Maximo HSE Application Maps – Locations (HSE)

HSE-LocAssetsThe Locations (HSE) application has a number of additions over that found in the base Maximo product including nine additional tabs. As a summary you can:

Meters Tab

There are additions to the details section in the meters table window to indicate whether the meter is being used for environmental monitoring reasons.

Environmental Consent Monitoring Details


Audits and Surveys Tab

This tab is used to maintain a history of audits and surveys carried out or involving the location.

There is a Select Audits and Surveys button for associating multiple audit and survey records in one action.

AuditSurveys Tab

Certifications Tab

The Certifications Tab allows certificates to be recorded against a location. Each record has to have a Permit and Certificate Type, but the actual certificate does not have to be registered in the Certifications (HSE) application. Either the section marked Certificate, or the one marked Certification Record will be used, it is unlikely that there would be a need to use both sections.

Multiple records of the same Permit and Certificate Type can be added to the same location.

Details section

Certificate section

Certification Record section

There is a Select Permit and Certificate Type button for associating multiple records in one action.

Certifications Tab

Location Details Tab

This tab is for recording additional details about the location, its physical location, key document and drawing references, area classifications and accessibility requirements.

Header section

Used to describe the physical location of the operating location or alternate references for it.

Documentation References section

Used to identify the main drawings and manuals where the operating location will be found. The drawings and manuals may also exist as linked documents.

Area Classifications section

Access section

LocationDetails Tab-Top 

Reliability section

Fields to store values for MTBF and MTTR. They are not linked to the recording of failure data in Maximo.

Production Impact section

This section has fields to record the expected loss when an outage occurs.

LocationDetails Tab-Reliability

Operating Context Tab

This tab is for recording the operating context and determining the risk categorization of the location.

Header section

Operating Context section

This section has fields for identifying the operating context and criticality of the location and whether it is governed by an operating policy.

Risk Categorization section

This section has fields for categorizing the risks associated with the location and associating the location with a Risk Assessment.

OperatingContext Tab

Characteristics Tab

This tab will be mainly used for Valves and Piping.

State section

This section is mainly associated with the assessment of valves that are closed under normal operation and whether they have been found to be leaking internally. There are also fields to indicate whether the location is considered temporary.

Characteristics Tab-Top

Piping section

This section is used for identifying the pipeline, its characteristics and when it was last inspected. There may be some duplication with data recorded in the Location Specification to look out for.

Characteristics Tab-Piping

Failure Analysis Tab

This tab is for performing a failure analysis for this operating location and its components. There is a similar tab on the Assets (HSE) application. You can determine how to address each failure mode and assess the risk of the failure occurring and what follow-up actions should take place.

Failure Analysis Details section

FailureAnalysis Tab-Top

Failure Modes table window


Failure Addressed By section

This set of fields identifies the ways that the identified failure mode has been addressed, it may be through preventive maintenance, condition monitoring or an operating policy/procedure. You can also identify the job plan/task to perform if the failure occurs.

Risk and Consequence section

This set of fields uses the risk matrix to derive a risk ranking based on the potential consequence and likelihood of the failure mode occurring.

Action Required section

Safety Critical Failures section

FailureAnalysis Tab-AddressedBy

Calculations Tab

The calculations tab is used to store the results of mathematical calculations related to the operating location. These could be manually entered or if all the parameters to the calculation are stored in Maximo then it might be possible to use the Maximo Formulas functionality that was introduced with Maximo in the Database Configuration application.

The Calculations Tab might be used to store values to support environmental consents. It has a table window.

Calculations Tab

Review Actions Tab

The Review Actions tab allows a standard set of actions to be considered when performing a review, for example a review of the criticality. This uses a feature of the HSE product called standard actions which have two supporting applications Standard Actions (HSE) and Standard Action Groups (HSE).

A standard action is used for checklists or a set of review actions requiring a yes or no response. A standard action can require the user to provide a Yes, No, or Not Applicable response, an alphanumeric response, a score, or to mark the action as completed. A standard action can also have multiple review items. Standard actions are grouped together to make it easier to apply to other types of record.

Summary section

ReviewActions Tab - Top

Review Actions table window

The icon at the end of the table window indicates that the standard action has one or more review items. QuickRef-ReviewItemIcon The user can update the table window directly. The descriptions below are in the order of that displayed in the table window details section.


The fields displayed in this section are dependent on the response settings on the associated Standard Action.

Review Items

Review Actions Tab - Review items

At the bottom of the screen is a button to take the user to the Operational Actions (HSE) application.

Regulations Tab

This tab is for associating multiple regulations to the operating location. There is a Select Regulations button for adding multiple regulations in one action. When the location is referenced on a work order the regulation records are copied to it.

Regulations Tab - Top



Follow-up tickets and work orders or other types of records can be created from the location:

There is no Create MOC Request, Create MOC or Create Improvement actions but these could be added through configuration.

View Failure and Deferral History

This action shows the number of MOC Deferrals and the number of failures that reference the location over a period. The default period is 365 days, but this can be changed in Organizations (HSE) – Oil and Gas/HSE Shared Options – History Period. If it isn’t working, it may be because the Organization setting has the ability to disable the calculation.

Action - ViewFailure

View Operator Log Details

This action shows Operator Log entries that have been made for the location over a period of time. There is an option to include the location’s immediate parent or its immediate children, log entries made two of more levels up or down the location hierarchy will not be included. The Log Entries are those that were created in the Log Entry sub tab in the Operator Log (HSE) application.

Action - ViewOperatorLog

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