ibm maximo- Maximo 7.5 Basic Work Planning step by step

 ibm maximo- Maximo 7.5 Basic Work Planning step by step

This presentation will show you how to create a simple work plan. a work plan is created on the plans tab of the work order tracking application. This is where the work is planned out as to what is being done, by whom, what spare parts are required, and what if any special tools are required. A job plan could be attached to a work order if a suitable one exists. (This tutorial ibm maximo)

 

 

 

 

 

 

There are often times where I want off or a plan is required. The planning process is the heart of good maintenance management practices. We will begin this presentation by going to the work order tracking application and creating a new work order and then planning it out. We'll click on the Go to work orders module. And then work order tracking applications. (This tutorial ibm maximo)

 

 

 

 

 

 

We'll click the new work order button to start a new work order. give a brief description that the repair pump will assign an asset to it. We will give this forecolor a work type of corrective maintenance. And then we'll say the work order. The planning for the workload is done on the workload or plans tab, so we'll click the plans tab. (This tutorial ibm maximo)

 

 

 

 

 

 

We will begin his plan by entering our work order tasks in the tasks section. Over to the right we'll click on the new role button to add our first task. I'll click in a short description and my first task description. obtain permission for the work, we can always enter a long description if you need to elaborate with more details. (This tutorial ibm maximo)

 

 

 

 

 

 

If I click the line description button, I may add something to the effect of observing all plant safety precautions. Name, click OK. As always, when you have a long description, the long description button turns to an orange tint showing you there's information behind that. And to enter our second task, we'll scroll down a little bit. (This tutorial ibm maximo)

 

 

 

 

 

 

Click the neural button again. And we get our second task number 20. And for the second task, I'm going to replace the dry belt. And I'll enter a third task by clicking a new row again. For the dirty test, I'm going to replace the gasket. And we'll do one more task, click a new row again. And for test 40, I'm going to enter the Operational Test. (This tutorial ibm maximo)

 

 

 

 

 

 

Now we'll stop it for the task here and to save screen space, I'm going to click the orange detail button to collapse that last task. This is a very simple work plan, I only have four tasks, you may have 100 tasks on here to tally up with the user how you want to set this work plan up. Now the next part is to enter my labor. (This tutorial ibm maximo)

 

 

 

 

 

 

So doing that I'll click on the new row button on the right is always preferable to enter a craft code rather than a name to the plans tab. So we'll click on the craft field, click the arrow and select value. And I'm going to search my filter for a mechanic. And this screen shows all of my available mechanic crap codes. (This tutorial ibm maximo)

 

 

 

 

 

 

Now some of these are outside labor because they have a vendor associated with them. You may sometimes also see a contract reference, which indicates there's a labor contract for that ticker craft. I'm going to select mechanic on top here. This will default to a quantity of one meaning one mechanic, I can always modify that if I needed more than one mechanic for this job. (This tutorial ibm maximo)

 

 

 

 

 

 

And lastly to fill out is my regular hours. And I want to estimate this job will take about four hours. And that's my labor. The next item to go to is my materials. This is where we'll select the spare parts required for this job. The easiest way to do this if your asset spare parts is set up correctly, is click on the Select asset spare parts button. (This tutorial ibm maximo)

 

 

 

 

 

 

And we know we need a drive belt v belt right here, and we also need a gasket. We'll select this gasket. So I select my two required spare parts and click the OK button. That brings them into my material sub tab, we have to do one more step with materials and as to verify the availability of the materials and determine if we want to reserve those in the storeroom or simply buy them directly for this work order via direct issue.

 

 

 

 

 

 

So I will open the Details button and my first part my v belt, I can either do a direct issue, check the direct issue box and have a purchase order created for this work order. Or I can enter a storeroom and reserve that item in a storeroom from my work order. Before I do that I want to see how many of those actually have available in the storeroom.

 

 

 

 

 

 

So to find out the arrow to the right of my item field. I'll click on that and select the option view item availability. It just tells me every storeroom that handles that part and how many they currently have and I can see the right now to settle storeroom I have at least four of those available with one reserved I still have four available and will enter a value in storm feel of central to indicate the storm we're gonna reserve in the part in and now that our second item I guess will check availability as well.

 

 

 

 

 

 

clicking the arrow to the right of the item field view item availability, and we see that we have at least 13 available in the central storeroom. Now go to my storeroom field and enter the central store. Now both of my parts are reserved for this work order in the central storeroom. Lastly, we'll look at his tools.

 

 

 

 

 

 

There may be some times when you require a special tool, and is really referred to special tools and not common tools, the kind of select Tools, it just happens to to replace I guess we will need a torque wrench. So let's select this specific torque wrench. Okay, and we've got our special tool in here.

 

 

 

 

 

 

I'm going to save the record right now and make sure all fields are filled in correctly and the record is saved. This completes our work plan, you would probably have to plan to work around and approve it. So we'll click the approve button and approve the work order. The Work Order is now planned out and approved and ready to take action on how to look at one more thing.

 

 

 

 

 

 

Let's click on a work order tab. And what saves you a lot of time in your planning process is if you had already had a ready made job plan, you could attach it to the work order on the first screen, it will automatically copy all of your tasks, materials and labor to your plans tab. We did not in this example.

 

 

 

 

 

 

But what we can do since we've spent a lot of time creating a network plan, we can click on select actions to create a job plan from the work plan. This allows us to take that one off work that we just made and created into a job plan template to be used again, I will click our number, the job plan number it will automatically copy the workload description to the job then you're creating or we can modify it and click OK.

 

 

 

 

 

 

Now you will have a job plan template identical to your work plan to use next time. This will save you a lot of effort and time during the planning process of your next work order. This concludes this presentation. Thank you. Next tutorial IBM Maximo training

(1) IBM Maximo- IBM Maximo V7 Spare Parts Management: Direct Issue

(2) IBM Maximo- IBM Maximo 7.5 Start Center Overview

(3) IBM Maximo- IBM Maximo V7 Job Planning- Create a Basic Job Plan

(4) Maximo Basics- How to Creating an Asset  core step by step

(5)  Maximo Basics- How to Creating 07 PM Job Plan Sequence