MAXIMOCreating Workorders

12/1/06

• OBJECTIVES• To create a

Maximo work order for water, sewer and reclaim work

• Put in correct information

Logging into Maximo“Double Click on Maximo 4i”

Click on “Work Order icon”, then click on “Work Order Tracking”

To create a new work orderClick paper icon with plus

This step will generate a new work order number

New work order number is now created.

Tab once to fill in short description field & click in WO

priority and fill in correctly

Use the tab key to advance to the location field, right mouse click, and go to hyperlink, left

click once

Tab to the second fieldType in house number, space, 1st letter of street name or 1st number,% - Click on

globe address choices will appear

If you have house number but not street nameType in house number then %, no space

Highlight the address you are looking for, click ok or double

click on the address

Operating location screen will populate with location and address

Click on the Return/Select icon. This is the icon with red arrow and

two boxes

Tab once and address will fill in on the work order and bring you to the equipment field.

Tab to Equipment field

Enter the Hydrant ID number15HN-WH0256

NOTE: When you are in the equipment field

• If the work being performed is for a meter you would enter the meter number starting with 0. Example: 044438961 - 9 digits long. If the work being performed does not involve a meter, delete the meter number.

• If the work being performed is sewer you would enter the manhole ID number. 1) Example: 15HN-SM1003.

Tab once out of field and a prompt will appear.

Choose NO

If prompt says “Change GL to……”Choose YES

The next step is to check the GL account

Verify GL Account

• The first 3 digits will be 0560 (Utilities Serv) Example: 0560-

• The next 7 numbers will indicate the North or South location of the job being done

6111200 – North & South Example: 0560-6111200-

• The next 7 spaces will be all question marksExample: 0560-6111200-???????-

• The last field of numbers will indicate what type of job.

• See the following page for GL’S

Continue filling in fields

• Click on Work Type Field. Fill in appropriate response. EM = Emergency Maintenance PM = Preventive Maintenance CM = Corrective Maintenance

• Initiating Dept: GMD

• Route to: GMD

• Route to Division/MRC: NGMD or SGMD.

• System: Water, Sewer, Reclaim

Example: filling in fields

Click on JOB PLAN

Job plan is work to be performed

Job Plan cont.

• Type in JP followed by proper job plan number from list. Also, include size if appropriate for job. (Example: JP400/0075

• Note: Before you enter job plan make sure you have a job plan list that indicated which jobs have sizes associated with them.

Click on failure class field

Failure Class Cont.

• Check to see if appropriate failure class has filled in. Some equipment may default to proper failure class.

• If appropriate class is not filled in click on arrow that is in box in the field marked “Failure Class” above “Problem Code”. Scroll till you find appropriate choice. Click on the line of choice and click on OK.

Example: Failure Class

Problem Code

• Repeat same procedure as Failure class by clicking on arrow in field. Choose appropriate code.

• Tab to “Target date” field under Scheduling Information. Fill in appropriate date. Note: Work order can not be approved without a target date.

Example: Failure class & Problem code

SUPERVISOR & LEAD CRAFT/PERSON

• Tab and fill in appropriate supervisors name. First initial last name. Example: Dbrown

• Tab and fill in appropriate lead craft/person. Same as supervisor, first initial and then last name.

If your not sure of spelling or correct initial. Click in lead craft box, right click.

Click on hyperlink.

Tab to second field. Put %name%. If you only know part of the

name put partial name.

Click on globe for choices

Double click on name or hit OK

Return/select choice to front screen. Click on the two boxes

with red arrow

Look over work order and verify all information is filled in before putting work order in Approval or Inprogress

If you are approving the work order, click on icon that looks like a red check

mark

Click OK if work order is ready to be approved

To put a work order in progress. Click on the icon that looks like a stop light

Initiate means to put the work in progress. Click OK to print work order

If you want to put a work order in progress but do not want to print.

Click on check mark next to print work order and leave blank

Completed work order