Maximo Oil and Gas 7.6.1 HSE: Audit & Survey Overview
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The document provides an overview of the Audit and Survey application in Maximo. It describes the process for conducting audits and surveys, including creating templates, assigning questions, recording findings and recommendations, and tracking follow-ups. Related records like service requests, actions, and work orders can be linked. Audit and survey records can also be associated with locations, assets, job plans, permits, and other Maximo records for tracking and compliance purposes.
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Maximo Oil and Gas 7.6.1 HSE: Audit & Survey Overview
- 1. Maximo Oil and Gas 7.6.1 Maximo HSE Manager 7.6.1 Application overview Audit and Survey
- 2. Audit and Survey Example use cases: 1.Safety audits 2.Safety walks 3.Vendor audits 4.Condition assessment 5.Self-assessment surveys 6.Process audits 2
- 4. Audit and Survey process with statuses 4
- 5. List View 5 Saved query on re-audit dates Saved query on re-audit dates
- 6. Audit and Survey tab – Upper half 6 When this box is checked the Completed By and Completed fields are not displayed. When this box is checked the Completed By and Completed fields are not displayed. When this box is checked a user cannot edit questions or see the Administration section for questions When this box is checked a user cannot edit questions or see the Administration section for questions
- 7. Audit and Survey tab – Lower half 7 When Survey Format? is checked the Completed By and Completed fields are not displayed in order to make the survey confidential When Survey Format? is checked the Completed By and Completed fields are not displayed in order to make the survey confidential
- 8. Questions tab 8 A typical list of questions which can be sequenced and separated into sections A typical list of questions which can be sequenced and separated into sections Numerical values can be added for line score and totalled here using an Automation script or Formula Numerical values can be added for line score and totalled here using an Automation script or Formula
- 9. Question details 9 Detail of the question Detail of the question Response to the question. Can be Yes/No or a long description. Response to the question. Can be Yes/No or a long description. Administration section provides information on scoring of the response. Administration section provides information on scoring of the response.
- 10. Audit and Survey details with Likert Scale selected 10 When Likert Scale is checked the format of the response section for the question is changed to a Likert Scale to support survey style questions When Likert Scale is checked the format of the response section for the question is changed to a Likert Scale to support survey style questions Three types of scale are supported out of the box. Additional scales can be added using extra domain values Three types of scale are supported out of the box. Additional scales can be added using extra domain values Reverse scoring is associated with a reversed score question in a Likert scale Reverse scoring is associated with a reversed score question in a Likert scale
- 11. Findings tab – Finding section 11 Multiple findings can be entered Multiple findings can be entered Reference the question associated with the finding Reference the question associated with the finding
- 12. Findings tab – Recommendation and Follow-up section 12 Recommendation associated with the Finding Recommendation associated with the Finding Follow-up associated with the Finding. Follow-up associated with the Finding.
- 13. Audit Team 13 Create Communication action at line level Create Communication action at line level Group e-mail action for Create Communication to all team members Group e-mail action for Create Communication to all team members Identify audit team members and their role Identify audit team members and their role
- 14. Related Records tab 14 Service Request created to request an audit Service Request created to request an audit Action Tracking records created to manage action associated with Findings Action Tracking records created to manage action associated with Findings
- 15. Specification tab 15 Use Classification to include reference information that does not need scoring or a detailed response Use Classification to include reference information that does not need scoring or a detailed response
- 16. Log tab 16 Manually created audit log entries Manually created audit log entries Communication Log generated automatically from Create Communication or Workflow actions Communication Log generated automatically from Create Communication or Workflow actions
- 17. Audit and Survey actions 17 Workflow Create actions
- 18. Audit and Survey actions 18 Enter Meter Readings
- 19. Audit and Survey Create from Template action 19 Create from Template action on List View Create Template action from main tabs
- 20. Audit field on Investigations 20 An investigation could identify the need for an audit An investigation could identify the need for an audit
- 21. Audit field on Defects 21 Reference the audit that identifies a defect Reference the audit that identifies a defect
- 22. Audit field on Job Plans 22 Template Audit and Survey records can be associated with a Job Plan Template Audit and Survey records can be associated with a Job Plan
- 23. Audit field on Work Order Tracking 23 Audit and Survey field is copied over from a Job Plan or entered directly on the Work Order Audit and Survey field is copied over from a Job Plan or entered directly on the Work Order
- 24. Audit field on Work Order Tracking Preparation Activities 24 An Audit and Survey field can be used a check against readiness status associated with preparation activities An Audit and Survey field can be used a check against readiness status associated with preparation activities
- 25. Audit and Survey field on MOC 25 Audit and Survey field is provided on Closure tab but can be associated at any time Audit and Survey field is provided on Closure tab but can be associated at any time
- 26. Audit and Survey field on Permit to Work 26 Audit and Survey field is provided on Handback and Cancellation tab but can be associated at any time Audit and Survey field is provided on Handback and Cancellation tab but can be associated at any time
- 27. Audit and Survey tab on Locations 27 Provides a life-cycle history of audits at a Location
- 28. Audit and Survey tab on Assets 28 Provides a life-cycle history of audits for an Asset