Module overview: Change Management. This module comprises three applications: 1. Management of Change (MOC) Requests 2. Management of Change (MOC) 3. Improvements. Each application is described in detail more detail in the following slides. A separate presentation covers initial set up and configuration of these applications. Process flow charts used in this presentation are extracted from Blueworks Live.

1. Maximo Oil and
Gas
Maximo HSE
Manager
Module
overview
Change
Management

2. Applications in
Module
This module comprises three applications:
•Management of Change (MOC) Requests
•Management of Change (MOC)
•Improvements
Each application is described in detail
more detail in the following slides. A
separate presentation covers initial set
up and configuration of these applications.
Process flow charts used in this
presentation are extracted from
Blueworks Live.
2

3. MOC Requests
Example use cases
1.It can be used as the first ‘request’
stage of the MOC process
2.It can be used to link a request for
change from Maximo to an external MOC
system
3.It may be the result of an improvement
process
3

4. MOC Request
Process
4

5. List view
5

6. MOC Request tab –
Upper half
6

7. MOC Request tab –
Lower half
7

8. Related Records
tab
8
Follow up MOC
created from
MOC Request
Follow up MOC
created from
MOC Request
Engineering
investigation
related to the
change
Engineering
investigation
related to the
change

9. Log tab
9
Manually
generated Work
Log entries
Manually
generated Work
Log entries
Communication Log
generated automatically
from Create Communication
or Workflow actions
Communication Log
generated automatically
from Create Communication
or Workflow actions

10. MOC Request
Actions
10
Workflow
SLAs
Create Actions

11. MOC Request
Actions
11
View MOC
Request History
View History

12. MOC use cases
Example use cases
1.Plant changes
2.Engineering changes
3.Process and procedural changes
4.Personnel changes
5.Work Order deferrals
12

13. MOC Process
Zoom to view details
13

14. MOC List tab and
available queries
14
MOC
Available
Queries
MOC
Available
Queries

15. MOC tab – Upper
half
15

16. MOC tab – Lower
half
16

17. Projects and Risks
tab
17
Use this section
to enter project
related details
Use this section
to enter project
related details
Use this section
to enter a link to
a Risk
Assessment
where required
Use this section
to enter a link to
a Risk
Assessment
where required

18. Review and Approve
tab
18

19. Pre-Start tab
19

20. Authorize tab
20

21. Pre-Start Safety
Review tab
21
Icon identifies
that additional
Review Items are
associated with
the Review
Action
Icon identifies
that additional
Review Items are
associated with
the Review
Action

22. Pre-Start Safety
Review – Review
Items
22

23. Post-Start tab
23
Go To Operational Actions
application to see Standard
Action status for all
applications in one place
Go To Operational Actions
application to see Standard
Action status for all
applications in one place

24. Closure tab –
Upper half
24

25. Closure tab –
Lower half
25
A separate checklist
of closure actions
can be included on
the Closure tab
A separate checklist
of closure actions
can be included on
the Closure tab

26. Related Records
tab
26
Initiating
MOC Request
Initiating
MOC Request
Work Order used
to implement
change
Work Order used
to implement
change

27. Log tab
27
Manual change
log includes
references from
related MOC
Request
Manual change
log includes
references from
related MOC
Request
Communication Log
generated automatically
from Create Communication
or Workflow actions
Communication Log
generated automatically
from Create Communication
or Workflow actions

28. Specifications tab
28
This tab can be used
to add additional
attribute data to the
MOC associated with
Classification
This tab can be used
to add additional
attribute data to the
MOC associated with
Classification

29. MOC Actions
29
Workflow
SLAs
Create Actions

30. MOC Actions
30
View MOC
History
View History

31. KPIs and Available
Queries embedded
for use with MOC
31
Note: Can be used to create Start Center Portlets as shown in following slides
These KPIs are
delivered out of
the box
These KPIs are
delivered out of
the box
These queries are
delivered out of
the box
These queries are
delivered out of
the box

32. 32
Temporary MOC by
Location Start Center
portlet
Note: Created from Available Query

33. 33
Deferred MOC by
Location Start Center
portlet
Note: Created from Available Query

34. 34
MOC without risk
assessment Start
Center portlet
Note: Created from KPI

35. 35
MOCs with Pre Start
Actions not completed
Start Center portletNote: Created from KPI

36. 36
MOCs with Post Start
Actions not completed
Start Center PortletNote: Created from KPI

37. Improvements use
cases
1.Most types of continuous improvement
methodology
2.Defect elimination
3.Cost/Benefit Analysis
4.Ideas management
5.First stage of a management of change
process
37

38. Improvement
process
38

39. List View
39

40. Improvements tab
– upper half
40

41. Improvements tab
– lower half
41

42. Plans tab
42
Optionally more
complex improvements
can be separated into
Child Improvements
and Tasks
Optionally more
complex improvements
can be separated into
Child Improvements
and Tasks
Use this section
to enter project
related details
Use this section
to enter project
related details

43. Costs and Benefits
Details on Plans
tab
43
Editable fields to
identify basic
cost/benefit
estimates
Editable fields to
identify basic
cost/benefit
estimates
Reference data
from the impact
record
Reference data
from the impact
record

44. Related Records
44

45. Actuals tab
45
Actuals tab can be
used to track actual
benefits against
planned benefits
Actuals tab can be
used to track actual
benefits against
planned benefits

46. Project Details –
Upper half
46

47. Project Details –
Lower half
47
Use to identify team members
associated with an Action team
formed to eliminate a defect or
who are part of an
improvement initiative
Use to identify team members
associated with an Action team
formed to eliminate a defect or
who are part of an
improvement initiative
Embedded Defect Density
calculation
Embedded Defect Density
calculation

48. Log tab
48
Communication Log
generated automatically
from Create Communication
or Workflow actions
Communication Log
generated automatically
from Create Communication
or Workflow actions
Manual change
log
Manual change
log

49. Improvements
Actions
49
Workflow
SLAs
Create Actions

50. Improvements
Actions
50
View Benefits
View History
Use this action to view
summarised impact and cost
estimate information
Use this action to view
summarised impact and cost
estimate information