Return to flip book view

Maximo Essentials for Planning and SchedulingTraining OutlineLEVERAGE MAXIMO FOR EFFICIENCY www.idcon.com 919-947-8764www.trmnet.com

Navigation in MaximoUser experience based on security permissionsMaster DataINTRODUCTION (1 HR)Your Planners, Maintenance Supervisors, OperationsMaintenance Coordinators, and Schedulers need tobe efficient in their use of Maximo in their role. Thiscourse gives them the knowledge they need. This practical training courseteaches the essentials that willimprove the knowledge and useof Maximo.Service Desk vs Self-serviceCreating Service RequestsOwner/Owner Group Search for Service Request RecordsUpdate statuses of Service RequestSubmit Communication LogsCOURSE OBJECTIVES& BENEFITSRECOMMENDEDATTENDEESTRAINING OUTLINE Planners using MaximoMaintenance SupervisorsMaintenance SchedulersOperations MaintenanceCoordinatorsMAXIMO ESSENTIALS FOR PLANNING AND SCHEDULINGWORK IDENTIFICATION (1 HRS)www.idcon.com919-947-8764WORK PRIORITIZATION AND APPROVAL (1.5 HRS) Verify and change prioritiesCommunicating with originator for information orcancellation of Service requestSubmission of communication logCancel Service Requests and updating StatusOverview of resolving internal priorities and workestimatesCreate a Work Order from a Service RequestWhat’s the difference between Service Requests andWork Orders?Preparing for the planning prioritization meetingwww.trmnet.com Contact Us send

MAXIMO ESSENTIALS FOR PLANNING AND SCHEDULINGSCHEDULE WORK (2 HRS)Create Safety Plans Add Standard Job Plan to Work OrderStandard Revise Job PlanOverview of use of resources Review inventory set-up with Item MasterRecord Add parts to inventory Request Material on Work Order Systemand review of Inventory UsageReview Direct Issue vs. Direct PurchaseAdd service requirements Reserve tools for a work orderAssemble Work Order/Job Packages Update status to scheduleTrack inventory repair and returnpumps/motors rotating asset back intoinventoryPLAN WORK (2.5 HRS)Create backlog of planned work to createWeekly ScheduleFinalize and document the WeeklySchedule Create Daily Schedule How Daily Schedule can be posted (printedvs Start Centers) Cancel and/or reschedule work orders notcompletedGraphic Scheduling DemoEnd of Day OneQ & A FROM DAY ONE (1 HR)EXECUTE WORK (1 HR)Review Job PackagePick up staged parts and tools identifiedon work ordersUpdate Work Order Statuses to initiatework startReturn unused inventoryReturn tools RECORD WORK (2 HRS)Failure reporting Work logs Record labor actualsRecord materials actuals and toolsComplete actual dates Originate follow up service requestsRevise Job plan based on feedback formUpdate status of Work Order to Fieldcomplete Day TwoBACKLOG MANAGEMENT (1 HR)Create sort of backlog Process and cleanup of Work Ordersafter the Backlog MeetingDiscuss Resource Applications Users Calculate crew weeks of backlog bytrade Preparations for Backlog ResourceMeeting to review backlog vs crewweekswww.idcon.com 919-947-8764www.trmnet.com

MAXIMO ESSENTIALS FOR PLANNING AND SCHEDULINGREPAIR AND RETURN PARTS (.5 HR)Review approval process and identificationof approvers Identify Work Orders for approval BUDGET APPROVAL (.5 HR)IDCON can customize any of ourtraining courses for your plant andprovide the coaching andimplementation support to ensureyour organization really uses theprocesses to garner the bestresults. Leadership and OrganizationReliability and MaintenanceAssessmentsPlanning and schedulingimprovementPreventive MaintenanceEssential Care and ConditionMonitoringOperator Essential CareMaterials and Spare PartsManagementRoot Cause ProblemEliminationImproving equipment data andtechnical databaseON-SITE TRAINING ANDIMPLEMENTATIONSUPPORTDiscuss concept of Rotating assetsReview process for sending parts/rotatingassets out for rebuildKITTING INVENTORY ITEMS (.5 HR)Preparation for inventory items and toolsby work order (IAS vs Inventory UsageRecords)Identify location of staged items and tools EMERGENCY WORK (1.5 HR)Define emergencyAssign correct priorities for emergency workReview emergency processDocument emergency work www.idcon.com 919-947-8764www.trmnet.com