Maximo Application Maps (1 of 9) – Asset Management

Last Updated on November 19, 2022 by maximosecrets

AssetManagement

The two primary Asset Management applications are:

There is a lot of functional similarity between locations and assets and understanding when you have one, or the other, or both will need to be determined as part of an implementation.

Locations and assets reside at the Site level in Maximo meaning that the locations and assets which belong to the same site are physically separated from the locations and asset of another site. There are only a few business processes in Maximo which will connect assets or locations from different sites and there is nothing which will connect them from an asset or work management perspective.

Locations

The main type of location is an operating location, a place where assets reside or where work can be performed. Operating locations can exist in a hierarchy and/or a network, a location system. In a hierarchy the location has one parent but in a network it can have multiple parents. For example, a transmission or distribution tower supports two parent circuits (locations), each circuit can be supported by multiple towers. An operating location can belong to many systems.

An operating location can have a service address, an address with latitude and longitude which when used in conjunction with a map tells workers where they need to go. The descendent locations in the address system and their assets will reference the same service address.

A location can have one or more meters. When applying multiple similar meters to locations or assets a meter group may be created first and the meter group applied to the location or asset this saves data entry time. There are three types of meters:

There are actions for entering meter readings and resetting or replacing meters.

A location can have safety related information:

Users and custodians can be associated with a location, for example the person who is responsible for maintaining the location (custodian) or the set of people who are users of the location, for example those who may need to be informed when work takes place at the location.

One part of the location hierarchy may be repeated in many places, for example a meeting room or a substation. If you link a location to a rotating item created in the Item Master application then the Item Assembly Structure (IAS) can be applied to the location to create descendent locations. For example, a transmission tower may have component parts that need to be identified in a consistent manner in order to record defects against them, e.g. cross-arms, insulator strings, foundations. All of these components could be created in one action by applying an IAS.

A location can be classified to describe the type of location, the classification existing in a hierarchy of classifications. The classification can contain multiple attributes, often known as the Class Spec because of the table name where this data is stored. When the classification is applied to a location the attributes are copied from the CLASSSPEC table to form the Location Specification. The purpose of the specification is to describe the characteristics of the location. There is a feature of classifications which allows the description of the object against which the classification has been applied to be generated from elements of the class hierarchy and the values given to some of the attributes of the specification. This helps to derive consistent descriptions which can help users to find the records when searching.

There are application actions for creating a service request or work order direct from the location, for viewing work, ticket and contract details and for associating the location with one or more services and collections.

There are other types of locations; labor, courier, salvage, courier, repair and storeroom. When moving assets from one location to another you may wish to track exactly where the asset is at any one time and this is the primary purpose of these other types of location.

One special type of operating location is the repair facility. This is used when there are mobile assets, for example trains, trucks and aeroplanes, which can be repaired in another location which is not part of the same site that owns the asset.

Assets

Assets can only reside in one location at a time, but a location may have many assets. The Asset application has actions for moving one or multiple assets to a new location or swapping one asset with another. These actions can be carried out from the Asset application or they can be planned as part of a work order.

An asset can be moved to a different site or a site that is in a different organization. When this occurs the asset record is duplicated in the new site and is set to a status of Not Ready, the status of the asset in the originating site is set to Decommissioned.

As part of the Move/Modify Assets action there are also functions to bulk modify:

Assets have similar functionality to locations:

An asset can be related to other assets through user defined relationships and there is an Asset Topology Viewer for viewing and navigating from one asset to another via these relationships. You can only relate assets to each other from the same site. The changes that are made to these relationships over time can be viewed.

There is a Maximo license option called Linear Assets which is where the relationships between assets is most likely to be used. Roads, runways and rail tracks would be good examples of a use of linear assets. Work can be performed on a segment of the linear asset. The asset specification’s attributes can also change over the length of the linear asset.

Other functions that can only be applied to assets and not locations are:

One big difference to a location is that an asset can be created and maintained from an Asset Template.

Asset Templates

There can be many assets that are similar and require the same inspection and maintenance routines. An asset template can be defined and assets created from the asset template. Changes made to the asset template can also be applied to the associated assets.

The asset template can have:

If the Maximo Calibration license option is in use then there are other details that can be set-up on the asset template, particularly the associated data sheets which define what measurements need to be performed during the calibration.

Although it is a hidden field the asset template can also reference a rotating item.

Rotating Items and Rotating Assets

A rotating item is an inventory item for which each instance of the item is tracked by its own asset number (rotating assets). Rotating items are typically repaired or refurbished, not discarded and they have a value, one that is often depreciated over time. Rotating items can be defined in the Item Master and Tools applications, here it is referred to as a rotating tool. In each application there is a checkbox marked as Rotating? For an asset to reside in an inventory or tool storeroom (Stocked Tools application) it has to be marked as rotating.

When a quantity of an item is received that is marked as rotating then there is the opportunity to create the assets and to place them in a storeroom bin or location. Thereafter the asset is tracked as it moves from the storeroom is issued to a work order and commissioned at an operating location. When it is due for repair it may be moved to a courier location and then received at a vendor location or repair workshop. After repair it is tracked to the storeroom that needs it, before it is issued and commissioned at another operating location or retained as a strategic spare.

Rotating items can also be used as templates for both assets and locations. The rotating item can have:

Failure Codes

The Failure Codes application provides the ability to create a number of failure hierarchies each with four levels headed by a failure class. The 2nd level are the problem codes associated with the failure class, then their cause codes and at the 4th level the remedy codes associated to the problem and cause. There is a common set of codes and their descriptions, for example a code could exist as a problem code and a remedy code.

Failure classes are applied to locations and/or assets and the failure class is copied to the work order when it references the location or asset. If both the location and asset have a different failure class on the work order then the asset failure class wins. During work order completion the maintenance engineer completes the failure report for the work types that require a failure report to be created. The engineer picks the problem code and then the cause and the remedy taken.

Condition Monitoring

The Condition Monitoring application allows measurement points to be created for a location or asset against a meter of type gauge or characteristic.

For gauge type meters for upper and lower warning and action limits can be entered and a reference to either a PM or Job Plan that will need to be performed if the measurement exceeds the action limits.

For characteristic meters a PM or Job Plan can be associated with a characteristic value that is to be performed if the characteristic is referenced when an observation is made against the meter and asset or location.

In either case a work order can be created manually or automatically from a background cron task.

Meter readings can be entered in the Location or Assets applications, against a work order or directly in the Condition Monitoring application.

3 responses to “Maximo Application Maps (1 of 9) – Asset Management”

  1. Jeff Foutch avatar
    Jeff Foutch

    User since 3.x, MRO consultant for nine years. Appreciate the site.

  2. Andrew avatar
    Andrew

    This is awesome! Thank you for posting this information. It is perfect for the work I am doing on a large consolidation project!

  3. Ben avatar
    Ben

    This is extremely helpful. Thank you.

    I’m hoping to print these maps/diagrams out on large size paper so that I can see them in my work room.
    Would you by chance have higher resolution images or vector files that I could use? I’m hoping to do this for the Asset Management, Work Management, Resources, and Planning & Preventative Maintenance maps.

    Cheers!

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