Example use cases: Production loss reporting Benefits and losses associated with improvement initiatives Benefits and losses associated with Solutions Identification of incident impact

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Benefits and
Losses

2. Benefits and
Losses
Example use cases:
1.Production loss reporting
2.Benefits and losses associated with
improvement initiatives
3.Benefits and losses associated with
Solutions
4.Identification of incident impact
2

3. Loss Reporting
Process
3

4. List View
4

5. Impacts tab,
Losses sub tab
5
Two sub tabs support
both benefit
identification and loss
reporting
Two sub tabs support
both benefit
identification and loss
reporting
This section is populated
when the ‘Record
Production Loss’ button
on Operator Log is used
to create a loss record
This section is populated
when the ‘Record
Production Loss’ button
on Operator Log is used
to create a loss record

6. Impact tab, Losses
sub tab – Related
Assets section
6

7. Impacts tab,
Benefits sub tab
7
This section can be used
to calculate a benefit
based on quantity and
price of a commodity or
product
This section can be used
to calculate a benefit
based on quantity and
price of a commodity or
product
This section provides a
place to hold a high level
estimate and associated
class of estimate
This section provides a
place to hold a high level
estimate and associated
class of estimate

8. Impacts tab,
Benefits sub tab –
Measurements and
Related Assets
sections
8

9. Related Records
tab
9
Work Order
which recorded
the production
loss
Work Order
which recorded
the production
loss
Investigation
into production
loss
Investigation
into production
loss

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. Create Actions
11
Create Investigation
and Create
Communication
Actions
Create Investigation
and Create
Communication
Actions

12. Benefits and
Losses Statuses
•Draft – All fields editable
•Active – All fields read only (other than
Log tab), must be in this status to be
associated to another application
•Inactive – All fields read only, in this
status cannot be associated to another
application
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13. Benefits and
Losses business
rules
1.If Impact Type = Benefit the Losses sub
tab is read only
2.If Impact Type = Loss the Benefits sub
tab is read only
3.Both the Benefits and Losses sub tabs
are editable when Benefit and Losses?
Apply is checked
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14. Improvements – Plans
tab, Costs and
Benefits
14
Impact records applied
to an Improvement.
Impact record must
have Impact Type =
Benefit or Benefits and
Losses Apply? checked
Impact records applied
to an Improvement.
Impact record must
have Impact Type =
Benefit or Benefits and
Losses Apply? checked
See also Actuals tab

15. Solutions –
Benefits tab
15
Impact records applied
to an Improvement.
Impact record must
have Impact Type =
Benefit of Benefits and
Losses Apply? checked
Impact records applied
to an Improvement.
Impact record must
have Impact Type =
Benefit of Benefits and
Losses Apply? checked
Estimated Benefit and
Estimated Benefit Units
editable on the Solution record
are mandatory. Enter zero if
this not not apply and use a
default unit of not applicable
or similar
Estimated Benefit and
Estimated Benefit Units
editable on the Solution record
are mandatory. Enter zero if
this not not apply and use a
default unit of not applicable
or similar

16. Operator Log –
Production Loss
tab
16
Impact records applied
to a Shift Log. Impact
record must have
Impact Type = Loss or
Benefits and Losses
Apply? checked
Impact records applied
to a Shift Log. Impact
record must have
Impact Type = Loss or
Benefits and Losses
Apply? checked

17. Job Plans Details
tab – Production
Impact section
17
Can enter an Impact
record or a Loss
Quantity which is
editable on the Job Plan
Can enter an Impact
record or a Loss
Quantity which is
editable on the Job Plan
Populate Location
Profile if loss
varies over time
Populate Location
Profile if loss
varies over time

18. Preventive
Maintenance tab –
Production Impact
section
18
Can enter an Impact
record or a Loss
Quantity which is
editable on the PM
Can enter an Impact
record or a Loss
Quantity which is
editable on the PM
Populate Location
Profile if loss
varies over time
Populate Location
Profile if loss
varies over time

19. Work Order
Tracking –
Production Impact
tab
19
Can enter an Impact
record or a Loss
Quantity which is
editable on the Work
Order
Can enter an Impact
record or a Loss
Quantity which is
editable on the Work
Order

20. Incident Impact
field
20
Create a new impact
record or it may be
helpful to create a set
of standard impact
records to choose from
Create a new impact
record or it may be
helpful to create a set
of standard impact
records to choose from

21. Location profile
Example use cases:
1.Production profiling
2.Persons on board profiling
3.Working time profiling
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22. Location Profile
process
22

23. List View
23

24. Location Profile
tab
24
Set the context of
the profile
according to the tab
to be populated
Set the context of
the profile
according to the tab
to be populated

25. Production tab
25
Can use these fields if
the period does not
vary over multiple
time periods
Can use these fields if
the period does not
vary over multiple
time periods

26. Persons on Board
tab
26
Persons on Board
can be used for
planning purposes
of could be used to
record actual POB
in more detail
Persons on Board
can be used for
planning purposes
of could be used to
record actual POB
in more detail

27. Working time
27
Working time can
be used to support
creation of KPIs or
reports requiring
working time which
may vary over the
reporting period
Working time can
be used to support
creation of KPIs or
reports requiring
working time which
may vary over the
reporting period

28. Specification tab
28
Use to associate a
product specification
with a production profile
Use to associate a
product specification
with a production profile

29. Log tab
29
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

30. Create
Communication
action
30

31. Location Profile
Statuses
•Draft – All fields editable
•Active – All fields read only (other than
Log tab), must be in this status to be
associated to another application
•Inactive – All fields read only, in this
status cannot be associated to another
application
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32. Location Profile on
other applications
Location Profile fields have been added to
the following applications:
•Job Plans, Job Plan tab, Production
Impact section
•Work Order Tracking, Work Order tab,
Production Impact section
•Preventive Maintenance, PM tab, Production
Impact section
•Benefits and Losses, Losses sub tab
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