Maximo Training - Work Management
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This document provides an overview of IBM Maximo Asset Management's Work Management module. It describes how work orders, preventive maintenance, job plans, and other applications are used to manage maintenance work. Key processes include generating work orders from preventive maintenance records and service requests, planning work using job plans, and tracking work orders through their lifecycle of approval, completion, and closure. The document also provides instructions for exercises in creating, planning, and managing work orders and preventive maintenance records.
![Exercises – Work Order
• Open Work Order Tracking application
• Create a new Work Order
Scenario
Create a new Work Order to
replace a broken fan
• Work Order: [generated value]
• Description: Circulation Fan broken
• Asset: 11250 (location and failure class are automatically filled)
• Work Type: CM – Corrective Maintenance
• Change the status to ‘APPR’
21 © 2014 IBM Corporation](https://image.slidesharecdn.com/maximotraining-workmanagement-141112033722-conversion-gate02/85/Maximo-Training-Work-Management-21-320.jpg)
![Exercises – Complex Work Order
• Open Work Order Tracking application
• Create a new Work Order
• Work Order: [generated value]
• Description: Centrifugal pump not working
• Asset: 11430
• Work Type: CM – Corrective Maintenance
Scenario
Create a new Work Order to
perform preventive maintenance
activities on a pump planning
tasks and labor
23 © 2014 IBM Corporation](https://image.slidesharecdn.com/maximotraining-workmanagement-141112033722-conversion-gate02/85/Maximo-Training-Work-Management-23-320.jpg)
![Exercises – Preventive Maintenance
• Open Preventive Maintenance application
• Create a new PM
• PM: [generated value]
• Description: Pump maintenance
• Asset: 11430
• Work Type: PM
• Verify Work Order Status (default to WSCH)
• Switch to Frequency - Time Based Frequency tab
• Set the Estimated Next Due Date as the first day of your PM schedule
• Set the Frequency and Frequency Units
• Change status to ‘ACTIVE’
• Generate work orders (Select Action > Generate Work Orders
• Set a number of days in the future in order to generate a WO
28 © 2014 IBM Corporation](https://image.slidesharecdn.com/maximotraining-workmanagement-141112033722-conversion-gate02/85/Maximo-Training-Work-Management-28-320.jpg)
Maximo Training - Work Management
- 1. IBM Maximo Asset Management Training Work Management © 2014 IBM Corporation Bruno Portaluri Maximo Technical Solution Architect Last Update: 2014-11-12
- 2. Work Management processes Work Order Job Plans Generate WOs from PMs Generate work orders from SRs Generate WOs from Condition Monitoring Cost rollup Reserve spare parts Direct issue of purchased parts Asset Inventory Purchasing Planning Preventive Maintenance Service Requests 2 © 2014 IBM Corporation
- 3. Work Management process 3 © 2014 IBM Corporation
- 4. Work Management modules • Work Orders module allows to track the work that has been performed in the past, and future work that is being planned. • Work Order Tracking • Labor Reporting • Quick Reporting • Activities and Tasks • Assignment Manager • Service Requests • Preventive Maintenance module allows to manage the work performed on a regular schedule to keep assets running efficiently • Preventive Maintenance • Master PM 4 © 2014 IBM Corporation
- 5. Additional application • Planning module allows to plan how work should be performed, such as creating job plans or safety precautions and procedures • Job Plans • Routes • Safety • Resources module (Administration > Resources) allows to create records about the people in your workforce • Labor • Qualifications • People • Person Groups • Crafts 5 © 2014 IBM Corporation
- 6. Work Order Tracking application A Work Order (WO) specifies a particular task and the labor, materials, services, and tools required to complete the task In the Work Order Tracking application, you create and manage work orders for assets and locations. When you create a work order, you initiate the maintenance management process and create a historical record of the work requested and performed. 6 © 2014 IBM Corporation
- 7. Work Order Tracking application – Tabs • Work Order (main) - Create, view, or modify work orders, view identifiers for an applied job plan and safety plan, view PM and scheduling information. If the work order is a follow-up work order, you can view the identifier of its originating work order. You also can identify the failure hierarchy for the work asset. • Plans - Enter, view, or modify information on work orders in a hierarchy, and to enter, view, modify, or delete information about planned job tasks, labor, materials, services, and tools. • Related Records - Add, view, or delete related ticket and work order records. • Actuals - Enter, view, or modify actual work order start and finish times, labor hours and costs, material quantities, service costs, and tool costs. • Safety Plan - Add, view, modify, or delete safety information associated with a work order. • Log - Create, view, edit, and delete Work Log entries, and view Communication Log entries. • Failure Reporting - Enter, view, or modify asset and location failure information to help identify trends. 7 © 2014 IBM Corporation
- 8. Work Order Status Status Description Waiting for Approval (WAPPR) The work order needs to be approved by a supervisor or a maintenance leader. Waiting for Material (WMATL) Indicates that work cannot be initiated because required material is missing Waiting to be Scheduled (WSCHED) The work order needs to be scheduled. Work orders generated by PM records are typically created in WSCHED status. Waiting for Plant Condition (WPCOND) Requires a particular plant condition in order to be worked on. Approved (APPR) The work plan has been approved and the work can begin. You can report actuals against approved work orders. Maximo reserves items in inventory and records cost and rate data. In Progress (INPRG) Indicates that work had physically begun. Canceled (CAN) Work will not be performed. If the the work order has already initiated or actuals have already been reported, you cannot change its status to CAN. Maximo removes item reservations from inventory (if any) and makes the work order a historical record. Complete (COMP) Physical work is finished. Closed (CLOSE) All data has been entered. Maximo removes inventory reservations for items that were not used on the work order, and makes the work order a historical record. 8 © 2014 IBM Corporation
- 9. Other applications in Work Orders module • Labor Reporting application allows to report the type and the total number of hours of work that external contractors or internal employees performed. • Quick Reporting application allows to plan, to review, and to approve work orders for assets and locations. • Assignment Manager application allows to dispatch labor and schedule work for your organization. • Service Requests application allows to manage requests for services that involve an asset or location in your enterprise. For example, you might receive a request to upgrade the computer software on the notebook for a user, or for all users at certain locations. 9 © 2014 IBM Corporation
- 10. Preventive Maintenance application Preventive maintenance (PM) records are templates for scheduled preventive maintenance work. They are used to generate work orders. The schedule determines how often work orders are generated from PMs. The schedule can generate work orders based on elapsed time between work orders, on meter units used, or both. Create a PM hierarchy to schedule a group of work orders for an asset or location hierarchy. Work orders can be created manually or automatically. 10 © 2014 IBM Corporation
- 11. Preventive Maintenance application Use the target start date of the last PM work order to calculate the due date of the next PM work order. If cleared, use the completion date of the last PM work order to calculate the next due date. Insert frequency of the work orders to be generated 11 © 2014 IBM Corporation
- 12. Master PM application Master preventive maintenance records (master PMs) are templates that you use for other PMs, called associated PMs. Master PMs are linked to an Item PMs can be generated for all the item’s assets or locations 12 © 2014 IBM Corporation
- 13. Job Plans application A job plan is a detailed description of work that is performed for a work order. Job plans contain tasks and information about the estimated labor, materials, services, and tools that are required for the work. To ensure that work on an asset is performed safely, you can associate safety plans. Job plans can be also applied to preventive maintenance records. Job plans can be created from an existing work order or created manually. After a job plan becomes a work plan on a work order, you can change the work plan without affecting the job plan. 13 © 2014 IBM Corporation
- 14. Routes application A route is a list of related assets, locations, or both Routes can be used to: • generate child work orders for each route stop • generate a single work order that contains a list of assets and locations for all the route stops • generate work orders tasks for each route stop Job plans can be also applied to preventive maintenance records. 14 © 2014 IBM Corporation
- 15. People application The People application stores information about individuals, such as users, laborers, asset owners, and supervisors A Person can be set as an owner or supervisor of a work order. Person records are typically created by the Maximo administrator. A person can receive a record routed by a workflow process. 15 © 2014 IBM Corporation
- 16. Person Group application A person group is a list of individuals who may have similar job responsibilities, levels of authority, and security clearances. After you define person groups, responsibility for records such as work orders, tickets, and purchasing records can be assigned to a group rather than an individual. A person group can receive a record routed by a workflow process. 16 © 2014 IBM Corporation
- 17. Labor application Labor records are needed for tracking and analyzing labor performed against work orders Labor records can contain personal and work-related information as well as crafts, skill levels, qualifications, and certifications that are associated with workers. Before you create a labor record, you must create a corresponding person record. You create person records in the People application. 17 © 2014 IBM Corporation
- 18. Craft application A craft represents an occupation or trade, and typically the craft name reflects the type of work done by members of the trade. If pay rates differ based on expertise you can create multiple skill levels and assign different pay rates to each skill level. For each craft you can specify standard rates, and add premium pay codes for premium pay rates. 18 © 2014 IBM Corporation
- 19. Qualifications application A qualification is an indication of a particular job skill or specialized training. A qualification is often indicated by a license or certificate that signifies proficiency in a particular skill. Qualification records can be associated with labor records in the Qualifications or Labor applications. 19 © 2014 IBM Corporation
- 20. Exercises – Person and Labor • View Person Details • Open People application (Administration > Resources > People) • Open person ‘DUDLEY’ and view its details • View Labor Details • Open Labor application • Open labor ‘DUDLEY’ and view its details • Switch to crafts and qualification tabs 20 © 2014 IBM Corporation
- 21. Exercises – Work Order • Open Work Order Tracking application • Create a new Work Order Scenario Create a new Work Order to replace a broken fan • Work Order: [generated value] • Description: Circulation Fan broken • Asset: 11250 (location and failure class are automatically filled) • Work Type: CM – Corrective Maintenance • Change the status to ‘APPR’ 21 © 2014 IBM Corporation
- 22. Exercises – Work Order • Open Work Order Tracking application • Search for the opened Work Order • Description: Fan • Status: =APPR Scenario Execute task, report labor and close the work order • Change status to ‘INPRG’ (Actual Start is automatically updated) • Switch to ‘Actuals’ tab • Create a new row in the ‘Labor’ table • Open the lookup dialog for ‘Labor’ field and select • Labor: BARRY • Craft: MECH • Enter a value in ‘Regular Hours’ field an press TAB key (the ‘Line Cost’ is automatically calculated) • Change status to ‘COMP’ (Actual Finish is automatically updated) • Change status to ‘CLOSE’ (record becomes read-only) 22 © 2014 IBM Corporation
- 23. Exercises – Complex Work Order • Open Work Order Tracking application • Create a new Work Order • Work Order: [generated value] • Description: Centrifugal pump not working • Asset: 11430 • Work Type: CM – Corrective Maintenance Scenario Create a new Work Order to perform preventive maintenance activities on a pump planning tasks and labor 23 © 2014 IBM Corporation
- 24. Exercises – Complex Work Order • Switch to ‘Plans’ tab • Enter the following planned tasks • 10 – Check and lubricate bearings (duration 0:30) • 20 – Check alignment (duration 0:10) • 30 – Replace coupling rubbers (duration 0:30) • 40 – Test pump pressure (duration 0:10) • Enter the following planned labor • Task 10 – Craft LUB – Skill FIRSTCLASS • Task 20 – MECH • Task 30 – MECH • Task 40 – MECH • View costs Select Action > View > Costs • Change the status to ‘APPR’ • Note that planned tasks are now also in ‘WAPPR’ status 24 © 2014 IBM Corporation
- 25. Exercises – Complex Work Order • Change status to ‘INPRG’ • Switch to ‘Actuals’ tab • Set task 10 in ‘COMP’ status (completed) • Report labor for task 10 • In the Labor section click on ‘Select Planned Labor’ • Select task 10 • Select ‘SCHAFER’ person • Change status to ‘COMP’ (all actual labor is in ‘COMP’ status) • Complete actual labor reporting • In the Labor section click on ‘Select Planned Labor’ • Select task 20, 30, 40 • Select ‘LEWIS’ person 25 © 2014 IBM Corporation
- 26. Exercises – Complex Work Order • Switch to Failure Reporting tab • Click on ‘Select Failure Codes’ button • PROBLEM: Leaking • CAUSE: Seal Leaking • REMEDY: Replace Seal • Change status to ‘CLOSE’ 26 © 2014 IBM Corporation
- 27. Exercises – Job Plan • Open Work Order Tracking application • Search previous Work Order Scenario Create a new Job Plan from a completed work order • Asset: 11430 • You may need to clear ‘History’ flag in the advanced search • Open the WO • Select Action > Create Job Plan from Work Plan • Click on ‘Autonumber’ button to automatically generate a Job Plan ID • Open Job Plan application • View details of the newly created Job Plan 27 © 2014 IBM Corporation
- 28. Exercises – Preventive Maintenance • Open Preventive Maintenance application • Create a new PM • PM: [generated value] • Description: Pump maintenance • Asset: 11430 • Work Type: PM • Verify Work Order Status (default to WSCH) • Switch to Frequency - Time Based Frequency tab • Set the Estimated Next Due Date as the first day of your PM schedule • Set the Frequency and Frequency Units • Change status to ‘ACTIVE’ • Generate work orders (Select Action > Generate Work Orders • Set a number of days in the future in order to generate a WO 28 © 2014 IBM Corporation
- 29. Exercises – Report Asset downtime • Open ‘Work Order Tracking’ application • Create a new Work Order • Description: Pump broken • Asset: 11430 • Work Type: EM (Emergency Maintenance) • Select Action > Report Downtime • Verify the current status of the Asset in the ‘Asset Up’ field • Check the Status Date (default value is current time) • Downtime Code: BRKDWN • Asset > Go To Assets • Verify the status of the asset in the ‘Downtime’ section • Select Action > Manage Downtime History • Try to close the work order and look at the warning messages 29 © 2014 IBM Corporation
- 30. Exercises – Additional excercises • Use a Job Plan in a PM and generate work order • Plan labor, material, services and tools in a job plan or work order • Report labor, material, services and tools in a work order • Use other Work Order applications such as Quick Reporting, Labor Reporting, Activities and Tasks 30 © 2014 IBM Corporation
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