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In the Inventory and Stocked Tools applications the current balance and the available balance of the item/tool is displayed, but how are they calculated, obvious, or not so? There are several other balance records, this article explores when they are used. I will start with a Summary, the detail provides an illustration of the tests…

I was asked the other day what the process would be if I wanted to return a purchased item that was still under warranty. My answer was it depends on how long ago you made the receipt and whether it had been invoiced, but the actual process of return should be the same. Later I…

Somebody asked me the other day how to handle the day hire of rental tools in Maximo. You have Lease/Rental Contracts but that would be too much set-up for a one-off rental of a tool, this is after all a purchase, besides Lease/Rental Contracts work with rotating items, and hence would require the creation of…

Contents This article will focus on scheduling and how to make and break assignments and will include the automatic splitting of assignments and merging split assignments. As previous articles have all focused on Labor, this article will focus more on crews, however, the majority of the article will still be relevant to those of you…

Contents This is the fourth of a series of articles on the Graphical Work Week application that was introduced as part of Maximo Scheduler 7.6.8 in the summer of 2020. This article will focus on the Resource View, the lower of the two panes on the Graphical View tab. It is now 4th January 2021,…

Contents This is the third of a series of articles on the Graphical Work Week application that was introduced as part of Maximo Scheduler 7.6.8 in the summer of 2020. This article will focus on the Work View, the upper pair of panes on the Graphical View tab. The Work View is the top half…

Contents This is the second in a series of articles on the Graphical Work Week application. It will cover the List and Work tabs and the actions menu; it will also show how the work and resource queries result in the records shown in the Graphical View tab. List Tab The List Tab shows the…

Contents The Graphical Work Week application was introduced as part of Maximo Scheduler 7.6.8 in the summer of 2020. It has been modelled on the Assignment Manager application, with a split screen, work assignments on the top and labor and crew resources on the bottom. As the name implies it is a week-by-week view. This…

Contents There is more to Work Assignments than you may think and naturally many Maximo practitioners look at Assignments as being a product of planning work or applying a Job Plan, which of course they are. But you can plan work in the Assignments tab of the Work Order Tracking application without using Job Plans…

Contents This is the fourth in a series of articles on the Assignments tab of the Work Order Tracking application. In the first article – Simple Work Assignments in Work Order Tracking – I showed that you could use the Assignments tab to dispatch a labor to a work order without using a Job Plan…

Contents This is the third of a series of articles on the Assignments tab of the Work Order Tracking application. In the first article – Simple Work Assignments in Work Order Tracking – I showed that you could use the Assignments tab to dispatch a labor to a work order without using a Job Plan…

Contents In the article – Simple Work Assignments in Work Order Tracking – I showed that you could use the Assignments tab to dispatch a labor to a work order without using a Job Plan or using the Plans tab of the application. You can find the article here: http://maximosecrets.com/2020/11/30/simple-work-assignments-in-work-order-tracking/ In this second of a…

Contents Work assignments are made in the Assignments tab of Work Order Tracking application and require either a Labor or Crew. The Responsibility section found at the bottom of the main Work Order tab should be considered as the “ownership” of the work order and requires a Person, and not a Labor record, it should…

Contents A Labor record must reference a Person record but we will see later that you can create a Person record from the Labor application. But why do we have both in Maximo? A Labor record is used with work order assignments, a labor may be assigned to a crew position, so a Labor record…

Contents This is the last of three articles on the Graphical Resource View application. I am assuming you have read the first two which you can find here: Labor http://maximosecrets.com/2020/10/20/graphical-resource-view-1-labor/ Crews http://maximosecrets.com/2020/11/19/graphical-resource-view-2-crews/ This article will be a mixed bag including a deeper dive into the toolbar settings and some configuration of the application. We will…