Maintenance Planning

This section on Maintenance Planning covers the applications in several Maximo modules, including Resources, Planning, Safety and Preventive Maintenance.

  • Resources – People, Person Groups, Craft, Labor, Qualifications, Crew Types and Crews
  • Administration – Calendars
  • Planning – Job Plans, Routes
  • IT Infrastructure – Collections
  • Preventive Maintenance – Master PMs, Preventive Maintenance
  • Safety – Hazards, Precautions, Lock Out / Tag Out, Safety Plans

The article on Building Safety Plans includes the Safety tab in the Locations and Assets application. The article on Applying Safety Plans includes a feature of Item Master to automatically add a hazard associated with an item to a work order when the item is planned – material safety.


  • 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.
  • Crafts, Labor and Qualifications
    Learn about three of the applications in the Resources module, Crafts, Labor, and Qualifications and how they work together.
  • 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.
  • 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.
  • Job Plans
    Learn about Job Plans, the template for a work order. Sorry, there’s no room to squeeze in Dynamic Job Plans.
  • Routes and Collections
    Learn about two similar applications Routes and Collections and when you would use one or the other.
  • Master PM
    Learn about Master PMs a template for frequency based Preventive Maintenance (PM) records. We also consider Master PMs used with Asset Templates.
  • 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.
  • Meter Based PMs and PM Hierarchies
    Learn about Meter Based PMs including mixed Time and Meter PMs. Learn about PM Hierarchies.
  • Preventive Maintenance – Forecasting
    Learn about PM Forecasts including Forecast Costs.
  • 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.
  • Building Safety Plans
    Learn about safety on the Locations and Assets applications. Then how to use these to build yourself a Safety Plan.
  • 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.

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