Tivoli Maximo Asset Management Functional workshop

Exercise - 007

Job Plans, Safety Plans,

Preventive Maintenance, Routes,
Meters, and Conditional Monitoring

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Exercise - 007

Job Plans

Introduction

A job plan is a detailed description of the work tasks (operations), labor,

materials, and tools to be performed for a particular type of job. Use job
plans as templates for work order-specific work plans.
You use the Job Plans application to create, modify, or delete job plan
records. A job plan is a detailed description of work to be performed for a
work order. You can copy job plans to PM records, routes, and directly to
work orders. After a job plan becomes a work plan on a work order, you can
modify the work plan without affecting the job plan.
Job plans generally contain tasks (procedures), along with lists of estimated
labor, labor hours, materials, services, and tools required for the work. To
ensure that work on an asset is performed in a safe manner, you can add
work assets and associate safety plans that can be used when work is
performed.

Accessing Job
Plans

This table shows you how to access the Job Plans application.

Step
1

Action
From the Start Center, click Go To > Planning > Job Plans.
Result: The Job Plans application launches

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Exercise - 007

Job Plans, Continued

Tabs

The Job Plans application is comprised of three tabs:

Tab
List
Job Plan

Work Assets

Specification

Sub-tabs

Description
Use any combination of fields to query and find records
matching the data in those fields.
Create, modify, or delete a job plan record. This tab
displays basic information about the job plan, and
specifies job plan tasks and resources.
Use to associate assets, locations, or items to the job
plan, as well corresponding safety plans. This tab also
allows you to specify whether to create a work order
when an item is purchased.
To classify (or reclassify) a job plan and specify
attributes to define it further. For example, a job plan
might involve the classification of a pump, with
attributes of rpm, diameter, and speed, for which you
can define values. Attributes help to categorize job
plans, which makes it easier to find and manage job
plans.
Note: You also can classify a job plan on the Job Plan
tab, but to manage attributes for the job plan, use the
Specifications tab.
The Specifications tab also lets you specify attributes for
job plan tasks that you classify on the Job Plans tab.

The Job Plan tab has four sub tabs: Labor, Materials, Services, Tools. Each
time you insert, delete or modify quantities or hours in the sub tab table
window, the cost fields update automatically.

Tab
Labor
Materials
Services

Tools

Description
Maintains a list of labor and crafts for the job plan.
Maintains a materials list for the job plan.
When you enter a service item that has a default
vendor, Maximo enters the default vendor and the unit
cost for the service.
Maintains a tool list for the job plan.

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Exercise - 007

EXERCISE 7.1
Creating a Job
Plan

Follow these steps to create a Job Plan.

Step
1

Action
Click the Insert New Job Plan button on the tool bar.

Result: a new record is created and displayed.

Complete the Job Plan Code and Description fields with the
following information:
Field
Job Plan
Description

Value
JP-XX-MON
(where XX are your initials)
Monthly Inspection

Click the New Row button in the Job Plan tasks.

Result: A new tasks row detail is displayed with the Task number
defaulting to 10.
4

Enter a task to complete.

First steps to perform month overhaul

5

Click the New Row button.

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6

Exercise - 007

Enter a second task to complete.

Result: Your screen should look similar to this:

Planning
Labor

Click Save.

Note that the task ids getting generated in multiple of 10. Its a
good practice to have taskids generated in this fashion which
allows addition of new steps in future if required in between of
existing 2 steps.

When planning for Labor in a Job Plan you can plan for actual people or
Crafts. Typically, you would plan for crafts since they tend to remain static
over time whereas people change.
Step
9

Action
On the Labor sub-tab, click the New Row button.

Result: a new row opens in the labor sub tab.

10

Look up or enter a valid Craft.

e.g Select ELECT as one of the valid craft.

11

Enter the 2.25 hours in the Hours field.

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12

Exercise - 007

Optional: Repeat steps 2 and 3 for additional craft/labor

assignments. .
Add MECHANIC 1st Class as a 2nd craft and add hours as 1.5
hours. System will convert 1.5 hours to 1:30 [as 1 hour, 30
minutes]

13

Click Save.

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Planning for
Materials

Exercise - 007

There are two buttons to plan materials for a Job Plan They are:
Select Spare Parts
New Row
Step
14

Action
Click the New Row button.

Result: the material detail line expands.

15

Add the following item: FIL-100 and VAL-500

Click NEW ROW and select item = FIL-100
Enter a valid Storeroom. [Central Store Room]

16

Add 2nd Item

Click NEW ROW and select item = VAL-500
Enter a valid Storeroom. [Central Store Room]

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Exercise - 007

Save the Job Plan.

Result: Your screen should look similar to this:

18

You can make use of task id to link the material/labor

requirement against the task as mentioned above.

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Exercise - 007

Services and
Tools

The steps to plan for Services and Tools are similar to the steps covered
already for labor and materials. For time purposes we will not cover them
now.

Work Assets

The Work Assets tab lists locations, assets, and items associated with the
selected job plan. This table teaches you how to associate a Work Asset with
a Job Plan.
Step
19

Action
On the Work Assets tab, click New Row. The Row Details open.

20

In the Location, Asset, or Item field, enter a value or click Detail

Menu to select an option and retrieve a value.

21

You can choose the location report [0560-XX] that you had created
in previous exercise.

22

Click Save to save the Job Plan

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Activating Job
Plan

Exercise - 007

A Job Plans status must be Active prior to being used in Work Order. When
a job plan is created its default status is Draft and is considered Inactive.
Here you learn how to activate the Job Plan.
Step
23

Action
Click Change Status tool bar button.

24

Click the New Status drop-down arrow.

25

Select Active.

26

Click OK.

27

Click Save.
Result: the Job Plan is now active and can be used in work orders.

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Using a Job
Plan

Exercise - 007

Once created, Job Plans can be called by a work order on an as needed basis.
When you call a Job Plan on the work order, the work orders plan is
populated. By this method, Job Plans can be used over and over, whereas a
work plan is created one time for a single use.
We will create work order in later exercises. At that time we will make use of
this job plan.

EXERCISE 7.2
Duplicating
Job Plans

You can save time and effort when creating a number of job plans, especially
when creating job plans for preventive maintenance.
Make use of this feature to create 2 additional job plans. One for quarterly
maintenance and one for yearly maintenance. Include some additional tasks
in quarterly and yearly maintenance job plans along with required labor,
tools, material and services.
Step
1
2
3

Action
Go to Job Plans
Query for your Monthly Job Plan created earlier
Click Select Action > Duplicate Job Plan.

Result: A new job plan is created

Complete the Job Plan Code and Description fields with the
following information:
Field
Job Plan
Description

Value
JP-XX-QTR
(where XX are your initials)
Quarterly Inspection

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Exercise - 007

Add two additional tasks. Be sure to label them as quarterly

tasks.

Modify the labor and materials to accommodate the additional

tasks.

Activate the Job Plan.

Repeat Steps 3-7 making an Annual Job Plan.

Result: When you complete this exercise you should have three
job plans:
JP-xx-MON
JP-xx-QTR
JP-xx-ANN
We will use these 3 job plans with a PM [preventive maintenance
schedule] which would use first monthly job plan for 1st and 2nd
month, Quarterly job plan in 3rd month, again monthly job plan
for 4th and 5th month, Quarterly job plan for 6th month and so
on. Lastly, for 12th month, the annual job plan will be applied as
per the job schedule.

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Exercise - 007

Safety Plans

Introduction

Safety Plans allow you to associate safety requirements and procedures with
work orders to fulfill regulatory requirements of agencies or government
entities. Safety Plans inform employees of hazards they might encounter
while performing work, as well as precautions they must take to prevent
accidents. The Safety Plans application is used to define those safety
procedures.
Safety Plans can be either generic safety plans for use on all work assets or
location, or for use when working on a particular work asset or location.
Safety Plans can also be used independently of locations or assets.

Accessing
Safety Plans

To get to the Safety Plans, follow the steps below

Step
1a

Tabs

Action
From the Start Center, click Go To > Planning> Safety > Safety
Plans.

There are five tabs in the Safety Plans application. They are explained here:
Tab
List

Description
Allows you to search Maximo for safety plans.

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Safety Plan
Hazards and
Precautions
Hazardous
Materials
Tag Outs

Exercise - 007

Create safety plans, add and view work assets

associated with a selected safety plan.
Add and view hazards associated with the selected
safety plan and view the precautions for those hazards
that you defined in the Safety Precautions application.
Add and view hazardous materials associated with the
selected safety plan.
Add and view hazards for work assets and tag out
procedures associated with each hazard.

EXERCISE 7.3
Creating a
Safety Plan

Here you will create a safety plan and associate it with a location.

Step
1

Action
Click the Insert New Safety Plan icon.
Result: a new Safety Plan screen is displayed
Type the following:
Field
Safety Plan:
Description:

Value
SP-xx-01
xx-On Site Safety Gear

Note: replace xx with your initials.

3

Click the New Row button.

Enter or lookup a valid location. E.g. 0560-XX

Result: Your screen should look similar to the screen here.

Click Save.

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Hazards and
Precautions

Exercise - 007

Next we add the hazards a worker can encounter and the precautions the
worker must take to mitigate the hazard.
Step
6
7

Action
Click the Hazards and Precautions tab.
Click the New Row button.

Enter the following in the Hazard field: Noise, Heat, Dust, and
High Voltage

Result: the description for the hazard populates the field along
with the Precautions to take for the hazard selected.
Click Save.
Your screen should look similar to this:

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Going on from
here

Exercise - 007

Your safety plan can now be associated with other Job Plans, Locations or
Assets. Furthermore, this safety plan can be called when creating a work
order.
Lets now attach this safety plan to the all three job plans that have been
created in previous exercise. JP-xx-Mon, JP-xx.Qtr, JP-xx-ANN

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Exercise - 007

Preventive Maintenance

Introduction

Earlier in the Job Plans chapter you created three job plans. They were plans
for a monthly, quarterly, and an annual inspection. We will use those plans
during this chapter

EXERCISE 7.4
Creating a PM

Here you will create a Preventive Maintenance record.

Step
1

Action
From the Start Center click Go To > Preventive Maintenance >
Preventive Maintenance.

Click Insert New PM.

Complete the following fields:

Field
Description
Asset

Value
Equipment PM Inspections
AHU-100 [This is the same
asset that you had created in
previous exercise]

Note: Write your PM number here: _____________________

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Exercise - 007

Type JP-xx-MON in the Job Plan field. Where XX are your initials.

Note: You created and Activated three job plans in the last
chapter.
Click Save.
Result: Your screen should look similar to this:

Adding
Frequency

Next you will add the PMs frequency.

Step
6

Click the Frequency tab.

Action

Complete the following:

Field

Value

Frequency

Frequency Units

MONTHS

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8

Exercise - 007

Click Save.
Result: Your screen should look similar to this.

Define Estimated Next Due Date as todays date.

Sequenced
PMs

As your PM stands now, you have created a single PM that will generate WO
every month. Next we will sequence the PMs to include quarterly and
annual inspections.
Step
9

Action
Click on the Job Plan Sequence tab.
Result: Your screen should look like this:

10

Click on the New Row Button.

11

Type the quarterly job plan created in the last chapter:

JP-xx-QTR.

12

Type 3 in the Sequence field.

Note: when saved this means every third time this PM is
generated the Quarterly Job Plan will be used.

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View Job Plan

Sequences

Exercise - 007

13

Click on the New Row Button.

14

Type the Annual job plan created in the last chapter:

JP-xx-ANN.

15

Type 12 in the Sequence field.

16

Note: when saved this means every 12th time this PM is generated
the Annual Job Plan will be used.
Click Save.

The PM now calls for 3 different job plans, monthly, quarterly and annual.
Next, look at the sequence:
Step
17

Action
Click Select Action > View Sequence.

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Exercise - 007

18

The Job Plan Sequence is displayed.

19
20

Change status of this PM to Active

You can now test the sequence by generating work orders.

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Exercise - 007

Generate work orders using Select Action for next 95+ days, and
check the job plans on the work orders. In this scenario, system
would create 4 work orders with first 2 monthly job plans, 3rd WO
with quarterly job plan, and 4th again with monthly job plan. ?
DO YOU KNOW WHY SYSTEM GENERATED 4 WO ?

Now, go to workorder application, and review all these

workorders.

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Exercise - 007

Routes

Introduction

A route is a list of related work assets, which can be considered stops along
the route. These route stops can be assets or locations, or a combination of
the two. A route can be a simple asset list. You can also create a route that
lists assets that are related by location, for example all of the servers in a
computer lab, or by type of asset, such as all fire extinguishers located
throughout the site. Routes simplify building hierarchies of work orders for
inspections.
You can use a route in the following ways:
Apply the route to a preventive maintenance record to generate inspectiontype work orders for all work assets listed as stops on the route.
Apply the route to a work order and generate child work orders for each
work asset listed as a stop on the route.

EXERCISE 7.5
Creating a
Route

Here you will create a Route record.

Step
1

Action
From the Start Center click Go To > Planning > Routes.

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2

Click on the New Route Button.

Enter Route as RU_NEW

Exercise - 007

Click on Select Locations and select all four 0560-XX locations as

created before.
Keep selected the first radio button option selected Child work
orders

4
5

Click OK and Save the record

Now, lets apply this route to a PM and trigger-off the work
orders.
From the Start Center click Go To > Preventive Maintenance >
Preventive Maintenance.

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6

Exercise - 007

Click Insert New PM.

Enter details as below

Description PM using Routes RU_NEW
Route RU_NEW

Click Save
Change Status of this PM to Active
Click Select Action
And Select Generate Work Orders

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9

10

Exercise - 007

Uncheck Use Frequency Criteria

Click OK
System will generate the total 4 workorders corresponding to each
location record which we had added in this
Route

Verify details of work orders.

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Exercise - 007

Meters
A meter record in Maximo is a virtual identifier used to record measurements. You
associate meter records with assets and locations to record measurements, for example
run hours, temperature, or pressure, that are used to track asset and location
performance. You use the Meters

Introductions

Meters application allows to define a meter record along with the type of
meter, the unit of measure used by the meter, and the type of reading (delta
or actual) that the meter should record.
Meter records can be associated with assets, inventory items, and locations,
and can be used to drive condition monitoring and preventive maintenance.
Meters can be applied individually, or as part of a meter group.

Continuous . Meters where the readings increase continuously, for

example odometers. These meters might be used to track miles, hours,
engine starts, pieces produced, fuel consumed, and other continuous
readings.
Gauge . Meters where the readings may fluctuate, for example
thermometers or pressure gauges. These meters might be used to track
temperature, pressure, noise levels, oil levels, and other readings that
fluctuate.
Characteristic . Meters where an observed state is being tracked, for
example a color change. These meters might be used to track
Brick/Refractory Color (Yellow, orange, white), or oil color (Clear,
Turbid, Dark).

Step
1

Action
From the Start Center click Go To > Assets > Meters

Click New Meter

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3

Exercise - 007

Enter details as below

METER TEMP-PUMP
Description Temperature meter for Pump
Meter Type Gauge
Unit of Measure DEG-C
4

Save the record.

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Exercise - 007

Conditional Monitoring

Introduction

Maximo uses measurement points as one possible criteria for generating PM

work orders. If a measurement is entered that reaches an upper or lower
action limit, a PM work order can be generated for the asset, either
automatically via a cron task, or manually via the Generate Work Order
action in the Condition Monitoring application.
You create measurement points in the Condition Monitoring application.
Each measurement point is associated with a meter. Meters are created in the
Meters application. When you create a measurement point for an asset
Maximo copies the measurement point to the Meters tab of the asset record.
You can record readings using the Enter Meter Readings and Manage Meter
Reading History actions available from the Select Action menu.
Step
1

Action
From the Start Center click Go To > Assets > Conditional
Monitoring.

Click New Measurement Point to create a new record

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3

Enter details as shown here,

ASSET AHU-100
METER TEMP-C
Upper Warning Limit 45 C
Upper Action Limit 50 C
Upper Limit Job Plan JP-XXMON

4
5

Exercise - 007

Lower Warning Limit 45 C

Lower Action Limit 50 C
Lower Limit Job Plan JPXX-MON

Save the record

Click New Row on measurement section.

Enter first meter reading as 24 C.

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Exercise - 007

Click Select Action -> Generate Work Order

System will display the following message as meter reading 24 is

well within the range defined.

Now, enter a new meter reading as 52

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9

Exercise - 007

Repeat step 6Click Select Action -> Generate Work Order

10

This time, system will generate a workorder as new meter reading

[52 C] is outside the threshold limit.

11

Navigate to the meter now, and verify the assets, conditional

monitoring details.
This conditional monitoring feature can be used to monitor the
systems in a complete automated environment.
Lets discuss some scenarios of its use in class.

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