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  • 1.  Thoughts... Guidance on Solution for Incidents / Accidents

    Posted Wed November 09, 2022 02:04 PM
    Hello Everyone,

    We want to develop a solution for Incidents / Accidents in our Maximo system (Maximo 7.6.1.2).

    We need to collect information for the incident such as its type, Measures (e.g. Unavoidable, No Fault, Stationary, etc), Driver's Training Category, The types of Damage, Cost Types and the actual Cost on that Incident / Accident.

    We are not sure as to what is the best way to design this... Should we use Work Order Tracking or Quick Reporting Application for this.

    How to easily collect costs and above information.. keeping in mind if we use classification for costs.. how easy would be to calculate and report the cost and also rollout that cost to Location and / or Asset involved...

    Any Thoughts... guidance... experience?

    Thanks

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    mx pro
    ON
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    #Maximo
    #AssetandFacilitiesManagement


  • 2.  RE: Thoughts... Guidance on Solution for Incidents / Accidents

    Posted Thu November 10, 2022 01:38 AM
    Hi,

    I'm assuming you're aware there is an incident / investigation module in the HSE add-on, but you're not wanting to go down this path?  It stores the information in the "Problem" (Ticket) object.  I believe the Incident application is a self-service application and as such doesn't need user licensing (doesn't consume points), but the Investigation application is a licensed product?  These applications have most of the information you're asking for.  We've also configured Action tracking to ensure all Actions are logged and completed for each Incident before they are closed off.

    Regards,

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    Scott Taylor
    Specialist Business Systems
    Port Waratah Coal Services
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  • 3.  RE: Thoughts... Guidance on Solution for Incidents / Accidents

    Posted Thu November 10, 2022 11:17 AM
    As Scott mentioned, check out our HS&E offering before developing your own. As part of it, there is a self-service incident reporting application that anyone in your organization can use without needing licenses. To utilize Work Orders, every user would need a license. 

    Work Orders are intended for things you need to do and don't really make sense in the context of documenting Incidents. Where you need to track work after an incident (to mitigate the risk of Incident 1001 from occurring again in the future we're going to perform X repair, add signage, etc.), you can create follow up WO(s) from the incident. You can also do the reverse (create an Incident from a WO) if you needed to document something occurred while they were performing that work. 

    A drawback to any ticket-based object is that while you can track labor time and costs, these transactions do not roll up to the asset cost today like they would on Work Order. You can use ticket templates that are sort of like a job plan for ticket-based records that would create tasks in WOACTIVITY but you would need to record all labor & materials against the activities for it to roll up. This is something we've talked about potentially adding in the future with the redesigned asset rollup process but it's not currently possible.

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    Steven Shull
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  • 4.  RE: Thoughts... Guidance on Solution for Incidents / Accidents

    Posted Fri November 11, 2022 12:31 PM
    Some thoughts from our experience to add-on to the suggestion from Steven and Scott to look at Maximo HSE.

    Years back pre-HSE release we implemented a workorder based safety incident reporting using a clone of wotrack (wosafe).  Worked ok with some effort to segregate safety from regular wo's.  But as we expected attributes needed to be added over time.  Then someone asked - can we use this clone to track environmental incidents with specific attributes from that domain.  We encouraged and the company recognized the need for a more robust incident management solution, not just incident reporting, and the flexibility to management new types of incidents including operations.

    So we did an evaluation of the HSE add-on.  At first seemed like more functionality than they really needed.  But now, after few years of use - the company is actively using incidents, investigation, action tracking, and management of change - and the relationships to base Maximo (locations, wo's, etc); with future use of defects, improvements, risk assessment. 

    We have found the HSE standard actions to be really useful user-managed application to dynamically define standard response plans for different types of incident/investigations (no more custom attributes, conditional expressions, permissions, etc...)  With some config work, we have made the HSE UI more user friendly such as showing the status of the incident lifecycle and related records.   HSE has satisfied regulatory compliance and internal/external agency audit.  HSE requestor license for non-licensed user reporting of incidents is fine as long as the requestor does not need to track the incident life cycle.  For tracking costs related to incident response or impact (such as direct costs of spill response for rebilling/insurance, indirect costs of production outage) - not as strong yet. 

    The HSE group within IBM has been very helpful, so would definitely recommend reaching out to them on site specific use cases.

    Happy to share more on our HSE experience if you want to reach out anytime.
    Richard

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    Richard Hoath
    Maximo Consultant
    www.informsolutions.ca
    Vancouver, BC
    1.604.790-1845 | richard@informsolutions.ca
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  • 5.  RE: Thoughts... Guidance on Solution for Incidents / Accidents

    Posted Fri December 09, 2022 08:53 AM
    thanks all... Basically we want to use Incidents from Police perspective... So any Incident / Accident happens, then we want to investigate and also catch up costs occured... So with that perspective, still you people recomend the HSE Incident and Investigation applications?

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    mx pro
    ON
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