1. MAXIMO Creating Workorders 12/1/06
OBJECTIVES
To create a Maximo work order for water, sewer and reclaim work
Put in correct information

2. Logging into Maximo “Double Click on Maximo 4i”

3. Click on “Work Order icon”, then click on “Work Order Tracking”

4. To create a new work order Click paper icon with plus
This step will generate a new work order number

5. New work order number is now created
New work order number is now created. Tab once to fill in short description field & click in WO priority and fill in correctly

6. Use the tab key to advance to the location field, right mouse click, and go to hyperlink, left click once

7. If you have house number but not street name
Tab to the second field Type in house number, space, 1st letter of street name or 1st number,% - Click on globe address choices will appear
If you have house number but not street name
Type in house number then %, no space

8. Highlight the address you are looking for, click ok or double click on the address
Operating location screen will populate
with location and address

9. Click on the Return/Select icon
Click on the Return/Select icon. This is the icon with red arrow and two boxes
Tab once and address will fill in on the work
order and bring you to the equipment field.

10. Enter the Hydrant ID number
Tab to Equipment field
Enter the Hydrant ID number
15HN-WH0256

11. NOTE: When you are in the equipment field
If the work being performed is for a meter you would enter the meter number starting with 0. Example: digits long. If the work being performed does not involve a meter, delete the meter number.
If the work being performed is sewer you would enter the manhole ID number. 1) Example: 15HN-SM1003.

12. Tab once out of field and a prompt will appear. Choose NO

13. If prompt says “Change GL to……” Choose YES

14. The next step is to check the GL account

15. Verify GL Account See the following page for GL’S
The first 3 digits will be 0560 (Utilities Serv) Example:
The next 7 numbers will indicate the North or South location of the job being done – North & South Example:
The next 7 spaces will be all question marks Example: ???????-
The last field of numbers will indicate what type of job.
See the following page for GL’S

16. Continue filling in fields
Click on Work Type Field. Fill in appropriate response. EM = Emergency Maintenance PM = Preventive Maintenance CM = Corrective Maintenance
Initiating Dept: GMD
Route to: GMD
Route to Division/MRC: NGMD or SGMD.
System: Water, Sewer, Reclaim

17. Example: filling in fields

18. Job plan is work to be performed
Click on JOB PLAN
Job plan is work to be performed

19. Job Plan cont.
Type in JP followed by proper job plan number from list. Also, include size if appropriate for job. (Example: JP400/0075
Note: Before you enter job plan make sure you have a job plan list that indicated which jobs have sizes associated with them.

20. Click on failure class field

21. Failure Class Cont.
Check to see if appropriate failure class has filled in. Some equipment may default to proper failure class.
If appropriate class is not filled in click on arrow that is in box in the field marked “Failure Class” above “Problem Code”. Scroll till you find appropriate choice. Click on the line of choice and click on OK.

22. Example: Failure Class

23. Problem Code
Repeat same procedure as Failure class by clicking on arrow in field. Choose appropriate code.
Tab to “Target date” field under Scheduling Information. Fill in appropriate date. Note: Work order can not be approved without a target date.

24. Example: Failure class & Problem code

25. SUPERVISOR & LEAD CRAFT/PERSON
Tab and fill in appropriate supervisors name. First initial last name. Example: Dbrown
Tab and fill in appropriate lead craft/person. Same as supervisor, first initial and then last name.

26. If your not sure of spelling or correct initial
If your not sure of spelling or correct initial. Click in lead craft box, right click. Click on hyperlink.

27. Click on globe for choices
Tab to second field. Put %name%. If you only know part of the name put partial name.
Click on globe for choices

28. Double click on name or hit OK

29. Return/select choice to front screen
Return/select choice to front screen. Click on the two boxes with red arrow

30. Look over work order and verify all information is filled in before putting work order in Approval or Inprogress

31. Click OK if work order is ready to be approved
If you are approving the work order, click on icon that looks like a red check mark
Click OK if work order is ready to be approved

32. To put a work order in progress
To put a work order in progress. Click on the icon that looks like a stop light
Initiate means to put the work in progress.
Click OK to print work order

33. If you want to put a work order in progress but do not want to print
If you want to put a work order in progress but do not want to print. Click on check mark next to print work order and leave blank

34. Completed work order