Generate an Entity Relationship (ERD) Document for Maximo

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Few important and usefull Maximo system properties and their functions

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Edit Mode option for SR, WO etc applications in Maximo / ICD / SCCD / MAS

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Use of Edit mode in Maximo / ICD / MAS

In the SR, WorkOrder like applications, you may find that the first button in the toolbar is a pencil icon, this enables editing of the record. If you do have a blue pencil button, then the fields in the application will be read-only.

As an administrator, you would know if your users were trying to update the same record, because one of them would be receiving the error message – “BMXAA4200E – Record has been updated by another user”, and they would be asking you why this was happening.

Edit Mode can be enabled on an application if the same record is likely to be updated by different users at the same time.

You can enable edit mode from the Application Designer application once the application has been loaded. The Edit Mode Enabled check box can be enabled/disabled as required.

If you have an edit mode enabled application and you try to perform an action without first going into edit mode you will receive an error message something like “BMXAA8973E – Your credentials do not have rights to edit this document (SR : Class=SR Service Request=XXXX). Turn on edit mode, or contact your administrator to continue.”.

The pencil icon in the toolbar on the Service Requests application will allow you to go into edit mode for the record. It changes the toolbar button to a green pencil with a border. Notice many of the fields can now be edited, they are no longer read-only. This remains until you use the Release Edit Mode button (pencil icon). The pencil button therefore just toggles on/off edit mode for the record. The Next Record and Previous Record buttons will also toggle off edit mode, as would returning to the List tab of the application.

From the List tab of the application there is a rather faint symbol next to the service requests which are in edit mode. If you hover over the symbol, you’ll see who is currently editing the record – “User <Manoj Gupta> is editing the record”. I am logged in as <Mohit> Redding on another browser, Mohit will not be able to go into Edit Mode for service request XXXX until <Manoj Gupta> has released it.

To see this, you have to be logged-in on a second browser session.

Note: - Remember, returning to the List tab will release edit mode.

If you find that a record seems to have got stuck in Edit Mode, there is an application called Record Release found in the Administration module. Here you can filter for the record by the application’s main object and name of user, there should only be one record, then you can select it and use the Release Edit Mode button. The padlock button at the end of the row does this in one action.

You cannot filter by the Service Request number (TICKETID) as the record uses the internal record number for the objects, you tend not to be able to see these in Maximo applications.

Be careful how you use this, as if Mike Wilson was in the middle of writing War and Peace in the Details (long description) of the Service Request then when he comes to save he will be returned to the error we saw before “BMXAA8973E – Your credentials do not have rights to edit this document (SR : Class=SR Service Request=XXXX). Turn on edit mode, or contact your administrator to continue.” He might be able to copy the text he was writing, but it is likely he will lose some of the changes he was going to make.

Note:- Save often, it does not pull you out of Edit Mode.

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Overview of some applications form IBM Maximo (IBM MAS)

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Contracts:- Applications to manage contracts with vendors.

Labor Rate Contracts:- Used to define labor rates to be paid to specific crafts and skills when hiring workers.
Lease/Rental Contracts:- Used to define the terms and conditions and payment information for lease or rental agreements for rotating assets, including information technology assets.
Master Contracts:- Used to define the contractual relationship with a vendor. A master contract links all contracts with the vendor, as well as containing the terms and conditions that apply to the associated contracts.
Purchase Contracts:- Used to create, modify, and view contracts for items or services with outside vendors. You can include detailed information about a contract's shipping and financial terms, contact information, item and service pricing, and delivery times.
Terms and Conditions:- Used to enter and maintain a library of terms and conditions to be used on contracts and purchasing documents. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.
Warranty Contracts:- Used to create warranty and service contracts where vendors maintain one or more assets for a fixed fee, or regularly scheduled payment over a time period; or to track warranty information for multiple assets or locations by time or meter.

Deployed Asset:- Applications to view information about deployed information technology (IT) assets.

Computers:- Used to view data about specific computers deployed at your company.
Network Devices:- Used to view information about deployed network devices such as routers, switches, and hubs.
Network Printers:- Used to view information about deployed network printers.

Inventory:- Applications to manage item and tool inventory.

Condition Codes:- Used to define the codes used to describe the condition of items.
Inventory:- Used to manage items in inventory, including tracking stock levels, reordering items, and tracking rotating assets.
Issues and Transfers:- Used to issue stock from inventory (with or without a work order), and to transfer stock from one storeroom location to another.
Item Master:- Used to define inventory items and add them to a storeroom’s stock list.
Service Items:- Used to define services that your company requisitions, either as part of the purchasing process, or as part of a work order.
Stocked Tools:- Used to manage tool inventory.
Storerooms:- Used to define storeroom locations and view a read-only list of items stocked at each storeroom location.
Tools:- Used to define tools and add them to storerooms.

Planning:- Applications to plan how work should be performed.

Job Plans:- Used to create a detailed description of how a job is to be performed and the resources required to complete it.
Routes:- Used to list related work assets (assets and/or locations) that are considered "stops" along an inspection or maintenance route.
Safety Plans:- Used to create a detailed plan of how to service assets or locations safely.

Preventive Maintenance:- Applications to manage preventive maintenance.

Master PM:- Used to create generic preventive maintenance templates.
Preventive Maintenance:- Used to plan periodic, preventive maintenance, and inspections for assets and locations.

Purchasing:- Applications to manage purchasing.

Companies:- Used to manage records for manufacturers, vendors, and other companies that do business with you.
Company Master:- Used to define companies that belong to a Company Set that can be shared by one or more Organizations.
Invoices:- Used to record invoices and match against purchase orders and receipts for approval.
Purchase Orders:- Used to purchase materials or services from an internal supplier or an external vendor.
Purchase Requisitions:- Used to request the ordering of materials or services.
Receiving:- Used to receive materials into inventory and record the receipt of services.
Request for Quotation:- Used to request and manage vendor quotations for prices and delivery information for goods and services.
Terms and Conditions:- Used to enter and maintain a library of terms and conditions to be used on contracts and purchasing documents. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

Resources:- Applications to create records for individuals and groups.

Crafts:- Used to create and manage craft records.
Labor:- Used to create and manage laborer and contractor records.
People:- Used to create and manage records for people who are listed on Maximo records in any capacity.
Person Groups:- Used to create and manage person group records that can be used on escalation, Workflow process and other records.
Qualifications:- Used to create and manage certificate and qualification records.

Safety:- Applications to record safety information.

Hazards:- Used to define hazards that exist in the workplace and define how to eliminate or mitigate them.
Lock Out/Tag Out:- Used to create a detailed description of how to eliminate hazards associated with related assets or locations.
Precautions:- Used to define precautions that can be taken to mitigate hazards in the workplace.
Safety Plans:- Used to create a detailed plan of how to service assets or locations safely.

Work Orders:- Applications to manage work orders, labor assignments, and labor hours.

Assignment Manager:- Use to dispatch urgent work and schedule future work requirements.
Labor Reporting:- Used to report hours worked by labor (employees) or contractors. You can enter hours worked by labor ("timecard" reporting), contract/ vendor, ticket, or work order.
Service Requests:- Used to create records of customer calls or e-mail requesting service.
Quick Reporting:- Used to report work on open work orders and small jobs without pre-existing work orders, or to report equipment downtime that involves no maintenance work.

Work Order Tracking Used to perform every function related to processing work orders.

Similarly We have many more modules in Maximo like Service Desk, Integrations, Plateform Configurations, Reporting etc.

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