MAXIMO 6.2 BASICS OVERVIEW

Welcome To
Maximo 6.2
MAXIMO
OVERVIEW

AUTHORISED PERSON
(OPERATION)
OHO/OC – OHO/SC –
OHO/ASC
SECTION HEAD
SUPERVISOR
SECTION HEAD
RAISE WORK
REQUEST
APPROVE WORK
REQUEST
REVIEW APPROVED
PREPARE WORK
PLAN
APPROVE WORK
ORDER
WAPPR
APPRS
WPREP
WFAPPR
APPR
WAREHOUSE CLERK
(TO SENIOR TECHNICIAN)
ISSUE
RESERVED
APPR
INPRG
COMP
WFACCP
FACCP
CLOSE
EXCUTE WORK
ORDER
REPORT ACTUAL &
COMPLETE WO
REVIEW
COMPLETED WO
ACCEPT
COMPLETED WO
CLOSE WORK
ORDER
SUPERVISOR
SUPERVISOR
SECTION HEAD
OHO/OC
After 30 Days the WO’s will
be closed by the system

MAXIMO BASICSMAXIMO BASICS
Inside This Guide
1  How To Log Into MAXIMO?
2  What is my User Name & Password?
3 • How To Select an Application?
4 • How To Change The Filter?
5  How To Use The Navigation Bar?
6 • How To Use The Menu Bar?
7 • How To Use Current Query Menu Bar?
8 • How To Use Quick Key Search Bar?
9  How To Select Action Menu Bar?
10 • How To Use The Tool Bar?
11 • How To Navigate Between The Maximo Tabs?
12  How To View Linked Documents?
13 • How To View a List of Records?
14 • How To Search Using Standard Operators?
15 • How To Save and Run a Query?
16  How To Insert a New Record?
17  How To Run a Report?
18 • How To Select a Location Tag?
19  How To Use The GL Account Navigator?
20 • How To Hyperlink?
21  How To Use The HELP Facilities?
22  How To Identify The Field Value Codes?
23  Appendix.

1. How Do I Log Into MAXIMO?
Double click on the Production icon on your desktop.
Enter Your User ID name and the password in the dialog box.
2. What is my User Name & Password?
Your Use Name is your Gasco Employee Number
Your Password is your Network Login Password
Enter the following information in the Log In frame:
Quick Reference Guide
You can also enter the address in the Internet Explorer
Address.
Enter the address in the Address Bar to start MAXIMO,
http://maximo.gasco.ae

3. How Do I Select An Application?
In your Start Center, click the Go To icon.
MAXIMO displays a pop-up menu, showing all the modules. Clicking a
module displays all Applications for each module.
START CENTER
After signing in, the MAXIMO Main Screen is displayed (also called
MAXIMO Start Center).

Note: You can access any Application assigned to your username from the Go
To Menu at the top center of the MAXIMO Screen.
4. How Do I Change The Filter?
Click on the “Advance Search” Sub Tab on top of Work Order List Tab.
Choose your WO Range, Select your Date Range, Click Find or press
Enter
Click on Work Order Module. Click the Work Order Application.
Result: The Work Order application opens.

5. How Do I Use the Navigation Bar
Below the web browser’s menus and toolbars, is the MAXIMO Navigation Bar.
MAXIMO uses this Navigation Bar to identify the current Application,
display messages and display links, which let you, maneuver among
MAXIMO Applications.
It contains the following sections (from left to right):
6. How Do I Use the Menu Bar
Below the MAXIMO Navigation Bar, is the MAXIMO Toolbar.
The toolbar contains four sections (from left to right):
Current Query Menu
Quick Key Search field and button (binoculars)
Select Action Menu
Toolbar Buttons
Current Query Menu
The Current Query Menu contains queries you have saved
and three additional standard
search options:
All Records
All Bookmarks
Quick Key Search

7. How Do I Use Current Query Menu Bar?
To select queries you have saved, Click on the Query menu bar and then
select the desired saved queries.
8. How Do I Use The Quick Key Search Bar?
Use Quick Key Search to search the Application by the Application Key field.
Enter a Work Order number in the Quick Key field.
Click on (the Quick Key Search button) to execute the query.
9. How Do I Use Select Action Menu Bar?
The Select Action Menu contains all application-specific actions available to you. Select
an action from the menu to perform it.

10. How Do I Use The Tool Bar?
Place your cursor on the toolbar option and a “Tool Tip” will appear
indicating what the button does. Click on the button to start the
required action.
11. How Do I Navigate Between MAXIMO Tabs?
To access information that may be held in other sections of the record,
click on the corresponding Tab.
12. How Do I Linked and View attached Documents?
The second tab contains the main information for the specific application (e.g. Work Order).
Subsequent tabs contain secondary, related information.
Click on the Attachment Icon and Select the document you wish to attached (the
orange color sign means a document is available in the folder). Click on the attachments
to view in the display area.

13. How Do I View A List Of Records?
To view a list of records in MAXIMO, open the application desired then the
default data table is the List Tab, put the cursor inside any of the rows then press
ENTER to view the List
14. How Do I Search Using Standard Operators?
Open the application you want to Query from. Go to Advance Search to select more
fields to query. Put the cursor to the field you want to query. Enter the operator
arithmetic operator (=, >, <, >=, <=,!=, <>) or the relational operator (and, or,
between, like, in, is null, is not null) and the criterion. Click OK or press Enter to
view the list of record.
Note:
When using a standard operator with a value list, select the value first then use the
standard operator.

11. How Do I Search Using Wild Card Operators?
Open the application you want to Query from. Go to Advance Search to select more fields to
query. Put the cursor to the field you want to query. Enter the Wild Card operator (%) (both
before and/or after a value) OR (_), (which replaces a letter or character) and the value. To
view the result, Click OK or press Enter to View the List of record.
Note: Explanation of character replacements:
%Plant - all instances where Plant is last in the string of characters.
Plant% - all instances where Plant is first in the string of characters.
%Plant% - all instances where Plant falls anywhere within the string of characters.
12. How Do I Search Using Value List?
• Open the application you want to Query from. Go to Advance Search to
select more fields to query. Click on the field Select Value Icon a
value list will appear, choose the value from the list then Click OK.
Note:
You can also use a part of the value using (%) or ( _ )

15. How do I Run Saved Query?
Go to the application you want to open saved query. Click on the Query Menu Bar to
View the result and select the desired Saved Queries. Click on the saved query you
wish to open to view the list of record.
16. How Do I Insert A New Record?
From the main menu of any MAXIMO application, Click on the “New Record
Auto key” Icon located on the tool bar.
Note: A number of fields get defaulted by the system based on your Group set up by
the IT department.

17. How Do I Run A Report?
From the Select Action Menu Bar of any MAXIMO application, Choose the
“Run Report” option.
The system will display a list of available reports belonging to the application you open.
Click on the ICF Integrity Compliance Report. The system will display the
Request Page of the requested report. The Query section allows you to specify
input parameters to filter the data to be extracted.

18. How Do I Select A Location Tag?
Open any application that has a Location field. Location hierarchy drilldown
facility can be used to search the required asset. Click on the Detail Menu Icon
then select Open Drill Down dialogue box appears
Double Click on the location Icon with a sign and drill down till you
find the desired location tag. Click on the blue box to return to Location/Asset
and MAXIMO will populate the Location field with your selection. OR the
easiest way is to select a Location by using the Select Value Icon choose
Select Value and a Dynamic Value List will be displayed for your selection.

19. How do I Use the GL Account Navigator?

From any application that has a GL account field,
Click on the Select Value Icon When the GL Account Navigator
appears,
Select the correct account codes from the values displayed on the screen. Build
your GL Account by selecting values for each component from the below table
and click OK to return the GL Account. MAXIMO will automatically populate
the GL account field with your selection.
Note:
The new GASCO GL account code has 8 Segments (Entity, Cost Center, Natural
Account, Production Unit , Project, Spare 1 to 3 for future account). Click OK to
return to GL Account field.
Note: For most applications the GL Account code is defaulted from the Operating
Location, Inventory, Labor and Work Order applications.

21. How do I use the HELP facilities?
From any application in MAXIMO you can access the HELP facilities. There are
several ways to get (HELP!!) from MAXIMO.
First is to get help from MAXIMO from the field itself. Press ALT + F1 on the
field choose the question?
MAXIMO will display specific information related to that particular field, (if the
help text has been populated by GASCO.)
20. How do I Hyperlink?
From any application in MAXIMO, Click the Detail Menu Icon
on the field that has a KEY record from another application and choose
Go To or Move To options.

Second is the general Help Icon from the Navigation Bar (? Help). This
Link is always available in all Maximo Application
If you select MAXIMO Help it will display a menu list of Topics that will assist you
in performing any number of tasks.

Third is the help facility on the Maximo Application that you are working.
Display Help Menu Link is always available in any of the application.
When you choose this option MAXIMO will display a drop down menu box.
Help Topics are available for each standard application in MAXIMO. By clicking the
“Work Order Tracking Help” option you can launch a Help Topic dialog box.

22. How Do I Identify field value Data Base Codes?
Different fields require or accept different types of field data. Here are the different
types of field data, and the field icons associated with them.
Type of Field Description
Add to
Bookmarks
Marks a document or record for later viewing, for your own
reference. You can access marked records from the
Bookmarks Sub Tab on the Search Tab.
NOTE: The record will only be added to your own
Bookmarks.
Undelete Row Restores a row you marked for deletion. This button
indicates that you have marked the row for deletion. You
cannot undelete a row once the record has been saved and the
row has already been deleted.
View Details
Help Icon Click to display Table Window Help. Application Help is
available via the Help link in the Navigation Bar.
Click to open the Row Details form, displaying all fields
in a record so that you can enter, view, or modify data.
When the Row Details form is open, the View Details
button changes to the Close Details button. Click to close the
Row Details form.
Mark Row for
Deletion:
Marks a record for deletion. MAXIMO does
not delete the record until you click Save.
Close Details

23. How Do I Identify field and status bar Icons?
Here is a list of different characteristics fields can have in MAXIMO, and the field
icons associated with them.
Type of Field Description
Detail Menu Displays a menu of actions available for the field. Specific
choices vary by field.
After a long description entry is created, the button changes
color to indicate more information is available.
Select Value
Select Date Displays the Select Date screen. Click a date to return the
value to the Date field.
Long
Description
Provides room for entering more data than can fit in
a field.
Displays a screen showing available values for the fields.
Select Value screens are often lists of records created in other
Applications.

MAXIMO 6.2 MODULES and APPLICATIONS
Module Application
Work Orders
 Work Requests
 Work Order Tracking
 Run Log
 Labor Reporting
 Assignment Matrix
 Assignment Manager
PM’s
 Preventive Maintenance
 Master PM
 PSV & TSV
Inventory
 Item Master
 Inventory
 Item Creation & Modification Request
 Classifications
 Transit Stores
Assets
 Assets
 Locations
 Meters
 Meter Groups
 Condition Monitoring
 Failure Codes
Purchasing
Purchase Requisition
Request For Quotations
Purchase Orders
Long Term Purchase Agreement
Receiving (PO)
Terms and Conditions

Module Application
Planning
 Job Plans
 Routes
Resources
 Person
 Person Groups
 Crafts
 Labor
 Qualifications
 Calendars
Contracts
 Acquisition Plan
 Contract Request
 Invitation to Tender
 Contracts
 Amendment Request
 Release Orders
 Receiving - Release Orders
 Terms and Conditions
Service Work Order
 Service Work Request
 SWO Invitation to Tender
 Service Work Orders
 Receiving (SWO)
Commercial Directory
 Companies
 Company Master
 Owner/Sponsor
 Product Groups
 Work Groups
Security
 Security Groups
 Users
 Application Setup
 Documents

Module Application
Material Requisitions Material Requisitions
Financial
Currency Codes
Exchange Rates
Chart of Accounts
Invoices
Safety
Hazards
Precautions
Lack Out / Tag Out
Safety Plans
Reporting
KPI Manager

Toolbar
Button
 Insert a new record (only if this is the default option).
 Insert a new record with an auto number (only if this is
the default option).
 Save the current record.
 Clear the screen. This allows you to enter database
search criteria.
 Print the current screen.
 Details Reports.



 Route: Routes record in Workflow.
The Tool Bar Descriptions
Go to the next record.
Go to the previous record.
Change Status: Displays the Change Status manually.
 KPI: Key Performance Indicator.
MAXIMO 6.2 TOOL BARS

24. How Do I Contact Maximo Team ?
Note:
Don’t Hesitate To Ask Any Question with Maximo Team ?.
Send Your Queries To Maximo Focal Point
Give your Call Anytime During Working Hours For Solving Your Problem
Please Feel Free To Ask Any Doubt Or Any Of Your Maximo problem
We Are In Engineering Building Our
Contact# 35434 Or 35320
E.mail : OHE/PM Or OHE/PMA
Prepared By: Maximo Team
04-December-2009

MAXIMO 6.2 BASICS OVERVIEW

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MAXIMO 6.2 BASICS OVERVIEW