Latest Articles

  • Service Request – Work Logs

    Service Request – Work Logs

    Contents This article will look at three scenarios to show that by default work log records are visible in other applications than the one they were created in. Creating a Log Note from View Service Request In a previous article REDDING – Tony Redding created a service request 1273, we can see this in the…

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  • Service Request – Related Tickets

    Service Request – Related Tickets

    Contents As a Service Desk agent, you would be querying where the Owner is yourself. Here I am logged in as AJE – Andrew Jeffery and I have one issue to deal with. The Service Request 1273 was created as part of the Self Service Service Request article which you can find here: http://maximosecrets.com/2021/10/01/self-service-service-requests/. It was…

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  • Ticket Statuses

    Ticket Statuses

    Contents The status levels of a Service Request, Incident or Problem are the same. They are NEW, QUEUED, PENDING, INPROG (In Progress), RESOLVED, and CLOSED. The Synonym Domain SRSTATUS has CANCELLED and REJECTED as synonyms of CLOSED. There is also a status level for HISTEDIT that supports the action Edit History Service Request. We’ll focus…

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  • Automatically Apply a Ticket Template

    Automatically Apply a Ticket Template

    A Ticket Template can be manually applied to a Service Request, Incident or Problem through the actions Apply Service Request Template, Apply Incident Template or Apply Problem Template respectively. A dialog opens allowing you to choose the appropriate template for the class of ticket, SR, INCIDENT, PROBLEM. If you have many ticket templates, then finding…

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  • Quick Insert Portlet

    Quick Insert Portlet

    A Ticket Template can be manually applied to a Service Request, Incident or Problem through the actions Apply Service Request Template, Apply Incident Template or Apply Problem Template respectively. A dialog opens allowing you to choose the appropriate template for the class of ticket, SR, INCIDENT, PROBLEM. It would, of course, be nice if the…

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  • New Service Requests

    New Service Requests

    Contents In the article on Self-Service Service Request, user REDDING submitted a new service request 1273, the conference room he uses was found to be too hot. We’ll start by examining that service request from a service desk agents view, with user WILSON. Later, we’ll create a new service request from scratch in the Service…

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  • Take Ownership and Select Owner

    Take Ownership and Select Owner

    Contents One of the first actions of the responder to a service request is to use the action Take Ownership. This makes the logged-in user the Owner of the service request and it changes the status from NEW to QUEUED to indicate to the person who reported the issue that the service request is being…

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  • Edit Mode

    Edit Mode

    In the Service Requests application, you may find that the first button in the toolbar is a pencil icon, this enables editing of the record. If you do have a blue pencil button, then the fields in the application will be read-only. Edit Mode can be enabled on an application if the same record is…

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  • Date Attribute on Classifications

    Date Attribute on Classifications

    In the Classifications application and actions Add/Modify Properties – Attributes, there is a new data type of DATE. I can’t say when exactly this was added but I am using Maximo 7.6.1.2 with an IFIX from November 2020. So, fantastic, let’s give it a whirl, I think many Maximo consultants would be interested in this.…

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  • Self Service Service Requests

    Self Service Service Requests

    Contents The Self-Service applications have a license profile for which there is no license fee, allowing them to be used by a wide number of users. There are two applications associated with Service Requests and this article will look at both. The Submit a Service Request Work Center will be the subject of another article.…

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  • Applying Ticket Templates

    Applying Ticket Templates

    Contents There is an action on the Service Request application – Apply Service Request Template, a similar named action is on the Incidents and Problems applications. As the name suggests a ticket template is a template for a common request or incident, when applied it copies over fields to the ticket-based application, in our case…

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  • Ticket Templates

    Ticket Templates

    Contents A Ticket Template is what its name suggests, a template for a ticket, similar to a job plan being a template for a work order. A Ticket Template is applied through an action on the Service Requests, Incidents or Problems applications, the three types of ticket. They are also used in the Service Request…

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  • Safety Module Overview

    Safety Module Overview

    Contents The safety module in Maximo is found as part of the Planning module and consists of four applications, Hazards, Precautions, Lock Out / Tag Out, and Safety Plans. The records from these applications are used in Locations, Assets, Job Plans and Work Order Tracking. A hazard can also be referenced in the Item Master…

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  • Building Safety Plans

    Building Safety Plans

    Contents This is the fourth of five articles on the Safety module of Maximo and the second article on the Safety Plans application.  The two Safety Plans articles are: You can find the article on Applying Safety Plans here: http://maximosecrets.com/2021/07/02/applying-safety-plans/ Apart from a generic safety plan with just a set of hazards that a user will indicate…

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  • Applying Safety Plans

    Applying Safety Plans

    Contents This is the third of five articles on the Safety module of Maximo. Safety Plans are used to default hazards and their precautions, hazardous materials, and lock out/tag out plans to a work order so that the work can be performed safely. A safety plan can be associated with a job plan so that…

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