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Introducing Maximo

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Introducing Maximo

Maximo functionality

WORK &
ASSET WORK MATERIALS
RESOURCE PROCUREMENT
Management Management Management
scheduling

Locations Work
Work Assignment Purchase
Purchase
Locations Assignment Inventory
Inventory
Orders,
Orders, Manager Req
Req&&
Manager Control
Control Orders
Projects
Projects Orders

Assets
Assets Job
JobPlans
Plans
Safety
Safetyplans
plans Qualifications
Qualifications Item
Item Receiving
Receiving
CUE
CUElibrary
library Master
Master
Preventive
Preventive
Maint.
Maint. Routes
Routes Labour
Labour Companies
Companies
Issues
Issues &&
Transfers
Transfers
Condition
Condition Service
Service Contracts
Contracts
Monitoring
Monitoring Desk
Desk

E-Audit, E-Signature, Security


Escalation, KPI’s, SLAs

Reporting & Integration


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Introducing Maximo

Maximo Modules, Applications

Asset Module Planning Module Preventative


Work Orders Module Safety Module
Asset Records Maintenance
Creating Work Orders Job Plans
Failure Codes
Assignments Routes Hazards
Locations PM Records
Assignment Manager CUE Library Lock Out/Tag out
Equipment Register Condition Monitoring
Labour Reporting Safety Plans Meters
Managing Work Orders

Contracts Module Service Desk Module


Resource Module Purchasing Module Inventory Module
Work Requests
Crafts Purchasing & Inventory Contract Types
Inventory
Labour Records Invoices Labour Rates
Issues and Transfers
Person Records Purchase Orders Master Contracts
Item Master Finance Module
Person Groups Purchase Requisitions Purchase Contracts
Storerooms
Qualifications Receipts Terms & Conditions Chart of Accounts
Request for Quotations Warranty Contracts Cost Management

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Introducing Maximo
Maximo data levels
System
Configuration Master data
•Organisations •Locations
•Sites •Assets
•GL codes •Items Transaction
•Settings •Companies •Work orders
•Roles •People •Inventory
•Security Access •PM •Purchasing
•etc •Job plans •Contracts
•Safety plans •Measurements
•Master contracts •etc
•Condition Monitoring
•Meters etc 3
Data & Security Model

MultiSite Levels
• System or database
Data that is stored at the system level can be accessed by all users who are connected to the Maximo
database. You may also hear this level referred to as "Enterprise level."
• Set
Data that is stored at the Company Set or Item Set level can be accessed by users in the Organizations
that share the Company or Item Set. Each Organization can have only one Company Set and one Item
Set, but more than one Organization can share the same Company or Item Set.
• Organization
Data that is stored at the Organization level can only be accessed by users within a specific Organization.
An Organization can contain one or more Sites. Organization level data can not be shared with other
Organizations. Chart of accounts & base currency defined at the organisation level for each site within the
organisation
• Site
Identifies a work location, such as a plant or facility. Data that is stored at the Site level can only be
accessed by users at the specified Site. Site level data cannot be shared with other Sites or Organizations.

You typically create multiple Sites within an Organization when you want the work management to be
separate,independent sequence of work orders, separate assets and inventory, separate PMs, and so
forth.

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Data & Security Model
Application and Functions by level

Database Set Organisation Site


•Escalations •Condition Codes •Calendars •Equipment(Assets) & Locations
•Labour Rate/Lease/Rental •Company Masters •Chart of Accounts •Assignment manager
contracts •Item Master •Companies •Condition Monitoring
•Master contracts •Service Items •Currency •Inventory
•Master PM •Tools •Exchange rates •Invoices
•Purchase Contracts •Conversion values •Failure Codes •Issues & Transfers
•SLAs •Hazards •Job Plans
•Workflow •Labor •Labor Reporting
•Users •Labor Reporting •Lockouts/tagouts
•Units of measure •Qualifications •PM
•Security groups •Meters •Purchase Orders
•People/Person groups •Reports •Purchase Requisitions
•KPIs •Tax Codes •Receiving
•Classifications •Tools •Reconciliation
•GL code format •Request for quote
•Routes
•Safety plans
•Service Items
•Storerooms
•Workorder tracking

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Data & Security Model
Maximo structure and users

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Asset Register: Equipment and Locations
Location Hierarchy
Locations are arranged into hierarchies, called Systems, within Maximo. Maximo requires that at least one hierarchy called
the Primary System is included, but there is no limit to additional hierarchies.
Primary System
The Primary system is the default hierarchy of locations. There is only one primary system and the single top-level parent
of the primary system is the parent of all other hierarchy systems. All operating assets must be fitted to a location within the
primary system.
Maximo imposes these constraints on the hierarchy :
• There must be a single top-level location;
• Locations may have only one parent in the primary system;
• The Primary System.must identify asset fitted to locations

Additional hierarchy systems


Locations from the primary systems, and additional
locations with no asset records, can be arranged in
alternate hierarchy or network systems. These
systems provide alternate logical models of location
relationships allowing for alternate summary or
navigation methods.

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Work order information includes
• Work summary
• Status and status history
• Location and Asset
• Work priority
• GL code
• Work classification
• Scheduling information
• Responsibility
• Related work
• Planned resources and associated contracts
• Actual resources and associated contracts
• Hazards, precautions and other safety information
• Work and communication log
• Failure reporting
• Attached documents
• And much more
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Work Orders
Safety

The Safety module tracks safety information, which then can be supplied to workers
after it is associated with work order, asset, location, and item records.
This includes information that you might be required by law to provide to your
workers.

•Hazards Used to define hazards that exist in the workplace and define how to eliminate or mitigate them.
•Lock Out/Tag Out Used to create a detailed description of how to eliminate hazards associated with
related assets or locations.
•Precautions Used to define precautions that can be taken to mitigate hazards in the workplace .
•Safety Plans Used to create a detailed plan of how to service assets or locations safely .

If you enter any item ontoa workplan that is also identified in Inventory Control as a hazardous
material, Maximo inserts information for the hazard on the workorder Safety Plan tab.

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Planning
Preventative Maintenance Plans

Preventive maintenance (PM) work is maintenance work performed on a


regular schedule in order to keep assets running efficiently.

• PM records in Maximo drive the automatic generation of work orders.


• Used to create generic preventive maintenance templates. These can be for
preventive maintenance, inspections, or any other type of periodic work.
• You create PM records for a specific asset or location, at a specific Site.
• You can group PM records into hierarchies that reflect asset or location
hierarchies.

Planned work can:


• Be based on time, meter readings or both
• Can forecast ahead, both for time and meters
• Can be constrained to seasons
• Can sequence job plans
• Can generate a work order hierarchy
• Can be constrained to seasons

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Planning
Condition Monitoring

Condition monitoring is tracking measured data for an asset or location and


using that data to predict when preventive maintenance needs to be performed.

The type of data, for example, vibration, pressure, or temperature, depends on


the asset or location.
Maximo uses measurement points as one possible criteria for generating PM work orders. If a
measurement is entered that reaches an upper or lower action limit, a PM work order can be generated
for the asset, either automatically via a cron task, or manually via the Generate Work Order action in the
Condition Monitoring application.

Meters
• gauge meter A measurement point record for a gauge meter contains a range of values. There is an
acceptable, safe operating range, as well as the upper and lower warning and action limits.

• characteristic meter A measurement point record for a characteristic meter contains a specific list of
values. One or more of the values represents an acceptable, safe operating range.

You can have an unlimited number of measurement points for each asset or location
record, but you can only create one measurement point for each meter that exists for
the asset or location.

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Control

Workflow

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Control
The Start Center is a configurable page (Dashboard), that allows you
Start Centre quick access to the tools and KPIs that you use most often.

The Start Center can


contain the following
portlets:
•Bulletin Board
•Quick Insert
•Favorite
Applications
•Inbox/Assignments
•KPI Graph
•KPI List
•Result Set

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Control
Start Centers are assigned to security groups. So, if you belong to more than one security group, you
may see tabs at the top of the page, where each tab is a Start Center page for a different security group.

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Gartner Anaylsis

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