Maximo

 View Only
  • 1.  Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    Posted Tue December 06, 2022 04:53 PM
    In work order either we can select owner or owner group at a time , I want to keep both in work order is it possible to build this functionality?

    ------------------------------
    Ramesh Chand
    ------------------------------

    #Maximo
    #AssetandFacilitiesManagement


  • 2.  RE: Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    IBM Champion
    Posted Wed December 07, 2022 03:29 AM
    Hi Ramesh

    The Owner and Owner Group are mutually exclusive across Maximo, if you enter a value on one of the fields it will blank the other one. But there is a hidden field called ASSIGNEDOWNERGROUP which is set to the Person Group of the Person you select when you use the Select Value in the OWNER field.

    If that still does not work for you try using Work Group in addition to Owner and Owner Group.

    There is more to the Ownership functionality than just the fields Owner and Owner Group. You can find out how availability is checked and how Open Work column is derived in the dialog. Take Ownership and Select Owner
    Maximo Secrets remove preview
    Take Ownership and Select Owner
    One of the first actions of the responder to a service request is to use the action Take Ownership. This makes the logged-in user the Owner of the service request and it changes the status from NEW to QUEUED to indicate to the person who reported the issue that the service request is being considered....
    View this on Maximo Secrets >


    ------------------------------
    Andrew Jeffery
    Maximo SME
    ZNAPZ b.v
    Barnstaple
    0777 1847873
    ------------------------------



  • 3.  RE: Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    Posted Wed December 07, 2022 03:49 AM
    Thanks Andrew,
                            Here I want when I select ownergroup owner should not get removed and vice-versa.


    ------------------------------
    Ramesh Chand
    ------------------------------



  • 4.  RE: Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    IBM Champion
    Posted Wed December 07, 2022 04:07 AM
    Give us a clue to the business need behind why you need to retain the owner group when you select the owner.

    It does sound as if you need to use Work Group instead of Owner Group or in addition to Owner Group. The Work Group would not change unless you manually changed it. Note the Work Group pulls in the Lead from the Group Default.

    Knowing which of the responsibility fields to use can be a bit tricky, and impossible to advise on unless you know the business context behind what you are trying to do. It is all about the Why you need to do something, and not the What you need to do.

    You might find this Maximo Secrets article of interest - https://maximosecrets.com/2017/01/28/responsibilities-on-job-plans-pms-and-work-orders/

    ------------------------------
    Andrew Jeffery
    Maximo SME
    ZNAPZ b.v
    Barnstaple
    0777 1847873
    ------------------------------



  • 5.  RE: Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    Posted Wed December 07, 2022 04:19 AM
    For example user created a work order and taken the ownership of workorder.Now user got to now that work is bit complex and job plan need to be changed. Due to  crossover domain ownergroup new of jobpan is getting updated in work order  and owner filed is getting blank.Here I want ownergroup should get updated but the Owner should not get removed. 
    Thanks

    ------------------------------
    Ramesh Chand
    ------------------------------



  • 6.  RE: Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    IBM Champion
    Posted Wed December 07, 2022 04:52 AM
    Hi Ramesh - What is the business purpose behind the use of the Owner Group field on the Job Plan? What does the Owner Group actually represent? A team that are responsible for the assets, a team that is responsible for performing the work, the team responsible for defining the job plan...?

    What is the business purpose behind the Owner field on the Work Order?

    I'm presuming the Job Plan's Owner Group is the team that are responsible for the work where the job plan is assigned (it's the most common reason for using the field). So, if the Owner Group has changed because the Job Plan has changed, for example we thought it was a mechanical fault and we found out that it was an electrical fault, then why wouldn't you want the Owner field to be blanked, and what happens when the electrical team assign someone to own this work order, wouldn't you want them to be entered in the Owner field?  There is an ownership history that keeps track of this.

    So perhaps the question should be why does the original owner feel they need to retain a view of this work order? What responsibility do they perform? Are they the asset owners for example? Do they have a job to perform after the electrical team have completed their work? I can see a scenario where instead of changing the job plan on the original work order you create a child work order and assign the job plan for the electrical team to that. But then I might be picking the wrong scenario.

    These sort of questions are so difficult to answer and advise on unless you know the details. But you got your answer to your original question. Owner and Owner Group are mutually exclusive and as the owner can belong to multiple Person Groups the Assigned Owner Group tells you which hat they are wearing.

    ------------------------------
    Andrew Jeffery
    Maximo SME
    ZNAPZ b.v
    Barnstaple
    0777 1847873
    ------------------------------



  • 7.  RE: Can we select owner and owner group simultaneously in work order ?How we can built this Functionality ?

    Posted Wed December 07, 2022 08:45 AM
    Andrew's answer is spot on. We had something for ticket-based objects in Control Desk where you could enable a system property (pmcom.ticket.simultaneous.ownerandownergroup) and the owner & owner group would both be allowed to be set without overwriting the other. Think of it in context of a support case. It makes sense in this context because the owner group is a "queue" and when that support agent is unavailable the work needs to be reassigned to someone else. Control desk had some automation even to drive ownership based on criteria (such as the person with the least amount of work). 

    Your specific use case of changing a job plan in the middle of the work isn't something I've heard before. These have always been new WOs in my experience. I was initially assigned to do X but X has changed to Y. I may have done part of X (at which point, I need documentation to reflect that) or I may have done none of X so I cancel that WO out and start with Y. If your process is to remove the work plan and apply a new job plan, what happens when they can't remove the work plan? 

    You probably can tie an automation script on the JPNUM field on WO to see if the JPNUM field is being set after a WO has been saved (to avoid messing with it during the initial creation process) and then see if there was an owner before and set it back. That would cause the owner to persist which seems like it's your biggest concern.

    If this is important to you, please open an idea for it (https://ibm-ai-apps.ideas.ibm.com/ideas/). It is possible other customers are in a similar situation and would benefit from it. 


    ------------------------------
    Steven Shull
    ------------------------------