A set is used to share data across multiple organizations. There are two types of set, item and company.
This is the application where organizations and sites are defined and where there are options for how Maximo functions at system, organization and site level. An organization provides data sharing capabilities, a site provides a method for data separation.
Used to define a calendar, its shift patterns and its non-working periods. A calendar is used by labor, crews, assets and locations and in other applications, for example, Service Level Agreements and Escalations.
Used to create and post messages that can be read by all Maximo users or those associated with one or more organizations, sites and person groups from a portlet on their Start Center. Email messages can be created from a bulletin.
Used to create and define a template for an email including the roles, people, person groups and email addresses that will be the recipients of the email. The subject and body of the email may contain bind variables which will be substituted for attribute values of the record against which the communication is created. A communication template can contain an attached document.
Used to create reports, define parameters and then to generate and preview the request page. Report security and performance is also administered. Reports can be scheduled to run in the background and be distributed via email.
Conditional Expression Manager
Used to create and maintain a library of conditions that are used in various applications but most often in Security Groups and Application Designer to provide a conditional user interface.
Used to create a hierarchy of classifications and their attributes and to indicate where these classifications are used throughout Maximo. It is also the application used to define units of measure. When a classification is applied to an item, asset, work order, etc., then any attributes are copied to create a specification.
This is an application which is unlikely to be used by a Maximo client, more likely an IT client. The records can only be created using a discovery tool and represent the class of actual configuration item discovered.
This is a single page application which provides the main attributes of all ticket and work order class records including those in history, for example, Status, Reported By, Affected By, Owner and Owner Group. The work view navigates the user to the appropriate application. Often added as a result set portlet in a Maximo user’s Start Center.
A service address is an address for locations and assets. When linked to a location in the address system its descendent locations and their assets reference the same service address. A service address would typically have a map reference.
Used to configure how Maximo links to a map provider (Google, Bing or ESRI). You can also set up map tips and map symbology.
A single page application that allows an administrator to view the records that are in edit mode and to release those records which have remained in edit mode and need to be unlocked.
License Usage Monitor
Allows administrators to monitor the Maximo user licenses. There is an associated background cron task that measures usage. The license usage monitor does not restrict user access. The application allows you to register the licenses and assign specific users to them.
Time Zone Rules
This application allows you to define a time zone rule when performing a Maximo process. For example, when generating a work order from a PM you might want the target dates to be determined from the location’s time zone or the asset’s time zone, rather than the time zone of the user who generates the work order.
Resources Sub Module of Administration Module
Used to create and maintain labor records that can be assigned to work orders and crews. An associated person record is required but can be created and set up from the Labor application. A labor record is associated with crafts and qualifications.
Some qualifications need to be monitored because they are required for certain crafts and skill levels or because they are needed to use certain tools. Qualifications that expire are considered as certificates and these can also be tracked.
A person record is required for all Maximo users and is a prerequisite for a labor record. A person record might be created for any person that regularly interacts with Maximo users or is referenced on a Maximo record, for example, a person who calls into a Maximo service desk.
Used to create and maintain a set of people and the alternates for those people when that person may be unavailable. A person group is most often used to provide ownership of tickets and work orders and may be used in a workflow process.
Used to define crafts and their skill levels which are used in the planning of work orders, their internal cost and premium pay rates and their associated labor.
A crew type is a template for a crew. The positions in a crew type are defined with an associated craft and skill level and whether the position has a required qualification. The tools required by the crew type can also be defined.
A crew is created from a crew type and the required crafts, qualifications and tools are copied from it. Labor is assigned to each position of the crew from an effective date or for a period, similarly tool assets are assigned. The availability of the crew can be adjusted.
KPI Sub Module of Administration Module
A Key Performance Indicator (KPI) in Maximo is a query that resolves to a single numeric value that can be tracked over time to show a trend. Target, caution and alert values can be set to provide a visual indication of how you are performing against the KPI, green, amber or red respectively. KPIs are displayed on a user’s Start Center.
A KPI template generates a set of KPIs by using variables in the query and values for each variable. The variables might be attributes like work type or priority. A KPI template is also used to group multiple similar KPIs together.
This application allows users to display Cognos reports in a separate browser session. A user can also see and access Cognos reports from the action menu of Maximo applications like Assets and Work Order Tracking, the action is called Cognos Reporting.
When a BIRT report runs rather than emailing the report to a set of users a url can be provided which when clicked takes the recipient to the Report Viewer application in Maximo and displays their report.
The KPI Viewer application allows a user to see all of their KPIs in one place including the ability to see the historical trend. A communication can be created and logged against the KPI thereby providing the ability for users to collaborate and take action to improve the KPI and bring it back towards the target value.
Assets is the main application of the Assets module, an asset being a physical piece of equipment or infrastructure that is tracked throughout its life. A user can create, modify and move assets between operating locations, define meters, spare parts and safety related data and define how one asset is related to another either as part of an asset hierarchy or tangentially. This application is where linear assets are defined.
A template for one or more assets can be created in the Asset Template application including its meters, spare parts and maintenance and inspection schedules. New assets can be generated from an asset template or existing assets can be associated with an asset template. Once associated, changes to the asset template can be applied to the assets related to it.
Locations are mainly used to locate assets and relate them in a hierarchy or a network system. A location has similar capabilities to assets; it has meters, safety related information and the attributes of an applied classification. A location can have a service address. A location can accept movable assets (trains, boats, trucks and planes) from other sites when it is referenced as a repair facility.
Used to define a type of meter before it is associated with other application records; assets, locations, PMs, items and condition monitoring. There are three types of meter, continuous, gauge and characteristic.
Used to create a relationship type that describes a dependency or connectivity point between multiple assets or configuration items. A relationship can be unidirectional or bidirectional.
Meters can be grouped together. When a meter group is applied to an asset or location all the meters of the group will be created for it.
Used to create a measurement point for an asset or location. A measurement point is defined for a type of gauge or characteristic meter. When a measurement is received and it is outside the action limits or is of a specific characteristic then a work order can be generated for it.
Used to construct a four level failure hierarchy headed by a failure class, its problem, cause and remedy codes. Failure classes are associated with an operating location or asset. A failure report can be created as part of work order completion.
Building Information Models Module
Building Information Models (BIM) provide a digital representation of an asset including both the physical and functional aspects. BIM Projects includes the integration of COBie data and the 3D representation of the data through a BIM viewer.
Manage BIM Viewer
This application is used to view the imported Building Information Model (BIM) in the 3D View tab. There is also a 3D View tab in Locations, Assets and Work Order Tracking applications.
Used to create the contract and contract lines for purchase, price and blanket contracts with vendors. Contracts have a start and end date and can be revised. Items and services have an agreed upon price. A release purchase order can be created against a blanket contract.
A lease/rental contract is an agreement with a vendor where there is a payment schedule covering the lease or rental of one or more assets of a certain item or tool type for a period of time. Each contract line is for one item which must be defined as rotating. The asset can be purchased or returned at the end of the lease period.
Labor Rate Contracts
A labor rate contract has no contract lines but instead one or more craft and skill levels with their associated rates. Outside labor from the vendor is then associated with a craft and skill level. Labor time is recorded on a work order.
A master contract is defined for a particular vendor and contains terms and conditions which apply to all the contracts defined against the master contract.
There are two types, warranty and service. Service contracts are used to maintain one or more assets for a fixed fee or a set of payments. The contract lines are of type service, a standard service allows you to reference a service item. Warranty contracts can be used to track warranty information for locations and assets by time or meter.
Terms and Conditions
A single page application used to define a library of terms and conditions that are used on contracts and purchasing documents.