Maximo Manage Modules

This article shows the Maximo Manage modules and the applications which exist in each module. There are currently five diagrams and I have split the article into five. A short description is provided for each application. These are the modules and applications that exist in Maximo Manage for MAS 8.11.

There are a set of tables that follow each diagram containing the application name and their descriptions. There are two columns at the right-hand side of each table which need explaining.

I do aim to extend this article with the modules and applications which you will find in some of the other Industry Solutions and Add-ons so that there is just the one document.Incidentally each module or sub-module has a module colour which I will use in the articles called Application Maps and elsewhere in Maximo Secrets. In the first diagram in the Assets module the Asset Manager application uses pink the colour I associated with Maximo Mobile. Reliability Strategies also exists in the Assets module but uses the colour I am associating with Reliability Centered Maintenance capabilities. Work Queue Manager is the same colour as for the Analytics module, as this is used with the Operational Dashboard which is the new look for the Start Center.

Maximo Modules (1)

Maximo Manage modules and applications for Administration, Analytics and Assets modules.
Maximo Manage Modules and Applications – Administration, Analytics and Assets

Administration Module

ApplicationDescriptionVersRBA
SetsA set is used to share data across multiple organizations. There are two types of set, item, and company.   
OrganizationsThis 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.  
CalendarsUsed 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.   
Bulletin BoardUsed 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.  
Communication TemplatesUsed 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.  
Report AdministrationUsed 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 ManagerUsed 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.  
ClassificationsUsed 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.  
CI TypesThis is an application which is unlikely to be used by most Maximo clients, unless they are using Maximo IT. The records can only be created using a discovery tool and represent the class of actual configuration item discovered.  
Work ViewThis 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.  
Service AddressesA 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.  
Map ManagerUsed to configure how Maximo links to a map provider (Google, Bing, OpenMap or ESRI). You can also set up map tips and map symbology.  
Record ReleaseA 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.  
Time Zone RulesThis 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.  
Work Queue ManagerA work queue is a query that will produce a result set against which one or more actions can be applied. It is used on the Operational Dashboard. Each Work Queue record can have a different set of attributes. Therefore, instead of a Start Center having multiple result set portlets, the Operational Dashboard might have one Work Queue card, but can achieve similar results.8.11RBA
Push Notifications AdministrationPush Notifications sends messages from the server to a mobile device, the message can be viewed from Maximo Mobile. The messages are defined in the Notifications application a part of the Integration module.  
Applications of Administration Module

Resources Sub Module of Administration Module

ApplicationDescriptionVersRBA
LaborUsed to create and maintain labor records that can be assigned to work orders and crews. An associated person record is required. A labor record is associated with crafts and qualifications.   
QualificationsSome 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.   
PeopleA 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.  
Person GroupUsed 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.  
CraftsUsed 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.  
Crew TypesA 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 required qualifications. The tools required by the crew type can also be defined.  
CrewsA 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.  
Work ZonesWork Zones are used to divide your locations and assets into geographically dispersed areas. Labor and Crews can then be associated with work zones and together they help to reduce travel when assigning work.8.11 
Applications of Resources Module

KPI Sub Module of Administration Module

ApplicationDescriptionVersRBA
KPI ManagerA 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.  
KPI TemplatesA 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.  
Applications of KPI Module

Schedule Administration Sub Module of Administration Module

ApplicationDescriptionVersRBA
Appointment Book ManagerThe Appointment Book Manager is used for defining time slots during a working day when appointments can be made. A customer services representative will use the Graphical Appointment Book application for scheduling or amending/removing appointments. 8.11 
Scheduling Alternate ResourcesThe Scheduling Alternate Resources application is used to define availability for craft, crew type or tool items that can be used with the Graphical Scheduling and Graphical Scheduling – Large Projects applications. It is needed because medium- or long-term schedules will not have accurate levels of availability, technicians may not have booked holiday, or there may be an expected increase in technicians from subcontractors to help with an outage or shutdown.8.11 
Configure TooltipsTooltips are displayed in the graphical views on many of the Maximo Scheduler graphical applications. This application lets you define what the tooltip displays as data.8.11 
Scheduler Data ManagerThe Schedule Data Manager is used to analyse and validate the data you are aiming to use with a Graphical Scheduling, Graphical Scheduling – Large Projects, Graphical Assignment or Graphical Work Week project. It validates calendars, queries, work, dependencies, resources, and assignments depending on the project type, and allows you to fix the data from within the application.8.11 
Applications of Schedule Administration Module

Analytics Module

ApplicationDescriptionVersRBA
Cognos AnalyticsThis 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 Analytics.  
Report ViewerWhen 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.  
KPI ViewerThe KPI Viewer application allows a user to see all 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.  
Applications of Analytics Module

Assets Module

ApplicationDescriptionVersRBA
AssetsAssets 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.  
Asset TemplatesA template for one or more assets can be created in the Asset Templates 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.  
LocationsLocations 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.  
MetersUsed 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 meters, continuous, gauge and characteristic.  
RelationshipsUsed 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.   
Meter GroupsMeters 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.   
Condition MonitoringUsed 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.  
Failure CodesUsed 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.   
Asset ManagerMaximo Mobile application that is used to create and edit assets including modifying the asset’s specification. There is a map view which will create the asset with its geospatial location. Photos can be added as attachments. 8.11RBA
Reliability StrategiesUsed to search a library of Failure Modes and Mitigating Activities for 800+ asset types.8.11RBA
Applications of Assets Module

Maximo Modules (2)

Maximo Manage modules and applications for Building Information Models, Contracts, Financial, IT Infrastructure and Integration modules.
Maximo Manage Modules and Applications – BIM, Contracts, Financial, IT Infrastructure and Integration

Building Information Models Module

ApplicationDescriptionVersRBA
BIM ProjectsBuilding 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 ViewerThis 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.  
Applications of Building Information Models Module

Contracts Module

ApplicationDescriptionVersRBA
Purchase ContractsUsed 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.  
Lease/Rental ContractsA 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. 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 ContractsA 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.   
Master ContractsA master contract is defined for a particular vendor and contains terms and conditions which apply to all the contracts defined against the master contract.  
Warranty ContractsThere 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 ConditionsA single page application used to define a library of terms and conditions that are used on contracts and purchasing documents.  
Applications of Contracts Module

Financial Module

ApplicationDescriptionVersRBA
Currency CodesA single page application used to define a currency code and its description. A currency code must be defined before you can define an organization; an organization can have two base currencies.  
Exchange RatesAn exchange rate is defined between two currencies for a particular organization. An exchange rate has an active date and an expiration date.   
Chart of AccountsUsed to define the structure, component values and valid component value combinations that are used as General Ledger (GL) codes throughout Maximo. These are defined for each organization. Financial periods and validation options are also defined in this application.  
Cost ManagementUsed for project cost accounting separate from the general ledger based fields. A project can exist in a hierarchy and can have multiple tasks. A work order can reference a project task and hence can collect costs against a project.  
Budget ReportingUsed to define budget lines for GL components, GL accounts, locations, and assets, and then to determine how the estimate, commitment and actuals are calculated against the budget line.  
Applications of Financial Module

IT Infrastructure Module

ApplicationDescriptionVersRBA
Configuration ItemsA configuration item (CI) is any component that is under configuration control. This may be an asset, location, item, or service, but it might also be a document. A CI can have a classification whose attributes can be used to define the configuration. A CI can be related to other CIs, but an asset or location can only have one related CI record. Most often CIs are associated with technology infrastructure.  
RelationshipsUsed 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.  
CollectionsA collection is any set of configuration items, asset, or locations. Most often used to control access to these records through an object data restriction defined in the Security Groups application. Can add records to a service request or work order by selecting them from a collection. Can be easily added to the advanced search of applications to find the records associated to the asset, locations, or CIs in a collection.  
Applications of IT Infrastructure Module

Integration Module

ApplicationDescriptionVersRBA
Object StructuresAn object structure is the common data layer that the integration framework components use for sending and receiving data. An object structure consists of one or more related business objects that define the content of an integration message. The objects are linked together using relationships. Objects structures are used in integration, reports, and migration manager.  
Publish ChannelsA publish channel is used for outbound interfaces or the export of data through the integration framework. A publish channel uses the schema created from the associated object structure.  
Invocation ChannelsAn invocation channel provides Maximo with the ability to call an external system and process the responses. The integration is a synchronous Service Oriented Architecture (SOA) interface, and the invocation channel is called from an action in a workflow process, escalation, or user interface control.   
Enterprise ServicesAn enterprise service is used for inbound interfaces or the import of data through the integration framework.  The message content is based on the schema of the associated object structure.  
Web Services LibraryA web service can be created in the integration framework to allow external systems to send messages or queries to the Maximo database. Web services can be based on an object structure, an enterprise service or there are a set of standard services for objects like asset, ticket, work order, item, etc. The web service schema and Web Service Description Language (WSDL) files can be generated from this application and the xml data for each operation and response xml can be viewed.   
End PointsAn end point and its associated handler routes outbound messages to an external system. The combination of an end point and handler specifies the transport protocol to use, such as HTTP or web service, and provides the communication data required to reach the destination, such as a URL. End points and handlers are used for outbound integration only.   
External SystemsAn external system is the system to which data is sent or received. Publish channels and enterprise services are linked to the external system in this application. JMS queues are configured through this application.  
Logical Management OperationsLogical management operations are used to identify the actions that an integration module supports, for example, get status, deploy software. They may be used during change and release processes to automate system processes through an operational management product (OMP). Most often used by Maximo IT to communicate with other IBM products used in IT.  
Integration ModulesIntegration modules are used by a process management product (PMP) to invoke an external operational management product (OMP). This application is where you link the logical management operations to the OMP. Most often used by Maximo IT to communicate with other IBM products used in IT.  
Launch in ContextA launch entry record provides the ability to open the console of an external application from within Maximo either in the same or a different browser session. The external system must be enabled for the web and support the land in context feature. The launch entry can be linked to a record in the action menu, a hyperlink, or a button of a Maximo application. The launch entry can pass data as parameters in the URL calling the external application.  
Message TrackingThe Message Tracking application tracks and displays the processing history of queue based publish channel and enterprise service messages. When you use the Message Tracking application, you can determine which messages are flagged with an error. You then can select a failed message and go to the Message Reprocessing application to take appropriate action to correct erroneous data. Enabled message tracking will also write processed messages to the database. Message tracking functions are set up on the associated publish channel or enterprise service.  
Message ReprocessingThe Message Reprocessing application allows you to view the integration messages that have been flagged with an error, modify and then reprocess the message, change the status or delete the record.  
Create InteractionThis is the application used to create an interaction. An interaction can start a web service and send data to it from an application. The interaction can then display data returned from the web service and save this data to the Maximo database. This application creates an interaction using a wizard approach.  
InteractionsAfter the interaction has been created it can be reviewed, modified, and deleted from the Interactions application.  
OSLC ProvidersMaximo can be configured as an OSLC (Open Services for Lifecycle Collaboration) consumer where UI-based interactions could be configured between Maximo and an OSLC provider application, for example to link Maximo to IBM Engineering Workflow Management (formerly Rational Team Concert). OSLC allows users to share and update data between products or to query data.  
OSLC ResourcesBusiness objects are made available as OSLC resources. The consumer application can query, create, update, or delete these resources in the provider application. OSLC resources are implemented using object structures.  
JSON ResourcesThis application is part of the REST API framework and is used to define the data resource of an external system whose data is shared with Maximo by using a federated MBO.  
JSON MappingThis application is used for mapping the attributes of a JSON message to the attributes in a Maximo Object Structure.  
NotificationsNotifications are used to communicate the status of your assets. In the Notifications application, you can create, update, or delete notifications and manage the user subscriptions to notifications.  
API KeysAPI Keys are used by OSLC and REST APIs to access and interact with the data in Maximo Manage. RBA
Applications of Integration Module

Maximo Modules (3)

Maximo Manage modules and applications for Inventory, Planning, Planning and Scheduling, Purchasing and Preventive Maintenance modules.
Maximo Manage Modules and Applications – Inventory, Planning, Planning and Scheduling, Purchasing and Preventive Maintenance

Inventory Module

ApplicationDescriptionVersRBA
Item MasterThe Item Master application is used to define material items and items that are used as a reference point for rotating assets. Items may have a parent or children and collectively known as an item assembly structure (IAS). The IAS can be applied to assets or locations to create a hierarchy. Items may be stocked in storerooms as part of inventory records, they may exist as kits of items. Items belong to an item set and can be shared across multiple organizations that share that item set.   
Service ItemsService items are another type of item, services are not held in storerooms. These standard services can be requested on work orders and ordered through the purchasing applications, there may be a standard price for the service as part of a contract.  
ToolsTools are the third type of item, tools can be held in storerooms, issued, and returned. Tool items can also be set as rotating allowing tool assets to be created and tracked. Tools are charged to work orders using an hourly rate. Tool items are added to storerooms from this application.  
Stocked ToolsThe Stocked Tools application is where tools are held in storerooms and where balances of the tool exist. This is the application from which you issue, return and transfer tools between storerooms or look for availability of a tool item across storerooms. For rotating tools, you can see the whereabouts of the tool assets.  
InventoryThe Inventory application is where material items exist in storerooms with their balances and reorder points. Reservations can be reviewed, and items issued and returned. Consignment stock from a vendor can also be held.  
Inventory Usage Items and tools can be issued, returned and transferred between storerooms using an inventory usage document which has a status, and which could be used in a workflow process. The inventory usage document provides capability for both staging of multiple items prior to shipment and processing of the shipment receipt through the Shipment Receiving application. The application is useful for inter storeroom logistics.  
Shipment Receiving The Shipment Receiving application is for the receiving of items and tools into a storeroom transferred from another storeroom via an inventory usage document. Items can be transferred between storerooms in the same site, across sites and across organizations. Inspection and receipt of assets can be part of the receiving process. After receipt, balances are adjusted in the destination storeroom.  
Condition CodesA single page application for defining condition codes. Material items defined in the Item Master application can exist with multiple condition codes and can be held in a storeroom with balances held at the condition code level. An item with a condition code while not new may still have a cost value for charging purposes and can be issued to a work order.   
StoreroomsThe application used for creating storerooms and setting up various related GL accounts. A storeroom is a type of location. There is a view of the items held in the storeroom including cost and balance information.  
Issues and TransfersAn application which is an alternative to the Inventory Usage application, and which may be used by a storeman for issuing, returning and transferring items between storerooms, particularly if those storerooms exist within the same physical location. Many clients would now use the Inventory Usage application and the Shipment Receiving application for receipt of items at a destination storeroom.  
Manage InventoryA Work Center that allows you to review reservations, pick and stage the items, then issue the item or restock it. The Storerooms tab allows you to review balances, issue, or transfer items, or change reorder rules and the primary vendor. Physical Counts and Reconciliation of balances can also be performed. The Items tab allows new items to be imported or manually added and then added to a storeroom. WC
Count BooksAn application which is used for defining items that are regularly counted. The selection of items can use different basis, and a count group can also be created. A physical count and reconciliation of balances can be performed.8.11 
Inventory CountingMaximo Mobile application that is used to perform a physical count based on a Count Book, or to perform a count on an ad hoc set of items. The balances can be reconciled, but only when using the Role Based Application because you need to be online to reconcile balances.8.11RBA
Inventory ReceivingMaximo Mobile application that has two parts. Inventory Receiving is for Material Receipts of purchased items and includes inspection and serialisation steps if the item is marked as rotating. The Shipment Receiving aspect is for receiving into a storeroom an item that has been transferred via an Inventory Usage record which has gone through the Shipped stage, an inter-storeroom transfer of items.8.11RBA
Issues and TransfersMaximo Mobile application for the issue of items from a storeroom. It allows an Inventory Usage record to be created or it processes an existing inventory usage record or a reservation. There is no functionality yet for Staging, Shipping, or performing Returns. As of MAS 8.11 the application is under development, there is no ability yet to transfer items and it is not yet a replacement of the Manage Inventory Work Center. 8.11RBA
Applications of Inventory Module

Planning Module

ApplicationDescriptionVersRBA
Job PlansA job plan is a template for a work order. The application allows you to define the tasks and labor, material, service, and tool requirements needed to fulfil the job plan and its tasks. A job task can have a classification and can reference another job plan thereby creating a multi-level hierarchy when applied to a work order.  
RoutesA route is a set of locations and/or assets that are used in inspections and maintenance. Often the inspection or work to be performed at each route stop is the same, but a route stop can also reference a job plan.  
Data Sheet TemplateAn application used in calibration for defining the asset functions and calibration points. Additional function checks and dynamic checks can be defined. The Data Sheet is a template that is copied to a work order where the calibration takes place. You can associate the Data Sheet Template with assets, locations or items.8.11 
Manage Inspection FormsA Work Center Tool application used to define an inspection form containing groups of questions. There can be several response types, date, time, date/time, meter readings, attachments, numeric, single choice list, or free text. Forms are revision controlled and can be linked to a PM or Job Plan, making the work order the vehicle for conducting an inspection. WC
Resource Levels ManagementUsed with Dynamic Job Plans to define threshold levels at which the number of resources required will change. For example, to describe how many hours of supervisor time would be needed when the number of hours of an electrician varies, it may not be a linear ratio.  
Applications of Planning Module

Safety Sub Module of Planning Module

ApplicationDescriptionVersRBA
HazardsThe Hazards application can be used to define a hazard and the precautions needed to mitigate the hazard or a hazardous material. The application also shows associated tag outs for locations and assets.   
PrecautionsUsed to create a library of precautions which are associated with hazards or added to safety plans. Additional precautions can be added to a work order to mitigate a hazard.   
Lock Out / Tag OutThis application provides the ability to define the lock out operations on assets and locations and the sequence required to safely isolate (tag out) another asset or location.   
Safety PlansThe safety plan collates the hazard and their precautions, hazardous material and lock out / tag out operations to safely service a set of work assets and locations. A safety plan can be associated with a job plan and the work assets so that it is automatically applied when the job plan is applied to a work order for the referenced asset or location.  
Applications of Safety Module

Planning and Scheduling Module

ApplicationDescriptionVersRBA
Graphical Work WeekA graphical application for assigning labor or crews to work order assignments, it has a similar set of functionalities as the Assignment Manager application. It is a week at a time view and would be used with work orders scheduled in the next two or three weeks. The application provides the ability to change availability of a labor or crew. 8.11 
Graphical SchedulingA graphical application for scheduling work orders over long, medium, or short term. The application uses work orders or PMs that have a forecast. It has a Gantt-based work view with a histogram of load versus availability below. It is used to move work orders in time to reduce the peaks of resource load by filling in any troughs where there is greater expected availability than resource demand.8.11 
Graphical Scheduling – Large ProjectsA graphical application for scheduling work orders, functionally like Graphical Scheduling but designed to be used with several thousand work orders or activities. Graphical Scheduling is one long list with a vertical scroll, the large projects version uses server-side processing and pages 50 work orders at a time.8.11 
Graphical AssignmentA graphical application for short-term scheduling and assigning labor or crews to work orders. A dispatching tab allows emergent work to be assigned considering geographically dispersed work and if enabled current labor or crew geographical locations.8.11 
Graphical Assignment – Repair FacilitiesA repair facility is a location where movable assets, trains, buses, trucks, planes are moved to receive maintenance or a repair. This graphical application is for assigning a work order with asset that requires a repair facility to the bays of a repair facility over a period, it is making a location assignment. Once assigned you can see the location assignment in both the Work Order Tracking and Locations applications.8.11 
Graphical Crew ManagementA graphical application used by the crew supervisor for assigning labor to crew craft positions. You can also assign tool assets to the tools needed by the crew. The assignments ensure that craft/skill and qualifications have been met by those being assigned.8.11 
Graphical Appointment BookA graphical application for making appointments and selecting the job to be performed based on the slots created by the Appointment Book Manager application. You can assign labor or crew to the appointment, reschedule, or cancel appointments.8.11 
Graphical Resource ViewA graphical application for defining periods of labor or crew unavailability, or for defining periods when additional hours outside of shift hours will be performed.8.11 
Scheduling DashboardThe Scheduling Dashboard is used with the Maximo Optimizer for running optimization on your scheduling projects created by the Graphical Scheduling application. The dashboard will identify scheduling issues, allow you to fix them, and then reschedule the optimization routine.8.11RBA
Dispatching DashboardThe Dispatching Dashboard is used with the Maximo Optimizer for running optimization on your scheduling projects created by the Graphical Assignment application. The dashboard will identify assignment issues, allow you to fix them, and then reschedule the optimization routine. Both Labor Assignment and Spatial Scheduling scenarios are supported.8.11RBA
Applications of Planning and Scheduling Module

Preventive Maintenance Module

ApplicationDescriptionVersRBA
Preventive MaintenanceThe Preventive Maintenance (PM) application is used to create a template for routine maintenance or inspection of an asset, location or a set of assets defined with a route. The frequency in which the work orders are generated can be time or meter based or a mix of each whichever comes first. When the work order is generated a job plan is applied, but a different job plan can be applied depending on the sequence of work order generation, for example a different job plan is used for the yearly maintenance to that used each quarter.  
Master PMA Master PM is a template for a PM record. It defines the frequencies, seasons and job plan sequences and the defaults for the work orders. A master PM is linked to a rotating item and then a PM can be generated for all the locations and assets (including tool assets) which are linked to that item. If the master PM is updated the associated PMs can also be updated.   
Applications of Preventive Maintenance Module

Purchasing Module

ApplicationDescriptionVersRBA
Purchase RequisitionsUsed for requesting material, service, and tool items to be purchased or to request material and tool items from a storeroom under an internal PO. You can create a purchase order or a contract from a purchase requisition.   
Purchase OrdersUsed for purchasing material, service and tool items or other materials and services. An internal PO can be used for transferring items from a storeroom that is in another Maximo organization. A contract can be created from a PO. Purchase orders can be revised, and a revision history is maintained. Centralised purchasing and local receiving are supported.  
ReceivingUsed to receive materials and services. An inspection process can be performed on receipt and for rotating items there is the process of creating the assets and if required moving them if they are to be issued on receipt rather than retained in a storeroom. Items and assets can be returned, and receipts voided when mistakes are made.  
Shipment ReceivingThe Shipment Receiving application is for the receiving of items and tools into a storeroom transferred from another storeroom via an inventory usage document. Items can be transferred between storerooms in the same site, across sites and across organizations. Inspection and receipt of assets can be part of the receiving process. Once received balances are adjusted in the destination storeroom.  
InvoicesUsed for recording invoices, debit and credit notes and consignment invoices. Matching is performed against the PO and receipts, an invoice can reference multiple purchase orders, or no PO at all, for example payment is made against a work order or contract. An invoice can be reversed when it needs to be corrected after approval.  
Request for QuotationsPR lines can be copied into an RFQ distributed to multiple vendors and then the RFQ used during the analysis of the quotations to see whether to award to a single or multiple vendors. Quotation lines are converted to either a PO or a contract.   
CompaniesA company record is most often used as a vendor or manufacturer but also as a courier or internal. A company record is at the organization level in Maximo. A company can have multiple branches which are also company records.  
Company MasterA company master record is a way of sharing company information across multiple organizations that share the same company set. The company master record is added to each organization, and this creates an associated company record where it can be used on contracts and purchasing documents.   
Terms and ConditionsA single page application used to define a library of terms and conditions that are used on contracts and purchasing documents.  
Applications of Purchasing Module

Maximo Modules (4)

Maximo Manage modules and applications for Security Groups, Self Service, Service Desk, Service Level Agreements and System Configuration (part) modules.
Maximo Manage Modules and Applications – Security Groups, Self Service, Service Desk, Service Level Agreements and System Configuration (part)

Security Module

ApplicationDescriptionVersRBA
Security GroupsThe main application for defining security within Maximo. A security group grants access to sites, applications, and menu options. A user is typically assigned to multiple security groups. Data records and attributes can be restricted by security group. Signature options can be bound to elements of the user interface to hide fields or sections of fields based on a condition, referred to as conditional UI. This is also the application where security controls and password rules are defined.  
UsersThe Users application is no longer used to create new users, that is now performed at the suite level and the users are synchronised to Maximo Manage. The Users application is now used to manage the user’s association with security groups and to view how all the security groups come together to provide the security profile for the user.  
Applications of Security Module

Self Service Module

Self Service Desktop Requisition Sub Module

ApplicationDescriptionVersRBA
Create RequisitionA desktop requisition is a self-service application that provides users with the ability to request the purchase of material, service or tools or request material or tool items to be reserved from a storeroom. It uses a wizard approach. When items have been found they can be saved as favourite items. A requisition that is not submitted or deleted can be saved as a draft.  
View RequisitionUsed to view previously submitted desktop requisitions and the follow-on history through PR, RFQ and PO. A user can also see the workflow history for the approval of the desktop requisition.   
View TemplatesFor repeat requisitions a template can be created. The View Template application allows you to view the templates, edit a template or create a requisition from a template.  
View DraftsPreviously created desktop requisitions that were not submitted can be reviewed and edited or used to create a template.  
Applications of Desktop Requisitions Module

Self Service Service Requests Sub Module

ApplicationDescriptionVersRBA
Create Service RequestA self-service application for creating a service request. The service request can be classified with attributes added that are associated with the classification. Documents can be attached to the service request. The details of the service request can accept rich text formatting, URL links and embedded images.   
View Service RequestSelf-service users can search for and view the service requests that they created, or which were created on their behalf. They can view log notes and solutions and raise new log notes.  
Search SolutionsSelf Service users can search for solutions or knowledge documents from a library created in the Solutions application.  
Applications of Service Requests Module

Other Applications

ApplicationDescriptionVersRBA
Service RequestsMaximo Mobile application that can be used by any Maximo user to create a service request. Active requests can be reviewed, and a log note raised to request or give progress. The details of the service request can accept rich text formatting and you can use the devices camera to take a photo or video and associate it with the service request.8.11RBA
Other Self Service Applications

Service Desk Module

ApplicationDescriptionVersRBA
Activities and TasksThis application is found under Change, Release, Service Desk, Task Management and Work Order modules. An activity can be created as a child record to a ticket (service request, incident, problem) or a task can be created as a child record to a work order (change, release, work order). There are only subtle differences between an activity and a task, and they are both stored in the same table along with work orders. An Activity is a type of work order and can itself have tasks. There is no provision for creating an activity or task directly in this application the records are created from the ticket and work order based applications.  
Service RequestsThis is the application used when there is a requirement for a service desk or to respond to requests created from the self-service service request application. Service level agreements can be applied to a service request to create target dates for contact, response, and resolution. Work orders can be created from a service request.  
SolutionsThe Solution application is used to create a library of solutions that can be applied to tickets or a knowledge base that can be searched by self-service users. A solution has descriptions for symptom, cause and remedy and can have attached documents. A solution can have the same classification as assets, locations, items, and other Maximo objects that can be classified.  
Ticket TemplatesA ticket template is a template for a service request, incident, or problem. It can be applied to a ticket that has already been created or it can be used to create and apply the template in one action from a Start Center quick insert portlet. A ticket template can have a set of activities and a classification at either the template or activity level. A ticket template would be used when there are common requests.  
Workflow AssignmentsAn application to monitor and act on your workflow assignments. KPIs show the number of workflow assignments overdue, how many will be due this week, how many are priority 1, and how many work orders these assignments are associated with. You can route a single assignment or accept, reject, or reassign multiple workflow assignments. 8.11RBA
Applications of Service Desk Module

Service Level Module

ApplicationDescriptionVersRBA
Service Level Agreements A service level agreement (SLA) is applied to a type of ticket or work order. An SLA can have multiple commitments and when applied to a ticket or work order these create target dates. An escalation can be set-up to monitor progress against the commitment and send out notifications as the target date approaches.   
Service Groups Service groups and service provides a two-level hierarchy for defining the services that are procured, provided or both. You can associate assets, locations or asset types to a service group or a service group and service combination. Service groups and service combinations can also be related to tickets, work orders, service level agreements and contracts. A service item can be associated to a service group and service when the type is set to procure or both.  
Applications of Service Level Agreements Module

System Configuration Module

Platform Configuration Sub Module of System Configuration Module

ApplicationDescriptionVersRBA
System PropertiesA single page application for managing a system property and its value. System properties are created as part of the Maximo product set, the value can be changed and refreshed to become immediately active.  
LoggingA single page application for managing the settings of various types of system logging and where the logs are output.  
DomainsA domain is a set of values that appear in a drop-down list and provide validation against the values entered. Sometimes referred to as a value list the types are Synonym, ALN, Numeric, Numeric Range, Crossover and Table. In some cases, a condition can be applied to when a value is acceptable.  
Database ConfigurationUsed for configuring the Maximo objects, their attributes, and the relationships between objects. Views can be created, auditing and electronic signatures defined. System error, warning and informational messages can also be modified, or further explanation provided.  
Application DesignerThe application used for configuring the layout of applications, for creating new applications (custom) or copying an existing one (cloning). This application is not used for configuring Role Based Applications, the Maximo Application Framework (MAF) is used for that.  
Communication TemplatesUsed 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.  
ActionsActions can be defined and used in workflow and escalations including the escalations associated with SLAs. Actions can exist in groups with each action being applied in turn. Action types include application actions, set value, change status or custom. Custom actions can be written as a Java class or an automation script.  
RolesRoles are used in workflow, escalations, and communication templates. They resolve to a person, person group, an email address or data related to the current record of an application or the current logged in user. Custom roles can also be created.  
EscalationsAn escalation is a background task that runs under a schedule and monitors the Maximo system for an event or set of events and if found performs one or more actions and notifications.  
Workflow DesignerA graphical tool for defining and revising workflow processes. The application is also used for adding workflow to a new application. Workflow drives a record through a process pushing it to the person or team that needs to respond next (a workflow assignment). Multiple workflow processes can exist per application and record. A workflow process can be auto initiated.  
Workflow AdministrationUsed to manage an active instance of a workflow process. The instance of the workflow process can be stopped or reassigned to another person.  
Cron Task SetupUsed to manage background processes that run automatically against a fixed schedule. Most cron tasks are provided with the Maximo product, for example inventory reorder, PM generation. Custom cron tasks can be created but this requires either a Java class to be written, or a specific class to be referenced that allows you to specify an automation script.  
E-mail ListenersUsed to configure a process that monitors email accounts and then processes the inbound messages. Most often used to convert a received email for a service into a service request.  
Web Services LibraryA web service can be created in the integration framework to allow external systems to send messages or queries to the Maximo database. Web services can be based on an object structure, an enterprise service or there are a set of standard services for objects like asset, ticket, work order, item, etc. The web service schema and Web Service Description Language (WSDL) files can be generated from this application and the xml data for each operation and response xml can be viewed.  
Launch in ContextA launch entry record provides the ability to open the console of an external application from within Maximo either in the same or a different browser session. The external system must be enabled for the web and support the land in context feature. The launch entry can be linked to a record in the action menu, a hyperlink, or a button of a Maximo application. The launch entry can pass data as parameters in the URL calling the external application.  
Automation Scripts An automation script allows you to configure Maximo to perform functions and validations without having to use Java and without restarting the server. An automation script is created with one of several wizards that launches the script from an object, attribute, action, a condition, or an integration point. Scripts can be created and then reused. Scripts can be written in several languages, Jython, Javascript are enabled by default, but other JS 223 scripting languages can be used.  
Email Interaction SetupThis application is used to setup email communications whereby a remote user can change status of a work order or purchase orders or accept/reject a workflow assignment via a response to an email.  
Applications of Platform Configuration Module

Maximo Modules (5)

Maximo Manage modules and applications for System Configuration (Part), Task Management, and Work Orders modules, and those applications which do not have a module (Start Center and Operational Dashboard).
Maximo Manage Modules and Applications – System Configuration (part), Task Management, Work Orders, and applications without a module

System Configuration (continued)

Migration Sub Module of System Configuration Module

ApplicationDescriptionVersRBA
Migration ManagerThe Migration Manager application is used to migrate configuration and some types of reference data from one Maximo environment to another, for example development to test to production. Package definitions are created to define the migration groups to be migrated. The process of migration can then be followed from source to target environment including the review of any error messages. There is the ability to compare the configuration of one environment with another.  
Migration GroupsA migration group defines the configuration objects to migrate. These configuration objects are based on an object structure that is set up to be consumed by migration manager. Migration groups may be dependent on other migration groups having been deployed first. The migration object order is important to load objects in the correct order to avoid referential integrity errors.  
Migration Collections A migration collection simplifies the creation of package definitions. A collection can be based on an application and event tracking enabled to collect records that are added, updated, or deleted by one or more users that belong to a role.  
Object StructuresAn object structure is the common data layer that the integration framework components use for sending and receiving data. An object structure consists of one or more related business objects that define the content of an integration message. The objects are linked together using relationships. Objects structures are used in integration, reports, and migration manager.  
Applications of Migration Module

Other Applications

ApplicationDescriptionVersRBA
Manage Monitoring InformationThis Work Center Tool helps customers and Maximo Customer Support to evaluate the deployment of a Maximo system to help diagnose the cause of system related problems. Provides an API framework that can be used to remotely collect more metrics. WC
Other Applications in the System Configuration Module

Task Management Module

ApplicationDescriptionVersRBA
Activities and TasksThis application is found under Change, Release, Service Desk, Task Management and Work Order modules. An activity can be created as a child record to a ticket (service request, incident, problem) or a task can be created as a child record to a work order (change, release, work order). There are only subtle differences between an activity and a task, and they are both stored in the same table along with work orders. An activity is a type of work order and can itself have tasks. There is no provision for creating an activity or task directly in this application the records are created from the ticket and work order based applications.  
Applications of Task Management Module

Work Orders Module

ApplicationDescriptionVersRBA
Work Order TrackingThe main work order application that allows you to create, plan, approve, progress and complete work orders and their tasks or a hierarchy of work orders. Work orders are typically performed against assets and/or locations.   
Labor ReportingUsed for recording actual time by labor or crew. Labor can be reported against each class of ticket or work order and can be reported for both internal and external labor operating against a labor rate contract. Non-working time and attendance time can be recorded.  
Quick ReportingUsed for entering new work that has already been performed, is about to start or is in progress. There is no plans or assignments tab. Also used by technicians or engineers who want to report work order completion and are in an office and using Maximo rather than a mobile device.  
Activities and TasksThis application is found under Change, Release, Service Desk, Task Management and Work Order modules. An activity can be created as a child record to a ticket (service request, incident, problem) or a task can be created as a child record to a work order (change, release, work order). There are only subtle differences between an activity and a task, and they are both stored in the same table along with work orders. An activity is a type of work order and can itself have tasks. There is no provision for creating an activity or task directly in this application the records are created from the ticket and work order based applications.  
Assignment ManagerAn application for assigning labor or crews to work orders where the primary purpose is to manage the daily workload. Also useful for splitting work across shifts and dispatching urgent work. The application has a split screen with work orders on top and labor/crews below.   
Service RequestsThis is the application used when there is a requirement for a service desk or to respond to requests created from the self-service service request application. Service level agreements can be applied to a service request to create target dates for contact, response, and resolution. Work orders can be created from a service request.  
InspectionsMaximo Mobile application for executing an inspection created by the Manage Inspection Forms Work Center. Voice enabled inspections and photo analysis by Maximo Visual Inspection are two of the more advanced features.8.11RBA
TechnicianMaximo Mobile application for executing an assigned work order or creating a new work order or follow-up work order. You can review the safety on the work order and its planned materials and tools. You can gather the materials and tools needed, report work, add meter readings, report downtime, and report hours used. Tasks can be performed in order using flow control. There is a lot the Technician application can do, but there are a few things missing including support for work order specifications. 8.11RBA
Work ApprovalsMaximo Mobile application for reviewing a work order, but you can also execute the work order, get materials and tools and report work done. It is not a replacement for the Work Supervision Work Center, which had the ability to review Service Requests, change status and create follow-up work orders, then make the work order assignments.8.11RBA
Service RequestsMaximo Mobile application that can be used by any Maximo user to create a service request. Active requests can be reviewed, and a log note raised to request or give progress. The details of the service request can accept rich text formatting and you can use the devices camera to take a photo or video and associate it with the service request.8.11RBA
Work OrdersA modernized and simplified version of the Work Order Tracking application. It has many features, but it is still under development. You can create new work orders or edit existing ones performing common actions like changing status, ownership, creating a follow-up work order or viewing attachments or URL links, but not yet the ability to create attachments. There is a map tab.8.11RBA
Workflow AssignmentsAn application to monitor and act on your workflow assignments. KPIs show the number of workflow assignments overdue, how many will be due this week, how many are priority 1, and how many work orders these assignments are associated with. You can route a single assignment or accept, reject, or reassign multiple workflow assignments.8.11RBA
Applications of Work Orders Module

Non Module Applications

Start Center Applications

ApplicationDescriptionVersRBA
Start CenterThe home page which displays a dashboard with portlets defined in the Layout and Configuration application. A user can have multiple tabs depending on the roles they perform; each tab is a Start Center in its own right.  
Layout and ConfigurationUsed for creating a new Start Center and adding portlets to the left or right column. Also used for modifying an exist Start Center.  
KPI List SetupUsed to define or edit the KPI List portlet used on a Start Center. Select the KPIs to display.  
KPI Graph SetupUsed to define or edit the KPI Graph portlet used on a Start Center. Select the KPIs to display.  
Favorite Application SetupUsed to define or edit the Favorite Applications portlet used on a Start Center. Select the applications and provide a display order in the portlet  
Inbox / Assignments SetupUsed to define or edit the Workflow Inbox/Assignments portlet used on a Start Center. Select the columns to display and their order.  
Result Set SetupUsed to define or edit the Result Set portlet used on a Start Center. Select the application and query, attributes to display, chart, and color options.  
Quick Insert SetupUsed to define or edit the Quick Insert portlet used on a Start Center. Select the application insert actions and provide a display order in the portlet. For ticket-based applications the ticket template to apply can be selected.  
Report List SetupUsed to define or edit the Report List portlet used on a Start Center. Select the reports and provide a display order in the portlet.  
Start Center Applications

Other Applications

ApplicationDescriptionVersRBA
Operational DashboardA modernized version of a Start Center which is under development but promises to be an upgrade on its predecessor. However, it is still a dashboard to help a Maximo user to understand what actions to take, rather than a dashboard for management reporting and business intelligence.8.11RBA
Other applications not part of module

One response to “Maximo Manage Modules”

  1. Emma avatar
    Emma

    This helps a lot, thanks!

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