This page shows the latest blog posts. You’ll see that there is a 5-month gap between April and August 2022. That is because I have been working on getting the Maximo Bite Size podcast and Maximo Secrets YouTube channel established. You would have seen the posts for these on the Home page and you can now follow their progress for their top menu items. I did want another page for other articles not associated with the podcast or videos – and that is this page, I hope to add to it soon.
Maximo Scheduler Enhancements since 7.6.8
Get to know the enhancements made to Maximo Scheduler since Scheduler 7.6.8 in July 2020.
This article is work in progress.
Scheduler Enhancements – Part 1
Learn about some of the IBM Ideas (enhancements) that have been delivered for Maximo Scheduler since Scheduler 7.6.8 (Maximo 7.6.1.2) – Part 1.
Maximo User Interface 9.1
Learn about the new user interface features that you will find in MAS 9.1.
Maximo History – 1999 to 2002 – Maximo 4i
Continuing the history of Maximo, the other side of the coin to MRO.com during the years 1999-2000. Surviving the dot-com years with Maximo 4i.
Maximo History – The dot-com years (1999-2002)
During the three year period between 1999-2002 PSDI split and formed a subsidiary MRO.com. I have also split this period into two, with the Maximo article for the same period following next.
Maximo History – 1996 to 1998 – Years of Growth
The second part in the history of Maximo. A personal reflection, my first 3 years with Maximo.
Maximo History – 1985 to 1995
Maximo reached its 40th birthday on 13th May 2025. Read about the early years, the first decade, you’ll love the postscript.
This is a personal view, based on what I remember and a lot of research
New Features in MAS 9.0 and 9.1
If you are an existing Maximo client upgrading to MAS or you are in the process of upgrading then this presentation has been written for you. It highlights the differences in core Maximo between Maximo 7.6.1.3 and MAS 9.0 and MAS 9.1.
Step 4 – Planning/Scheduling Maturity – Labor
Step 4 in Planning and Scheduling Maturity is Labor, the first Planning Work step.
Every work order should have a work plan labor record, and a few other work order fields should be set. When first setting out in Maximo this article provides details of the minimum data you should set-up in order to…
Step 3 – Planning/Scheduling Maturity – Availability
Step 3 in Planning and Scheduling Maturity is Availability, creating availability for labor or crews, modifying the availability with holidays, sick and other period of unavailability and then assigning work within the availability of the labor or crew.
Step 2 – Planning/Scheduling Maturity – Assignments
Step 2 in Planning and Scheduling Maturity is Assignments, assigning the work order to the labor or crews who will execute the work at a Scheduled Date/Time. It is using the Assignments Tab in the Work Order Tracking application.
Step 1 – Planning/Scheduling Maturity – Ownership
Step 1 in Planning and Scheduling Maturity is Ownership, understanding which team and individual is taking responsibility for the work order throughout its life.
Asset Templates (Tr)
Learn about the additions to the Asset Templates application made by the Transportation Industry Solution.
Asset Lists (Tr) and Campaigns (Tr)
Learn how Asset Lists are used to support the creation of a work package for a Campaign.
Complex Assets – Discovery
Complex Assets is new (1-Nov-2024). It is a reworking of Maximo for Aviation which includes Asset Configuration Manager, Service Provider, and parts of Transportation and Health, Safety and Environment. This article is my early discovery of what applications are new or have been changed with Complex Assets.
Upgrading to MAS 9.0
Learn about Maximo Application Suite, Maximo Manage, the set of five add-ons that I’m calling the Included Capabilities, Licensing, the differences that you might expect to see or encounter, and a look ahead to IBMs Lifecycle Policy for MAS. A lot to cover and I’ll summarise at the end.
IBM Maximo – Upgrading to MAS 9.0
Learn what an upgrade to Maximo Application Suite means and what to expect.
Operational Dashboard and Work Queues
Contents Hello, and welcome back to Maximo Bite Size. A series of videos on the functional aspects of Maximo Manage. Title Good morning and welcome to the first episode in the series looking at the new features in Maximo Manage, for the release MAS 9.0. I’m Andrew Jeffery and today we’ll be discussing the Operational…
Operational Dashboard and Work Queues
Learn about the Operational Dashboard and Work Queues which will become the replacement for the Start Centers. I’ll also discuss the differences with Start Centers.
Operational Dashboard (MAS 9.0)
Learn about the changes made to the Operational Dashboard in MAS 9.0.
Work Queue Manager (MAS 9.0)
Learn about the Work Queue Manager application that is used with the Operational Dashboard. This includes new features in MAS 9.0 (June 2024) but also reworks the original MAS 8.11 (September 2023) features.
MAS 9.0 – Initial Review (1)
Learn about some of the MAS 9.0 enhancements to Maximo Manage in Routes, Job Plans, Work Order Tracking, Operational Dashboard, Work Queues and Work Orders.
MAS 9.0 New Features
Learn about the scale of the new MAS 9.0 enhancements, there are a lot of new features across the whole suite.
Vendor and Unit Cost logic for Inventory Reorder
Learn the logic that Maximo uses to derive the vendor and unit cost during the inventory reorder process.
Lease/Rental Contracts
Learn how to create lease and rental contracts including the setting up of payment schedules.
Maximo Manage – Linear
Learn how Maximo supports Linear Assets, roads, railways, pipelines, across several applications.
Maximo Manage – Analytics
Learn about the applications in the Analytics module and how analytics is enabled across Maximo Manage.
IBM Maximo Manage Overview
Learn about some of the capabilities of Maximo Manage, starting with core Maximo and followed by the included capabilities, the current product portfolio, and a personal look ahead to what might be coming next.
IBM Maximo Application Suite Overview
Learn about Maximo Application Suite, with an overview of each of its applications (MAS 8.11)
Work Orders Role Based Application (RBA)
Learn about the role-based application providing a modernized and simplified form for a work order.
Operational Dashboard (MAS 8.11)
Learn about the Operational Dashboard a modernised option to the Start Center (still under development).
Work Queue Manager (MAS 8.11)
Learn about the new Work Queue Manager application that is used with the Operational Dashboard. This was released in MAS 8.11 (September 2023).
A history of Maximo and why today it is more than an EAM system.
Ever wondered what the history of Maximo is? Well, in May 2025 it will be 40 years old, for software that is a long time.
Role-Based Applications – Technician (4)
The fourth article on the Technician Role-Based Application. This article covers other areas of reviewing the work order, including specifications, tasks with/without flow control and the start/stop timers.
Role-Based Applications – Technician (3)
The third article on the Technician Role-Based Application. This article covers other areas of reviewing the work order, and still more of this to come in the next article.
Role-Based Applications – Technician (2)
The second article on the Technician role-based application with a focus on the review of the work order. For some areas more details will be provided in later articles.
Role-Based Applications – Technician (1)
Learn about the Technician role-based application. This is the first in a series of articles focussing on the creation of a new work order and the initial review of the work order.
Role-Based Applications – Service Requests
Learn about the Service Request role-based application which is part of Maximo Mobile. This is part of the Self Service module and users who only have access to this module do not consume App Points.
Role-Based Application – Asset Manager
Learn about the Asset Manager role-based application, a part of Maximo Mobile. It provides functions to create assets or modify assets that you created or where you are the custodian of the asset.
Reliability Strategies
Learn about the Reliability Strategies application released 09/23, a starting point for introducing Reliability Centered Maintenance (RCM) to Maximo.
Issues and Transfers
Learn about the Maximo Mobile application called Issues and Transfers. It was released recently with Mobile 8.11.0 in September 2023 and this is a first release. It has limitations, so find out what you can currently do, and what you cannot.
Role Based Application – Issues and Transfers
Learn about the role based application Issues and Transfers which was new for MAS 8.11 (September 2023). This is a first release, another is expected in 2024. The current focus is enabling Issues from an Inventory Usage record including the conversion of a reservation.
Role Based Application – Inventory Receiving (2) – Shipment Receiving
Learn about the Shipment Receiving application which is part of the Inventory Receiving role based application. This is used for inter-storeroom transfers created initially from an Inventory Usage record.
Inventory Receiving
Learn about the first part of the Inventory Receiving application which is for receiving, inspecting materials, the equivalent of the Material Receipts tab in the desktop Receiving application.
Role-Based Application – Inventory Receiving (1)
Learn about the role based application Inventory Receiving, specifically the first option for Inventory Receiving – PO Material Receipts.
Role-Based Application – Inventory Counting
Lean about the Role Based Application Inventory Counting which is an online table based application for performing physical counts and reconciling balances. It supports counting against the items in a Count Book.
Count Books
Learn about the new Inventory application Count Books for defining what you want to count, performing the physical count and reconciling the balances.
Inventory ABC Analysis
Learn about the Inventory ABC Analysis fields, and how they can be set by a report and used with cycle counting.
Consignment Inventory
Contents Consignment inventory is inventory that is owned by a vendor but stocked in your storeroom and you pay for the items as you consume them. The advantage is that you don’t pay for what you don’t use, you don’t pay at the point in time you receive the item, providing a cash flow advantage,…
Meter Based PMs and PM Hierarchies
Learn about Meter Based PMs including mixed Time and Meter PMs. Learn about PM Hierarchies.
Quiz – Meters, Meter Groups and Condition Monitoring
Now you have listened to the podcast, try your luck with the quiz.
Quiz – Location Types and Location Systems
Now you have listened to the podcast, try your luck with the quiz.
Preventive Maintenance – Time Based
Learn about time based Preventive Maintenance, a first step before meter-based PMs, PM hierarchies, and PM Forecasting which we will cover later.
Master PM
Learn about Master PMs a template for frequency based Preventive Maintenance (PM) records. We also consider Master PMs used with Asset Templates.
Routes and Collections
Learn about two similar applications Routes and Collections and when you would use one or the other.
Job Plans
Learn about Job Plans, the template for a work order. Sorry, there’s no room to squeeze in Dynamic Job Plans.
Calendars, Shifts and People/Crew Availability
Learn about one of the first steps in Planning and Scheduling Maturity, availability. Calendars and Shifts are defined before modifying the work periods to define People/Crew Availability.
Crew Types, Crews and Crew Work Groups
Learn about Crew Types, Crews and how Crew Work Groups fit in. If multiple technicians or engineers normally work together then crews are used, it is not just for utilities.
Craft, Labor and Qualifications
Learn about three of the applications in the Resources module, Crafts, Labor, and Qualifications and how they work together.
People and Person Groups
Learn about two of the applications in the Resources module which are considered core data and likely to be used by all Maximo clients, People and Person Groups.
Asset Relationships
Learn about the Relationships application when not used in conjunction with linear assets. Learn how relationships can be added between an asset and another asset or a location.
Location and Asset Status
Learn that while locations and assets share a common set of values, how you might modify this. Learn the differences between changing status on locations and assets, and what happens to the asset status if it is moved between sites.
Failure Codes and Failure Reporting
Learn about Failure Codes and Failure Hierarchies and techniques for creating a hierarchy. Learn about Failure Reporting on a work order and settings that can affect this.
Asset Downtime
Learn about changing the asset state, reporting downtime, or modifying downtime history. Learn about the differences with reporting downtime on a work order and some settings that effect this.
Asset Moves and Asset Swaps
Learn about the various associations that can be made with Locations and Assets: Users and Custodians, Services, Inspection Forms, Work Zones, and Time Zones.
Location and Asset Associations
Learn about the various associations that can be made with Locations and Assets: Users and Custodians, Services, Inspection Forms, Work Zones, and Time Zones.
Asset Subassemblies and Spare Parts
Learn about the differences between asset subassemblies and spare parts and how spare parts can be added automatically. Learn why you might use the Assets action Issue Items From Storeroom.
Location and Asset Specifications
Learn about Location and Asset Classifications and Specifications. Learn about the inheritance of Location and Asset Specification values from an Item Specification and how to control this.
Rotating Assets
Learn what a rotating asset is and isn’t. Learn about the features of rotating assets, and how some of these features are also applicable to locations.
Asset Templates
Learn about Asset Templates and how they can be applied to assets or used to generate assets, including the generation of rotating assets.
Location and Asset Meters
Learn how meters are applied to locations and assets. Learn about meter readings and the reset/replace options for continuous meters.
Meters, Meter Groups and Condition Monitoring
Learn about the meter types and how meters can be grouped including the calculation options for continuous meters. Learn about Condition Monitoring points and how they are connected to meters.
Service Addresses
Learn about the Service Address application and how it can be applied to a location or asset, or how it can be inherited from the asset or location hierarchy. Learn about the Service Address Options found in the Organizations application.
Location Types and Location Systems
Learn that there are several location types, not just OPERATING, and an operating location can belong to multiple systems and can have multiple parents in a Network System.
Monitoring Service Level Agreements
Learn how to monitor Service Level Agreements (SLAs) by applying Escalations or associating Key Performance Indicators (KPIs).
Applying Service Level Agreements
Learn about the filter criteria for a Service Level Agreement (SLA) and the matching process when the SLA is applied and what happens if multiple SLAs are a match.
Configuring Service Level Agreements
Learn about the basics of Service Level Agreements (SLAs) in Maximo. This is an introduction, and it should be understood before attempting Applying SLAs or Monitoring SLAs.
Work Log and Communication Log
Learn about the work log and communication log and how the records become visible across tickets and work orders.
Global Issues and Related Records
Learn about the different types of relationships between tickets and/or work orders and what happens when you declare a global issue.
Service Requests with Multiple Assets/Locations
Learn how to create a ticket that applies to multiple assets, locations, or configuration items, and what happens when you wish to create work orders.
Work View
Learn about the Work View application, why it was created, where it is used and how it can improve the performance of your Maximo system.
Ticket Ownership and Time Tracking
Learn about ticket ownership, the start/stop timer and costs associated with tickets.
Ticket Status and Status Inheritance
Learn about the statuses on the ticket-based applications and how they can inherit their status from other tickets or work orders.
Service Requests
Learn why we use a Service Request and the process for creating a new Service Request.
Ticket Templates
Learn how a Ticket Template can be used to default fields for a Service Request. We start with an introduction to Tickets and finish with how the Service Request Work Center or Maximo Mobile Service Request is linked to a Ticket Template.
Service Groups
Learn about Service Groups where they are used across Maximo and how they can be used to relate similar Service Requests (tickets).
Applying Safety Plans
Learn about the Work Assets tab on Job Plans, applying a Safety Plan to a work order or adding additional safety records. Finally, how to create material safety records on a work order.
Building Safety Plans
Learn about safety on the Locations and Assets applications. Then how to use these to build yourself a Safety Plan.
Hazards, Precautions and Lock Out / Tag Out
Learn about the three types of hazards including a tag out records that have lock out operations created in the Lock Out/Tag Out application.
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