62 mx mobile3 work manager user guide

Release 3

User’s Guide

IBM Maximo Mobile Work Manager

First Edition (November 2006)This edition applies to Release 3 of IBM Maximo Mobile Work Manager and to all subsequent releases and modifications until otherwise indicated in new editions.

Third-Party Technology: Certain Maximo products contain technology provided under license from third parties, as noted in the following table:

Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source" ownership of which is attributed as follows: Portions © 2002, Steve Souza ([email protected]). Portions © 2000-2004, Jason Hunter & Brett McLaughlin. Portions © 2004-2005, The Apache Software Foundation (http://www.apache.org/).

© Copyright International Business Machines Corporation 2006. All rights reserved.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

IBM Product Third-Party Information

All Products Portions © 1996-2003 Visual Mining, Inc. Visual Mining™ NetCharts Server provided by Visual Mining, Inc. © 1998-2005 Centennial Software Limited.

IBM Maximo Portions © 1995-2004 Actuate Corporation. Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by BEA Systems, Inc.

Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4. © 2004 Intrinsyc Software International, Inc.

Maximo Discovery MSDE Copyright © Microsoft® Corporation.IBM Maximo Enterprise Asset Navigator Portions © 1993-2002 Snowbound™ Software Corporation.

RasterMaster™ Raster imaging technology provided by Snowbound Software Corporation.

Portions © 1991 Pegasus Imaging Corp.IBM Maximo Mobile Portions © 2005 DataMirror, Inc.

Portions © 2000-2005 Zaval Creative Engineering Group.IBM Maximo Mobile SE Portions © 1996-2005 Syclo, LLC.

NoteBefore using this information and the product it supports, read the information in “Notices” on page Notices-1.

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter 1: Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Overview of Mobile Work Manager Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Overview of Maximo Mobile Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Work List and Additional Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Chapter 2: Getting Started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Signing In to Mobile Work Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Mobile Work Manager Start Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Start Center Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Using Table Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3

Table Window buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Signing Out of Mobile Work Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Chapter 3: Downloading/Uploading Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Maximo Mobile Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Communication between the Device and Maximo Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Processing Synchronous and Asynchronous Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Transaction Queues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Refreshing Data on the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Losing connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Chapter 4: Using Mobile Work Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Validation and Error Handling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Barcode Scanning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Create Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2Create Service Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-3Create Follow Up Work Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4View Work Order List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-4View/Modify Work Order Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-5Work Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Enter /Modify Work Plan Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6View Work Plan Labor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7View Work Plan Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7View Work Plan Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7View Work Plan Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-7

Enter/View Actual Labor Hours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8Select Labor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Select Planned Labor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9

Enter/View Actual Materials Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-9Select Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-10Select Reserved Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11Select Asset Spare Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11

Enter/View Actual Tools Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12Select Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-12

© Copyright IBM Corp. 2006 iii

Select Planned Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13Change Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13Report Downtime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14Change Asset Up/Down Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14Move/Modify Asset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-15Start/Stop Timer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16View Routes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-16View Asset Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17View Location Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-17Enter/View Meter Readings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-18Enter Observations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19Enter/View Failure Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19Create/View Work Log Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-20View Safety Hazards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21Create/View Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-21Enter Material Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23Download Work Orders for Assets/Locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-24Download Records via Connected lookups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25View All Planned Materials and Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-25Attach Files to Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-26Downloading Attached Files to the Device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1

iv IBM Maximo Mobile Work Manager: User’s Guide

About This Guide

This section explains how this guide can help you to use IBM® Maximo®. It also provides information about other IBM Corporation resources available to you, such as additional documentation and support.

Audience

This guide is for users of the IBM Maximo Mobile Work Manager application running on mobile devices.

Related Documentation

For more information about the IBM Maximo Mobile applications, refer to the following documentation:.

Support

IBM Maximo users with a valid Annual Customer Support Plan (ACSP) can obtain product support online at IBM Software Support Online: support.mro.com.

IBM Software Support Online includes information about product releases, software patches, and documentation updates. To find the most current version of a document, refer to the Knowledge Base on this site.

Document Description

IBM Maximo Mobile Inventory Manager User’s Guide

Describes the Mobile Inventory Manager application.

IBM Maximo Mobile Applications Installation Guide

Provides instructions for installing Maximo Mobile applications, including information on editing files and packaging files for downloading on mobile devices.

IBM Maximo Mobile Applications Configuration Guide

Provides information on how you can configure a mobile application, including adding/removing fields, changing labels, and cloning.

© Copyright IBM Corp. 2006 v

http://support.mro.com

Support

vi IBM Maximo Mobile Work Manager: User’s Guide

Overview of Mobile Work Manager Application

The Mobile Work Manager application gives remote maintenance workers the capability to efficiently perform their daily work management tasks from a mobile device.

While on the go, you can create, view, and modify work orders for assets and locations from a mobile device.

In a connected environment, you have real time access to data. Your request for data can be immediately sent to the Maximo Server and the required data is returned to the device. Similarly, once you have completed your tasks, the data can be immediately uploaded to the Maximo Server. You can also complete all your work management related tasks offline and upon availability of connection, all your transactions are pushed to the Maximo Server.

The Mobile Work Manager application is the client application that runs on a mobile device. When a request is made by the client application, the mobile device communicates with the Maximo Server which in turn processes the requests. For more details on communication between the client and the server, refer to Chapter 3, section "Communication between the device and server."

The Mobile Work Manager is one of the Maximo Mobile applications.

Overview of Maximo Mobile Applications

The Maximo Mobile applications are products geared towards the needs of the remote workers of maintenance organizations.

Following are the Maximo Mobile applications:

Mobile Work ManagerMobile Inventory ManagerSecurity Groups (Mobile)Mobile Error Management

The Mobile Work Manager and the Mobile Inventory Manager are mobile applications designed to run on PDA devices.

Introduction 1

© Copyright IBM Corp. 2006 1-1

Overview of Maximo Mobile Applications

Security Groups (Mobile) and Mobile Error Management are the two desktop applications, that support and administer the mobile applications running on your PDA device.

You use the Security Groups (Mobile) application to manage the Maximo desktop applications and the mobile applications designed to run on mobile devices. In order to use the mobile applications, you need to specify certain settings in the Security Groups (Mobile) application to enable you to download data onto your mobile device. You use the Mobile Data tab in the Security Groups (Mobile) application to specify the amount and the type of data that gets downloaded onto a user's mobile device for a given application.

You use the Mobile Error Management application to view the failed transactions between the mobile devices and the Maximo Server. A transaction between the mobile device and the Maximo Server may fail due to either an application error or a system error. You can view the details of the failed transaction records and rectify the error by making changes in the required application.

Work List and Additional Data

Maximo mobile applications running on mobile devices store two types of data: Work List data and Additional data.

Work List data is all the data that you require to perform tasks that have been planned for you. If un-planned, un-related or additional work comes along, you require Additional data to complete your task.

Work List data is the data you frequently modify and is editable. Work List data are tasks that you need to routinely perform. An example of Work List data can be all work orders that require one to change the light bulbs in the first floor of the East building.

Additional data is data that you may use as a reference, while working on the Work List data. Additional data is not used as frequently and is read-only. An example of Additional data can be asset numbers or any lookup data.

To download Work List data and Additional data on a mobile device, queries need to be setup in the Security Groups (Mobile) application. Queries control the amount and type of data that gets downloaded onto a user's device. Queries are executed on the Maximo Server and records corresponding to these queries are downloaded onto a device. Once your administrator setups and determine which groups get access to which data, you can choose to download all the data or a part of this data. For more information on Setting up Queries, refer to the Security Group online help.

Work List data can be automatically refreshed on the mobile device, every time a connection is made to the Maximo Server. Additional data gets refreshed the first time you sign in to a Maximo mobile application. You can refresh Additional data any time along with Work List data via the Manage Data option under Menu (in the command bar) of a mobile device.

1-2 IBM Maximo Mobile Work Manager: User’s Guide

This chapter helps you get started with using the Mobile Work Manager application on your device.

Signing In to Mobile Work Manager

1 Tap the Start button on your device and tap Work Management. The MXES Mobile Suite login screen is displayed.

2 Enter a user name and password in the user name and password fields, respectively. Your user name and password are case sensitive.

3 Tap Go.

Mobile Work Manager Start Center

After you sign in to Mobile Work Manager, the Work Manager Start Center is displayed.

The Work Manager Start Center displays application specific data such as links to work order records on your device, common actions, provision to download work order records from the server to the device, the status of transactions, and the Menu options in the command bar.

Start Center Components

The Start Center for the Work Management application consists of the following components:

Work Orders - Displays the count of the total number of work orders on the device and enables you to access the Maximo Work List screen.

Refreshed - Lets you refresh your work list by downloading work orders from the Maximo Server to your device. It also displays the date and time the last refresh was performed.

Common actions - Displays links to some common actions that you use most frequently. Create New Work Orders and Create New Service Requests are the two actions displayed as links. Tapping on any of these two links launches the screen for the corresponding action.

Getting Started 2



Status of transactions - Displays the status of the transactions in the following two options:

Pending Upload - Displays the count of transactions that are stored in the transaction queue in the mobile device. Tap the lightning bolt icon to attempt a connection with the Maximo Server to upload the transaction in the queue. If no transactions are stored in the queue, this option will not be displayed.

Modified Work Orders - Displays the count of transactions that you have modified but not yet sent. Tap to display a message box asking you if you want to send all work order records that you have modified. Tap OK to adhere to the suggestion.

Menu - The Menu option is on the left side of the command bar and displays the following options:

Worklist Refresh - Tap to refresh the Work List data on your device.

Full Refresh - Tap to refresh both Work List and Additional data on your device .

Preferences - The Preferences screen has the following options. After changing to any of these options, tap Save to save your changes and return to the start center.

a Refresh Work List(s) on Sign In - select this check box to automatically refresh the work list as soon as you sign in to the Mobile Work Manager application on your device.

b Auto-refresh Work Lists(s) - select this check box to set the device to automatically refresh the work list on the device and upload the records to the server. Auto refresh takes place only when you are at the start center or on the work list screen.

c Attempt Refresh Every (min) - Specify the duration of minutes after which the device should attempt to connect to the Maximo Server to refresh the work list on the device and to upload the records to the Maximo Server.

d Auto Send all Changes on Refresh? - select this check box, if upon connection, you want all records that have been modified to be automatically uploaded to the Maximo Server. This eliminates the additional step of individually tapping Send for every record you made modifications to. This option is very useful if you connect to the Maximo Server just once a day.

e Default Insert Site - Tap Select Value to select a site for which you most often insert Maximo records.

f Password notification in Days - specify the days, prior to the password expiration date, when you want to be notified.

Manage Data - The Manage Data screen enables you to view the queries for work list as well as those for additional data. It also lets



you refresh additional data along with work list data on your device.

NOTE In the Security Groups (Mobile) application, if the Manage Data on Device option is not selected for a particular group in the Mobile sub tab within the Applications tab, the Manage Data option will not be displayed on the device to the users belonging to that group. In such a case, you will be able to refresh all data only by tapping Menu on the Start Center and then tapping Full Refresh.

Change Password- enables you to change the password for signing into all of Maximo - whether it’s Mobile Maximo or core Maximo.

Reset Application - removes all data from the device for the current user of the device.

About - displays general information, such as the version number, copyright information, about the Mobile Work Manager application.

Exit - enables you to exit from the application.

Using Table Windows

The Mobile Work Manager application uses table windows to display multiple records from the database simultaneously.

The Mobile Work Manager application table windows generally contain more rows and columns than a single screen can display. For this reason, the table windows include the following features:

Navigation buttons that allow you to navigate the table windows.

Table Filter that allows you to locate specific data by reducing the number of records displayed.

Expandable row details that allow you to view and edit all fields on a record.

Vertical and horizontal scroll bars.

Column Selector - ability to choose which columns in a table you want to hide or display.

Sorting Columns - tap the column header to sort column information in ascending alphanumerical order (A-Z or 1- 100) or descending alphanumerical order (Z-A or 100-1). You can also view the default sort order again.

Width adjustments- tap the column dividers to increase or decrease the width of a column.

Getting Started 2-3


Table Window buttons

The following table window buttons commonly appear on the Mobile Work Manager application table windows. The buttons that appear on each table window will vary.

Button Button Name and Function

Filter - Tap this button to display the Filter screen. Enter values in one or more fields and tap Find. Maximo displays records based on the search criteria you entered. Tap Clear to enter a different criteria.

Column Selector - Tap this button to display the Column Selector screen. Check or un-check the columns you want or do not want displayed in a specific table window.

Connected Lookup - Tap to view all the records for a particular value that reside on the Maximo Server.

Previous Page - Tap to show the previous page of records. Disabled (gray) if you are at the first page of records or if all records are displayed on the screen.

Next Page - Tap to show the next page of records. Disabled (gray) if you are at the last page of records or if all records are displayed on the screen

Start Center - Tap to return to the Mobile Work Manager start center.

Previous Record - Tap to display the previous record in the table window. Disabled (gray) if you are have the first record displayed.

Next Record - Tap to display the next record in the table window. Disabled (gray) if you are have the last record displayed.



Signing Out of Mobile Work Manager

You can sign out of Mobile Work Manager in either of the following two ways:

1 Tap the X icon at the top of a screen. A message appears asking for your confirmation.

2 Tap OK to confirm. You will be signed out of the Mobile Work Manager application.

OR

1 Tap the start center icon on a screen. If the start center icon is not available on a screen, navigate to a screen with a start center icon and then tap the icon.

2 On the Mobile Work Manager start center, tap Menu and then tap Exit. A message appears asking for your confirmation.

3 Tap OK to confirm. You will be signed out of the Mobile Work Manager application.

Getting Started 2-5

This chapter gives an overview of the Maximo Mobile applications architecture along with a description of the communication between the mobile device and Maximo Server to download information onto the device and upload information onto the server.

Maximo Mobile Applications

The Maximo Mobile applications are based on a client server architecture, consisting of the Mobile application, Mobile Web Service, and the Mobile Application Service.

The Mobile application is the client application (the Mobile Work Manager application) and resides on a mobile device. The Mobile Web Service and the Mobile Application Service reside on the Maximo Server.

Communication between the Device and Maximo Server

The Mobile Work Manager application communicates with Maximo Server via the HTTP(s) protocol. When the Maximo Server receives a request from the device, it verifies if the request is a valid one and authenticates the user sending the request. After the verification and authentication is successful, a check is made to determine whether the request needs to be processed synchronously or asynchronously.

NOTE For more details on synchronous and asynchronous request, refer to the section entitled Processing Synchronous and Asynchronous Requests.

If the request is to be processed synchronously, the request is immediately sent. Using Maximo Business Objects, the transaction is processed. If the request is to be processed asynchronously, the request is stored in a transaction queue on the device and is eventually processed upon connection.

Processing Synchronous and Asynchronous Requests

Requests sent by the device are received by the Maximo Server for processing. Once the requests have been verified and the aunthentication is successful, the Maximo Server determines whether the request needs to be processed synchronously or asynchronously.

Downloading/Uploading Information 3


Refreshing Data on the Device

A synchronous request is one which needs to be processed immediately by the Maximo Server. In other words, a request that needs to get data from the Maximo Server is always sent as a synchronous request and needs connectivity with the server. Some examples of synchronous requests are refresh data, real-time lookup.

An asynchronous request is one which does not need immediate attention and hence is put in a transaction queue on the device and sent to the server upon connection. In other words, a request that changes data on the Maximo Server is always sent as a asynchronous request. An example of an asynchronous request is sending changes to the server for processing (as an example, changing the status of a work order).

Synchronous requests are executed immediately as soon as the request is received. While processing synchronous requests, the Mobile Work Manager application has to wait until the request is completely processed.

Asynchronous requests are put in a transaction queue as soon as the request is received. For asynchronous requests the Mobile Work Manager application does not have to wait for the request to be completely processed; it just has to wait for the acknowledgement that the transaction was sent.

Before processing an asynchronous request, a check is made to see if the request is a duplicate, i.e., already received before.

Transaction Queues

A transaction queue stores the transactions or requests which need to be processed asynchronously.

Since mobile applications are designed to run in a disconnected mode too, transactions performed by the user need to be stored in a queue. These transactions are sent to the Maximo Server upon connection.

Transaction queues reside on the device as well as on the Maximo Server. The transaction queue on the device stores transactions when connectivity is not available. Upon connection, the transactions are sent to the transaction queue on the Maximo Server which processes the transactions asynchronously.

Transaction IDs are automatically generated for each transaction. The transaction IDs are always generated in a sequential order. Upon connection, transactions are sent to the Maximo Server in an ascending order of the transaction ID and the Maximo Server executes the transactions based on this order.


To keep the data on your mobile device up- to date, you need to refresh the data on your mobile every now and then. Only data that has changed since the last time you refreshed data, gets pulled from the server. In other words, data is refreshed on an incremental basis; only data that has changed since it was last downloaded is actually refreshed.



Maximo mobile applications store two types of data - Work List and Additional data. Work List data is the data you modify and Additional data is the data that you use a reference while working on the Work list data.

NOTE For more details on Work list and Additional data, refer to section titled Work List and Additional data in Chapter 1.

To refresh the data on your device, either tap the refresh link against Refreshed in the Start Center or click Refresh All Data (in the Manage Data option under Menu). A request is sent from the mobile device to the Maximo Server.

As soon as the request is received by the Maximo Server, the Maximo Server checks if this is the first time that this request is coming from the user of a specific app from a specific mobile device.

Maximo Server determines the records that needs to be sent to the device by looking for records that are new, modified, or deleted. Such records are sent to the device in chunks of 50.

While refreshing data on the device, if a particular record has been modified both on the Maximo Server and on the device, the changes made to the record on the device stay and the record does not get updated on the device. If a particular record has been modified on the Maximo Server but no modifications have been made to that record on the device, the record gets updated on the device. Similarly, records on the mobile device that are not modified and no longer meet the download criteria are deleted from the device.

Losing connectivity

The Maximo Server sends records to the mobile device in chunks of 50.

If connectivity to the Maximo Server is lost while a transaction is being processed for downloading data onto the device, only the 50 records that are currently in the process of downloading to the device will not be downloaded or saved to the device. These 50 records and the remaining records will be downloaded to the device in the next refresh. As an example, the mobile device sends a request for getting all open work orders. Let’s suppose, all open work orders amount to 200 records. If connection fails while these records are being sent from the Maximo Server to the mobile device, and the device is downloading the 155th record, then only the last 50 records, i.e., 150-200, from the total 200 records, will not get downloaded onto the device and you will be left with the first 150 open work orders on the device.

The next time, you try to download data on the device with a new request, the Maximo Server will first send you the records that it could not send the last time and will then send the records for the new request.

Downloading/Uploading Information 3-3

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The Mobile Work Manager application enables technicians to access the required information to complete their work on a mobile device.

Technicians can view the work orders assigned to them. As they go about their tasks, they can enter meter readings, observations, failures, actual labor, materials, and tool usage, and downtime. Technicians can also create new work orders, follow up work orders, service requests, and change the status of work orders from their mobile devices.

Validation and Error Handling

Validation has been provided for fields in the Mobile Work Manager application. If you enter data in a field that does not exist on the device and you move focus to the next field, a message box appears informing you that the value you entered cannot be validated. You can select any of the three options mentioned below:

Accept Value - tap this to continue using the value you entered. If the value does not get validated on core Maximo, it will generate an error.

Cancel and Clear - tap this to clear the value you entered. You are brought back to the field to enter a different value.

Lookup - tap this to take you to the Select Value screen for that field to select a different value.

A mechanism to handle errors in the Mobile Work Manager application has been devised that enables you to view and rectify records with errors.

A red error alert appears on the Start Center when a record with an error is detected while records are being uploaded to the Maximo Server. The error alert link displays the individual count of work order, service request, communication records (associated with a work order), or material requests that could not be uploaded onto the Maximo Server due to errors.

Tap the Error Alert link for work orders, service requests, or communications. Depending on the link you tapped, a screen appears displaying the particular error records in the color red.

To view the error, tap the Detail Menu against the error record and then tap View Error. You can also perform many other actions by tapping the Detail Menu, such as removing the record, sending back the record with the error.

Using Mobile Work Manager 4


Barcode Scanning

To view the record details, tap on the error record.

Work order error records can also be viewed along with all other work order records residing on the device. Go to the Start Center and tap the Work Orders link. A screen appears displaying all the work orders on the device.

Tap the icon at the top of the screen to display only the records with errors.

Service Requests, Communication, and Material Request error records can also be viewed from the Work List screen. Go to the Start Center and tap the

Work Orders link. Tap the first of the two sub tabs at the bottom of the screen to display the service request error records. Tap the second and the

third sub tabs to display the communication and material request error records. If no service request, communication, or material request errors exist,

their respective sub tabs will not be displayed.

Barcode Scanning

All editable fields can be scanned if your mobile device supports barcode scanning. In an editable field, besides, entering a value or selecting a value, you can simply scan the field. For example, if you are on an editable field like asset, you can scan the asset number with a barcode scanner. Select the asset field by tapping on the field and then scan in the asset number. The asset number gets populated in the Asset field and the focus moves to the next field on the screen.

Create Work Orders

You can create a work order directly from your mobile device. The status of a new work order by default is WAPPR (Waiting for Approval).

You can also create a follow up work order from within an existing work order. For more details on follow up work orders, refer to Create Follow-Up Work Orders.

To create a work order 1 On the Mobile Work Manager Start Center, tap on the Create WO link. You can also create a work order from any screen where the Actions tab is present in the command bar. Tap Actions and then tap on Create WO.

A new work order is created on the device and a work order number is assigned to the newly created work order.

NOTE A temporary work order number is generated on the device every time you create a new work order. Once this work order is uploaded to the Maximo Server, a new autoseed number is assigned to this work order. This is the official work order number. When you refresh your work list on your device and have this work order downloaded onto your device, you will be able to see the official work order number.

2 You may enter a description in the Description field.


Create Service Requests

3 You can write a work order for either an asset or a location or for both.

If the work order is for an asset, tap the Detail Menu on the Asset field to select an identifier for an asset. Maximo automatically copies the asset’s location in the Location field.

If the work order is for a location, tap the Detail Menu on the Location field to select an identifier for the location. If an asset exists in that location, Maximo automatically copies the asset in the Asset field.

4 Tap the Detail Menu on the Work Type field and select a category to assign to the work order.

5 Enter values in other fields as needed. You can tap on the Dates and Other tabs to enter additional information related to the work order.

6 When you are done, do either of the two:

Tap the Start Center icon to save the work order and return to the Start Center. The newly created work order is displayed in the Work List screen containing all the existing work orders.

Tap Actions and then tap Send to save the work order and send it to the queue on the mobile device to be uploaded to the Maximo Server upon connection. If the work order transaction fails, an error is displayed on the Start Center. For more details on errors, refer to the section titled "Validation and Error Handling."

Create Service Requests

You can create a service request to suggest further work required on a work order that you are responsible for or to suggest a repair that is not related to your work order. In the first case, you are creating a service request from within an existing work order assigned to you. In the later case, you are creating a service request from scratch.

To create a service request 1 You can access the Service Request screen from either of the two paths:

If the service request has no relation to an existing work order and needs to be created from scratch, tap Create SR from the Start Center. The Service Request screen appears with all the fields blank.

If the service request is related to an existing work order, display the work order for which you want to create a service request. Tap Actions and then tap Create Follow Up SR. The Service Request screen appears.

2 Depending on whether the service request is for an asset or location, tap the Detail Menu to select an asset or location.

3 You may enter a brief summary and a detailed description of the service request in the Summary and Details fields respectively.

Using Mobile Work Manager 4-3

Create Follow Up Work Order

4 You may enter the priority of the service request in the Reported Priority field.

5 Tap Send when you are done. This saves the record and sends it to the queue on the mobile device to be uploaded to the Maximo Server upon connection. If the service request transaction fails, an error is displayed on the Start Center. For more details on errors, refer to the section titled "Validation and Error Handling."

Create Follow Up Work Order

You can create a follow up work order from within existing work orders if you feel the need for additional work on that work order. Follow up records can only be created for records downloaded onto your device with official work order numbers or ticket numbers.

To create follow up work orders

1 Display the work order for which you want to create a follow up work order.

2 Tap Actions and then tap Create Follow-Up WO. A follow up record is created and displayed in the View (Work Order) screen. The values in the Orig. Record and Orig. Record Type fields will be copied from the original work order to the follow up work order.

3 Enter values in fields as needed.




View Work Order List

You can view the list of work orders on the mobile device.

You can refer to the work order list to view the details of a work order. You can also change the status of a work order or remove it without having to open the work order.

The tasks associated with the parent work order will not be displayed in this list. The tasks can be viewed from the View Tasks screen in the Plans view or in the drilldown hierarchy in the Drilldown screen.

To view the work order list: 1 On the Mobile Work Manager Start Center, tap the Work Orders link. A screen appears displaying all the work orders.


View/Modify Work Order Details

2 You may tap the Detail Menu on any work order and select an option to view its details, to change its status of the work order, to remove the work order from the list, to enter meter readings and other observations and to perform many other actions.

3 You can also view a drilldown hierarchy of the work orders by tapping the drilldown icon at the bottom of the screen. The Drilldown screen appears displaying the drilldown. You can use this drilldown to navigate through work order hierarchies and to view tasks. You can tap on a work order and select an option to change the status, enter meter readings, observations, send the work order, and to perform many other such actions. Similarly, you can tap on a task and select an option to view the task details or the work order details.

View/Modify Work Order Details

You can view and modify the details of a work order in the View Work Order screen. The View Work Order screen also gives you access to perform other actions like entering new tasks to a work order, viewing planned labor, materials, services, and tools. You can also report actuals, enter meter readings and all other actions related to a work order.

To view/modify work order details

1 On the Mobile Work Manager Start Center, tap the Work Orders link. A screen appears displaying all work orders.

2 Tap the work order whose details you would like to view or modify. The View (Work Order) screen appears.

3 Make the required changes to the fields.





Work Plan

Work Plan

A work plan describes the tasks, labor, materials, tools, and services you need to complete a work order.

Enter /Modify Work Plan Tasks

You can enter, view, and modify the detailed tasks of a work order. You can enter or modify tasks until the work order is closed but you can not delete tasks from approved work orders.

To enter a task for a work order:

1 Display the work order record for which you want to enter tasks.

2 Tap View (Work Order) in the command bar. Tap Plans. The Tasks tab is displayed by default. The screen displays all the tasks entered till date for the work order.

3 Tap New Row.

4 The value in the Task field defaults to the value on the core Maximo task auto seed setting. You may however enter a different value.

5 You can enter a description for the task in the Description field.

6 Enter a scheduled start date and time for the task in the Scheduled Start field.

7 Enter the estimated time duration for the task in the Duration field.

8 Enter values in additional fields as needed.

9 Tap OK when you are done.

To modify tasks for a work order:

1 Display the work order for which you want to modify tasks.

2 Tap View (Work Order) in the command bar. Tap Plans. The Tasks tab is displayed by default listing all the tasks that have been entered to date.

3 You can change the status of a task by tapping the Detail Menu against the task whose status you want to change. The Change Status screen appears. In the New Status field, select a new status and tap OK.

4 To modify other details of a task, tap the task you want to modify. The details of the task are displayed.

NOTE You can change the status of a task from this screen also. Tap Actions and then tap Change Task Status.

5 Make the necessary changes to the fields.



Work Plan

View Work Plan Labor

You can view the planned labor for a particular work order and all its tasks. You can also view the craft and skill level associated with the planned labor.

To view work plan labor 1 Display the work order for which you want to view planned labor.

2 Tap View (Work Order) in the command bar. Tap Plans. Tap the Labor tab. A screen appears displaying the planned labor for each task.

3 Tap a row to view its details.

4 Tap the x icon when you are done.

View Work Plan Materials

You can view the planned materials for a particular work order and all its tasks. You can also view the item and the quantity for the planned materials.

To view work plan materials

1 Display the work order for which you want to view planned materials.

2 Tap View (Work Order) in the command bar. Tap Plans. Tap the Materials tab. The screen displays all the planned materials for each tasks.



View Work Plan Services

You can view the planned services for a particular work order and all its tasks. You can also view the service and description for each task.

To view work plan services 1 Display the work order for which you want to view planned services.

2 Tap View (Work Order) in the command bar. Tap Plans. Tap the Services tab. The screen displays all the planned services for each task.



View Work Plan Tools

You can view the planned tools for a particular work order and all its tasks. You can also view the planned tool and description for each task.

To view work plan tools 1 Display the work order for which you want to view planned tools.

2 Tap View (Work Order) in the command bar. Tap Plans. Tap the Tools tab. The screen displays all the planned tools for each tasks.


Enter/View Actual Labor Hours



Enter/View Actual Labor Hours

You can enter work hours as you go about completing your tasks, thereby tracking the time spent on each specific task. You can also view the existing labor transactions for a work order and can delete a labor actual record.

You can also select labor and select planned labor.

To enter actual labor hours 1 Display the work order for which you want to enter or view work hours.

2 Tap View (Work Order) and then tap Actuals. The View (Actuals) screen appears with the labor tab displayed by default. You can view all the existing labor transactions entered for a particular work order and all its tasks. Tap a row to view its details.

3 Tap New Row. The Labor Actual screen appears.

4 In the Task field, select the task identifier for which you want to report actual work hours. You can also leave this field blank if you are reporting time against the work order itself.

5 The Labor field defaults to your labor code. You can enter a different labor code if you want to. The craft and skill level associated with the labor code are automatically displayed in the Craft and Skill Level fields.

6 You may enter the start and the end date for the completion of the task in the Start and End fields respectively.

7 You may enter the number of regular hours that you took to complete this task in the Regular Hours filed.

8 You may enter additional information such as the premium pay code and premium pay hours by tapping the Other sub tab.


To delete labor actual record

You can delete a labour actual record you created but have not sent it to the Maximo Server.

1 In the View (Actuals) screen, in the Labor sub tab, tap the actual record you would like to delete.

2 Tap Actions and then tap Delete Actual. The record gets deleted from your device.


Enter/View Actual Materials Usage

Select Labor

You use the Select Labor action to select multiple labor records and report hours for these multiple labor records at one go.

To select labor 1 Display the work order for which you want to enter work hours.

2 Tap View (Work Order) and then tap Actuals. The View (Actuals) screen appears with the labor tab displayed by default.

3 Tap Actions and then tap Select Labor. A screen appears with a table window displaying labor and craft columns.

4 To select a labor, tap the check box against a row. You can select more than one labor.

5 Tap OK. The selected labors appear in the table window displaying labor actuals in the View (Actuals) screen.

Select Planned Labor

You can use the Select Planned Labor action to select and copy labor information from the work plan to report actuals. You can select multiple labor codes at once when you report actuals using the Select Planned Labor action. You can edit the data when you copy it from the work plan to the table window displaying labor actuals in the View (Actuals) screen.

To select planned labor 1 Display the work order for which you want to select planned labor.

2 Tap Actions and then tap Select Planned Labor. A screen appears with a table window displaying task and planned labor columns.

3 To select a labor, tap the check box against a row. You can select more than one labor.

4 Tap OK. The selected planned labors appear in the table window displaying labor actuals in the View (Actuals) screen.


You can enter and view the materials you actually used while working on a work order. You can also view the existing materials entered for a work order and can delete a materials actual record.

You can also select materials, select reserved items, and select asset spare parts.

To enter actual materials used

1 Display the work order for which you want to enter the actual materials used.




3 Tap the Materials tab. You can view all the existing materials entered for a particular work order and its tasks. Tap a row to view its details.

4 Tap New Row.

5 In the Task field, select the task identifier for which you want to report actual materials used. You can also leave this field blank if you are reporting time against the work order itself.

6 Select the material you used on the work order from the Item field.

7 Enter the type of transaction in the Transaction Type field.

8 Enter the quantity of the material used in the Quantity field.

9 Enter values in other fields as required.


To delete materials actual record

You can delete a materials actual record you created but have not sent it to the Maximo Server.

1 In the View (Actuals) screen, tap the Materials sub tab.

2 Tap the actual record you would like to delete.


Select Materials

You can use the Select Materials action to select multiple materials and report hours for these multiple material records at one go.

To select materials 1 Display the work order for which you want to enter the actual materials used.


3 Tap the Materials tab.

4 Tap Actions and then tap Select Materials.

5 To select a item, tap the check box against a row. You can select more than one item.

6 Tap OK. The selected items appear in the table window in the View (Actuals) screen.



Select Reserved Items

You can use the Select Reserved Items action to select and copy material information from the work plan to report actuals. You can select multiple material codes at once when you report actuals using the Select Reserved Items action. You can edit the data when you copy it from the work plan to the table window displaying material actuals in the View (Actuals) screen.

To select reserved items 1 Display the work order for which you want to enter the actual material usage.


3 Tap the Materials tab. You can view all the existing materials entered for a particular work order and its tasks.

4 To select an item, tap the check box against a row. You can select more than one item.

5 Tap OK. The selected reserved items appear in the table window displaying material actuals in the View (Actuals) screen.

Select Asset Spare Parts

You can use the Select Asset Spare Parts action to select items from a list of a work order’s spare parts. When you issue an item to a work order and it is not currently a spare part of the asset on that work order, Maximo may automatically add it to the spare parts list of the asset.

To select asset spare parts 1 Display the work order for which you want to enter actual material usage.


3 Tap the Materials tab. You can view all the existing materials entered for a particular work order and its tasks.

4 Tap Actions and then tap Select Asset Spare Parts.

5 To select an item, tap the check box against a row. You can select more than one item.

6 Tap OK. The selected items appear in the table window displaying material actuals in the View (Actuals) screen.


Enter/View Actual Tools Usage

Enter/View Actual Tools Usage

You can enter and view the tools that were used while working on a work order and the amount of time the tools were used for. You can also view the existing tools entered for a work order and can delete a tools actual record.

You can also select tools and planned tools.

To enter usage of tools 1 Display the work order for which you want to enter the actual tools used.


3 Tap the Tools tab. You can view all the existing tools entered for a particular work order and its tasks. Tap a row to view its details.

4 Tap New Row.

5 In the Task field, select a task identifier for which you want to report the actual tools that were used. You can also leave this field blank if you are reporting time against the work order itself.

6 In the Tools field, enter the tool used for the task.

7 In the Quantity field, enter the total quantity of the tool that was used for the task.

8 In the Hours field, enter the amount of time you used the tool for.


To delete tools actual record

You can delete a tools actual record you created but have not sent it to the Maximo Server.

1 In the View (Actuals) screen, tap the Tools sub tab.

2 Tap the actual record you would like to delete.


Select Tools

You use the Select Labor Tools action to select multiple tools and report hours for these multiple tools at one go.

To select tools 1 Display the work order for which you want to enter the actual tools used.


3 Tap the Tools tab. You can view all the existing tools entered for a particular work order and its tasks. Tap a row to view its details.


Change Status

4 Tap Actions and then tap Select Tools. A screen appears with a table window displaying task, tool, description, and quantity columns.

5 To select a tool, tap the check box against a row. You can select more than one tool.

6 Tap OK. The selected tools appears in the table window displaying the tools actuals in the View (Actuals) screen.

Select Planned Tools

You can use the Select Planned Tools action to select and copy tools information from the work plan to report actuals. You can select multiple tools at one go when you report actuals using the Select Planned Tools action. You can edit the data when you copy it from the work plan to the table window displaying tool actuals in the View (Actuals) screen.

To select planned tools 1 Display the work order for which you want to select planned tools.

2 Tap Actions and then tap Select Planned Tools. A screen appears with a table window displaying task and tools, description, and quantity columns.

3 To select a tool, tap the check box against a row. You can select more than one tool.

4 Tap OK. The selected planned tools appear in the table window displaying tool actuals in the View (Actuals) screen.

Change Status

Every work order in Maximo has a status value that indicates its position in the work order processing cycle. A work order’s status indicates where the work order is in its life cycle.

You can change the current status of a work order or the individual tasks of a work order.

To change the status of a work order

1 Display the work order whose status you want to change.

2 Tap Actions and then tap Change WO Status. The Change Status screen appears.

3 In the New Status field, select a new status from the drop-down list.

4 You may modify the date in the Status Date field and enter a note about the change in the Memo field.


To change the status of an individual task

1 Display the work order whose individual task status you want to change.


Report Downtime

2 Tap View (Work Order) and then tap Plans. The View Plans screen appears with the Task subtab displayed, by default.

3 Tap the status icon for the task whose status you want to change. The Change Status screen appears. You can also access this screen by viewing the details of the task and then tap Actions and tap Change Task Status.

4 In the New Status field, select a value from the drop-down list.

5 You may modify the date in the Status Date field and enter a note about the change in the Memo field.

6 Tap OK to return to the task details screen. Tap OK in the task details screen.

Report Downtime

You can report downtime information for assets on a work order. Information such as the time the asset went down or the time the asset was back in use can be entered.

To report downtime 1 Display the record with the asset for which you want to report downtime.

2 In the Asset field, tap the Detail Menu and select Report Downtime. The Report Downtime screen appears.

3 In the Start Date field, enter the date the downtime began.

4 In the End Date field, enter the date the downtime ended or will end.

5 In the Hours field, Maximo calculates the total downtime hours based on the start and end dates you entered.

6 To enter a reason to describe the downtime, in the Downtime Code field, tap Select Value to select a code.


Change Asset Up/Down Status

You can change the status of the asset from being down to up or up to down.

To change asset up/down status

1 Display the record with the asset whose status you want to change.

2 In the Asset field, tap the Detail Menu and select Change Asset Up/Down Status. The Change Asset Up/Down Status screen appears.

3 You can edit the date in the Status Date field.

4 To enter a reason to describe the status change, in the Downtime Code field, tap Select Value to select a code.


Move/Modify Asset


Move/Modify Asset

You can move assets on a work order to a new location, parent or bin and can modify the asset’s or the location’s attributes.

To Move Assets: 1 Display the work order with the asset you want to move.

2 Tap the Detail Menu on the Asset field. Tap Move Asset. A screen appears. The current parent, location, and bin values are displayed in the Parent, Location, and Bin fields respectively.

3 The To Parent, To Location, and To Bin fields default to the planned modified values defined in core Maximo or to the current values. Depending on whether you want to move the asset to a parent, location, or bin, enter a new value in the To Parent, To Location, or To Bin field.

4 Tap OK when you are all done. This saves the move as a plan. Maximo moves the assets when the status is COMP. To perform the move immediately, verify that the planned changes are correct, change the status of the work order to COMP and refresh the device.

To Modify Asset/Location 1 Display the work order with the asset or location you want to modify.

2 Depending on whether you want to modify an asset or location, do either of the two:

To modify the asset, tap the Detail Menu on the Asset field. A screen appears displaying the asset’s attributes.

To modify the location, tap the Detail Menu on the Location field. A screen appears displaying the location’s attributes.

3 The current values appear in the Old Value column. The New Value column defaults to either the planned modified values defined in core Maximo or the current values.

4 You may select the Show Pending Changes check box to display only the planned modified values in the New Value column.

5 Tap OK when you are done. This saves the modification as a plan. Maximo modifies the asset’s or location’s attributes when the status is COMP. To perform the modification immediately, verify that the planned changes are correct, change the status of the work order to COMP and refresh the device.


Start/Stop Timer

Start/Stop Timer

You can keep track of the time you spend on a work order. You can start timing yourself when you begin work on a work order and stop the timer when you complete the work.

To start/stop timer 1 In the Start Center, click the Work Orders link to display the work list screen.

2 Tap the Detail Menu for the work order for which you want to begin tracking time and tap Start Timer. As soon as you tap Start Timer, the timer gets invoked and the work order row turns green in color.

NOTE The Start/Stop Timer is also available in the shape of a stopwatch icon on each work order in the View (Work Order) screen.

3 When your work is completed and you need to stop the timer, tap the Detail Menu and then tap Stop Timer. The Stop Timer screen appears. The Start field displays the date and the time when you invoked the timer.

4 In the End field, tap the Select Date and Time icon to select the date and time your work got completed. Based on the start and end time, Maximo automatically enters a value in the Regular Hours field representing the total number of hours spent on completing the work order.


View Routes

You can view routes lists of assets and locations defined on child work orders.

At times, the same work needs to be performed on a number of assets. In core Maximo, a plan can be entered once on a work order and a list of assets and locations can be defined for the child work orders.

To view asset and location lists

1 Display the work order for which you want to view the routes.

2 Tap View Work Order and then tap Routes. A screen appears with the Assets and Locations tab. By default, the Assets tab is displayed. It lists all the assets on the child work orders for the work order along with a description.

3 To view the lists of locations, tap the Locations tab. A screen appears displaying the lists of locations on the child work orders for the work order along with a description.

4 In the Assets or Locations tab, tap the Detail Menu icon to perform additional actions for entering meter readings, observations, or changing the status of the work order. In the Assets tab, you can also move or modify asset. In the Locations tab, you can also modify location.


View Asset Details

View Asset Details

While working on a work order, you may need to view the details of the asset on that work order.

Details such as the location the asset currently is in, whether the asset is up or down, operational or not, do any warranties exist for the asset.

You can view meters, subassemblies, spare parts, work orders for that asset from the View Asset details screen.

To view asset details 1 Display the work order whose asset details you want to view.

2 Tap the Detail Menu on the Asset field. Tap View Details. The View (Asset) screen appears listing all the details of the asset.

3 Tap View (Asset) and tap an option to see additional views such as viewing the specifications, meters, subassemblies, spare parts and work orders for that asset.

4 Tap Actions and tap an option to move, modify assets, enter meter readings, report downtime, or change the asset’s up and down status.

5 Tap OK on the View (Asset) screen when you are done.

View Location Details

While working on a work order, you may need to view the details of the work order’s location.

Details such as if the location is under any warranties, the type of the location, is the location operating or not.

You can also view the meters, specifications of the location and work orders against the location from the View (Location) screen.

To view location details 1 Display the work order whose location details you want to view.

2 Tap the Detail Menu on the Location field. Tap View Details. The View (Location) screen appears listing all the details of the location.

3 Tap View (Location) and tap an option to see additional views such as specifications, meters, and work orders for that location.

4 Tap Actions and tap an option to modify a location or to enter meter readings.

5 Tap OK on the View (Location) screen when you are done.


Enter/View Meter Readings

Enter/View Meter Readings

You can view current meter readings and enter new readings for the asset and/or location on work orders.

To view meter reading 1 Display the work order whose asset or location meter readings you want to view.

2 Tap the Detail Menu on the Asset or Location field depending on your preference.

3 Tap View Details. The details of the asset or location appear.

4 Tap View Asset or View Location and then tap Meters. Meters for the selected asset or location appear in a table window.

5 Tap a meter to view its details. The Asset Meter or Location Meter screen appears.

6 Tap OK when you are all done.

To enter meter reading 1 Display the work order for which you want to enter new a meter reading for its asset or location.

2 Tap the Detail Menu on the Asset or Location field depending on your preference.

3 Tap Enter Meter Reading. A list of meters appears in a table window.

4 Tap on a meter for which you want to enter a new meter reading.

5 Enter a new meter reading in the New Reading field.

6 You can enter the date and time when the meter reading was taken in the New Reading Date field.

7 You can enter remarks associated with the meter reading in the Remarks field.

8 Enter values in other fields as needed.

9 Tap OK when you are done. Tap OK in the Meters table window screen to return to the View Work Order screen.


Enter Observations

Enter Observations

You can enter observations for a work order or a task.

Observations can be entered directly in a work order or task or in a separate screen, the Enter Observation screen, accessible from the work list screen.

To enter observations directly

1 Display the work order or the task for which you want to enter observations.

2 Enter the observation in the Observation field.

To enter observations via a separate screen

1 Display the work list screen listing the work orders.

2 Tap the Detail Menu against the work order for which you want to enter observations. The Enter Observations screen appears.

3 Enter your observations in the Observation field.


Enter/View Failure Report

You can report and view failures for assets and locations on a work order.

A failure report might be completed by one person or in steps by a few people, each of whom reports another level in the failure hierarchy. A failure hierarchy is an organized set of data on problems, causes, and remedies related to assets and locations. The failure hierarchy is identified by its top level failure code, called a failure class.

To enter/view failure report 1 Display the work order for whose asset or location you want to enter a failure report.

2 Tap View (Work Order) and then tap Failure Reporting.

3 The Failure Class field might have a value if the asset or location have failures already defined. You can however change this value.

4 To enter values in the Problem, Cause, and Remedy fields, tap Select Failure Codes. Select Failure Codes displays values for the first level of the failure report that has no values. Once a value is selected, values for the next level down appears. This continues till you reach the bottom level, after which you are returned to the View (Failure Reporting) screen with all the values filled in.

NOTE If a value at any level of the failure report is removed or modified, all failure codes below that hierarchy will be removed.


Create/View Work Log Entry

Create/View Work Log Entry

You can create new work log entries for work orders and can also view existing work log entries for a work order.

A work log is a brief description or comments about a work order before work begins on a work order, during the work order, or after the work order has been completed.

You can also delete new work log entries. New work log entries can only be deleted before you tap Send to upload the entry to the Maximo Server. Similarly, new work log entries can be modified only if the entry has not been uploaded to the Maximo Server.

To create a work log entry 1 Display the work order for which you want to create a work log entry.

2 Tap View (Work Order) and then tap Log. A screen appears displaying existing work log entries for the work order.

3 Tap New Row to create a new log entry. The Work Log screen appears.

4 In the Summary field, enter a brief summary of the work log.

5 In the Type field, tap the drop down list to select a type of work log.

6 If you want the work log to be viewable by users, tap the Viewable? check box. Selecting this check box indicates that users can view the work log entries for the requests they created via the Self Service - Service Request application.


To view a work log entry 1 Display the work order for which you want to view a work log entry.


3 Tap a work log to view its details.

To delete a work log entry 1 Display the work order for which you want to delete a work log entry.


3 Tap Mark Row for Delete (icon) next to each work log entry if you want to delete it.



View Safety Hazards

View Safety Hazards

You can view safety hazards associated with a work order.

Since safety hazards affect the work environment for a particular work order, it helps to view the safety hazards before beginning work.

To view safety hazards 1 Display the work order for which you want to view the associated safety hazard.

2 Tap View (Work Order) and then tap Safety Hazards. A screen appears displaying the Hazards sub tab with the hazard IDs and descriptions for the work order. The Lock Out/Tag Out sub tab displays hazards IDs and descriptions for the hazards associated with tag out procedures and lock out operations associated with the tag out procedures.

3 Tap a hazard ID (in the Hazards or the Lock Out/Tag Out sub tab) to view its details. The Hazard screen appears listing the details of the selected hazard.

4 If you came to the Hazard screen from the Hazards sub tab, tap Precautions to view the precautions for the selected hazard. A screen appears displaying the details about the precaution. If no precautions exist for the hazard, the Precautions link is not displayed.

5 If you came to the Hazard screen from the Lock Out/Tag Out sub tab, tap Tag Outs to view the tag out procedures for the hazard. If no tag outs exist for the hazard, the Tag Outs link is not displayed. Tap a tag out procedure to view its details.

6 Tap Lock Out Tasks to view the lock out operations associated with the tag out procedures. If no lock out tasks exist for the hazard, the Lock Out Tasks link is not displayed.

7 Tap on a lock out task to view its details.

Create/View Communications

You can create and view communication while working on a work order and send it along with a work order as an e-mail. While creating a communication you can either use a communication template or you can create a free-form communication from scratch.

NOTE Communication templates can be downloaded onto your mobile device as part of Additional Data. For more information on Additional Data, refer to the section titled "Work List and Additional Data."

To create a free-form communication

1 Display the work order for which you want to create a communication.

2 Tap Actions and then tap Create Communication. The Create Communication screen appears.


Create/View Communications

3 In the Reply To field, if you want replies to be sent to someone other than the sender, enter the email address of that person.

4 Tap Select Recipients to select recipients for your communication. A screen appears with the Roles sub tab displayed by default.

5 Depending on whether you want to select roles, people, or a person group as your recipients, tap the appropriate tab.

6 Tap the check box under the To, cc and Bcc columns for each role, person, or person group you want to select as your To: cc and bcc recipients. You may need to use the vertical scroll bar to access the cc and bcc columns.

7 Tap OK when you are done. The selected recipients are displayed in the appropriate To, cc, and bcc fields in the Create Communication screen.

8 In the Subject field, enter a subject for the communication.

9 In the Message box, enter your message.

10 Tap Send when you are done. This saves the record and sends it to the queue on the mobile device to be uploaded to the Maximo Server upon connection. If connection exists, the communication is sent immediately without waiting to be sent with the work order for which the communication was created. If the communication transaction fails, an error is displayed as an icon on the Start Center. For more details on errors, refer to the section titled "Validation and Error Handling."

To create a template based communication

1 Display the work order for which you want to create a communication.

2 Tap Actions and then tap Create Communication. The Create Communication screen appears.

3 In the Template field, tap the Detail Menu to select a template.

4 If you want replies to be sent to someone other than the sender, enter the email address of that person in the Reply To field.

5 Tap Edit Recipients to change recipients for your communication. The Edit Communication Recipients screen appears.

6 Tap Select Recipients. A screen appears with the Roles tab displayed by default.

7 Depending on whether you want to select roles, people, or a person group as your recipients, tap the appropriate tab.

8 Tap the check box under the To, cc and Bcc columns for each role, person, or person group you want to select as your to: cc and bcc recipients. You may need to use the vertical scroll bar to access the Cc and bcc columns.

9 Tap OK when you are done to return to the Edit Communication Recipients screen. The selected recipients are displayed in the appropriate To, cc, and bcc fields.

10 Tap OK to return to the Create Communication screen.


Enter Material Requests

11 If required, you can modify the subject and the message in the Subject and Message fields respectively.

12 Tap Send when you are done. This saves the record and sends it to the queue on the mobile device to be uploaded to the Maximo Server upon connection. If connection exists, the communication is sent immediately without waiting to be sent with the work order for which the communication was created. If the communication transaction fails, an error is displayed as an icon on the Start Center. For more details on errors, refer to the section titled "Validation and Error Handling."

To view communications 1 Display the work order for which you want to view the communication log.

2 Tap View (Work Order) and then tap Log. A screen appears displaying the Work Log by default.

3 Tap Communication Log. A screen appears displaying the log of communications associated with the selected work order.

Enter Material Requests

You can enter a request for materials while working on a work order. At times, you may come across materials you need which are not part of the planned materials for the specific work order. You can enter requisitions for such materials from your device for work orders downloaded to your device.

NOTE You can only request material for work orders that exist on the Maximo Server.

If a work order downloaded from the Maximo Server has a status of WAPPR (Waiting for Approval), the Material Request option is not displayed on your device. However, if you approve this work order, on your device, the Material Request option is available and you can enter a request for materials. The material request for this approved work order can only be sent to the Maximo Server when its respective work order is sent.

Material request waiting for their respective work order to be sent as well as failed material request transactions are displayed as an error icon in the Work List screen. On selecting the Show Errors Only checkbox in the Work List screen, only the failed transactions are displayed; not the pending transactions that are waiting for their work orders.

To enter material requests 1 Display the work order for which you want to request materials.

2 Tap Actions and then tap Request Material. The Request Materials screen appears.

3 In the Required Date field, tap Select Date/Time to select the required date and time when you want the material delivered. By default, the current date and time are displayed.

4 In the Priority field, enter the priority of the request.

5 In the Ship To field, tap Select Value and select the destination where you want the materials to be shipped to.


Download Work Orders for Assets/Locations

6 In the Drop Point field, enter the specific point where you want the materials delivered.

7 In the Line Type field, select the type of material request from the drop-down menu. Based on your selection, you need to fill in the required fields mentioned below.

8 In the Item field, tap the Detail Menu and select one of these options:

Select Value - Tap this option to select an item.

Select Spare Parts - Tap this option to select an item listed as a spare part for an asset.

Item Availability - This option is visible only when there is connectivity. Tap this option to check the availability of an item in all storerooms that stock the item. On selecting a row, the storeroom field also gets populated.

9 Enter values in other fields as required.

10 Tap Send when you are done. This saves the record and sends it to the queue on the mobile device to be uploaded to the Maximo Server upon connection. If the transaction fails, an error is displayed on the Start Center. For more details on errors, refer to the section titled "Validation and Error Handling."

Download Work Orders for Assets/Locations

You can download a full work order record to your device associated with a particular asset or a location.

The work orders displayed in the Asset Work Orders or Location Work Orders views, are not complete work order records. These work order records contain only minimum data. You can download all the data associated with a work order record to your device.

You need to be connected to the Maximo Server to download the work order. As an example, let’s download a work order record associated with an asset.

To download work orders for assets/locations

1 Display the work order whose asset details you want to view.

Line Type Required Fields

Item Item, Order Unit, Conversion Factor

Material or Service Description

STD Service Service

Tool Tool, Order Unit, Conversion Factor


Download Records via Connected lookups

2 Tap the Detail Menu on the Asset field. Tap View Details. The Asset screen appears. Tap View (Asset) and then tap View Asset Work Orders. Work orders associated with a particular asset are displayed. You can tap a work order to view its details. The details you see in the Asset Work Order screen is only the partial data associated with that work order record.

3 Tap the Add to Work List icon for each work order record you want downloaded to your device. If connected, the specific work order record along with all its associated data gets downloaded to your device. Once downloaded, this work order can be seen on the Work List screen along with all other work orders.

Download Records via Connected lookups

You can download a complete record instead of just the ID of the record when you do a connected lookup for a value.

A connected lookup enables you to view all records for a particular Select Value that reside on the server. You can tap on a record to download it’s ID to your device. You can also download the complete record onto your device.

As an example, you can download a complete asset record via the connected lookup for an asset. This allows you to get all the related information pertaining to that asset to create a work order for that asset.

To download complete records via connected lookups

1 Navigate to a screen where a connected lookup exists. As an example, let’s assume you want to view the connected lookup for an asset. In a work order, tap Detail Menu on the Asset field and then tap Select Value. A screen appears displaying all the asset records, associated with the work order, that reside on your device.

2 Tap Connected Lookup . A list of all asset records are displayed that are associated with the work order residing on the Maximo Server.

3 Tap Download Complete Record . Upon connection, the entire asset record gets downloaded to your device and is displayed in the Select Value screen for assets.

View All Planned Materials and Tools

You can view a list of materials and tools planned for all the work order records on your device. This list enables you to be aware of the all the materials and tools you require to perform the work before actually beginning the work.

To view planned materials and tools

1 Go to the screen that displays the list of all work orders on your device.


Attach Files to Work Orders

2 Tap the icon . A screen appears displaying all the planned materials for the work orders on your device. Tap the Tools sub tab to view all the planned tools.

3 Tap an item or a tool to view its details. You can view details such as the storeroom where the item or tool is located, the quantity required, the work order for which it is planned.

4 Tap the Summarize? checkbox in the Materials or Tools sub tab to display a summarized list of items or tools. Selecting the Summarize? checkbox lists the materials or tools only once even if the material or tool needs to be used on multiple work orders. It does not let you view the details of a material or tool. However, the Qty column mentions the total quantity of a particular material or tool if it is planned for more than one work order.

5 You can tap the OK? checkbox for any item. This check box serves as check list for you to ensure that you have everything you require to perform the work.

Attach Files to Work Orders

You can attach a file to work orders from your mobile device. Attachments can be in the form of a photographic image, a sound file, or text documents that are saved on your device.

You can also capture a signature as a graphic image and attach it as a file to a work order.

To attach files to work orders

1 Display the work order record to which you want to attach a file.

2 Tap Actions and then tap Attach Document. The Attach Document screen appears.

3 You may enter a name for your attachment in the Name field to identify your attachment.

4 Tap Browse. A screen appears displaying the folder structure on the device.

5 In the File Type drop down, tap to select the type of file you are looking for. Files of the selected file format appear.

6 Navigate the folder structure to locate the file you want to attach. Tap the file you want.

7 Tap Attach. The file gets attached to the work order record. The file name of the attachment is auto-generated and has the suffix - Mobile-DateTime-Device ID - appended to it, where DateTime refers to the date and the time when the attachment was attached to the work order record.

To capture signatures 1 Display the work order record to which you want to attach a signature as a file.


Downloading Attached Files to the Device

2 Tap Actions and then tap Capture Signature. The Capture Signature screen appears.

3 In the Name field, enter the name of the person whose signature will be attached to a work order.

4 Tap Enter Signature. Enter your signature in the rectangular signature box.

5 Tap Save to save the signature as a graphic file and attach the graphic file to the work order.


Files attached with a work order can be viewed on your device as well as downloaded from the server to your device along with the work order.

On the core Maximo Server, your System Administrator needs to ensure that in the Attached Docs functionality available in Maximo applications, the Print document to work pack? check box is selected in the Create a File Attachment or Create a URL Attachment dialog box.

To download attachments to your device

1 Display the work order whose attachments you want to view and/or download.

2 Tap View (Work Order) and then tap Attachments. A screen appears displaying all attachments associated with the work order.

3 Tap an attachment to view details such as name of the document, a short description, the person it was created by, the creation date.

4 You can tap the icon against a particular attachment to download that attachment to your device. A message comes up informing you about the location where the attachment got extracted to. You can also tap Extract All to download all attachments to your device.

By default, the attachments get extracted in a sub folder under the Temporary Attachment folder. This sub folder is named based on the data groups in the Work Management application. As an example, this sub folder can be titled WORKORDER. Within the WORKORDER sub folder, further sub folders will be created which will be named the same as the ID of the record that the attachments were extracted from.

Two or more files with the same name can get downloaded to your device in the same folder. In such a case, leaving the first file, for all the subsequent files, the Maximo Server appends an incremental number to the file name. As an example, the first file downloaded is titled summary.txt, the second one with the same name would be summary(2).txt and so on

By default, a maximum file size of 500KB is set for downloaded attachments, and any file type can be downloaded to your device. However, your system administrator can specify a different limit (or no limit) on the maximum file size. The system administrator can also exclude specific file types (by file extension) from being downloaded to your device. Both of these settings are specified in the mobile.properties file. Refer to the “Configuring the



mobile.properties File” section of the MXES Mobile Suite Installation Guide for more information.

If your system administrator restricts files by size or extension, and attachments do not meet the requirements, you will still see the files as attachments when you download data. However, you will not have the extract option available to open the attachments.


Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia CorporationLicensing2-31 Roppongi 3-chome, Minato-kuTokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law:

INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those

© Copyright IBM Corp. 2006 Notices-1

Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact:

IBM Corporation2Z4A/10111400 Burnet RoadAustin, TX 78758 U.S.A.

Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee.

The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental.

If you are viewing this information softcopy, the photographs and color illustrations may not appear.

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Notices-2 IBM Maximo Mobile Work Manager: User’s Guide

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Sun, Sun Microsystems, the Sun logo, and Solaris are trademarks of Sun Microsystems, Inc.

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UNIX is a registered trademark of The Open Group in the United States and other countries.

Other company, product, and service names may be trademarks or service marks of others.

Notices-3

Notices-4 IBM Maximo Mobile Work Manager: User’s Guide

Index

A

assetschanging status on work orders 4-14downloading work orders for 4-24moving/modifying 4-15viewing details 4-17

attached files 4-26downloading to device 4-27

B

barcode scanning 4-2

C

communicationscreating/viewing on work orders 4-21

connected lookups 4-25connectivity

losing 3-3customer support iv-v

D

datarefreshing 3-2

data typesadditional 1-2work list 1-2

device, See mobile devicedocuments

attaching to work orders 4-26downtime

reporting 4-14

E

error handling 4-1

F

failure reportsentering/viewing on work orders 4-19

filesattaching to work orders 4-26downloading attached files to device 4-27

L

laborentering/viewing actuals 4-8selecting 4-9selecting planned 4-9viewing on work plan 4-7

locationsdownloading work orders for 4-24viewing on work orders 4-17

log entriescreating/viewing on work orders 4-20

M

material requestsentering on work orders 4-23

materialsentering/viewing actual usage 4-9selecting on work orders 4-10viewing list for all work orders 4-25viewing on work plan 4-7

Maximo Mobile Applicationsarchitecture 3-1products included 1-1

meter readingsentering/viewing on work orders 4-18

mobile devicecommunication with Maximo Server 3-1downloading attached files to 4-27losing connectivity 3-3processing synchronous and asynchronous requests 3-1refreshing data 3-2transaction queues 3-2

O

observations

© Copyright IBM Corp. 2006 Index-1

Index

entering on work orders 4-19online support iv-v

R

requestsprocessing synchronous and asynchronous 3-1

reserved itemsselecting on work orders 4-11

routesviewing 4-16

S

safety hazardsviewing on work orders 4-21

service requestscreating 4-3

servicesviewing on work plan 4-7

signing in 2-1signing out 2-5spare parts

selecting on work orders 4-11Start Center

components 2-1menu 2-2

statuschanging 4-13changing asset up/down 4-14

support, online iv-v

T

table windowsbuttons 2-4using 2-3

timestarting/stopping on work orders 4-16

toolsentering/viewing actual usage 4-12selecting on work orders 4-12selecting planned on work orders 4-13viewing list for all work orders 4-25viewing on work plan 4-7

transaction queues 3-2

V

validation 4-1

W

Work Management applicationcreating follow up work orders 4-4creating service requests 4-3creating work orders 4-2entering/viewing actual labor hours 4-8overview 1-1selecting planned labor 4-9signing in 2-1signing out 2-5types of data 1-2viewing work order list 4-4viewing/modifying work order details 4-5work plans 4-6

work ordersattaching files 4-26changing asset up/down status 4-14changing status 4-13creating 4-2creating follow up 4-4creating/viewing communications 4-21creating/viewing log entries 4-20downloading for assets/locations 4-24downloading records via connected lookups 4-25entering material requests 4-23entering observations 4-19entering/modifying work plan tasks 4-6entering/viewing actual materials usage 4-9entering/viewing actual tools usage 4-12entering/viewing failure reports 4-19entering/viewing meter readings 4-18moving/modifying assets 4-15reporting downtime 4-14selecting asset spare parts 4-11selecting labor 4-9selecting materials 4-10selecting planned tools 4-13selecting reserved items 4-11selecting tools 4-12starting/stopping timer 4-16viewing asset details 4-17viewing list 4-4viewing location details 4-17viewing routes 4-16viewing safety hazards 4-21viewing work plan labor 4-7viewing work plan materials 4-7viewing work plan services 4-7viewing work plan tools 4-7viewing/modifying details 4-5

work plans 4-6entering/modifying tasks 4-6viewing labor 4-7viewing materials 4-7viewing services 4-7viewing tools 4-7

Index-2 IBM Maximo Mobile Work Manager: User’s Guide

62 mx mobile3 work manager user guide

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