As far as I can tell, Maximo Asset Management doesn't include OOB functionality that would help planners coordinate WOs.

For example, functionality that would warn WO planners if any of the following conditions are true:

1. The WO's estimated cost is greater than the asset’s replacement cost.
2. The asset's condition is poor and should be considered for replacement instead of a WO.
3. There is an open WO for the asset (possible duplicate or conflict).
4. A WO was performed recently on the asset (consider if an additional service disruption due to a WO is justifiable at this time).
5. There is a replacement WO planned for the asset within a certain timeframe (consider cancelling or adjusting the WO and waiting for the asset replacement).
6. There are site conditions stored in the asset or location that need to be considered (not related to health/safety; just technical information that is relevant).
7. Adjacent assets have WOs that are planned in a similar timeframe (consider coordinating/grouping the WOs).

Questions:

Am I correct in saying that this functionality doesn’t exist in OOB MAM 7.6.1.2?

Does anyone have any insight as to why?

Thank you.

​
#Maximo
#AssetandFacilitiesManagement

       8. If the WO is for replacing the asset, consider if the asset's failure code information indicates that:

• • Replacing-in-kind is not suitable, and a different kind of asset is needed.
  • Or the asset failed due to site conditions, and the site conditions need to be adjusted when the asset is replaced.

#Maximo
#AssetandFacilitiesManagement

Hi User 1971 - would be good to see a real name in here rather than just a number :-)

You make quite a few good points here but i believe these would mostly be subject to how each customer wanted Maximo to manage their work process. Not all customers would have the same requirements as you list here.

Most of these should be possible to configure using the Maximo configuration tools e.g.

Work Order Estimated Cost > Replacement Cost: You would need to decide at what point in the creation of a work order would you expect this validation to be fired  - Assuming the work order has been created and and the required planned data being entered then on Approval check the costs - and in the event that this returns TRUE - what would you want the action to be - stop Approval with a message to the user for example but you may still need an approval flow to accept this and go ahead anyway. In this case a workflow process would probably be the answer to escalate the approval to a more senior person to approve the work order.

For the last one re: adjacent assets then how do you determine adjacent - are you using service address data based on the location of the work order? you would need to use an automation script to apply some javascript to check for any work orders within a specific radius and timeframe and again if found then determine what action should be taken.

As you can see there are many ways a customer may want to implement some of your suggestions.

If you feel strongly about some of these being available as standard in Maximo then you should consider adding a Request for Enhancement and see if other users agree and vote for your suggestions.

------------------------------
Steve Lee
Maximo Technical Sales Specialist
IBM
Leeds
------------------------------

Id like to reply to several of your bullet points, and hope to  have  one or more SME's reply to points 1, 2, & 7;

3) There is an open WO for the asset (possible duplicate or conflict).
     > Maximo has a setting in organizations under Work Order Options>>Other Organization Options>>Display Duplicate Problem Warning section. With this enabled AND IF you create a work order on an asset/location with a failure class & problem code and if there already exists a work order with same combination (asset/location, failure class & problem code), maximo gives you a warning stating that problem has already been reported. You can skip the creation or go ahead with the creation.
     > For this issue ,  as well as #4, and  #5; While on the current WO,  VIEW WORK DETAILS from the Location or Asset will provide the information you are looking for, with the possible need to show COMP STATUS DATE in the dialogue if you don;t want to drill into the records to determine date relative to 4's "recently"

4) A WO was performed recently on the asset (consider if an additional service disruption due to a WO is justifiable at this time).
     > A service disruption decision should always stand alone: What is the criticality of the asset, how severe is the issue and anticipated degradation rate(time to failure) vs. next planned maintenance window.

5) There is a replacement WO planned for the asset within a certain timeframe (consider cancelling or adjusting the WO and waiting for the asset replacement).
     > See reply to 4 above


Would you please explain # 6 a bit more as well? ​​​

------------------------------
Mark Bengis
IBM Maximo
Product Designer & Architect for
Power Generation and Nuclear
IBM Cloud and Cognitive Software


------------------------------

Original Message:
Sent: Wed October 07, 2020 02:17 AM
From: Steve Lee
Subject: Planning and coordinating WOs

Hi User 1971 - would be good to see a real name in here rather than just a number :-)

You make quite a few good points here but i believe these would mostly be subject to how each customer wanted Maximo to manage their work process. Not all customers would have the same requirements as you list here.

Most of these should be possible to configure using the Maximo configuration tools e.g.

Work Order Estimated Cost > Replacement Cost: You would need to decide at what point in the creation of a work order would you expect this validation to be fired  - Assuming the work order has been created and and the required planned data being entered then on Approval check the costs - and in the event that this returns TRUE - what would you want the action to be - stop Approval with a message to the user for example but you may still need an approval flow to accept this and go ahead anyway. In this case a workflow process would probably be the answer to escalate the approval to a more senior person to approve the work order.

For the last one re: adjacent assets then how do you determine adjacent - are you using service address data based on the location of the work order? you would need to use an automation script to apply some javascript to check for any work orders within a specific radius and timeframe and again if found then determine what action should be taken.

As you can see there are many ways a customer may want to implement some of your suggestions.

If you feel strongly about some of these being available as standard in Maximo then you should consider adding a Request for Enhancement and see if other users agree and vote for your suggestions.

------------------------------
Steve Lee
Maximo Technical Sales Specialist
IBM
Leeds
------------------------------

Thanks Mark. That really helps.

Regarding #6: "There are site conditions stored in the asset or location that need to be considered (not related to health/safety; just technical information that is relevant)."

For example, a WO for a street tree asset:

If the work order is to replace the tree, then there might be information in the asset like:

• The area gets a lot of salt. Consider planting a tree that is salt tolerant.

For any type of tree work order, there might be information in the asset like:

• Low-risk underground infrastructure (like weeping tiles). Avoid damaging the pipe with equipment and avoid planting a new tree on top of the pipe.
• Avoid damaging nearby landscaping with equipment (previous issues).

​
Original Message:
Sent: Thu October 08, 2020 10:49 AM
From: Mark Bengis
Subject: Planning and coordinating WOs

Id like to reply to several of your bullet points, and hope to  have  one or more SME's reply to points 1, 2, & 7;

3) There is an open WO for the asset (possible duplicate or conflict).
     > Maximo has a setting in organizations under Work Order Options>>Other Organization Options>>Display Duplicate Problem Warning section. With this enabled AND IF you create a work order on an asset/location with a failure class & problem code and if there already exists a work order with same combination (asset/location, failure class & problem code), maximo gives you a warning stating that problem has already been reported. You can skip the creation or go ahead with the creation.
     > For this issue ,  as well as #4, and  #5; While on the current WO,  VIEW WORK DETAILS from the Location or Asset will provide the information you are looking for, with the possible need to show COMP STATUS DATE in the dialogue if you don;t want to drill into the records to determine date relative to 4's "recently"

4) A WO was performed recently on the asset (consider if an additional service disruption due to a WO is justifiable at this time).
     > A service disruption decision should always stand alone: What is the criticality of the asset, how severe is the issue and anticipated degradation rate(time to failure) vs. next planned maintenance window.

5) There is a replacement WO planned for the asset within a certain timeframe (consider cancelling or adjusting the WO and waiting for the asset replacement).
     > See reply to 4 above


Would you please explain # 6 a bit more as well? ​​​

------------------------------
Mark Bengis
IBM Maximo
Product Designer & Architect for
Power Generation and Nuclear
IBM Cloud and Cognitive Software


------------------------------


Original Message:
Sent: Wed October 07, 2020 02:17 AM
From: Steve Lee
Subject: Planning and coordinating WOs

Hi User 1971 - would be good to see a real name in here rather than just a number :-)

You make quite a few good points here but i believe these would mostly be subject to how each customer wanted Maximo to manage their work process. Not all customers would have the same requirements as you list here.

Most of these should be possible to configure using the Maximo configuration tools e.g.

Work Order Estimated Cost > Replacement Cost: You would need to decide at what point in the creation of a work order would you expect this validation to be fired  - Assuming the work order has been created and and the required planned data being entered then on Approval check the costs - and in the event that this returns TRUE - what would you want the action to be - stop Approval with a message to the user for example but you may still need an approval flow to accept this and go ahead anyway. In this case a workflow process would probably be the answer to escalate the approval to a more senior person to approve the work order.

For the last one re: adjacent assets then how do you determine adjacent - are you using service address data based on the location of the work order? you would need to use an automation script to apply some javascript to check for any work orders within a specific radius and timeframe and again if found then determine what action should be taken.

As you can see there are many ways a customer may want to implement some of your suggestions.

If you feel strongly about some of these being available as standard in Maximo then you should consider adding a Request for Enhancement and see if other users agree and vote for your suggestions.

------------------------------
Steve Lee
Maximo Technical Sales Specialist
IBM
Leeds

Hey 1971 - thanks for another great post.  All of these are available either explicitly (item 1, 2: Maximo Asset Health) or by set up.   I can set you up with a meeting with a Maximo consultant if you want to do a deep dive.  PM me here or email me at smithad@us.ibm.com thanks!

------------------------------
David Smith
Maximo / Tririga Specialist
IBM
-
------------------------------

I agree that you could configure much of this information in core Maximo.  

Have you ever seen some of the functionality in Maximo for Transportation?  It covers most of your scenarios too.

1) You can set up a repair limit on an Asset.  Repair Limit is expressed as a percentage  of the asset's current value.  There is an option in Organizations that you can enable to receive a warning on the work order if your planned costs exceed the repair limit. 



https://www.ibm.com/support/knowledgecenter/en/SSLL9Z_7.6.2/com.ibm.trn.doc/plustorg/c_wo_option_trn.html

2) David Smith mentioned Health and that is a great solution determining the Health score of an asset so you can make a repair versus replace decision.   Maximo for Transportation has a less sophisticated option too - there is an Asset Condition field which is status controlled - good, poor, fair, etc.   I have also seen folks use the Formula engine in Maximo to calculate a health score for the asset based on data from within Maximo such meter readings, work order history, etc.

https://www.ibm.com/products/ibm-maximo-asset-performance-management/asset-health

3) Transportation has a feature called Maintenance Alerts.  Upon creating a new work order you receive a popup that shows you open work orders and upcoming PMs for an asset.

https://www.ibm.com/support/knowledgecenter/en/SSLL9Z_7.6.2/com.ibm.trn.doc/common/c_maint_alert.html

4) Transportation has a feature called Recent repairs.

https://www.ibm.com/support/knowledgecenter/en/SSLL9Z_7.6.2/com.ibm.trn.doc/common/c_recent_repair.html

5) Maintenance alerts in Transportation would handle this.

6) Could you use the safety tab in Assets or Locations for this?  I have also seen folks add a log tab to Assets and Locations to add notes.

https://a3jgroup.com/add-work-log-functionality-to-other-maximo-objects/

7) Could you use the Map tab for this?  Write the work order, open the map tab and see work orders nearby, draw a polygon to select them, update results widget, update the list tab and then schedule them together or group them under the same parent?  You could use Spatial Optimization in Graphical Assignment too - this would minimize drive time and assign many of the work orders to the same technicians.




------------------------------
Lacey Lurges
------------------------------