The document outlines a training program for maintenance and asset management professionals using the Maximo 7.5 system, highlighting its applications in managing work orders, asset location, and planning. It emphasizes the importance of user education and consistent data entry for achieving success in maintenance management and includes an overview of key functionalities such as job plans and preventive maintenance. After completion of the training, participants will be equipped to effectively navigate Maximo and execute various work management processes.

1. EAM Consultant:
D u a n e A r i t o n a n g
@ A r t D u a n e

3. Work Management is designed to cover all of the applications
that would be necessary for maintenance/asset management
professionals in their work roles.
The applications covered include the MAXIMO 7 Environment,
Navigation, Locations, Assets (Equipment), Work Orders
(creation, planning and reporting of actual charges) and
Failure Classifications.
In addition, the Work Planning components are included
which focuses on the roles of Maintenance Craft Leads,
Planners and Supervisors. The content includes Job Plans, PM
Records, Routes and Safety Plans.

4. According to the principles of Total Productive Maintenance
(TPM), the most critical element in accomplishing those goals
is the education, inclusion and responsibility of all related
parties: management, supervisors, planners, mechanics and
data entry personnel.
It is imperative that users are properly trained to make data
entries that accurately and consistently represent the
activities of the Organization – JJ CSI.
This TALIAN training introduces a new user to the powerful
features available in Maximo. The data entered into MAXIMO
7.5 constitutes the source input for measuring maintenance
success, as well as the source for establishment and
evaluation of future policy improvement initiatives.

5. 1. Understand the purpose of the Work Order
module and the general stages of the lifecycle
process.
2. Identify the applications in the Work Order module
that supports the phases in the lifecycle process.
3. Understand how Maximo applications can work
together to manage maintenance work.
4. Planning Work Order
5. Scheduling Work Order
6. Assigning and dispatching Work Order
7. Work Order completion, Reporting and Closure
process

6. Upon the successful completion of this training, the Maximo
user will be able to:
 Accurately and efficiently log into MAXIMO 7.5
 Identify and Utilize Screen Form Conventions
 Successfully navigate to any given Maximo
Application or screen
 Effectively query for Maximo Records
 Understand how to enter Asset and Location records
and their relationship to the Drilldown (Hierarchy)
 Within the confines of the Organization’s Business
Process understand how to create and maintain a
Maximo Job Plan, PM and Work Order

7.  Efficiently plan the usage of labor, materials and tool
resources to build effective Work Plans
 Apply Failure Codes and Remarks to Work Orders
 Electronically enter the actual resource usage and costs
against Work Orders their associated Locations, Assets and
general ledger accounts
 Create and modify Job Plans
 Identify the relationship between Job Plans and the:
 PM and Work Order
 Scheduling of Labor Resources
 Reorder of Planned Materials

8. After attending the Maximo Work Management Training
Workshop, you will have a solid understanding of IBM
Maximo’s capabilities for managing maintenance and
performing day-to-day work management transactions.
This training workshop covers all elements of the work
management process: identification, planning,
scheduling, assignment, execution, completion and
analysis.

9. The Maximo Work Management Training Workshop
covers the following topic areas:
1. The Purpose of Maximo
2. Getting Started in Maximo
3. Screens and Navigation
4. Module / Application Overview
5. Searching and Querying
6. Assets vs. Locations in Maximo
7. Using the Asset / Location Hierarchy
8. Work Order Field Definitions
9. Creating Work Orders

10. 10.Typical Process (Statuses)
11.Reviewing Work Orders
12.Applying Planning Information to your Work Order
(tasks, labor, materials and tools)
13.Assigning Actuals to your Work Order
14.Completing / Closing Work Orders
15.Creating Job Plans
16.Locating and Duplicating Job Plans from the Library
17.Creating Preventive Maintenance (PM) Records
18.Generating PMs
19.Case-Study

11. The Maximo Work Management training workshop covers the
following applications and functionality:
1. Job Plans
2. Preventive Maintenance
3. Work Order Tracking
4. Labor Reporting
5. Quick Reporting
6. Assignment Manager
7. Assets
8. Locations
9. Classifications
10.Failure Codes
11.Labor
12.Crafts
13.Item Master
14.Service Items
15.Tools
16.Inventory

12. EAM Consultant:
D u a n e A r i t o n a n g
@ A r t D u a n e