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Maximo functionality
ASSET
Management
MATERIALS
Management
AssetsAssets
Inventory
Control
Inventory
Control
E-Audit, E-Signature, Security
Escalation, KPI’s, SLAs
Reporting & Integration
WORK
Management
Work
Orders,
Projects
Work
Orders,
Projects
Preventive
Maint.
Preventive
Maint.
Job Plans
Safety plans
CUE library
Job Plans
Safety plans
CUE library
PROCUREMENT
Purchase
Req &
Orders
Purchase
Req &
Orders
WORK &
RESOURCE
scheduling
LocationsLocations
CompaniesCompanies
ReceivingReceiving
ContractsContracts
Service
Desk
Service
Desk
RoutesRoutes
Condition
Monitoring
Condition
Monitoring
QualificationsQualifications
Assignment
Manager
Assignment
Manager
LabourLabour
Item
Master
Item
Master
Issues &
Transfers
Issues &
Transfers
Introducing Maximo
2
Service Desk Module
Work Requests
Finance Module
Chart of Accounts
Cost Management
Maximo Modules, Applications
Contracts Module
Contract Types
Labour Rates
Master Contracts
Purchase Contracts
Terms & Conditions
Warranty Contracts
Resource Module
Crafts
Labour Records
Person Records
Person Groups
Qualifications
Inventory Module
Inventory
Issues and Transfers
Item Master
Storerooms
Purchasing Module
Purchasing & Inventory
Invoices
Purchase Orders
Purchase Requisitions
Receipts
Request for Quotations
Asset Module
Asset Records
Failure Codes
Locations
Equipment Register
Planning Module
Job Plans
Routes
CUE Library
Work Orders Module
Creating Work Orders
Assignments
Assignment Manager
Labour Reporting
Managing Work Orders
Safety Module
Hazards
Lock Out/Tag out
Safety Plans
Preventative
Maintenance
PM Records
Condition Monitoring
Meters
Introducing Maximo
3
System
Configuration
•Organisations
•Sites
•GL codes
•Settings
•Roles
•Security Access
•etc
Master data
•Locations
•Assets
•Items
•Companies
•People
•PM
•Job plans
•Safety plans
•Master contracts
•Condition Monitoring
•Meters etc
Transaction
•Work orders
•Inventory
•Purchasing
•Contracts
•Measurements
•etc
Maximo data levels
Introducing Maximo
4
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.
Data & Security Model
5
Database Set Organisation Site
•Escalations
•Labour Rate/Lease/Rental
contracts
•Master contracts
•Master PM
•Purchase Contracts
•SLAs
•Workflow
•Users
•Units of measure
•Security groups
•People/Person groups
•KPIs
•Classifications
•GL code format
•Condition Codes
•Company Masters
•Item Master
•Service Items
•Tools
•Conversion values
•Calendars
•Chart of Accounts
•Companies
•Currency
•Exchange rates
•Failure Codes
•Hazards
•Labor
•Labor Reporting
•Qualifications
•Meters
•Reports
•Tax Codes
•Tools
•Equipment(Assets) & Locations
•Assignment manager
•Condition Monitoring
•Inventory
•Invoices
•Issues & Transfers
•Job Plans
•Labor Reporting
•Lockouts/tagouts
•PM
•Purchase Orders
•Purchase Requisitions
•Receiving
•Reconciliation
•Request for quote
•Routes
•Safety plans
•Service Items
•Storerooms
•Workorder tracking
Application and Functions by level
Data & Security Model
6
Maximo structure and users
Data & Security Model
7
Location Hierarchy
Asset Register: Equipment and Locations
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.
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.
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
8
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
9
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.
Work Orders
10
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
Planning
11
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.
Planning
12
Workflow
Control
13
Start Centre
Control
The Start Center is a configurable page (Dashboard), that allows you
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
14
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.
15
Gartner Anaylsis

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ibm_maximo

  • 1. 1 Maximo functionality ASSET Management MATERIALS Management AssetsAssets Inventory Control Inventory Control E-Audit, E-Signature, Security Escalation, KPI’s, SLAs Reporting & Integration WORK Management Work Orders, Projects Work Orders, Projects Preventive Maint. Preventive Maint. Job Plans Safety plans CUE library Job Plans Safety plans CUE library PROCUREMENT Purchase Req & Orders Purchase Req & Orders WORK & RESOURCE scheduling LocationsLocations CompaniesCompanies ReceivingReceiving ContractsContracts Service Desk Service Desk RoutesRoutes Condition Monitoring Condition Monitoring QualificationsQualifications Assignment Manager Assignment Manager LabourLabour Item Master Item Master Issues & Transfers Issues & Transfers Introducing Maximo
  • 2. 2 Service Desk Module Work Requests Finance Module Chart of Accounts Cost Management Maximo Modules, Applications Contracts Module Contract Types Labour Rates Master Contracts Purchase Contracts Terms & Conditions Warranty Contracts Resource Module Crafts Labour Records Person Records Person Groups Qualifications Inventory Module Inventory Issues and Transfers Item Master Storerooms Purchasing Module Purchasing & Inventory Invoices Purchase Orders Purchase Requisitions Receipts Request for Quotations Asset Module Asset Records Failure Codes Locations Equipment Register Planning Module Job Plans Routes CUE Library Work Orders Module Creating Work Orders Assignments Assignment Manager Labour Reporting Managing Work Orders Safety Module Hazards Lock Out/Tag out Safety Plans Preventative Maintenance PM Records Condition Monitoring Meters Introducing Maximo
  • 3. 3 System Configuration •Organisations •Sites •GL codes •Settings •Roles •Security Access •etc Master data •Locations •Assets •Items •Companies •People •PM •Job plans •Safety plans •Master contracts •Condition Monitoring •Meters etc Transaction •Work orders •Inventory •Purchasing •Contracts •Measurements •etc Maximo data levels Introducing Maximo
  • 4. 4 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. Data & Security Model
  • 5. 5 Database Set Organisation Site •Escalations •Labour Rate/Lease/Rental contracts •Master contracts •Master PM •Purchase Contracts •SLAs •Workflow •Users •Units of measure •Security groups •People/Person groups •KPIs •Classifications •GL code format •Condition Codes •Company Masters •Item Master •Service Items •Tools •Conversion values •Calendars •Chart of Accounts •Companies •Currency •Exchange rates •Failure Codes •Hazards •Labor •Labor Reporting •Qualifications •Meters •Reports •Tax Codes •Tools •Equipment(Assets) & Locations •Assignment manager •Condition Monitoring •Inventory •Invoices •Issues & Transfers •Job Plans •Labor Reporting •Lockouts/tagouts •PM •Purchase Orders •Purchase Requisitions •Receiving •Reconciliation •Request for quote •Routes •Safety plans •Service Items •Storerooms •Workorder tracking Application and Functions by level Data & Security Model
  • 6. 6 Maximo structure and users Data & Security Model
  • 7. 7 Location Hierarchy Asset Register: Equipment and Locations 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. 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. 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
  • 8. 8 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
  • 9. 9 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. Work Orders
  • 10. 10 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 Planning
  • 11. 11 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. Planning
  • 13. 13 Start Centre Control The Start Center is a configurable page (Dashboard), that allows you 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
  • 14. 14 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.