Blog

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.

Master PM

Learn about Master PMs a template for frequency based Preventive Maintenance (PM) records. We also consider Master PMs used with Asset Templates.

Job Plans

Learn about Job Plans, the template for a work order. Sorry, there’s no room to squeeze in Dynamic Job Plans.

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.

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.

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.

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.

Solutions

Learn about creating and applying solutions, your knowledge base records.

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.

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.

Master PM

Learn about Master PMs a template for frequency based Preventive Maintenance (PM) records. We also consider Master PMs used with Asset Templates.

Job Plans

Learn about Job Plans, the template for a work order. Sorry, there’s no room to squeeze in Dynamic Job Plans.

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.

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 how you can move and modify one or more assets, or how you can swap one asset with another including some limitations.

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.

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.

Linear Assets (10) – Condition Monitoring

This article covers Linear Asset changes on the Condition Monitoring application including how to generate work orders, which includes settings in Organizations and Cron Task Setup applications. The article finishes with Meter Readings on the Work Order Tracking application. Condition Monitoring Linear is also supported in the Condition Monitoring application when you add a measurement. I’ve created a Condition Monitoring Point 1006 –…

Linear Assets (9) – Meters

This article returns to the Assets application to see how meters are supported on Linear Assets. Assets Applications – Meters Tab A continuous meter on a linear asset, for example a count of the number of accidents, or traffic volume must be placed at a measure along the linear asset. For gauge or characteristic meters, the measure…

Linear Assets (8) – Work Orders

This article reviews the changes in the Work Order Tracking application to support Linear Assets, but it does not include meters and meter readings. Performing Work on Linear Assets There are a few work order scenarios about linear assets that can be accommodated on both the Work Order Tracking and Quick Reporting applications.  You can perform work…

Linear Assets (7) Routes and PMs

This article explores the changes to the Routes and Preventive Maintenance applications to support Linear Assets. Routes Application Route Tab In the Routes application we will look at Route I-95N SI with a description of “I-95N in 10 mile segment increments (SI)”. This is set to create Entries in the Work Order’s Multi Asset, Location and CI Table. Notice,…

Linear Assets (6) – Service Requests

This article shows how a linear asset is used in the Service Requests application, and in the Create/View Service Requests applications. Service Requests Application – Linear Segment Details If you are working on a linear asset in applications like Service Requests, Work Order Tracking, Preventive Maintenance, Routes or Condition Monitoring, the Linear Segment Details section will appear to help…

Linear Assets (5) – Relationships

This article explores Relationships needed for linear assets and how they are used in the Relationships tab of the Assets application. Relationships Application Relationships Tab The Relationships application allows you to define a custom name to describe a relationship between assets or configuration items (CIs). The Use With field has the two options ASSET or CI. When the Use…

Linear Assets (4) – Asset Specifications

This article explores the Specifications tab on the Assets application. Assets Application – Specifications Tab A linear asset can be classified, and the classification can have a set of attributes that describe the asset. For example, a road may have an attribute of road surface, number of lanes, or speed restrictions. For a linear asset the attribute…

Linear Assets (3) – Asset Features

This article uses features on a linear asset in the Features tab on the Assets application and includes the asset feature’s specification Assets Application – Features tab With the features created you can now add them to the linear asset in the Features tab of the Assets application. I-95N has 12 asset features, 10 Mile Posts and…

Linear Assets (2) – Features

This article will take a reader through the Features application but will also describe some changes made in the Classifications application to support linear assets and features. Features A feature is a class of physical object that you will find along a linear asset. For example, along a road you will find mile posts, guard rails and overhead gantries.…

Linear Assets (1) – An Introduction

An Introduction to Linear Assets Linear is an add-on to Maximo in Maximo 7.6.x but becomes part of Maximo licensing when existing clients convert to AppPoints under a Maximo Application Suite license. Since v7.1 it has been a part of all Maximo installations but turned-on when a license key is applied. For a Maximo 7.6…

Maximo Mobile – Technician (3)

This article is the third and final part into a review of the Maximo Mobile Technician application. The first part you can find here, it is where you should start – http://maximosecrets.com/2022/01/26/maximo-mobile-technician-1/ and the second part can be found here – http://maximosecrets.com/2022/01/27/maximo-mobile-technician-2/. This is part of a series of articles to discover the capability of the new Maximo…

Maximo Mobile – Technician (1)

This is the third of a series of articles to discover the capability of the new Maximo Mobile applications. The system I am using has Maximo Mobile 8.3 installed, this is the November 2021 release, in System Information it indicates IBM Maximo Application Framework 8.6.0.0 Build 20211012-1522 DB Build V7600-18. I am initially using a desktop browser;…

Maximo Mobile – Work Approvals (1)

This is the second of a series of articles to discover the capability of the new Maximo Mobile applications. The system I am using has Maximo Mobile 8.3 installed, this is the November 2021 release, in System Information it indicates IBM Maximo Application Framework 8.6.0.0 Build 20211012-1522 DB Build V7600-18. I am initially using a desktop browser;…

Maximo Mobile – Service Requests

This is the start of a series of blog posts to discover the capability of the new Maximo Mobile applications. The system I am using has Maximo Mobile 8.3 installed, this is the November 2021 release, in System Information it indicates IBM Maximo Application Framework 8.6.0.0 Build 20211012-1522 DB Build V7600-18. I am initially using a desktop…

KPI Templates

As the name suggests a KPI Template is a way of generating multiple KPIs linked to the KPI Template. The KPI Templates application will be found in the Administration module and KPI sub-module. In the MAXDEMO database there are a couple of good examples, we will look at Template 1001 – Schedule Compliance of Completed…

KPI Manager

The KPI Manager application is used to create and maintain records that provide operational Key Performance Indicators (KPIs). I’ve deliberately described these as operational KPIs and not business KPIs. They will help to determine how Maximo is being used and the results can be tracked over time and displayed on a Start Center.  Each KPI…

Escalations – Advanced Topics

In this article we will look at the actions found in the Escalations application and a number of advanced topics so that you understand the use of the Repeat field, the Calendars/Shifts on the escalation and escalation point, and how communications are written to the Communication Log. We will also review how to determine the…

Escalations

An escalation is a background task that can monitor an object in Maximo and for the records where the condition evaluates to true it can notify you through a Communication Template or it can perform an Action. There is an Escalations application which is the focus of this article. Escalations are also embedded in a…

Actions

Actions are used in Workflow and Escalations; they will also be found in Service Level Agreements (SLA) as there is an Escalation tab. This article will discuss the Action application and the standard action records provided in Maximo, the practical use of these actions will be followed up with articles on SLAs, Escalations and eventually…

Communication Templates

A communication template is a template for an outbound email and is used in Workflow, Escalations and in applications through the Create Communication action. The Communication Templates application will be found in the Administration module and in the System Configuration – Platform Configuration module. List Tab There are a variety of existing Communication Templates which…

Roles

A role is a pointer that resolves to a person or team, a person group. For example, the person who reports a service request, the buyer of a purchase order, the team responsible for safety, etc. Once it has found a person or team Maximo can derive an email address and use this in email…

Ticket Communications (3)

This is the last of the three articles on Ticket Communications and will focus on the Communication Templates and Roles provided for Tickets in the out of the box Maximo system. The illustrations will show two of the Global Ticket Communication Templates in action, one for Incidents and one for Problems, which can be used…

Ticket Communications (2)

This is the second article of three reviewing the functionality behind the Create Communication action on the ticket-based applications. The first article introduced the Create Communication dialog and the three tabs that you get when you open the To field’s Select Value to look up a recipient of the email. In the article we showed…

Ticket Communications (1)

This is the first of three articles on Ticket Communications, and they focus on the Create Communication action in the Ticket based applications. The articles do discuss a bit about Roles and Communication Templates but only to see how they are applied, there is scope for other articles on those two applications. To help you…

Work View

The Work View is not a database view but an application in Maximo with some surprisingly special capabilities for an application that does not allow inserts, updates or deletes. The Work View was designed to provide a single view of all the tickets and work orders that a user is responsible for or where they…

Solutions

Solutions are used as a knowledge base and can be searched by end users from the Self-Service module. This article will cover all aspects associated with Solutions. Solutions Application In the article on Incidents and Problems we used the Create Solution action to create solution 1047 at DRAFT status. You cannot see which record created…

Incidents and Problems

When I started this article, I had wondered whether to make the title Corrective Action and Preventive Action (CAPA) instead. The two applications are called Incidents and Problems, and so I decided to stick with that. I have also used this article to discuss the Duplicate and Delete actions. Incidents – Corrective Actions, Problems –…

Ticket Time Tracking

This article will first look at recording time against the Service Request. However, you can also record time against the activities of a ticket, therefore we will follow with recording time against an Incident. The Incidents application has an Activities tab, the Service Requests application while supporting activities, does not have an Activities tab.  Time…

Status Inheritance on Tickets

There are three scenarios where the status could be inherited on a ticket. Inherit Status from a Follow-up TicketInherit Status from a Global IssueInherit Status from a Follow-up Work Order A ticket can have one or more activities and like there is a rolldown of statuses from a parent work order to its children there…

Service Level Agreements (4) – Related SLAs

This article will show how we can have one SLA supporting another. For example, a customer SLA may have multiple supporting SLAs, these may be of type INTERNAL, an Operational Level Agreement, or of type VENDOR, an underpinning agreement. There is nothing stopping one Customer SLA supporting another Customer SLA, but this would be less…

Service Level Agreements (3) – Applying Multiple SLAs

This is the third article in a series on the Service Level Agreements application. The first two in the series: Introduced SLAs and showed how you could manually apply them to a Service Request. You can find the article here: http://maximosecrets.com/2021/11/08/service-level-agreements-1-an-introduction/Discussed the SLA filter criteria and matching process that applies a single SLA to a…

Service Level Agreements (1) – An Introduction

The Service Level Agreements (SLA) application is a powerful application but can be a bit difficult to understand. Then there are two versions the one you get in base Maximo and the one which Maximo for Service Provider clients use, which is the one embedded in other Maximo products like Maximo for Aviation or IBM…

Service Requests – Multiple Assets

The Service Request application can reference multiple assets, locations, and configuration items (CIs). This article reviews this feature, and what you can do with the records once they have been added. Using the New Row on the Multiple Asset, Location and CIs table For this scenario I have created a new Service Request 1301 with…

Loading…

Something went wrong. Please refresh the page and/or try again.

%d bloggers like this: