Maximo courses delivered

How work is managed end to end in Maximo Application Suite — Manage: the overall work order lifecycle, job plans and preventive maintenance basics.

Agenda

• Work order lifecycle: creation, planning, scheduling, completion
• Job plans and safety plans
• Preventive maintenance fundamentals
• Labor, materials and services on a work order

Learning objectives

• Describe the work order lifecycle in Maximo Manage
• Create and apply job plans to work orders
• Record labor, materials and actuals against a work order

Builds on Fundamentals of Work Management with the techniques a planning team needs once the basics are in place.

Agenda

• Multi-asset and multi-location work orders
• Complex job plan structures and task sequencing
• Failure reporting and problem/cause/remedy codes
• Work order routing, status changes and approvals

Learning objectives

• Structure job plans for multi-step, multi-craft work
• Apply failure codes for reliability reporting
• Manage work order approval routing

Asset creation, meters and their association with assets, asset movement and swap, locations, classification and linear assets.

Agenda

• Asset creation and the Asset application
• Meters and meter readings
• Asset movement, swap and modification
• Locations, classification and linear assets
• Asset relationships and item assembly structures
• Depreciation and cost roll-up; how Health and Predict relate to assets

Learning objectives

• Create and classify assets, including linear assets
• Attach and read meters against an asset
• Move, swap and decommission assets correctly

A hands-on technical bootcamp giving an implementation team the ability to make informed decisions on the design, planning and build of a Maximo deployment.

Agenda

• Core data setup: organizations, sites and classifications
• Work management, asset management and inventory foundations
• Database configuration, application designer and workflow
• Security, integration and automation scripting basics

Learning objectives

• Make informed design decisions across the core Maximo modules
• Configure the platform foundations an implementation depends on
• Plan a build sequence for a new deployment

Creating a new Organization and Site, multi-organization strategy, GL account setup, Organization Options and classifications.

Agenda

• Creating Organizations and Sites
• Multi-organization strategy and GL account setup
• Organization Options
• Classifications and Location records

Learning objectives

• Create a new Organization and Site
• Set up classifications and locations

The core inventory applications: item setup, storerooms and ordering items from internal stock or vendors.

Agenda

• Item Master setup and storerooms
• Inventory balances and reorder points
• Issuing and transferring items

Learning objectives

• Set up an item and its storeroom record
• Issue and transfer inventory correctly

The procurement lifecycle in MAS Manage: purchase requests, purchase orders, invoices, RFQs and contracts.

Agenda

• Purchase Requests and Purchase Orders
• RFQs and vendor responses
• Invoices and invoice reversal
• Contracts overview

Learning objectives

• Create and process a Purchase Order end to end
• Describe the Purchasing and Contracts capabilities in Maximo Manage

How preventive maintenance is configured in Maximo Application Suite — Manage, including condition-based triggers.

Agenda

• PM records, frequency and job plan association
• Meter-based and condition-based triggers
• PM forecasting and route generation

Learning objectives

• Configure a PM record with a frequency and job plan
• Set up condition-based maintenance triggers

Working with Maximo Health: the assets and locations dashboard, Matrix View and related reliability views.

Agenda

• Assets and locations dashboard
• Matrix View for health scoring
• Using Health output to prioritise maintenance

Learning objectives

• Read and interpret the Health dashboard and Matrix View
• Use Health scoring to prioritise maintenance decisions

Short-term planning using the core Maximo Graphical Scheduler applications.

Agenda

• Graphical Scheduler layout and views
• Resource levelling and constraints
• Publishing a schedule back to work orders

Learning objectives

• Build a short-term schedule using Graphical Scheduler
• Level resources against constraints

Designing and building workflow processes in Maximo to support custom business requirements.

Agenda

• Workflow Designer canvas and node types
• Conditional nodes and routing
• Assigning workflows to applications and testing

Learning objectives

• Design a workflow process for a custom business requirement
• Assign and test a workflow against an application

Extending the Maximo Manage data model: new objects, attributes, relationships, views and indexes, plus auto-numbering, field-level auditing and e-signature.

Agenda

• Creating objects, attributes, relationships, views and indexes
• Defaulting and auto-numbering values
• Field-level auditing and e-signature configuration

Learning objectives

• Extend the data model with new objects and attributes
• Discuss database configuration updates and capabilities

How to modify existing Maximo applications and build new ones using Application Designer.

Agenda

• Application Designer layout and controls
• Modifying existing applications: tabs, fields and toolbars
• Building a new application from a business object
• Signature options and clone/attach behaviour

Learning objectives

• Modify an existing application's layout and controls
• Create a new application in Application Designer

Extending Maximo functionality with automation scripts written in Python or JavaScript, and the launch points that trigger them.

Agenda

• Automation Scripting application overview
• Launch points and variables
• Writing and testing scripts in Python or JavaScript

Learning objectives

• Discuss the benefits of automation scripting
• Understand different launch points and write a script against one

Creating users, managing labor, crafts and calendar records, and configuring security groups in Maximo Manage.

Agenda

• Creating users and linking them to People/Labor records
• Crafts and calendars
• Security groups and access permissions

Learning objectives

• Create a new user and assign the correct security group
• Set up labor, crafts and calendar records