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Maximo Core Concepts.

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Presentation on theme: "Maximo Core Concepts."— Presentation transcript:

1 Maximo Core Concepts

2 Agenda The following topics are presented in this course: About Maximo
Organisations and Sites Assets and Locations Materials & Inventory Workorders Planning Purchasing Control Accounting

3 Introducing Maximo What is Maximo?
Maximo is an ‘Enterprise Asset Management’ system. Enterprise Asset Management: Tracking of whole life asset costs to: Improve availability and utilisation Reduce capital and operating costs Improve ROA (return on assets)

4 Enterprise Asset Management
Introducing Maximo Enterprise Asset Management DMS MANAGE EQUIPMENT Strategy/policies Maintenance effectiveness Asset Performance Analysis PMs Condition Monitoring (meters) Capital projects PLANNED WORK Job Plans Safety Plans Routes CUE Library UNPLANNED WORK Connections Cost Recovery Emergency MANAGE WORK PROGRAM EXECUTE RESOURCES Financials Payroll Labour Services Inventory Logistics Replenishment Procurement Work orders, Project, Schedule, Budget Close-out work GL codes, companies, timesheets, labour, contracts, qualifications, purchase orders, technical documents Follow-on work Work program HR

5 Introducing Maximo Maximo elements Thin client (web architecture)
Deployed for Oracle, SQL Server, DB2 Database Performance dashboard (Startcentres ) KPI graphs, lists Internal Integration objects(native Oracle Financials adaptor) Workflow-controlled processed Escalation of actions, Service Level Agreements User Inbox, notifications, alerts Unlimited database configuration Add/change field definitions Add tables, Change indexes for optimisation Screen contents (intuitive navigation) Navigation bar and Toolbar Application tabs Fields and field buttons Maximo help Online and context sensitive popups Add-on modules industry verticals Full ITSM capability

6 Introducing Maximo Maximo functionality Escalation, KPI’s, SLAs
ASSET Management WORK Management WORK & RESOURCE scheduling MATERIALS Management PROCUREMENT Locations Work Orders, Projects Assignment Manager Inventory Control Purchase Req & Orders Assets Job Plans Safety plans CUE library Qualifications Item Master Receiving PreventiveMaint. Routes Labour Issues & Transfers Companies Condition Monitoring Service Desk Contracts E-Audit, E-Signature, Security Escalation, KPI’s, SLAs Reporting & Integration

7 Maximo Modules, Applications
Introducing Maximo Maximo Modules, Applications Asset Module Asset Records Failure Codes Locations Equipment Register Work Orders Module Creating Work Orders Assignments Assignment Manager Labour Reporting Managing Work Orders Planning Module Job Plans Routes CUE Library Safety Module Hazards Lock Out/Tag out Safety Plans Preventative Maintenance PM Records Condition Monitoring Meters Resource Module Crafts Labour Records Person Records Person Groups Qualifications Purchasing Module Purchasing & Inventory Invoices Purchase Orders Purchase Requisitions Receipts Request for Quotations Inventory Module Inventory Issues and Transfers Item Master Storerooms Contracts Module Contract Types Labour Rates Master Contracts Purchase Contracts Terms & Conditions Warranty Contracts Service Desk Module Work Requests Finance Module Chart of Accounts Cost Management

8 Introducing Maximo System Configuration Organisations Sites GL codes
Maximo data levels System Configuration Organisations Sites GL codes Settings Roles Security Access etc Master data Locations Assets Items Companies People PM Job plans Safety plans Master contracts Condition Monitoring Meters etc Transaction Work orders Inventory Purchasing Contracts Measurements etc

9 Data & Security Model

10 Data & Security Model Organisations and Sites
A Multisite setup allows you to organize your Maximo database to model your company’s organizational structure. Large businesses often consist of multiple facilities, or even multiple companies owned by a parent corporation. In the past some Maximo implementations chose to install a separate Maximo database at each separate facility. But often these different facilities have common business practices or share common data, and separate databases do not meet the needs of the business. Multi-site is a way of implementing Maximo that allows a large company or corporation with multiple operating units to share data from a single database, while providing flexibility to have different business practices and data at the different facilities.

11 Maximo financial structure
Data & Security Model Maximo financial structure Chart of accounts Chart of accounts Chart of accounts

12 Data & Security Model MultiSite Levels System or database Set
Data that is stored at the system level can be accessed by all users who are connected to the Maximo database. You may also hear this level referred to as "Enterprise level." Set Data that is stored at the Company Set or Item Set level can be accessed by users in the Organizations that share the Company or Item Set. Each Organization can have only one Company Set and one Item Set, but more than one Organization can share the same Company or Item Set. Organization Data that is stored at the Organization level can only be accessed by users within a specific Organization. An Organization can contain one or more Sites. Organization level data can not be shared with other Organizations. Chart of accounts & base currency defined at the organisation level for each site within the organisation Site Identifies a work location, such as a plant or facility. Data that is stored at the Site level can only be accessed by users at the specified Site. Site level data cannot be shared with other Sites or Organizations. You typically create multiple Sites within an Organization when you want the work management to be separate,independent sequence of work orders, separate assets and inventory, separate PMs, and so forth.

13 Data & Security Model Database Set Organisation Site
Application and Functions by level Database Set Organisation Site Escalations Labour Rate/Lease/Rental contracts Master contracts Master PM Purchase Contracts SLAs Workflow Users Units of measure Security groups People/Person groups KPIs Classifications GL code format Condition Codes Company Masters Item Master Service Items Tools Conversion values Calendars Chart of Accounts Companies Currency Exchange rates Failure Codes Hazards Labor Labor Reporting Qualifications Meters Reports Tax Codes Equipment(Assets) & Locations Assignment manager Condition Monitoring Inventory Invoices Issues & Transfers Job Plans Lockouts/tagouts PM Purchase Orders Purchase Requisitions Receiving Reconciliation Request for quote Routes Safety plans Storerooms Workorder tracking

14 Data & Security Model People
The Resources Module is used to create Maximo records for workers, both internal and external, and other people whose names or IDs might be listed on Maximo records. Maximo has three type of records for people People: Used to create and manage records for people whose names may appear anywhere on a Maximo record. For example on a service request the values in the Reported By and Affected Person fields might be linked to person records Users: Used to create and manage records for all Maximo users, that is people who will be logging into Maximo to create and manage records. System administrators use the User application to manage user names, passwords, and security profiles. Labour Used to create and manage records for all employees and contractors who will be performing work on workorders. Version 7 now provides for conditional access to fields

15 Data & Security Model Groupings
People can be assigned to person groups These groups can be used on escalation, Workflow process and other records. Users can be assigned to security groups Your access to the Maximo modules, applications, screens, data records and menu options is controlled by your security privileges. All security access to Maximo is based on security groups. Your user name is associated with one or more security groups, each of which can have different levels of access to Maximo. e.g. this group in Maximo can only see contracts where the vendor is ‘TRANSFIELD’ regardless of the site.

16 Maximo structure and users
Data & Security Model Maximo structure and users

17 Data & Security Model Multisite in Operation Purchase Requisitions
You can create a purchase requisition at one Site that requests items from a storeroom at a different Site. The storeroom Site must belong to the same Organization as the requesting Site, or the requesting Site and the supplying Site must belong to Organizations that share the same Item Set. Purchase Orders You can create an internal purchase order at one Site that requests parts from a storeroom at a different Site. The storeroom Site must belong to the same Organization as the requesting Site, or the requesting Site and the supplying Site must belong to Organizations that share the same Item Set. To facilitate centralized purchasing, Maximo allows you to create a purchase order at one Site that requests items from a storeroom at a different Site. The storeroom must belong to a Site that is in the same Organization as the Site in which you create the purchase order. Asset Moves You can move assets from one Site to another. The destination Site can belong to a different Organization if the asset is nonrotating. If the asset is rotating, the Organizations for the originating and destination sites must share the same Item Set. If the Site to which you want to move an asset already has an asset with the same asset identifier, Maximo prompts you to assign a new asset identifier to the asset you are moving. Issues You can issue an item from a storeroom in Site A, for example, to a work order created in Site B. When performing this transaction you must have access to both sites and the storeroom. The two sites must belong to the same Organization. If you need to issue an item to a Site in a different Organization, you must use the Maximo internal transfer capability to transfer the item and then issue the item. Work Planning On the Work Order Tracking Plans tab, you can specify the storeroom from which to obtain an item. The storeroom Site can be different than the work order Site providing that both sites belong to the same Organization and that you have access to both sites.

18 Asset Register

19 Maximo Terminology 1. EQUIPMENT Register 3. Work Instructions
Functional Location LCS ref (J007/LGT-001) Light 1, Ticket Hall, Canary Wharf Station Asset in Functional Location Work Orders Description – annual bulb replace Due – 1st Jan 2005 Work Type – Preventative Location – J007/LGT-001 Equipment Labour – 1 Electrician Materials – 1 bulb Tools – Step Ladder Tasks 1. Turn off electricity 2. Erect ladder 3. Remove old bulb 4. Insert new bulb 5. Turn on electricity Equipment Equip ref ( ) Phillips 50 Watt Bayonet male fitting 2. Maintenance Regime Work orders generated from PM PM associated with location OR equipment PM Description – annual bulb replace Frequency – 12 monthly Work Type – Preventative Location – J007/LGT-001 Job Plan – JP1 Job Plan Ref – JP1 Labour – 1 Electrician Materials – 1 bulb Tools – Step Ladder Tasks 1. Turn off electricity 2. Erect ladder 3. Remove old bulb 4. Insert new bulb 5. Turn on electricity Job Plan attached to PM Maximo Terminology

20 Asset Register: Equipment and Locations
Drilldown Operating Location Equipment Spares & Component Items Northen ZoneSub1 ZoneSub2 Secondary Plant Primary Plant Transformer Circulation fan Maximo provides the facility to create an Equipment Register using Location and Asset records. Specifying the location for equipment on the asset record provides the groundwork for gathering and tracking valuable information on the history of an asset, including its performance at specific sites, as it is moved from location to location. Motor Starter Gears Oil Rotor Rotor Example Only

21 Asset Register: Equipment and Locations
Operating Locations Let you enter and track functional locations of assets and organize these locations into logical hierarchies, called Systems in Maximo. Specifying the location for equipment on the asset record provides the groundwork for gathering and tracking valuable information on the history of an asset, including its performance at specific sites, as it is moved from location to location. With locations organized into Systems you can quickly find a location on the Drilldown page to identify the asset at that location. You can also quickly identify ownership of assets using descendents and ancestor expressions. An Operating Location is where work can be performed Operating Locations within Maximo capture the cost of work The hierarchy can be filtered using different System views Other location types include: Storeroom, Salvage, Repair, Third party, Courier, Vendor, Labour

22 Asset Register: Equipment and Locations
A piece of equipment has components that need to be maintained where Maximo is used to track the maintenance history. Individual pieces of equipment are fitted to an Operating Location. A piece of equipment is made of sub-assemblies and spare parts. Each piece of equipment has a maintenance policy to describe how to service it to ensure it operates at the required service level Costs are accumulated whenever you create a work order to perform maintenance on an asset. Costs are also rolled up the hierarchy to the parents of the equipment being maintained. Equipment financial attributes include: You use the Zero Asset Costs action  to "zero out" the year to date or total costs for the asset. Typically you would use this action once per year. Cost of sub assemblies roll up to the parent The cost on WO or PO Line items flagged as CHARGESTORE(Rotable) The “Charge-to-Store?” is automatically set to “Y” if you enter an equipment identifier on the PO or WO, and that equipment is : Rotable Equipment and Non-capitalised and Not Located in an operating Location or a Storeroom If you are repairing the equipment “in situ”, then you should clear the checkbox and costs will be charged to the standard account for the location/equipment/PM.

23 Asset Register: Equipment and Locations
Work performed at location Assumed not to have financial value Work and cost history based on location field (many assets) Cost rollup calculates value of work completed at sub-locations Holds the default GL code for work Tracks status Can have item, calendar, meters, specification Is independent of assets installed at location Can exist in multiple System hierarchies Equipment Work performed on asset, at a location GL code for asset and location (merged) Tracks status Can have item, calendar, meters, specification Can have vendor, manufacturer and serial number Can be “rotatable” (repairable, and can exist within a store location) Can have spare parts and sub-assemblies Work and cost history based on asset field (many locations) Assumed to have financial value

24 Asset Register: Equipment and Locations
Location Hierarchy Locations are arranged into hierarchies, called Systems, within Maximo. Maximo requires that at least one hierarchy called the Primary System is included, but there is no limit to additional hierarchies. Primary System The Primary system is the default hierarchy of locations. There is only one primary system and the single top-level parent of the primary system is the parent of all other hierarchy systems. All operating assets must be fitted to a location within the primary system. Maximo imposes these constraints on the hierarchy :     There must be a single top-level location;     Locations may have only one parent in the primary system;     The Primary System.must identify asset fitted to locations Additional hierarchy systems Locations from the primary systems, and additional locations with no asset records, can be arranged in alternate hierarchy or network systems. These systems provide alternate logical models of location relationships allowing for alternate summary or navigation methods.

25 Asset Register: Equipment and Locations
Asset Hierarchy Extending from the location hierarchy is the asset hierarchy. Maximo allows only one hierarchy for assets, which allows a one-to-many relationship, where an asset may have one parent and multiple children viz: Asset hierarchy options: multiple locations with no asset records a matching location for every asset record one location and multiple asset records Transformer Rotor Circulation fan Motor Starter Rotor Circulation fan Motor Starter Transformer Operating Locations Assets Transformer Circulation fan Rotor Circulation fan Motor Starter Rotor Motor Starter

26 Primary System-All assets
Asset Register: Equipment and Locations Systems By arranging operating locations into different Systems you can Create different logical models which value assets differentially by changing the relationships between elements in the hierarchy View only elements relevant to the System selected Primary System-All assets Alternate System A A B C B C F E F D E D G H H F belongs to C H belongs to B Both H & F belong to A E has G & H F belongs to A H belongs to B Both & F belong to A E has H

27 Asset Register: Equipment and Locations
Multiple Systems facilitate alternative cost-rollup analysis Primary System-All assets Alternate System 45 Different rollup values 18 21 24 18 17 24 4 14 4 3 14 14

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