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Test C2010-570: IBM Maximo Asset Management V7.5 Implementation

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Product Description

Exam Code: C2010-570

Exam Name: IBM Maximo Asset Management V7.5 Implementation

Q & A : 207 Q&As

Sample: C2010-570 Free Online Test

Product Description

Test information:

  • Number of questions: 66
  • Time allowed in minutes: 105
  • Required passing score: 69%

 

Section 1: Planning

 

    1. Given that the system has been installed and requirements workshops have been conducted, define the logical sequence of events so that IBM Maximo Asset Management V7.5 (Maximo) is successfully deployed in the client environment.
      With emphasis on performing the following tasks:

        1. Configure the database.
        1. Configure the system.
        1. Add security roles.
        1. Data migration
          1. Integration Framework
        1. Configure/modify applications.
        1. Customize applications (as required).
        1. Develop interfaces.
      1. Migrate solution to development.
        1. Migration Manager

 

    1. Given that Maximo has been installed, validate the installation by using either the installValidation utility, listiu, or solutioninstaller so that the Maximo components are confirmed to be at the 7.5 level.
      With emphasis on performing the following tasks:

        1. Run Installvalidation.bat.
            1. From command prompt change to ibm\smp\scripts folder.
            1. Prior to running installvalidation.bat verify Verify JAVA_HOME defined to 1.6 .
            1. Pass parameters for validation.
          1. Review log for success.
        1. Run listiu.
            1. From command prompt change to ibm\smp\ctg_de\acsi\bin folder.
            1. Run listiu.bat.
          1. Verify components installed at 7.5 version. IU UUID: DDCE934782398B3E81431666515AC8B5 Name: DE Extensions Interfaces CLI IU Version: 1.4.0.13IU UUID: C37109911C8A11D98E1700061BDE7AEA Name: Deployment Engine IU Version: 1.4.0.13IU UUID: 39BC4EED169A46BCBABE2CF84E9B92F4 Name: MAM71_PACKAGE_IU Version: 7.5.0.0IU UUID: 3D2FFFEAA4C34409A21320BD5593574A Name: MADT_Install_Files Version: 7.5.0IU UUID: 443D6188FFFFBEEFBABEAB257CFFFFFF Name: CCMDB Log Trace Analyzer PM Language Support IU Version: 7.5.0.0IU UUID: 0794CE26E761421987D484491844F7DF Name: LTA_WAR_Package_IU Version: 7.5.0.0IU RootIU UUID: 167210CE0B3E47D395F906A9C939E9DB Name: MADT_RootIU Version: 7.5.0IU RootIU UUID: 56CB9E49C593486BBE0B140FC9796034 Name: LTA_WAR_Package Version: 7.5.0.0IU RootIU UUID: 70E41B7F4A204AB9B0131EB6E28E80AA Name: EAM711Package Version: 7.5.0.0IU RootIU UUID: D94240D11C8B11D99F2D00061BDE7AEA Name: Install IU Version: 1.4.0.13Feature (RootIU UUID: 56CB9E49C593486BBE0B140FC9796034 Name: Log Trace Analyzer PM Language Support Feature)Feature Name:Log Trace Analyzer PM Language Support Feature
      1. Run solutioninstaller.
          1. From command prompt change to ibm\smp\bin folder.
          1. Run solutioninstaller -action showinstalled -type all.
        1. Verify 3 components installed at 7.5 version. Application Deployment Toolkit 7.5.0 Process Manager Product Full Update 167210CE0B3E47D395F906A9C939E9DBMaximo Asset Management Package 7.5.0.0 Process Manager Product Full Update 70E41B7F4A204AB9B0131EB6E28E80AAprocess automation engine Package 7.5.0.0 Process Manager Product Full Update 56CB9E49C593486BBE0B140FC9796034

 

    1. Given that Maximo has been installed, set up the basic system data based upon the customer’s requirements so that the initial configuration has been completed.
      With emphasis on performing the following tasks:

        1. Open the System Properties application.
        1. Search for the mail.smtp.host property.
        1. Expand the mail.smtp.host property and set the Global Value attribute to SMTP host.
        1. Select the mail.smtp.host record check box.
        1. Click the Live Refresh icon in the toolbar and do live refresh.
        1. Search for the mxe.adminEmail property.
        1. Expand the mxe.adminEmail property and set the Global Value attribute to e-mail address.
        1. Select the mxe.adminEmail record check box.
        1. Click the Live Refresh icon in the toolbar and do live refresh.
        1. Open the Currency Code application.
        1. Click New Row.
        1. Enter currency name.
        1. Click the Save icon.
        1. Open Sets application.
        1. Click New Row.
        1. Enter the following information:
            1. Item name
          1. Enter ITEM in Type field
        1. Click the Save icon.
        1. Enter the following information:
            1. Company name
          1. Enter COMPANY in Type field.
        1. Click the Save icon.
        1. Open Organizations application.
        1. Click the New Organization icon.
        1. Enter the following information:
            1. Organization
            1. Base currency
            1. Item set
            1. Company set
            1. Default item status
            1. Default stock category
          1. Clearing account
        1. Click Sites tab.
        1. Click New Row.
        1. Enter Site.
        1. Click the Save icon.
        1. Open Database Configuration application.
        1. Select Action /Select GL Account Configuration.
        1. Click New Row.
        1. Enter the following information:
            1. Component name
            1. Numeric length
            1. Type
          1. Repeat for each component
        1. Click OK.
        1. Select Action / Select Manage Admin Mode.
        1. Click Turn Admin Mode ON.
        1. Click OK.
        1. Select Action / Select Apply Configuration Changes.
        1. Select Action / Select Manage Admin Mode.
        1. Click Turn Admin Mode OFF.
        1. Click OK.
        1. Open Chart of Accounts applications.
        1. Click organization.
        1. Select Action / Select GL Component Maintenance.
        1. Click New Row.
        1. Add GL components.
        1. Add GL components.
        1. Click OK when finished.
        1. Click New Row.
        1. Select GL account.
        1. Click Save.
        1. Open Organizations application.
        1. Select organization.
        1. Enter clearing account.
        1. Select Active.
        1. Click Save.
        1. Open Security Groups application.
        1. Select authorization group.
        1. Click GL Component tab.
        1. Click Authorized for each GL component.
        1. Click Save.
        1. Open Chart of Accounts application.
        1. Select Action / Select Company-Related Accounts.
        1. Click New Row.
        1. Enter the following information:
            1. Company type
            1. RBNI account
            1. AP suspense account
          1. AP control account
        1. Click OK.
        1. Select Action / Select Update Database.
        1. Click OK.
        1. Open Users application.
        1. Select maxadmin user.
        1. Enter site in Default Insert Site.
        1. Enter site in Storeroom Site for Self-Service Requisitions.
        1. Click Save.
        1. Open Organizations application.
        1. Select Organization.
        1. Select Action / Select Work Order Options / Select Work Type.
        1. Click New Row.
        1. Select Work Order class.
        1. Enter AR Work Type.
        1. Set Start Status to INPRG.
        1. Set Complete Status to COMP.
        1. Click New Row.
        1. Select Work Order class.
        1. Enter UR Work Type.
        1. Set Start Status to INPRG.
        1. Set Complete Status to COMP.
        1. Click New Row.
        1. Select Change class.
        1. Enter Work Type.
        1. Set Start Status to INPRG.
        1. Set Complete Status to COMP.
        1. Click OK.
      1. Click Save.

 

    1. Given that the system has been installed and the database has been properly configured, define the sequence of data entry so that data is successfully loaded into the client’s Maximo environment.
      With emphasis on performing the following tasks:

        1. Collect data.
        1. Scrub data.
        1. Convert data.
        1. Migrate supporting data.
          1. Define supporting data.
        1. Migrate static data.
          1. Define static data.
        1. Migrate transactional data.
          1. Define transactional data.
        1. Validate data migration.
        1. Validate data Integrity.
      1. Validate system functionality.

 

  1. Given that Maximo has been installed and the basic system data has been set up, change the default User Interface by using the Application Designer so that the application reflects the customer requirements.
    With emphasis on performing the following tasks:

      1. Update screens by using Application Designer.
          1. Update/create any domains affecting screen changes if needed in the Domains application.
          1. Attach domain to appropriate data object and attribute in Database Configuration application.
          1. Run Database Configuration to configure changes.-Turn on Admin Mode.-Choose Apply Configuration change from Select Action menu.-Verify database backup check box.-Run Database Configuration.-Turn off Admin Mode.
        1. Open Database Configuration data object to verify changes.
      1. Open Application Designer and select application to be changed.
      1. Add/remove control element and configuration according to specifications.
      1. Save changes.
      1. Test/fix changes.
    1. Retest changes.

 

Section 2: Asset

 

    1. Given that IBM Maximo Asset Management V7.5 (Maximo) has been installed and the basic system data has been set up, create a location based upon the customer’s requirements so that locations have been created.
      With emphasis on performing the following tasks:

        1. Open the Locations application.
        1. Click the New Location button.
        1. Enter the following information:
            1. The location ID
          1. Location TypeVerify the status field is not null (Default status is OPERATING).
        1. Click the Save Location button.
        1. Enter the following optional information:
            1. Description
            1. Rotating Item number
            1. Meter Group — When a rotating item is specified, its meter group (if any) will be crossed-over to the asset and the meters will be created automatically for the location.
            1. Calendar and Shift to indicate the operational hours of the location
            1. Priority – the relative criticality of this location over other location
            1. failure class code
            1. GL account
            1. Internal Labor account
            1. Service Address code
            1. Bill to Address
          1. Ship to Address
        1. Click the Save Location button.
        1. For Locations of type OPERATING:
            1. Click on “Associate Systems with Location” from the Select Action menu.
            1. In the “Associate Systems with Location” window, click New Row
            1. Enter the following information: -System-Parent – required for all locations but the first one added to a hierarchical system
          1. Click OK.
      1. Repeat above steps until all locations have been created.

 

    1. Given Maximo has been installed, customer’s requirements understood and basic system data has been setup, create asset template by using the Asset Templates application and create assets so that an asset template and assets have been created.
      With emphasis on performing the following tasks:

        1. Open the Assets Templates application.
        1. Click the New Asset Template button.
        1. Enter the Asset template ID.
        1. Click the Save Asset Template button.
        1. Enter the following optional information:
            1. Asset template description
            1. Asset description
            1. Asset Type
            1. Manufacturer
            1. Vendor
            1. Usage
            1. Purchase Price
            1. Replacement cost
            1. Budgeted
          1. Priority
        1. As needed, enter the corresponding information in the following tabs:
            1. Spare Parts.-Enter Spare Parts item number.-The Spare Parts table window is populated with the item’s information, enter Quantity.-Repeat above steps until all Spare Parts have been entered.
            1. PM – Enter the master PMs associated to the asset template.
            1. Meters-Select the meter to be associated with the assets.-The Meters table window is populated with the meter’s information, optionally enter corresponding Sequence .-Repeat above steps until all Meters have been entered.
          1. Specifications-Select the classification to be used on classifying the assets.-The Specification table window is populated with associated attributes.
        1. Click the Save Asset Template button.
        1. Change Status to ACTIVE.
        1. Click the Generate New Assets button.
            1. Specify the site.
          1. Click OK.
      1. The Generate New Assets window displays. Enter the following information:
          1. In the Default Table Data section, enter the following information as needed: -Location-Status-Serial #-Installation Date-PM Start-PM Storeroom
          1. In the Generate Asset Numbers table window, specify: -Enter the following required fields:-Quantity – the number of asset to be created by using this asset template-Optionally specify:-Starting Asset number – Required if a prefix or suffix is specified-Prefix-Suffix-Click the Generate Assets button.
          1. The proposed assets to be created display in the Assets table window.
          1. To add more proposed assets: -Repeat steps . and/or-Click New Row and enter the desired asset number.-Repeat either one of the previous two steps as needed .
          1. To delete proposed assets, click on the Delete icon (trash can) on the asset’s row.
        1. Click OK to create the assets as displayed in the Assets table window.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create rotating and non-rotating assets and their subassemblies based upon the customer’s requirements so that assets and their hierarchies are created.
      With emphasis on performing the following tasks:

        1. Open the Assets application.
        1. Click the New Asset button.
        1. Enter the asset number.
        1. Enter optional asset details as needed:
            1. Description
            1. Asset Type
            1. Parent – Parent asset of current asset
            1. Maintain Hierarchy
            1. If the asset is a Rotating Asset: -Select a rotating item or search for the rotating item by using a classification or attribute search.-If the item is condition enabled, select a Condition Code.
            1. Location-From the Location field, open the drilldown and navigate to and select the location where the asset resides, or enter a storeroom and bin. Note when entering a rotating asset into a storeroom the current balance is incremented by one.
            1. Meter Group — When a rotating item is specified, its meter group (if any) will be crossed-over to the asset and the meters will be created automatically on the asset.
            1. Calendar and Shift
            1. Priority
            1. Serial #
          1. failure class
        1. Click the Save Asset button.
        1. Enter purchasing and cost information as needed.
        1. By default, an asset is in an up status when being setup.
        1. Enter the corresponding information in the following tabs:
            1. Safety
            1. Meters
            1. Specifications
            1. Relationships
            1. In the Spare Parts tab – Subassembly table window, specify the asset’s children to create the asset hierarchy:-Click New Row.-Select the asset number to be associated as a child asset.-Repeat the previous 2 steps for every asset to be associated as a child asset.-Indicate a Parent or perform step for every asset in the hierarchy.
          1. In the Spare Parts tab – Spare Parts table window, create the spare parts list for the asset:-Click on the Select Spare Parts button and select one or more item numbers.-The Spare Parts table window is populated with the item’s information, enter Quantity.-Repeat above steps until all Spare Parts have been entered.
      1. Click the Save Asset button.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create meters and meter groups and apply them to assets before entering an initial reading so that meters and meter groups have been defined and added to assets and an initial reading has been entered for each meter.
      With emphasis on performing the following tasks:

        1. Open the Meters application.
        1. Click the New Meter button.
        1. Enter the following information.
            1. The meter and description
          1. Meter Type. There are three types of meter, all of which can be applied to assets and locations.-Continuous – The readings entered for a Continuous meter increase over time, for example, run hours. Readings can be actual or delta values. A unit of measure should be entered. -Gauge – The measurements taken for a Gauge meter can fluctuate up or down over time, for example, temperature. It is recommended that a unit of measure is entered. -Characteristic – The observational values entered against a Characteristic meter (for example, Oil Color – dark or clear) must be defined within a domain type of ALN. -Reading Type, Domain and/or Unit of Measure as appropriate to the chosen Meter Type.
        1. Click the Save Meter button.
        1. Click on the Where Used Tab — There are five read-only sub-tabs for assets, locations, PMs, Items and Condition Monitoring displaying the application records, if any, where the meter is referenced. The action – View Meter in Groups – will display whether the current meter belongs to one or more meter groups.
        1. Open the Meter Groups application — meters can be grouped together to facilitate creating multiple meters at once for the associated assets or locations. A meter or meter group can be specified on an item (Item Master application) or tool (Tools application). The rotating field must be checked on the item or tool to reference a meter group. When a rotating item is specified on an asset or location, its meter group (if any) will be crossed-over to the asset and the meters will be created automatically on the asset. All meter types can be used in a meter group.
        1. Click the New Meter Group button.
        1. Enter the following information.-The meter group and description-Optionally check the field – Apply New Meters Where Group is Used?. — If checked, when changing an existing meter group referenced on one or more assets, locations and/or items then when the record is saved the changes will be propagated everywhere this meter group has been referenced.
        1. Associate a meter record to this meter group:-Click on the New Row button. -The field – Apply This Meter Where Group Is Used – may be checked if you checked the same field in the meter group header. -Enter the following information. -Sequence — order in which the meter is displayed. -Meter name-Meter Type — If the meter type is Continuous also enter the Average Calculation Method. Depending on the method selected, other fields may become mandatory; for example, Sliding-Days method requires the number of days to be entered in the Sliding Window Size field. -Optionally also enter a Meter Rollover value — the point at which a Continuous meter returns to zero.
        1. Repeat above steps until all desired meters have been defined for the group.
        1. Click the Save Meter Group button.
        1. Open the Assets application.
        1. Find an asset which needs to have one or more meters created for it and click on the Meters tab.
        1. Enter or select a Meter Group
        1. Click the Save Asset button. The meters associated to the meter group have been added to the Meters table window.
        1. Click on the View Details button. Clear the Active? Check box if necessary
        1. For Continuous meters, change the Average Calculation Method, Reading Type and Accept Rolldown From fields as necessary.
        1. Meters can also be added individually by clicking on the New Row button, and populating the fields as required according to the meter type.
        1. From the Select Action menu, click on Enter Meter Readings.
        1. For each meter in turn enter the following information:-New Reading-Modify New Reading Date as necessary –defaults to current date/time-Modify Inspector field as necessary — defaults to the logged in user’s person ID. -Click on the View Details button. -Optionally enter a Remarks.-For a Continuous type of meter verify whether the reading is an actual value or a delta value. Check the Delta field as necessary.
      1. Click on the OK button to save the new meter reading.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create and set up condition monitoring points so that Condition Monitoring points are created and corrective work orders are manually or automatically generated.
      With emphasis on performing the following tasks:

        1. Open the Condition Monitoring application.
        1. Click the New Measure Point button — a point number will be created by using the autokey.
        1. Enter the following information:
            1. Description
            1. Location or Asset – you cannot enter both.
            1. For Gauge type meters additionally enter:-Both, Lower and Upper Warning Limit-Both, Lower and Upper Action Limit-Either an Upper Limit PM or Job Plan, not both, to generate a corrective work order with when a measurement is above the Upper Action Limit. A PM must reference the location or asset entered. Any Job Plan can be referenced.-Either a Lower Limit PM or Job Plan, not both, to generate a corrective work order with when a measurement is below the Lower Action Limit. A PM must reference the location or asset entered. Any Job Plan can be referenced.-Optionally both, Lower and Upper Limit Priority – defaults to the one on the PM or Job Plan entered.
          1. For Characteristic type meters:-Click on the New Row button in the Characteristic Action Values table window. -Enter one of the domain values defined for the Characteristic meter.-Either a Job Plan or PM to be used to generate the corrective work order when a matching reading value is entered for the location or asset. A PM must reference the location or asset that you entered. Any Job Plan can be referenced.-Optionally, enter a Priority to be used on the corrective work order – defaults to the one on the PM or Job Plan entered.
        1. Click the Save Measure Point button.
        1. In the Measurements table window:
            1. For Gauge type meters enter a measurement date and an appropriate measurement. If the measurement is lower than the lower action limit or higher than the upper action limit then a work order is typically created by using the Job Plan or PM details.
          1. For Characteristic type meters enter a measurement date and select an observation. If the observation is the same as one of the Characteristic Action Values then a work order is typically created by using the Job Plan or PM details.
        1. Click the Save Measure Point button.
        1. Manually generate a work order for this measurement point.
            1. From the Select Action menu, click on Generate Work Order.
            1. Verify the Use Action Limits as Work Order Generation Criteria field-De-select the field if you wish to generate a work order regardless of whether the latest measurement is outside of the action limits. -Leave this field checked and a work order will be created only if one of the action limits were exceeded or the measurement reading entered for a Characteristic meter is one of the values where an action has been defined in the table window Characteristic Action Values.
            1. Optionally enter a memo.
          1. Click the OK button. A work order may be generated depending on the last measurement and the action values. When a work order is generated you will be informed of the work order number and whether the asset or location is under warranty. The generated work order appears in the History table window.
        1. Measurements can be entered as part of a work order rather than directly against the measure point record in the Condition Monitoring application. When this is the case it is necessary to set up a cron task to automate the generation of the work order when the limits have been exceeded.
            1. Open the Cron Task Set-up application.
            1. Open the cron task called MeasurePointWoGenCronTask.
          1. If there is no Cron Task Instance click on the New Row button and enter the following information:-Cron Task Instance Name and Description-Schedule, use the Set Schedule button.-Check the Active field.
        1. Click the Save Cron Task Definition button.
      1. Verify that the cron task runs and generates a work order.
          1. Initially set the schedule on the cron task instance to run every 10 minutes.
          1. If using an existing instance, check on the OrgID and SiteID Cron Task Parameters.
        1. Verify whether the cron task has run by reviewing the Last Run Timestamp field or the History subtab after the specified time. If the last measurement has exceeded its action limits you should find that a work order was generated.

 

    1. Given that Maximo has been installed and the basic system data has been set up, define and create failure classes and its hierarchies so that the failure class is created with all the related problems, causes, and remedies.
      With emphasis on performing the following tasks:

        1. Open the Failure Codes application.
        1. Click the New Failure Code button.
        1. Enter the new failure class and description .
        1. Create the failure hierarchy for the failure class.
            1. Enter the Problem code in the Problems table window.-Click on the New Row button.-Select the corresponding failure code for the problem.-If the code does not exist, enter a new code and select Add to Failure Code.-Save the record.
            1. Enter Causes for each problem in the Causes for problem table window
            1. Enter the Cause for the highlighted problem by clicking on the New Row button .-Select the corresponding failure code for the cause.-If the code does not exist, enter a new code and select Add to Failure Code.-Repeat for all additional Causes for the selected Problem.-Save the record.
          1. Enter Remedies for each cause in the Remedy for cause table window.-Enter the Remedy for the highlighted Cause by clicking on the New Row button.-Select the corresponding failure code for the remedy.-If the code does not exist, enter a new code and select Add to Failure Code.-Repeat for all additional Remedies for the selected Cause.-Save the record.
      1. Repeat above step for all additional Problems for the failure class.

 

  1. Given that Maximo has been installed and the basic system data has been set up, define an asset’s topology so that the asset’s topology viewer displays the asset’s relationships.
    With emphasis on performing the following tasks:

      1. Define asset relationships rules — to establish the nature of relationships between assets. Each rule Group has 1 or more sub-rules and a source and target classification whose attributes can be “matched” based on source and target attribute / condition / value.
          1. Open the Relationships application – to create the formal definitions and rules for relationships. These are basic terms to describe the dependency or connectivity between assets or configuration items.
          1. Search for relationships Use With – Asset. Out-of-the-box, there are 9 relationships: Includes, Connects, Intersects, Becomes, Parallel, Splits From, Carries, Backsup, Backed Up By.
          1. Select one of these out-of-the-box relationships .
        1. In the Asset Relationships Rules table window.-Click New Row. The group number is auto numbered.-Select a Source Classification.-Select a Target Classification.-Select the Within Group condition – Valid values: And / Or-Optionally, enter the following information:-Source attribute, condition and value — Conditions can be: Equals, Notequal, Greater, Greaterorequal, less, lessorequal, like, notlike-Target attribute, condition and value-Save the record.
      1. Repeat above step to create more asset relationship rules.
          1. Use New Row to create more group lines.
        1. Use the New Groups icon to create new groups, or change the group number on a line.
      1. Define the asset’s direct relationship with other assets.
          1. Open the Assets application.
          1. Select the asset to define the relationships for.
          1. Click on the Relationship tab – to define the direct relationships of an asset and/or navigate through a chain of related assets.
          1. In the Relationships table window-Click New Row.-Enter the following information:-Sequence – used to list relationships in a logical order-Source Asset (defaulted to the current asset) or Source Location-Select a Relationship.-Target Asset or Target Location.-Use as Reference? – used with linear asset add-on-Save the record.
        1. Repeat above step to create more asset direct relationships based on asset relationship rules.
    1. Click on the Topology tab — to verify the asset’s topology canvas displays the assets relationships. The Asset Topology tab displays a graphical representation of the asset’s relationships as defined on the Relationships tab, up to 5 levels which can be seen by using the viewer to increase or decrease the level of transitive relationships from the source asset in the display.

 

Section 3: Preventive Maintenance

 

    1. Given that IBM Maximo Asset Management V 7.5 (Maximo) has been installed and the basic system data has been set up, including Hazards, Precautions, and Tag Outs, define and create safety plans based upon the customer’s requirements, so safety plans have been created and their Hazard and Precautions, Hazardous Materials, and Tag Outs are defined.
      With emphasis on performing the following tasks:

        1. A safety plan contains safety information for an asset or location, including hazards, precautions, hazardous materials, and tag out procedures to follow in order to perform the work safely.
        1. Open Safety Plan application.
        1. Click the New Safety Plan button.
        1. Enter the following information:
            1. Safety Plan
          1. Description
        1. In the “Work Assets” section, click the “New Row” button.
        1. Set Location OR Asset attribute.
        1. In the “Hazardous and Precautions” tab, under “Hazards” section, click the “New Row” button.
        1. Enter the following information:
            1. Hazard
          1. Related Location OR Related Asset
        1. In the “Hazardous Materials” tab, under “Hazardous Materials” section, click the “New Row” button.
        1. Enter the following information:
            1. Hazard
          1. Related Location or Related Asset
        1. In the “Tag Outs” tab, under “Hazards” section, click the “New Row” button.
        1. Add the following information:
            1. Hazard
          1. Related Location or Related Asset. Tag Outs and Lock Outs will be populated with the Related information.
      1. Click the “Save” button.

 

    1. Given that Maximo has been installed and the basic system data has been set up, define and create routes and route stops based upon the customer’s requirements so that routes have been created and stops are defined.
      With emphasis on performing the following tasks:

        1. 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.
        1. Open Routes application.
        1. Click the New Route button
        1. Enter the following information.
            1. Route
          1. Description
        1. Define how a route stop will be created when the route is applied to a work order. The options are:
            1. Child Work Order
            1. Entries in the Work Order’s Multi Asset, Location and CI Table
          1. Work Order Tasks
        1. In the “Route Stops”, click the “New Row” button to add one or more route stops.
        1. Enter the following information:
            1. Description
            1. Sequence
            1. Location OR Asset
          1. Job Plan
      1. Click the “Save Route” button.

 

    1. Given that Maximo has been installed and the basic system data has been set up and Labor, Material, Service ,and Tool data are entered, define and create job plans based upon the customer’s requirements so that job plans have been created and job tasks defined.
      With emphasis on performing the following tasks:

        1. A job plan is a template, with detailed description of work to be performed on an asset, item, or location.
        1. Open the Job Plan application.
        1. Click the “New Job Plan” button.
        1. Enter the following information:
            1. Job Plan
            1. Description
            1. Template Type
          1. Duration
        1. In the Job Plan Tasks, click the “New Row” button to add one or more Tasks.
        1. Enter the following information:
            1. Task
            1. Description
            1. Duration
          1. Sequence
        1. In the “Labor” sub-tab, click the “New Row” to add one or more resources required for the plan.
        1. Enter the following information:
            1. Organization and Site
            1. Task
            1. Labor OR Craft
            1. Quantity
          1. Hours
        1. In the “Material” sub-tab, click the “New Row” button to add one or more materials required for the plan.
        1. Enter the following information:
            1. Task
            1. Item
          1. Item Quantity
        1. In the “Services” sub-tab, click the “New Row” button to add one or more services required for the plan.
        1. Enter the following information:
            1. Task
            1. Service Item
          1. Quantity
        1. In the “Tools” sub-tab, click the “New Row” button to add one or more tools required for the plan
            1. Task
            1. Tool
            1. Tool Quantity
            1. Tool Hours
          1. Rate
        1. In the “Work Assets” tab, click the “New Row” button to associate Asset and Locations.
        1. Enter the following information:
          1. Asset OR Location OR Item
        1. Click the “Save Job Plan” button.
        1. Activate Job Plan:Click the “Change Status” button.
            1. In the “New Status” field, select “Active.”
          1. Click the “OK” button.
        1. Create a Job Plan revision against an active job plan:
            1. Select Action > Revise Job Plan.
            1. Enter the Revision Description.
          1. Click the “OK” button.
      1. Repeat above steps to activate the new revision.

 

    1. Given that Maximo has been installed and the basic system data has been set up and Assets, Locations, Meters, Job Plans, Safety Plans have been created, define and create preventive maintenance (PM) schedules based upon the customer’s requirements so that PM records have been created and their schedules defined.
      With emphasis on performing the following tasks:

        1. PM records are templates for scheduled PM work. They are used to generate PM work orders. PMs can contain job plan and corresponding safety plan information that is copied to work orders.
        1. Open the Preventive Maintenance application.
        1. Click the “New PM” button.
        1. Enter the following data:
            1. PM.
            1. Description
            1. Asset or Location/Route or GL Account
            1. Job Plan
            1. Work Order Status
          1. Work type
        1. In the Frequency tab, define the frequency. The options are Time Based and Meter Based.
        1. Time Based Frequency
          1. In the “Time Based Frequency” tab, Enter the following data:-Frequency-Frequency Unit-Estimated Next Due Date-Alert lead
        1. Meter Based Frequency
          1. In the “Meter Based Frequency” tab, click the “New Row” button
        1. Enter the following information:
            1. Meter
            1. Frequency
            1. Alert Lead
          1. Generate WO Ahead By
        1. In the “Work Order Generation Information” section, check the options:
            1. Generate WO Based on Meter Reading (Do Not Estimate)?
          1. Generate WO When Meter Frequency is Reached?
        1. In the “Seasonal Dates” tab, define the days the Preventive Maintenance Schedule is active.
        1. Click the “Change Status” button.
        1. In the “New Status” field, select “Active”
      1. Click the OK button.

 

  1. Given that Maximo has been installed and the basic system data has been set up and an active PM is entered, define and create PM Forecasting Schedules based upon the customer’s requirements so that a PM Forecast has been created.
    With emphasis on performing the following tasks:

      1. A Preventive Maintenance Forecast is used to generate a virtual schedule to analyze PM schedule load balancing.
      1. Open the Preventive Maintenance application and select an active PM.
      1. Switch to “Forecast” tab.
      1. Under the “Select Action” menu, select the “Generate Forecast” option.
      1. Enter the following information:
          1. Forecast Until
        1. Forecast For (Days)
    1. Click the “OK” button.

 

Section 4: Inventory

 

    1. Given that the system has been installed and configured according to the customer’s requirements, explain stock categories so that stock categories have been defined on an organization record.
      With emphasis on performing the following tasks:

        1. Define “stock category”.
        1. Define “Stocked”, “Non-Stocked”, and “Special Order” Categories.
        1. Explain changes in the location of the “stock category” flag.
          1. The stock category flag has been moved from the inventory level to the Organization Details (ITEMORGINFO) objects. Business rules are now driven from this level.
        1. Explain the “Include in Reorder?” flag.
          1. Satisfies the original use case of “stock category” for controlling what gets autromatically reordered.
      1. Explain the function of the Special Order stock category.

 

    1. Given that the system has been installed and configured according to the customer’s requirements, create an item master by using the Item Master application so that the item master can be created.
      With emphasis on performing the following tasks:

        1. Open the Item Master application.
        1. Click New Item button.
        1. Enter the following information:
            1. Item
            1. Description
          1. Lot type
        1. Click Save Record
      1. Change status to Active.

 

    1. Given that the system has been installed and configured according to the customer’s requirements, create an inventory record so that an Inventory record has been created and reorder details have been entered.
      With emphasis on performing the following tasks:

        1. Open the Item Master Application.
        1. Select the item master record.
        1. Click Select Action menu.
        1. Select Add Item to Storeroom.
        1. Specify Site and Storeroom.
        1. Click OK button.
        1. Enter the following data:
            1. Issue cost type
            1. Issue Unit
          1. Add any additional data.
        1. Click OK.
        1. Open Inventory application.
        1. Select item number from the appropriate storeroom.
        1. Click the Reorder Detail tab and enter the following data:
            1. Select the check box in the reorder field.
            1. Enter Re-order point value.
            1. Enter lead time.
          1. Enter economic order quantity.
        1. Save the record.
        1. Enter the following data in the Primary Vendor section.
            1. Primary Vendor
            1. Manufacturer
            1. Model
          1. Catalog number
      1. Save the record.

 

    1. Given that the system has been installed and configured according to the customer’s requirements, describe the functionality of Inventory Usage applications so that Inventory Usage applications have been explained.
      With emphasis on performing the following tasks:

        1. Define the Inventory Usage application.
        1. Describe inventory usage records.
            1. Issue
            1. Transfer
            1. Returns
          1. Benefits and function of multiple lines
        1. Inventory usage record usage types
            1. Issue – All usage lines for issues and returns only.
            1. Transfer – All usage lines for transfer only.
          1. Mixed – Record lines can contain issues, transfers and returns.
        1. Define inventory usage record statuses.
            1. Change the status of inventory usage records initiates transactions that adjust inventory information.
            1. Inventory transactions can adjust storeroom balances or the financial data that is associated with the inventory record.
          1. Define the statuses that apply to inventory usage records.-Entered – The default value when a record is entered.-Shipped – Indicate the item is removed from inventory and in transit.-Staged – Indicate items are ready and waiting to be issues or transferred.-Complete – Indicate that the issue, transfer, or return is complete.-Canceled – Only available from Entererd or Staged statuses. Canceled records cannot be edited, and staged balances are reversed.
        1. Define staging
      1. Define transfer process flow.

 

  1. Given that the system has been installed and configured according to the customer’s requirements, define the function and use of hard and soft reservations so that hard and soft reservation processes have been explained.
    With emphasis on performing the following tasks:

      1. Define hard reservation – A hard reservation is a request for materials that is defined by the need for an item within a specific timeframe. You can specify that the reorder process includes only hard reservations. You can also specify that inventory items can be issued from a storeroom only when they are associated with a hard reservation. Hard reservations of inventory items are prioritized so that they cannot be superseded by other requests.
      1. Define soft reservation – A soft reservation is a request for materials that is not subject to a timeframe. You can create a soft reservation to ensure that the item or tool is available for issue at any time that it is needed.
      1. Define automatic reservations – hard and soft reservation types can be set automatically. You can apply automatic processing to determine hard or soft reservations, based on the date that the materials are required. You select automatic processing for reservation types in the Purchase Orders, Purchase Requisitions, and Desktop Requisitions applications.
      1. Define Backorder Reservations – The backorder reservation type can also be applied by using automatic processing. Backorder indicates that an inventory item or tool can have only hard reservations, and that the reservation quantity must be satisfied by the available balance on the inventory record. An organization must disallow negative availability to use the Backorder reservation type.
    1. What transactions can be defined as hard or soft reservations.
        1. Issues
      1. Transfers

 

Section 5: Contracts

 

  1. Given that IBM Maximo Asset Management V7.5 (Maximo) has been installed and the basic system data has been set up, define and create the different types of contract. There are 5 types of contracts; they are Purchase, Lease/Rental, Labor, Warranty, and Software contracts so that the purpose for each contract type has been defined and contracts created.
    With emphasis on performing the following tasks:

      1. You use the applications in the contracts module to manage contracts for labor rates, purchases, leases, warranties, and software. You can create different types of contracts and define the rules that govern each type of contract.
      1. Purchase contract:
          1. Used to define contracts with outside vendors, and provide detailed information about a contact’s contact information or shipping and financial terms.
        1. Used for creating price, blanket, or purchase type contracts
      1. Lease/Rental contract:
        1. You use the Lease/rental contracts application located in the contracts module to define overall terms and conditions of an agreement between vendor and a customer regarding one or more rotating assets.
      1. Labor contract:
        1. Define contract terms and conditions for one or more Labor records.
      1. Warranty contract:
        1. Defines agreements to maintain one or more assets with an outside service provider for a fee or scheduled set of payments and tracks warranty information and locations by time or meter.
      1. Master contract:
        1. Defines the relationship with a vendor.
      1. Open the Purchase Contracts application.
      1. Click the “New Purchase Contract” button.
      1. Enter the following information:
          1. Contract.
          1. Description
          1. Type:-BLANKET – A blanket contract is an agreement that specifies a vendor, a total amount, and valid dates for the agreement.-PRICE – A price agreement contract specifies the prices to be paid for specific items purchased from a specific vendor.-PURCHASE – A purchase contract specifies the terms and conditions for a purchase.
        1. Company (This is the contract vendor).
      1. In the “Contract Lines” tab, click the “New Row” button to add one or more contract lines.
      1. Enter the following information:
          1. Line Type
          1. Item (If applicable )
          1. Description (If applicable )
          1. Quantity
          1. Order Unit (if applicable )
        1. Unit Cost
      1. Under the “Select Action” menu, click the “Authorize Sites” option.
      1. Click the “New Row” button to add one or more authorized sites.
      1. Click the “OK” button.
      1. Click the “Change Status” button and select “Approved”.
      1. Click the “OK” button.
    1. Create a Contract Revision.
        1. Under the “Select Action” menu, click the “Revise Contract” option.
        1. Enter the new revision description.
        1. Click the “OK” button.
      1. Repeat above steps to approve the new revision.

 

Section 6: Purchasing

 

    1. Given an item set, classifications, companies, items, service items, tools, have been set up, use this Purchase Requisition application to create a purchase request so that an approved purchase request is created.
      With emphasis on performing the following tasks:

        1. Access the Purchase Requisition application from the Purchasing module.
        1. Create a PR.
            1. Enter a description [optional].
            1. Enter a contract reference [only if the PR is for a purchase contract or lease/rental contract purchase].
            1. Enter a company [optional].
            1. Enter a required date [optional].
          1. Select the save button.
        1. Add a PR line by using one or more of the following methods when using the “New Row” button in the “PR Lines” table window.
            1. Item master
            1. Service item
            1. Tools
            1. Materials
          1. Services
        1. Add a PR line by using a vendor item button.
        1. Add a PR line by using a contract items.
        1. Add a PR line by using the spare part button.
        1. Enter the following data
            1. Enter a Quantity.
            1. Enter a “Catalog” number [optional].
            1. Enable “Inspection Required?” [optional].
            1. Select an “Order Unit”.
            1. Enter a charge code from one of the following:-Storeroom-Work order-Asset-Location-GL Account
            1. Repeat steps as required for each new line.
          1. Select the save button.
        1. Update the Ship To/Bill to [optional].
            1. Select the “Ship To / Bill To” tab.
            1. Select the detail menu button on the Ship To field.
            1. Select choose Select Value.
            1. Select from the list an alternative Bill To address.
            1. Select the detail menu button on the Bill To field.
            1. Select choose Select Value.
            1. Select from the list an alternative Bill To address.
          1. Select the save button.
        1. Update the Terms and Conditions [optional].
            1. Select the Terms and Conditions tab.
            1. Select the New Row button.
            1. Select the detail menu button on the Bill To field.
            1. Select choose Select Value
            1. Repeat above steps as required.
          1. Select the save button.
        1. Update the Specifications tab [optional, and only applies where the classification is used by the PR object]
      1. Change status to approve.
          1. Select the “Change Status” icon.
          1. Select “New Status” of “Approved”.
        1. Enter a “Memo” [optional].

 

    1. Given an item set, classifications, vendor, PR’s, create and award a Request for Quotation (RFQ) by using the RFQ application so that a purchase order/contract can be created form the RFQ.
      With emphasis on performing the following tasks:

        1. Access the RFQ application from the Purchasing module.
        1. Create a RFQ.
            1. Enter a description [optional].
            1. Enter a Required Date [optional].
            1. Enter a Reply Date [optional].
            1. Enter the following Terms [optional]-Freight Terms-Ship Via-Payment Terms-FOB Point
          1. Select the save button.
        1. Select the RFQ Lines tab.
        1. Add a PR line by using one or more of the following methods when using the “New Row” button in the “PR Lines” table window.
            1. Item master
            1. Service item
            1. Tools
            1. Materials
          1. Services
        1. Add a PR line by using the spare part button.
        1. Enter the following data:
            1. Enter a Quantity.
            1. Enter a “Catalog” number [optional].
            1. Enable “Inspection Required?” [optional].
            1. Select an “Order Unit”.
            1. Enter a charge code from one of the following:-Storeroom-Work order-Asset-Location-GL Account
            1. Repeat steps as required for each new line..
          1. Select the save button.
        1. Add a PR line by using the Copy PR Line Items to RFQ from the Select Action menu.
          1. Filter and select appropriate PR lines.
        1. Select the Vendors tab.
        1. Select New Row button.
        1. Select a Vendor.
        1. Update vendor details as necessary.
        1. Update the Ship To/Bill to [optional].
            1. Select the “Ship To / Bill To” tab.
            1. Select the detail menu button on the Ship To field.
            1. Select choose Select Value.
            1. Select from the list an alternative Bill To address.
            1. Select the detail menu button on the Bill To field.
            1. Select choose Select Value.
            1. Select from the list an alternative Bill To address.
          1. Select the save button.
        1. Update the Terms and Conditions [optional].
            1. Select the Terms and Conditions tab.
            1. Select the New Row button.
            1. Select the detail menu button on the Bill To field.
            1. Select choose Select Value.
            1. Repeat above steps as required.
          1. Select the save button.
        1. Update the Specifications tab [optional, and only applies where the classification is used by the PR object].
        1. Change status to Ready.
            1. Select the “Change Status” icon.
            1. Select “New Status” of “Ready to be Sent”.
          1. Enter a “Memo” [optional].
        1. Change status to Sent.
            1. Select the “Change Status” icon.
            1. Select “New Status” of “Sent to Vendor”.
          1. Enter a “Memo” [optional].
        1. Select the Quotations tab.
        1. Select the vendor to which the quotation is to be entered.
        1. Select the Select RFQ Lines button in the Quotations for Vendor section.
        1. Enable one or more of the lines to be quoted on.
        1. Select the OK button.
        1. Update the following fields as necessary:
            1. Quantity
            1. Order Unit
          1. Unit Cost
        1. Repeat above steps as necessary until all quotes have been recorded.
      1. Award the quotation to a winning bidder in one of the following ways:
          1. Select the Quotations tab.
          1. Select the vendor to which the quotation is to be awarded.
          1. Select the item to which the quotation is to be awarded.
        1. Select the Award All button.

 

    1. Given an item set, classifications, companies, items, service items, tools, have been set up, create a Purchase Order (PO) by using the Purchase Order application so that an approved PO is created and a revision is generated.
      With emphasis on performing the following tasks:

        1. Access the Purchase Order application from the Purchasing module.
        1. Create a PO.
            1. Enter a description [optional].
            1. Enter a contract reference [only if the PO is for a purchase contract or lease/rental contract purchase].
            1. Enter a company.
            1. Enter a required date [optional].
          1. Select the save button.
        1. Add a PO line by using one or more of the following methods when using the “New Row” button in the “PO Lines” table window.
            1. Item master
            1. Service item
            1. Tools
            1. Materials
          1. Services
        1. Add a PO line by using a vendor item button.
        1. Add a PO line by using a contract items.
        1. Add a PO line by using the spare part button.
        1. Enter the following data
            1. Enter a Quantity.
            1. Enter a “Catalog” number [optional].
            1. Enable “Inspection Required?” [optional].
            1. Select an “Order Unit”.
            1. Enter a charge code from one of the following:-Storeroom-Work order-Asset-Location-GL Account
            1. Repeat steps as required for each new line..
          1. Select the save button.
        1. Update the Ship To/Bill to [optional].
            1. Select the “Ship To / Bill To” tab.
            1. Select the detail menu button on the Ship To field
            1. Select choose Select Value.
            1. Select from the list an alternative Bill To address.
            1. Select the detail menu button on the Bill To field.
            1. Select choose Select Value.
            1. Select from the list an alternative Bill To address.
          1. Select the save button.
        1. Update the Terms and Conditions [optional].
            1. Select the Terms and Conditions tab.
            1. Select the New Row button.
            1. Select the detail menu button on the Bill To field.
            1. Select choose Select Value.
            1. Repeat above steps as required.
          1. Select the save button.
        1. Update the Specifications tab [optional, and only applies where the classification is used by the PO object]
        1. Change status to approve.
            1. Select the “Change Status” icon.
            1. Select “New Status” of “Approved”.
            1. Enter a “Memo” [optional].
          1. Select OK button.
        1. Select Revise PO from the Select Action menu
        1. Enter Revision Change description.
        1. Select Internal Change field [optional].
        1. Update the revision PO as necessary by using steps already given.
      1. Change status to approve.
          1. Select the “Change Status” icon.
          1. Select “New Status” of “Approved”.
          1. Enter a “Memo” [optional].
        1. Select OK button.

 

    1. Given an approved PO, define receiving process so that the order is received, a void receipt is generated, rotating assets are returned.
      With emphasis on performing the following tasks:

        1. Access the Receiving application from the Purchasing module.
        1. Enter a PO number that was previously approved in the quick key search.
        1. Select the Select Ordered Items ordered button.
        1. Select the tick box for each item to be received.
        1. Select the OK button.
        1. Update the quantities as required.
        1. Save.
        1. Follow these steps to complete receipts if their status is WINSP.
            1. Select Change Inspection Status from Select Action menu.
            1. Select the tick box for each item to have the inspection completed.
          1. Select the OK button.
        1. Follow these steps to receive rotating items if their status is WASSET.
            1. Select Receive Rotating Items from Select Action menu.
            1. Select the Autonumber button.
            1. Select the Apply Item Assembly button [if necessary]
          1. Select the OK button.
        1. Follow these steps to void a receipt.
            1. Select the Select Receipts to Void.
            1. Select the tick box for each item to be voided.
          1. Select the OK button.
      1. Follow these steps to return a rotating asset after being received.
          1. Select the Select Rotating Asset for Return.
          1. Select the tick box for each rotating asset to be returned.
        1. Select the OK button.

 

    1. Given an item set, inventory items, and storerooms, create an inventory usage record that transfers items so that a shipment is created and received.
      With emphasis on performing the following tasks:

        1. Open the Inventory Usage application.
        1. Select “New Inventory Usage” button.
        1. Enter the following information:
            1. Description
            1. From Storeroom
          1. Usage type. Use “Transfer” to indicate if the usage record is solely for items being moved from one store to another, or “Mixed” if the usage record is for issuing items from a storeroom or for transfer.
        1. Select the “Select Items” button.
        1. Search for or select the item to be shipped.
        1. Enter the following information:
            1. To Storeroom.
            1. Quantity.
            1. To Bin [optional]
          1. To Lot [optional]
        1. Change the status to “Shipped”
        1. Select the OK button to ship the items.
        1. Open the Shipment Receiving application.
        1. Enter the Shipment number from step 7.
        1. Select the “Select Shipped Items” button.
        1. Enable the check box for each item to be received into the Shipment Receipt application.
        1. Select the “OK” button.
        1. Follow these steps to complete receipts if their status is WINSP for non-rotating items:
            1. Select “Change Inspection Status” from Select Action menu.
            1. Select the tick box for each item to have the inspection completed.
          1. Select the OK button.
        1. Follow these steps to complete receipts if their status is WINSP for non-rotating items:
            1. Select “Change Inspection Status for Rotating Items” from Select Action menu.
            1. Select the tick box for each item to have the inspection completed.
          1. Select the OK button.
        1. Follow these steps to receive rotating items if their status is WASSET:
            1. Select “Receive Rotating Items” from Select Action menu.
            1. Select the Autonumber button.
            1. Select the Apply Item Assembly button [if necessary]
          1. Select the OK button.
        1. Follow these steps to void a receipt.
            1. Select the Select Receipts to Void.
            1. Select the tick box for each item to be voided.
          1. Select the OK button.
      1. Save.

 

  1. Given an item set, classifications, companies, POs, and receipts, create an invoice so that an approve invoice is created, then the invoice is voided.
    With emphasis on performing the following tasks:

      1. Open the Invoice application.
      1. Select the New Invoice button.
      1. Enter a PO.
      1. Select the Invoice Lines tab.
      1. Select the Copy PO Lines button.
      1. Select the tick box for each PO line to be added onto the invoice.
      1. Select the OK button.
      1. Update the quantities for each invoice line as needed.
      1. Change status to approve.
          1. Select the “Change Status” icon.
          1. Select “New Status” of “Approved”.
        1. Enter a “Memo” [optional].
      1. Select Reverse Invoice from the Select Action menu.
    1. Enter the following information
        1. Invoice number [use Autonumber button if appropriate].
        1. Reversal Reason
        1. Status
        1. Select OK.
        1. If Pending Reversal is selected, follow these steps:-Select the detail menu on the Reverse Invoice field.-Select Go To Invoices.-Approve the invoice.-Return to the original invoice. NB: The original invoice now has a status of Reversed.
      1. If Approved is selected the original invoice now has a status of Reversed.

 

Section 7: Work Management

 

    1. Given that IBM Maximo Asset Management V7.5 (Maximo) has been installed and system has been set up, create a service request as per customer’s requirements so that a service request has been created.
      With emphasis on performing the following tasks:

        1. Open Service Requests application.
        1. Click New Service Request
        1. Enter the following:
            1. Select Reported By.
            1. Select Affected Person.
            1. Specify Summary and Details.
            1. Select Classification.
            1. Select Asset.
            1. Select Location.
          1. Click Save.
      1. Change Status.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create and define a new work order in the Work Order Tracking application so that a work order is created, planned, approved ,and ready to work..
      With emphasis on performing the following tasks:

        1. Open Work Order Tracking application.
        1. Click Insert New Work Order icon.
        1. Fill out the following fields on work order tab:
            1. Description
            1. Location or asset or both if appropriate
            1. Work type
            1. Job plan if appropriate
            1. Safety plan if needed
            1. Scheduling information if known
          1. Responsibilities section if known
        1. Fill out the following fields on the Plans tab:
            1. If no job plan on Work order tab, create work plan.
            1. On labor sub tab, add craft/labor information.
            1. On materials sub tab, add needed inventory or direct issue items to complete work.
            1. On Services sub tab, add needed vendor services.-Associate to a service contract if appropriate.
          1. On tools sub tab, add any specific tools needed to complete work.
        1. Change status to Approved or equivalent synonym for Work order.
      1. Verify the following information on work order:
          1. Material Storeroom material status
          1. Direct Issue material status
          1. Work Package Material status
        1. Check for when Material status was last Updated.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create and define a work plan so that the tasks are applied to the work order.
      With emphasis on performing the following tasks:

        1. On the plans tab, under the tasks section, click new row.
        1. Add description for task first task.
          1. Enter data in the following fields that are appropriate for the task:-Meter to be read (from condition monitoring).-Indicate any dependencies to the task.-Indicate if the task is flow controlled.-Enter task time duration.-Enter nested job plan if needed.
        1. Repeat for each needed task.
      1. Save record.

 

    1. Given that Maximo has been installed, and the basic system data has been set up, view work order costs so that the Work Order Totals and Work Package Totals tables are displayed.
      With emphasis on performing the following tasks:

        1. Open the Work Order Tracking application.
        1. Select a work order.
      1. From the Select Action menu, select View -> Costs.
        1. This will display the costs for External Labor Hours, Labor Hours, Internal Labor Cost, External Labor Cost, Labor Costs, Material Cost, Tool Cost, Service Cost ,and Total Cost.

 

    1. Given that Maximo has been installed and the basic system data has been set up, use Assignment Manager to assign labor to work orders so that appropriate labor has been assigned to a work order.
      With emphasis on performing the following tasks:

        1. Open Assignment Manager application.
        1. Select date work to be assigned.
        1. Central Dispatch method:
            1. Filter or select criteria for assignment to schedule the appropriate work orders in the work order section.
            1. Place check mark in check box for work order to be scheduled.
            1. Click filter labor to match work button in labor section to filter for the appropriate craft/labor resource.
            1. Double click on appropriate date field in 7-day calendar to assign labor.
          1. Repeat for each individual assignment on work order(s).
      1. Self Dispatch method:
          1. Filter or select criteria for labor in the Labor section
          1. Select the check box next to the labor to be scheduled.
          1. Click Filter Work to match Labor.
          1. Select the check mark next to the Work Orders for the labor to be assigned.
        1. Click the Assign Labor button.

 

    1. Given that Maximo has been installed, and the basic system data has been set up, use quick reporting to report actual labor, materials, tool use, and failure reporting so that the work order actuals are complete.
      With emphasis on performing the following tasks:

        1. Open the Quick Reporting application.
      1. Select a work order.
          1. To report labor, click the Labor tab.-Click New Row.-Select the Labor from the detail menu, or from the Select Labor button.-Verify Craft, Type, and Rate.-Enter Regular Hours.-Enter other appropriate optional data.-Click the Save button.
          1. To report materials, click the Materials tab.-Select the appropriate button: Select Materials, Select Reserved Items, Select Asset Spare Parts, or New Row.-Verify and record quantity.-Verify required fields.-Enter other appropriate optional data.-Click the Save button.
          1. To report tools use, click the Tools tab.-Select the appropriate button: Select Tools, Select Planned Tools, Select Issued Tools, or New Row.-Verify and record quantity.-Verify and record Tool Hours.-Verify and record Rate.-Enter other appropriate optional data.-Click the Save button.
        1. To report use Failure Reporting, click the Failure Reporting tab.-Click the Select Failure Codes button.-Select the appropriate Failure Codes.-Enter other appropriate optional data.-Click the Save button.

 

    1. Given that Maximo has been installed, and the basic system data has been set up, use labor reporting to report the type and the total number of hours of work that external contractors or internal employees performed so that Labor is reported, by work order, labor, ticket, or vendor.
      With emphasis on performing the following tasks:

        1. Open the Labor Reporting application.
        1. To report Labor by work order, choose Enter by Work Order from the Select Action menu.
            1. Select a work order from the detail menu.
            1. Select the appropriate button: Select Labor, Select Planned Labor, or New Row.
            1. Verify and record Start Date and Start Time.
            1. Verify and record Regular Hours.
            1. Verify and record Rate.
            1. Enter other appropriate optional data.
            1. Click OK.
          1. Click the Save button.
        1. To report Labor by Labor, choose Enter by Labor from the Select Action menu.
            1. Select a Labor from the detail menu.
            1. Click New Row.
            1. Verify and record Craft.
            1. Verify and record Type.
            1. Verify and record Start Date and Start Time.
            1. Verify and record Regular Hours.
            1. Verify and record Rate.
            1. Enter other appropriate optional data.
            1. Click OK.
          1. Click the Save button.
        1. To report Labor by Ticket, choose Enter by Ticket from the Select Action menu.
            1. Select a ticket from the detail menu.
            1. Click New Row.
            1. Select a Labor form the detail menu.
            1. Verify and record Craft.
            1. Verify and record Type.
            1. Verify and record Start Date and Start Time.
            1. Verify and record Regular Hours.
            1. Verify and record Rate.
            1. Enter other appropriate optional data.
            1. Click OK.
          1. Click the Save button.
      1. To report Labor by Contract/Vendor, choose Enter by Contract/Vendor from the Select Action menu.
          1. Select a Vendor from the detail menu.
          1. Click New Row.
          1. Select a Labor form the detail menu.
          1. Verify and record Craft.
          1. Verify and record Type.
          1. Verify and record Start Date and Start Time.
          1. Verify and record Regular Hours.
          1. Verify and record Rate.
          1. Enter other appropriate optional data.
          1. Click OK.
        1. Click the Save button.

 

  1. Given that Maximo has been installed, and the basic system data has been set up, use Activities and Task to allow vendors to access their work orders so that vendors can access their work order or tasks.
    With emphasis on performing the following tasks:

      1. Open the Activites and Tasks application.
      1. Select and view the appropriate Activity and Task record.
    1. Update the Resources tab as needed.

 

Section 8: Other Configuration Options

 

    1. Given that IBM Maximo Asset Management V7.5 (Maximo) has been installed and system has been set up, configure system properties so that properties are set per customer, configuration, and system requirements.
      With emphasis on performing the following tasks:

        1. Open System Properties application.
        1. Determine the property that is required to be changed and expand the View Details for that Property Name.
        1. Define Global Value.
        1. Click Save.
        1. Repeat above steps until all system properties defined.
        1. Check box for all modified properties that allow for a live refresh.
        1. Select Action / Select Live Refresh.
      1. Click OK.

 

    1. Given that Maximo has been installed, and the basic system data has been set up, by using the Domains application add or modify a domain to the system so that a domain has been created or modified.
      With emphasis on performing the following tasks:

        1. Open the Domains application.
        1. Create a Domain.
            1. To add a new domain, click the Add New Domain button.
            1. Select the appropriate domain type to create.
            1. Click New Row.
            1. Select an Object from the detail menu if creating a cross-over or table domain.
            1. Enter other appropriate optional data.
            1. Click OK.
            1. Click the Save button.
          1. After adding domains, additional tasks might be required, depending on the domain and how you want the system to display it. You can use the Classifications application, Database Configuration application, or Application Designer application to complete these tasks.
      1. Modify a domain.
          1. To modify domain, click the domain to be modified.
          1. Modify the other appropriate data.
          1. Click OK.
          1. Click the Save button.
        1. After adding domains, additional tasks might be required, depending on the domain and how you want the system to display it.

 

    1. Given that Maximo has been installed and system has been set up, specify organization options so that properties are set per customer, configuration and system requirements.
      With emphasis on performing the following tasks:

        1. Open Organizations application and select the appropriate organization.
        1. Select Action / Select Work Order Options / Select Work Type.
            1. Click New Row.
            1. Select Work Order class.
            1. Enter Work Type.
            1. Set Start Status.
            1. Set Complete Status.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Work Order Options / Select Edit Rules.
            1. Select Edit settings for each status.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Work Order Options / Select Other Organization Options.
            1. Select Organizations options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Work Order Options / Select Site Options.
            1. Select Site.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Inventory Options / Select Inventory Defaults.
            1. Select Inventory defaults.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Inventory Options / Select Reorder.
            1. Select options
            1. Click OK
          1. Click Save
        1. Select Action / Select Inventory Options / Select Inventory Costs
            1. Select Site.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Inventory Options / Select Transfer Options.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Asset Options.
            1. Select options.
            1. Click OK .
          1. Click Save.
        1. Select Action / Select Drilldown Options.
            1. Select options.
            1. Click OK.
          1. Click Save .
        1. Select Action / Select PM Options.
            1. Select Site.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Safety Plan Options.
            1. Select Site.
            1. Select option.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Purchasing Options / Select PO Options.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Purchasing Options / Select Contract Options.
            1. Select Contract Type.
            1. Click Associate Terms. -Select Terms. -Click OK.
            1. Click Associate Properties. -Define properties. -Click OK.
            1. Click New Row. -Enter Contract Type and Description. -Select Internal Contract Type .
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Purchasing Options / Select Tax Options.
            1. For each tax type tab, modify or enter tax options according to customer data. -Enter a description for the tax type in the tax type description field .-By using the lookup field, identify the paid tax GL account .-By using the lookup field, identify the unpaid tax GL account.-Select method of taxing line items as either: no items, for issue on receipt of items, or for all line items.
            1. To create a new or change an existing tax option, select a tax option from the list or click New Row.-Enter or change tax code and description.-Enter or change tax rate.-Enter or change Changed date.
            1. Click OK.
          1. Click Save.
        1. Action / Select Purchasing Options / Select PO Labor Options.
            1. Select option.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Purchasing Options / Select Invoice Options.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Labor Options.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Service Desk Options / Select Global Ticket. Solution Options.
            1. Select option.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select SLA Options.
            1. Select Site.
            1. Select options.
            1. Click OK.
          1. Click Save.
        1. Select Action / Select Ownership Assignment Options.
            1. Select Site.
            1. Select options.
            1. Click OK.
          1. Click Save.
      1. Select Action / Select Workflow Options.
          1. Select Site.
          1. Select options.
          1. Click OK.
        1. Click Save.

 

    1. Given that Maximo has been installed, and the basic system data has been set up, define and set up Cron tasks so that jobs can be fired off automatically.
      With emphasis on performing the following tasks:

        1. Cron tasks are jobs that run automatically and on a fixed schedule. Maximo include a library of default cron tasks. Users can create new Cron tasks. Cron tasks include activities such as generating preventive maintenance work orders and reordering inventory items on schedules.
      1. Open the Cron Task Setup application.
          1. Select a Cron Task.
          1. View details of the cron task.
          1. Verify Schedule.-If necessary, use the Set Schedule button to modify the schedule.
          1. Verify Run as user.
          1. Verify Max Number of History Records.
          1. Verify Cron task parameters.
          1. Verify Cron task instance is set to active.
        1. Click the Save button.

 

    1. Given that Maximo has been installed and running, configure the appropriate attached document settings so that Maximo is configured to use attached documents.
      With emphasis on performing the following tasks:

        1. Add document folders.
            1. Open an application that has the Attached Documents action. If an application has the Attached Document action, it has the Attachments Library/Folders action in the Select Action menu
            1. Select Action / Select Attachment Library/Folders / Manage Folders.
            1. Click Add a New Document Folder.
            1. Enter the following: -Document folder-Description-Default file path
          1. Click OK.
        1. Associate Document Folder with applications.
            1. Select Action / Select Attachment Library/Folders / Associate Folders.
            1. Click New Row.
            1. Select Document folder .
          1. Click OK.
        1. Configure attached documents.
            1. Create a doclinks directory on the server where the documents will be stored.
            1. Share the drive.
          1. Create default subdirectory under the doclinks directory.-If WebLogic:-Create WEB-INF subdirectory under the doclinks directory.-Copy the web.xml from the deployment folder into the directory just created.
        1. Configure the Application Server for Attached Documents .
            1. If WebLogic:-Stop the application server.-Back up the config.xml file in the domain in which you want to configure the web application.-Start the application server.-From a browser log in to the Administration Console by specifying the following URL: http://hostname:port/consolewhere “hostname” is the name of the machine and “port” is the port number of the Application Server-In the left pane, under the Deployments node, click Web Application Modules. The right frame refreshes.-Delete the existing Web application named doclinks if one already exists on your system.-In the right pane, click Deploy a new Web Application Module. The right pane refreshes.-Navigate to the location of the doclinks directory.-Click the radio button to select the doclinks directory, then click Target Module at the bottom of the screen.-If more than one server, you must select the server on which you want to deploy your new Web Application module then click Continue.-Review choices. The name must be the root directory name where the documents are stored. The name is case sensitive.-Click Deploy. The Web application you created. appears in the Web Application tree in the left pane.
            1. If WebSphere:-Navigate to the location of the httpd.conf file for the IBM HTTP Server.-Back up the httpd.conf file.-Open the httpd.conf file in a text editor.-Find the section that begins with the following line (KEEP THE # signs).
            1. This should be changed to whatever you set DocumentRoot to.-Edit this Directory line to specify the doclinks directory you created.-Find the section that begins with the following lines.
            1. DocumentRoot: The directory out of which you will serve your.
            1. documents. By default, all requests are taken from this directory, but
          1. symbolic links and aliases may be used to point to other locations.-Edit this DocumentRoot line to specify the doclinks directory you created.-Save and Close the file.-Restart the HTTP server.
      1. Edit the Paths in Maximo .
          1. Open System Properties application.
          1. If WebSphere, Configure 2 properties as follows:-mxe.doclink.doctypes.defpath /Global Value: Path to folder (i.e. c:\doclinks\default)-mxe.doclink.path01 /Global Value: C:\doclinks=http://servername/
          1. If WebLogic, Configure 2 properties as follows:-mxe.doclink.doctypes.defpath /Global Value: Path to folder (i.e. c:\doclinks\default)-mxe.doclink.path01 /Global Value: C:\doclinks=http://servername:port/doclinks
          1. Optional: Change the value of the following property: mxe.doclink.maxfilesize / Global Value: (size in MB)
        1. Click Save.

 

    1. Given that Maximo has been installed and the basic system data has been set up, use Workflow Designer to create a site-specific workflow process so that a workflow process has been created and is ready to route a record.
      With emphasis on performing the following tasks:

        1. All configurations of nodes and lines will be based on defined workflow processes from the client.
        1. Open Workflow Designer.
        1. Click insert new Workflow icon from toolbar.
        1. Name workflow process.
        1. Enter description for Workflow process.
        1. Enter Object name (example: Asset, Work order, PO).
        1. Save record.
        1. Drop needed nodes onto workflow canvas.
        1. Drop Positive connection action line(s).
        1. Drop Negative connection action line(s).
        1. Save record.
        1. Configure Nodes:
            1. Condition Node – Maximo evaluates SQL expression to true or false. Add communication template if needed.
            1. Task Node – Gives assigned user(s) one or two choices to move the record on to the next node. Add communication template if needed.
            1. Manual Input Node – Give user more than one choice of how to route the record.
            1. Sub-Process Node – An enabled but not activated process that can be used in many workflow calling processes
            1. Wait Node – Pauses the record in workflow until one of five events occurs. Add communication template if needed.
          1. Interaction Node – Can do one of five things:-Open another application to a select Action menu choice.-Open another application and display a newly created record.-Open another application to a particular Tab.-Launch another workflow process.-Provide user with instructions in a pop-up dialog window.
        1. Save record after configuring each node.
        1. Configure Lines:
            1. If an action on the positive connection line is needed, add the action and User instruction. Add communication template if needed.
          1. If an action on the negative connection line is needed, add the action and User instruction. Add communication template if needed.
        1. Save record.
        1. Validate the process.
        1. Enable the process.
        1. Activate the process.
        1. Add support to application if needed from Select Action menu.
        1. Edit workflow Go buttons for toolbar if needed from Select Action menu
        1. Save record.
        1. Test workflow process for every node and action line with defined users in associated application.
        1. Fix any test failures.
        1. Retest workflow process for every node and action line with defined users in associated application.
      1. Deploy workflow process for users.

 

  1. Given that the Maximo has been installed and the basic system data has been setup, create a SLA as per customer’s requirements.
    With emphasis on performing the following tasks:

      1. A SLA is a written agreement between service provider and customer that documents the agreed-upon levels of service.
      1. Start the SLA application.
      1. Fill-in data:
          1. Specify a description for SLA .
          1. Select object it applies to (Example: Incident, Problem or Work order).
          1. Specify Site, Classification, start date and end date, type, service group, service.
          1. Select a calendar.
          1. Specify a commitment.
          1. Add Assets or Locations for particular SLA.
          1. Specify one or more escalation points (Optional).
        1. Specify any additional SLA criteria.
      1. Click the Save button.
    1. Change Status to Active.

 

Section 9-1: Administration

 

    1. Given that IBM Maximo Asset Management V7.5 (Maximo) has been installed, describe the organization and site settings so that Organization and Site options have been explained.
      With emphasis on performing the following tasks:
      Within the Organizations application, you set defaults for various options that are related to applications or groups of applications, such as Work Order Tracking, Inventory, Purchasing, Preventive Maintenance, and Assets. When you set certain application options, you must select a site. The setting for that application then applies at the site level. If you do not select a site, then the application setting applies at the organization level. The exceptions to this are system and set level auto-numbering, and settings specified in the System Settings window.

        1. Organization settings.
            1. Work order options: Configure the options that your organization uses for work orders. For example, configure editing rules and configure prompts for failure and downtime reporting.
            1. Inventory options: Configure the options that your organization uses for inventory. For example, specify options for breakpoints, negative balances, and reorder rules.
            1. Drill down options: Configure the appearance of drill down menus.
            1. Safety plan options: Specify that the system displays the hazards of a work asset in the select hazards dialog box.
            1. Purchase Order options: Configure purchase order options for your organization. For example, specify the options for converting purchase requisitions to purchase orders.
            1. Contract options: Associate terms and conditions with contract types.
            1. Tax options: Configure tax options for organizations, including how multiple taxes are calculated.
            1. Purchase Order labor options: Configure options for the rules of the organization for outside labor costs, including reporting of actuals and requirements for purchase orders.
            1. Labor options: Configure options for labor costs in the organization, including reporting of actuals and requirements for purchase orders.
            1. Workflow options: Configure options for workflow processes in the organization, including reporting automated generation of work orders and purchase orders.
          1. Autonumber setup: Configure auto-numbering for items that are numbered at the organization level, such as assets. For example, starting numbers and prefixes can be configured. This action facilitates moves from one site to another.
      1. Site settings
          1. Work order options: Configure the site settings for work orders, such as numbering for tasks.
          1. Inventory options: Configure the site-level settings for inventory, such as determining how costs are calculated at issue.
          1. Preventive Maintenance (PM) options: Configure how your sites schedule planned maintenance. For example, scheduling by priority or frequency, or specifying how far in advance to generate work orders.
          1. SLA options: Specify how you want to match SLAs to records for example, one or multiple SLAs.
        1. Autonumber setup: Configure auto-numbering for items that are numbered at the site level, such as work orders. For example, you can configure starting numbers and prefixes.

 

    1. Given that Maximo has been installed, configure the required resources so that resources can be used on transactional records.
      With emphasis on performing the following tasks:
      The applications in the Resources module (within the Administration module) is used to create records about the people in the workforce. The people whom are documented can include internal and external workers, and other people whose names or IDs might be listed on other records.

        1. Set up Crafts.The Crafts application can be used to define craft records for a work plan, and to define skill levels, standard rates, and premium pay codes for crafts. The craft code reflects the type of work that employees and contractors perform. Labor records can be associated with crafts and skill levels and multiple skill levels can be specified for each craft.To distinguish between a junior level mechanic and a senior level mechanic, there is no need to create two separate craft records. One mechanic craft record can be created and set up junior and senior skill levels within the mechanic craft. Each skill level within the mechanic craft can have different standard rates.
            1. Access the Craft application from the Administration module and Resources sub-module.
            1. Create a new craft record. -Select new craft button.-Enter a craft ID and a description.-Enter a “Standard Rate”.-Select the save button.
            1. Assign a skill level. -Select the “New Row” button in the Skill Levels table window.-Select a skill from the skill field lookup.-Enter a skill description (if applicable).-Enter a “Skill Level Rank”.-Enter a “Standard Rate”.-Select the save button.-Repeat steps A to F as applicable.
            1. Assign Outside Rates. -Select the “New Row: button in the Outside Rates table window.-Select a skill from the “Skill” field lookup.-Select a vendor from the “Vendor” field lookup.-Select a contract from the “Contract” field lookup (optional).-Enter a standard rate (if applicable).
            1. Assign a premium pay. -Select the “New Row” button.-Select “Premium Pay Code”.-Alter the “Rate” (optional).-Change the “Rate Type” (optional).-Enable the “Inherit Rate from Craft ?” check box (if applicable).
            1. Create a new premium pay code. -Select “Manage Premium Pay Code” from the Action menu.-Select the “New Row” button.-Enter a “Premium Pay Code” and a description.-Enter a “Default Rate”.-Select a “Default Pay Rate”.-Enable “Apply to New Crafts ?” check box (if applicable).-Repeat steps A to F as required.
          1. Save the Craft record.
        1. Set up LaborSimilar to person records, labor records contain personal information, but are designed to store information about the worker, such as craft, skill level, hours worked, certifications, and so forth. On the other hand, person records contain personal information, and general information, such as workflow and purchasing information. In the People application, the personal information is stored in database columns that are shared with the Labor application. Either the Labor application or People application can be used to add or change the data in these fields.Before creating a labor record, a corresponding person record in the People application should be created. A person record is unique within the database. A labor record is unique within an organization. A single person record can be listed on labor records in multiple organizations. However, a person record can only be listed on a single labor record within each organization.
            1. Access the Labor application from the Administration module and Resources sub-module.
            1. Create a new labor record. -Select the “New Labor” button in the “Crafts” table window.-Enter a “Labor” code.-Select the “Yes” button if A person record does not exist for < NAME >. Would you like to create one?” dialogue appears.-Enter a “First Name”.-Enter a “Last Name”.-Enter a primary phone (optional).-Enter a primary email (optional).-Enter a supervisor (optional).-Enter a “Work Site” (optional).-Enter a “Work Location” (optional).Select the save button.
            1. Associate a craft record. -Select the “New Row” button.-Select the “Craft” from the craft field.-Enable “Inherit Rate from Craft ?” check box (if applicable).-Change the “Rate” if step C is not selected (optional).-Repeat above steps .-Enable “Default Craft for Labor ?” (if applicable).-Select the save button.
            1. Associate a qualification. -Select the “New Row” button in the qualification table window.-Select a “Qualification”.Enter a “Certificate” number(if required).-Enter a “Validation Date”.-Enter a “Effective Date”.-Enter a “Evaluation Method”.-Enter the “Validation By”.-Enter the “Issuing Authority”.-Repeat above steps as applicable.-Select the save button.
            1. Update a qualification. -Select the “Qualification” tab.-Highlight the applicable qualification to be update.-Select the “Extend/Renew Qualification” button.-Enter a “Certificate” number(if required).-Enter a “Validation Date”.-Enter a “Effective Date”.-Enter a “Evaluation Method”.-Enter the “Validation By”.-Enter the “Issuing Authority”.-Select the OK button.-Select the save button.
            1. Inactive a qualification. -Select the “Qualification” tab.-Highlight the applicable qualification to be update.-Select the “Change Qualification Status” button.-Select the “Inactive” status in the “New Status” field.-Enter a memo.-Select the OK button.-Select the save button.
          1. Inactive a labor. -Find the labor to be inactived. -Select the “Change Status” button.-Select the “Inactive” status in the “New Status” field.-Enter a memo.-Select the OK button.-Select the save button.
        1. Set up PeopleThe People application can be used to create, modify, view, and delete records for individuals. The People application stores information about individuals, such as users, laborers, asset owners, and supervisors who receive workflow notifications. A person record is a record for an individual whose name could appear as a text field value. Workflow assignments are made to roles. All roles resolve to a person, to a person group, or to an e-mail address. The name of a person is used as the text field value in the Reported By field or in the Affected Person field on a service request, in the Supervisor field on a labor record, or in a Ship To field or Bill To Attention field on a purchasing record. A person record must be created for any individual who is assigned tasks as part of a workflow process. When records are created in the Labor application and in the Users application, a person record must be created. Person records might have to be created for other individuals who do not have records in the Labor application or in the Users application.Person records that are created for use as part of workflow processes contain the values in the following fields:Supervisor: The person who oversees or manages the individual. This information is used for escalations. Primary E-mail: The E-mail address where notifications are sent. Primary Calendar: The work calendar that the individual follows, which is used when determining assignments and escalations. Primary Shift: The shift that the individual works, which is used when determining assignments and escalations. Workflow E-mail Notification: The circumstances when the individual receive e-mail notifications for task assignments.Workflow Delegate: The person designated to receive assignments when the primary individual is unavailable for an extended time. Delegate From and Delegate To: The time period when workflow processes route assignment to the delegate.
            1. Access the People application from the Administration module and Resources sub-module.
            1. Create a new Person record.
            1. Specify a unique person identifier.
            1. Optional: Type a nickname in the Display Name field (if you change the First Name field or Last Name field, these changes overwrite the nickname in the Display Name field).
            1. Specify employee related information.
            1. Specify workplace related information.
            1. Optional: Specify workflow and work order information.
            1. Optional: Specify important dates, and procurement card details.
          1. Click Save Person.
        1. Set up Person GroupsThe Person Groups application can be used to manage the groups of workers within your organization. A person group can be the recipient of a document that is routed by a workflow process. If a document is routed to a person group, everyone in the group receives the document, unless the process is configured to send the document only to the person whose calendar indicates availability. A primary member of a group who is designated as a group default cannot be deleted. Roles can be assigned to person groups by using the Roles application. The Work Order application can be used to assign a person group to a work order or use the Service Requests/Incidents/Problems application to assign a ticket to a person group.
            1. Access the Person Groups application from the Administration module and Resources sub-module.
            1. Create a new person group.
            1. Specify a name for the person group.
            1. Assign one or more person to the group.
            1. Select the group, site and organization default for the person group (first person assigned to the group will be automatically selected as group default).
            1. Specify sequence, used for prioritizing.
            1. Optional: Select alternates
          1. Click the Save button.
      1. Set up qualificationsThe Qualifications application can be used to create qualifications and certification requirements for qualifications. A qualification is often indicated by a license or certificate that signifies proficiency in a particular skill. By using corresponding labor records, individuals can be associated with a qualification. Qualifications associated with a particular labor record can be viewed and the status of qualifications can be renewed and changed.
          1. Access the Qualification application from the Administration module and Resources sub-module.
          1. Create a new qualification record. -Select the “New Qualification” button in the “Qualification” tab.-Enter a “Qualification” code and a description.-Select a “Qualification Type”.-Select the save record.
          1. Determine the “Certificate Information”. -Enable the “Certificate Required ?” (if applicable).-Enter the “Evaluation Method” (optional).-Enter the “Issuing Authority” (optional).-Enter the “Duration” of the certification (optional).-Select the “Duration Period”.Enter the “Required Use Length” (optional).-Select the “Required Use Period”.
          1. Determine the “Required Craft and Skill Levels”. -Select the “New Row” button in the “Required Craft and Skill Levels” table window.-Select the craft (required) and skill level (optional).-Repeat above steps as required.-Select the save button.
        1. Determine the “Tools That Require This Qualification”. -Select the “New Row” button in the “Tools That Require This Qualification”.-Select the “Tool” in the tool field lookup.-Repeat above steps as required.-Select the save button.

 

  1. Given that Maximo has been installed, define the required security groups so that user permissions are set up.
    With emphasis on performing the following tasks:

      1. Access the Security Groups application from the Security module.
      1. In the Security Groups application, click New Group.
      1. Specify a name for the group.
      1. Optional: Provide a group description and a name of the start center that displays when a user in the group logs in. Users also can customize their start centers or choose a default start center when they belong to groups with different start centers.
      1. Optional: If you do not want rights combined, select the Independent of Other Groups check box. By default, rights are merged when groups that include different sites are combined.
      1. Optional: Select Authorize Group Reassignment.
          1. From the Select Action menu, select Authorize Group Reassignment.
          1. In the Authorize Group Reassignment window, click New Row.
          1. To authorize users, click Select Users.
        1. Click OK.
      1. Add Sites to Security Groups.
          1. Click the Sites tab.
        1. Select one of these options: -To authorize the group to have access to all sites, select the Authorize Group for All Sites check box. If you select this option, you cannot add rows. -To authorize the group to have access to individual sites, click New Row and specify the name of the site. After you select a site, the remaining fields are populated.
      1. Authorize application privileges for security groups.
          1. Click the Applications tab.
          1. In the Applications table window, select the application. The options for the selected application are listed in the Options table window.
          1. Select one of the following options: -To grant the privileges to all listed applications, click Grant Listed Applications. -To remove privileges to all listed applications, click Revoke Listed Applications.
          1. Select one of the following privileges:
            1 2
            Option Description
            Read This privilege allows users to access the application and to view records. You must select this option before you can select any others.
            Insert This privilege allows users to create records. If you select this privilege, the save privilege is automatically selected.
            Save This privilege allows users to save changes to records.
            Delete This privilege allows users to delete specific records. Before a record can be deleted, internal checks are executed to prevent deletion of records containing information required by other records. If you select the delete privilege, you must also select the save privilege.
            All Above This privilege grants or revokes read, insert, save, and delete privileges for all listed applications.
          1. The options that you selected are listed in the Options table window. In the Options table window, select one of the following options: -To grant access to specific options, select the relevant check boxes. -To grant access to all options, click Grant Listed Options for This Application.
        1. Optional: In the Options table window, select a conditional expression that conditionally grants the group the privileges for that option.
      1. Authorize access to storerooms for security groups
          1. Click the Storerooms tab.
          1. Optional: Authorize the group to have access to all storerooms. If you select this option, you cannot create individual storerooms.
        1. Optional: To authorize the group to have access to individual storerooms, perform the following steps: -Click New Row. -Specify a site and a storeroom. When you specify a storeroom value before you specify a site value, you choose from all storerooms, including those with the same name that are in different sites. After you select a storeroom, the Site field is automatically populated.
      1. Authorize access to labor information for security groups
          1. Click the Labor tab.
        1. Select one of the following labor authorization options:
          1 2
          Option Description
          Authorize Group for All Labor Select this option for the group to have access to all labor. If you select this option, the other labor-related selections are read-only.
          Authorize Group for Labor in Their Same Crew.Authorize Group for Labor in Their Same Person Group.Authorize Group for Labor They Supervise.Authorize Group for Their Own Labor. Select one or more of these options for the group to have access to a limited set of records.To select these options, ensure the Authorize Group for All Labor check box is clear.
          Organization and Labor Select this option for the group to have access to individual labor records.If you specify a value for labor first, the Select Value window lists labor from all organizations, including those of the same name in different organizations. After you select the value for labor, the Organization field is automatically populated. You can only enter labor records that your user ID allows you to access.

          -For the group to have access to all labor information, select the Authorize Group for All Labor check box. If you select this option, the other labor-related selections are read-only. -For the group to have access to a limited set of records, make sure the Authorize Group for All Labor check box is clear. Select options to authorize labor in the same crew, labor in the same person group, labor they supervise, and their own labor. -For the group to have access to individual labor records, click New Row and specify values for organization and labor.

      1. Authorize security group access to GL components
          1. Click the GL Components tab.
          1. Optional: Authorize the group to access all GL components. If this setting is selected, the settings in the GL Components table window are read-only.
        1. Optional: Authorize the group to access individual GL components.
      1. Specify data restrictions for security groups .
          1. On the Data Restrictions tab, select the type of restriction: -To specify restrictions on objects, click Object Restrictions. -To specify restrictions on attributes, click Attribute Restrictions.
        1. Click New Row. -In the Object field, specify the table or view on which to set the restriction. -Optional: If you are specifying an attributes restriction, specify the attribute that you want to restrict. -Optional: In the Application field, specify the application to which you are applying the restriction. Leave the field blank to apply the restriction to all applications that use the object or attribute.-Specify the type of restriction. -Optional: Specify the following options for restrictions:
          1 2
          Option Description
          Reevaluate Select this option for the restriction condition to be reevaluated when the user tabs to another field. If you do not select this option, the restriction conditions are evaluated after the changes to a field are saved.
          Condition Specify a conditional expression.
      1. Add users to the Security Group.
          1. Click the Users tab.
          1. Click New Row.
        1. Select a user. The associated user information populates the other fields.
    1. Save the group.

 

Section 9-2: Administration

 

    1. Given that Maximo has been installed and report design files have been created, define new reports so that reports are available and can be used in the various Maximo applications.
      With emphasis on performing the following tasks:
      Reports and data sources can be added, browser shortcuts can be created, printing options can be enabled, the number of records included in the report can be limited, and library files can be imported.

        1. Add reports.After creating a report, use the Report Administration application to register the report to the database so the user can access and run it.
            1. Access the Report Administration application from the Administration module
            1. Click the New Report icon.
            1. In the Report File Name field, type the file name of the report, with the file extension, exactly as it was created it in the report designer.
            1. In the Report Type field, select the type of report.
            1. In the Application field, enter the application that end users use to run this report. The application name selected determines the application from which the user can access the report and the attribute names of any report parameters.
            1. Select the Report Folder field. This field defaults to the value you enter in the Application field.
            1. To add a parameter-based report, add a new row and enter parameter information. After parameters have been registered, the end user can use those parameters to have the system filter data. The report generates only the information that the end user needs.
            1. Save the report.
            1. Import the report.
          1. Generate the request page to apply the changes.
        1. Limit the number of report recordsTo prevent users from inadvertently running detailed reports on all database records, the number of records on which a report can be run should be limited. Limit report records only possible for reports without parameters.
            1. Access the Report Administration application from the Administration module.
            1. On the Report tab, Select the Limit Records check box.
            1. In the Max Record Limit field, enter the maximum number of records on which a report can be run. The detail reports sent to you have the limit records feature selected. The default value for these reports is 200 records.
          1. Save the report and generate the request page to apply the changes.
        1. Create browser shortcuts for reports (shortcuts can only be created for reports without parameters, such as the Work Order Details report).
            1. Access the Report Administration application from the Administration module.
            1. Select a report that has no parameters.
            1. In the Toolbar Sequence field, enter a number. The system validates the number that you enter. You cannot use the same number more than once.
            1. Select the Browser View of Report check box.
            1. In the Browser View Location field, enter a value. This field determines the application tabs that have an active Browser View icon.
          1. Save your changes. If you have not previously configured this report to open in your browser, generate the request page.
        1. Create printing shortcuts for reports.
            1. Access the Report Administration application from the Administration module.
            1. Select a report.
            1. In the Toolbar Sequence field, enter a number to indicate the position of the icon on the toolbar
            1. Select the Direct Print check box.
            1. In the Direct Print Location field, specify a value.
            1. Save the report.
          1. If you have not previously configured this report for direct printing, generate the page.
        1. Set report file security.Security for reports should be configured to determine which groups have access to those reports. The MAXADMIN group has access to all reports that are ready to use without modification. Group access must be set up individually to other applications.
            1. Access the Report Administration application from the Administration module.
            1. Select a report.
            1. In the Security tab, add a new row to the Report Level Security section.
            1. Enter a group name in the Group field.
          1. Save the changes.
        1. Set application securityThe MAXADMIN group has access to all reports that are included with the product. For other groups, access must be specified for each application to which a group should have access. For each group the types of reports for which they need to have access can be defined.
            1. Access the Report Administration application from the Administration module.
            1. From the Select Action menu, select Set Application Security.
            1. In the Applications section, select an application, and add a new row.
            1. In the Application Level Security section, add, change, or delete security settings for a group.
          1. Save the changes.
        1. Set all application security.When setting security for a report, security for a selected type of report or all reports can be defined.
            1. Access the Report Administration application from the Administration module.
            1. From the Select Action menu, select Set All Application Security.
            1. Enter a value for the group.
            1. Select the check box corresponding to the type of report that you want to set security. To set security for all BIRT Reports, select the BIRT Reports check box.
          1. Save the changes.
        1. Import ReportsImport a BIRT Report Design file (the report file) to either add a new report or bring an updated version of an existing report into the database. Before design files are imported, any associated library files must be imported.
            1. Access the Report Administration application from the Administration module.
            1. From the Select Action menu, select Import Report.
            1. In the Report Design File field, enter the location of the report file you are importing.
            1. In the Report Resource File field, enter the location of any resource files, which contain items such as images or external files.
          1. Save the changes.
      1. Import Library files.Library files contain components that can be used in report designs to provide consistent behavior and performance. Library files are useful when many reports use the same component multiple times. Import a library file before importing the corresponding reports.
          1. Access the Report Administration application from the Administration module.
          1. From the Select Action menu, select Import Library File.
          1. In the Existing Library File field, enter the file name of the library. Use this field to import an updated version of a library file.
          1. In the Library File field, enter the file location.
          1. In the Report Resource File field, enter the location of any resource files. Resource files contain items such as images or external files.
        1. Save the changes.

 

    1. Given that Maximo has been installed, reports have been created and scheduled, and have been executed, access the Report Viewer application so that you can view and verify the output of scheduled reports.
      With emphasis on performing the following tasks:

        1. Access the report from an email.
            1. Access the URL from the link supplied in the e-mail.
            1. Log in to Maximo.
          1. Select the download content button against your report to view the report content. NB: Filtering maybe required.
      1. Access the report from Maximo.
          1. Open the Report Viewer application from the Administration module.
          1. Filter the list to find the report output you would like to view and/or verify
        1. Select the download content button against your report to view the report content.

 

    1. Given that Maximo has been installed and the basic system data has been set up, set up roles based upon the customer’s requirements so that roles are created.
      With emphasis on performing the following tasks:

        1. Go to Roles application.
        1. On the toolbar, click New Role. If the Role field is empty, type a name for the role.
        1. In the Role Description field, type a description, or click Long Description to type additional information.
        1. Perform one of the following steps:
            1. If you are creating a DATASET type of role, specify a value in the Object field.
          1. Leave the Object field blank if you are creating any other role type.
        1. In the Type field, select a value from the menu. The value in the Type field determines which fields on the role record can be edited, and the values that can be entered in those fields.
        1. In the Value field, type a value that specifies how to resolve the role at run time.
            1. If Type = CUSTOM, type the name and path of a class file that is in the Maximo directory.
            1. If Type = DATASET, click Select Value to select a field from the object specified in the Object field.
            1. If Type = EMAILADDRESS, type one or more e-mail addresses.
            1. If Type = PERSONGROUP, specify a value.
            1. If Type = PERSON, specify a value.
          1. If Type = USERDATA, specify a value.
        1. Perform one or more of the following steps depending on the type of role you are creating:
            1. CUSTOM type role: In the Parameter field, specify a parameter to be used with or passed to the custom class.
            1. DATASET or USERDATA type role: Select the E-mail check box to indicate that the data set consists of e-mail addresses for individuals who might not have person records.
          1. PERSONGROUPID, CUSTOMCLASS, DATASET, or USERDATA type role: Select the Broadcast check box to indicate that assignments and notifications should be sent to all members in a group.
        1. Click Save Role.
      1. Repeat above steps until all required Roles have been created.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create actions based upon the customer’s requirements so that Actions are accessible from Escalations, Workflows ,or all Applications.
      With emphasis on performing the following tasks:

        1. In the Actions application, click New Action.
        1. If no number is assigned to the Action in the Action field, specify a Unique name identifying the action.
        1. Type a description of the action, or click Long Description to specify additional information.
        1. In the Type field, select a value that specifies the type of action to initiate.
            1. If you are creating an APPACTION type of action, click Detail Menu to select from the list of available actions. For this type of action, a value is required in the Object field.
            1. If you are creating a CHANGESTATUS type of action, type a status for the specified object. For this type of action, a value is required in the Object field.
            1. If you are creating a CUSTOM type of action, type the name and path of a class file in the Maximo® directory.
            1. If you are creating an EXECUTABLE type of action, type the name and path of an executable file that exists on the server.
            1. If you are creating a GROUP type of action, the Value field is read-only.
          1. If you are creating a SETVALUE type of action, type the value to which you want the field set. You can click Detail Menu to use the SQL Expression Builder. For this type of action, values are required in the Object and Parameter/Attribute fields.
        1. If you are creating an APPACTION, a CHANGESTATUS, a CUSTOM, or a SETVALUE type of action, specify a value in the Object field. Specifying an Object is optional for GROUP and for EXECUTABLE type actions.
        1. If you are creating a REVERSEINVOICE type of action, specify a value in the Parameter/Attribute field. You can specify a status for the reverse invoice of either APPR (Approved) or PENDREV (Pending Reversal). A number is automatically assigned to the reverse invoice when it is created.
        1. If you are creating a SETVALUE type of action, specify a value in the Parameter/Attribute field. The Parameter/Attribute field contains a relationship tree containing relationships associated with the main object.
        1. Select from the Accessible From look-up one of the following choices:
            1. Escalation
            1. Workflow
          1. All Applications
        1. Optional: If you are creating a CHANGESTATUS type of action, you can use the Memo field to add remarks regarding the status change.
        1. Click Save Action.
      1. Repeat above steps until all required Actions have been created.

 

    1. Given that Maximo has been installed and the basic system data has been set up, create required Communication Templates so that Communication Templates can be used in Maximo Applications, Escalations, and Workflows.
      With emphasis on performing the following tasks:

        1. In the Communication Templates application, click New Communication Template.
        1. Optional: If the Template field is blank, provide a name or identifier.
        1. Type a description.
        1. In the Applies To field, specify a value.
        1. In the Accessible From field, specify from where users can access the template:
          1 2
          Option Description
          ALL For the template to be available: From the Create Communication action in other applications,For use with workflow and escalation processes.
          APPS For the template to be available from the Create Communication action in other applications, with the exception of the Escalations application and the Workflow application.
          ESCALATION For the template to be available only with the escalation function.
          WORKFLOW For the template to be available only with the workflow function.
        1. Optional: Create an entry in the communication log and attach files to the communication template.
        1. Complete the following details for the communication template:
            1. Specify the email address from which the communication template is sent.
            1. Optional: If the recipient must reply to an email address other than the address of the sender, provide an email address in the Reply to field.
            1. In the Subject field and Message field, specify substitution variables.
          1. Optional: Add a recipient on the Recipients tab. If you are creating a communication template for a workflow or escalation process, you must add at least one recipient.
      1. Save your changes.
          1. Add email addresses as communication template recipients.When you create a communication template, you can use email addresses as a recipient. You can add one or more email addresses, and you can add more than one category of recipient such as persons, person groups, or roles.
          1. Add person groups as communication template recipients.When you create a communication template, you can use person groups as a recipient. You can add one or more person groups. You can also add more than one category of recipient such as email addresses, persons, or roles.
          1. Add persons as communication template recipients.When you create a communication template, you can use persons as a recipient. You can add one or more persons. You can also add more than one category of recipient such as person groups, email addresses, or roles.
        1. Add roles as communication template recipients.When you create a communication template, you can use roles as a recipient. You can add one or more roles. You can also add more than one category of recipient such as persons, person groups, or email addresses.

 

  1. Given that Maximo has been and the basic system data has been set up, create escalations based on customer requirements so that escalations are defined and critical processes can now be executed automatically.
    With emphasis on performing the following tasks:

      1. Open the Escalation application from the System Configuration module.
      1. On the toolbar, click New Escalation. If the Escalation field is empty, specify a value.
      1. In the Description field, type a description.
      1. In the Applies To field, specify the object to which to apply the escalation.
      1. Optional: Specify values in the Organization and Site fields. If you specify a value for either organization or site, you restrict the use of the escalation to either that organization or site. If you specify values for both organization and site, the escalation can be used only at that site.
      1. Optional: Popuplate an expression in the Condition field to indicate to which records the escalation applies.
      1. In the Schedule field, click the Set Schedule icon to set how frequently to poll the database for records.
      1. Optional: In the Calendar Organization, Calendar, and Shift fields, specify values to limit when the escalation is run.
      1. In the Escalation Points table window, click New Row.
      1. If you want the actions and notifications of the escalation point triggered more than once against the same condition criteria, then select the Repeat check box.
      1. In the Row Details window, specify the condition that triggers the escalation point by selecting one of the following options:
          1. If you are creating a time-based escalation point, specify an attribute by clicking the look-up key and select an attribute.
        1. If you are creating a condition-based escalation point, populate an SQL statement in the Escalation Point Condition field to specify the condition that triggers the escalation. You can specify a value manually or click the SQL Expression Builder icon.
      1. Add Actions and/or Notifications.
      1. Click Save Escalation.
      1. Repeat the above steps until all required Escalations points have been created.
    1. From the Select Action menu, activate the escalation by clicking the Activate/Deactivate action.

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