Version: 7.6.4

Anywhere application: Work Technician

Issue: Users have difficulty in finding a correct location or asset when creating a new work order. Need a better way of getting down to the correct record.

We have several clients that have 40,000+ locations and assets that are all organized in a hierarchy. Users got used to find a correct location by using a Drilldown menu. They cannot use a barcode functionality.

We are looking for a similar functionality in the Work Technician application. See proposed solution below.

Assumptions:

• There is only one Primary hierarchy in the system

• There are no barcodes or other identifiers on a site so they cannot easily identify the location they want to raise a WO for

Proposed solution:

This solution is based on a similar behavior to Failure Report.

• There is an additional button next to a location field - DrillDown
• When user clicks a new window opens with a top level location displayed
• This window has buttons:
• Back - to return to previous level (parent)
• Select - Select a selected record/current parent
• Next level - Move to the next level
• User can click on a record  and it will open all children of this location and will make the selected record a parent
• Or user selects a child and then click Next Level button
• On Select button a selected record will be returned to the Location field in Create WO window
• Once user reached the bottom level they cannot go down.

 Please let me know what you think or maybe share your experience on resolving this issue.

Thank you!

Version: 7.6.4

Anywhere application: Work Technician

Issue: Users have difficulty in finding a correct location or asset when creating a new work order. Need a better way of getting down to the correct record.

We have several clients that have 40,000+ locations and assets that are all organized in a hierarchy. Users got used to find a correct location by using a Drilldown menu. They cannot use a barcode functionality.

We are looking for a similar functionality in the Work Technician application. See proposed solution below.

Assumptions:

• There is only one Primary hierarchy in the system

• There are no barcodes or other identifiers on a site so they cannot easily identify the location they want to raise a WO for

Proposed solution:

This solution is based on a similar behavior to Failure Report.

• There is an additional button next to a location field - DrillDown
• When user clicks a new window opens with a top level location displayed
• This window has buttons:
• Back - to return to previous level (parent)
• Select - Select a selected record/current parent
• Next level - Move to the next level
• User can click on a record  and it will open all children of this location and will make the selected record a parent
• Or user selects a child and then click Next Level button
• On Select button a selected record will be returned to the Location field in Create WO window
• Once user reached the bottom level they cannot go down.

 Please let me know what you think or maybe share your experience on resolving this issue.

Thank you!

Version: 7.6.4

Anywhere application: Work Technician

Issue: Users have difficulty in finding a correct location or asset when creating a new work order. Need a better way of getting down to the correct record.

We have several clients that have 40,000+ locations and assets that are all organized in a hierarchy. Users got used to find a correct location by using a Drilldown menu. They cannot use a barcode functionality.

We are looking for a similar functionality in the Work Technician application. See proposed solution below.

Assumptions:

• There is only one Primary hierarchy in the system

• There are no barcodes or other identifiers on a site so they cannot easily identify the location they want to raise a WO for

Proposed solution:

This solution is based on a similar behavior to Failure Report.

• There is an additional button next to a location field - DrillDown
• When user clicks a new window opens with a top level location displayed
• This window has buttons:
• Back - to return to previous level (parent)
• Select - Select a selected record/current parent
• Next level - Move to the next level
• User can click on a record  and it will open all children of this location and will make the selected record a parent
• Or user selects a child and then click Next Level button
• On Select button a selected record will be returned to the Location field in Create WO window
• Once user reached the bottom level they cannot go down.

 Please let me know what you think or maybe share your experience on resolving this issue.

Thank you!

Hi Alexey,

Your solution sounds good but seems to be a lot of work plus the amount of lookup data you would be downloading will be huge.

Have you considered use of spatial capabilities of Maximo?

One of my previous customer used , maximo spatial with esri and it worked really well for their service request process.  Downside is that alone will be a big investment and implementation.

One other solution is to use work centers. Work centers can be customised as per your requirement. Your customisation will fetch data from maximo for a drill down solution. Downside is that it has to be a online solution.

Version: 7.6.4

Anywhere application: Work Technician

Issue: Users have difficulty in finding a correct location or asset when creating a new work order. Need a better way of getting down to the correct record.

We have several clients that have 40,000+ locations and assets that are all organized in a hierarchy. Users got used to find a correct location by using a Drilldown menu. They cannot use a barcode functionality.

We are looking for a similar functionality in the Work Technician application. See proposed solution below.

Assumptions:

• There is only one Primary hierarchy in the system

• There are no barcodes or other identifiers on a site so they cannot easily identify the location they want to raise a WO for

Proposed solution:

This solution is based on a similar behavior to Failure Report.

• There is an additional button next to a location field - DrillDown
• When user clicks a new window opens with a top level location displayed
• This window has buttons:
• Back - to return to previous level (parent)
• Select - Select a selected record/current parent
• Next level - Move to the next level
• User can click on a record  and it will open all children of this location and will make the selected record a parent
• Or user selects a child and then click Next Level button
• On Select button a selected record will be returned to the Location field in Create WO window
• Once user reached the bottom level they cannot go down.

 Please let me know what you think or maybe share your experience on resolving this issue.

Thank you!

Hi Alexey,

Your solution sounds good but seems to be a lot of work plus the amount of lookup data you would be downloading will be huge.

Have you considered use of spatial capabilities of Maximo?

One of my previous customer used , maximo spatial with esri and it worked really well for their service request process.  Downside is that alone will be a big investment and implementation.

One other solution is to use work centers. Work centers can be customised as per your requirement. Your customisation will fetch data from maximo for a drill down solution. Downside is that it has to be a online solution.

Version: 7.6.4

Anywhere application: Work Technician

Issue: Users have difficulty in finding a correct location or asset when creating a new work order. Need a better way of getting down to the correct record.

We have several clients that have 40,000+ locations and assets that are all organized in a hierarchy. Users got used to find a correct location by using a Drilldown menu. They cannot use a barcode functionality.

We are looking for a similar functionality in the Work Technician application. See proposed solution below.

Assumptions:

• There is only one Primary hierarchy in the system

• There are no barcodes or other identifiers on a site so they cannot easily identify the location they want to raise a WO for

Proposed solution:

This solution is based on a similar behavior to Failure Report.

• There is an additional button next to a location field - DrillDown
• When user clicks a new window opens with a top level location displayed
• This window has buttons:
• Back - to return to previous level (parent)
• Select - Select a selected record/current parent
• Next level - Move to the next level
• User can click on a record  and it will open all children of this location and will make the selected record a parent
• Or user selects a child and then click Next Level button
• On Select button a selected record will be returned to the Location field in Create WO window
• Once user reached the bottom level they cannot go down.

 Please let me know what you think or maybe share your experience on resolving this issue.

Thank you!

Version: 7.6.4

Anywhere application: Work Technician

Issue: Users have difficulty in finding a correct location or asset when creating a new work order. Need a better way of getting down to the correct record.

We have several clients that have 40,000+ locations and assets that are all organized in a hierarchy. Users got used to find a correct location by using a Drilldown menu. They cannot use a barcode functionality.

We are looking for a similar functionality in the Work Technician application. See proposed solution below.

Assumptions:

• There is only one Primary hierarchy in the system

• There are no barcodes or other identifiers on a site so they cannot easily identify the location they want to raise a WO for

Proposed solution:

This solution is based on a similar behavior to Failure Report.

• There is an additional button next to a location field - DrillDown
• When user clicks a new window opens with a top level location displayed
• This window has buttons:
• Back - to return to previous level (parent)
• Select - Select a selected record/current parent
• Next level - Move to the next level
• User can click on a record  and it will open all children of this location and will make the selected record a parent
• Or user selects a child and then click Next Level button
• On Select button a selected record will be returned to the Location field in Create WO window
• Once user reached the bottom level they cannot go down.

 Please let me know what you think or maybe share your experience on resolving this issue.

Thank you!