Maximo Oil and Gas and HSE 7.6.1 roadmap

© 2016 IBM Corporation

Russell Bee Lead Product Architect

STSM, Maximo Design and Architecture

Maximo Oil and Gas 7.6Maximo HSE Manager 7.6Overview and roadmap

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.

THE INFORMATION PROVIDED IN THIS DOCUMENT IS DISTRIBUTED “AS IS” WITHOUT ANY WARRANTY, EITHER EXPRESS OR IMPLIED. IBM EXPRESSLY DISCLAIMS ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT

Maximo for Oil and Gas/HSE Manager – Capability Summary

3

Release 7.1.0 Release 7.1.1

All future release dates are estimates and specific content is subject to change.

Maximo 7.1 Maximo 7.1

Release 7.1.2

Maximo 7.1

GA: Sep 28, 2008 GA: Dec 2009 GA: Nov. 2010

• Location and Work Details• Prioritization Matrix• Condition for Work• Regulations• Incidents• Defects• Investigations• Solutions• Improvements• Benefits and Losses• Management of Change• Action Tracking• Standard Actions• ISO14224 Failure Codes & Specs*

• Control of Work• Permit and Certificate Types• Risk Analysis• Risk Matrices• Operator’s Log• Standard Action Groups• Maximo Spatial Integration• Support for MIMOSA• Miscellaneous enhancements

• Hazards• MOC Risks and Projects• Target Availability• Legacy Tag• Bad Actor Dialog• Service Request (Oil)

• Operating Policies

• Operating Procedures• Operator Tasks• Cause Analysis/FMECA• Material Inspection• Operator Log Enhancements• Scheduler integration• MOC enhancements• Run Log*• Drilling and Completion*• Miscellaneous enhancements

• Extra failure fields• Incident impact• Regulations extra where used

* Maximo Oil and Gas only


4

Release 7.5.0 Release 7.5.1

Maximo 7.5 Maximo 7.5

Release 7.6

Maximo 7.6

GA: August 30 2011 GA: March 15 2013 GA Dec 4th 2015:

• Non-conformances• ISO I4224 Failure Mechanism• ISO14224 Sub unit/maint item• Multiple persons on Incident• Classification of risk assessments• Item Master on MOC• Add Regulation to Incidents• Qualifications link to certificates• Qualification verification on Labour• Editable fields on People

•Incidents & Investigations enh.

•Bypass Management

•Chemical Mgt.

•Operational Risk Assessment

•Permit to Work enh.

•Asset & Location registers

•Certification Templates

•Audit Enhancements

•Quality & Defect enh.

•Repeatable Standard Actions

•MOC PSSR

Permit to WorkAudit and SurveyCertificationsLocation profilesPreparation ActivitiesDaily Operations ReportMiscellaneous enhancements

Incidents Test results Regulations Risk Assessment Failure Reporting MOC Operator Log


5

Release 7.6.1

Maximo 7.6

GA: Q4 2016

• Shift handover• Log Book• Related Operator Logs• Operational Actions• Action Tracking change to Class• Safety Bulletins• Safety Meetings• Incident Reporter• Support for OSHA style reporting• Environmental management• Permit to Work process enh.• Risk Assessment Hazard Review • Certifications enhancements• Location and Asset FMECA• Human Factor Analysis

Key New Features plannedMaximo Oil and Gas 7.6.1, Maximo Health, Safety, & Environment Manager 7.6.1

6

Feature Area Features

Action Tracking • Action Tracking now a Work Order Class• New Safety Bulletin tab• New Safety Meeting tab• New crossover domain for Create Action on originating applications allows ability to edit description.

Audit and Survey • Likert scale fields added to audit• Create Certification action• Findings category• Group Email function for Audit Team• Create Audit on Service Request

Bypass Management • Template capability

Certifications • Multiple Locations• Related Certifications• Certification extensions• Regulatory Permit tab• Review Actions• Additional date and reference fields• Create audit action

Environmental Management • Environmentally Critical Elements• Aspects and Impacts support in Risk Assessment, Hazards, Precautions and Risk Matrix• Environmental consents • Emission reports

Failure Analysis • FMECA capability added to Assets and Locations• Review Actions added to Assets and Locations to support criticality analysis and failure analysis actions


7


Incidents • New Ticket Template clone• New Incident Reporter Anywhere app• OSHA style reports and supporting data structures• Self Service Create Incident and Review Incidents

Investigations • Review Actions• Human factors analysis

Location Profile • New Hours Worked tab

Locations and Assets • Leaking state fields• Calculations tab to support a general calculation capability• View Operator Log Details

MOC • Closure Actions • MOC Template• WO deferral • MOC KPIs and saved queries• Improved filtering and comments capability on Pre Start and Post Start Actions

Operator Log • Shift handover and carry over• New Log Book application • Related Operator Logs• Log entry level actions• Regulatory Log entries• View Operator Log details on Assets and Locations

Operational Actions • A new application to manage standard actions from multiple different applications from a single place• Supports Start Center action management


8


Risk Assessment • Hazard Review• Populate WO from Location Risk Assessment• Support for risk assessment of an asset• Group Email function for Risk Assessment Team

Permit to Work • New Isolation Management application• Multiple site checks• Countersignatures• Hazard Review• New statuses for isolation• Suspend action• Multiple area authorization on Permit/Person• New options for automated status changed• New option for automated common isolation check• Permit to Work related KPIs

Work Management • Review Actions• Job Plan production impact• Regulations on PM• Job Plan and WO supplementary risk assessments• Operating Policy on WO• Regulations on Item Master• PM Certification field

Maximo Oil and Gas/HSE Manager 7.6.1 business processes (planned new capability shown in red)

Operations Management

Asset & WorkManagement

Control ofWork HSE Management Management

of ChangeQuality

ManagementDrilling and Well

Management

Manage operator logs

Shift handover

Production loss reporting

Define operating policies and procedures

Bypass Management

Asset management

Defect Management

RiskManagement

Permit to Work

Incident Management

Investigation Management

ContinuousImprovement

Management of

Change

RegulatoryCompliance

CompetencyManagement

Drilling and Completion

Manage Run Logs

Managing non-conformance

Major Business Processes

Det

aile

d B

usin

ess

Proc

esse

s

Safety

Quality

Compliance

Isolation Management

Audit Management

Work Management

Turnaround management

Hazard Management

Managing Operational

Actions

Failure management

ManagingCorrective Action

Knowledge Management

Capturing Knowledge

Identifying Solutions

Maximo Oil and Gas only

Managing regulatory permits and environmental

Consents

Managing Supply Chain Quality

Construction and Commissioning Management

Incident Reporter

Maximo Oil and Gas/HSE Manager Business Process Map in Blueworks Live

Maximo Oil and Gas/HSE Manager 7.6.1 Module and Application Structure

Assets InventoryChange (Oil) Operations PlanningPlanning Purchasing

New appsLocation Profile

Cloned appsAssetsLocations

Cloned appsItem Master

New appsOperator LogLog BookOperator TasksOperating PoliciesOperating ProceduresBypass ManagementOperational Actions

New appsMOC RequestMOCImprovements

New appsAction Tracking

Cloned appsHazardsPrecautionsLock Out/Tag Out Plan

New appsPermit andCert TypesPermit to WorkRisk AssessmentRisk MatrixIsolationManagement

Cloned appsJob PlansRoutes

Cloned appsIncidentsService RequestsSolutionsTicket TemplatesCreate IncidentReview Incidents

Cloned appsWork Order Tracking

New appsAsset ListCondition for WorkRegulatory CompliancePrioritizationMatrixBenefits andLossesStandardActionsStandardAction Groups

Cloned appsPreventiveMaintenance

Preventive Maintenance

Cloned appsPurchase RequestsPurchase Orders

Key

New appsCertificationsAuditsDefectsInvestigations

Safety and Quality

ManagementWork Orders

Safety sub module

New appsOil and Gas

Run Log

New appsOil and GasDrilling andCompletion

ModuleNew applicationCloned application

Oil and Gas only

Mobile (Anywhere)Incident Reporter

Examples of some of the possible interactions in Maximo Oil and Gas and Maximo HSE Manager 7.6.1

Work Order Tracking

Operating Procedures

OperatorLog

Operational Actions

Failure Reporting

Benefits& Losses

Operating Policy

Defects

RiskAssessment

RiskMatrix

IncidentManagement

Investigations

Improvements

Management ofChange

RegulatoryCompliance

ActionTracking

People

Solutions

Certifications

Permit To Work

Audit and Survey

Note: Blue boxes show Applications

Bypass Management

Log Book

What is Maximo Oil and Gas/HSE Manager?

Capability Benefit

Incidents Addresses the continuous need for customers to improve operational performance by creating, reviewing, and analyzing incidents. Includes Self Service Create and Review Incidents. A mobile Incident Reporter application is also included

Investigations Allows customers to identify the root cause of problems arising from incidents on their plants that may be safety, environmental, or production related.

Management of Change

Allows customers to support change requirements in a more robust way with multiple levels of reviews/approvals, authorization of change, pre and post start actions

Defects, Non-Conformance

Provides non-conformance management capabilities designed to automate, manage, and streamline for identifying, evaluating, reviewing, and handling on non-conforming engineering specifications, materials, components, parts and processes.

Regulatory Compliance

Identifies regulatory compliance against assets and locations and associates job plans and work orders to these regulations to ensure compliance – significantly reducing the costs associated with compliance


Capability Benefit

OperatingProcedures

Capabilities for documented, step-by-step operating procedures

OperatingPolicy

Governance application for structuring your operating policy

RiskAssessment

Iterative document that links all associated Health, Safety and Environment activities and organizational data. Allows customers to analyze the risks associated with work carried out through the Maximo products, identifying hazards and defining the impact ranking

Risk Matrix

An application that models both probability and consequences of events supporting risk management processes

Improvements Manages continuous improvement programs like Six Sigma or similar methodologies


Capability Benefit

People(CompetencyExtensions)

Improves competency assurance through capabilities for adding, modifying, and updating competencies of the workforce

OperatorsLog

Electronic log used by shift operators for recording and qualifying events which occur during an individuals shift watch

People(Certification)Tracking

Complete history of all personnel job roles, certifications, training and current qualifications

ActionTracking

Allows customers to track statutory implications to ensure certain types of work and actions are completed by the agreed dates

Benefits &Losses

Captures benefits/losses associated with improvements or costs associated with incidents, failures, survey/audit findings


Capability Benefit

Failure Reporting

Reporting mechanism for capturing metrics to support consistent Failure Reporting and Corrective Action process (FRACAS)

Solutions Searchable learning repository associated with lessons learned, or with proven solutions having a safety, operational, maintenance or engineering context

Defects Integrated approach to manage or eliminate defects

BypassManagement

Use to manage bypass operations, also known as inhibits, or overrides, for safety related systems such as Emergency Shutdown, Fire and Gas Systems, Alarm Panels and soft alarms on DCS systems.It can also be used to manage bypasses of mechanical systems such as sprinklers.A further use case is management of security system bypasses.

Capability Benefit

Certifications A certification record contains the details that are used to verify that standards for assets or locations are met. They can also be used to make sure that personnel are qualified for specialized tasks.

Location Profile

Location profiles contain information on production data. You can use location profiles to reduce the production losses that can result from planned or unplanned maintenance shutdowns.

Preparation Activities

An application to manage the preparation activities that are associated with different phases of scheduled work packages. Preparation activities are tasks that are usually carried out either before assets are put into operation or in preparation for a plant turnaround.

Lock Out/Tag Out Plan

Lock out and tag out operations specify a plan of isolation for assets or locations to ensure the safety of the plant. The plans describe how to remove work assets from service and place them back into service

Permit to Work A permit to work provides for the effective management of hazards in the work place. The permit to work is frequently used with one or more work orders. You can also generate a permit to work based on an existing work order or task.

Audit and Survey Audits are used to evaluate compliance with industry-related regulations or with internal regulations. You can use either audits or surveys to evaluate locations and assets for regulatory compliance.


BEPREPARED!

Capability Benefit

OperationalActions

Consolidates standard actions across multiple different applications. Supports the sign-off of completion of actions in a single place. Allows standard actions to be added to a Start Center

Log Book Provides a way to bring together individual operator logs into a Log Book. Supports the shift handover process.

IsolationManagement

Supports the scenario where customers want to manage isolation separately from a permit. Fully integrated with permit to work if required.

Incident Reporter A Maximo Anywhere based mobile application to report an incident, hazard or safety observation. Supports disconnected operation. Also provides the ability to view your reported incidents from the mobile device

Certifications(EnvironmentalConsents)

Extension of Certification application to support the management of environmental consents and regulatory permits.

Assets & Locations(FMECACriticality)

Extensions to Assets and Locations to provide failure mode analysis and criticality analysis.


Maximo Oil and Gas and HSE 7.6.1 roadmap

Software

Transcript of Maximo Oil and Gas and HSE 7.6.1 roadmap