by selecting the Select Row check box next to the
row. You can select more than one line. If you select a line in
error, click it again to clear the check box.
5. Click OK.
7. Click Save.
NOTE Invoice lines created using the following procedure are service
type lines, that is, they have the Service? check box selected.
7. Click Save.
Invoice Statuses
An invoice in MAXIMO can have one of six different statuses:
! PAID — Invoice has been paid. All fields are read-only, and
record can no longer be modified.
Application Function
After these templates are created, they can be useful for planning
worker schedules, inventory stocks, and budgets.
Safety plans then can be applied to job plans and work orders in
their respective applications. All of these applications work
together to help you plan for work to be performed safely.
You can access the Job Plans application, select the Plans icon on
the MAXIMO Start Center, then choose Job Plans or use the Go To
link.
View Totals — Use to view total hours and costs for the job plan.
Delete Job Plan — Use to delete the current record from the
MAXIMO database.
For more information about using these actions, refer to the Help.
Job Plan List Report — Lists job plan number and descriptions
for selected records.
After you build a job plan, you can reference the specific tasks
repeatedly when you create similar work orders, for example,
when creating work orders for similar equipment or locations. This
can save you time and money, and ensure consistency when
defining work for similar assets.
! Defining the tasks by breaking the job down into steps in the
Tasks table window.
! Check Pressure
! Inspect gauge
! Complete inspection tag
After you enter a code on the Labor subtab, the labor or craft’s
description and rate are displayed. Each time quantities or hours
are inserted, deleted, or modified on the Labor subtab, the
following fields are updated automatically:
5. Click New Row in the Tasks table window to add Tasks. For
more information on entering tasks, see “Entering Tasks” on
page 328,.
7. Click Save.
Entering Tasks
Each maintenance job can be broken down into a series of steps
that must be performed to complete the job. You use the Job Plan
Tasks table window to define a list of numbered tasks for the job
plan, along with a description of the work to be done at that step
and the estimated hours for its completion. Each job plan task can
include the following information:
8. Click Save.
The task number you use for estimated labor, materials, or tools
corresponds to the job plan task where it is used. This lets you
track estimates by task through the use of reports, which can be
valuable when the job plan is lengthy or complicated.
a. Click the Detail Menu button next to the field and choose
Select Value.
7. Click Save.
8. Click Save.
Routes Application
A route is a list of related work assets, which are considered
“stops” along the route. These route stops represent assets, such as
equipment or locations. The list of assets can be related by
location, such as all pumps and motors in a room, or by type of
equipment, such as all fire extinguishers located throughout the
site. Routes simplify building hierarchies of work orders for
inspections.
Routes Application
Routes Tabs
The Routes application page contains three tabs:
Routes Actions
The following actions are available from the Routes Select Action
Menu:
For more information about using these actions, refer to the Help.
Routes Reports
The following report is available for the Routes application:
Creating a Route
Before you can apply a route to a work order or PM, you must
create it in the Routes application. You can create a route that
lists all assets of the same type, or all assets in a certain location,
or both. You can list both equipment and locations on a single
route. You can also enter a sequence number (Seq) to indicate that
the stops should be worked on in a certain order.
NOTE Before you can add equipment or locations to a route, you must
first create records for them in the Equipment or Locations
applications.
9. Click Save.
Applying a Route
Routes can be applied in the following applications:
! Quick Reporting
! Preventive Maintenance
To access the Safety Plans application, select the Plans icon on the
MAXIMO Start Center, then choose Safety Plans or use the Go To
link.
Delete Safety Plan — Use to delete the current record from the
MAXIMO database.
For more information about using these actions, refer to the Help.
After you create safety plans for identified hazards, you can then
associate them with the following types of records:
NOTE A job plan can have more than one safety plan.
! Which work assets might use the safety plan? When designing
a safety plan, the work asset combined with the type of work
dictates which safety information is required.
! Are there Lock Outs or Tag Outs created for the asset that
might apply to this safety plan?
4. Click Save.
6. Click Save.
NOTE You can fill in the Equipment field or the Location field
for a row, but not both.
5. Click Save.
If the hazard is associated with more than one asset, you create a
separate row for each equipment or location. If you create a safety
plan for electrical current, for example, your location might have
more than one electrical outlet. Each outlet must be identified
separately on the safety plan.
4. Click the Detail Menu button on the Hazard field and choose
Select Value.
8. Click Save.
4. Click the Detail Menu button on the Hazard field and choose
Select Value.
8. Click Save.
4. Click the Detail Menu button on the Hazard field and choose
Select Value.
NOTE On the Select Hazards page, the system displays only tag
out-enabled hazards.
8. Click Save.
MAXIMO copies the tag out and lock out operations to the Tag
Outs tab.
For more information about using these actions, refer to the Help.
When viewing existing records, you can use the Tag Outs tab to
view tag out procedures that have been used to eliminate the
hazard.
7. Click Save.
NOTE The Precautions? box on the Hazards tab must be selected before
you can associate precautions. Precautions are defined in the
Safety Precautions application.
7. Click Save.
For more information about using these actions, refer to the Help.
4. Click Save.
To access the Lock Out/Tag Out application, select the Plans icon
on the MAXIMO Start Center, then choose Lock Out/Tag Out or
use the Go To link.
Delete Tag Out — Use to delete the current record from the
MAXIMO database.
For more information about using these actions, refer to the Help.
Lock Out & Tag Out Procedures List — Lists tag out names
and descriptions for selected records.
Lock out tasks are visible in the Lock Out Operations table
window. These operations can include the following:
6. Click Save.
8. Click Save.
Application Function
Companies Application
The Companies application maintains detailed information on
vendors, manufacturers, and other companies. You also can enter
your own company's storeroom locations here so that these
locations become "vendors" for internal purchase orders (that is,
transfers from one storeroom location to another). You must enter
company information in the Companies application before other
modules, such as Inventory and Purchasing, can access it.
Companies Application
Companies Tabs
The Companies application page contains six tabs:
Companies Actions
The following actions are available from the Companies Select
Action Menu:
Run Reports — Use to access the reports available for the current
application.
For more information about using these actions, refer to the Help.
Companies Reports
The following report is available for the Companies application:
7. Click Save.
The branch hierarchy can be only one level deep, with a parent
company record, and child branch records. Child records cannot be
parents of other records, and parent records cannot be children of
other records.
NOTE You can associate only existing company records with the parent
record. You cannot insert a new company record by adding a row to
the Branches table window.
6. Click Save.
Disqualifying a Vendor
If your company decides to stop doing business with a vendor, you
can mark the record to indicate that the vendor is disqualified from
doing business with your company.
Tools Application
The Tools application maintains information on the tools used to do
maintenance work. Tools can range from hand tools to heavy
equipment such as cranes and backhoes. This information is
referred to in job plans and on work orders. Each tool can have an
associated hourly cost charged for its use, which is carried on work
orders.
Tools Application
Tools Tabs
The Tools application page contains three tabs:
Tools Actions
The following actions are available from the Tools Select Action
Menu:
Run Reports — Use to access the reports available for the current
application.
Delete Tool — Use to delete the current record from the MAXIMO
database.
For more information about using these actions, refer to the Help.
Tools Reports
The following report is available for the Tools application:
4. Click Save.
Duplicating Tools
You can duplicate tool records if, for example, you own similar tools
with different manufacturers.
5. Click Save.
Run Reports — Use to access the reports available for the current
application.
For more information about using these actions, refer to the Help.
4. Click Save.
Example You company owns a dump truck. Three service contracts could be
associated with the truck’s equipment record:
Labor Application
You can use the Labor application to create, modify, and view
employee records. You can provide detailed information about
individual pay rates, hours worked, overtime worked and refused,
special skills or qualifications, and certifications.
Labor Application
Labor Tabs
The Labor application page contains three tabs:
Labor Actions
The following actions are available from the Labor Select Action
Menu:
Run Reports — Use to access the reports available for the current
application.
For more information about using these actions, refer to the Help.
Labor Reports
The following report is available for the Labor application:
When you create labor records, the Primary Site field defaults to
the site you are logged into, but this field can be edited. If the value
in this field is changed, MAXIMO clears the values in the Primary
Work Location and Primary Storeroom fields.
5. Click Save.
4. Click Save.
Both labor and craft records can have calendars assigned to them.
Calendars provide shift, vacation, and holiday information, which
can be used when scheduling work.
3. Click Detail Menu on the Craft field and choose Select Value.
4. Click Select Record for the Craft. If there are a large number
of records, you can use the table filter to locate a record.
5. Click Save.
Crafts Application
You can use the Crafts application to enter, view, and modify craft
records. A craft represents a group of employees, and typically the
craft name reflects the type of work done by these employees. It
also can indicate a ranking by expertise. For example, you can have
a craft for “mechanic, first class,” or “carpenter’s apprentice.” You
can specify a pay rate and overtime scale for a craft so that all craft
members are automatically assigned the same rates. The table
window in this application lists the labor records associated with
each craft record.
Crafts Application
Crafts Tabs
The Crafts application page contains three tabs:
Crafts Actions
The following actions are available from the Crafts Select Action
Menu:
Run Reports — Use to access the reports available for the current
application.
For more information about using these actions, refer to the Help.
Crafts Reports
The following report is available for the Crafts application:
5. Click Save.
4. Click the Detail Menu button on the Labor field and choose
Select Value.
7. Click Save.
3. Locate the labor record in the table. If there are a large number
of records, you can use the table filter to locate a record.
A line is drawn through the record and the Mark Row for
Delete button changes to an Undelete Row button.
5. Click Save.
Run Reports — Use to access the reports available for the current
application.
Delete Labor Group — Use to delete the current record from the
MAXIMO database.
For more information about using these actions, refer to the Help.
5. You can use the options at the top of the page and the table
filter to locate a Labor or Craft record.
7. Click Save.
3. Click the Detail Menu button on the Code field and choose
Select Value.
4. Click the Select Record button next to the record. If there are
a large number of records, you can use the table filter to locate
a record.
7. Click Save.
Defining Alternates
If you use Workflow, you can define alternates for each Lead Craft/
Person to handle approvals when they are unavailable. To define
alternates for a Lead Craft/Person, complete the following steps:
5. Click the Detail Menu button on the Code field and choose
Select Value.
6. Click the Select Record button next to the record. If there are
a large number of records, you can use the table filter to locate
a record.
9. Click Save.
General Navigation
Go To ALT + G
Help ALT + H
Return ALT + R
Toolbar Buttons
Table Windows
Date Fields
B C
Base work order generation on meter reading only? calculated work priority 152
check box 175 calendar grid 153, 154
blanket changing date range 155
creating 296 CAN status 84, 273, 298
blanket agreement 262 CANCEL status 286, 317
blanket release 263 Change Capitalized Status action 201
creating 296 Change Item Number action 227
bookmark change order 263
adding 43 creating 297
deleting 44 change status
using 43 equipment up/down status 113, 114
branches 368 Change Status action 87, 127, 238, 265, 275, 288,
browser 309
Back button 14 Change Status button 19
Forward button 14 Change Status on Child Work Orders? check box 108
menu 14 Clear Changes button 18
toolbar 14 Clear Reorder Locks action 184, 196
buttons Close Details button 23, 27
See also table window buttons, toolbar buttons CLOSE status 84, 273, 286, 298
Add to Bookmarks 23, 41 columns
Assign Labor 150 database columns 5
Change Status 19 sorting table window columns 24
Close Details 23 COMP status 84, 286
Count Results 41 Companies application 364
Delete 28 actions 365
Detail Menu 32 Addresses tab 365
Done 28 Attached Documents tab 365
Filter Labor to Match Work 150 Branches tab 365
Filter Work to Match Labor 150 Company tab 365
Finish Assignment 150 Contacts tab 365
Go To Work Order Tracking 150 reports 366
Interrupt Assignment 150 Search tab 365
Long Description 32 using 366
Mark Row for Delete 23 Companies List Report 366
Modify Availability 150 company
New Row 28 adding branches 369
Next Page 41 branch hierarchy 368
Next Row 41 branch locations 368
Previous Page 41 deleting company records 370
Previous Row 41 disqualifying as a vendor 370
Refresh 150 entering 367
Select Date 32, 63 storeroom as company 368
Select Value 32 types 366
Select Work Date 150 Complete Receipts action 289
fields 5, 31 H
calculated values 31
data entry 31
default values 31 Help
entering values 61
button 23
Help 33
Field Help 33
key 6 link 15
read-only 31
using this guide with xv
required 31
Hide Table button 102
files 7 hierarchies 8
Filter 25
company branch hierarchy 368
Filter Labor to Match Work action 145
Equipment Assembly Structure 232
Filter Labor to Match Work button 150, 156 failure hierarchy 250
Filter Table button 25
Item Assembly Structure 205
Filter Work to Match Labor action 145
location 242
Filter Work to Match Labor button 150, 153 PM hierarchy 180
Find subtab 37
work order hierarchy 100
Finish Assignment action 145, 166
adding children 104
Finish Assignment button 150, 166 adding tasks 110
forms 6
building 104, 105
change status 108
navigating 103
terms 101
G viewing 102
HISTEDIT status 84
HOLD status 317
Generate Follow-up Work action 87, 127
Generate Work Order action (Condition Monitoring)
255
Generate Work Orders action (Preventive
Maintenance) 171
I
generating a work order
with Condition Monitoring 259 IAS See Item Assembly Structures
with PM application 178
Illustrated Parts Catalog
GL Account codes
editing selections 73
component sequence 75 searching documentation 70
components 74
selecting spare parts 71
defined 74
INPRG status 83, 286, 298
editing 78 Insert New Record button 18
entering 77
internal PR 267
fully defined accounts 76
INTERPT status 167
mandatory components 76 Interrupt Assignment action 145, 165
optional components 76
Interrupt Assignment button 150, 165
partially defined accounts 76
Inventory ABC Analysis Report 186
GL Account Navigator 73 Inventory application 183
Global Navigation Links 15
actions 184
Go To menu 15
Attached Documents tab 184
Go to Results button 18 Inventory tab 184
Go To Work Order Tracking button 150
Reorder Details tab 184
reports 186
Rotating Equipment tab 184
Search tab 184
using 187
Where Used tab 184
M O
Manage All Document Folders action 48 Open Drilldown action 227, 238
Manage Document Library action 48 organization 9
Manage Systems action 239, 243
Manage this Attachment button 47
Mark Row for Delete button 23
masters
Item Master 200 P
PM 177
material receipts 301
materials PAID status 317
defining job plan materials 327, 329 parent-child relationship 8
receiving 302 password 12
MAXIMO Physical Count Adjustment button 198
applications 2 Planned Labor button 116
database 7 Planned Tools button 119
searching 35 planning work 157
hierarchies 8 Plans Module 321
modules 2 PM Hierarchies 180
overview 1 PM See Preventive Maintenance
MAXIMO fields 31 PM WOs Overdue by Priority 172
MAXIMO toolbar 16 PM WOs Overdue by Supervisor 173
measurement points 256 PMs
creating 257 create associated PMs 177
entering measurements 258 creating a master PM 177
limits 257 creating a PM record 174
meters generating a PM work order 178
entering readings 131 hierarchies 180
resetting 227 master PM 177
using 236 masters 80
Modify Availability button 150, 161 priority 176
Move Equipment action 87, 128, 227, 289 seasonal 180
Multisite option 9 setting frequency 174
organization 9 PO See purchase orders
site 9 Point 256
Point Name 256
PR Details Report action 266
PR Lines 268
PR See Purchase Requisition
N precautions
associating with hazards 352
Preventive Maintenance application 170
navigation bar 15 actions 171
navigation links 15 Attached Documents tab 171
networks creating a PM 174
creating 245 Frequency tab 171
viewing 245 Job Plan Sequence tab 171
New Row button 24, 28 Master PM tab 171
Next Page button 23, 41 PM Hierarchies 180
Next Record button 18 PM Hierarchy tab 171
Next Row button 23, 41 PM tab 171
nonstocked items 187, 188 reports 172
null value 40
work plan
creating 92
defined 92
defining labor 95
defining materials 96
defining tasks 94
defining tools 98
editing 93
materials interactions 97
removing 99
selecting multiple labor, materials, or tools 98
work request
creating 141
Work Request List Report 140
work requests
editing 143
viewing 142
Work Requests application 139
and other applications 140
creating 141
reports 140
searching 141
using 141
work tracking 90
Workflow
Route button 19
Workflow Inbox 13
WPCOND status 83
WSCH status 83
Printing History
414