The document describes changes made to work order tracking and job plans in Maximo versions 7.6.1. For work orders, new fields have been added, sections updated, and additional sub-tabs included for more details. For job plans, similar changes have been made including additional sub-tabs for control of work, risks, review actions, preparation activities and test results. A new "Create Risk Assessment" action has also been added to job plans.

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overviews
Job Plans
Clone
Work Order

2. Work Order
Tracking
Changes to Work Order Tracking:
•New Completion and Reason for Work sections
•New Audit, Condition for Work, Operating Policy and
Assurance Activity fields
•Plans tab, changes to Work Reference Information
section
•Plans tab new Permit and Certificate Type and Risks
sections
•Plans tab, changes to Labor table window
•Related Records new Related Permits to Work and
Isolation Certificates tab and Related Operator Log
Entries table windows
•Changes to Failure Reporting tab
•New Work Details, Control of Work, Risks, Review Actions,
Preparation Activities and Test Results sub tabs
•New Regulation tab
•New Create actions
2

3. Work Order tab –
Completions
section and Audit
field
3
A work order can be
used to schedule an
audit. This field can also
be used to reference an
audit associated with a
Work Order
A work order can be
used to schedule an
audit. This field can also
be used to reference an
audit associated with a
Work Order
This section can be
used where a work
order is associated with
construction or
commissioning work
This section can be
used where a work
order is associated with
construction or
commissioning work

4. Work Order tab –
Reason for Work
section, Operating
Policy, Condition for
Work and Assurance
Activity fields
4
Operating Policy is used to
identify the maintenance
strategy with this work
and will normally be
populated from a Job Plan.
If the Operating Policy
record is checked as an
Assurance Activity the
Assurance Activity field
will be automatically
checked
Operating Policy is used to
identify the maintenance
strategy with this work
and will normally be
populated from a Job Plan.
If the Operating Policy
record is checked as an
Assurance Activity the
Assurance Activity field
will be automatically
checked
Condition for Work
associated with the
Work Order
Condition for Work
associated with the
Work Order
Reason for Work section takes
the Reason for Work field and
Asset/Location Priority to look
up Matrix Priority and Matrix
Index. These values can be
overridden as long as they are
valid Prioritization matrix values
Reason for Work section takes
the Reason for Work field and
Asset/Location Priority to look
up Matrix Priority and Matrix
Index. These values can be
overridden as long as they are
valid Prioritization matrix values

5. Plans tab –
Changes to Work
Reference
Information
section
5
Extra fields to
record as-fixed
values
Extra fields to
record as-fixed
values
Extra field to
record if a test
passes.
Extra field to
record if a test
passes.

6. Plans tab – Permit
and Certificate
Type and Risk
Assessment
sections
6
One type of permit and
one Risk Assessment
can be associated with
each Task
One type of permit and
one Risk Assessment
can be associated with
each Task

7. Plans tab –
Changes to Labor
table window
7
Required qualification can
be used as a reference
where planning is at Craft
level. If Labor is added to
the Task it will be
validated against Required
Qualification
Required qualification can
be used as a reference
where planning is at Craft
level. If Labor is added to
the Task it will be
validated against Required
Qualification

8. Related Records tab –
Related Permits to Work
and Isolation
Certificates, Related
Operator Log Entries
8
Additional table
windows for Permits to
Work and Isolation
Certificates and
Operator Log Entries
Additional table
windows for Permits to
Work and Isolation
Certificates and
Operator Log Entries

9. Failure Reporting
tab changes
9
These sections support
the failure reporting
guidelines set out in
ISO14224
These sections support
the failure reporting
guidelines set out in
ISO14224

10. Details tab – Work
Details sub tab
10
This section is read
only copied over from
the Location on the
Work Order
This section is read
only copied over from
the Location on the
Work Order
Use Review Required?
As a marker that the
work order needs to
be reviewed after
work is completed
Use Review Required?
As a marker that the
work order needs to
be reviewed after
work is completed

11. Details tab – Work
Details sub tab,
Work Details and
Production Impact
sections
11
Work Details section is
defaulted from the
Location on the Work
Order but can be edited
Work Details section is
defaulted from the
Location on the Work
Order but can be edited
An impact record can
be associated with the
Work Order or Loss
Quantity is editable
on the Work Order
An impact record can
be associated with the
Work Order or Loss
Quantity is editable
on the Work Order

12. Details tab -
Preparation
Activities sub tab
12
Use to identify Work
Order as a
preparation activity
associated with a
turnaround,
construction or
commissioning
activity
Use to identify Work
Order as a
preparation activity
associated with a
turnaround,
construction or
commissioning
activity
Specify the type of
preparation activity
and add context
Specify the type of
preparation activity
and add context
Audit record can be
linked here if used
to assess state of
preparedness
Audit record can be
linked here if used
to assess state of
preparedness

13. Details tab –
Preparation
Activities sub tab
13
Standard Actions or
Standard Action
Groups can be used to
create a checklist of
preparation activity
actions
Standard Actions or
Standard Action
Groups can be used to
create a checklist of
preparation activity
actions
Evaluate preparedness
and record decision
making with evidence
Evaluate preparedness
and record decision
making with evidence

14. Details tab -
Control of Work
14
Identify multiple
permits and certificates
associated with the
Work Order
Identify multiple
permits and certificates
associated with the
Work Order

15. Details tab – Risks
sub tab
15
A Work Order may
have one primary risk
assessment and
multiple
supplementary risk
assessments
A Work Order may
have one primary risk
assessment and
multiple
supplementary risk
assessments

16. Details tab -
Review Actions sub
tab
16
Review Actions on the
Work Order can be
used to support a
simplified risk
assessment process.
Review Actions on the
Work Order can be
used to support a
simplified risk
assessment process.

17. Details tab - Test
Results sub tab
17
Multiple test results can be
recorded on the work order
to support performance
standard verification and
recording of results of
construction and
commissioning tests
Multiple test results can be
recorded on the work order
to support performance
standard verification and
recording of results of
construction and
commissioning tests

18. Test Results sub
tab details
18
Multiple test results can be
recorded on the work order
to support performance
standard verification and
recording of results of
construction and
commissioning tests
Multiple test results can be
recorded on the work order
to support performance
standard verification and
recording of results of
construction and
commissioning tests

19. Regulations tab
19
Regulations are copied over
from Job Plans, Assets and
Locations associated with the
Work Order. They can also be
added directly onto the Work
Order
Regulations are copied over
from Job Plans, Assets and
Locations associated with the
Work Order. They can also be
added directly onto the Work
Order
Uncheck ‘Applies to Work
Order’ if the automatically
copied Regulation does
not apply to the Work
Order
Uncheck ‘Applies to Work
Order’ if the automatically
copied Regulation does
not apply to the Work
Order

20. New Create actions
20
Extra Create
Actions added to
the Work Order
Extra Create
Actions added to
the Work Order

21. Job Plans
Changes to Job Plans:
•Changes to Job Plans tab
•Changes to Job Plan Tasks
•Details tab with Control of Work, Risks, Review Actions,
Preparation Activities, Test Results sub tabs
•Regulation tab
•Create Risk Assessment Action
21

22. Job Plan tab –
Changes to Details
section
22
Reason for Work
and associated
Function
Reason for Work
and associated
Function
Only Template Audits may be
added to a Job Plan. If an
Operating Policy is added
which has Assurance Activity?
Checked then the Assurance
Activity field on Job Plan is
checked but can be edited
Only Template Audits may be
added to a Job Plan. If an
Operating Policy is added
which has Assurance Activity?
Checked then the Assurance
Activity field on Job Plan is
checked but can be edited

23. Job Plans tab –
Production Impact
section
23
Identify the outage consequence
of work performed based on this
Job Plan. This can be done by
linking an Impact record or
editing directly on the Job Plan.
A Location Profile can be
reference if the loss varies over
time.
Identify the outage consequence
of work performed based on this
Job Plan. This can be done by
linking an Impact record or
editing directly on the Job Plan.
A Location Profile can be
reference if the loss varies over
time.

24. Job Plan Tasks
24
An Operating Procedure can
be linked to each Job Plan
Task
An Operating Procedure can
be linked to each Job Plan
Task
A single permit and
certificate type and
risk assessment can be
associated at Task
level
A single permit and
certificate type and
risk assessment can be
associated at Task
level

25. Details tab –
Control of Work
sub tab
25
Multiple Permit and
Certificate Types can be
added at Job Plan
header level
Multiple Permit and
Certificate Types can be
added at Job Plan
header level

26. Details tab – Risks
sub tab
26
A Job Plan may have
one primary risk
assessment and
multiple
supplementary risk
assessments
A Job Plan may have
one primary risk
assessment and
multiple
supplementary risk
assessments

27. Details tab –
Review Actions sub
tab
27
Standard Actions or
Standard Actions
Groups can be added as
templates for Review
Actions on a Work
Order
Standard Actions or
Standard Actions
Groups can be added as
templates for Review
Actions on a Work
Order

28. Review Actions sub
tab – Review Action
Details
28
Review Action
Details showing
Review Item on a
Review Action
Review Action
Details showing
Review Item on a
Review Action

29. Details tab –
Preparation
Activities sub tab
29
Indicates that the Job Plan is
related to a preparation
activity
Indicates that the Job Plan is
related to a preparation
activity
Standard Actions and
Standard Action Groups
can be added to create
a preparation activity
checklist
Standard Actions and
Standard Action Groups
can be added to create
a preparation activity
checklist

30. Details tab – Test
Results sub tab
30
Test Results lines
can be added to
identify recording
of results required
on a Work Order
Test Results lines
can be added to
identify recording
of results required
on a Work Order

31. Regulations tab
31

32. Create Risk
Assessment Action
32