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.
Consignment Inventory
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, and…
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.
Meter Based PMs and PM Hierarchies
Learn about Meter Based PMs including mixed Time and Meter PMs. Learn about PM Hierarchies.
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.
Crafts, 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 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.
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.
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 (2)
This article is the second 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/. This is part of a series of articles to discover the capability of the new Maximo Mobile applications. The system I am using has Maximo Mobile…
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 (2)
This article is the second part into a review of the Maximo Mobile Work Approvals application. The first part you can find here, it is where you should start – http://maximosecrets.com/2022/01/19/maximo-mobile-work-approvals-1/ This is part of a series of articles to discover the capability of the new Maximo Mobile applications. The system I am using has Maximo…
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 Viewer, KPI Graph/List and Create KPI
This is the second article on Key Performance Indicators (KPI) in Maximo and follows on from the KPI Manager article, which you can find here – http://maximosecrets.com/2022/01/11/kpi-manager/. This article reviews the KPI Viewer application, the Start Center’s KPI Graph and KPI List, the Create KPI action found in most applications and a Cron Task that will…
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…
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