Maximo User Guide version 5.

2Scribd Upload a Document Search Documents Explore DocumentsBooks - FictionBooks - Non-fictionHealth & MedicineBrochures/CatalogsGovernment DocsHow-To Guides/ManualsMagazines/NewspapersRecipes/MenusSchool Work+ all categoriesFeaturedRecentPeopleAuthorsStudentsResearchersPublishersGovernment & NonprofitsBusinessesMusiciansArtists & DesignersTeachers+ all categoriesMost FollowedPopularMohamed Shaalan AccountHomeMy DocumentsMy CollectionsMy ShelfView Public ProfileMessagesNotificationsSettingsHelpLog Out1First Page Previous Page Next Page / 432Sections not available Zoom Out Zoom In Fullscreen Exit FullscreenSelect View Mode View ModeSlideshowScroll Readcast Add a Comment Embed & Share Reading should be social! Post a message on your social networks to let others know what you're reading. Select the sites below and start sharing.Link accountReadcast this DocumentReadcast Complete!Click 'send' to Readcast!edit preferencesSet your preferences for next time...Choose 'auto' to readcast without being prompted.Mohamed ShaalanMohamed ShaalanLink accountAdvancedCancel Add a CommentSubmitshare:Characters: 400 Share & EmbedAdd to Collections Download this Document for FreeAuto-hide: on Users Guide Release 5.2 December 2003 This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no warranties, express or implied, as to the accuracy or completeness of this document or with respect to the related software. 2003 MRO Software, Inc. All rights reserved. This document contains confidential and trade secret information of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.s express written permission is strictly forbidden. Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreign patents pending. Restricted Rights: Use, duplication, and disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227- 7013 (OCT 1988). Trademarks:MA XI MO, Struxure, MAXIMO Enterprise, MAXIMO Extended Enterprise, MAXIMO MainControl for Integrated Supply, MAXIMO Scheduler, MAXIMO Workflow, MAXIMO Analyzer, MAXIMO Buyer, MAXIMO Transportation Manager, Mobile MAXIMO, MAXIMO Mobile Auditor, MAXIMOMobile Inventory Manager, MAXIMO Mobile Work Manager, MRO Online Commerce ServicesSM, MRO Software Operations CenterSM, MAXIMO Integration Adapter, Illustrated Parts Catalog, Standard Modifier Dictionary, and Autocon are registered trademarks or trademarks of MRO Software, Inc. Other products and brand names are trademarks or registered trademarks of their respective companies. IBM and WebSphere are registered trademarks of IBM Corporation. WebLogic is a registered trademark of BEA Systems, Inc. Broadvision and related marks are registered trademarks or trademarks of Broadvision, Inc. webMethods is a registered trademark of webMethods, Inc. Snowbound and RasterMaster are trademarks of Snowbound Software Corporation. Syclo is a

registered trademark of Syclo, LLC. Taxware is a registered trademark, and VERAZIP is a trademark of Taxware International, Inc. Third-Party Technology: Certain MRO Software, Inc., products contain technology provided under license from third parties, as noted in the following table: MRO Software Products Third-Party Information MAXIMO Portions 1995-2000 Actuate Corporation. Portions 1999-2001 BEA Systems, Inc. BEA WebLogic Server provided by BEA Systems, Inc. Portions 1994-2002 IBM Corporation. IBMWebSph ere provided by IBM Corporation. All Products Portions 1995-2000 BroadVision, Inc. BroadVision Business Commerce, BroadVision One-to-One Enterprise, BroadVision One-to-One Publishing, BroadVision Tools provided by BroadVision, Inc. Portions 2000 webMethods, Inc. Portions 2002-2003 Syclo, LLC. webMethods IS, webMethods Developer, and webMethods Integration Server provided by webMethods, Inc. MAXIMO Workflow Portions 1998, 1999 NETRONIC Software GmbH. Illustrated Parts Catalog Portions 1993-2002 Snowbound Software Corporation. RasterMaster Raster imaging technology provided by Snowbound Software Corporation. Portions 1989-1998 Cimmetry Systems, Inc. Online Commerce ServicesPortions TAXWARE International, Inc. TAXWARE VERAZIP Sales/User, STEP provided by TAXWARE International, Inc. Contents Release 5.2, 12/2003 iii About this Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv Who Should Read this Guide?. .. .. . .. . .. .. . .. .. . .. . .. .. . . xv How to Use this Guide. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . xv Notation Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xvi Related Documentation.. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . xvii Support.. . .. . .. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. .xviii Chapter 1: Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 MAXIMO Modules & Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Understanding Databases. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Database Components. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . .. 5 Columns or Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Key Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Rows or Records. .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . .. 6 Tables or Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Relational Databases. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . .. 7 Database Structure in MAXIMO. . . . . . . . . . . . . . . . . . . . . . . . . . 7 Structured Query Language. .. . .. . .. .. . .. .. . .. . .. .. . .. 7 MAXIMO Hierarchies. .. . .. .. . .. . .. .. . .. .. . .. . .. .. . .. 8 Data Sharing Between Applications. . . . . . . . . . . . . . . . . . . . 8 Multisite Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Chapter 2: Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Signing In. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Signature Security. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . .

12 Start Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Starting an Application.. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 13 Application Pages. .. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 14 Browser Menu and Icons. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 14 MAXIMO Navigation Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 MAXIMO Toolbar.. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 16 Current Query Menu. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 16 Quick Key Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Select Action Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Toolbar Buttons. .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 18 Application Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Table Windows.. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 21 Navigating Table Rows (Records).. . .. .. . .. .. . .. . .. .. . . 22 Table Window Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Sorting Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Contents iv Release 5.2, 12/2003 Filtering Table Windows. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 25 Using the Row Details. .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 27 Row Details Buttons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Default Table Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Editable Table Windows. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 29 MAXIMO Fields. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 31 Field Buttons.. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 32 Field Help. .. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 33 Chapter 3: Common Procedures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Searching the MAXIMO Database. . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Searching All Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Narrowing a Search Request. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 36 Using the Find Subtab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Making a Query by Example. . . . . . . . . . . . . . . . . . . . . . . . . 38 Searching Using Wildcard Characters. . .. .. . .. .. . .. . .. .. . . 39 MAXIMO Wildcard Characters. . . . . . . . . . . . . . . . . . . . . . . 39 Placement of Wildcard Characters.. .. .. . .. .. . .. . .. .. . . 39 Querying with SQL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Searching for Null Values. .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 40 Viewing Search Results.. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 41 Refining Search Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . 41 Saving Queries.. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 42 Defining a Query Default. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Using Bookmarks. .. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 43 Adding a Bookmark. .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 43 Deleting a Bookmark.. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 44 Attached Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Attached Documents Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Navigating the Attached Documents Tab.. .. . .. .. . .. . .. .. . . 47 Attached Document Icons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Types of Attachments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Attached Documents Actions. . .. .. . . . . .. .. . .. .. . .. . .. .. . . 48 Using Attached Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Attaching Documents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Adding a File to the Library. .. . .. . .. .. . .. .. . .. . .. .. Adding a Web Page to the Library. . .. .. . .. .. . .. . .. .. . . Adding a DMS Document to the Library. . .. .. . .. . .. .. . . 52 Attaching Library Documents to a Record. .. .. . .. . .. .. . . 54 Creating Attachments. .. . .. .. . .. . .. .. . .. .. . .. . .. .. Viewing Attachments. . . . . . . . . . . . . . . . . . . . . . . . . . 49 51 . . 55 . . . . . . .

56 Deleting Attachments. .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 57 Printing Attachments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Printing a Single Document. . . . . . . . . . . . . . . . . . . . . . . . . . 58 Printing a Work Package. . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Disabling Document Printing.. . .. . .. .. . .. .. . .. . .. .. . . 59 Contents Release 5.2, 12/2003 v Creating a Record. .. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 60 Editing an Existing Record. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Deleting Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Entering Values. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Using the Select Value Button. . . . . . . . . . . . . . . . . . . . . . . . . . . 62 Entering Dates.. .. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 63 Using the Drilldown. .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 64 Understanding the Detail Display. . . . . . . . . . . . . . . . . . . . . 65 Navigating the Hierarchy. .. .. . .. . .. .. . .. .. . .. . .. .. . . 66 Actions Available from the Drilldown. . . . . . . . . . . . . . . . . . 67

Searching the Asset Catalog. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 68 Searching the Illustrated Parts Catalog. .. .. . .. .. . .. . .. .. . . 69 Searching Documentation with the IPC.. . .. .. . .. . .. .. . . 70 Selecting Parts with the IPC. . . . . . . . . . . . . . . . . . . . . . . . . 71 Editing Values Returned by the IPC. . . . . . . . . . . . . . . . . . . 73 Using the GL Account Navigator. . . . . . . . . . . . . . . . . . . . . . . . . 73 Understanding General Ledger Account Codes. . .. . .. .. . . 74 GL Account Components. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 74 Component Sequences. .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 75 Mandatory and Optional Components. .. . .. .. . .. . .. .. . . 76 Fully and Partially Defined Accounts. . . . . . . . . . . . . . . . . . 76 Entering GL Account Codes. . . . . . . . . . . . . . . . . . . . . . . . . . 77 Editing GL Account Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Chapter 4: Work Orders Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Types of Work Orders.. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 80 Creating Work Orders Using MAXIMO. .. .. . .. .. . .. . .. .. . . 81 Work Order Priority. .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 81 Work Order Statuses.. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 83 Work Order Tracking Application. .. .. . .. . .. .. . .. .. . .. . .. .. . . 85 Work Order Tracking Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Work Order Tracking Actions. .. .. . .. . .. .. . .. .. . .. . .. .. . . 87 Work Order Tracking Reports. .. .. . .. . .. .. . .. .. . .. . .. .. . . 89 Using the Work Order Tracking Application. . . . . . . . . . . . . . . . . . . 90 Creating a Work Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Creating a Work Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Applying a Job Plan.. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 92 Editing a Work Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Defining Work Plan Tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . 94 Defining Work Plan Labor Needs.. . .. .. . .. .. . .. . .. .. . . 95 Defining Work Plan Materials Needs.. .. . .. .. . .. . .. .. . . 96 Materials Interactions. .. . .. .. . .. . .. .. . .. .. . .. . .. .. . . 97 Defining Work Plan Tool Needs. . . . . . . . . . . . . . . . . . . . . . . 98 Selecting Multiple Records on Plans and Actuals.. . .. .. . . 98 Removing a Work Plan. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Contents vi Release 5.2, 12/2003 Work Order Hierarchies. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100 Understanding Work Order Hierarchy Terms.. . .. . .. .. . 101 Viewing Work Order Hierarchies.. . .. .. . .. .. . .. . .. .. . 102 Navigating Work Order Hierarchies. . . . . . . . . . . . . . . . . . 103 Building a Work Order Hierarchy. . . . . . . . . . . . . . . . . . . . 104 Adding Children. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Associating Existing Work Orders with a Hierarchy. . . . . 105 Assigning a New Parent to an Existing Work Order. . . . . 106 Applying a Route to a Work Order. . .. .. . .. .. . .. . .. .. . 107 Generating a WO Hierarchy From a PM Hierarchy. .. .. . 108

Changing Status for Hierarchy Records. . . . . . . . . . . . . . . 108 Deleting a Work Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109 Adding Tasks.. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . 110 Assigning Labor to Work Orders. .. . .. . .. .. . .. .. . .. . .. .. . 110 Completing a Labor Assignment. . . . . . . . . . . . . . . . . . . . . 112 Removing a Labor Assignment. . .. . .. .. . .. .. . .. . .. .. . 112 Downtime Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 Types of Downtime. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114 Changing Equipment Up/Down Status. . . . . . . . . . . . . . . . 114 Reporting Downtime. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . 115 Recording Actuals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115 Copying Labor From a Work Plan. . . . . . . . . . . . . . . . . . . . 116 Recording Unplanned Labor Actuals.. .. . .. .. . .. . .. .. . 117 Copying Materials From a Work Plan. . . . . . . . . . . . . . . . . 118 Copying Tools From a Work Plan.. . .. .. . .. .. . .. . .. .. . 119 Adding a Safety Plan to a Work Order. . .. .. . .. .. . .. . .. .. . 120 Applying an Existing Safety Plan to a Work Order. . . . . . 120 Editing Safety Information.. .. . .. . .. .. . .. .. . .. . .. .. . 121 Selecting Safety Hazards. . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Creating a Safety Plan in Work Order Tracking. .. . .. .. . 122 Failure Reporting.. . .. .. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . 123 Recording Failure Data.. . .. .. . .. . .. .. . .. .. . .. . .. .. . 124 Conducting Failure Analysis. . . . . . . . . . . . . . . . . . . . . . . . 125 Quick Reporting Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Quick . . . Quick . 126 Reporting Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127 Reporting Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . 127 Quick Reporting Reports. . .. . .. .. . .. . .. .. . .. .. . .. . .. .. . 129 Using the Quick Reporting Application. . . . . . . . . . . . . . . . . . . . . . 130 Creating a Work Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Entering Meter Readings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131 Reporting Actuals. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132 Labor Reporting Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Labor . . . Labor . 133 Reporting Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 Reporting Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . 134

Common Procedures Release 5.2, 12/2003 63 Entering Dates You can use the following keyboard shortcuts to enter a date into anyDate field: You can also click the Select Date button to display the Select Date dialog box. This dialog displays the current and next month with the current date highlighted. You can navigate forward and backward in two-month increments, or search by month and year. To select dates, complete the following steps: 1. Click Select Date next to a field that requires a date. The Select Date dialog box appears. 2. If necessary, navigate to the correct date. TIP You can use the following keyboard shortcuts when using the Select Date dialog. 3. Click a date to select it. MAXIMO returns the value to the field on the application screen. Function Keyboard Shortcut Insert todays date CTRL + = Move back one day CTRL + MINUS SIGN Move forward one day CTRL + PLUS SIGN Button Function Keyboard Shortcut Next Month CTRL +$ Previous Month CTRL +% Next Year CTRL +" Previous Year CTRL +# Entering Values 64 Release 5.2, 12/2003 Using the Drilldown The Equipment/Location Drilldown is a lookup that allows you to navigate the location and equipment hierarchies through a graphical tree, much like much like Windows Explorer lets you find files on a computer hard drive. The Drilldown is available from the Detail Menu on theEquipment,Location, and some Belongs To fields throughout MAXIMO, and from the Select Action menu in the Equipment and Locations applications. The location hierarchies displayed in the Drilldown are created in the Locations application, and the equipment assembly structures displayed are built in the Equipment application. Drilldown Common Procedures Release 5.2, 12/2003 65 Understanding the Detail Display The Drilldown contains two tabs, Locations and Equipment. Readonly fields in the header for each tab display the details of the location or equipment currently in focus. Locations Tab Details Fields Equipment Tab Details Fields Field Description Location Location ID Description Description (including long description) of the location. Status Status of the location (for example planned or operational). Equipment Equipment ID of the equipment at the location currently in focus. An equipment ID is only displayed if there is a single piece of equipment or a single top-level equipment at the location. A message is displayed if either no equipment or more than one top-level piece of equipment exists at the location. A top-level equipment is a piece of equipment that does not have a parent in the same location. Description Description (including long description) of the equipment. Displayed only if an equipment ID is displayed. System Field indicating all the systems that are associated with the selected location. The system for the hierarchy tree currently displayed is highlighted. Field Description Equipment Equipment ID Description Description (including long description) of the equipment. Up? Check box indicating if the equipment is up and running (checked) or experiencing downtime (unchecked). Failure Class Failure Class for the equipment. Location Location of the equipment. Item Item ID if the equipment is a piece of rotating equipment. Warranty Date Warranty expiration date for the equipment. Entering Values 66 Release 5.2, 12/2003 Navigating the Hierarchy You can switch back and forth between locations and equipment by selecting the appropriate tab on the Drilldown. You can select a location, then switch tabs to view the equipment at that location. Or you can drill down to a piece of equipment, then switch tabs to see its location, and the system(s) that location belongs to. A plus sign next to an entry in the Drilldown indicates that there are further levels in the hierarchy. Click the plus sign to display the next level of the hierarchy. A minus sign next to an entry in the Drilldown indicates that the

level is open and displaying the next hierarchy level. Click the minus sign to close the hierarchy level. A dot indicates that the location or equipment does not have any children and there are no further levels in the hierarchy. Common Procedures Release 5.2, 12/2003 67 Actions Available from the Drilldown Both the Locations and Equipment tab of the Drilldown contain the following buttons: !Show Path to Top Click to display the direct path from the selected location or equipment to the top of the current hierarchy. NOTE Networked location systems display the Networked Systems icon next to the Show Path to Top button, and the button is disabled. !View Work Orders & PMs Click to display all work orders, PMs, routes, and service contracts for an equipment or location. !Select Record Click the Select Record icon to select a location or equipment and return the value to the application page. If the Drilldown is called from an application that contains bothLocation andEquipment fields you can call the Drilldown from either field, select either a location or an equipment, and the value will be returned to the appropriate field, regardless of which field the Drilldown was launched from. If permitted by the business rules of the application, both the location and equipment values are returned to the application. Entering Values 68 Release 5.2, 12/2003 Searching the Asset Catalog The Asset Catalog is a structured list of items and equipment organized by their attributes, such as type, color, or unit of measure. You build the Asset Catalog using the Specifications tab of the Item Master, Equipment, and Locations applications. For more information about the Asset Catalog see Understanding the Asset Catalog on page 222, or refer to the Help. To search the Asset Catalog from theEquipm ent,Location, or Item field of any application, complete the following steps: 1. Click the Detail Menu button and choose Asset Catalog Search. The Asset Catalog Search page appears, displaying all Classification (Level 1) categories. 2. Select a Classification category. The Asset Catalog Search page displays the Subclassification (Level 2) categories. 3. Select a Subclassification category. The Asset Catalog Search page displays the items, equipment, or locations that match the specified Classification and Subclassification. NOTE Your system administrator can make an additional three levels of Subclassifications available. 4. Select an asset. The value is returned to theEquipment orLocation field in the application. Common Procedures Release 5.2, 12/2003 69 Searching the Illustrated Parts Catalog The Illustrated Parts Catalog (IPC) is an application option for MAXIMO. If your company has not purchased this option and you try to access the IPC, you receive a message that the IPC is not installed and cannot be accessed. The IPC increases maintenance productivity by letting you identify and verify parts data rapidly and accurately. The IPC is an electronic reference system for your maintenance documentation, a visual identification system for parts, equipment, and locations, and a resource that can return part related information to MAXIMO. The IPC also lets you load complete equipment bills-of-material into MAXIMO. The IPC can provide skilled trades, planners, and storeroom personnel with instant access to detailed parts illustrations, parts catalogs, engineering drawings, service documentation, photographs, maintenance manuals, Material Safety Data Sheets, and various other technical and service bulletins. This information can be provided through a variety of customer specific indexes and visual drilldowns for equipment and locations. You can access the IPC in several ways: !From an Attached Documents tab you can search for and view documentation and to print copies of original drawings, parts illustrations, and other reference material associated with

parts and equipment. !From Spare Parts tabs, Materials subtabs, or any table window that contains the Select Spare Parts button you can use the IPC to visually identify, select, and return a list of parts to MAXIMO. !From the Start Center (if configured). For example, an IPC button can be configured to go to the IPC selection index for a particular piece of equipment or part, or to a site drilldown allowing you to identify a specific piece of equipment by working through a pictorial hierarchy. !From a MAXIMO Detail Menu (if configured). For example, from the Detail Menu of theLocation field on an Equipment screen. For more information about the IPC, refer to the IPC Help. Entering Values 70 Release 5.2, 12/2003 Searching Documentation with the IPC NOTE You must run the IPCs Attached Document Loader utility to create links for attached documents. For more information about this utility, refer to the IPC Control Center System Administrator Guide. To search documentation with the IPC, complete the following steps: 1. Open the Equipment, Locations or Inventory application. 2. Enter the equipment, location, or item whose documentation you want to view and clickFind. The equipment, location, or item record opens. 3. Click the Attached Documents tab. The Attached Documents tab appears. 4. Expand the IPC topic (for example, IPCEQ: IPC Equipment Manuals for equipment). A list of documents related to the equipment, location, or item appears. 5. Click a document. For equipment, a new window opens with the IPC displaying the table of contents for the selected document. For a location, a new window opens with the IPC displaying an index of documents related to that location. For an item, a new window opens with the IPC displaying the document in the View Documents page. 6. For equipment and locations, click a topic to open a document. The IPC switches from the Index tab to the View tab and displays the View Documents page. Common Procedures Release 5.2, 12/2003 71 7. On the View Documents page, you can click !the Document subtab to see an exploded parts diagram !the BOM (Bill of Materials) tab to see the spare parts list ! the Document & BOM subtab to see both the parts diagram and the spare parts list NOTE All items in the BOM have a red flag in the Select column. This indicates that you cannot select and return these parts to the MAXIMO application you came from. Selecting Parts with the IPC You can use the Illustrated Parts Catalog to visually identify parts to be used for maintenance work, create a list of needed parts, then return the list to MAXIMO. To select spare parts using the IPC, first you must enter the IPC from a MAXIMO application that has a Select Space Parts button. For example: 1. Choose either Equipment > Equipment from the Go To menu. 2. Click the Spare Parts tab. To select spare parts using the Illustrated Parts Catalog, complete the following steps: 1. Click Select Spare Parts. The Select Equipment Spare Parts page appears.The cursor is in theEquipment field. 2. If you know the equipment number you want to search for, type it in the Enter Equipment to Search for Spare Parts field; otherwise, leave the field empty. Entering Values 72 Release 5.2, 12/2003 3. Click Search the IPC. If you entered an equipment number, the Search IPC page appears with the table of contents for the manual(s) associated with that equipment. If you left theEquipm ent field

blank or MAXIMO did not find the number you entered, the Search IPC page appears at the selection index. 4. If you are on the Selection subtab, go to the needed manual and click its name to open it. The IPC switches from the Selection to the Table of Contents subtab. 5. If the manual has a Parts section, go to it and click a topic to open a document. The IPC switches from the Index tab to the View tab and displays the View Documents page. 6. In the View Documents page, you can perform the following tasks: !Click the Document subtab to view an exploded parts diagram !Click the BOM (Bill of Materials) tab to view the spare parts list !Click the Document & BOM subtab to view both the parts diagram and the spare parts list 7. Select spare parts by doing either of the following tasks: !Click the hotspot for the part on a document. The TP number appears to indicate selected parts. !Select the check box next the part in the BOM. 8. Click the Return With Selected Parts link in the upper right corner of the page. The IPC returns the selected spare parts to the MAXIMO application table window. Common Procedures Release 5.2, 12/2003 73 Editing Values Returned by the IPC If you select a part in error, you can mark the row for deletion. If you must modify values returned by the Illustrated Parts Catalog, for example, quantity or unit cost, use the Row Details. To edit values returned by the IPC, complete the following steps: 1. Click View Details (triangle). The Row Details open. 2. Enter or edit the field data. 3. Choose one of the following options: !New Row to add another row !Done to close the Row Details !Delete to delete the row 4. ClickSave. NOTE If you receive validation warnings, correct them by editing each row in the current MAXIMO application. NOTE You can click Select Spare Parts to return to the IPC, add more parts, and click Return With Selected Parts to return the selected parts to the MAXIMO application. Using the GL Account Navigator Your company creates General Ledger (GL) accounts to track expenses. GL accounts can be created for various entities within a company (locations, equipment, tools, and so on). GL Account codes identify GL accounts. Since companies typically charge the cost of a work order to the location where work is performed, MAXIMO automatically charges work costs to a location rather than to equipment at that location. However, if the equipment on a work order has a GL account specified, MAXIMO overrides the GL account code for a work order location with the code for equipment entered at that Using the Crafts Application 388 Release 5.2, 12/2003 Disassociating a Labor Record with a Craft After you delete a labor record from the Associated Craft table window, the labor is no longer associated with that craft. You are not deleting the labor record from the database, only removing the relationship between that labor record and the craft. You might disassociate a labor record if the worker passes a certification that moves him or her from one craft level to another, for example, from an apprentice electrician to a journeyman electrician. To remove a craft association from a labor record, complete the following steps: 1. Open the Crafts application. 2. Open the craft record using the Search tab. 3. Locate the labor record in the table. If there are a large number of records,

you can use the table filter to locate a record. 4. Click Mark Row for Delete. A line is drawn through the record and the Mark Row for Delete button changes to an Undelete Rowb u t to n. 5. ClickSave. MAXIMO deletes the Labor Record from the Associated Labor table window. Labor Groups Application Resources Module Release 5.2, 12/2003 389 You can use the Labor Groups application to view existing Labor Groups and to define new ones. After you define these groups, you can go to the Labor Groups field of a work order and select a predefined Labor Group. To access the Labor Groups application, select the Resources icon on the MAXIMO Start Center, then choose Labor Groups or use the Go To link. Labor Groups Application Labor Groups Application 390 Release 5.2, 12/2003 Labor Groups Tabs The Labor Groups application page contains three tabs: !Search Use to search the database using any combination of available fields. !Labor Group Use to enter, view, or modify Labor Groups. !Attached Documents Use to attach documents outside the MAXIMO database to a record. Once a document is attached, you can view, modify, and print the document from this tab. Labor Groups Actions The following actions are available from the Labor Groups Select Action Menu: Run Reports Use to access the reports available for the current application. Print with Attachments Use to print all documents associated with a record through Attached Documents. Duplicate Labor Group Use to create a copy of the current record with the same settings or values, which then can be modified and saved as a new record. Delete Labor Group Use to delete the current record from the MAXIMO database. Add to Bookmarks Use to add the current record to your personal bookmark list. For more information about using these actions, refer to the Help. Labor Groups Reports The following report is available for the Labor application: Labor Group List Report Lists Labor Group and description for selected records. Using the Labor Groups Application Resources Module Release 5.2, 12/2003 391 A labor group is a group of workers who typically have the same skills, levels of authority, and security clearances. The labor groups application is used to view existing Labor Groups and to define new groups. After creating a labor group in this application, you can assign responsibility for a work order to a labor group. Work Order Tracking lets you assign responsibility for work orders to a supervisor, a lead craft or person, or a labor group. Labor groups are also used in conjunction with the Workflow option. When Workflow routes a document, for example, a work order or purchase order, one option is to send it to a labor group. It is automatically sent to everyone in the group, or Workflow can automatically pick someone in the group whose calendar indicates that they are available. Defining a Labor Group To define a labor group, complete the following steps: 1. Open the Labor Groups Application 2. Click the New Labor Group button on the toolbar. MAXIMO switches to the Labor Groups tab, displaying a new Labor Groups record. 3. Enter aDescription for the labor group. 4. Click Detail Menu on the Default Workflow Assignee field and choose Select Value. The Select Labor Code page appears. 5. You can use the options at the top of the page and the table filter to locate a Labor or Craft record. 6. Click Select Record for the Labor or Craft record. MAXIMO copies the value to the field. 7. ClickSave. Using the Labor Groups Application 392 Release 5.2, 12/2003 Associating Labor

with a Labor Group To associate a labor record with a labor group, complete the following steps: 1. Open or create a Labor Group. 2. Select New Row in the Lead Craft/Person table window. The Row Details open. 3. Click the Detail Menu button on theCode field and choose Select Value. The Select Labor Code page appears. 4. Click the Select Record button next to the record. If there are a large number of records, you can use the table filter to locate a record. MAXIMO copies the Labor data to the Row Details. 5. You can enter a Sequence if you use Workflow. 6. Choose one of the following options: !New Row to add another row !Done to close the Row Details !Delete to delete the row 7. ClickSave. Defining Alternates If you use Workflow, you can define alternates for each Lead Craft/ Person to handle approvals when they are unavailable. To define alternates for a Lead Craft/Person, complete the following steps: 1. Open the Labor Groups application. 2. Open a labor group record. Resources Module Release 5.2, 12/2003 393 3. Select a Lead Craft/Person record. 4. Click New Row in the Alternates For table window. The Row Details open. 5. Click the Detail Menu button on theC od e field and choose Select Value. The Select Labor Code page appears. 6. Click the Select Record button next to the record. If there are a large number of records, you can use the table filter to locate a record. MAXIMO copies the record to the Row Details. 7. You can enter aSequence if you use Workflow. 8. Choose one of the following options: !New Row to add another row !Done to close the Row Details !Delete to delete the row 9. ClickSave. Index Release 5.2, 12/2003 411 user name 12, 13 access rights12 Vvendor items requisitioning271 Vendor Items button271 vendors defining in Companies application36 6 disqualifying370 View Blanket PO action289 View Costs action88, 100, 128 View Details button23, 27 View Entire Plan action88 View Equipment Move History action227 View Follow-up Work action88, 12 8 View Inventory Transactions action185 View Invoice Lines action289 View Item Availability action1 85 View PO Information action88, 128 View PR Line Items action289 View Sequence action171 View Status History action227, 238 View Status/Workflow History action87, 127, 265, 276, 288, 309 View Totals action324 View Vendor Analysis action185 View Work Order & PMs button67 View Work Orders and PMs action227, 239 View Workflow Help action87, 127, 265, 276, 288, 309 View/Modify Parents action2 39 W WAITASGN status 167 WAPPR status83, 273, 2 98, 31 7 Web pages adding to the Library51 wildcards39 placement39 using39

WMATL status83 workdispatching164 reassigning16 2 rescheduling162 un-assigning162 work assets3 31 Work Assignment Report146 Work List149, 151 color coding152 filtering153 Work Order Assignment Report89 Work Order Details Report89, 129, 140 Work Order Details Report action88, 128 Work Order List Report8 9 Work Order Material Shortage Report89 Work Order Pick report89 Work Order Tracking application85 actions87 Actuals tab86 Assignments tab86 Attached Documents tab86 Failure Reporting tab86 Plans tab8 6 reports89 Safety Plan tab86 Search tab86 using90 Work Order tab86 work orders adding children to the hierarchy104 adding safety plans120 applications used to create81 applying routes to107 assigning a new parent10 6 assigning labor110 associating with a hierarchy105 building a WO hierarchy1 04 building hierarchy on Plans tab110 change status108 completing labor assignments112 corrective80 creating90 creating using Quick Reporting130 deleting109 emergency80 event report80 generating a PM work order178 generating hierarchy from PM hierarchy10 8 hierarchy100 hierarchy terms101 navigating a WO hierarchy103 preventive maintenance masters80 priority81 removing labor assignments112 statuses83 types8 0 viewing a hierarchy102 Work Orders Module79 Index 412 Release 5.2, 12/2003 work plan creating92 defined92 defining labor95 defining materials96 defining tasks94 defining tools98

editing93 materials interactions97 removing99 selecting multiple labor, materials, or tools98 work request creating141 Work Request List Report140 work requests editing143 viewing142 Work Requests application139 and other applications140 creating141 reports140 searching141 using141 work tracking90 Workflow Route button19 Workflow Inbox13 WPCOND status83 WSCH status83 ZZero Equipment Costs action 227 Zero Year to Date Hours action385 Zero Year to Date Quantities action18 5 Zero Year to Date Totals action380 Printing History Release 5.2, 12/2003 413 Printing History Edition Date Release 1 August 2003 Release 5.2 2 December 2003 Release 5.2 414 MPD0935-52MAXUG-02-Eng-12/2003 Maximo User Guide version 5.2 Download this Document for FreePrintMobileCollectionsReport DocumentReport this document?Please tell us reason(s) for reporting this document Spam or junk Porn adult content Hateful or offensiveIf you are the copyright owner of this document and want to report it, please follow these directions to submit a copyright infringement notice.Report Cancel This is a private document. Info and Rating Reads:18,232Uploaded:02/04/2009Category:How-To Guides/ManualsRated:(16 Ratings)Copyright:Attribution Non-commercialMaximo User Guide version 5.2 for Computerized Maintenance Management System (CMMS) planningsoftwareGuideManualmaintenancemanualsMaximocmmsHow-To & DIYplanningsoftwareGuideManualmaintenancemanualsMaximocmmsHow-To & DIY(fewer) Wattana Ratchatam...Share & Embed Related Documents PreviousNext p. p. p. p. p. p. p. p. p. p. p. p. p. p. p. p. p. p. p.

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