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Communication Templates Maximo provides the ability to send emails to recipients from many applications, but the most widely used will be from a service request or a work order. Other applications with a Create Communication action are Purchase Requisition, Purchase Order, Bulletin Board and the KPI Viewer. Emails can also be sent automatically as part…
Operating Policies (HSE) An operating policy defines a maintenance strategy or operating policy for a work asset. It can also be used for a performance standard. Operating policies may result from: asset studies – example, FMECA, or Reliability Centered Maintenance hazard studies – example, Hazards and Operability Study (HAZOP), or a Layers of Protection Analysis…
Regulatory Compliance (HSE) The Regulatory Compliance application will be used mainly for recording external regulations and their certifying authorities that are relevant in the performance of activities across Maximo. The attachments icon is likely to contain a URL link to either the web page of the regulation or a copy of the regulation booklet. A…
The Resources module is a sub-module of the Administration module. People A person is someone who is referenced in a Maximo application and a person record must be created before a labor or user record is created. A labor record is someone who is assigned and performs work. You can actually create a new person…

Learn about the applications in the Contracts module

Learn about the applications in the Purchasing module

Learn about the applications in the Inventory module.
The Investigations (HSE) application is used for investigations into safety and environmental related incidents but also for investigations into equipment reliability and quality issues. The application is based on a view of a ticket called PROBLEM. An investigation is normally created from a defect or an incident, but it can also be created from a…
Hazards (HSE) There are different types of hazard; chemical, mechanical, electrical, biological, physical, ergonomic, process, environmental, etc. A hazard can have multiple precautions to mitigate the risks associated with the hazard. A hazard can also be marked as a hazardous material in which case health, flammability, reactivity, or contact ratings and the reference to the…
Risk assessments are used widely across the HSE applications. We probably mostly associate risk assessments with job safety but the Risk Assessments (HSE) application can also be used for operational or business risk assessments and environmental impact assessments. Risk Assessments are principally used on: Job Plans (HSE) – Details tab, Risks sub tab. The job…
Standard Actions and Standard Action Groups are used in quite a few HSE applications and sometimes in multiple places within one application. For example, standard actions are used in four different places in the MOC (HSE) and Permit to Work (HSE) applications. There are two types of Standard Actions, a checklist and a review action.…
Solutions (HSE) A Solution is used for Knowledge Management and is most widely used on an Investigation. In an aging workforce capturing existing knowledge is an important activity. The Solutions (HSE) application is a clone of the base Solution application in Maximo. A solution has three long description fields for Symptom, Cause and Resolution, each…
A defect can be: a maintenance or operational defect a non-conformance to a regulation, operating policy or operating procedure A defect is often thought of as an incident with a piece of equipment or a system. Some defects may result in an investigation in order to understand the true nature of the defect and then…
The use cases for Incident Management reporting include, injury and illness, environmental or security incidents, a near miss, a spillage, a safety observation or a failure in a safety process. These are events with an HSE impact, for non-HSE related events the Defects (HSE) application can be used. Incident reporting can be performed through a…
The Service Requests (HSE) application would be the main application used by a Service Desk function. It is the application which connects Maximo users to non-Maximo users or infrequent users who only make a request for a particular type of service. The Service Requests (HSE) application is often used to support office facility requests. However,…