Example use cases: - Equipment certification - Material certification - Personal Certification - Construction and commissioning certification - Regulatory permits - Environmental consents - Inspection certification - Acceptance test certification

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
overview
Certifications

2. Example use cases:
1.Equipment certification
2.Material certification
3.Personal Certification
4.Construction and commissioning
certification
5.Regulatory permits
6.Environmental consents
7.Inspection certification
8.Acceptance test certification
2

3. Certification
process
3
Generic process including regulatory permit process

4. List view
4

5. Certification tab –
Upper half
5

6. Certification tab –
Lower half
6
Note Expiry date is
related to the Extend
Certification Action
Note Expiry date is
related to the Extend
Certification Action

7. Review Actions
7
Review actions provide a way
of adding question and
answer oriented capability
such as a hazard review or a
competency assessment.
These are created from
Standard Actions selected as
Review Actions
Review actions provide a way
of adding question and
answer oriented capability
such as a hazard review or a
competency assessment.
These are created from
Standard Actions selected as
Review Actions
The icons
indicate that
Review Items are
available
The icons
indicate that
Review Items are
available

8. Readings tab
8
Add Readings that need
to be held against the
Certification. These can be
analogue results of a test
or inspection or pass/fail
criteria
Add Readings that need
to be held against the
Certification. These can be
analogue results of a test
or inspection or pass/fail
criteria

9. Checklist tab
9
Add a checklist
associated with the
Certification using
Standard Action
Groups
Add a checklist
associated with the
Certification using
Standard Action
Groups

10. Specification tab
10
Use Classification and
associated Attributes to
enter certification
specific details. In this
case for an instrument
loop under test.
Use Classification and
associated Attributes to
enter certification
specific details. In this
case for an instrument
loop under test.

11. Regulatory Permit
tab
11
This section only
available in
Maximo Oil and
Gas
This section only
available in
Maximo Oil and
Gas
Links to cost
tracking to support
management of
permit fees
Links to cost
tracking to support
management of
permit fees
This tab would
normally be used
only when the record
is regulatory permit
related
This tab would
normally be used
only when the record
is regulatory permit
related

12. Regulatory Permit
tab –
Environmental
Consents sub tab
12
Define multiple different
emission limits or
consents associated with
a regulatory permit
Define multiple different
emission limits or
consents associated with
a regulatory permit
Identifies how
limit values are
being tracked
Identifies how
limit values are
being tracked

13. Review and
Approval
13
Set multiple
reviewers and
approvers as
needed according
to the type of
certification
Set multiple
reviewers and
approvers as
needed according
to the type of
certification

14. Related Records
14
Can relate individual
certification records to
an overall certification
Can relate individual
certification records to
an overall certification
Work Order
created to
carry out the
test
Work Order
created to
carry out the
test
Incident
reported
while testing
Incident
reported
while testing

15. Log
15
Manually
entered log
entries
Manually
entered log
entries
Communication Log
generated automatically
from Create Communication
or Workflow actions
Communication Log
generated automatically
from Create Communication
or Workflow actions

16. Extend
Certification action
16

17. View Extension
History and View
Certification
History
17
View Extension
History
View History

18. Workflow and
Create actions
18
Workflow actions
Create actions

19. List tab Create
from Template
action
19

20. Certification
status
Draft
•All fields editable
Active
 All fields become read only
In Progress
 Synonym of Draft
Completed
 Synonym of Active
Inactive
 All fields read only
20

21. Locations –
Certification tab
21

22. Assets –
Certification tab
22

23. Item Master -
Certifications tab
23

24. People –
Certifications tab
24

25. Hazards -
Certification
25

26. Audit and Survey -
Certifications
26