Maximo

 View Only
  • 1.  One Site with Multiple Facilities

    Posted Thu October 13, 2022 10:01 AM

    Hello everyone,

    I have a situation where 2 sites were setup when we went live with Maximo.  We now have the request to merge the 2 sites into one which we can do.  However there were 6 facilities rolled up into those 2 sites.  Now I need a way to have one site with 6 'subsites'.   Each of the 6 would have their own security groups, warehouse, work orders, etc.  Is there a way to do this?

     

     

                                 Our current setup                                What I would like to setup

     

                            

     

     

    Thank You,

    Nancy Wood, Maximo IT Mgr

    Business Technology Services

    PNM Resources – 110 Hillside Drive, Lewisville Tx 75057

    469-484-8593-Office  817-800-4547-Mobile

     

     


    #AssetandFacilitiesManagement
    #Maximo


  • 2.  RE: One Site with Multiple Facilities

    User Group Leader
    Posted Fri October 14, 2022 04:42 AM
    Hi Nancy,

    Maximo does not have the capability to have sub-sites out of the box and given that you say each facility will have their own security groups, storerooms and work orders this level of control is again at a site level. If you create the facilities as locations then you would need to configure similar capabilities that the standard site rules do out of the box but using the location hierarchy. For example using data restrictions etc which would require a lot of detailed design work before implementing this approach.

    My initial thought would be to have each facility as its own site so rather then decrease the number of sites, increase them so you can utilise the out of the box data segregation rules.

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



  • 3.  RE: One Site with Multiple Facilities

    IBM Champion
    Posted Fri October 14, 2022 09:07 AM
    Nancy,

    You should be able to use Data Restrictions in the Security Groups application with conditional expressions to segregate data in a similar way that occurs naturally with Sites in Maximo. It will take some careful planning and some elbow grease, but you can effectively separate work orders, assets, locations, storerooms, etc. all using Data Restrictions.

    Alex


    ------------------------------
    Alex Walter
    A3J Group
    ------------------------------



  • 4.  RE: One Site with Multiple Facilities

    Posted Mon October 17, 2022 09:12 AM
    I have to agree with Steve here. I see some organizations that are resistant to create sites even when they make sense. Facilities with their own security groups, storerooms, work orders, etc. makes me think they're operating in an independent manner. What is the motivation for having them inside the same site? IE what can't they do today that they would be able to do inside a single site? 

    There's so much that the Maximo framework does automatically around sites that you lose when you have to build it yourself. In version 4 of Maximo when there wasn't a site concept a lot of customers implemented their own data restrictions based on location hierarchy for example. But to add that type of restriction to assets, locations, work orders, PMs, etc. is a time intensive activity and potentially error prone because we continuously add new capabilities. Potentially worth noting that qualified data restrictions (hiding records that don't match the criteria you define) only work on the main object.

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



  • 5.  RE: One Site with Multiple Facilities

    Posted Tue October 18, 2022 08:25 AM
    I agree with Steve and Steve (and not just because I am a Steve).  I think maybe we need the rest of the story to be sure, but in looking at the diagram, I might lean towards recommending Utility and Generation as organizations with 1 or more sites under each.  This makes even more sense if items and/or vendors are not shared between them (they can be shared if desired, but this would be another benefit if they are different).  My one concern would be potentially duplicated GL structure, but perhaps that is different as well?

    ------------------------------
    Steve Hauptman
    ------------------------------



  • 6.  RE: One Site with Multiple Facilities

    Posted Tue October 18, 2022 03:12 PM
    Well I am not a Steve but I will pile on with "los Tres Stevarinos!"  Ha!  The use of Sites and Orgs is often under-utilised.  The addition of Org is a great idea especially if the Generation and Utility business have slightly different GL Structure or components.

    ONe thing I might caution on is overuse of security groups.  IN my view, Security Groups shoddy be role based, such that a technician at one site is a technician at any other site.  Unless there are substantially different functions that roles perform from site to site (a supply chain specialist does the same job whether in a utility or pet food manufacturer, right?) You can then couple the site specific groups to access data peculiar to the given site.  This makes a very efficient security group setup.  Also when you process transfers from one site to another the user simply is moved from one site security group to another site security group and not multiples.  Just some thoughts.

    ------------------------------
    Bradley K. Downing , MBA
    Solutions Engineer
    IBM
    Bakersfield CA
    ------------------------------



  • 7.  RE: One Site with Multiple Facilities

    IBM Champion
    Posted Mon October 24, 2022 05:02 AM

    Nancy - Well, I also agree with the three Steve's and a Bradley. A Site is for data separation and an organization is for data sharing. Look at the main objects which are set at the Site level which you can do in Database Configuration and ask yourself the question does it make sense for this data to be separated, one facility from another. If the answer is generally yes, then each facility should be in its own site.

    Making the decision about Org and Site structures can be easy and sometimes very difficult. It can require a lot of background knowledge of the business and a bit of forward thinking. The terms you used "security groups, warehouse, work orders, etc" point strongly to one facility = one site, but you used the term etc, which just might point in another direction, but my guess is it will not.

    Remember a user has one Default Insert Site (in their profile). They would not thank you if data were being entered centrally and retrospectively and they need to keep on changing their profile.



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