ibm maximo for oil and gas user's guide addendum
TRANSCRIPT
This edition applies to Release 6.3 of IBM Maximo for Oil and Gas and to all subsequent releases and modifications until otherwise indicated in new editions. This edition replaces any previous edition of this document.
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 2007. 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 Miningô NetCharts Server provided by Visual Mining, Inc.
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.
Sentry Spelling-Checker Engine © 2000 Wintertree Software, Inc.
Maximo Discovery MSDE Copyright © Microsoft® Corporation.
Portions © 1998-2005 Centennial Software Limited.
IBM Maximo Asset Navigator Portions © 1993-2002 Snowboundô Software Corporation. RasterMasterô Raster imaging technology provided by Snowbound Software Corporation.
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 ìNoticesî on page Notices-1.
Contents
About This Publication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiIntended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiRelated Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiIBM Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii
Chapter 1: Administration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Organizations (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
Organizations (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Work Order - Prioritization Matrix Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Work Order - Edit Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Update Asset Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Update Failure Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4
Chapter 2: Assets Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Assets (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Assets (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Locations (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Location Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Operating Context Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4
Locations (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Chapter 3: Planning Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Condition for Work (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Condition for Work Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2
Condition for Work (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3Regulatory Compliance (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Regulation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Where Used Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
Regulatory Compliance (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Prioritization Matrix (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Reason for Work Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
Prioritization Matrix (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7Job Plans (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Job Plan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Regulation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Job Plans (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9Routes (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Route Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
Routes (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
© Copyright IBM Corp. 2007 iii
Benefits and Losses (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11
Impacts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Benefits and Losses (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Chapter 4: Preventive Maintenance Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Preventive Maintenance (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1PM Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Job Plan Sequence Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Preventive Maintenance (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2
Chapter 5: Resources Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1People (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Details Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
People (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2
Chapter 6: Service Desk (Oil) Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Defects (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Defect Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Solution Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4
Defects (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Improvements (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Improvement Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Project Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9
Improvements (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10Investigations (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Investigation Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Activities Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Solution Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Failure Reporting Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13After Action Review Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14Root Cause Failure Analysis Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15
Investigations (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15Incidents (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17Incident Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17Solution Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18HIgh Context Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19
Incidents (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20Solutions (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21Solution Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21Ownership Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23
iv IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Benefits Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Solutions (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24
Chapter 7: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Quick Reporting (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1
Quick Reporting (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Work Order Tracking (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Work Details Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Work Order Tracking (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4
Chapter 8: Oil & Gas Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1
Contents v
About This Publication
This section explains how this guide can help you to use IBM® Maximo® for Oil and Gas (Oil & Gas). It also provides information about other IBM Corporation resources available to you, such as additional documentation and support.
Intended Audience
This addendum to the IBM Maximo User�s Guide is for people who use Maximo Oil & Gas. This solution extends certain existing Maximo applications and also provides new Maximo applications designed specifically for oil and gas customers.
Related Information
You can find more information regarding Maximo Oil & Gas in the following document:
! IBM Maximo for Oil and Gas Installation Guide
The IBM Maximo for Oil and Gas Installation Guide is a separate document delivered in Adobe® Systemsí Portable Document Format (PDF) with the product software. The guide should be used in conjunction with the standard Maximo documentation set.
For more information about Maximo, refer to the following documentation:
Document Description
IBM Maximo Finance Manager�s Guide
Describes how IBM Maximo completes financial transactions and how to set up general ledger accounts.
IBM Maximo Installation Guide Describes how to install and configure the following software:
! Application server! IBM Maximo! Actuate®
IBM Maximo Multisite Administrator�s Guide
Describes how to configure IBM Maximo for a Multisite implementation.
© Copyright IBM Corp. 2007 vii
IBM Support
IBM Support
IBM Software Support provides assistance with product defects.
Before contacting IBM Software Support, your company must have an active IBM software maintenance contract, and you must be authorized to submit problems to IBM. For information about the types of maintenance contracts available, see "Enhanced Support," in the Software Support Handbook at techsupport.services.ibm.com/guides/services.html.
Complete the following steps to contact IBM Software Support with a problem:
1 Define the problem, gather background information, and determine the severity of the problem. For help, see the "Contacting IBM," in the Software Support Handbook at techsupport.services.ibm.com/guides/beforecontacting.html.
2 Gather diagnostic information.
IBM Maximo Online Help Provides step-by-step procedures for Maximo applications.
IBM Maximo Reconciliation Implementation Guide
Describes how to use the IBM Maximo Reconciliation module to reconcile the two types of information that IBM Maximo maintains about information technology (IT) assets: IT asset data and deployed asset data.
IBM Maximo Report Administration and Development Guide
Describes how to use Actuate to design and administer IBM Maximo reports.
IBM Maximo System Administrator�s Guide
Describes database configuration, security, and other administrative level applications and tasks.
IBM Maximo User�s Guide Provides an overview of the Maximo end user applications. It also describes how the IBM Maximo applications interact with each other.
IBM Maximo Workflow Implementation Guide
Provides information about how to use IBM Maximo to plan, design, build, test, implement, and manage Workflow processes.
IBM Maximo Enterprise Adapter (MEA) System Administrator's Guide
Describes how to configure and use the IBM MEA.
Document Description
viii IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
IBM Support
3 Submit your problem to IBM Software Support in one of the following ways:
a Online: Click Submit and track problems on the IBM Software Support site at www.ibm.com/software/support/probsub.html.
b By telephone: For the telephone number to call in your country, go to the Contacts page of the IBM Software Support Handbook at techsupport.services.ibm.com/guides/contacts.html.
If you submit a problem that is a software defect or for missing or inaccurate documentation, IBM Software Support creates an Authorized Program Analysis Report (APAR). The APAR describes the problem in detail.
Whenever possible, IBM Software Support provides a workaround that you can implement until the APAR is resolved and a fix is delivered. IBM publishes resolved APARs on the Software Support Web site daily, so that other users who experience the same problem can benefit from the same resolution.
About This Publication ix
Overview The Administration module has one cloned application. This chapter provides an overview of new actions added to the Organizations (Oil) application. For more information, refer to the applicationís help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Administration module contains the following cloned application:
Organizations (Oil) Application
Purpose You use the Organizations (Oil) application to set up the organizations and sites to use with Maximo. You must define at least one organization and one site.
For each organization you specify a number of properties including the following:
! Base currency
! Item and company sets
! GL clearing account
! Address codes for organizational units, including sites, that you can use on Maximo records
By configuring Maximo with multiple organizations and sites, your company can run Maximo in multiple facilities all from the same database. Each site can access its own site-specific data and leverage data that is common across sites. Rather than installing multiple instances of Maximo, each with its own database, a company can install Maximo once, with different sites all accessing the same database via a Web Browser.
The Maximo architecture enables different organizations and sites to keep some parts of their operations separate, while sharing others. For example, different facilities can share purchase agreements and vendors, and share and transfer items, while keeping work order and job plan data separate.
Administration Module 1Application Oil & Gas Function
Organizations (Oil) Specify oil and gas options for work orders. Load oil and gas failure codes and asset specifications.
© Copyright IBM Corp. 2007 1-1
Organizations and sites are logical divisions of a company determined by what types of operations are performed at different locations, and what data can be shared among them.
Organizations An organization is a major division of a company that contains one or more sites. Sites belonging to the same organization must use the same currency and share the same options for work orders, equipment, labor, and certain other types of data.
Sites A site is a subdivision of an organization that can track inventory and other data separately from other sites. Certain types of information are unique to a site and not visible to other sites within the organization.
Application Options Within the Organizations (Oil) application you set defaults for a wide variety of options relating to Maximo applications or groups of applications, such as work orders, inventory, purchasing, PMs, assets, and so forth. You access these options from the Select Action menu. The How Do I topics in the Organizations (Oil) help cover all these options. You can also access the help from the associated dialog boxes. Refer to the corresponding help topic for information on a particular action.
Oil & Gas options let you perform the following tasks:
! Specify oil and gas options for work orders! Load asset specification and failure code data
NOTE In the various dialog boxes you use to set application options, you sometimes have to select a site and sometimes you do not. If you have to select a site, then the setting applies at the site level. If you do not select a site, then the setting applies at the organization level, except for system and set level autonumbering, and for settings in the System Settings dialog box.
Organizations (Oil) Actions
The Organizations (Oil) application has the following industry-specific actions:
! Work Order - Prioritization Matrix Options! Work Order - Edit Rules! Update Failure Codes! Update Asset Specifications
NOTE You can access the Update Failure Codes and Update Asset Specifications actions only from the List tab.
For information about these actions, refer to the Organizations (Oil) help.
Organizations (Oil) Application
1-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
s (Oil) Application
Work Order - Prioritization Matrix Options
You use the Work Order - Prioritization Matrix Options dialog box to specify oil and gas options for work orders within an organization.
Work Order - Prioritization Matrix Options
Work Order - Edit Rules
You use the Work Order - Edit Rules dialog box to specify that someone can edit information in the Costs and Estimates table window on the Plans tab of the Improvements (Oil) application for a given work order status.
Work Order - Edit Rules
Organization
Administration Module 1-3
Organizations (Oil) Application
Update Asset Specifications
You use the Update Asset Specifications dialog box to load oil and gas asset specifications for use in one or more of your companyís organizations.
Update Asset Specifications
Update Failure Codes
You use the Update Failure Codes dialog box to load oil and gas failure codes for use in one or more of your companyís organizations.
Update Failure Codes
1-4 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Overview The Assets module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Assets module contains the following Oil & Gas-specific applications:
Assets (Oil) Application
Purpose You use the Assets (Oil) application to create and store asset numbers and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset.
Tabs in the Assets (Oil) application let you build the asset hierarchy, an arrangement of buildings, departments, assets, and subassemblies. You can associate a regulation you created in the Regulatory Compliance (Oil) application with an asset using the Regulations tab. The asset hierarchy provides a convenient way to roll up maintenance costs so that you can check accumulated costs at any level, at any time. It also makes it easy to find a particular asset number.
Tabs
The Assets (Oil) application has the following new tab:
! Regulations
For information about fields, place the cursor in the field and press Alt + F1.
Assets Module 2Application Function
Assets (Oil) Associate regulations with assets.
Locations (Oil) Associate regulations with locations, reference physical locations in a plant, and specify attributes for locations.
© Copyright IBM Corp. 2007 2-1
Locations (Oil) Application
Regulations Tab
You use the Regulations tab to associate regulations with this asset. You associate regulations someone created in the Regulatory Compliance (Oil) application via Select Regulations or New Row. The Regulations tab lists information about the regulation associated with this asset.
Regulations Tab
Assets (Oil) Actions
The Assets (Oil) application has the following industry-specific actions:
! Select Regulations
For information about this action, refer to the Assets (Oil) application help.
Locations (Oil) Application
Purpose The Locations (Oil) application lets you enter and track locations for assets and organize these locations into logical hierarchical systems or network systems. Using hierarchies or systems of locations and specifying the location for assets on the asset record provides the groundwork for gathering and tracking valuable information on the history of an asset, including its performance at specific sites, as it is moved from location to location. With locations organized into systems, you can quickly find a location on the Drilldown page, and identify the asset at that location.
The Locations (Oil) application lets you perform the following industry-specific tasks:
! Associate a regulation you created in the Regulatory Compliance (Oil) application with a location.
! Reference physical locations in the plant.
2-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Locations (Oil) Application
! Specify many attributes for each location via the Location Details and Operating Context tabs.
Tabs
The Locations (Oil) application has the following new tabs:
! Location Details! Operating Context! Regulations
For information about fields, place the cursor in the field and press Alt + F1.
Location Details Tab
You use the Location Details tab to enter detailed reference and classification information commonly required by oil and gas companies for each location. Also, the Locations Details tab lets you classify your plant into hazardous and fire zones. This tab contains the following sections:
! Reference Information - references for drawings and manuals! Area Classifications - classifications for hazardous area, fire zone,
explosion proof, and permit required to perform work ! Access - requirements needed to perform work! Production Impact
Location Details Tab
Operating Context Tab
You use the Operating Context tab to enter detailed information about the operating context for each physical location. This tab contains the following sections:
! ISO 14224 Taxonomy- ISO 14224 Petroleum and natural gas industries � Collection and exchange of reliability and maintenance data for equipment data
Assets Module 2-3
Locations (Oil) Application
! Solomon Taxonomy - Solomon Associates Comparative Performance Analysis (CPA) data
! Operating Context - information you can use to improve the reliability of your assets
! Risk Categorization - detailed information risk assessment of a location
Operating Context Tab
Regulations Tab
You use the Regulations tab to associate regulations with this location. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulations associated with this location.
Regulations Tab
2-4 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Locations (Oil) Application
Locations (Oil) Actions
The Locations (Oil) application has the following industry-specific actions:
! Select Regulations
For information about this action, refer to the Locations (Oil) application help.
Assets Module 2-5
Overview The Planning module has four Oil & Gas-specific applications and two cloned applications. This chapter describes the industry-specific applications and provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Planning module contains the following industry-specific applications:
Planning Module 3Application Oil & Gas Function
Condition for Work (Oil) Specify the condition that an asset must be in for someone to be able to work on it.
Regulatory Compliance (Oil) Create records for regulations with which your company must comply.
Prioritization Matrix (Oil) Create matrices to ensure that someone performs the highest priority work on an asset before work with a lower priority.
Job Plans (Oil) Associate regulations, conditions for work, and reasons for work with job plans.
Routes (Oil) View condition for work and reason for work information associated with a job plan on route records.
Benefits and Losses (Oil) Define benefits and losses and associate them with certain Oil & Gas applications.
© Copyright IBM Corp. 2007 3-1
Condition for Work (Oil) Application
Purpose You use the Condition for Work (Oil) application to identify the condition or state an asset must be in for someone to work on it. The state might be as simple as running, stopped, or isolated. Or, it might be more complicated, such as being part of a group of plant assets that must be shut down for preventive maintenance.
Also, you can identify work that can be performed by someone on an reactive basis if the asset's status changes. After you create a condition for work, you can associate the condition for work with a job plan or work order. The Condition for Work application lets you identify work that must be performed by someone on an asset when it is scheduled to be in a particular operational status (for example, shutdown or operational).
Tabs
The Condition for Work (Oil) application has the following tabs:
! List! Condition for Work
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Condition for Work Tab
You use the Condition for Work tab to display the main record for a condition for work. You also use the tab to add new records to the database and view and modify existing records.
This tab lets you enter, view, and modify detailed information about the condition an asset must be in for someone to work on it. After you create a condition for work and change its status to ACTIVE, you can associate it with a job plan via the Job Plans (Oil) application or a work order via the Work Order Tracking (Oil) application.
Condition for Work Tab
Condition for Work (Oil) Application
3-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
k (Oil) Application
Condition for Work (Oil) Actions
The Condition for Work (Oil) application has the following actions:
! Change Status! Duplicate Condition for Work! Delete Condition for Work
For information about these actions, refer to the Condition for Work (Oil) help.
Condition for Wor
Planning Module 3-3
Regulatory Compliance (Oil) Application
Purpose You use the Regulatory Compliance (Oil) application to help your company to comply with the many statutory requirements covering employee health, plant safety, and the environment. Maximo stores the details of relevant regulations for all work tracked in Maximo, and relates these regulations to planned work and actual work logged in Maximo. After you create a regulation, you can associate it with the following types of records:
! Assets via the Assets (Oil) application
! Locations via the Locations (Oil) application
! Job plans via the Job Plans (Oil) application
! Work Orders via the Work Order Tracking (Oil) and Quick Reporting (Oil) applications
Tabs
The Regulatory Compliance (Oil) application has the following tabs:
! List! Regulation! Log! Where Used
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Regulation Tab
You use the Regulation tab to enter data about each regulation to which your company must comply. After you create a regulation and change its status to ACTIVE, you can associate the regulation record with a particular asset, location, job plan, or work order.
Regulation Tab
Regulatory Compliance (Oil) Application
3-4 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
e (Oil) Application
Log Tab
You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.
Where Used Tab
You use the Where Used tab to see where a regulation is currently attached. This tab is helpful when you want to delete a regulation but cannot because it is attached to a record.
Where Used Tab
Regulatory Compliance (Oil) Actions
The Regulatory Compliance (Oil) application has the following actions:
! Change Status! Create Communication! Delete Regulation! Duplicate Regulation! Modify/Delete Work Log
For information about these actions, refer to the Regulatory Compliance (Oil) help.
Regulatory Complianc
Planning Module 3-5
Prioritization Matrix (Oil) Application
Purpose You use the Prioritization Matrix (Oil) application to build priority matrices. Priority matrices help you to ensure that someone performs work with the highest priority on an asset before work with a lower priority. Maximo uses the reason for the work, the priority of the asset or location, and function (for example, maintenance, drilling, or inspection) to build priority matrices.
Tabs
The Prioritization Matrix (Oil) application has the following tabs:
! List! Reason for Work
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Reason for Work Tab
You use the Reason for Work tab to enter, view, and modify detailed information about a reason for work record. After you create a reason for work record and its status is ACTIVE, you can associate it with a job plan via the Job Plans (Oil) application or work order via the Work Order Tracking (Oil) application.
The reason for work is used in conjunction with the priority and function associated with an asset or location to determine the priority of someone carrying out the work. Maximo calculates the priority by using a priority matrix.
Reason for Work Tab
Prioritization Matrix (Oil) Application
3-6 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
x (Oil) Application
Prioritization Matrix (Oil) Actions
The Prioritization Matrix (Oil) application has the following actions:
! Change Status! Delete Reason for Work! Duplicate Reason for Work
For information about these actions, refer to the Prioritization Matrix (Oil) help.
Prioritization Matri
Planning Module 3-7
Job Plans (Oil) Application
Job Plans (Oil) Application
Purpose You use the Job Plans (Oil) application to create, modify, or delete job plan records. A job plan is a detailed description of work to be performed for a work order. You can copy job plans to PM records, routes, and directly to work orders. After a job plan becomes a work plan on a work order, you can modify the work plan without affecting the job plan.
Job plans generally contain tasks (procedures), along with lists of estimated labor, labor hours, materials, services, and tools required for the work. To ensure that work on an asset is performed in a safe manner, you can add work assets and associate safety plans that can be used when work is performed.
You can specify which organizations or organizations and sites can use the information on the plan and/or its tasks. If you do not specify this information, the job plan can be used in any site of any organization.
The Job Plans (Oil) application lets you perform the following industry-specific tasks:
! Associate a regulation that you created in the Regulatory Compliance (Oil) application with a job plan.
! Associate a condition for work that you created in the Condition for Work (Oil) application with a job plan.
! Associate a reason for work that you created in the Prioritization Matrix (Oil) application with a job plan.
Tabs
The Job Plans (Oil) application has the following enhanced or new tabs:
! Job Plan! Regulations
Job Plan Tab
The Job Plan tab has the following industry-specific fields:
! Condition for Work! Improvement Plan?! Reason for Work! Function
For information about these fields, place the cursor in the field and press Alt + F1.
3-8 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Job Plans (Oil) Application
Regulations Tab
You use the Regulations tab to associate regulations with this job plan. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this job plan. Also, the Regulations tab contains the Applies to Work Order Default? check box.
Regulations Tab
Job Plans (Oil) Actions
The Job Plans (Oil) application has no industry-specific actions.
Planning Module 3-9
Routes (Oil) Application
Routes (Oil) Application
Purpose A route is a list of related work assets, which are considered "stops" along the route. These route stops represent assets or locations. Routes simplify building hierarchies of work orders for inspections. You can use a route in the following ways:
! Apply the route to a preventive maintenance record to generate work orders for all work assets listed as stops on the route.
! Apply the route to a work order and generate child work orders for each work asset listed as a stop on the route.
The Routes (Oil) application lets you perform the following industry-specific tasks:
! View condition for work information associated with a job plan on the route record in the Route Stops section on the Route tab.
! View reason for work information associated with a job plan on the route record in the Route Stops section on the Route tab.
Tabs
The Routes (Oil) application has the following enhanced tab:
! Route
Route Tab
The Route tab has the following industry-specific fields:
! Condition for Work! Condition for Work Description! Reason for Work! Reason for Work Description! Function
For information about these fields, place the cursor in the field and press Alt + F1.
Routes (Oil) Actions
The Routes (Oil) application has no industry-specific actions.
3-10 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Benefits and Losses (Oil) Application
Benefits and Losses (Oil) Application
Purpose You use the Benefits and Losses (Oil) application to define benefits and losses.
You can associate benefits and losses with the following types of records:
! Defects created in the Defects (Oil) application.! Improvements created in the Improvements (Oil) application.! Locations created in the Locations (Oil) application.! Solutions created in the Solutions (Oil) application.! Work orders created in the Work Order Tracking (Oil) application.
You can perform the following tasks for records that have losses:
! Create an investigation record for a loss event through the Create Investigation action.
! Associate a loss with a work order in the Work Order Tracking (Oil) application.
! Associate a loss with a location in the Locations (Oil) application.! Associate an impact with a defect in the Defects (Oil) application
Tabs
The Benefits and Losses (Oil) application has the following tabs:
! List! Impacts! Related Records! Log
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Impacts Tab
You use the Impacts tab to enter general information about the impact of benefits and losses. You add specific information about a benefit, a loss, or both, on subtabs on the Impacts tab.
The Impacts tab has the following subtabs:
! Benefits! Losses
Benefits Subtab You use the Benefits subtab to add, view, and modify information about benefits. You can associate this information with the following types of records:
! Defect! Improvement! Solution
You can enter the following information about the benefit:
Planning Module 3-11
Benefits and Losses (Oil) Application
! benefit details! estimates! measurements ! related assets
Benefits Subtab
Losses Subtab You use the Losses subtab to add, view, and modify information about losses. You can associate this information with the following types of records:
! Defect! Improvement! Location! Solution! Work order
You can enter the following information about the loss:
! losses! loss details! dates
3-12 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Benefits and Losses (Oil) Application
Losses Subtab
Related Records Tab
You use the Related Records tab of the Benefits and Losses (Oil) application to associate related tickets and work orders with an impact record.
Log Tab
You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.
Benefits and Losses (Oil) Actions
The Benefits and Losses (Oil) application has the following actions:
! Change Status! Create Communication! Create Investigation! Duplicate Impact! Delete Impact! Modify/Delete Work Log
For information about these actions, refer to the Benefits and Losses (Oil) help.
Planning Module 3-13
Overview The Preventive Maintenance module has one cloned application. This chapter describes the cloned application. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Preventive Maintenance module contains the following Oil & Gas-specific application:
Preventive Maintenance (Oil)
Purpose You use the Preventive Maintenance (Oil) application to create, modify, and view preventive maintenance plans for work assets and locations. PM records are templates for work orders.
On a PM record, you schedule job plans to be performed for preventive maintenance work. Maximo then generates work orders from the PM. If a condition for work record created in the Condition for Work (Oil) application is associated with a job plan on the PM, the condition for work is displayed on the PM tab in the Condition for Work field.
You can also group PMs into hierarchies that model your asset hierarchies and generate sequenced work order hierarchies.
Tabs
The Preventive Maintenance (Oil) application has the following enhanced tabs:
! PM! Job Plan Sequence
PM Tab
The PM tab has the following industry-specific fields:
! Condition for Work! Condition for Work Description! Reason for Work
Preventive Maintenance Module 4
Application Oil & Gas Function
Preventive Maintenance (Oil) View the condition for work and reason for work on job plans on PMs.
© Copyright IBM Corp. 2007 4-1
Preventive Maintenance (Oil)
! Reason for Work Description! Function
For information about these fields, place the cursor in the field and press Alt + F1.
Job Plan Sequence Tab
The Job Plan Sequence tab has the following industry-specific fields:
! Condition for Work! Condition for Work Description! Reason for Work! Reason for Work Description! Function
For information about these fields, place the cursor in the field and press Alt + F1.
Preventive Maintenance (Oil) Actions
The Preventive Maintenance (Oil) application has no industry-specific actions.
4-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Overview The Resources module has one cloned application. This chapter provides an overview of the new tab added to the cloned application. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Resources module contains the following Oil & Gas-specific application:
People (Oil) Application
Purpose Use the People (Oil) application to create, modify, view, and delete records of people.This application serves as a storehouse of personal and official information on individuals such as users, labors, asset owners, supervisors, and individuals who receive workflow notifications via email.
Tabs
The People (Oil) application has the following new tab:
! Details Tab
Details Tab
You use the Details tab in the People (Oil) application to add, modify, and view additional contact information and authorize someone to approve solutions or the results of root cause failure analyses.
Resources Module 5Application Oil & Gas Function
People (Oil) Provide additional contact information and authorize people to approve root cause failure analyses and solutions.
© Copyright IBM Corp. 2007 5-1
People (Oil) Application
Details Tab
People (Oil) Actions
The People (Oil) application has no industry-specific actions.
5-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Overview The Service Desk (Oil) module has three Oil & Gas-specific applications and two cloned applications. This chapter describes the industry-specific applications and provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Service Desk (Oil) module contains the following industry-specific applications:
Service Desk (Oil) Module 6Application Oil & Gas Function
Defects (Oil) To document an asset that deviates from perfect operation.
Incidents (Oil) To document a deviation from an expected standard of operation.
Improvements (Oil) To document the actual costs and benefits of implementing improvements to an existing business process or plant configuration.
Investigations (Oil) To address an unresolved incident or defect, to record lessons learned from an After Action Review, or to record the results of Root Cause Failure Analysis.
Solutions (Oil) To create and manage predefined responses to problems and lessons learned from an after action review.
© Copyright IBM Corp. 2007 6-1
Defects (Oil) Application
Purpose You use the Defects (Oil) application to create and track defects. A defect is something that causes an asset to deviate from perfect operation, for example:
! The motor for the pump on a heat generator is running at a higher-than-normal temperature.
! You need to replace a blocked HVAC filter six times more often than usual.
Defects do not necessarily have a health, safety, or environmental impact and they do not necessarily require intervention or maintenance. To record information about events with a health, safety, or environmental impact, use the Incidents (Oil) application.
After you create a defect record, you can investigate potential solutions. When you have identified a solution, you can record it on the defect. If resolving the defect involves creating another ticket or a work order, you can create it directly from the defect record.
Tabs
The Defects (Oil) application has the following tabs:
! List! Defect! Related Records! Solution Details! Log
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Defect Tab
You use the Defect tab in the Defects (Oil) application to create, modify, view and delete information about the defect record. Enter such information as reported by user, owner or owner group, details about the defect, and affected assets and locations. You can also classify the defect to enhance solution searching and reporting.
Defects (Oil) Application
6-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
s (Oil) Application
Defect Tab
Related Records Tab
You use the Related Records tab of the Defects (Oil) application to associate related tickets and work orders with a defect record.
Solution Details Tab
You use the Solution Details tab to search for and attach solution information, view applied solution information, or add solution information to the record. You can search the solution catalog either with or without information from the record.
The Solution Details tab contains three large free-form data entry fields to hold solution information. The fields can hold data from a solution record you attach or solution information you add to the record.
Defect
Service Desk (Oil) Module 6-3
Solution Details Tab
Log Tab
You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.
Defects (Oil) Actions
The Defects (Oil) application has the following actions:
! Change Status! View History! View Costs! Edit History Defect! Create Service Request! Create Incident! Create Investigation! Create Change! Create Release! Create Work Order! Create Improvement! Create Solution! Create Communication! Apply Defect Template! Select Owner! Take Ownership! Modify/Delete Work Log! Show Similar Tickets! Apply SLA! View SLAs! Select/Deselect SLAs
Defects (Oil) Application
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s (Oil) Application
! Duplicate Defect! Delete Defect
For information about these actions, refer to the Defects (Oil) help.
Defect
Service Desk (Oil) Module 6-5
Improvements (Oil) Application
Purpose You use the Improvements (Oil) application to plan, review, and report the actual costs and benefits of implementing improvements to an existing business process or plant configuration. You also can create improvements in other applications.
Tabs
The Improvements (Oil) application has the following tabs:
! List! Improvement! Plans! Related Records! Actuals ! Project Details! Log
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Improvement Tab
You use the Improvement tab for the following purposes:
! to create, plan, review, and approve improvements to an existing business process or plant configuration
! to plan, review, and approve new processes or plants
! to view scheduling information
! to identify assets or locations that an improvement affects
On this tab, you process improvements created with the Improvements (Oil) application as well as those created in other applications.
Improvements (Oil) Application
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s (Oil) Application
Improvement Tab
Plans Tab
You use the Plans tab to enter, view and modify an improvement plan. An improvement plan describes the estimated child improvements, improvement tasks, costs, and benefits of an improvement.
An easy way to add an improvement plan to an improvement is to use the Job Plan field on the Improvement tab to associate an existing plan with the record. The application copies the improvement plan to the improvement record. Changes you make to the improvement plan do not affect the original job plan.
The Plans tab has the following table windows:
! Children of Improvement ! Tasks for Improvement ! Costs and Benefits
Improvement
Service Desk (Oil) Module 6-7
Improvements (Oil) Application
Plans Tab
Related Records Tab
You use the Related Records tab of the Improvements (Oil) application to associate related tickets and work orders with an improvement record.
Actuals Tab
You use the Actuals tab to enter, view and modify the actual child improvements, improvement tasks, costs, and benefits of an improvement. Someone must approve the improvement before you can report actuals.
The Actuals tab has the following table windows:
! Children of Improvement ! Tasks for Improvement ! Costs and Benefits
Actuals Tab
6-8 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Improvements (Oil) Application
Project Details Tab
You use the Project Details tab to create, view, and modify details about an improvement, including a mission statement, defect measurements, and the members of an improvement team.
Project Details Tab
Log Tab
You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.
Service Desk (Oil) Module 6-9
Improvements (Oil) Application
Improvements (Oil) Actions
The Improvements (Oil) application has the following actions:
! Change Status! Apply SLAs! View SLAs! Select/Deselect SLAs! Create Work Order! Create Service Request! Create Incident! Create Problem! Create Change! Create Release! Create Communication! View History! View Benefits! Remove Work Plan! Apply Route ! Assign to New Parent! Move/Modify Asset! Modify/Delete Work Log! Edit HIstory Improvement ! Select Owner! Take Ownership! Duplicate improvement ! Delete Improvement
For information about these actions, refer to the Improvements (Oil) help.
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Investigations (Oil) Application
Investigations (Oil) Application
Purpose You use the Investigations (Oil) application to create and modify investigation records.You create an investigation record to address an unresolved incident or defect, to record lessons learned from an After Action Review, or to record the results of Root Cause Failure Analysis. You resolve an investigation when you identify one or more causes, so that similar future incidents and defects are prevented or have a lesser business impact.
Tabs
The Investigations (Oil) application has the following tabs:
! List! Investigation ! Activities! Related Records! Solution Details! Log! Failure Reporting! After Action Review! Root Cause Failure Analysis
The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.
For information about fields, place the cursor in the field and press Alt + F1.
Investigation Tab
You use the Investigation tab in the Investigations (Oil) application to create, modify, view and delete information for the investigation. Enter details about users, owners, assets, and locations. You can also classify the investigation to enhance solution searching and reporting, and flag the investigation as a global, regional, or local issue.
Service Desk (Oil) Module 6-11
Investigations (Oil) Application
Investigation Tab
Activities Tab
You use the Activities tab in the Investigations (Oil) application to create, delegate, and track activity work orders for the investigation and to report actual labor time spent resolving the investigation and its activities.
The Activities tab displays all activity work orders added to the investigation. To see more detail for an activity, select it and view the record in the Activities application.
Activities Tab
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Investigations (Oil) Application
Related Records Tab
You use the Related Records tab of the Investigations (Oil) application to associate related tickets and work orders with an investigation record.
Solution Details Tab
You use the Solution Details tab to search for and attach solution information, view applied solution information, or create solution information for the record.
You also use the Solution Details tab to document lessons learned. A lesson learned is a type of solution normally associated with an After Action Review. The solution catalog contains both solutions and lessons learned.
You can search the solution catalog either with information from the record or without information from the record.
Solution Details Tab
Log Tab
You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.
Failure Reporting Tab
You use the Failure Reporting tab in the Investigations (Oil) application to view and record failure information for assets and locations. Failure information is always organized in a hierarchy of data. The top level of the failure hierarchy is a type of failure code called the failure class. After selecting a failure class for the asset or location on the record, you can select one or more failure codes to describe the problem, cause, and remedy. Recording this information enables users to identify trends and isolate probable causes of breakdowns.
IBM Maximo for Oil and Gas provides failure data that is based on International Standard ISO14224. Your system administrator can load this data through the Organizations (Oil) application.
Service Desk (Oil) Module 6-13
Investigations (Oil) Application
Failure Reporting Tab
After Action Review Tab
You use the After Action Review tab in the Investigations (Oil) application to document the results of an After Action Review that arose from a successful or unsuccessful event. If the action review leads to lessons learned, you document those lessons on the Solution Details tab.
You enter the following information on this tab:
! Names of the people leading, facilitating, and attending the investigation ! Details of what happened and what should have happened ! Dates associated with the review
After Action Review Tab
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Investigations (Oil) Application
Root Cause Failure Analysis Tab
You use the Root Cause Failure Analysis tab in the Investigations (Oil) application to log the details and results of a Root Cause Failure Analysis (RCFA). You can document one or more causes that the analysis identified.
You can enter the following information on this tab:
! Name of the person leading the RCFA ! Dates related to the RCFA ! Data related to approval of the RCFA ! One or more causes of the event that is under investigation
Root Cause Failure Analysis Tab
Investigations (Oil) Actions
The Investigations (Oil) application has the following actions:
! Change Status! View History! View Costs! Edit History Investigation! Create Service Request! Create Incident! Create Investigation! Create Change! Create Release! Create Work Order! Create Improvement! Create Solution! Create Communication! Apply Investigation Template! Select Owner! Take Ownership! Modify/Delete Work Log! Show Similar Tickets! Apply SLA
Service Desk (Oil) Module 6-15
Investigations (Oil) Application
! View SLAs! Select/Deselect SLAs! Duplicate Investigation! Delete Investigation
For information about these actions, refer to the Investigations (Oil) help.
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Incidents (Oil) Application
Incidents (Oil) Application
Purpose You create an incident record to document a deviation from an expected standard of operation. Following are two examples of the use of incident reporting:
! To provide general incident reporting about a major or minor event.
! To record information about an event that has a health, safety, or environmental impact, for example:
! A fire extinguisher is missing from its designated location.
! The removal of a defective drain valve results in a substantial oil leak and requires activation of the environmental response team.
The second example is an example of a high-context incident. The Incidents (Oil) application contains a tab for high-context information.
Tabs
The Incidents (Oil) application has the following new or enhanced tabs:
! Incident! Solution Details! High Context
Incident Tab
You use the Incident tab in the Incidents (Oil) application to create, modify, view and delete information for the incident record. Enter such information as reporting and affected users, the owner or owner group, details about the incident, and affected assets and locations. You can also classify the incident to enhance solution searching and reporting, and flag it as a global, regional, or local issue.
The Incident tab has the following industry-specific fields:
! Incident Impact! From Review Required?! Incident Type! External Incident Reference ! High Context?! Investigation Required?! Reportable?! Is Defect?! Regional Issue?! Local Issue?
For information about these fields, place the cursor in the field and press Alt + F1.
Service Desk (Oil) Module 6-17
Incidents (Oil) Application
Incident Tab
Solution Details Tab
You use the Solution Details tab to search for and attach solution information, view applied solution information, or add solution information to the incident record.
You can search the solution catalog either with or without information from the record. For more information on the solution catalog, see the Solutions (Oil) application Help.
The Solution Details tab contains three large free-form data entry fields to hold solution information. The fields can hold data from a solution record you attach or solution information you add to the record.
The Solution details tab has the following industry-specific fields:
! Solution Category! Is Lesson Learned?! Solution Originator
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Incidents (Oil) Application
Solution Details Tab
HIgh Context Tab
You use the High Context tab in the Incidents (Oil) application to add and view information about a high-context incident.
High context incidents are narrative descriptions of important events that occur and the behavior of people in those situations. The documented behavior might be effective or ineffective and, in general, is considered by the users to be critical. High-context incidents typically require more detail than you can enter on the Incident tab. Analysis of high context incidents can help to prevent future reoccurrence of the events or encourage behavior which will reinforce effective behavior.
You enter the following information on the High Context tab:
! Review information! Context of the incident! New classification, suggested cause, and remedy ! Behavior that you observed! Consequences of behavior that you observed
Service Desk (Oil) Module 6-19
Incidents (Oil) Application
High Context Tab
Incidents (Oil) Actions
The Incidents (Oil) application has the following industry-specific action:
! Create Investigation
For information about this action, refer to the Incidents (Oil) help.
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Solutions (Oil) Application
Solutions (Oil) Application
Purpose You use the Solutions (Oil) application to create and manage solution records. A solution is a predefined response to a commonly asked question or problem or a lesson learned from an after action review. A solution record defines a symptom, a cause, and a resolution.
Tabs
The Solutions (Oil) application has the following new or enhanced tabs:
! Solution! Ownership! Benefits! Log! Related Records
Solution Tab
You use the Solution tab in the Solutions (Oil) application to create and manage solution records. A solution is a predefined response to a commonly asked question or problem or a lesson learned from an after action review.
The Solution tab has the following industry-specific fields:
! Is Lesson Learned?! Solution Category! Originating Site
For information about these fields, place the cursor in the field and press Alt + F1.
Service Desk (Oil) Module 6-21
Solutions (Oil) Application
Solution Tab
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Solutions (Oil) Application
Ownership Tab
You use the Ownership tab in the Solutions (Oil) application to specify the following information:
! The originator of a solution! The person or group that owns the solution ! Whether the solution is a global, regional, or local solution! Approval by the owner or owner group! Approval at the global, regional, or local level
Ownership Tab
Benefits Tab
You use the Benefits tab in the Solutions (Oil) Application to add, view, and modify the estimated costs and benefits of a solution. You can associate multiple benefits with a solution.
Benefits Tab
Service Desk (Oil) Module 6-23
Solutions (Oil) Application
Log Tab
You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.
Related Records Tab
You use the Related Records tab of the Solutions (Oil) application to associate related tickets and work orders with a solution record.
Solutions (Oil) Actions
The Solutions (Oil) application has the following industry-specific action:
! View Investigations
6-24 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Overview The Work Orders module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.
The Work Orders module contains the following Oil & Gas-specific applications:
Quick Reporting (Oil) Application
Purpose You use the Quick Reporting (Oil) application to create work orders that do not require planning, and to report actuals, equipment downtime, failure reporting, and meter readings against open work orders. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed. You can associate a regulation you created in the Regulatory Compliance (Oil) application with an asset using the Regulations tab. You can create work orders in several Maximo applications.
Tabs
The Quick Reporting (Oil) application has the following new tab:
! Regulations Tab
Regulations Tab
You use the Regulations tab to associate regulations with this work order. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this work order. Also, the Regulations table window contains the Applies to Work Order check box.
Work Orders Module 7Application Oil & Gas Function
Quick Reporting (Oil) Associate regulations with work orders.
Work Order Tracking (Oil) View information about the location on work orders, and associate conditions for work, reasons for work, and regulations with work orders.
© Copyright IBM Corp. 2007 7-1
Work Order Tracking (Oil) Application
Regulations Tab
Quick Reporting (Oil) Actions
Quick Reporting (Oil) has the following industry-specific action:
! Select Regulations
For information about this action, refer to the Quick Reporting (Oil) help.
Work Order Tracking (Oil) Application
Purpose You use the Work Order Tracking (Oil) application to plan, review, and approve work orders for assets and locations. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed.
The Work Order Tracking (Oil) application lets you perform the following industry-specific tasks:
! View location information associated with the work order that you entered on the Location Details and Operating Context tabs in the Locations (Oil) application on the Work Order Work Details tab.
! Indicate if must review this work order via the Review Required? check box on the Work Order Work Details tab.
! Associate a regulation that you created in the Regulatory Compliance (Oil) application with a work order.
! Associate a condition for work that you created in the Condition for Work (Oil) application with a work order.
! Associate a reason for work that you created in the Prioritization Matrix (Oil) application with a work order.
! Edit a reason for work associated with a work order.
7-2 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Work Order Tracking (Oil) Application
Tabs
The Work Order Tracking (Oil) application has the following enhanced tab:
! Work Order
The Work Order Tracking (Oil) application has the following new tabs:
! Work Details! Regulations
Work Order Tab
The Work Order tab has the following new fields:
! Condition for Work! Reason for Work! Reason for Work Description! Function! Matrix Index! Matrix Priority! Matrix Priority Overridden?! Matrix Priority Overridden Code! Target Dates Overridden?
For information about fields, place the cursor in the field and press Alt + F1.
Work Details Tab
You use the Work Details tab to view information from the Location Details and Operating Context tabs in the Locations (Oil) application. The Work Details tab contains the following information about the physical location associated with this work order:
! operating context! access! area classification
You also can use the Review Required? check box to indicate if a review of this work order is required before someone can complete it.
Work Orders Module 7-3
Work Order Tracking (Oil) Application
Work Details Tab
Regulations Tab
You use the Regulations tab to associate regulations with this work order. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this work order. Also, the Regulations table window contains the Applies to Work Order check box.
Regulations Tab
Work Order Tracking (Oil) Actions
The Work Order Tracking (Oil) application has the following industry-specific action:
! Select Regulations
7-4 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
Overview This chapter lists new industry-specific database tables and their columns. It also lists new columns added to existing Maximo database tables.
JOBPLAN Table
LOCATIONS Table
Oil & Gas Database Tables and Columns 8
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGCFWNUM 0 UPPER 12
PLUSGIMPROVEPLAN 1 YORN 1
PLUSGRFWID 0 INTEGER 12
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGACCESSREQ 0 ALN 12
PLUSGBENNUM 0 UPPER 12
PLUSGCOMCRIT 1 YORN 1
PLUSGDRAWINGREF 0 ALN 16
PLUSGENVCRIT 1 YORN 1
PLUSGEXREGISTERED 1 YORN 1
PLUSGFIREZONE 0 ALN 12
PLUSGFUNCTION 0 UPPER 16
PLUSGHAZAREACLASS 0 ALN 12
PLUSGHAZAREADWG 0 ALN 14
PLUSGISOLEVELBUS 0 ALN 20
PLUSGISOLEVELIND 0 ALN 20
PLUSGISOLEVELINSTN 0 ALN 24
PLUSGISOLEVELPLANT 0 ALN 24
PLUSGISOLEVELSEC 0 ALN 24
PLUSGISOLEVELSYS 0 ALN 24
PLUSGISO14224BUS 0 ALN 20
PLUSGISO14224IND 0 ALN 20
PLUSGISO14224INSTN 0 ALN 24
© Copyright IBM Corp. 2007 8-1
PLUSGISO14224PLANT 0 ALN 24
PLUSGISO14224SEC 0 ALN 24
PLUSGLATITUDE 0 ALN 12
PLUSGLOCREFERENCE 0 ALN 12
PLUSGLONGITUDE 0 ALN 12
PLUSGLOSSQUANTITY 0 AMOUNT 10
PLUSGLOSSUNITS 0 UPPER 8
PLUSGMAINSTRATEGY 0 ALN 20
PLUSGNORMALOPMODE 0 ALN 12
PLUSGOPCATEGORY 0 ALN 12
PLUSGOPMANUALREF 0 ALN 10
PLUSGOUTAGECONSEQ 0 ALN 20
PLUSGPANDIDNUMBER 0 ALN 24
PLUSGPERMITREQ 1 YORN 1
PLUSGPERMITTYPE 0 ALN 15
PLUSGPHYSLOC 0 ALN 100
PLUSGRBICODE 0 ALN 15
PLUSGREPLACECOST 0 AMOUNT 10
PLUSGRISKASSESSED 1 YORN 1
PLUSGRISKLEVEL 0 SMALLINT 10
PLUSGRISKMETHOD 0 ALN 12
PLUSGRISKTYPE 0 ALN 10
PLUSGSAFETYCRIT 1 YORN 1
PLUSGSAFINTEGLEV 0 SMALLINT 10
PLUSGSLDNO 0 ALN 14
PLUSGSOLOMONEQUIP 0 ALN 25
PLUSGSOLOMONPLANT 0 ALN 4
COLUMN REQUIRED MAXTYPE LENGTH
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ORGANIZATION Table
PERSON Table
PLUSGACTBENEFIT Table
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGADDASSETSPEC 1 YORN 1
PLUSGADDFAILCODE 1 YORN 1
PLUSGASLASTRUN 0 INTEGER 12
PLUSGFCLASTRUN 0 INTEGER 12
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGADDCONTACTDET 0 ALN 200
PLUSGRCFAAPPROVER 1 YORN 1
PLUSGSOLNAPPROVER 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
ACTBEN 1 AMOUNT 10
ACTBENUNITS 0 UPPER 8
ACTLABCOST 0 AMOUNT 10
ACTMATCOST 0 AMOUNT 10
ACTSERVCOST 0 AMOUNT 10
ACTTOOLCOST 0 AMOUNT 10
FINALCOST 0 AMOUNT 10
ORGID 0 UPPER 8
PLUSGACTBENEFITID 1 INTEGER 12
PLUSGBENEFITID 0 INTEGER 12
REMARKS 0 ALN 200
SITEID 0 UPPER 8
TASKID 0 INTEGER 12
WONUM 1 UPPER 10
Oil & Gas Database Tables and Columns 8-3
PLUSGASSETREG Table
PLUSGBENEFIT Table
COLUMN REQUIRED MAXTYPE LENGTH
ASSETNUM 0 UPPER 12
ORGID 0 UPPER 8
PLUSGASSETREGID 1 INTEGER 12
PLUSGREGULATIONID 0 INTEGER 12
REGULATIONID 1 UPPER 8
SITEID 0 UPPER 8
WODEFAULT 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
ASSETUID 0 INTEGER 12
BENCALCMETHOD 0 ALN 8
BENNUM 1 UPPER 12
BENQUANTITY 0 INTEGER 12
BENREF 0 ALN 12
BENUNITS 0 UPPER 8
COSTESTCLASS 0 SMALLINT 10
DESCRIPTION 0 ALN 100
ESTBENEFIT 0 AMOUNT 10
ESTBENUNITS 0 UPPER 8
ESTCOST 0 AMOUNT 10
HASLD 1 YORN 1
IMPACTTYPE 0 ALN 8
IMPREQD 1 YORN 1
ISBENANDLOSS 1 YORN 1
ISESTLOSS 1 YORN 1
ISMEASBENEFIT 1 YORN 1
ISREPEATLOSS 1 YORN 1
LANGCODE 1 UPPER 4
LASTUPDATEDATE 0 DATE 4
LOCATIONSID 0 INTEGER 12
LOSSIND 0 ALN 16
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LOSSQUANTITY 0 AMOUNT 10
LOSSSOURCE 0 ALN 16
LOSSTYPE 0 ALN 16
LOSSUNITS 0 UPPER 8
OBSERVEDDATE 0 DATETIME 10
ORGID 0 UPPER 8
PERIOD 0 INTEGER 12
PERIODUNITS 0 UPPER 8
PLUSGBENEFITID 1 INTEGER 12
POTENTIALLOSS 1 YORN 1
PRICEUNITS 0 UPPER 8
PRODIMPACT 1 YORN 1
RELATEDKPI 0 UPPER 15
RELMEASPOINT 0 UPPER 8
RELMETER 0 UPPER 10
REPORTEDDATE 0 DATETIME 10
SITEID 0 UPPER 8
STATUS 1 UPPER 8
STATUSDATE 1 DATETIME 10
TYPE 0 ALN 20
UNITPRICE 0 AMOUNT 10
COLUMN REQUIRED MAXTYPE LENGTH
Oil & Gas Database Tables and Columns 8-5
PLUSGCFW Table
PLUSGIMPROVE View
COLUMN REQUIRED MAXTYPE LENGTH
ASSOCCFWNUM1 0 UPPER 12
ASSOCCFWNUM2 0 UPPER 12
CFWNUM 1 UPPER 12
DESCRIPTION 0 ALN 100
FUNCTN 0 UPPER 16
HASLD 1 YORN 1
LANGCODE 1 UPPER 4
ORGID 0 UPPER 8
PLUSGCFWID 1 INTEGER 12
SITEID 0 UPPER 8
STATUS 1 UPPER 8
STATUSDATE 1 DATETIME 10
TYPE 0 ALN 12
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGANALYSISMETH 0 ALN 20
PLUSGBENNUM 0 UPPER 12
PLUSGCFWNUM 0 UPPER 12
PLUSGCOMCRIT 1 YORN 1
PLUSGCRITTOQUAL 1 YORN 1
PLUSGDEFECTKPI 0 UPPER 15
PLUSGDEFECTMETER 0 UPPER 10
PLUSGDEFECTREF 0 UPPER 10
PLUSGDEFMEASPT 0 UPPER 8
PLUSGDEFMEASREQ 1 YORN 1
PLUSGENVCRIT 1 YORN 1
PLUSGESTATAPPRBEN 0 AMOUNT 10
PLUSGESTATAPPRCOST 0 AMOUNT 10
PLUSGFUNCTION 0 UPPER 16
PLUSGIMPTYPE 0 ALN 16
PLUSGLOSSQUANTITY 0 AMOUNT 10
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PLUSGJOBPLANREG Table
PLUSGLOSSUNITS 0 UPPER 8
PLUSGMATRIXINDEX 0 INTEGER 12
PLUSGMATRIXPRIOR 0 INTEGER 12
PLUSGMEASTYPE 0 ALN 16
PLUSGMISSIONSTMT 0 ALN 400
PLUSGMPOVERRIDE 1 YORN 1
PLUSGMPOVERRIDECOD 0 ALN 12
PLUSGPROBLEMSTMT 0 ALN 400
PLUSGPROJECTPHASE 0 ALN 16
PLUSGPROJECTTYPE 0 ALN 16
PLUSGREVIEWED 1 YORN 1
PLUSGREVIEWREQ 1 YORN 1
PLUSGRFWNUM 0 UPPER 12
PLUSGSAFETYCRIT 1 YORN 1
PLUSGTARGETDEFRT 0 AMOUNT 10
PLUSGTEAMLEADID 0 UPPER 30
PLUSGTGTDATEMOD 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
JPNUM 0 UPPER 10
ORGID 0 UPPER 8
PLUSGJOBPLANREGID 1 INTEGER 12
PLUSGREGULATIONID 0 INTEGER 12
REGULATIONID 1 UPPER 8
SITEID 0 UPPER 8
WODEFAULT 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
Oil & Gas Database Tables and Columns 8-7
PLUSGLISTIMPBEN Table
PLUSGLISTTEAM Table
COLUMN REQUIRED MAXTYPE LENGTH
COSTESTCLASS 0 SMALLINT 10
ESTBEN 1 AMOUNT 10
ESTBENUNITS 0 UPPER 8
ESTCOST 0 AMOUNT 10
ESTLABCOST 0 AMOUNT 10
ESTMATCOST 0 AMOUNT 10
ESTSERVCOST 0 AMOUNT 10
ESTTOOLCOST 0 AMOUNT 10
ORGID 0 UPPER 8
PLUSGBENEFITID 0 INTEGER 12
PLUSGLISTIMPBENID 1 INTEGER 12
REMARKS 0 ALN 200
SITEID 0 UPPER 8
TASKID 0 INTEGER 12
WONUM 1 UPPER 10
COLUMN REQUIRED MAXTYPE LENGTH
ORGID 1 UPPER 8
PLUSGLISTTEAMID 1 INTEGER 12
SITEID 1 UPPER 8
TEAMMEMBER 1 UPPER 30
WONUM 1 UPPER 10
8-8 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
PLUSGLOCREG Table
PLUSGLSTATTENDEE Table
PLUSGMATRIXLIST Table
COLUMN REQUIRED MAXTYPE LENGTH
LOCATION 0 UPPER 12
ORGID 0 UPPER 8
PLUSGLOCREGID 1 INTEGER 12
PLUSGREGULATIONID 0 INTEGER 12
REGULATIONID 1 UPPER 8
SITEID 0 UPPER 8
WODEFAULT 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
PERSONID 1 UPPER 30
PLUSGLSTATTENDEEID 1 INTEGER 12
TICKETID 1 UPPER 10
COLUMN REQUIRED MAXTYPE LENGTH
ASSETLOCPRIORITY 1 INTEGER 12
FUNCTN 1 UPPER 16
MATRIXINDEX 1 INTEGER 12
MATRIXPRIORITY 1 INTEGER 12
ORGID 1 UPPER 8
PLUSGMATRIXLISTID 1 INTEGER 12
RFWNUM 1 UPPER 12
Oil & Gas Database Tables and Columns 8-9
PLUSGRCFARESULTS Table
COLUMN REQUIRED MAXTYPE LENGTH
ACTIONREQD 1 YORN 1
CAUSE 1 UPPER 8
CAUSEAGREED 1 YORN 1
CAUSEAGREEDBY 0 UPPER 30
CAUSEOWNER 0 UPPER 30
CAUSEPRIORITY 0 SMALLINT 10
CAUSETYPE 0 ALN 16
DESCRIPTION 0 ALN 50
EVIDENCE 0 ALN 100
HASLD 1 YORN 1
IMPREQD 1 YORN 1
LANGCODE 1 UPPER 4
PLUSGRCFARESULTSID 1 INTEGER 12
REMEDY 0 ALN 20
SOLUTION 0 UPPER 8
TICKETID 1 UPPER 10
8-10 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
PLUSGREGULATION Table
COLUMN REQUIRED MAXTYPE LENGTH
APPLIESTO 1 ALN 10
AUTHORITY 0 ALN 36
COUNTRY 0 ALN 36
DESCRIPTION 0 ALN 50
EXPIRATIONDATE 0 DATE 4
EXTERNALSYSREF 0 ALN 18
HASLD 1 YORN 1
INSURANCEREQ 1 YORN 1
LANGCODE 1 UPPER 4
NUM 0 ALN 10
ORGID 0 UPPER 8
OWNER 0 UPPER 30
PLUSGREGULATIONID 1 INTEGER 12
REGION 0 ALN 36
REGULATIONID 1 UPPER 8
SAFETYCASE 1 YORN 1
SAFETYCASEREF 0 ALN 16
SITEID 0 UPPER 8
STATUS 1 UPPER 8
STATUSDATE 1 DATETIME 10
SUBSECTION 0 ALN 10
TYPE 0 ALN 14
VALIDFROM 1 DATE 4
Oil & Gas Database Tables and Columns 8-11
PLUSGRELATEDREC
PLUSGRFW Table
COLUMN REQUIRED MAXTYPE LENGTH
CLASS 1 UPPER 16
ORGID 0 UPPER 8
PLUSGRELATEDRECID 1 INTEGER 12
RECORDKEY 1 INTEGER 12
RELATEDRECCLASS 1 UPPER 16
RELATEDRECKEY 1 UPPER 10
RELATEDRECORGID 0 UPPER 8
RELATEDRECSITEID 0 UPPER 8
RELATETYPE 1 UPPER 18
SITEID 0 UPPER 8
COLUMN REQUIRED MAXTYPE LENGTH
DESCRIPTION 0 ALN 100
DISPLAYSEQUENCE 0 SMALLINT 10
FUNCTN 1 UPPER 16
HASLD 1 YORN 1
LANGCODE 1 UPPER 4
ORGID 1 UPPER 8
PLUSGRFWID 1 INTEGER 12
RFWNUM 1 UPPER 12
STATUS 1 UPPER 8
STATUSDATE 1 DATETIME 10
8-12 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
PLUSGSOLNBENLIST Table
PLUSGSOLUTIONLST Table
PLUSGWOREG Table
COLUMN REQUIRED MAXTYPE LENGTH
ESTBENEFIT 0 AMOUNT 10
ESTBENUNITS 0 UPPER 8
ESTCOST 0 AMOUNT 10
PLUSGBENEFITID 0 INTEGER 12
PLUSGSOLNBENLISTID 1 INTEGER 12
SOLUTION 1 UPPER 8
COLUMN REQUIRED MAXTYPE LENGTH
ISDEFAULT 1 YORN 1
PLUSGSOLUTIONLSTID 1 INTEGER 12
SOLUTION 1 UPPER 8
TICKETID 1 UPPER 10
COLUMN REQUIRED MAXTYPE LENGTH
ORGID 0 UPPER 8
PLUSGREGULATIONID 0 INTEGER 12
PLUSGWOREGID 1 INTEGER 12
REFAPP 1 ALN 10
REFERENCENUM 1 UPPER 50
REGAPPLIESTOWO 1 YORN 1
REGULATIONID 1 UPPER 8
SITEID 0 UPPER 8
Oil & Gas Database Tables and Columns 8-13
SOLUTION Table
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGADDCONTACTINF 0 ALN 200
PLUSGAPPBYGLOBAL 0 UPPER 30
PLUSGAPPBYLOCAL 0 UPPER 30
PLUSGAPPBYOWNGRP 0 UPPER 30
PLUSGAPPBYREG 0 UPPER 30
PLUSGEXPIRESDATE 0 DATETIME 10
PLUSGGLOBALAPP 1 YORN 1
PLUSGGLOBALAPPDATE 0 DATETIME 10
PLUSGISGLOBALSOLN 1 YORN 1
PLUSGISLESSLEARNED 1 YORN 1
PLUSGISLOCALSOLN 1 YORN 1
PLUSGISREGSOLN 1 YORN 1
PLUSGLOCALAPP 1 YORN 1
PLUSGLOCALAPPDATE 0 DATETIME 10
PLUSGORIGEMAIL 0 ALN 50
PLUSGORIGINSITE 0 UPPER 8
PLUSGORIGORG 0 UPPER 8
PLUSGORIGPHONE 0 ALN 20
PLUSGORIGSITE 0 UPPER 8
PLUSGOWNER 0 UPPER 30
PLUSGOWNERAPP 1 YORN 1
PLUSGOWNERAPPDATE 0 DATETIME 10
PLUSGOWNERGROUP 0 UPPER 8
PLUSGOWNERGROUPAPP 1 YORN 1
PLUSGOWNGRPAPPDATE 0 DATETIME 10
PLUSGREGAPPDATE 0 DATETIME 10
PLUSGREGIONALAPP 1 YORN 1
PLUSGREPDATE 0 DATETIME 10
PLUSGSOLNREF 0 UPPER 8
PLUSGSOLORIGINATOR 0 UPPER 30
PLUSGSOLUTIONCAT 0 ALN 20
PLUSGVALIDFROM 0 DATETIME 10
8-14 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
TICKET Table
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGAARDATE 0 DATE 4
PLUSGAARFACIL 0 UPPER 30
PLUSGAARLEAD 0 UPPER 30
PLUSGAARREFNO 0 ALN 16
PLUSGACCEPTINC 1 YORN 1
PLUSGANALYSISCOMP 1 YORN 1
PLUSGAPPROVALDATE 0 DATE 4
PLUSGBEHAVCONSEQ 0 ALN 250
PLUSGBEHAVOBSERV 0 ALN 250
PLUSGBENEFITID 0 INTEGER 12
PLUSGDEFECTELIM 1 YORN 1
PLUSGDEFECTREF 0 ALN 24
PLUSGDEFECTTYPE 0 ALN 16
PLUSGEXTINCREF 0 ALN 20
PLUSGHIGHCONTEXT 1 YORN 1
PLUSGINCCONTEXT 0 ALN 250
PLUSGINCIMPACT 0 ALN 16
PLUSGINCREVBY 0 UPPER 30
PLUSGINCTYPE 0 ALN 16
PLUSGINITDATE 0 DATE 4
PLUSGINVESTLEAD 0 UPPER 30
PLUSGINVESTREQD 1 YORN 1
PLUSGISDEFECT 1 YORN 1
PLUSGISINVESTIG 1 YORN 1
PLUSGISLESSLEARNED 1 YORN 1
PLUSGISLOCAL 1 YORN 1
PLUSGISREGIONAL 1 YORN 1
PLUSGISREVIEWREQD 1 YORN 1
PLUSGKNOWAREA 0 ALN 20
PLUSGMANRCFA 1 YORN 1
PLUSGNEWCLASS 0 ALN 254
PLUSGRCFAACTLDATE 0 DATE 4
Oil & Gas Database Tables and Columns 8-15
PLUSGRCFAANYSTYPE 0 ALN 18
PLUSGRCFAAPP 1 YORN 1
PLUSGRCFAAPPBY 0 UPPER 30
PLUSGRCFALEAD 0 UPPER 30
PLUSGRCFAREQBY 0 ALN 18
PLUSGRCFATARGDATE 0 DATE 4
PLUSGRELATETOLOCAL 1 YORN 1
PLUSGRELTOREGIONAL 1 YORN 1
PLUSGREPORTABLE 1 YORN 1
PLUSGROOTCAUSEIDEN 1 YORN 1
PLUSGSTRATEGIC 1 YORN 1
PLUSGSUGGCAUSE 0 ALN 20
PLUSGSUGGESTCLASS 0 UPPER 20
PLUSGSUGGREMEDY 0 ALN 20
PLUSGWHATACTUAL 0 ALN 250
PLUSGWHATHAPP 0 ALN 250
PLUSGWHYDIFF 0 ALN 250
COLUMN REQUIRED MAXTYPE LENGTH
8-16 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
WORKORDER Table
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGANALYSISMETH 0 ALN 20
PLUSGBENNUM 0 UPPER 12
PLUSGCFWNUM 0 UPPER 12
PLUSGCOMCRIT 1 YORN 1
PLUSGCRITTOQUAL 1 YORN 1
PLUSGDEFECTKPI 0 UPPER 15
PLUSGDEFECTMETER 0 UPPER 10
PLUSGDEFECTREF 0 UPPER 10
PLUSGDEFMEASPT 0 UPPER 8
PLUSGDEFMEASREQ 1 YORN 1
PLUSGENVCRIT 1 YORN 1
PLUSGESTATAPPRBEN 0 AMOUNT 10
PLUSGESTATAPPRCOST 0 AMOUNT 10
PLUSGFUNCTION 0 UPPER 16
PLUSGIMPTYPE 0 ALN 16
PLUSGLOSSQUANTITY 0 AMOUNT 10
PLUSGLOSSUNITS 0 UPPER 8
PLUSGMATRIXINDEX 0 INTEGER 12
PLUSGMATRIXPRIOR 0 INTEGER 12
PLUSGMEASTYPE 0 ALN 16
PLUSGMISSIONSTMT 0 ALN 400
PLUSGMPOVERRIDE 1 YORN 1
PLUSGMPOVERRIDECOD 0 ALN 12
PLUSGPROBLEMSTMT 0 ALN 400
PLUSGPROJECTPHASE 0 ALN 16
PLUSGPROJECTTYPE 0 ALN 16
PLUSGREVIEWED 1 YORN 1
PLUSGREVIEWREQ 1 YORN 1
PLUSGRFWNUM 0 UPPER 12
PLUSGSAFETYCRIT 1 YORN 1
PLUSGTARGETDEFRT 0 AMOUNT 10
PLUSGTEAMLEADID 0 UPPER 30
Oil & Gas Database Tables and Columns 8-17
WPEDITSETTING Table
PLUSGTGTDATEMOD 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
PLUSGEDITBENEFIT 1 YORN 1
COLUMN REQUIRED MAXTYPE LENGTH
8-18 IBM Maximo for Oil and Gas: Maximo Userís Guide Addendum
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