Maximo Modules and Applications - EAM-SWISS · Maximo Modules and Applications ... larly interacts...

20
EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR, Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch EAM Swiss - Guide 1 / 20 Maximo Modules and Applications Change Log: Version Date Author Change Rev.001 01.03.2017 EAM Swiss Document created

Transcript of Maximo Modules and Applications - EAM-SWISS · Maximo Modules and Applications ... larly interacts...

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 1 / 20

Maximo Modules and Applications

Change Log:

Version Date Author Change

Rev.001 01.03.2017 EAM Swiss Document created

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 2 / 20

Maximo 7.6.0.6 Modules and Applications (1 of 4)

Administration Module

Application Description

Sets A set is used to share data across multiple organizations. There are two

types of set, item and company.

Organizations This is the application where organizations and sites are defined and

where there are options for how Maximo functions at system, organization

and site level. An organization provides data sharing capabilities, a site

provides a method for data separation.

Calendars Used to define a calendar, its shift patterns and its non-working periods. A

calendar is used by labor, crews, assets and locations and in other appli-

cations, for example, Service Level Agreements and Escalations.

Bulletin Board Used to create and post messages that can be read by all Maximo users

or those associated with one or more organizations, sites and person

groups from a portlet on their Start Center. Email messages can be cre-

ated from a bulletin.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 3 / 20

Communication Tem-

plates

Used to create and define a template for an email including the roles, peo-

ple, person groups and email addresses that will be the recipients of the

email. The subject and body of the email may contain bind variables which

will be substituted for attribute values of the record against which the

communication is created. A communication template can contain an at-

tached document.

Report Administration Used to create reports, define parameters and then to generate and pre-

view the request page. Report security and performance is also adminis-

tered. Reports can be scheduled to run in the background and be distrib-

uted via email.

Conditional Expres-

sion Manager

Used to create and maintain a library of conditions that are used in vari-

ous applications but most often in Security Groups and Application De-

signer to provide a conditional user interface.

Classifications Used to create a hierarchy of classifications and their attributes and to in-

dicate where these classifications are used throughout Maximo. It is also

the application used to define units of measure. When a classification is

applied to an item, asset, work order, etc., then any attributes are copied

to create a specification.

CI Types This is an application which is unlikely to be used by a Maximo client,

more likely an IT client. The records can only be created using a discovery

tool and represent the class of actual configuration item discovered.

Work View This is a single page application which provides the main attributes of all

ticket and work order class records including those in history, for example,

Status, Reported By, Affected By, Owner and Owner Group. The work view

navigates the user to the appropriate application. Often added as a result

set portlet in a Maximo user’s Start Center.

Service Addresses A service address is an address for locations and assets. When linked to a

location in the address system its descendent locations and their assets

reference the same service address. A service address would typically

have a map reference.

Map Manager Used to configure how Maximo links to a map provider (Google, Bing or

ESRI). You can also set up map tips and map symbology.

Record Release A single page application that allows an administrator to view the records

that are in edit mode and to release those records which have remained

in edit mode and need to be unlocked.

License Usage Moni-

tor

Allows administrators to monitor the Maximo user licenses. There is an as-

sociated background cron task that measures usage. The license usage

monitor does not restrict user access.

Resources Sub Module of Administration Module

Application Description

Labor Used to create and maintain labor records that can be assigned to work

orders and crews. An associated person record is required but can be cre-

ated and set up from the Labor application. A labor record is associated

with crafts and qualifications.

Qualifications Some qualifications need to be monitored because they are required for

certain crafts and skill levels or because they are needed to use certain

tools. Qualifications that expire are considered as certificates and these

can also be tracked.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 4 / 20

People A person record is required for all Maximo users and is a prerequisite for a

labor record. A person record might be created for any person that regu-

larly interacts with Maximo users or is referenced on a Maximo record, for

example, a person who calls into a Maximo service desk.

Person Group Used to create and maintain a set of people and the alternates for those

people when that person may be unavailable. A person group is most of-

ten used to provide ownership of tickets and work orders and may be

used in a workflow process.

Crafts Used to define crafts and their skill levels which are used in the planning

of work orders, their internal cost and premium pay rates and their associ-

ated labor.

Crew Types A crew type is a template for a crew. The positions in a crew type are de-

fined with an associated craft and skill level and whether the position has

a required qualification. The tools required by the crew type can also be

defined.

Crews A crew is created from a crew type and the required crafts, qualifications

and tools are copied from it. Labor is assigned to each position of the crew

from an effective date or for a period, similarly tool assets are assigned.

The availability of the crew can be adjusted.

KPI Sub Module of Administration Module

Application Description

KPI Manager A Key Performance Indicator (KPI) in Maximo is a query that resolves to a

single numeric value that can be tracked over time to show a trend.

Target, caution and alert values can be set to provide a visual indication of

how you are performing against the KPI, green, amber or red respectively.

KPIs are displayed on a user’s Start Center.

KPI Templates A KPI template generates a set of KPIs by using variables in the query and

values for each variable. The variables might be attributes like work type

or priority. A KPI template is also used to group multiple similar KPIs to-

gether.

Analytics Module

Application Description

Cognos Reporting This application allows users to display Cognos reports in a separate

browser session. A user can also see and access Cognos reports from the

action menu of Maximo applications like Assets and Work Order Tracking,

the action is called Cognos Reporting.

Report Viewer When a BIRT report runs rather than emailing the report to a set of users

a url can be provided which when clicked takes the recipient to the Report

Viewer application in Maximo and displays their report.

KPI Viewer The KPI Viewer application allows a user to see all of their KPIs in one

place including the ability to see the historical trend. A communication can

be created and logged against the KPI thereby providing the ability for us-

ers to collaborate and take action to improve the KPI and bring it back to-

wards the target value.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 5 / 20

Assets Module

Application Description

Assets Assets is the main application of the Assets module, an asset being a

physical piece of equipment or infrastructure that is tracked throughout its

life. A user can create, modify and move assets between operating loca-

tions, define meters, spare parts and safety related data and define how

one asset is related to another either as part of an asset hierarchy or tan-

gentially. This application is where linear assets are defined.

Asset Templates A template for one or more assets can be created in the Asset Template

application including its meters, spare parts and maintenance and inspec-

tion schedules. New assets can be generated from an asset template or

existing assets can be associated with an asset template. Once associ-

ated, changes to the asset template can be applied to the assets related

to it.

Locations Locations are mainly used to locate assets and relate them in a hierarchy

or a network system. A location has similar capabilities to assets; it has

meters, safety related information and the attributes of an applied classifi-

cation. A location can have a service address. A location can accept mova-

ble assets (trains, boats, trucks and planes) from other sites when it is ref-

erenced as a repair facility.

Meters Used to define a type of meter before it is associated with other applica-

tion records; assets, locations, PMs, items and condition monitoring.

There are three types of meter, continuous, gauge and characteristic.

Relationships Used to create a relationship type that describes a dependency or connec-

tivity point between multiple assets or configuration items. A relationship

can be unidirectional or bidirectional.

Meter Groups Meters can be grouped together. When a meter group is applied to an as-

set or location all the meters of the group will be created for it.

Condition Monitoring Used to create a measurement point for an asset or location. A measure-

ment point is defined for a type of gauge or characteristic meter. When a

measurement is received and it is outside the action limits or is of a spe-

cific characteristic then a work order can be generated for it.

Failure Codes Used to construct a four level failure hierarchy headed by a failure class,

its problem, cause and remedy codes. Failure classes are associated with

an operating location or asset. A failure report can be created as part of

work order completion.

Building Information Models Module

Application Description

BIM Projects New in 7.6.0.6

Manage BIM Viewer New in 7.6.0.6

Contracts Module

Application Description

Purchase Contracts Used to create the contract and contract lines for purchase, price and

blanket contracts with vendors. Contracts have a start and end date and

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 6 / 20

can be revised. Items and services have an agreed upon price. A release

purchase order can be created against a blanket contract.

Lease/Rental Con-

tracts

A lease/rental contract is an agreement with a vendor where there is a

payment schedule covering the lease or rental of one or more assets of a

certain item or tool type for a period of time. Each contract line is for one

item which must be defined as rotating. The asset can be purchased or

returned at the end of the lease period.

Labor Rate Contracts A labor rate contract has no contract lines but instead one or more craft

and skill levels with their associated rates. Outside labor from the vendor

is then associated with a craft and skill level. Labor time is recorded on a

work order.

Master Contracts A master contract is defined for a particular vendor and contains terms

and conditions which apply to all the contracts defined against the mas-

ter contract.

Warranty Contracts There are two types, warranty and service. Service contracts are used to

maintain one or more assets for a fixed fee or a set of payments. The con-

tract lines are of type service, a standard service allows you to reference

a service item. Warranty contracts can be used to track warranty infor-

mation for locations and assets by time or meter.

Terms and Conditions A single page application used to define a library of terms and conditions

that are used on contracts and purchasing documents.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 7 / 20

Maximo 7.6.0.6 Modules and Applications (2 of 4)

Financial Module

Application Description

Currency Codes A single page application used to define a currency code and its descrip-

tion. A currency code must be defined before you can define an organiza-

tion, an organization can have two base currencies.

Exchange Rates An exchange rate is defined between two currencies for a particular organ-

ization. An exchange rate has an active date and an expiration date.

Chart of Accounts Used to define the structure, component values and valid component

value combinations that are used as General Ledger (GL) codes through-

out Maximo. These are defined for each organization. Financial periods

and validation options are also defined in this application.

Cost Management Used for project cost accounting separate from general ledger based

fields. A project can exist in a hierarchy and can have multiple tasks. A

work order can reference a project task and hence can collect costs

against a project.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 8 / 20

IT Infrastructure Module

Application Description

Configuration Items A configuration item (CI) is any component that is under configuration con-

trol. This may be an asset, location, item or service, but it might also be a

document. A CI can have a classification whose attributes can be used to

define the configuration. A CI can be related to other CIs but an asset or

location can only have one related CI record. Most often CIs are associ-

ated with technology infrastructure.

Relationships Used to create a relationship type that describes a dependency or connec-

tivity point between multiple assets or configuration items. A relationship

can be unidirectional or bidirectional.

Collections A collection is any set of configuration items, asset or locations. Most of-

ten used to control access to these records through an object data re-

striction defined in the Security Groups application. Can add records to a

service request or work order by selecting them from a collection. Can be

easily added to the advanced search of applications to find the records as-

sociated to the asset, locations or CIs in a collection.

Integration Module

Application Description

Object Structures An object structure is the common data layer that the integration frame-

work components use for sending and receiving data. An object structure

consists of one or more related business objects that define the content

of an integration message. The objects are linked together using relation-

ships. Objects structures are used in integration, reports and migration

manager.

Publish Channels A publish channel is used for outbound interfaces or the export of data

through the integration framework. A publish channel uses the schema

created from the associated object structure.

Invocation Channels An invocation channel provides Maximo with the ability to call an external

system and process the responses. The integration is a synchronous Ser-

vice Oriented Architecture (SOA) interface and the invocation channel is

called from an action in a workflow process, escalation or user interface

control.

Enterprise Services An enterprise service is used for inbound interfaces or the import of data

through the integration framework. The message content is based on the

schema of the associated object structure.

Web Services Library A web service can be created in the integration framework to allow exter-

nal systems to send messages or queries to the Maximo database. Web

services can be based on an object structure an enterprise service or

there are a set of standard services for objects like asset, ticket, work or-

der, item, etc. The web service schema and

Web Service Description Language (WSDL) files can be generated from

this application and the xml data for each operation and response xml can

be viewed.

End Points An end point and its associated handler routes outbound messages to an

external system. The combination of an end point and handler specifies

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 9 / 20

the transport protocol to use, such as HTTP or web service, and provides

the communication data required to reach the destination, such as a URL.

End points and handlers are used for outbound integration only.

External Systems An external system is the system to which data is sent or received. Publish

channels and enterprise services are linked to the external system in this

application. JMS queues are configured through this application.

Logical Management

Operations

Logical management operations are used to identify the actions that an

integration module supports, for example, get status, deploy software.

They may be used during change and release processes to automate sys-

tem processes through an operational management product (OMP). Most

often used by IBM Control Desk to communicate with other Tivoli prod-

ucts.

Integration Modules Integration modules are used by a process management product (PMP) to

invoke an external operational management product (OMP). This applica-

tion is where you link the logical management operations to the OMP.

Most often used by IBM Control Desk to communicate with other Tivoli

products.

Launch in Context A launch entry record provides the ability to open the console of an exter-

nal application from within Maximo either in the same or a different

browser session. The external system must be enabled for the web and

support the land in context feature. The launch entry can be linked to a

record in the action menu, a hyperlink or a button of a Maximo applica-

tion. The launch entry can pass data as parameters in the url calling the

external application.

Message Tracking The Message Tracking application tracks and displays the processing his-

tory of queue based publish channel and enterprise service messages.

When you use the Message Tracking application, you can determine

which messages are flagged with an error. You then can select a failed

message and go to the Message Reprocessing application to take appro-

priate action to correct erroneous data. Enabled message tracking will

also write processed messages to the database. Message tracking func-

tions are set up on the associated publish channel or enterprise service.

Message Repro-

cessing

The Message Reprocessing application allows you to view the integration

messages that have been flagged with an error, modify and reprocess the

message, change the status or delete the record.

OSLC Providers Maximo can be configured as an OSLC (Open Services for Lifecycle Collab-

oration) consumer where UI-based interactions could be configured be-

tween Maximo and an OSLC provider application, for example to link Max-

imo to Rational Team Concert. OSLC allows users to share and update

data between products or to query data.

OSLC Resources Business objects are made available as OSLC resources. The consumer

application can query, create, update, or delete these resources in the

provider application. OSLC resources are implemented using object struc-

tures.

JSON Resources New in 7.6.0.6

JSON Mapping New in 7.6.0.6

Notifications Notifications are used to communicate the status of your assets. In the

Notifications application, you can create, update, or delete notifications. In

the Work Center, you can manage notifications and your subscriptions to

notifications.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 10 / 20

Interactions Sub Module of Integration Module

Application Description

Create Interaction This is the application used to create an interaction. An interaction can

start a web service and send data to it from an application. The interaction

can then display data returned from the web service and save this data to

the Maximo database. This application creates an interaction using a wiz-

ard approach.

Interactions After the interaction has been created it can be reviewed, modified, and

deleted from the Interactions application.

Inventory Module

Application Description

Item Master The Item Master application is used to define material items and items

that are used as a reference point for rotating assets. Items may have a

parent or children and collectively known as an item assembly structure

(IAS). The IAS can be applied to assets or locations to create a hierarchy.

Items may be stocked in storerooms as part of inventory records, they

may exist as kits of items. Items belong to an item set and can be shared

across multiple organizations that share that item set.

Service Items Service items are another type of item, services are not held in store-

rooms. These standard services can be requested on work orders and or-

dered through the purchasing applications, there may be a standard price

for the service as part of a contract.

Tools Tools are the third type of item, tools can be held in storerooms, issued

and returned. Tool items can also be set as rotating allowing tool assets to

be created and tracked. Tools are charged to work orders using an hourly

rate. Tool items are added to storerooms from this application.

Stocked Tools The Stocked Tools application is where tools are held in storerooms and

where balances of the tool exist. This is the application from which you is-

sue, return and transfer tools between storerooms or look for availability

of a tool item across storerooms. For rotating tools you can see the where-

abouts of the tool assets.

Inventory The Inventory application is where material items exist in storerooms with

their balances and reorder points. Reservations can be reviewed and

items issued and returned. Consignment stock from a vendor can also be

held.

Inventory Usage Items and tools can be issued, returned and transferred between store-

rooms using an inventory usage document which has a status and which

could be used in a workflow process. The inventory usage document pro-

vides capability for both staging of multiple items prior to shipment and

processing of the shipment receipt through the Shipment Receiving appli-

cation. The application is useful for inter storeroom logistics.

Shipment Receiving The Shipment Receiving application is for the receiving of items and tools

into a storeroom transferred from another storeroom via an inventory us-

age document. Items can be transferred between storerooms in the same

site, across sites and across organizations. Inspection and receipt of as-

sets can be part of the receiving process. After receipt balances are ad-

justed in the destination storeroom.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 11 / 20

Condition Codes A single page application for defining condition codes. Material items de-

fined in the Item Master application can exist with multiple condition

codes and can be held in a storeroom with balances held at the condition

code level. An item with a condition code while not new may still have a

cost value for charging purposes and can be issued to a work order.

Storerooms The application used for creating storerooms and setting up various re-

lated GL accounts. A storeroom is a type of location. There is a view of the

items held in the storeroom including cost and balance information.

Issues and Transfers An application which is an alternative to the Inventory Usage application

and which may be used by a storeman for issuing, returning and transfer-

ring items between storerooms, particularly if those storerooms exist

within the same physical location. Many clients would now use the Inven-

tory Usage application and the Shipment Receiving application for receipt

of items at a destination storeroom.

Planning Module

Application Description

Job Plans A job plan is a template for a work order. The applications allows you to

define the tasks and labor, material, service and tool requirements

needed to fulfil the job plan and its tasks. A job task can have a classifica-

tion and can reference another job plan thereby creating a multi-level hier-

archy when applied to a work order.

Routes A route is a set of locations and or assets that are used in inspections and

maintenance. Often the inspection or work to be performed at each route

stop is the same, but a route stop can also reference a job plan.

Safety Sub Module of Planning Module

Application Description

Hazards The Hazards application can be used to define a hazard and the precau-

tions needed to mitigate the hazard or a hazardous material. The applica-

tion also shows associated tag outs for locations and assets.

Precautions Used to create a library of precautions which are associated with hazards

or added to safety plans. Additional precautions can be added to a work

order to mitigate a hazard.

Lock Out / Tag Out This application provides the ability to define the lock out operations on

assets and locations and the sequence required in order to safely isolate

(tag out) another asset or location.

Safety Plans The safety plan collects together the hazard and their precautions, hazard-

ous material and lock out / tag out operations to safely service a set of

work assets and locations. A safety plan can be associated with a job plan

and the work assets so that it is automatically applied when the job plan is

applied to a work order for the referenced asset or location.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 12 / 20

Maximo 7.6.0.6 Modules and Applications (3 of 4)

Preventive Maintenance Module

Application Description

Preventive Mainte-

nance

The Preventive Maintenance (PM) application is used to create a template

for routine maintenance or inspection of an asset, location or a set of as-

sets defined with a route. The frequency in which the work orders are gen-

erated can be time or meter based or a mix of each whichever comes first.

When the work order is generated a job plan is applied, but a different job

plan can be applied depending on the sequence of work order generation,

for example a different job plan is used for the yearly maintenance to that

used each quarter.

Master PM A master PM is a template for a PM record. It defines the frequencies,

seasons and job plan sequences and the defaults for the work orders. A

master PM is linked to a rotating item and then a PM can be generated for

all the locations and assets (including tool assets) which are linked to that

item. If the master PM is updated the associated PMs can also be up-

dated.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 13 / 20

Purchasing Module

Application Description

Purchase Requisi-

tions

Used for requesting material, service and tool items to be purchased or to

request material and tool items from a storeroom under an internal PO.

You can create a purchase order or a contract from a purchase requisi-

tion.

Purchase Orders Used for purchasing material, service and tool items or other materials

and services. An internal PO can be used for transferring items from a

storeroom that is in another Maximo organization. A contract can be cre-

ated from a PO. Purchase orders can be revised and a revision history is

maintained. Centralised purchasing and local receiving is supported.

Receiving Used to receive materials and services. An inspection process can be per-

formed on receipt and for rotating items there is the process of creating

the assets and if required moving them if they are to be issued on receipt

rather than retained in a storeroom. Items and assets can be returned

and receipts voided when mistakes are made.

Shipment Receiving The Shipment Receiving application is for the receiving of items and tools

into a storeroom transferred from another storeroom via an inventory us-

age document. Items can be transferred between storerooms in the same

site, across sites and across organizations. Inspection and receipt of as-

sets can be part of the receiving process. Once received balances are ad-

justed in the destination storeroom.

Invoices Used for recording invoices, debit and credit notes and consignment in-

voices. Matching is performed against the PO and receipts, an invoice can

reference multiple purchase orders, or no PO at all, for example payment

is made against a work order or contract. An invoice can be reversed when

it needs to be corrected after approval.

Request for Quota-

tions

PR lines can be copied into an RFQ distributed to multiple vendors and

then the RFQ used during the analysis of the quotations to see whether to

award to a single or multiple vendors. Quotation lines are converted to ei-

ther a PO or a contract.

Companies A company record is most often used as a vendor or manufacturer but

also as a courier or internal. A company record is at the organization level

in Maximo. A company can have multiple branches which are company

records in their own right.

Company Master A company master record is a way of sharing company information across

multiple organizations that share the same company set. The company

master record is added to each organization and this creates an associ-

ated company record where it can be used on contracts and purchasing

documents.

Terms and Conditions A single page application used to define a library of terms and conditions

that are used on contracts and purchasing documents.

Security Module

Application Description

Security Groups The main application for defining security within Maximo. A security group

grants access to sites, applications and menu options. A user is typically

assigned to multiple security groups. Data records and attributes can be

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 14 / 20

restricted by security group. Signature options can be bound to elements

of the user interface to hide fields or sections of fields based on a condi-

tion, referred to as conditional UI. This is also the application where secu-

rity controls and password rules are defined.

Users The Users application is used to create new users, set passwords, to man-

age the user’s association with security groups and to view how all the se-

curity groups come together to provide the security profile for the user.

Self Service Module

Self Service Desktop Requisitions Module

Application Description

Create Requisition A desktop requisition is a self-service application that provides users with

the ability to request the purchase of material, service or tools or request

material or tool items to be reserved from a storeroom. It uses a wizard

approach. When items have been found they can be saved as favourite

items. A requisition that is not submitted or deleted can be saved as a

draft.

View Requisition Used to view previously submitted desktop requisitions and the follow-on

history through PR, RFQ and PO. A user can also see the workflow history

for the approval of the desktop requisition.

View Templates For repeat requisitions a template can be created. The View Template ap-

plication allows you to view the templates, edit a template or create a req-

uisition from a template.

View Drafts Previously created desktop requisitions that were not submitted can be re-

viewed and edited or used to create a template.

Self Service Service Requests Module

Application Description

Create Service Re-

quest

A self-service application for creating a service request. The service re-

quest can be classified with attributes added that are associated with the

classification. Documents can be attached to the service request. The de-

tails of the service request can accept rich text formatting, url links and

embedded images.

View Service Request Self-service users can search for and view the service requests that they

created or which were created on their behalf. They can view log notes

and solutions and raise new log notes.

Search Solutions Self Service users can search for solutions or knowledge documents from

a library created in the Solutions application.

Service Desk Module

Application Description

Activities and Tasks This application is found under Change, Release, Service Desk, Task Man-

agement and Work Order modules. An activity can be created as a child

record to a ticket (service request, incident, problem) or a task can be cre-

ated as a child record to a work order (change, release, work order). There

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 15 / 20

are only subtle differences between an activity and a task and they are

both stored in the same table along with work orders. An Activity is a type

of work order and can itself have tasks. There is no provision for creating

an activity or task directly in this application the records are created from

the ticket and work order based applications.

Service Requests This is the application used when there is a requirement for a service desk

or to respond to requests created from the self-service service request ap-

plication. Service level agreements can be applied to a service request to

create target dates for contact, response and resolution. Work orders can

be created from a service request.

Solutions The Solution application is used to create a library of solutions that can be

applied to tickets or a knowledge base that can be searched by self-ser-

vice users. A solution has descriptions for symptom, cause and remedy

and can have attached documents. A solution can have the same classifi-

cation as assets, locations, items and other Maximo objects that can be

classified.

Ticket Templates A ticket template is a template for a service request, incident or problem.

It can be applied to a ticket that has already been created or it can be

used to create and apply the template in one action from a Start Center

quick insert portlet. A ticket template can have a set of activities and a

classification at either the template or activity level. A ticket template

would be used when there are common requests.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 16 / 20

Maximo 7.6.0.6 Modules and Applications (4 of 4)

Service Level Module

Application Description

Service Level Agree-

ments

A service level agreement (SLA) is most commonly applied to a type of

ticket or work order. An SLA can have multiple commitments and when ap-

plied to a ticket or work order these create target dates. An escalation can

be set-up to monitor progress against the commitment and send out noti-

fications as the target date approaches. An SLA can also be applied

against other Maximo records.

Service Groups Service groups and service provides a two level hierarchy for defining the

services that are procured, provided or both. You can associate assets, lo-

cations or asset types to a service group or a service group and service

combination. Service groups and service combinations can also be related

to tickets, work orders, service level agreements and contracts. A service

item can be associated to a service group and service when the type is set

to procure or both.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 17 / 20

System Configuration Module

Platform Configuration Sub Module of

System Configuration Module

Application Description

System Properties A single page application for managing a system property and its value.

System properties are created as part of the Maximo product set, the

value can be changed and refreshed to become immediately active.

Logging A single page application for managing the settings of various types of

system logging and where the logs are output.

Domains A domain is a set of values that appear in a drop-down list and provide

validation against the values entered. Sometimes referred to as a value

list the types are Synonym, ALN, Numeric, Numeric Range, Crossover and

Table. In some cases a condition can be applied to when a value is

acceptable.

Database

Configuration

Used for configuring the Maximo objects, their attributes and the

relationships between objects. Views can be created, auditing and

electronic signatures defined. System error, warning and informational

messages can also be modified or further explanation provided.

Application Designer The application used for configuring the layout of applications, for

creating new applications (custom) or copying an existing one (cloning).

The same application is used for configuring Maximo Everyplace

applications.

Communication

Templates

Used to create and define a template for an email including the roles,

people, person groups and email addresses that will be the recipients of

the email. The subject and body of the email may contain bind variables

which will be substituted for attribute values of the record against which

the communication is created. A communication template can contain an

attached document.

Actions Actions can be defined and used in workflow and escalations including

the escalations associated with SLAs. Actions can exist in groups with

each action being applied in turn. Action types include application

actions, set value, change status or custom. Custom actions can be

written as a Java class or an automation script.

Roles Roles are used in workflow, escalations and communication templates.

They resolve to a person, person group, an email address or data related

to the current record of an application or the current logged in user.

Custom roles can also be created.

Escalations An escalation is a background task that runs under a schedule and

monitors the Maximo system for an event or set of events and if found

performs one or more actions and notifications.

Workflow Designer A graphical tool for defining and revising workflow processes. The

application is also used for adding workflow to a new application.

Workflow drives a record through a process pushing it to the person or

team that needs to respond next (an assignment). Multiple workflow

processes can exist per application and record. A workflow process can

be auto initiated.

Workflow Used to manage an active instance of a workflow process. The instance

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 18 / 20

Administration of the workflow process can be stopped or reassigned to another person.

Cron Task Setup Used to manage background processes that run automatically against a

fixed schedule. Most cron tasks are provided with the Maximo product,

for example inventory reorder, PM generation. Custom cron tasks can be

created but this requires a Java class to be written.

E-mail Listeners Used to configure a process that monitors email accounts and then

processes the inbound messages. Most often used to convert a received

email for a service into a service request.

Web Services Library A web service can be created in the integration framework to allow

external systems to send messages or queries to the Maximo database.

Web services can be based on an object structure an enterprise service

or there are a set of standard services for objects like asset, ticket, work

order, item, etc. The web service schema and Web Service Description

Language (WSDL) files can be generated from this application and the

xml data for each operation and response xml can be viewed.

Launch in Context A launch entry record provides the ability to open the console of an

external application from within Maximo either in the same or a different

browser session. The external system must be enabled for the web and

support the land in context feature. The launch entry can be linked to a

record in the action menu, a hyperlink or a button of a Maximo

application. The launch entry can pass data as parameters in the url

calling the external application.

Automation Scripts An automation script allows you to configure Maximo to perform functions

and validations without having to use Java and without restarting the

server. An automation script is created with one of several wizards that

launches the script from an object, attribute, action, a condition or an

integration point. Scripts can be created and then reused. Scripts can be

written in a number of languages Jython, Javascript are enabled by

default but other JS 223 scripting languages can be used.

Migration Sub Module of System Configuration Module

Application Description

Migration Manager The Migration Manager application is used to migrate configuration and

some types of reference data from one Maximo environment to another,

for example development to test to production. Package definitions are

created to define the migration groups to be migrated. The process of

migration can then be followed from source to target environment

including the review of any error messages. There is the ability to compare

the configuration of one environment with another.

Migration Groups A migration group defines the configuration objects to migrate. These

configuration objects are based on an object structure that is set up to be

consumed by migration manager. Migration groups may be dependent on

other migration groups having been deployed first. The migration object

order is important to load objects in the correct order to avoid referential

integrity errors.

Migration Collections A migration collection simplifies the creation of package definitions. A

collection can be based on an application and event tracking enabled to

collect records that are added, updated or deleted by one or more users

that belong to a role.

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 19 / 20

Object Structures An object structure is the common data layer that the integration

framework components use for sending and receiving data. An object

structure consists of one or more related business objects that define the

content of an integration message. The objects are linked together using

relationships. Objects structures are used in integration, reports and

migration manager.

Task Management Module

Application Description

Activities and Tasks This application is found under Change, Release, Service Desk, Task

Management and Work Order modules. An activity can be created as a

child record to a ticket (service request, incident, problem) or a task can

be created as a child record to a work order (change, release, work order).

There are only subtle differences between an activity and a task and they

are both stored in the same table along with work orders. An activity is a

type of work order and can itself have tasks. There is no provision for

creating an activity or task directly in this application the records are

created from the ticket and work order based applications.

Work Orders Module

Application Description

Work Order Tracking The main work order application that allows you to create, plan, approve,

progress and complete work orders and their tasks or a hierarchy of work

orders. Work orders are typically performed against assets and/or

locations.

Labor Reporting Used for recording actual time by labor or crew. Labor can be reported

against each class of ticket or work order and can be reported for both

internal and external labor operating against a labor rate contract. Non-

working time and attendance time can be recorded.

Quick Reporting Used for entering new work that has already been performed, is about to

start or is in progress. There is no plans or assignments tab. Also used by

technicians or engineers who want to report work order completion and

are in an office and using Maximo rather than a mobile device.

Activities and Tasks This application is found under Change, Release, Service Desk, Task

Management and Work Order modules. An activity can be created as a

child record to a ticket (service request, incident, problem) or a task can

be created as a child record to a work order (change, release, work order).

There are only subtle differences between an activity and a task and they

are both stored in the same table along with work orders. An activity is a

type of work order and can itself have tasks. There is no provision for

creating an activity or task directly in this application the records are

created from the ticket and work order based applications.

Assignment Manager An application for assigning labor or crews to work orders where the

primary purpose is to manage the daily work load. Also useful for splitting

work across shifts and dispatching urgent work. The application has a

split screen with work orders on top and labor/crews below.

Service Requests This is the application used when there is a requirement for a service

desk or to respond to requests created from the self-service service

EAM Swiss GmbH, Zellwegstrasse 13A, 9056 Gais – AR,

Telefon: +41 71 790 09 71, [email protected], www.eam-swiss.ch

EAM Swiss - Guide 20 / 20

request application. Service level agreements can be applied to a service

request to create target dates for contact, response and resolution. Work

orders can be created from a service request.

Start Center Applications

Application Description

Start Center The home page which displays a dashboard with portlets defined in the

Layout and Configuration application. A user can have multiple tabs

depending on the roles they perform, each tab is a Start Center in its own

right.

Layout and

Configuration

Used for creating a new Start Center and adding portlets to the left or

right column. Also used for modifying an exist Start Center.

KPI List Setup Used to define or edit the KPI List portlet used on a Start Center. Select

the KPIs to display.

KPI Graph Setup Used to define or edit the KPI Graph portlet used on a Start Center. Select

the KPIs to display.

Favorite Application

Setup

Used to define or edit the Favorite Applications portlet used on a Start

Center. Select the applications and provide a display order in the portlet

Inbox / Assignments

Setup

Used to define or edit the Workflow Inbox/Assignments portlet used on a

Start Center. Select the columns to display and their order.

Result Set Setup Used to define or edit the Result Set portlet used on a Start Center. Select

the application and query, attributes to display, chart and color options.

Quick Insert Setup Used to define or edit the Quick Insert portlet used on a Start Center.

Select the application insert actions and provide a display order in the

portlet. For ticket based applications the ticket template to apply can be

selected.

Report List Setup Used to define or edit the Report List portlet used on a Start Center.

Select the reports and provide a display order in the portlet.

Change Password Screen allowing a user to change their Maximo password.

Forgotten Password The screen used from an action on the login page which provides the

ability to request for your password to be changed.

User Self Registration The screen used from an action on the login page which allows a potential

new user to enter their details and provide a password. There is an

associated workflow process which will route this new user request

through to the Maximo administrators.