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  • 1.  How to process/convert an SR to a WO in Anywhere?

    Posted Sat August 29, 2020 02:43 PM
    Edited by System Admin Tue August 22, 2023 04:42 PM
    On my phone, using Anywhere 7.6.4:

    I want to do the following with an existing SR:
    1. Look at the SR
    2. Drive to the site
    3. Investigate the issue
    4. Fill in SR fields such as classification and asset/location (via a map and GPS)
    5. Then click a button to create a WO from the SR

    How can I do this using Maximo Anywhere?

    This seems like a pretty reasonable use case, yet as far as I know, Anywhere is not designed to handle this scenario.

    Thanks.


    #Maximo
    #AssetandFacilitiesManagement
    #MaximoAnywhere


  • 2.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Mon August 31, 2020 08:37 AM
    The SR app is essentially designed to mimic the self-service application inside of Maximo. There is nothing out of the box for updating existing SRs even, just for reporting new SRs and looking at existing SRs. Changing the apps to support modifying standard fields isn't too difficult, though classifications are probably the most complicated thing inside of Anywhere so that would be difficult to add.

    Even with the large platform update that is about to occur where they blend the Work Center & Anywhere applications on a new technology platform, I don't think it would help SRs much as Work Centers have also started with the self-service flow. I think this is something you'll have to develop yourself or try to request IBM to enhance. We had some conversations early on with IBM when SR was unveiled because we had customers with Maximo Mobile who we were trying to move on Anywhere and Maximo Mobile had support for SRs and their technicians were using both types of records. Unfortunately it wasn't their intent to replace that functionality at the time, so we ended up building it ourselves.

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    Steven Shull
    Director of Development
    Projetech Inc
    Cincinnati OH
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  • 3.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Mon August 31, 2020 09:40 AM
    Edited by System Admin Tue August 22, 2023 04:41 PM

    Thanks! That helps.

    I can't help but think that I'm still missing something here.

    If the functionality I described doesn't exist in Anywhere, then how do organizations normally process SRs? I would think that SRs in most organizations would require someone going to look at the problem that was reported (not just sitting at their desk/PC and assuming that a WO is needed). Do people really walk or drive to the SR in question, write down the info on a piece of paper, walk/drive back to the office, and enter the information into the SR in Maximo Desktop (and create a WO)?

    I'm guessing I must have misunderstood something. I wouldn't think my use case is unique, and yet, I can't imagine people doing what I described above for every SR that comes in.

    Any insight would be appreciated!

    Cheers.




  • 4.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Mon August 31, 2020 10:00 AM

    There's a large portion of our customer base that doesn't use SR at all. The ones that do use it in pretty varied ways, from acting as a service desk (tracking internal support requests) to supporting distinct business processes that are mostly managed remotely. For example, in the case of a Wind farm alert from a SCADA system, there's quite a bit that can be done remotely to address the issue so they track what they did in a SR. These positions operate in a NOC like setup, so they're using desktop Maximo. If a technician is required to address the issue, the SR is turned into a WO and the technician only works with the WO.

    If you use SR for a standard help desk, it makes sense as you could receive many requests for the same issue but only want your technician to have a single WO. So in that case it's advantageous to separate.

    For the customers that use SRs more like your organization seems to do, the separation tends to be pretty minor differences. One uses SRs for SLA based work and utilizes WO for work that doesn't have a defined SLA.



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    Steven Shull
    Director of Development
    Projetech Inc
    Cincinnati OH
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  • 5.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Tue September 01, 2020 10:37 AM
    Hi!  When we developed the SR app it was in response to the then perceived market need.  I was the lead on that effort in 2014/15 and we understood the market need to be creation of SRs and not processing.  The market was telling us at that time that SRs in an industrial context (as opposed to IT which was the progenitor of the SR in Maximo back in 2003), did not get processed int he field.  The request was one that was looked at in the office and then a simple determination to create a workorder would be made.  

    This allowed for multiple SR inputs to a single work order (if need be) and then a single workorder could be investigated.  Also since the tech (in the few use case scenarios we were working with) needed to asses any material requirements, the client was allowing for the WPEdit material settings to be modified when in status APPR.  This soliton provided the ability to create a material plan in the field on the work order AND accrue labor time.  You cannot do that on an SR since there is no Material object associated with the SR artifact.

    As we move forward with new product development, it appears that additional functionalities will be looked at and this may very well be one of them.

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    Bradley K. Downing , MBA
    IBM Certified Adv. Deployment Prof. Maximo v7.6.1
    IBM
    Bakersfield CA
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  • 6.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Wed September 02, 2020 09:03 AM
    Edited by System Admin Tue August 22, 2023 04:43 PM
    Thanks very much for the context.

    I think it would be very smart for IBM to take SR fieldwork seriously (including map functionality).

    My organization is just a small municipality (200,000 people) and yet we have 500+ SRs per day that staff need to investigate/process. We have an entire Service Request department (20–30 staff) who's sole purpose is to handle SRs (from the public and from internal staff).

    A large City would have 10 times as many SRs to process.

    I would think IBM would want to consider building an Anywhere app (with a map) to handle SRs for outdoor/local government industries. Otherwise, frankly, limitations like this will continue to earn Maximo the reputation of being well suited to factories and maintenance facilities, but not suitable for outdoor/municipal work.

    It's just an earnest thought. Hopefully, that context could help with any business case discussions that might come up.


    The outdoor work order industry is huge! And IBM's competition, CityWorks, is very strong in this area.





  • 7.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Wed September 02, 2020 09:31 AM
    Your use case makes perfect sense to me and in fact I just submitted a service request in the city I live in.  There is a dead tree in a public area where I frequently walk.  I used a map to submit a service request.  The city will send an inspector out to look at the tree and will determine if a work order is needed to hire a forrestor to prune or remove the tree.   Have you checked out the Supervisor Work Center?  The map is also available there.   

    I passed your feedback along to the Offering team.  Please feel free to reach out to me at lacey.lurges@us.ibm.com.  I can show you the Supervisor Work Center and also connect you with the right folks to continue to provide feedback and give you a roadmap update on what we are working on.

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    Lacey Lurges
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  • 8.  RE: How to process/convert an SR to a WO in Anywhere?

    Posted Tue September 01, 2020 10:28 AM
    I recommend using the Supervisor Work Center to review and process Service Requests.  Select the icon, Review Service Requests, that looks like a megaphone on the far left.  You can review, edit and process Service Requests (including Creating Work Orders) here.  



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    Lacey Lurges
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