Digital Transformation in the PLM domain - distrib.pdf
Create a new work order in Ibm Maximo
1. Create a New Work Order
Corrective Maintenance
Created by: Tony Bertram-Maxadmin-CHS
2. From the Start Center, click on New Work
Order icon in the Quick Insert application
3. The application open’s with a Work Order number
already inserted into the box. Type in a short
description of the work to be performed
4. Click on the Long Description box to enter
a full text edit of the work to be performed
or a full explanation of the work needed to
be done
5. 2. Enter only information that can
help the worker know what possible
tools and materials he/she may
need to carry to the work as an
initial evaluation of what is to be
done
1. Provide as
much info as
possible
3. Click OK when finished entering description
6. Click on the detailed menu
arrow by Location
WAPPR
7. On any detailed menu, select the option
that you want to search by. Click on Select
Value
8. 1. The Select Value box
opens and from here we
either use the browse
next/previous page arrows
2. Or type in a location and
press enter on the keyboard
9. 1. Select from the list or
browse using next/previous
page
2. Select TK-91
36. If the plan you want to use is here select it.
If not, you can create a safety plan in the
Plans Tab on the Work Order
Once selected, the plan info
will show and select return with
value to place the plan on the
work order
42. 1. Set the duration of
work, the time in
hours to complete the
task
2. If this wo is from
a service request
enter the request
number
3. Select if wo can
be interrupted
46. Identifies for whom this work
order has been created. For
example, if someone did not have
access to a computer, another
user could create the work order
on behalf of that person.
57. One task has already been inserted from the Plans
that were selected on the work order screen. If
another task needs to be created, click on the new
row button and input the required information.
58. 1. Type in a
description of the task
Repair crack in Coil
2. Click on the long description box and enter
a more detailed description of the work
66. 1. One Craft has already been added from the Plan selected for the work order
2. To Add another Labor, click on new row and select the required information
71. Here a circuit Breaker Lockout kit has already been
selected, to add other materials select new row
A new row has already been
opened, use the select
menus to find and enter the
materials needed
73. Several ways to search for materials, simplest is
to type in a description on the item and press
enter
Gloves
Below is the search results, click on an item to open it’s location
74. Once you have verified that this is the material or
item you wanted, click on return with value
87. 1. You may also want to use the Go To Tools option
2. The Tools record opens and from here select search and all
records to see a list of available tools
88. 1. In this training presentation there is only the one tool listed, in
the production environment there should be more
2. Click on the tool to
open the tool description
3. Once you have
verified that this is the
correct tool needed for
the work, click on
return with value
89. 1. Check the quantity and enter how many of this tool will be
needed. Some require more than one of the same tool
2. For some tools you may needed to track
the hours that the tool is in use. This
would be for tools requiring maintenance
on an hour meter and Maximo will track
this items hours and keep the record up-
to-date
3. If more tools
are needed for
this task or
another task,
click on new
row to search
for the tools
91. 1. Select any related work orders or tickets that are
associated with this work
2. Click on Actuals Tab
92. 3. Click on Safety Plan
Tab
1. The actuals tab is used for keeping track of the
actual resources that were used for this work. Labor
hours, Materials, Services (could have required any
outside contractor that was not initially planned for)
and Tools
2. When completing the work order, be sure to fill
in the information here so that Maximo can track
the cost of this work
94. 1. Select any Hazard, Hazardous Materials and Lock Out/Tag
Out that may be related to the work assignment. Use the tabs to
move through the Safety Plan
2. Click on select menu
98. To add a hazardous material click on new row
1. Use the select menus to add a hazardous
material to the work order and describe each.
2. Search for
the type of
hazard
99. Once all hazardous materials have been identified, click on the
Lock Out/Tag Out Tab
Lock Out and Tag Out of equipment is not just a requirement, it is the core value of any
safety program. Click on new row to add requirements for this work.
100. Here we list hazard that requires lock out or tag out and we use the select menu arrows to
select the hazards
101. 1. You use the same method to select the values as
before, do this for each hazard
2. List the Tag Outs for the Hazard above, click new row
102. Just as before use the select value arrows to select
the values for tagging out items
104. 1. Here we list notes for the work that
is being done, notes maybe to notify
others of some problem, a record that
needs to be completed, a tool
requirement that may not be in the
system or any other note that may be
of interest to future work on this
equipment
106. 1. You use the Create Communication action to send messages about a
record via e-mail. When you create a communication, you can use a
communication template created in the Communication Templates
application, or you can create a free-form communication.
You can view any inbound or outbound communications associated with
a record in the Communications Log on the Log tab.
For more information about communication templates, refer to the
Communication Templates in help.
2. Click Failure
Reporting Tab
107. 1. You use the Failure Reporting tab to record and view asset and location problems,
causes, and remedies. This data enables you to identify trends and isolate probable
causes of breakdowns. You can enter remarks in the Remarks box that will aid in future
resolutions of problems associated with the root cause of this failure
2. To change the failure code you must first delete the failure code from the work order
page and then select a new code here.
3. After going through each step in creating this work order and proving the
information required for the system to track the progress, labor, materials and cost,
clickk on the Save icon to save the work order.
108. The record has now been saved, if you have approval authority,
approve the work
109. 1. Click on the select arrow
2. Click on Approved
110. Approving the work on any section of the work order
will also approve the task created for the work
111. 1. All work info entered and approved.
The work is now pending scheduling by
the work scheduler.
At any point in
creating a work order
and you get stuck on
something, looking for