Create a new work order in Ibm Maximo

Create a New Work Order
Corrective Maintenance
Created by: Tony Bertram-Maxadmin-CHS

From the Start Center, click on New Work
Order icon in the Quick Insert application

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

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

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

Click on the detailed menu
arrow by Location
WAPPR

On any detailed menu, select the option
that you want to search by. Click on Select
Value

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

1. Select from the list or
browse using next/previous
page
2. Select TK-91

1. Only the first 500
assets can be found
using the browse
next page arrows
2. Type in a description i.e.. TANK
TANK

Use the next page
arrow to scroll
through assets

Select Classification menu arrow and Go
To Classifications

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

Type in a description or use
the next page scroll arrows

Select the Zone that the work
is being performed for

Select the appropriate
charge to

Type in the department, Zone/Facility and
Unit/Bldg. Select the search icon for
Failure Class

Select the Failure Class of
the Asset, use scroll next
or type in a description

Enter the Maintenance Planner’s
Name

1. Check the boxes as appropriate for
the WO to track
2. Select Menu for Job
Plan and select Go To
Job Plans

Select All Records or select Bookmarks
All records displayed
Choose the plan that is appropriate

If this is a plan you want to use for the work, select return with value

Click on the search, then all records

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

Select Priority code,
Priority Justification and
Risk Assessment
Use select
value

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

Now do the same for the Target
Finish. Maximo requires these to
be set before the WO can be
saved

Set month to
September using
the next month
arrow
Set time to
4:30 PM

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

1. Click select value
2. This select value
screen will appear.
Select the person
who reported the
work

1. Select menu
2. Select Value

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.

Type in
persons name
or scroll menu
to next page

Create a new work order in Ibm Maximo

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.

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

Enter estimated duration of work

Select any
value for
inspector,
MP, MV and
date that is
needed

Use the next page arrows to scroll or
type in a persons name and press
enter on keyboard

Click on the persons name to add them to the task

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

Use the select menu arrows to select the right info

Once all information is entered, select the Materials Tab

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

Recommend select go to item master

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

Once you have verified that this is the material or
item you wanted, click on return with value

Fill in Quantity and
Storeroom

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

1. If a select person is to be issued the
materials, check direct issue and Issue to
2. Click on Services Tab

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

Click on New Row to add tools needed

1. Select the task that the tool is needed for

Select which task the tool is for

Select the tool that is required

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

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

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

Click on the related records tab

1. Select any related work orders or tickets that are
associated with this work
2. Click on Actuals Tab

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

Click New Row under Hazards and Precautions

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

Select the Hazard
For training there is only the one hazard listed, in
production there are more to choose from

Click on the Hazardous Materials Tab

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

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.

Here we list hazard that requires lock out or tag out and we use the select menu arrows to
select the hazards

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

Just as before use the select value arrows to select
the values for tagging out items

After selecting all Hazards, Tag Outs and Lock Outs, Click on the Log Tab

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

Click on the Communications Tab

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

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.

The record has now been saved, if you have approval authority,
approve the work

1. Click on the select arrow
2. Click on Approved

Approving the work on any section of the work order
will also approve the task created for the work

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

Create a new work order in Ibm Maximo

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