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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 WorkRequests 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 Masterdata •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 • Systemor 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 OrganisationSite •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 andusers 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 informationincludes • 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 moduletracks 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 Preventivemaintenance (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 monitoringis 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
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- 13. 13 Start Centre Control The StartCenter 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 areassigned 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.
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