Maximo - Three Days Bespoke

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Fundamentals and Functional Training

Getting Started & Introduction (3.5 hours)

• Including new features recently released for appreciating and understanding future business benefits
• Discuss IBM Maximo Manage, its main features and core capabilities
• Describe the IBM Maximo Application Suite
• Discuss Asset Management methodologies and how they relate to Maximo Manage
• Describe the Asset Life Cycle
• Identify Maximo Manage Core Data
• Discuss how work is managed in Maximo
• Discuss Preventive Maintenance and Condition Monitoring within Maximo
• Describe the Inventory applications and how they interact
• Identify the Work Centres and Role Based applications
• Describe how Maximo Manage can be tailored to meet customer needs
• Describe Maximo Manage administrative tasks and applications
• Know some of the key IOT solutions in Maximo
• Understand the key applications and functional areas of Maximo
• Explain what Asset Performance Management (APM) is and the core challenges that are overcome when using this solution
• Identify and describe the scope of the core functionalities in Maximo
• Implement/discuss some of these concepts that you practised in the hands-on lab exercises

Asset Management (4 hours)

• Understand the role of Asset Management in Maximo and its related data
• Understand and create an asset record from the assets application
• Create an asset record using rotating items
• Describe and create an asset template and generate new assets and update existing assets from this template
• Discuss meters, meter groups and it usage in Asset management
• Describe locations from the perspective of assets
• Move assets from one location to another, swap assets, modify asset users, modify custodians, modify groups, and modify attributes
• Create assets, specify storeroom locations, and issue assets
• Modify asset specifications through the asset application and through the work order
• Create item assembly structures and apply it to assets and locations
• Create asset records and Item assembly structure from the Receiving application using an approved purchase order
• Describe asset classifications. Understand and create linear assets
• Create new classifications that are used in items and asset records
• Understand relationships and create it between multiple assets, be it linear or point assets
• Create new rotating items that references newly created classifications
• Define the asset depreciation schedule and the different aspects involved with it
• Describe the asset maintenance cost roll up in Maximo
• Describe how asset management can be enhanced with Maximo Health and Maximo Predict

Work Management (3.5 hours)

• Describe the Work Management Process
• Discuss the Work Order life cycle
• Understand the status and priority of work
• Create Job Plans
• Create Dynamic Job Plans
• Generate Work Orders
• Record labour and materials usage
• Report failure information
• Implement and practise these concepts in the hands-on lab

Preventative Maintenance and Condition Monitoring (3.5 hours)

• Discuss the Preventive Maintenance process and applications
• Create time-based preventive maintenance schedules
• Create meter based preventive maintenance schedules
• Define Job Plan sequencing on a PM
• Create Master PMs
• Discuss the usage of Repair Facilities
• Create Condition Monitoring Points
• Automatically generate Work Orders from PMs and Condition Monitoring Points

Reporting Capabilities and KPIs: We are not yet using Maximo reporting tools (1.5 hours)

• Maximo 7.6 - Report Options, Capabilities and Comparisons 
• Maximo 7.6 - Ad Hoc Reporting Features 
• Maximo 7.6 - Ad Hoc Reporting Features- Six part functional series 
• Maximo 7.6 - Key Process Indicators

System Administration

Core Data setup: overview / appreciation (1 hour)

• Describe Multi-Org and Multi-Site strategy
• Plan new Organisation and Site records
• Create Item and Company Sets
• Explain the usage of Organisation options
• Configure basic Organisation Chart of Account settings
• Create a Clearing account
• Create Classification hierarchies
• Understand the usage of Locations
• Create Location Systems

Manage Users and Security (1 hour)

• Define these Maximo components: User, People, Security Groups, and Labour
• Describe Manage Labour, Crafts, and Calendar records
• Describe the use of Conditional Expressions
• Show/Hide Screen Controls
• Modify Control Properties
• Implement Conditional Security
• Create new user records
• Configure user access and entitlement
• Discuss user access to role based applications

Workflow Development (1.5 hours)

• Understand workflow designer application and configurations
• Create roles
• Create actions
• Create condition, manual input, interaction, task, wait and sub process nodes
• Understand benefits of escalations in workflow
• Understand different methods of routing workflow
• Understand procedure of escalating assignment of tasks
• Understand procedure of configuring escalation to initiate workflow

MAS Modules Review

Monitor (1.5 hours)

• Explain the key benefits and processing options in Monitor
• Describe the architecture and the process in Monitor
• Identify device types and set up device
• Work with prioritising alerts in Monitor
• Work with Automated Anomaly detection
• Setting up and configuring dashboards in Monitor
• Explain Condition Monitoring for intelligent Asset Management in Monitor
• Discuss integration and extending Monitor functions with third party IoT platforms
• Describe Edge Data Collector in Monitor

Investment Optimisation (1.5 hours)

• Understand and discuss the Asset Investment Optimizer feature in Maximo Application Suite - Health
• Learn about creating investment projects and strategies
• Analyse and compare the different strategies in order to choose the best ones for your organisation

Q&A (1 hour)

Spend remaining time zooming in on specific topics and issues within current Maximo, MAS, Mobile, etc