1. © 2016 Aquitas Solutions Mountain West Maximo User Group Work Flow Use Do’s and Don’ts

2. Work Flow Do’s and Don’ts What are our choices for work flows? –Standardize existing practices and processes? Are current practices and processes optimal? Risk of propagating poor processes (Approval of replenishment PR/PO) –Automated Routing for approvals? Fairly routine use –Enforce Compliance? Gather information that is useful for analytics Help crafts do the right thing –Take Control of Complex or Poorly Coordinated Processes Work flow processes that span the organization –Complex, cross departmental coordination activities

3. Work Flow Do’s and Don’ts Examples to Enforce Compliance –Recording of critical data Technical data, such as torque values, meter readings (condition codes), belt tension, etc. Return of excess spares to stores –Examples of Poorly Coordinated Processes Adding new Assets Retiring Assets Adding or deleting Spares

4. Work Flow Do’s and Don’ts Compliance Scenario –Enable Data collection via Planner defined checks –Work flow to ensure data is entered before routing work order Gain Control of Complex Processes –Adding or retiring Assets –Adding or retiring Items –Revising Job Plans –Updating PM Progams

5. Work Flow Do’s and Don’ts Transition from construction to operation –What is necessary for smooth transition to operations? Updated drawings Current procedures (ops, safety, maintenance) –Job plans, safety plans Proper tools –If calibrated, job plans and standards in place PM plan Training Failure codes

6. Work Flow Do’s and Don’ts ? Michael (Mike) Lorden Aquitas Soluitons mlorden@aquitas-solutions.com 760-212-9197