Maximo Secrets

Work Order Tracking – Assignments Miscellany

Contents This is the fourth in a series of articles on the Assignments tab of the Work Order Tracking application. In the first article – Simple Work Assignments in Work Order Tracking – I showed that you could use the Assignments tab to dispatch a labor to a work order without using a Job Plan…
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Work Order Tracking – Assignments with Work Zones

Contents This is the third of a series of articles on the Assignments tab of the Work Order Tracking application. In the first article – Simple Work Assignments in Work Order Tracking – I showed that you could use the Assignments tab to dispatch a labor to a work order without using a Job Plan…
Read more: Work Order Tracking – Assignments with Work Zones
Work Order Tracking – Assignments without Work Zones

Contents In the article – Simple Work Assignments in Work Order Tracking – I showed that you could use the Assignments tab to dispatch a labor to a work order without using a Job Plan or using the Plans tab of the application. You can find the article here: http://maximosecrets.com/2020/11/30/simple-work-assignments-in-work-order-tracking/ In this second of a…
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Simple Work Assignments in Work Order Tracking

Contents Work assignments are made in the Assignments tab of Work Order Tracking application and require either a Labor or Crew. The Responsibility section found at the bottom of the main Work Order tab should be considered as the “ownership” of the work order and requires a Person, and not a Labor record, it should…
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Labor

Contents A Labor record must reference a Person record but we will see later that you can create a Person record from the Labor application. But why do we have both in Maximo? A Labor record is used with work order assignments, a labor may be assigned to a crew position, so a Labor record…
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Graphical Resource View (3) – Miscellaneous

Contents This is the last of three articles on the Graphical Resource View application. I am assuming you have read the first two which you can find here: Labor http://maximosecrets.com/2020/10/20/graphical-resource-view-1-labor/ Crews http://maximosecrets.com/2020/11/19/graphical-resource-view-2-crews/ This article will be a mixed bag including a deeper dive into the toolbar settings and some configuration of the application. We will…
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Graphical Resource View (2) – Crews

Contents The Graphical Resource View application has been designed to allow you to graphically enter and modify availability records for labor and crews. This is a graphical method of handling similar functionality to the two actions Modify Person Availability and Modify Crew Availability in the People and Crews applications respectively. This article will focus on…
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Crews (2 of 3) – Crew Work Groups

Crew Work Groups are used to limit what crews can be assigned to work; a crew can belong to a crew work group. A work order can inherit its crew work group from a Preventive Maintenance record or a Job Plan and when you make an assignment the available crews are those that belong to…
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Crews (1 of 3) – Defining Crews

The Crews application is too large for one article and so I will split it between: Defining Crews (this article) Crew Work Groups Assigning Labor and Tool Assets to Crews. I am also aiming to write other articles on the Graphical Crew Management application which is used in the daily shuffle of labor between crews,…
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Crew Types

Crews originated in Maximo for Utilities and was introduced in Maximo Scheduler 7.5.1 and then rolled into core Maximo as part of Maximo 7.6. A crew is a group of Labor and Tool Assets that work together to complete work order assignments. A crew has one or more positions with required craft and skill levels…
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Qualifications

Contents The Crafts application defines the maintenance disciplines and competency levels, referred to as Skill Levels in Maximo. Qualifications define the specialist skills and certifications that a person possesses that may help to decide between one Labor record or another when assigning work. A qualification can also be a requirement to use a tool or…
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Crafts

Contents Craft records are used to define disciplines that one or more employees or contractors possess, and which are used in the planning of work. Some traditional examples of crafts are Mechanic, Electrician, Plumber, Carpenter, but crafts are used in every industry, for example in IT, Deskside Support, Service Desk Tier 1, Service Desk Tier…
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Graphical Resource View (1) – Labor

Contents The Graphical Resource View application has been designed to allow you to graphically enter and modify availability records for labor and crews. This is a graphical method of handling similar functionality to the two actions Modify Person Availability and Modify Crew Availability in the People and Crews applications respectively. This article will focus on…
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People – Modify Person Availability

Contents The Calendar does not define the availability of a labor or crew alone. With its shifts the calendar defines the work periods that would be considered working time from other periods in a day or week which would be considered non-working time. The calendar is designed to be shared between multiple labor or crews,…
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Calendars

Contents In Maximo calendars are used on labor and crew resources, and on locations and assets to indicate operational periods. They are used with Service Level Agreements and there are also some hidden references to a calendar which you might discover if you attempted to delete a calendar. Calendars are fundamental to the Maximo Scheduler…
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