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Create a new work order in Ibm Maximo

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A Presentation on steeeting up the start center in Maximo. All verisons simular.

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Create a new work order in Ibm Maximo

  1. 1. Create a New Work Order Corrective Maintenance Created by: Tony Bertram-Maxadmin-CHS
  2. 2. From the Start Center, click on New Work Order icon in the Quick Insert application
  3. 3. The application open’s with a Work Order number already inserted into the box. Type in a short description of the work to be performed
  4. 4. Click on the Long Description box to enter a full text edit of the work to be performed or a full explanation of the work needed to be done
  5. 5. 2. Enter only information that can help the worker know what possible tools and materials he/she may need to carry to the work as an initial evaluation of what is to be done 1. Provide as much info as possible 3. Click OK when finished entering description
  6. 6. Click on the detailed menu arrow by Location WAPPR
  7. 7. On any detailed menu, select the option that you want to search by. Click on Select Value
  8. 8. 1. The Select Value box opens and from here we either use the browse next/previous page arrows 2. Or type in a location and press enter on the keyboard
  9. 9. 1. Select from the list or browse using next/previous page 2. Select TK-91
  10. 10. Select Menu arrow Asset
  11. 11. 1. Select Value icon
  12. 12. 1. Only the first 500 assets can be found using the browse next page arrows 2. Type in a description i.e.. TANK TANK
  13. 13. Use the next page arrow to scroll through assets
  14. 14. Select the Asset number
  15. 15. Select Classification menu arrow and Go To Classifications
  16. 16. Type in the item to classify
  17. 17. If this is the item you wanted to classify the WO to select return with value, if not click on List and do another item search
  18. 18. 1. Select Work Type
  19. 19. Select code for Work Type
  20. 20. Select GL Account search icon
  21. 21. Type in a description or use the next page scroll arrows
  22. 22. Select the Zone that the work is being performed for
  23. 23. Select the appropriate charge to
  24. 24. Select the account
  25. 25. Select OK
  26. 26. Type in the department, Zone/Facility and Unit/Bldg. Select the search icon for Failure Class
  27. 27. Select the Failure Class of the Asset, use scroll next or type in a description
  28. 28. Select Code once found
  29. 29. Enter the Maintenance Planner’s Name
  30. 30. 1. Check the boxes as appropriate for the WO to track 2. Select Menu for Job Plan and select Go To Job Plans
  31. 31. Select All Records or select Bookmarks All records displayed Choose the plan that is appropriate
  32. 32. If this is a plan you want to use for the work, select return with value
  33. 33. Select Menu for Safety Plan
  34. 34. Select Go To Safety Plans
  35. 35. Click on the search, then all records
  36. 36. If the plan you want to use is here select it. If not, you can create a safety plan in the Plans Tab on the Work Order Once selected, the plan info will show and select return with value to place the plan on the work order
  37. 37. Select Priority code, Priority Justification and Risk Assessment Use select value
  38. 38. Select Target Start Date
  39. 39. Set the Target Start Date, for training set to September 1st at 08:00 Use the next month arrow and set time to 08:00
  40. 40. Now do the same for the Target Finish. Maximo requires these to be set before the WO can be saved
  41. 41. Set month to September using the next month arrow Set time to 4:30 PM
  42. 42. 1. Set the duration of work, the time in hours to complete the task 2. If this wo is from a service request enter the request number 3. Select if wo can be interrupted
  43. 43. Select who report the work
  44. 44. 1. Click select value 2. This select value screen will appear. Select the person who reported the work
  45. 45. 1. Select menu 2. Select Value
  46. 46. Identifies for whom this work order has been created. For example, if someone did not have access to a computer, another user could create the work order on behalf of that person.
  47. 47. Select Supervisor
  48. 48. Select the Supervisor
  49. 49. Select Lead/Craft
  50. 50. Select Value
  51. 51. Type in persons name or scroll menu to next page
  52. 52. Select Value
  53. 53. Click on the Plans Tab
  54. 54. One task has already been inserted from the Plans that were selected on the work order screen. If another task needs to be created, click on the new row button and input the required information.
  55. 55. 1. Type in a description of the task Repair crack in Coil 2. Click on the long description box and enter a more detailed description of the work
  56. 56. Click OK when finished
  57. 57. Enter estimated duration of work
  58. 58. Select any value for inspector, MP, MV and date that is needed
  59. 59. Select Value
  60. 60. Use the next page arrows to scroll or type in a persons name and press enter on keyboard
  61. 61. Click on the persons name to add them to the task
  62. 62. Click on the Labor Tab
  63. 63. 1. One Craft has already been added from the Plan selected for the work order 2. To Add another Labor, click on new row and select the required information
  64. 64. Use the select menu arrows to select the right info
  65. 65. Select Craft
  66. 66. Once all information is entered, select the Materials Tab
  67. 67. Here a circuit Breaker Lockout kit has already been selected, to add other materials select new row A new row has already been opened, use the select menus to find and enter the materials needed
  68. 68. Recommend select go to item master
  69. 69. Several ways to search for materials, simplest is to type in a description on the item and press enter Gloves Below is the search results, click on an item to open it’s location
  70. 70. Once you have verified that this is the material or item you wanted, click on return with value
  71. 71. Fill in Quantity and Storeroom
  72. 72. Go To Storerooms
  73. 73. Select the arrow by search and select all records Tip: Once you find a storeroom that you will use frequently, bookmark it for future use
  74. 74. Select the storeroom
  75. 75. Click return with value
  76. 76. 1. If a select person is to be issued the materials, check direct issue and Issue to 2. Click on Services Tab
  77. 77. 1. Clicking on Select Standard Services will open this window, usually not used in work order creation 3. Click the Tools Tab 2. Click cancel
  78. 78. Click on New Row to add tools needed
  79. 79. 1. Select the task that the tool is needed for
  80. 80. Select which task the tool is for
  81. 81. Select Value
  82. 82. Select the tool that is required
  83. 83. 1. You may also want to use the Go To Tools option 2. The Tools record opens and from here select search and all records to see a list of available tools
  84. 84. 1. In this training presentation there is only the one tool listed, in the production environment there should be more 2. Click on the tool to open the tool description 3. Once you have verified that this is the correct tool needed for the work, click on return with value
  85. 85. 1. Check the quantity and enter how many of this tool will be needed. Some require more than one of the same tool 2. For some tools you may needed to track the hours that the tool is in use. This would be for tools requiring maintenance on an hour meter and Maximo will track this items hours and keep the record up- to-date 3. If more tools are needed for this task or another task, click on new row to search for the tools
  86. 86. Click on the related records tab
  87. 87. 1. Select any related work orders or tickets that are associated with this work 2. Click on Actuals Tab
  88. 88. 3. Click on Safety Plan Tab 1. The actuals tab is used for keeping track of the actual resources that were used for this work. Labor hours, Materials, Services (could have required any outside contractor that was not initially planned for) and Tools 2. When completing the work order, be sure to fill in the information here so that Maximo can track the cost of this work
  89. 89. Click New Row under Hazards and Precautions
  90. 90. 1. Select any Hazard, Hazardous Materials and Lock Out/Tag Out that may be related to the work assignment. Use the tabs to move through the Safety Plan 2. Click on select menu
  91. 91. Select Value
  92. 92. Select the Hazard For training there is only the one hazard listed, in production there are more to choose from
  93. 93. Click on the Hazardous Materials Tab
  94. 94. To add a hazardous material click on new row 1. Use the select menus to add a hazardous material to the work order and describe each. 2. Search for the type of hazard
  95. 95. Once all hazardous materials have been identified, click on the Lock Out/Tag Out Tab Lock Out and Tag Out of equipment is not just a requirement, it is the core value of any safety program. Click on new row to add requirements for this work.
  96. 96. Here we list hazard that requires lock out or tag out and we use the select menu arrows to select the hazards
  97. 97. 1. You use the same method to select the values as before, do this for each hazard 2. List the Tag Outs for the Hazard above, click new row
  98. 98. Just as before use the select value arrows to select the values for tagging out items
  99. 99. After selecting all Hazards, Tag Outs and Lock Outs, Click on the Log Tab
  100. 100. 1. Here we list notes for the work that is being done, notes maybe to notify others of some problem, a record that needs to be completed, a tool requirement that may not be in the system or any other note that may be of interest to future work on this equipment
  101. 101. Click on the Communications Tab
  102. 102. 1. You use the Create Communication action to send messages about a record via e-mail. When you create a communication, you can use a communication template created in the Communication Templates application, or you can create a free-form communication. You can view any inbound or outbound communications associated with a record in the Communications Log on the Log tab. For more information about communication templates, refer to the Communication Templates in help. 2. Click Failure Reporting Tab
  103. 103. 1. You use the Failure Reporting tab to record and view asset and location problems, causes, and remedies. This data enables you to identify trends and isolate probable causes of breakdowns. You can enter remarks in the Remarks box that will aid in future resolutions of problems associated with the root cause of this failure 2. To change the failure code you must first delete the failure code from the work order page and then select a new code here. 3. After going through each step in creating this work order and proving the information required for the system to track the progress, labor, materials and cost, clickk on the Save icon to save the work order.
  104. 104. The record has now been saved, if you have approval authority, approve the work
  105. 105. 1. Click on the select arrow 2. Click on Approved
  106. 106. Approving the work on any section of the work order will also approve the task created for the work
  107. 107. 1. All work info entered and approved. The work is now pending scheduling by the work scheduler. At any point in creating a work order and you get stuck on something, looking for

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