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 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.
Work Orders Role Based Application (RBA)
Learn about the role-based application providing a modernized and simplified form for a work order.
Operational Dashboard
Learn about the Operational Dashboard a modernised option to the Start Center (still under development).
Work Queue Manager
Learn about the new Work Queue Manager application that is used with the Operational Dashboard. This was released in MAS 8.11 (September 2023).
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.
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
Contents 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
Contents 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…
Linear Assets (8) – Work Orders
Contents 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. Linear Segment Details…
Linear Assets (7) Routes and PMs
Contents 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.…
Linear Assets (6) – Service Requests
Contents 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…
Linear Assets (5) – Relationships
Contents 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…
Linear Assets (4) – Asset Specifications
Contents 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…
Linear Assets (3) – Asset Features
Contents 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…
Linear Assets (2) – Features
Contents 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…
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