Maximo Application Suite - Manage: Preventive Maintenance and Condition Monitoring (MAX4324G)


This 2-day instructor led course provides students with an understanding of how Preventive Maintenance is configured in Maximo Application Suite - Manage including the creation of time and meter based Preventive Maintenance schedules, Master PMs, PM Hierarchies and PM Forecasting. Students will learn about topics such as Repair Facilities and Job Plan Sequencing. This course also has hands-on lab exercises using a Red Hat OpenShift Maximo Manage environment.


Consultants, System Administrators, Support, Sales, Users




  • Discuss the Preventive Maintenance process and applications
  • Create time-based preventive maintenance schedules
  • Create meter based preventive maintenance schedules
  • Define Job Plan sequencing on a PM
  • Create Master PMs
  • Discuss the usage of Repair Facilities
  • Create Condition Monitoring Points
  • Automatically generate Work Orders from PMs and Condition Monitoring Points
Show details

Course Outline

Module 1: Introduction to Preventive Maintenance 

  • Discuss the Preventive Maintenance process 
  • Create time-based PM schedules 
  • Create meter-based PM schedules 
  • Define Job Plan sequencing on a PM 
  • Create Master PMs 
  • Discuss the usage of Repair Facilities 
  • Create Condition Monitoring Points 
  • Automatically generate Work Orders from PMs and Condition Monitoring Points 


Module 2: Time Based PMs 

  • Types of Preventive Maintenance 
  • Application Overview 
  • Work Order Configuration 
  • Lead Time 
  • Responsibility Fields 
  • Resource Information 
  • PM Frequency 
  • Fixed vs Floating PMs 
  • PM Alerts 
  • PM Date Calculations 
  • On-Demand and Zero Frequency PMs 
  • Seasonal Dates 


Module 3: Meter Based PMs 

  • Types of Preventive Maintenance 
  • Meter Settings on Main PM Tab 
  • Meter Frequency Settings 
  • Calculating Next Due Dates 
  • Time and Meter Based Frequencies 
  • Meter Rollover 
  • Meter Reading Rolldown and Reset 


Demonstration:  Creating PMs 


Module 4: Job Plan Sequencing 

  • Discuss how to setup job plan sequencing and its different  components 
  • Describe Job Plan Sequencing numbers 
  • Explore the PM counter 
  • Overview of PM forecast 


Module 5: Master PMs 

  • Discuss the concept of the Master PM and associated PMs 
  • Overview of tabs on the Master PM application 
  • Describe  the Master PM with the Rotating Items 
  • Describe the Master PM with Asset Templates 
  • Demonstration:  Creating Master PMs 


Student Exercises: Labs 1-2 PM Options, Master PMs and Time Based PMs 


Module 6: PM Hierarchies  

  • Concept of the PM Hierarchies 
  • PM Hierarchy structure and conditions 
  • PM Hierarchy Processing rule 
  • Creating a PM hierarchy 
  • Removal of a PM from the Hierarchy 


Module 7: PM Forecasting 

  • PM Forecasting Logic 
  • Ways to Generate PM Forecast 
  • Forecast Edit Rules 
  • Deleting Forecast 
  • Impact on Hierarchies and Duplicated PMs 
  • Generating Forecast Costs 


Student Exercises: Labs 4 & 5 - PM Forecasting and Generate WO from a PM 


Module 8: PM Options  

  • Automatic Work Order Generation via a PM 
  • Other PM Options 
  • Demonstration:  PM With Routes 


Student Exercises: Lab 6 – Create Time Based PM with a Route 


Module 9: PMs and Condition Monitoring for Linear Assets  

  • Linear Assets - Recap 
  • PMs using Linear Assets 
  • Condition Monitoring using Linear Assets 


Demonstration:  PM Auto WO Generation Demo 


Student Exercises: Lab 7 – Create a Meter Based PM 


Module 10: Repair Facilities  

  • Enabling Repair Facilities 
  • Capabilities 
  • Configuring a Repair Facility Location 
  • Using Repair Facilities in PMs 


Module 11: Condition Monitoring  

  • Concept of Condition Monitoring 
  • Setting up the Condition Monitoring 
  • Work Order generation from Condition Monitoring 


Demonstration:  Condition Monitoring 


Student Exercises: Lab 8 – Condition Monitoring