All types of work are planned, assigned and completed in the Work Order Tracking application. A template for a work order can be defined in the Job Plans application. A job plan can also have a nested job plan which when applied to a work order creates a hierarchy, ideal for a small project. Job plans are applied to Preventive Maintenance records which generate work orders performed at a time or meter frequency. A different job plan can be applied depending on which work order will be performed in the cycle, for example a quarterly job and a yearly job that includes the activities performed every 3 months. Seasonal based PMs are also supported, to avoid PMs on critical equipment being made during busy periods.

Inspections, including the capture of measurements or observations, can be handled through job plan tasks. A Route defines the set of locations and assets that will be visited as part of the inspection, each route stop can have a different job plan. Inspections can also be scheduled to run periodically.

Reactive and emergency work orders can be created from the Service Request, from the location and asset records or directly in the Work Order Tracking application. Work is planned by identifying the sequence of activities, and the labor (craft and crew types), materials, services and tools needed to perform the work or a task. On approval of the work material reservations will be placed and purchase requisitions created for non-stocked material and services. 

Work is assigned to individuals or crews. A crew has required crafts, tools and qualifications that are needed to perform work, and labor are assigned to crew positions for a period of time. When making these assignments you can see whether the required crafts, tools and qualifications have been met and also whether the labor and crews are available in the same shift as when the work will be performed. The position of the individual or crew can be shown on the work order’s map tab using Maximo’s location-based services.

There is a desktop application called Quick Reporting which is designed for technicians needing to complete the work which has been assigned to them, this also allows them to report work which they did while on site which may not have been planned. When completing work, actual time, materials and tool usage is recorded, meter and measurement values are entered, and if relevant asset downtime and failure reports made. It is the comparison of the plan versus the actual which is important during work management.

There are several enhancements to existing Maximo applications, like Preventive Maintenance and Work Order Tracking that are provided as part of the Nuclear Industry Solution, some of these will be covered in the next few slides. The Impact Plan application defines the operational and maintenance impacts when work is performed. An impact plan is associated with one or more job plans, locations and assets, so that when a job plan is applied to a work order that references a location or asset then the impact plan will also be applied, this may be during the work order generation process from a PM. The operational aspects identifies associated tech specs, retest PM records, anticipated plant responses or events, etc. The maintenance impact will include the teams or people to co-ordinate with and what permits will be required. The permit to work records will be generated automatically when the PM generates a work order.

The Preventive Maintenance application has several enhancements, including the ability to have non-linear time based frequencies, or the ability to link related PMs so that they are staggered which might be needed for safety or work efficiency reasons. The PM Frequencies application is used to create standardized time based frequencies, there is a regulatory frequency with the calculation of grace periods and dead dates which is in addition to the standard PM frequency. The PM application is also used for surveillance planning.