Category: Configuration and Administration

  • Escalations – Advanced Topics

    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…

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  • Escalations

    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…

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  • Actions

    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…

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  • Communication Templates

    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…

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  • Roles

    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…

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  • Imported Views

    In the Database Configuration application Maximo provides the ability to import a view based on an already existing database view. It is a simple process, but it does require you to extend an existing Maximo object. The new object will be the same as the view name. In the example shown we have created a…

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  • Maximo Languages and Language Tables

    Learn how to set up a new language table and make attributes language enabled.

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  • Maximo Application Maps (9 of 9) Communications

    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…

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  • Multisite Considerations

    There are several considerations to bear in mind when defining whether Maximo should have multiple Organizations or multiple Sites. Bear in mind that one organization and one site is the simplest data model to follow, multiple organizations and sites will add complexity and you should be aware of what you can and can’t do in…

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  • Organizations and Sites

    The definition of Maximo Organizations and Sites will be one of the most important design decisions you will make during a Maximo implementation. To make a good decision you need to consider your future use of Maximo. For example, if you have a multi-phase project with an integration to a finance system to be performed…

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