Maximo Manage: Fundamentals of Work Management (MAX4348G)

Overview

This 1-day instructor led course provides students with an understanding of  how work is managed in IBM Maximo Application Suite (MAS) Manage including the overall Work Order process and lifecycle, creation of Job Plans as well as Work Orders. You will also see how Failure data can be entered, work is assigned, and labor and material reported against work. After learning about these concepts, practice what you have learned by doing the hands-on lab exercises. This course is suitable for end users.

Audience

Consultants, System Administrators, Support, Sales, and Users

Prerequisites

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Objective

After completing this course, you should be able to:

  • Describe the Work Management process.
  • Discuss the Work Order lifecycle.
  • Understand the status and priority of work.
  • Create Job Plans.
  • Generate Work Orders.
  • Record labor and materials usage.
  • Report failure information.
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Course Outline

Module 1: Introduction to Work Management

  • Work Management Process
  • Creating Job Plans
  • Generating Work Orders
  • Work Order lifecycle
  • Record Labor and materials usage
  • Report failure information

 

Module 2: Work Management Process and Applications

  • Definitions and Concepts
  • Work Generation
  • Work Management applications
  • Related Data

 

Module 3: Work Order Lifecycle

  • Work Order and Job Plan Options
  • Overview of Work Order Status
  • Lifecycle of a Work Order

Module 4: Work Order Priority and Status

  • Work Priority
  • Service Request Priority
  • Configuration of Response Times
  • Overview of Work Order Status
  • Status Changes Allowed
  • Task Status
  • Material Availability Status

Module 5: Job Plans

  • Creation of Job Plans
  • Status and Revisions
  • Creation of Tasks
  • Defining Resources
  • Nested Job Plans
  • Work Assets
  • Configuring Flow Control
  • Demonstration: Creating Job Plans
  • LAB 1: Create Job Plan

Module 6: Work Orders

  • Planning Work
  • Work Order Tracking Walkthrough
  • Scheduling Information
  • Work Ownership and Responsibility
  • Work Order Costs
  • Material reservations
  • Creating Work for Multiple Assets

Module 7: Failure Codes

  • Failure Code Hierarchies
  • Where can Failure Classes be Used?
  • Failure Code Options

Module 8: Work Order Assignments

  • Activities, Tasks, Assignments, and Ownership
  • Work Processing Applications
  • Planning Work Using Assignments

Module 9: Service Requests

  • Service Request Overview
  • Service Records
  • Service Request Applications

Module 10: Labor Reporting

  • Labor Overview
  • Recording Labor
  • Other Labor Functions

Module 11: Introduction to Work Safety

  • Work Safety
  • Safety Applications
  • Hazards, Precautions, Safety Plans and Related Records
  • Demonstration: Creating Work Orders
  • LAB 2: Create Work Order
  • LAB 3: Initiate and Complete Work Order
  • Demonstration: Mobile Work Management
  • Demonstration: Preventive Maintenance Work Orders
  • LAB 4: Create a Meter Based PM