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Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Solutions
Solutions
Example use cases:
1.Knowledge management
1.Capturing new knowledge
2.Identifying existing knowledge
2
Solutions process
3
List View
4
Solution tab
5
Identify the
symptom or
problem
Identify the
symptom or
problem
Set the context of the
Solution including a
classification for more
structured search
Set the context of the
Solution including a
classification for more
structured search
Solutions tab – Cause
and Resolution
section
6
Identify the
cause relating to
the symptom
Identify the
cause relating to
the symptom
Identify the
resolution of the
symptom or
problem
Identify the
resolution of the
symptom or
problem
Specification tab
7
If the Classification
has attributes these
will be listed here
and can be edited
on the Solution
If the Classification
has attributes these
will be listed here
and can be edited
on the Solution
Ownership tab
8
The Ownership tab is
used to provide
governance and
ownership information
for the Solution
The Ownership tab is
used to provide
governance and
ownership information
for the Solution
Both ownership
and approvals can
be added here.
Both ownership
and approvals can
be added here.
Solutions are System
level records but this
section can be used to
filter records if needed
Solutions are System
level records but this
section can be used to
filter records if needed
Benefits tab
9
Add Impact records
to identify both
benefits and/or
losses associated
with the Solution
Add Impact records
to identify both
benefits and/or
losses associated
with the Solution
Estimated Benefit and
Estimated Benefit
Units are mandatory.
Default to zero if not
required
Estimated Benefit and
Estimated Benefit
Units are mandatory.
Default to zero if not
required
Log tab
10
Communication Log generated automatically
from Create Communication or Workflow
actions
Communication Log generated automatically
from Create Communication or Workflow
actions
Manually
created log
entries
Manually
created log
entries
Related Records
tab
11
Investigation
which was a
driver of the
Solution
Investigation
which was a
driver of the
Solution
Action – View
Investigations
12
Action – Create
Communication
13
Solution Statuses
Draft – All fields are editable.
Active – All fields are editable. Must be in
this status to be associated to another
record.
Inactive – All fields are read only.
14
Solutions –
Business rules
•Lessons Learned? Must be checked for a Solution to be
Associated with the Lessons Learned sub tab on an
Investigation.
•When Lessons Learned? Is checked the Solution record
cannot be associated with any records other than
Investigations (A Lesson Learned may be recorded but
not formally acknowledged as an agreed Solution for
access in other applications.
•When Self-Service Access? Is checked the Solution
record will be visible from the Search Solutions
application in the Self-Service Module, Service Requests
sub module.
15
Self Service
Module – Service
Request sub
module, Search
Solutions
application
16
Note: Search Solutions is not available from the standard Service Requests application
Incidents –
Solutions tab
17
Solutions are editable
on the Investigation or
can be copied over
from a Solution record
Solutions are editable
on the Investigation or
can be copied over
from a Solution record
Investigations –
Solutions tab
18
Whereas on Incidents only a
single Solution can be added on
Investigations multiple Solutions
may be added
Whereas on Incidents only a
single Solution can be added on
Investigations multiple Solutions
may be added
Multiple lessons
learned may be added
to an Investigation.
Lessons Learned?
Must be checked on
the Solution record
Multiple lessons
learned may be added
to an Investigation.
Lessons Learned?
Must be checked on
the Solution record
Solutions and Lessons
Learned are editable
on the Investigation
or can be copied over
from a Solution
record
Solutions and Lessons
Learned are editable
on the Investigation
or can be copied over
from a Solution
record
Solution Search
A ‘Search Solutions’ action is providing in
the following applications:
•Incidents
•Investigations
•Defects
19
Solution Search on
Incidents
20

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Maximo Oil and Gas 7.6.1 HSE: Solutions Overview

  • 1. Maximo Oil and Gas 7.6.1 Maximo HSE Manager 7.6.1 Application Overview Solutions
  • 2. Solutions Example use cases: 1.Knowledge management 1.Capturing new knowledge 2.Identifying existing knowledge 2
  • 5. Solution tab 5 Identify the symptom or problem Identify the symptom or problem Set the context of the Solution including a classification for more structured search Set the context of the Solution including a classification for more structured search
  • 6. Solutions tab – Cause and Resolution section 6 Identify the cause relating to the symptom Identify the cause relating to the symptom Identify the resolution of the symptom or problem Identify the resolution of the symptom or problem
  • 7. Specification tab 7 If the Classification has attributes these will be listed here and can be edited on the Solution If the Classification has attributes these will be listed here and can be edited on the Solution
  • 8. Ownership tab 8 The Ownership tab is used to provide governance and ownership information for the Solution The Ownership tab is used to provide governance and ownership information for the Solution Both ownership and approvals can be added here. Both ownership and approvals can be added here. Solutions are System level records but this section can be used to filter records if needed Solutions are System level records but this section can be used to filter records if needed
  • 9. Benefits tab 9 Add Impact records to identify both benefits and/or losses associated with the Solution Add Impact records to identify both benefits and/or losses associated with the Solution Estimated Benefit and Estimated Benefit Units are mandatory. Default to zero if not required Estimated Benefit and Estimated Benefit Units are mandatory. Default to zero if not required
  • 10. Log tab 10 Communication Log generated automatically from Create Communication or Workflow actions Communication Log generated automatically from Create Communication or Workflow actions Manually created log entries Manually created log entries
  • 11. Related Records tab 11 Investigation which was a driver of the Solution Investigation which was a driver of the Solution
  • 14. Solution Statuses Draft – All fields are editable. Active – All fields are editable. Must be in this status to be associated to another record. Inactive – All fields are read only. 14
  • 15. Solutions – Business rules •Lessons Learned? Must be checked for a Solution to be Associated with the Lessons Learned sub tab on an Investigation. •When Lessons Learned? Is checked the Solution record cannot be associated with any records other than Investigations (A Lesson Learned may be recorded but not formally acknowledged as an agreed Solution for access in other applications. •When Self-Service Access? Is checked the Solution record will be visible from the Search Solutions application in the Self-Service Module, Service Requests sub module. 15
  • 16. Self Service Module – Service Request sub module, Search Solutions application 16 Note: Search Solutions is not available from the standard Service Requests application
  • 17. Incidents – Solutions tab 17 Solutions are editable on the Investigation or can be copied over from a Solution record Solutions are editable on the Investigation or can be copied over from a Solution record
  • 18. Investigations – Solutions tab 18 Whereas on Incidents only a single Solution can be added on Investigations multiple Solutions may be added Whereas on Incidents only a single Solution can be added on Investigations multiple Solutions may be added Multiple lessons learned may be added to an Investigation. Lessons Learned? Must be checked on the Solution record Multiple lessons learned may be added to an Investigation. Lessons Learned? Must be checked on the Solution record Solutions and Lessons Learned are editable on the Investigation or can be copied over from a Solution record Solutions and Lessons Learned are editable on the Investigation or can be copied over from a Solution record
  • 19. Solution Search A ‘Search Solutions’ action is providing in the following applications: •Incidents •Investigations •Defects 19