maximo transportation 5.2 user's guide...

User’s Guide

MAXIMO Transportation 5.2Addendum

Release 2March 2005

This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no warranties, express or implied, as to the accuracy or completeness of this document or with respect to the related software.

© 2004 MRO Software, Inc. All rights reserved. This document contains confidential and trade secret information of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.’s express written permission is strictly forbidden.

Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreign patents pending.

Restricted Rights: Use, duplication, and disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.227-7013 (OCT 1988).

Trademarks: MAXIMO®, Struxure®, MAXIMO® Enterprise™, MAXIMO® Extended Enterprise™, MAXIMO® MainControl® for Integrated Supply™, MAXIMO® Scheduler™, MAXIMO® Workflow™, MAXIMO® Analyzer™, MAXIMO® Buyer™, MAXIMO® Transportation Manager™, Mobile MAXIMO®, MAXIMO® Mobile Auditor™, MAXIMO® Mobile Inventory Manager™, MAXIMO® Mobile Work Manager™, MRO Online Commerce ServicesSM, MRO Software Operations CenterSM, MAXIMO® Integration Adapter™, Illustrated Parts Catalog™, Standard Modifier Dictionary™, and Autocon™ are registered trademarks or trademarks of MRO Software, Inc.

Other products and brand names are trademarks or registered trademarks of their respective companies.

IBM® and WebSphere® are registered trademarks of IBM Corporation. WebLogic® is a registered trademark of BEA Systems, Inc. Broadvision® and related marks are registered trademarks or trademarks of Broadvision, Inc. webMethods® is a registered trademark of webMethods, Inc. Snowbound™ and RasterMaster™ are trademarks of Snowbound Software Corporation. Syclo® is a registered trademark of Syclo, LLC. Taxware® is a registered trademark, and VERAZIP™ is a trademark of Taxware International, Inc.

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

MRO Software Products Third-Party InformationMAXIMO Portions © 1995-2000 Actuate Corporation. Portions © 1999-2001 BEA

Systems, Inc. BEA WebLogic® Server™ provided by BEA Systems, Inc. Portions © 1994-2002 IBM Corporation. IBM® WebSphere® provided by IBM Corporation. Portions © 1996-2003 Visual Mining, Inc.

All Products Portions © 1995-2000 BroadVision, Inc. BroadVision Business Commerce, BroadVision One-to-One Enterprise, BroadVision One-to-One Publishing, BroadVision Tools provided by BroadVision, Inc. Portions © 2000 webMethods, Inc. Portions © 2002-2003 Syclo, LLC. webMethods IS, webMethods Developer, and webMethods Integration Server provided by webMethods, Inc. Portions © 1996-2003 Visual Mining, Inc. Visual Mining™ NetCharts Server™ provided by Visual Mining, Inc.

MAXIMO Workflow Portions © 1998, 1999 NETRONIC Software GmbH.

Illustrated Parts Catalog Portions © 1993-2002 Snowbound Software Corporation. RasterMaster™ Raster imaging technology provided by Snowbound Software Corporation. Portions © 1989-1998 Cimmetry Systems, Inc.

Online Commerce Services Portions © Taxware International, Inc. Taxware® VERAZIP™ Sales/User, STEP provided by Taxware International, Inc.

Contents

Contents

About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixWho Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . .ixHow to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ixNotation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiCustomer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xii

Chapter 1: MAXIMO Transportation 5.2 Features. . . . . . . . . . . . . . . 1Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1Transportation Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3Maintenance Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Open Drilldown . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Meters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Enter Meter Readings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Enter/Edit Meter Readings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9View Meter Readings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Fuels and Fluids . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12View Fuel and Fluid Consumption . . . . . . . . . . . . . . . . . . . . . . . . 12

Warranties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13View Item Warranties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13View Possible Warranties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Warranty Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Generate Warranty Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15View Warranty Claims . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Change Condition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18View Condition History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Change Operational Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Maintenance Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Maintenance Alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Checking the Equipment Hierarchy for Additional Related Work . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chapter 2: Equipment Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Equipment (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Equipment Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Warranties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Meters Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

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Specifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Equipment (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Locations (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Location Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Specifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Equipment Warranties (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . 30Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Warranty Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Equipment Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Equipment Warranties (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . 32Component Codes (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Component Code Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Component Code (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Position Codes (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Position Code Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Position Codes (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Logs (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Log Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Logs (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Equipment Templates (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . 39Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Equipment Template Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Spare Parts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Warranties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Meters Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Specifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43PMs Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44

Equipment Templates (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . 45

Chapter 3: Inventory Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Item Master (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Item Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Specifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

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Contents

Item Master (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Inventory (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Inventory Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Inventory (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51

Issues and Transfers (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . 52Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Issues and Transfers (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . 52

Fuel Issues (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Fuel Issue Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Fuel Issues (Tr) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Item Warranties (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Warranty Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56Item Warranties (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Inventory Counting (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . 57Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Count Book Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Count Book Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Inventory Counting (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . 59Stick Readings (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Stick Readings Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Stick Readings (Tr) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Chapter 4: Plans Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Job Plans (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Labor Tab, Materials Tab, and Tools Tab . . . . . . . . . . . . . . . 64Job Plans (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Asset List (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Asset List Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Asset List (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Chapter 5: Purchasing Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Purchase Orders (Tr) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

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Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

PO Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70PO Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Purchase Orders (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Purchase Requisitions (Tr). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

PR Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Purchase Requisitions (Tr) Actions. . . . . . . . . . . . . . . . . . . . . . . . 74

Request for Quotation (Tr) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

RFQ Lines Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Request for Quotation (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . 76

Receiving (Tr) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Material Receipts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77Service Receipts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Receiving (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Invoices (Tr) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Invoice Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79Invoice Lines Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Invoices (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Warranty Claims (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Claim Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Claim Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Warranty Claims (Tr) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Chapter 6: Resources Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Labor (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86

Qualifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86Labor (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Qualifications (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Qualification Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Qualifications (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

vi 03/2005

Contents

Chapter 7: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Work Order Tracking (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . 93

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Services Subtab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Assignments Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Services Subtab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Work Order Tracking (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . 96Work Requests (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Details Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Work Requests (Tr) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98Quick Reporting (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Quick Reporting Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Tasks Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Quick Reporting (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Labor Reporting (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Labor Reporting Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Labor Reporting (Tr) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Campaigns (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Details Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105Work Package Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105History Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Map Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Campaigns (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Assignment Manager (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . 108

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Assignment Manager Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Assignment Manager (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . 108

Vehicle Requests (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Vehicle Request Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Vehicle Requests (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Vehicle Scheduling (Tr) Application. . . . . . . . . . . . . . . . . . . . . . . . . 112Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112

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Contents

Vehicle Scheduling Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112Dispatch Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Vehicle Scheduling (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . . . 114Mechanic’s Clipboard (Tr) Application . . . . . . . . . . . . . . . . . . . . . . . 115

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Clipboard Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Mechanic’s Clipboard (Tr) Actions . . . . . . . . . . . . . . . . . . . . . . . 116

Chapter 8: Preventive Maintenance Module . . . . . . . . . . . . . . . . . 119Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Preventive Maintenance (Tr) Application. . . . . . . . . . . . . . . . . . . . . 120

Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

PM Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Preventive Maintenance (Tr) Actions . . . . . . . . . . . . . . . . . . . . . 121

Chapter 9: Transportation Database Tables and Columns . . . . . 123Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

viii 03/2005

About This Guide

This section summarizes this document and how it can help you use MAXIMO® Transportation 5.2. It also provides information on other MRO resources available to you, such as additional documentation and support.

Who Should Read This Guide?

This addendum to the MAXIMO 5.2 User’s Guide is for people who use MAXIMO Transportation 5.2 to manage their transportation-related assets. MAXIMO Transportation 5.2 provides ways to manage warranties, record fuel issues and stick readings, associate maintenance codes with items and equipment, and view, import and enter meter readings. In addition, you also can generate and track warranty claims, create vehicle requests, schedule vehicle dispatches, account for outsourced repair work, set equipment depreciation schedules and generate multiple equipment records from an equipment template.

How to Use This Guide

MAXIMO Transportation 5.2 contains extensive help that provides detailed instructions on how to use the modules and applications. Use this guide together with the help to assist in orienting you to the transportation-specific MAXIMO applications.

This guide includes chapters that focus on using specific modules and applications to manage transportation equipment. Chapter 1, "MAXIMO Transportation 5.2 Features," provides an overview of the transportation-related enhancements made to MAXIMO. Subsequent chapters correspond to MAXIMO modules, and discuss their transportation-enhanced applications, as shown in the following list. Chapter 9 lists database table and column information.

Chapter 1 Transportation

Chapter 2 Equipment Module

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NOTE For information about using reports with MAXIMO, refer to the MAXIMO Report Administration and Development Guide.

Notation Conventions

The procedures and illustrations in this manual describe the standard MAXIMO Transportation 5.2 configuration. Because your system administrator can customize MAXIMO to meet the needs of your business, your MAXIMO configuration might not match exactly. Your system administrator can customize MAXIMO in the following ways:

You can display or hide applications, or assign them to different modules.

You can create custom applications.

You can change module and application names.

You can change field names, hide or display fields, and add custom fields.

This guide uses the following typographical conventions:

Bold type indicates the following elements of the user interface:

ButtonsCheck boxesField namesSelect Action menu options

Chapter 3 Inventory Module

Chapter 4 Plans Module

Chapter 5 Purchasing Module

Chapter 6 Resources Module

Chapter 7 Work Orders Module

Chapter 8 Preventive Maintenance Module

Chapter 9 Transportation Database Table and Column Information

Notation Conventions

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Italic type indicates a document title; it also shows emphasis.

TIP A tip helps you apply the techniques and procedures described in the text to your specific needs.

NOTE A note provides related information, reminders, recommendations, and strong suggestions.

CAUTION A caution means that taking or avoiding a specific action could cause you to lose data.

Related Documentation

The MAXIMO User’s Guide—MAXIMO Transportation 5.2 Addendum is a separate document delivered in Adobe® Systems’ Portable Document Format (PDF) with the product software. The addendum should be used in conjunction with the standard MAXIMO documentation set.

MRO Software delivers the MAXIMO documentation set in Adobe® Systems’ Portable Document Format (PDF) on the Documentation CD. Depending on the options purchased, your documentation set can include the following documents:

MAXIMO User’s Guide (December 2003)

MAXIMO System Administrator’s Guide

MAXIMO Installation Guide specific to your application server and operating system

MAXIMO Report Administration and Development Guide

MAXIMO Multisite Administrator’s Guide

MAXIMO Finance Manager’s Guide

MAXIMO e-Commerce Adapter Installation Guide

MAXIMO Project Manager User’s Guide

MAXIMO Workflow Designer Implementation Guide

About This Guide

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Depending on your database platform and the options you purchase, you also might receive third-party manuals and online documentation.

MRO also provides additional course materials to users who register for MAXIMO training courses.

Customer Support

To find the nearest corporate office, visit the company contact page on the MRO Web site:

http://www.mro.com

If your business has a valid Annual Customer Support Plan (ACSP), you can obtain product support on line at the following Web site:

http://support.mro.com

NOTE To use the MRO Software Support Online Web site, you must provide your contact information and your MRO Software product serial/license number.

The MRO Software Support Online Web site includes information on product releases, software patches, and documentation updates. To find the most current version of a document, refer to the MRO Software Support Online Web site’s Knowledge Base.

Customer Support

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Chapter 1: MAXIMO Transportation 5.2 Features

Overview

You use MAXIMO Transportation 5.2 to manage your transportation- or fleet-related assets.

MAXIMO Transportation 5.2 has many enhancements incorporated into the base MAXIMO product. These enhancements let you incorporate transportation-related features such as the following into your daily use of MAXIMO:

enter and view meter readings from multiple applications

when appropriate, get prompted to review relevant equipment and item warranty information

use and track maintenance codes (component codes, position codes, etc.) that you associate with items and/or equipment

generate and track warranty claims

track fuel and fluid consumption

use maintenance alerts to notify you of potential work orders and/or PMs that should be done in conjunction with emergency repair work

New Applications, “Cloned” Applications, and Modified Applications

MAXIMO Transportation 5.2 has 16 applications developed specifically for transportation-related asset maintenance needs. In addition, 18 standard MAXIMO applications have been “cloned,” or copied, in order to add transportation-specific options and/or fields to these applications. These are available only to users of MAXIMO Transportation 5.2. (The unmodified base applications remain in the product. The transportation-specific clone or the base application can be made available to different users in your organization, depending upon their needs.)

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Two standard MAXIMO applications, Asset Catalog Setup and Multisite Setup, have been modified to account for transportation-specific functionality.

Overview

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Transportation Features

MAXIMO Transportation 5.2 adds actions that are available in multiple applications. This chapter describes these actions and lists the applications in which the action is available.

Category Action Available In

Maintenance Codes

Open Drilldown Component Codes (Tr)

Position Codes (Tr)

Also available from the Detail Menu of the Component Code, Belongs To, and Position Code fields, wherever they appear.

Meters Enter Meter Readings Work Order Tracking (Tr)

Quick Reporting (Tr)

Assignment Manager (Tr)

Mechanic’s Clipboard (Tr)

Fuel Issues (Tr)

Logs (Tr)

Purchase Orders (Tr)

Invoices (Tr)

MAXIMO Transportation 5.2 Features

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Meters Enter/Edit Meter Readings

Work Order Tracking (Tr)

Work Requests (Tr)




Issues and Transfers (Tr)

Fuel Issues (Tr)

Receiving (Tr)

Equipment (Tr)

Logs (Tr)



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Meters View Meter Readings Work Order Tracking (Tr)

Work Requests (Tr)





Equipment (Tr)


Receiving (Tr)

Invoices (Tr)

Warranty Claims

Fuels and Fluids

View Fuel and Fluid Consumption

Equipment (Tr)

Fuel Issues (Tr)

Warranties View Item Warranties Inventory (Tr)

Item Master (Tr)



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Warranties View Possible Warranties



Labor Reporting (Tr)

Request for Quotation (Tr)

Purchase Requisitions (Tr)


Receiving (Tr)

Invoices (Tr)


Warranty Claims

Generate Warranty Claims



Warranty Claims (Tr)

Warranty Claims

View Warranty Claims Work Order Tracking (Tr)


Item Warranties (Tr)

Equipment Warranties (Tr)


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Equipment Change Condition Work Order Tracking (Tr)




Equipment (Tr)

Equipment View Condition History





Equipment (Tr)

Equipment Change Operational Status





Equipment (Tr)


Maintenance Alerts

Rather than selecting an action, maintenance alerts are prompted, when appropriate, by selecting the Maintenance Alert? field.


Work Requests (Tr)



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Maintenance Codes

Maintenance Codes

Open Drilldown

You use the Drilldown in the Component Codes (Tr) and Position Codes (Tr) applications to view the hierarchy for the selected component code or position code. You can locate a code by scrolling through the hierarchy, viewing a code's parent and its children. You also can use the Drilldown to return a code to a field.

To create hierarchies, you specify a “parent” and one or more “child” codes on the Component Code tab in the Component Codes (Tr) application and/or the Position Code tab in the Position Codes (Tr) application.

Open Drilldown

NOTE Open Drilldown in Component Codes (Tr) and Position Codes (Tr) is different from Open Drilldown in Equipment (Tr), Locations (Tr), and the Work Orders module applications. In those applications, Open Drilldown displays equipment and location hierarchies.

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Meters

MAXIMO Transportation 5.2 gives you the ability to enter, enter and edit, and view meter readings in numerous applications. For a complete list of applications in which this feature is available, see “Transportation Features” on page 3.

Enter Meter Readings

You use the Enter Meter Readings page in many applications, including Fuel Issues (Tr), Logs (Tr), Work Order Tracking (Tr), and Quick Reporting (Tr). When you enter a meter reading, MAXIMO adds the reading to the work order, if there is one, for the selected equipment. You can enter a reading for a fuel- or non-fuel-related meter.


Enter/Edit Meter Readings

You can enter meter readings for any meter associated with a piece of equipment, either in the Equipment (Tr) application or when the equipment is listed on a work order, work request, PO line, receipt line, storeroom or fuel issue, etc. You can also use the Enter/Edit Meter Readings page to edit existing readings. You enter meter readings on the Enter/Edit Meter Readings page. Enter/Edit Meter Readings is also available in Logs (Tr) and Fuel Issues (Tr).

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Meters

In order to enter or edit a meter reading, the following conditions must be met:

If you are not in Equipment (Tr), the work order, line item, or issue record must have an equipment identifier listed in the Equipment field in order to enter or edit a meter reading; that is, there must be a reference to an existing record in the MAXIMO Equipment (Tr) application.The equipment must have had one or more meters set up for it in Equipment (Tr).


View Meter Readings

You use the View Meter Readings page to view the recorded meter readings for the selected equipment. This page is read-only.

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View Meter Readings

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Fuels and Fluids

Fuels and Fluids

The Equipment (Tr) and Fuel Issues (Tr) applications have the ability to track fuel and fluid consumption.


You use the View Fuel and Fluid Consumption page to view the fuels and fluids used to-date by the selected equipment. This page is read-only.


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Warranties

You can view warranties for items on a record and you can view possible warranty coverage for equipment or items on a record. For a complete list of applications in which these features are available, see “Transportation Features” on page 3.

View Item Warranties

You use the View Item Warranties page to view any active warranties for the selected item or component. This page is available in the Item Master (Tr) and Inventory (Tr) applications. This page is read-only.


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Warranties

View Possible Warranties

You use the View Possible Warranties page to display the lines for the current purchase order, purchase requisition, request for quotation, receipt, invoice, issue or transfer, work order, or labor report that may have possible warranty coverage for listed equipment or item(s). For a complete list of applications in which this feature is available, see “Transportation Features” on page 3.


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Warranty Claims

You can generate warranty claims for warrantable transactions and you can view such claims in multiple applications. For a complete list of applications in which these features are available, see “Transportation Features” on page 3.


You use the Generate Warranty Claims page to generate warranty claims that are to be based on "warrantable transactions."

Warrantable transactions consist of actual labor hours, materials used, and services used in the repair of equipment under warranty, or the replacement of an item under warranty.

You can optionally specify markup percentages to be included in the claimed amount for the work, parts, or services.

To generate warranty claims, you select from a list of eligible transaction lines. To be "eligible" for selection for a claim, the transactions must have occurred against a piece of equipment under warranty, or against an item under warranty, meet the warranty coverage stipulations, and not have been claimed previously.

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Warranty Claims

You can select Generate Warranty Claims from the Warranty Claims (Tr) application, and also from the Work Order Tracking (Tr) and Quick Reporting (Tr) applications. This lets you generate warranty claims at the time you are notified that possible warranty conditions exist when recording actual work data.


View Warranty Claims

You can view warranty claims associated with the current record on the View Warranty Claims page. This page shows warranty claims associated with any of the following types of records:

work order record

equipment record

equipment warranty record

item warranty record

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Equipment

Equipment

There are three equipment-specific enhancements in Transportation 5.2. You can change an equipment’s condition, view the history of the equipment’s condition changes, and you can change the operational status of a piece of equipment. For a complete list of applications in which these features are available, see “Transportation Features” on page 3.

Change Condition

You can use the Change Condition dialog box to set the initial condition or to specify a new condition for a piece of equipment.

Change Condition

View Condition History

You can view the history of condition changes for the current equipment record on the View Condition History page. This page shows the current equipment condition, along with the history of any condition changes. In addition to the condition, the date of the condition change and the person who changed it are displayed. If a work order was associated with a condition change, you can see the work order number, plus any memo recorded with the condition change.

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Change Operational Status

You can change the operational status of a piece of equipment via the Change Operational Status dialog box. For example, you might want to change the operational status of a vehicle from operational (OPER) to out of service (OOS) if the vehicle is in the repair shop and temporarily unavailable for scheduling.


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Maintenance Alerts

Maintenance Alerts

Maintenance alerts call your attention to work that might need to be performed on a piece of equipment or its children.

Maintenance Alerts

You can use the Maintenance Alert? field in Work Order Tracking (Tr), Quick Reporting (Tr), and Work Requests (Tr).

The Maintenance Alert? check box specifies whether MAXIMO should display a maintenance alert when you first save a work order or work request, or when you save the work order/request upon reaching a specified status. If the check box is selected, a maintenance alert will be displayed when the work request is saved at the specified status. The field is editable; you can turn the maintenance alert feature on or off for your own work order/request.

A maintenance alert displays the Select Work Orders and PMs page, which shows any deferred or outstanding work orders on the equipment specified on the work order/request, plus any work orders on that equipment's children, grandchildren, etc. It also shows any PMs that are currently due or will become due on that set of equipment, showing the date and meter readings at which these PMs are due.

Checking the Equipment Hierarchy for Additional Related Work

Select Work Orders and PMs also provides a way to view the equipment hierarchy of the equipment on the work order/request. Click View Equipment Hierarchy to display the Locations/Equipment Drilldown page.

The Drilldown lets you navigate to any point in the hierarchy, then return to the Select Work Orders and PMs page and see all open work orders and PMs for the equipment number selected in the hierarchy (including those for its children, grandchildren, etc.).

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Select Work Orders and PMs

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Maintenance Alerts

22 03/2005

Chapter 2: Equipment Module

Overview

The Equipment module has five transportation-specific applications and two cloned applications. This chapter describes each transportation-specific application, 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 MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Equipment module contains the following transportation-specific applications:

Application Transportation Function

Equipment (Tr) Associate equipment warranties with equipment records; modify warranty coverage; create meters and enter and edit meter readings; view fuel and fluid consumption; view the section of the equipment to which the specification template applies.

Locations (Tr) View the section of the location to which the specification template applies.

Equipment Warranties (Tr) Create warranties for equipment; define coverage and meter durations for coverage.

Component Codes (Tr) Create component codes and component code hierarchies; associate position codes with component codes.

Position Codes (Tr) Create position codes and position code hierarchies.

Logs (Tr) Track fuel consumption by state for equipment; update and edit meters; log problems.

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Equipment Templates (Tr) Create templates which can be applied to multiple pieces of equipment; specify standard information to be shared by all records based on that template.


Overview

24 03/2005

Equipment (Tr) Application

Overview

You use the Equipment (Tr) application to associate warranties with equipment records. You create warranties in the Equipment Warranties (Tr) application, where you also can associate equipment with a warranty.

You can set up meters for equipment and view meter readings and fuel consumption. When you set up a meter, you can then issue fuel or fluid to that equipment in the Fuel Issues (Tr) application. You also can record equipment operational status and condition changes, and set a depreciation schedule for equipment.

Tabs

The Equipment (Tr) application has the following new and/or enhanced tabs:

Equipment

Warranties

Meters

Specifications

Equipment Tab

The Equipment tab has the following new fields:

Operational StatusYear ModelTypeComponent CodePosition CodeQualificationPool Resource?Reporting Level?Current Value

Equipment Module

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Repair Limit (%)Repair Limit AmountConditionSold ToSale AmountSale DateSale Memo

For information about these fields, refer to the Equipment (Tr) help.

Warranties Tab

You use the Warranties tab to view existing warranties and specify additional warranties for a piece of equipment. Before you can associate a warranty with an equipment, you must first create the warranty in the Equipment Warranties (Tr) application. You can modify the coverage’s start date and meter’s start value for each warranty you specify for the equipment.

If the selected equipment record has parents with warranty coverage that applies to its children, and if it accepts coverage from its parents, you can view those warranties by selecting the Show Coverage from Parents? check box.

Warranties Tab


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Meters Tab

You use the Meters tab in Equipment (Tr) to set up one or more meters for that equipment. A meter must be set up before you can enter readings for the meter. Two meters, Meter1 and Meter2, allow you to automatically generate PMs from readings entered against the meters. In addition to Meter1 and Meter2, you can create as many meters as you need for each equipment record.

Meters Tab

Specifications Tab

The Specifications tab has the following new field:

Section

For information about this field, refer to the Equipment (Tr) help.

Equipment (Tr) Actions

Equipment (Tr) has the following transportation-specific actions:


View Operational Status History

Equipment Module

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Change Condition


View Meter Readings


Perform Meter Change Out

Edit Meter Change Out

View Meter Change Out History

Import Meter Readings

Delete Imported Readings


Set Depreciation Schedule


For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Equipment (Tr) help.


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Locations (Tr) Application

Overview

The Locations (Tr) application supports the use of sections on specifications.

Tabs

The Locations (Tr) application has the following enhanced tabs:

Location

Specifications

Location Tab

The Location tab has the following new field:

Component Code

For information about this field, refer to the Locations (Tr) help.

Specifications Tab


Section

For information about this field, refer to the Locations (Tr) help.

Equipment Module

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Equipment Warranties (Tr) Application

Overview

You use the Equipment Warranties (Tr) application to create warranties and to apply the warranties to equipment records.

Warranties cover various maintenance activities for a piece of equipment and/or component parts. A warranty can cover a piece of equipment or a component for a specific length of time and/or for a meter duration.

Creating warranties in this application lets MAXIMO find warranties that apply to equipment and components on inventory issues and transfers, labor reporting, purchase orders, purchase requisitions, requests for quotations, invoices, and work orders, potentially saving your company money in maintenance and repair costs. Depending on how your system administrator has configured your MAXIMO implementation, when a potential warranty situation exists, MAXIMO displays a warranty notification message.

Tabs

The Equipment Warranties (Tr) application has the following tabs:

Search

Warranty

Equipment

Attached Documents

The Search tab and Attached Documents tab are found throughout MAXIMO applications. For more information about these tabs, refer to the MAXIMO 5.2 User’s Guide and the help.


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Warranty Tab

The Warranty tab displays the main record for an equipment warranty. You use the tab to add new equipment warranty records to the database and to view and modify existing records.

Warranty Tab

Equipment Module

03/2005 31

Equipment Tab

You use the Equipment tab to select equipment to associate with a warranty.

Equipment Tab

Equipment Warranties (Tr) Actions

Equipment Warranties (Tr) has the following transportation-specific action:


For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Equipment Warranties (Tr) help.


32 03/2005

Component Codes (Tr) Application

Overview

You use the Component Codes (Tr) application to enter and track component codes. Component codes identify the area or part of the equipment that someone is performing maintenance work on or, for an item, identify where that item fits on the equipment. Component codes and component code systems help you track and analyze asset performance and maintenance cost.

You can organize component codes into hierarchies, with a “parent” component code having one or more “child” components, which in turn can have their own child components.

You can specify that a component code must have an associated position code by checking the Position Required? field. For example, some brake assembly components might be specific to either the front or the rear of a vehicle.

Tabs

The Component Codes (Tr) application has the following tabs:

Search

Component Code

The Search tab is found throughout MAXIMO applications. For more information about this tab, refer to the MAXIMO 5.2 User’s Guide and the help.

Equipment Module

03/2005 33

Component Codes (Tr) Application

Component Code Tab

The Component Code tab displays the main record for a component code. You use the tab to add new component codes to the database and to view and modify existing records.

Component Code Tab

Component Code (Tr) Actions

Component Codes (Tr) has the following transportation-specific action:

Drilldown

For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Component Codes (Tr) help.

34 03/2005

Equipment Module

Position Codes (Tr) Application

Overview

You use the Position Codes (Tr) application to analyze your assets’ performance and maintenance expenditures. Position codes can appear on work order tasks; job plans; labor, material, and tool actuals; inventory reservations; purchase requisitions; purchase orders; requests for quotations; and invoices. Position codes often are associated with component codes in the Component Codes (Tr) application. For example, front brake shoes might have a component code of 013-001-013, and position codes of Traffic Side Axle 1 (TSA1) and Curb Side Axle 1 (CSA1).

You can organize position codes into hierarchies to reflect the positions of various components in an assembly. To create hierarchies, you specify “parent” and “child” position codes. Specify a parent for a code via the Belongs To field. Enter child component codes in the Children table.

Tabs

The Position Codes (Tr) application has the following tabs:

Search

Position Code

The Search tab is found throughout MAXIMO applications. For more information about these tabs, refer to the MAXIMO 5.2 User’s Guide and the help.

03/2005 35

Position Codes (Tr) Application

Position Code Tab

The Position Code tab displays the main record for a position code. You use the tab to add new position codes to the database and to view and modify existing records.

Position Code Tab

Position Codes (Tr) Actions

Position Codes (Tr) has the following transportation-specific action:

Drilldown

For information about this action, see “MAXIMO Transportation 5.2 Features” on page 1 and the Position Codes (Tr) help.

36 03/2005

Equipment Module

Logs (Tr) Application

Overview

You use the Logs (Tr) application to maintain a log of problems reported by equipment operators, and to track the status of the reported issues. Use the Log Problems subtab to report equipment problems. Problems can be reviewed by the appropriate personnel and work orders can be generated to deal with the problems. You can monitor the status of reported problems and quickly see if there are issues that have not been addressed.

You can also use the Logs (Tr) application to track fuel consumption by state for your commercial interstate vehicles. Using logs, you can record a vehicle's origin, destination, fuel use, states traveled, and date of refueling. You can update meter readings and add comments about the equipment.

You can use the Log Meter Readings subtab to record equipment meter readings. You have the option of exporting the readings to the meter readings table so that they can be viewed in the Equipment (Tr) application, and on the View Meter Readings page and the Enter Meter Readings page.

Tabs

The Logs (Tr) application has the following tabs:

Search

Log

Attached Documents


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Logs (Tr) Application

Log Tab

You use the Log tab to add new logs or add trips to a log record, and to view and modify existing records. You also use the Log tab to enter, edit, and view meter readings, and to record equipment problems.

Log Tab

Logs (Tr) Actions

Logs (Tr) has the following transportation-specific actions:

Create Work Order

Export Meter Reading


For information about these actions, see “MAXIMO Transportation 5.2 Features” on page 1 ” and the Logs (Tr) help.

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Equipment Module

Equipment Templates (Tr) Application

Overview

You use the Equipment Templates (Tr) application to create equipment templates, which you can apply to multiple pieces of equipment. You can specify much standard equipment information to be shared by all the equipment records, such as make, model, year, and so on.

You can use the Equipment Templates (Tr) application's tabs to associate spare parts, warranties, and meters with the template, and thus with equipment records based on the template. You can associate a specification template with the equipment template via the Specifications tab.

Preventive maintenance information can also be specified for an equipment template. In the Preventive Maintenance (Tr) application, you can associate one or more master PM records with a template. When the template is applied or used to generate new equipment records, associated PMs, based on the master PM, are created for each equipment record. See Preventive Maintenance (Tr) help for more information on associating a PM with an equipment template.

Equipment templates can be used to batch-generate new equipment records or to update multiple existing equipment records.

Tabs

The Equipment Templates (Tr) application has the following tabs:

Search

Equipment Template

Spare Parts

Warranties

Meters

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Specifications

PMs

Attached Documents


Equipment Template Tab

You use the Equipment Template tab to add new template records to the database and to view and modify existing records.

This tab records the following information for each equipment template: type, year, make, model, vendor, default equipment description, and information on costs.

NOTE If you apply the template to existing equipment records, data from the template's fields will replace any data in the corresponding fields of the equipment records. However, if the template's field is blank, the contents of the corresponding field on equipment records will not be changed.

Equipment Template Tab

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Equipment Module

Spare Parts Tab

Use the Spare Parts tab to associate spare parts (inventory items) with the equipment template.

The Spare Parts table is used to add spare parts to the equipment template. The item must be recorded in the Inventory database table to list it here. Equipment based on the template will have this spare parts list.

NOTE When you apply the template, spare part records that you enter on this tab will be added to any other spare part records for the existing equipment. Existing spare part records will not be deleted. Any spare part on the template that is a duplicate of one already on the equipment will be ignored—the original spare part record will not be changed.

Spare Parts Tab

Warranties Tab

You use the Warranty tab to view existing warranties and specify additional warranties for an equipment template. Before you can associate a warranty with an equipment template, you must first create the warranty in the Equipment Warranties (Tr) application.

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NOTE When you apply the template, warranty records that you enter on this tab will be added to any other warranty records for the existing equipment. Existing warranty records will not be deleted. Any warranty on the template that is a duplicate of one already on the equipment will be ignored—the original warranty record will not be changed.

Warranties Tab

Meters Tab

You use the Meters tab to set up one or more meters for the equipment template. You can specify a meter name, meter units, type of meter, initial reading, and so on for multiple meters. All equipment based on the equipment template will initially have the same meter or set of meters.

Actual meter readings, which are specific to each individual piece of equipment, are not entered in the Equipment Templates (Tr) application. Meter readings can be entered in the Equipment (Tr) application and via the Enter Meter Readings page available in other applications.

NOTE When you apply the template, meter records that you enter on this tab will be added to any other meter records for the existing equipment. Existing meter records will not be deleted. Any meter on the template that is a duplicate of one already on the equipment will be ignored—the original meter record will not be changed.

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Equipment Module

Meters Tab

Specifications Tab

You use the Specifications tab to associate the selected equipment template with a specification template. On the Specifications tab, you can perform the following actions:

associate the selected equipment template with a specification template using the Associate Specification Template button

select an attribute in the Specifications table and specify and edit values for the attribute, such as its measure unit, alphanumeric value, or numeric value.

NOTE When you apply the template, data on the Specifications tab on existing equipment will be replaced with data from the template's Specifications tab. However, if the template's Specifications tab is blank, the information on the Specifications tab on equipment records will not be changed.

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Specifications Tab

PMs Tab

The PMs tab lets you view any master PMs that have been set up for the equipment template via the Preventive Maintenance (Tr) application. (You must use Preventive Maintenance (Tr) to associate a master PM with an equipment template. See Preventive Maintenance (Tr) help for more information.)

When you generate new equipment from the template or apply the template to existing equipment, the equipment will have associated PM records that are based on the master PMs listed on this tab.

NOTE When you apply the template, there will be no effect on existing PM records for the equipment. If applying the template means that a duplicate PM—that is, a PM based on the same master PM—would be added for the equipment, the new duplicate PM will be ignored and the original PM left as is.

44 03/2005

Equipment Module

PMs Tab

Equipment Templates (Tr) Actions

The Equipment Templates (Tr) application has the following actions:

Generate New Equipment

Apply to Existing Equipment

Set Depreciation Schedule

For information about these actions, refer to the Equipment Templates (Tr) help.

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46 03/2005

Chapter 3: Inventory Module

Overview

The Inventory module has four transportation-specific applications and three cloned applications. This chapter describes each transportation-specific application, 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 MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Inventory module contains the following transportation-specific applications:


Item Master (Tr) Create items, associate them with component codes and specify whether a position code is required for the component; designate an item as a fuel or fluid.

Inventory (Tr) Specify tolerance levels and count groups for items; view item warranties.

Issues and Transfers (Tr) View possible warranties.

Fuel Issues (Tr) Issue fuels and fluids, view fuel and fluid consumption, and enter and edit meter readings.

Item Warranties (Tr) Create warranties for items and/or groups of items, define coverage and meter duration for coverage.

Inventory Counting (Tr) Select items or groups of items for counting, record results, and reconcile discrepancies.

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Stick Readings (Tr) Record stick readings of containers of fuels or other fluids.


Overview

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Item Master (Tr) Application

Overview

You use the Item Master (Tr) application to create items, associate them with component codes and specify whether a position code is required for the component, or designate an item as a fuel or fluid.

After you create an item, you can create a warranty for the item in the Item Warranties (Tr) application. If the item is a fuel or fluid, you can record stick readings in the Stick Readings (Tr) application, and record issues of the item in the Fuel Issues (Tr) application. If the item is assigned to a storeroom, you also can include it in a count book in Inventory Counting (Tr).

Tabs

The Item Master (Tr) application has the following enhanced tabs:

Item

Specifications

Item Tab

The Item tab has the following transportation-specific fields:

Component Code

Position Code Required?

Fuels or Fluids?

For information about these fields, refer to the Item Master (Tr) help.

Inventory Module

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Specifications Tab


Section

For information about this field, refer to the Item Master (Tr) help.

Item Master (Tr) Actions

Item Master (Tr) has the following transportation-specific action:


For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Item Master (Tr) help.

Item Master (Tr) Application

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Inventory (Tr) Application

Overview

You use the Inventory (Tr) application to view warranties for an item, and to specify tolerance levels and count groups for use in Inventory Counting (Tr). When you specify tolerance levels in Inventory (Tr), you override the tolerances specified in Multisite Setup.

Tabs

The Inventory (Tr) application has the following enhanced tab:

Inventory

Inventory Tab

The Inventory tab has the following transportation-specific fields:

Count Group

Plus Count Tolerance

Minus Count Tolerance

Component Code

Condition Code Required

For information about these fields, refer to the Inventory (Tr) help.

Inventory (Tr) Actions

Inventory (Tr) has the following transportation-specific action:


For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Inventory (Tr) help.

Inventory Module

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Issues and Transfers (Tr) Application

Overview

Issues and Transfers (Tr) supports the use of warranties.

Tabs

There are no new tabs or transportation-specific fields in Issues and Transfers (Tr).

Issues and Transfers (Tr) Actions

Issues and Transfers (Tr) has the following transportation-specific action:


For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Issues and Transfers (Tr) help.

Issues and Transfers (Tr) Application

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Fuel Issues (Tr) Application

Overview

You use the Fuel Issues (Tr) application to issue fuel and fluids from bins, or tanks, in storerooms. Before you can issue a fuel or fluid, the item must be created as a fuel or fluid in the Item Master (Tr) application, added to a storeroom and assigned to a bin. When you issue metered items such as fuel, MAXIMO updates the meters for the equipment that receives the fuel in the Fuel Issues (Tr) application.

Tabs

The Fuel Issues (Tr) application has the following tabs:

Search

Fuel Issue


Inventory Module

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Fuel Issues (Tr) Application

Fuel Issue Tab

You use the Fuel Issue tab to enter fuel and fluid issue information, and enter and edit meter readings.

Fuel Issue Tab

Fuel Issues (Tr) Actions

Fuel Issues (Tr) has the following transportation-specific actions:




For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Fuel Issues (Tr) help.

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Inventory Module

Item Warranties (Tr) Application

Overview

You use the Item Warranties (Tr) application to create warranties for specific items, or for a group of items.

For each item warranty, identify the vendor and define the coverage and, where applicable, the meter duration for coverage. A warranty may cover an item or group of similar items for a specific length of time or for a meter duration, whichever comes first.

Creating warranties in this application lets MAXIMO find warranties that apply to items on invoices, inventory issues and transfers, purchase orders, purchase requisitions, requests for quotations, and work orders. Depending on how your system administrator has configured your MAXIMO implementation, when a potential warranty situation exists, MAXIMO displays a warranty notification message.

Tabs

The Item Warranties (Tr) application has the following tabs:

Search

Warranty

Attached Documents


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Item Warranties (Tr) Application

Warranty Tab

You use the Warranty tab to create and modify item warranties.

Warranty Tab

Item Warranties (Tr) Actions

Item Warranties (Tr) has the following transportation-specific action:


For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Item Warranties (Tr) help.

56 03/2005

Inventory Module

Inventory Counting (Tr) Application

You use the Inventory Counting (Tr) application to select inventory for periodic counting, record the results of physical counts, and reconcile any discrepancies between expected and actual quantities. For non-serialized items, the standard MAXIMO inventory process will be used to adjust the current balance and to account for the change in inventory value. You can count serialized (rotating) items as well as non-serialized items, but for serialized items you must reconcile counting discrepancies manually for each individual serial number.

Tabs

The Inventory Counting (Tr) application has the following tabs:

Search

Count Book

Count Book Lines

Attached Documents


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Count Book Tab

You use the Count Book tab to create, modify, and view count books.

Count Book Tab

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Inventory Module

Count Book Lines Tab

You use the Count Book Lines tab to record the results of the physical count and reconcile the physical count with the current balance.

Count Book Lines Tab

Inventory Counting (Tr) Actions

Inventory Counting (Tr) has the following actions.

Approve Count Book

Cancel Count Book

Complete Count Book

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Reconcile All Within Tolerance

Un-Reconcile All

For information about these actions, refer to the Inventory Counting (Tr) help.

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Inventory Module

Stick Readings (Tr) Application

You use the Stick Readings (Tr) application to enter stick readings, or fuel dips, of your containers of fuels and other fluids. This application maintains a historical record of all recorded readings.

To monitor tanks for leaks, some government agencies, such as the Environmental Protection Agency (EPA) and Occupational Safety and Health Administration (OSHA), require periodic measurements for all underground storage tanks, and often for any tanks, above or below ground, containing hazardous materials.

Stick readings help validate that the inventory expected from fuel and fluids issues and receipts, measured by meter readings, is accurate. Use the stick reading to calculate the remaining volume based on the tank's capacity. If there is a discrepancy between the stick reading and the inventory indicated by meter readings, there may be a problem with the tank.

Before you can enter a stick reading, there must be an item record, designated as a fuel or fluid, in the Item Master (Tr) application, and the item must be assigned to a storeroom, and assigned to a bin (tank). The fuel or fluid item can be assigned to additional bins in the Inventory (Tr) application. Once a bin has been assigned a fuel or fluid item, you can record stick readings against that bin.

Tabs

The Stick Readings (Tr) application has the following tabs:

Search

Stick Readings


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Stick Readings (Tr) Application

Stick Readings Tab

You use the Stick Readings tab to create and view stick reading records.

Stick Readings Tab

Stick Readings (Tr) Actions

There are no transportation-specific actions in Stick Readings (Tr).

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Chapter 4: Plans Module

Overview

The Plans module has one transportation-specific application and one cloned application. This chapter describes the transportation-specific application and provides an overview of new tabs and/or fields added to the cloned application. For more information on any application, refer to the application help. You also can refer to the MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Plans module contains the following transportation-specific applications:


Job Plans (Tr) Supports the use of maintenance codes (component codes, position codes, etc.).

Asset List (Tr) Create lists of assets to apply to a campaign, a PM record, or work order.

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Job Plans (Tr) Application

Overview

New fields have been added to Job Plans (Tr) to support the use of maintenance codes. You set up component codes and position codes in the Component Codes (Tr) and Position Codes (Tr) applications.

A component code is an alphanumeric code that identifies a specific component of a piece of equipment. You use component codes to identify the area or part of the equipment that someone is doing maintenance work on, or, with an item, to identify where that item fits on the equipment.

A position code is an alphanumeric code that identifies a component code’s location on a piece of equipment.

Tabs

The Job Plans (Tr) application has the following enhanced tabs:

Labor

Materials

Tools

Labor Tab, Materials Tab, and Tools Tab

The Labor, Materials, and Tools tabs each have the following transportation-specific fields:

Component Code

Position Code

Work Accomplished Code

Reason for Repair Code

Job Plans (Tr) Application

64 03/2005

The Labor tab also has the following new field:

Qualification

For information about these fields, refer to the Job Plans (Tr) help.

Job Plans (Tr) Actions

There are no transportation-specific actions in Job Plans (Tr).

Plans Module

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Asset List (Tr) Application


Overview

You use the Asset List (Tr) application to identify the assets affected by a campaign. When the asset list is approved according to your company’s business rules, you can apply the asset list to the campaign via the Select Asset List button on the Work Package tab of the Campaigns (Tr) application. You can query MAXIMO to look for assets by equipment number or location. The selection of assets is dynamic, and lets MAXIMO account for fluctuations in inventory prior to campaign approval.

An asset list is a list of related work assets. The asset list contains assets such as equipment, locations, or a combination of both. The list of work assets can be related by location, such as all pumps and motors in a room, or by type of equipment, such as all fire extinguishers located throughout the site. Asset lists simplify building hierarchies of work orders for inspections. You can use an asset list in the following ways:

Apply the asset list to a preventive maintenance record to generate inspection-type work orders for all work assets listed.

Apply the asset list to a work order and generate child work orders for each work asset listed.

Tabs

The Asset List (Tr) application has the following tabs:

Search

Asset List

Attached Documents


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Plans Module

Asset List Tab

You use the Asset List tab to create, view, modify, and delete asset lists.

Asset List Tab

Asset List (Tr) Actions

Asset List (Tr) has the following actions:

Add Multiple Locations

Add Multiple Equipments

The Asset List (Tr) application lets you add multiple locations to an asset list via the Add Multiple Locations action. You can add multiple pieces of equipment to an asset list via the Add Multiple Equipments action.

For more information about these actions, refer to the Asset List (Tr) help.

03/2005 67


68 03/2005

Chapter 5: Purchasing Module

Overview

The Purchasing module has one transportation-specific application and five cloned applications. This chapter describes the transportation-specific application 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 MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Purchasing module contains the following transportation-specific applications:


Purchase Orders (Tr) Supports the use of maintenance codes (component codes, position codes, etc.), meters, and warranties.

Purchase Requisitions (Tr) Supports the use of maintenance codes (component codes, position codes, etc.) and warranties.

Request for Quotation (Tr) Supports the use of maintenance codes (component codes, position codes, etc.) and warranties.

Receiving (Tr) Supports the use of maintenance codes (component codes, position codes, etc.), meters, and warranties.

Invoices (Tr) Supports the use of maintenance codes (component codes, position codes, etc.), meters, and warranties.

Warranty Claims (Tr) Generate and view warranty claims, create credit invoices and purchase orders to complete the claim process.

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Overview

Purchase Orders (Tr) supports the use of maintenance codes, warranties, and meter readings via transportation-specific fields and actions.

Tabs

The Purchase Orders (Tr) application has the following enhanced tabs:

PO

PO Lines

PO Tab

The PO tab has the following transportation-specific fields:

Claim

Return Item to Storeroom

For information about these fields, refer to the Purchase Orders (Tr) help.

PO Lines Tab

The PO Lines tab has the following transportation-specific fields:

Possible Warranty?

Component Code

Position Code

Part Failure Code



70 03/2005


Warranty for Repair

Value of Warranty Repair

For information about these fields, refer to the Purchase Orders (Tr) help.

Purchasing Module

03/2005 71

Purchase Orders (Tr) Actions

Purchase Orders (Tr) has the following transportation-specific actions:


View Meter Readings



For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Purchase Orders (Tr) help.


72 03/2005


Overview

Purchase Requisitions (Tr) supports the use of maintenance codes and warranties via transportation-specific fields and actions.

Tabs

The Purchase Requisitions (Tr) application has the following enhanced tab:

PR Lines

PR Lines Tab

The PR Lines tab has the following transportation-specific fields:

Possible Warranty?

Component Code

Position Code

Part Failure Code



For information about these fields, refer to the Purchase Requisitions (Tr) help.

Purchasing Module

03/2005 73

Purchase Requisitions (Tr) Actions

Purchase Requisitions (Tr) has the following transportation-specific action:


For information about this action, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Purchase Requisitions (Tr) help.


74 03/2005


Overview

Request for Quotation (Tr) supports the use of maintenance codes and warranties via transportation-specific fields and actions.

Tabs

The Request for Quotation (Tr) application has the following enhanced tab:

RFQ Lines

RFQ Lines Tab

The RFQ Lines tab has the following transportation-specific fields:

Possible Warranty?

Component Code

Position Code

Part Failure Code



For information about these fields, refer to the Request for Quotation (Tr) help.

Purchasing Module

03/2005 75


Request for Quotation (Tr) Actions

Request for Quotation (Tr) has the following transportation-specific action:


For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Request for Quotation (Tr) help.

76 03/2005

Purchasing Module

Receiving (Tr)

Overview

Receiving (Tr) supports the use of maintenance codes, warranties, and meter readings via transportation-specific fields and actions.

Tabs

The Receiving (Tr) application has the following enhanced tabs:

Material Receipts

Service Receipts

Material Receipts Tab

The Material Receipts tab has the following new fields:

Possible Warranty?

Warranty Claim #

Return Items to Storeroom

For information about these fields, refer to the Receiving (Tr) help.

Service Receipts Tab

The Service Receipts tab has the following transportation-specific fields:

Possible Warranty?

Component Code

Position Code

Part Failure Code


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Receiving (Tr)


For information about these fields, refer to the Receiving (Tr) help.

Receiving (Tr) Actions

Receiving (Tr) has the following transportation-specific actions:


View Meter Readings


For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Receiving (Tr) help.

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Purchasing Module

Invoices (Tr)

Overview

Invoices (Tr) supports the use of maintenance codes, warranties, and meter readings via transportation-specific fields and actions.

Tabs

The Invoices (Tr) application has the following enhanced tabs:

Invoice

Invoice Lines

Invoice Tab

The Invoice tab has the following transportation-specific fields:

Repair Work Order?

Warranty Claim

For information about these fields, refer to the Invoices (Tr) help.

Invoice Lines Tab

The Invoice Lines tab has the following transportation-specific fields:

Possible Warranty?

Component Code

Position Code

Part Failure Code



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Invoices (Tr)

Warranty for Repair

Value of Warranty Repair

For information about these fields, refer to the Invoices (Tr) help.

Invoices (Tr) Actions

Invoices (Tr) has the following transportation-specific actions:


View Meter Readings



For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Invoices (Tr) help.

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Purchasing Module

Warranty Claims (Tr) Application

Overview

You use the Warranty Claims (Tr) application to generate warranty claims based on warrantable transactions, such as labor use and material use, and to enter ad hoc warranty claims (claims not based on transaction records). You can also view existing warranty claims and claim line items.

You can create credit invoices and no-charge purchase orders to record any reimbursement from the warrantor. You can use either of these two methods to complete the warranty claim process.

The warranty claim process typically begins when MAXIMO notifies you (or another user) that a possible warranty situation exists for maintenance or repair work being done on equipment.

You can generate warranty claims right from the work order, via the Generate Warranty Claims action. You can also use Generate Warranty Claims from the Warranty Claims (Tr) application. When you generate warranty claims, you select the warrantable transactions (labor and material use, for example) for which you want reimbursement or, in the case of covered items, replacement.

It is also possible to create ad hoc claims, claims against a warranty for recovery of cost or items in which no specific claim line items are specified.

After a claim is generated or created, you or a user with proper authority can approve the claim and route it to the vendor.

To process the reimbursements, you can create a no-charge PO (for items received) or a credit invoice (for funds or credit received). Receipt of all claimed items or funds closes the warranty claim.

Tabs

The Warranty Claims (Tr) application has the following tabs:

Search

03/2005 81


Claim

Claim Lines

Attached Documents


Claim Tab

You use the Claim tab to view warranty, vendor, and other information about a warranty claim. You view the detail claim information for generated claims on the Claim Lines tab.

You can also use the Claim tab to create an ad hoc warranty claim, one for which no specific line items are to be listed.

Claim Tab

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Purchasing Module

Claim Lines Tab

You use the Claim Lines tab to view warranty claim line items. Only claims that have been generated via the Generate Warranty Claims action have claim lines.

You can click View Details on a row in the Claim Lines table to view all the data associated with the claim line. The value in the Claimed Amount field can be edited until the claim is approved.

Claim Lines Tab

Warranty Claims (Tr) Actions

Warranty Claims (Tr) has four transportation-specific actions.


Create No Charge PO

Create Credit Invoice

View Meter Readings

For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Warranty Claims (Tr) help.

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84 03/2005

Chapter 6: Resources Module

Overview

The Resources module has one transportation-specific application and one cloned application. This chapter describes the transportation-specific application and provides an overview of new tabs and/or fields added to the cloned application. For more information on any application, refer to the application help. You also can refer to the MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Resources module contains the following transportation-specific applications:


Labor (Tr) Add, view, renew, and change the status of a qualification on a labor record.

Qualifications (Tr) Create qualifications, view current and historical information about people who have or had a specific qualification; renew and change the status of their qualifications.

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Labor (Tr) Application

Overview

You use the Labor (Tr) application to create, modify, and view worker records. You can provide detailed information about a worker’s pay rate, overtime worked, overtime refused, special skills, and qualifications.

Tabs

The Labor (Tr) application has the following new tab:

Qualifications

Qualifications Tab

You use the Qualifications tab to view, add, modify, or remove qualification records for employees and contractors. You can view both active and historical (expired or inactive) qualifications.

Qualifications Tab

Labor (Tr) Application

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Labor (Tr) Actions

There are no transportation-specific actions in Labor (Tr).

On the Qualification tab of a labor record, you can renew a qualification and change the status of a qualification using buttons on the Current Labor Qualifications table and the Historical Labor Qualifications table.

Resources Module

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Qualifications (Tr) Application


Overview

You use the Qualifications (Tr) application to create qualifications, view current and historical information about people who have or had a specific qualification, and renew and change the status of their qualifications. Using their labor codes, you can associate people with a qualification, and you can remove them from a qualification.

A qualification (a license or certificate, for example) typically signifies proficiency in a particular skill or skills. A governing board can award a qualification, or one might earn it through practical experience. Some qualifications have expiration dates, and those who hold the qualifications must renew them periodically.

Tabs

The Qualifications (Tr) application has the following tabs:

Search

Qualification

Attached Documents


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Qualification Tab

You use the Qualification tab to create qualification records, change the status of a person's qualification, and renew qualifications. You also can view all employees and contractors that have a specific qualification on this tab. You can view both active qualifications and historical (not currently active) qualifications.

Current Labor Qualifications

The Current Qualifications table lists people, by their labor codes, who are currently active, valid holders of the selected qualification.

In this table, you can change the status of a qualification and renew a qualification. You also can add people to the selected qualification. Before you can add people to a qualification, you must enter their labor codes in the Labor (Tr) application.

Historical Labor Qualifications

The Historical Labor Qualifications table lists people, by their labor codes, whose qualification is inactive or expired. The Historical Labor Qualifications table is read-only.

In this table, you can change the status of a qualification and renew a qualification.

Qualification Tab

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Qualifications (Tr) Actions

There are no transportation-specific actions in Qualifications (Tr).

On a qualification record, you can renew a qualification and change the status of a qualification using buttons on the Current Labor Qualifications table and the Historical Labor Qualifications table.

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Chapter 7: Work Orders Module

Overview

The Work Orders module has five transportation-specific applications and four cloned applications. This chapter describes each new application, 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 MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Work Orders module contains the following transportation-specific applications:


Work Order Tracking (Tr) Supports the use of maintenance codes (component codes, position codes, etc.), maintenance alerts, warranties, meters, qualifications, and campaigns.

Work Requests (Tr) Supports the use of maintenance alerts and meters.

Quick Reporting (Tr) Supports the use of maintenance codes (component codes, position codes, etc.), maintenance alerts, warranties, meters, qualifications, and campaigns.

Labor Reporting (Tr) Supports the use of maintenance codes (component codes, position codes, etc.), qualifications, and warranties.

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Overview

Campaigns (Tr) Create campaigns, identify assets needed, track campaign-related work.

Assignment Manager (Tr) Dispatch labor, schedule work based on labor availability; view assignments and qualification requirements.

Vehicle Requests (Tr) Create requests for vehicles, specify start and end dates, request a driver; view existing vehicle requests.

Vehicle Scheduling (Tr) Assign vehicles and drivers to vehicle requests.

Mechanic’s Clipboard (Tr) Assign work to yourself and report work accomplished.


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Work Order Tracking (Tr) Application

Overview

Work Order Tracking (Tr) supports the use of maintenance codes, maintenance alerts, meters, qualifications, warranties, and campaigns.

Tabs

The Work Order Tracking (Tr) application has the following enhanced tabs:

Work Order

Plans

Assignments

Actuals

Work Order Tab

The Work Order tab has the following transportation-specific fields:

Campaign

Warranty Situation Present?

Operational Status

Maintenance Alert?

Component Code

Position Code



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Possible Warranty?

Year

Make

Model

Serial #

Type

Condition

Equipment Value

Equipment Repair Limit

Services?

For information about these fields, refer to the Work Order Tracking (Tr) Help.

Plans Tab

The Plans tab has the following transportation-specific fields:

Qualification

Qualification Met on Planned Labor?

Qualification Met on Assignments?

Qualifications Met on Labor Actuals?

Possible Warranty

Component Code

Position Code



Qualification Met (Labor subtab)

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Part Failure Code (Materials subtab)

For information about these fields, refer to the Work Order Tracking (Tr) help.

Services Subtab

The Plans and Actuals tabs have a new Services subtab. You use the Services subtab to insert, view, or edit planned or actual services for a work order. These are services that are outsourced to an outside vendor, such as a repair depot.

Services Subtab

Assignments Tab

The Assignments tab has the following transportation-specific fields:

Qualification

Qualification Met?

For information about these fields, refer to the Work Order Tracking (Tr) Help.

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Actuals Tab

The Actuals tab has the following transportation-specific fields:

Qualification



Qualifications Met on Labor Actuals?

Component Code

Position Code



Possible Warranty?

Qualification Met

Part Failure Code

For information about these fields, refer to the Work Order Tracking (Tr) help.

Services Subtab

The Actuals tab has a new Services subtab. For information about this subtab, see “Services Subtab” on page 95.

Work Order Tracking (Tr) Actions

Work Order Tracking (Tr) has the following transportation-specific actions:



View Meter Readings

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Create Service Invoices

Approve Service Invoices

Cancel Service Invoices


Change Condition


For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2,” and the Work Order Tracking (Tr) help.

In addition to the preceding actions, you can display the following pages:

Select Work Orders and PMs via the Maintenance Alert? field

Select Transactions via the Select Transactions button on the Generate Warranty Claims page.

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Work Requests (Tr) Application

Work Requests (Tr) Application

Work Requests (Tr) supports the use of maintenance alerts and meters.

Tabs

The Work Requests (Tr) application has one enhanced tab:

Details

Details Tab

The Details tab has the following new field:

Maintenance Alert?

For information about this field, refer to the Work Requests (Tr) help.

Work Requests (Tr) Actions

Work Requests (Tr) has the following transportation-specific actions:


View Meter Readings

For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2,” and the Work Requests (Tr) help.

In addition to the preceding actions, the Select Work Orders and PMs page can be displayed via the Maintenance Alert? field.

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Quick Reporting (Tr) Application

Overview

Quick Reporting (Tr) supports the use of maintenance codes, maintenance alerts, meters, qualifications, warranties, and campaigns.

Tabs

The Quick Reporting (Tr) application has the following enhanced tab:

Quick Reporting

Quick Reporting Tab

The Quick Reporting tab has the following transportation-specific fields:

Warranty Situation Present?

Operational Status

Services?

Maintenance Alert?

Component Code

Position Code



Campaign

Year

Make

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Quick Reporting (Tr) Application

Model

Serial #

Condition

Type

Equipment Value

Equipment Repair Limit

Tasks Table

The Tasks table details area has the following transportation-specific fields:

Qualification



Qualification Met on Labor Actuals?

Possible Warranty?

Component Code

Position Code



Qualification Met (Labor subtab)

For information about these fields, refer to the Quick Reporting (Tr) help.

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Quick Reporting (Tr) Actions

Quick Reporting (Tr) has the following transportation-specific actions:



View Meter Readings





Change Condition


For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Quick Reporting (Tr) help.

In addition to the preceding actions, you can display the following pages:

Select Work Orders and PMs via the Maintenance Alert? field.

Select Transactions via the Select Transactions button on the Generate Warranty Claims page.

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Labor Reporting (Tr) Application

Labor Reporting (Tr) Application

Labor Reporting (Tr) supports the use of warranties, qualifications, and maintenance codes.

Tabs

The Labor Reporting (Tr) application has the following enhanced tab:

Labor Reporting

Labor Reporting Tab

The Labor Reporting tab has the following transportation-specific fields:

Possible Warranty?

Component Code

Position Code



Qualification

Qualification Met?

For information about these fields, refer to the Labor Reporting (Tr) help.

Labor Reporting (Tr) Actions

Labor Reporting (Tr) has the following transportation-specific action:


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For information about this action, see Chapter 1, “MAXIMO Transportation 5.2,” and the Labor Reporting (Tr) help.

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Campaigns (Tr) Application


Campaigns are groups of the same or similar work performed on similar assets. For example, you might create a campaign to paint the new company logo on all company vehicles.

MAXIMO lets you perform the following tasks via the Campaigns (Tr) application:

Identify assets affected by the campaign.

Determine the work that needs to be accomplished for the campaign.

Track the work required for the campaign.

You use the Campaigns (Tr) application to create new campaigns or to search for existing campaigns.

NOTE The Campaigns (Tr) application displays all work orders assigned a work type of “CMP”.

The Campaigns table initially lists campaigns submitted by you, that is, campaigns submitted under the current sign-in name. Click on a campaign number to display detail information.

Tabs

With a campaign displayed, the Campaigns (Tr) application has the following tabs:

Details

Work Package

History

Map

Attachments

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The Attachments tab is found throughout MAXIMO applications. For more information about this tab, refer to the MAXIMO 5.2 User’s Guide and the help.

Details Tab

You use the Details tab to view campaign detail information, including cost and scheduling details.

Details Tab

Work Package Tab

You use the Work Package tab to view assets or asset lists attached to the campaign, attach one or more asset lists to the campaign, generate PMs or work orders for identified assets, and display work orders associated with the campaign.

Work Package Tab

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History Tab

You use the History tab to view the status history, and if applicable, the Workflow history of a campaign.

History Tab

Map Tab

You use the Map tab to view and track the status of a campaign in a Workflow, if applicable

Map Tab

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Campaigns (Tr) Actions

There are no transportation-specific actions in Campaigns (Tr).

On a campaign record, you can change the status of a campaign using the Change Status button. You also can select an asset list using the Select Asset List button. For more information, refer to the Campaigns (Tr) help.

For a campaign record, you also can display the work order hierarchy, if there is one. To display the hierarchy, click Display Work Order Hierarchy on the Work Package tab. The work order hierarchy is displayed on the Drilldown page.

For more information, refer to the Campaigns (Tr) help.

Drilldown

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Assignment Manager (Tr) Application

Assignment Manager (Tr) Application

Overview

You use the Assignment Manager (Tr) application to dispatch labor and schedule work in the same place. You can view work order assignments and their craft and qualification requirements, dispatch labor according to work priority, or view labor and schedule work according to labor availability.

Tabs

The Assignment Manager (Tr) application has the following tabs:

Search

Assignment Manager

The Search tab is found throughout MAXIMO applications. For more information about these tabs, refer to the MAXIMO 5.2 User’s Guide dated December 2003, and the help.

NOTE The March 2003 edition of the MAXIMO 5.2 User’s Guide does not contain information about Assignment Manager.

Assignment Manager Tab

The Assignment Manager tab has the following transportation-specific fields:

Qualification

Assignment Manager (Tr) Actions

Assignment Manager (Tr) has the following transportation-specific actions:

Filter Labor to Match Work’s Craft and Qualifications

Filter Work to Match Labor’s Craft and Qualification

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Show Only Assignments in Work List

Show Only Work Orders in Work List

Show All Work List Records


Change Condition




View Meter Readings

For information about these actions, refer to the Assignment Manager (Tr) help.

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Vehicle Requests (Tr) Application

Vehicle Requests (Tr) Application

Overview

You use the Vehicle Requests (Tr) application to enter a request for a vehicle to be dispatched to you or another user, and to view the details of existing dispatch requests.

You specify the start and end dates for the vehicle use, you can name a dispatch location, and you can request to have a driver for the vehicle.

After submitting a request, you can check back to see if has been approved. (Vehicle requests are approved via the Vehicle Scheduling (Tr) application.)

Once the request is approved, you can see the assigned vehicle and, if a driver was requested, the assigned driver.

Tabs

The Vehicle Requests (Tr) application has the following tabs:

Search

Vehicle Request

Attached Documents


Vehicle Request Tab

You use the Vehicle Request tab to create, modify, and view vehicle requests. You specify the type of vehicle you need, where you need the vehicle, the time frame, and whether you need a driver. After you submit the request, you can return to Vehicle Requests (Tr) later to see if the request has been approved or to cancel a request.

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Vehicle Request Tab

Vehicle Requests (Tr) Actions

Vehicle Requests (Tr) has the following transporation-specific actions:

View Status/Workflow History

For information about this action, refer to the Vehicle Requests (Tr) help.

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Vehicle Scheduling (Tr) Application


Overview

You use Vehicle Scheduling (Tr) to assign vehicles and drivers to dispatch requests that were created in the Vehicle Requests (Tr) application. You create vehicle assignments and schedule and dispatch vehicles and drivers on the Vehicle Scheduling tab.

Tabs

The Vehicle Scheduling (Tr) application has the following tabs:

Search

Vehicle Scheduling

Dispatch Details


Vehicle Scheduling Tab

The Vehicle Scheduling tab displays a read-only Dispatch List, a Pool Resource List of vehicles available for dispatch, and a Driver List. You use this tab to match vehicles to vehicle requests, to assign drivers when necessary, to schedule vehicles for dispatch, and to start and complete dispatches.

The Dispatch List displays vehicle requests that were created in the Vehicle Requests (Tr) application. You can view the status of the dispatch request, the vehicle and driver, if any, that have been assigned, and the date the dispatch is scheduled to begin.

The Pool Resource List shows vehicles that are in the dispatch pool (that is, vehicles whose equipment records have the Pool Resource? field selected).

The Driver List displays either all labor in the database, or a filtered list of available labor codes, depending on whether a

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default labor query has been selected in the Labor (Tr) application. To schedule labor codes, the labor record must have both a calendar and a shift specified on the labor record in the Labor (Tr) application.

Vehicle Scheduling Tab

Dispatch Details Tab

The Dispatch Details tab displays detail information about the dispatch request. Additional vehicle information is available on this tab.

The dispatch information in the top section of the tab is read-only.

After the dispatch has been approved, you can report actual usage information for the dispatch/work order, such as labor usage, material usage, and/or tool usage associated with the dispatch. Use the Labor, Materials, and Tools tabs to report actual usage information.

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Dispatch Details Tab

Vehicle Scheduling (Tr) Actions

Vehicle Scheduling (Tr) has the following transportation-specific actions:

Schedule Dispatch

Start Dispatch

Complete Dispatch


For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Vehicle Scheduling (Tr) help.

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Mechanic’s Clipboard (Tr) Application

Overview

You use the Mechanic’s Clipboard (Tr) application to assign yourself to work and report on work accomplished.

Tabs

The Mechanic’s Clipboard (Tr) application has the following tabs:

Search

Clipboard

The Search tab is found throughout MAXIMO applications. For more information about these tabs, refer to the MAXIMO 5.2 User’s Guide and the help.

Clipboard Tab

The Clipboard tab displays a read-only Work List and a Work Order section with three tabs: Labor, Material, and Tools. You use the Clipboard tab to start, interrupt, and finish assignments, and to record labor, material, and tool usage.

The Work List displays requirements that MAXIMO automatically creates from a work order's work plan. You also can enter requirements on the Assignments tab of the Work Order Tracking (Tr) application.

The Work Order section displays information about the currently selected work order, and lets you record usage information against that work order on the Labor, Materials, and Tools tabs.

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Clipboard Tab

Mechanic’s Clipboard (Tr) Actions

Mechanic’s Clipboard (Tr) has the following actions:

Set Preferences

Start Assignment

Interrupt Assignment

Finish Assignment

Show All Records

Show Only Assignments in Work List

Show Only Work Orders in Work List


Change Condition


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View Meter Readings

For information about these actions, see Chapter 1, “MAXIMO Transportation 5.2 Features,” and the Mechanic’s Clipboard (Tr) help.

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Chapter 8: Preventive Maintenance Module

Overview

The Preventive Maintenance module has one cloned application. This chapter provides an overview of new tabs and/or fields added to the cloned application. For more information on any application, refer to the application help. You also can refer to the MAXIMO 5.2 User’s Guide for more information on any standard MAXIMO application.

The Preventive Maintenance module contains the following transportation-specific application:


Preventive Maintenance (Tr) View any campaigns that are associated with a PM; create a master PM for an equipment template.

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Preventive Maintenance (Tr) Application


Overview

You use the Preventive Maintenance (Tr) application to create, modify, and view preventive maintenance plans for work assets. Preventive Maintenance (Tr) supports the use of campaigns, created in the Campaigns (Tr) application.

You can create a master PM specifically for an equipment template. When the equipment template is used to generate new equipment records, or is applied to existing equipment, the template uses the master PM to create associated PMs for the equipment.

Tabs

The Preventive Maintenance (Tr) application has the following enhanced tab:

PM

PM Tab

The PM tab has the following new fields:

Campaigns?

Operational Status

Template

For information about these fields, refer to the Preventive Maintenance (Tr) help.

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Preventive Maintenance (Tr) Actions

Preventive Maintenance (Tr) has the following transportation-specific action:

View Related Campaigns

For more information, refer to the Preventive Maintenance (Tr) help.

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Chapter 9: Transportation Database Tables and Columns

Overview

This chapter lists new, transportation-specific database tables and their columns, and also lists new columns added to existing MAXIMO database tables.

ASSIGNLABOR Table

ASSIGNMENT Table

CLASSSPEC Table

COLUMN NULLS MAXTYPE LENGTH

PLUSTQUALID Y UPPER 8


PLUSTQUALMET Y UPPER 1

PLUSTOPER Y YORN 1

PLUSTINTERPT Y UPPER 10


PLUSTSECTION Y UPPER 10

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DISPATCHASSIGN Table

EQUIPMENT Table


PLUSTACCOMP Y UPPER 10

PLUSTCOMP Y UPPER 15


PLUSTPOS Y UPPER 15

PLUSTREASON Y UPPER 10


PLUSTACCEPTWARR N YORN 1


PLUSTDEPCOST Y AMOUNT 10

PLUSTDEPEXPLIFE Y INTEGER 10

PLUSTDEPEXPLIFEUOM Y UPPER 8

PLUSTDEPMETER Y UPPER 15

PLUSTDEPMETERSTART Y INTEGER 4

PLUSTDEPMETHOD Y UPPER 8

PLUSTDEPPERIODS Y INTEGER 10

PLUSTDEPPERIODTYPE Y UPPER 8

PLUSTDEPSALVAGEAMT Y AMOUNT 10

PLUSTDEPSTARTDATE Y DATE 12

PLUSTEQCONDITION Y UPPER 8

PLUSTEQTYPE Y UPPER 10

PLUSTISTEMPLATE N YORN 1

PLUSTMODEL Y UPPER 10

Transportation Database Tables and Columns

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EQUIPMENTSPEC Table

PLUSTMPRES N YORN 1

PLUSTOPSTATUS Y UPPER 10

PLUSTPOS Y UPPER 15

PLUSTISTEMPLATE N YORN 1

PLUSTMODEL Y UPPER 10

PLUSTMPRES N YORN 1

PLUSTOPSTATUS Y UPPER 10

PLUSTPOS Y UPPER 15


PLUSTREPAIRLIMIT Y DECIMAL 3

PLUSTREPORTLEVEL N YORN 1

PLUSTSOLDAMT Y AMOUNT 10

PLUSTSOLDDATE Y DATE 12

PLUSTSOLDMEMO Y ALN 50

PLUSTSOLDTO Y UPPER 8

PLUSTTPDESCRIPTION Y ALN 50

PLUSTTPMPRES Y UPPER 1

PLUSTTPPURPRICE Y AMOUNT 10

PLUSTTPREPCOST Y AMOUNT 10

PLUSTTPREPLEVEL Y UPPER 1

PLUSTYEAR Y ALN 4




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INVENTORY Table

INVOICE Table

INVOICECOST Table

INVOICELINE Table


PLUSTICG Y UPPER 8

PLUSTIMTOL Y DECIMAL 5

PLUSTIPTOL Y DECIMAL 5


PLUSTCLAIMID Y UPPER 10

PLUSTREPWO N YORN 1


PLUSTSERVTYPE Y UPPER 10




PLUSTFAILURE Y UPPER 10

PLUSTHASWARRANTY Y UPPER 1

PLUSTPOS Y UPPER 15


PLUSTWARRANTYID Y UPPER 8


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INVRESERV Table

ISSUECURRENTITEM Table

ITEM Table

PLUSTWARRVALUE Y AMOUNT 10





PLUSTPOS Y UPPER 15






PLUSTPOS Y UPPER 15




PLUSTFLUIDIND N YORN 1

PLUSTPOSREQ N YORN 1



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ITEMSPEC Table

JOBLABOR Table

JOBMATERIAL Table

JOBTASK Table






PLUSTPOS Y UPPER 15





PLUSTPOS Y UPPER 15





PLUSTPOS Y UPPER 15



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JOBTOOL Table

LABTRANS Table

LOCATIONS Table





PLUSTPOS Y UPPER 15






PLUSTPOS Y UPPER 15







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LOCATIONSPEC Table

MATUSETRANS Table

MAXVARINPUT Table








PLUSTITEMCOMP Y UPPER 15

PLUSTPOS Y UPPER 15



PLUSTCLAIMSTATUS Y YORN 1

PLUSTCLIPBOARDVIEW Y UPPER 10

PLUSTCRINVTYPE Y UPPER 8

PLUSTMAWOSTATAPPR N YORN 1

PLUSTMAWOSTATINPRG N YORN 1

PLUSTMAWOSTATWAPPR N YORN 1

PLUSTNCPOTYPE Y UPPER 6

PLUSTNOTICEWOTYPE Y UPPER 18

PLUSTQUALACTUAL Y YORN 1


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PLUSTQUALASMT N YORN 1

PLUSTQUALPLAN N YORN 1

PLUSTQUALSTATUS Y UPPER 8

PLUSTREPLMTWARN N YORN 1

PLUSTWARREXPTYPE N UPPER 8

PLUSTWARRINV N YORN 1

PLUSTWARRLABOR N YORN 1

PLUSTQUALSTATUS Y UPPER 8

PLUSTREPLMTWARN N YORN 1

PLUSTWARREXPTYPE N UPPER 8

PLUSTWARRINV N YORN 1

PLUSTWARRLABOR N YORN 1

PLUSTWARRPOSAVE N YORN 1

PLUSTWARRPOSTATUS N YORN 1

PLUSTWARRWOSAVE N YORN 1

PLUSTWARRWOSTATUS N YORN 1

PLUSTWOGENASSOCPM N ALN 10

PLUSTWOGENASSOCWO N ALN 10

PLUSTWOMAINTALERT N YORN 1

PLUST_INVCOUNT Y ALN 13

PLUST_INVMTOL N ALN 4

PLUST_INVNB Y ALN 4

PLUST_INVNOISS Y ALN 4

PLUST_INVPTOL N ALN 4



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PLUSTCB Table


ACCURACY Y DECIMAL 5

ADJPERCENT Y DECIMAL 5

COUNTBOOKNUM N UPPER 8

COUNTED Y INTEGER 4

DESCRIPTION Y ALN 50

GLCREDITACCOUNT Y ALN 20

GLDEBITACCOUNT Y ALN 20

HISTORYFLAG N YORN 1

LDKEY Y INTEGER 4

MATCHED Y INTEGER 4

ORGID N UPPER 8

RDESCRIPTION Y ALN 60

REASON Y UPPER 12

RECONCILED Y INTEGER 4

SELECTED Y INTEGER 4

SITEID N UPPER 8

STATUS N UPPER 8

STATUSDATE Y DATETIME 10

STOREROOM N UPPER 8

TOTALADJUST Y AMOUNT 10

TOTALNONSERIAL Y AMOUNT 10

TOTALVALUE Y AMOUNT 10


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PLUSTCBCHNGSTAT Table

PLUSTCBLINES Table


ASOFDATE N DATETIME 10

MEMO Y UPPER 50

SINGLECB N INTEGER 4

STATUS N UPPER 8


ACCURACY Y DECIMAL 5

ADJPHYSCNT Y DECIMAL 15

BINNUM Y ALN 8


CURBAL Y DECIMAL 15

EQNUM Y UPPER 8

ERRORVALUE Y DECIMAL 10

GLCREDITACCOUNT Y ALN 20

GLDEBITACCOUNT Y ALN 20

ITEMNUM N UPPER 30

LASTUPDATEBY Y UPPER 18

LASTUPDATEDATE Y DATE 10

LOTNUM Y UPPER 8

MATCH N YORN 1

ORGID N UPPER 8

PHYSCNT Y DECIMAL 15

PHYSCNTBY Y UPPER 18


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PLUSTCBSEL Table

PLUSTCBSTATUS Table

PHYSCNTDATE Y DATETIME 10

RECON N YORN 1

ROTATING N YORN 1

SECTIONNUM Y INTEGER 4

SERIALNUM Y UPPER 50

SITEID N UPPER 8

VALUE Y DECIMAL 10


CNTFREQDATE Y DATE 10


ORGID N UPPER 8

SELECTIONICG Y UPPER 16

SELECTIONITM Y UPPER 16

SELECTIONROTITM Y UPPER 16

SELECTIONTYPE N UPPER 8

SITEID N UPPER 8


CHANGEBY N UPPER 18

CHANGEDATE N DATE 10




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PLUSTCLAIM Table

MEMO Y UPPER 50

ORGID N UPPER 8

SITEID N UPPER 8

STATUS N UPPER 8


CLAIMBY Y UPPER 8

CLAIMDATE Y DATE 12

CLAIMEDAMT Y AMOUNT 10

CLAIMID N UPPER 10

CONTACT Y ALN 50

COSTAMT Y AMOUNT 10


EQNUM Y UPPER 8

GLACCOUNT Y ALN 20

HISTORYFLAG N YORN 1

INCIDENTDATE N DATETIME 10

INVOICENUM Y UPPER 8

ITEMNUM Y UPPER 30

LDKEY Y INTEGER 4

ORGID N UPPER 8






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PLUSTCLAIMDEFDAT Table

PLUSTPOS Y UPPER 15


PONUM Y UPPER 8

QTYCLAIMED Y DECIMAL 15

QTYFAILED Y DECIMAL 15

QTYRECOVERED Y DECIMAL 15

RECOVEREDAMT Y AMOUNT 10

SITEID N UPPER 8

STATUS N UPPER 8

STATUSDATE N DATETIME 10

STOREROOM Y UPPER 8

VENDOR Y UPPER 8

WARRANTYID N UPPER 8

WARRANTYTYPE Y UPPER 10

WONUM Y UPPER 10



LABMARKUP Y DECIMAL 5

MATMARKUP Y DECIMAL 5

SERVMARKUP Y DECIMAL 5

STOREROOM Y UPPER 8


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PLUSTCLAIMSTATUS Table

PLUSTCLAIMTRWNDW Table


CHANGEDBY N UPPER 8

CLAIMID N UPPER 10

MEMO Y ALN 50

ORGID N UPPER 8

SITEID N UPPER 8

STATUS N UPPER 8

STATUSDATE N DATETIME 10


AMTCLAIMED Y AMOUNT 10

COVERAGENUM Y INTEGER 5

EQNUM Y UPPER 8

ITEMNUM Y UPPER 30

LABTRANSID Y INTEGER 4

LDKEY Y INTEGER 4

LINECOST Y AMOUNT 10

OTHRS Y DURATION 8




PLUSTPOS Y UPPER 15




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PLUSTCOMP Table

QUANTITY Y DECIMAL 15

REGULARHRS Y DURATION 8

STOREROOM Y UPPER 8

TASKDESC N ALN 100

TASKID Y INTEGER 4

TRANSDATE Y DATE 12

TRANSWARRID Y INTEGER 4

UNITCOST Y AMOUNT 10

VENDORITEMNUM Y UPPER 30

WARRANTYID Y UPPER 8

WARRANTYTYPE N UPPER 10

WODESC N ALN 100

WONUM Y UPPER 10


COMPONENT N UPPER 15


INACTIVE N YORN 1

LDKEY Y INTEGER 4

ORGID N UPPER 8

PARENT Y UPPER 15

POSITIONREQ N YORN 1


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PLUSTCSNP Table

PLUSTDEPPREVIEW Table


AUTHORITY Y ALN 30

CERTIFICATENUM Y ALN 30


EFFECTIVEDATE N DATE 4

EXPIRATIONDATE Y DATE 4

INACTIVE N YORN 1

LABORCODE N UPPER 8

LDKEY Y INTEGER 5

MEMO Y ALN 50

NEWSTATUS N UPPER 8

OLDEFFECTDATE N DATE 4

OLDEXPIREDATE Y DATE 4

OLDSTATUS N UPPER 8

ORGID N UPPER 8

QUALIFICATIONID N UPPER 8

RENEWED N YORN 1

STATUSDATE Y DATE 4


CURRENTEQVALUE Y AMOUNT 10

DEPRECIATIONAMT Y AMOUNT 10

DEPRECIATIONDATE Y DATE 12

METERLTD Y INTEGER 13

03/2005 139


PLUSTDEPSCHEDULE Table

PLUSTDRILLDOWN Table

PERIODNUM Y INTEGER 4

TOTALDEP Y AMOUNT 10


CURRENTEQVALUE Y AMOUNT 10

DEPRECIATIONAMT Y AMOUNT 10

DEPRECIATIONDATE Y DATE 12

EQNUM N UPPER 8

METERLTD Y INTEGER 13

ORGID N UPPER 8

PERIODNUM Y INTEGER 4

SITEID N UPPER 8

TOTALDEP Y AMOUNT 10


INHIERARCHY N ALN 18

INITVALUE N UPPER 15

ISQBE N YORN 1

RTRATTRIBUTE N UPPER 18

TBNAME N UPPER 18


140 03/2005


PLUSTEDITINV Table

PLUSTEQCHNGCON Table

PLUSTEQCOND Table


INVOICELINECOST Y INTEGER 4

INVOICELINENUM Y INTEGER 4


INVOICESTATUS Y UPPER 7

TASKID Y INTEGER 4

WOLINECOST N INTEGER 16

WONUM N UPPER 10

WOSTATUS N UPPER 8


CONDITION N UPPER 8

CONDITIONDATE N DATETIME 10

MEMO Y ALN 50


CHANGEDBY Y UPPER 8

CONDITION N UPPER 8

CONDITIONDATE N DATETIME 12

EQNUM N UPPER 8

MEMO Y ALN 50

ORGID N UPPER 8

03/2005 141


PLUSTEQCVR Table

SITEID N UPPER 8

WONUM Y UPPER 10


CHILDCOMPONENTS N YORN 1

CHILDEQUIPMENT N YORN 1

COVERAGEID N INTEGER 5

COVERAGENUM N INTEGER 5

ENDDATE Y DATE 4

EQNUM N UPPER 8

FULLCOVERAGE N YORN 1

GWENDDATE Y DATE 4

NOTICEDATE Y DATE 4

NOTICEJPNUM Y UPPER 10

NOTICEWONUM Y UPPER 10

NOTIFICATION N YORN 1

ORGID N UPPER 8


SITEID N UPPER 8

STARTDATE Y DATE 10



142 03/2005


PLUSTEQCVRMTR Table

PLUSTEQMETER Table



ENDMETER Y DECIMAL 12

EQNUM N UPPER 8

GWENDMETER Y DECIMAL 12

METERNAME N UPPER 15

METERUNITS N UPPER 15

NOTICEREADING Y DECIMAL 12

ORGID N UPPER 8

SITEID N UPPER 8

STARTMETER Y DECIMAL 12


AVGTYPE N UPPER 15

CAPACITY Y DECIMAL 6

DAILYLIMIT Y DECIMAL 6

EQNUM N UPPER 8

METERAVG Y DECIMAL 12

METERINTERVALS Y INTEGER 6

METERITEM Y UPPER 30

METERLABEL N ALN 10


METERROLLOVER Y INTEGER 15

METERSTOCKTYP Y UPPER 8

03/2005 143


PLUSTEQSTATHIST Table

METERTYPE N UPPER 15


ORGID N UPPER 8

ROLLDOWN N YORN 1

SITEID N UPPER 8

STARTDATE N DATETIME 12

STATICAVERAGE Y DECIMAL 6


CHANGEAPP N ALN 12

CHANGEAPPREF Y ALN 12

CHANGEBY N UPPER 8

CHANGEDATE N DATETIME 30


EQNUM N UPPER 8

INHERITED N YORN 1

INHERITEDFROM Y ALN 12

ORGID N UPPER 8

SITEID N UPPER 8

STATUS Y UPPER 8


144 03/2005


PLUSTEQTPDEFDATTable

PLUSTEQTPWDW Table


DDEPSTARTDATE Y DATE 12

DINSTALLDATE Y DATE 12

DLOCATION Y UPPER 8

DMETERDATE Y DATE 12

DOPSTATUS Y UPPER 10

DPMSTARTDATE Y DATE 12

DPMSTORERM Y UPPER 8

DSERIALNUM Y UPPER 50

DWARRANTYDATE Y DATE 12

PREFIX Y UPPER 2

QUANTITY N INTEGER 6

STARTNUM N INTEGER 6

SUFFIX Y UPPER 2


DEPSTARTDATE Y DATE 12

EQEXIST Y UPPER 8

EQNEW Y UPPER 8

INSTALLDATE Y DATE 12

LOCATION Y UPPER 8

METERDATE Y DATE 12

OPSTATUS Y UPPER 10

PMSTARTDATE Y DATE 12

03/2005 145


PLUSTEQWARR Table

PLUSTFLBIN Table

PLUSTLABORQUAL Table

PMSTORERM Y UPPER 8


WARRANTYDATE Y DATE 12


EQNUM N UPPER 8

ORGID N UPPER 8

SITEID N UPPER 8



BINNUM Y ALN 8

ENTERDATE N DATETIME 12

ITEMNUM N UPPER 30

ORGID N UPPER 8

SITEID N UPPER 8

STORELOC N UPPER 8


AUTHORITY Y ALN 30



146 03/2005


PLUSTLOGENTRY Table




INACTIVE N YORN 1

LABORCODE N UPPER 8

LDKEY Y INTEGER 5

MEMO Y ALN 50

ORGID N UPPER 8


RENEWED N YORN 1

STATUSDATE Y DATE 4


COMMENTS Y ALN 50

DESTINATION Y UPPER 16

DRIVER Y UPPER 8

ENDDATE Y DATE 10

ENDTIME Y TIME 10

EQNUM N UPPER 8

FUELQTY Y DECIMAL 12

LOGID N UPPER 8

MILES Y DECIMAL 12

ORGID N UPPER 8



03/2005 147


PLUSTLOGMTR Table

PORIGIN Y UPPER 16

SITEID N UPPER 8

STARTDATE Y DATE 10

STARTTIME Y TIME 10

STATE Y UPPER 2

TRIPDATE N DATETIME 12

TRIPNUM N UPPER 8

UNITS Y UPPER 15


COMMENTS Y ALN 50

DRIVER Y UPPER 8

EQNUM N UPPER 8

FAILUREDESCRIPTION Y UPPER 250

FAILUREREASON Y UPPER 30

IMPORTED N YORN 1

LOGID N UPPER 8

METERDELTA N DECIMAL 12

METEREND N DECIMAL 12


METERSTART N DECIMAL 12


ORGID N UPPER 8

PURCHASE N YORN 1


148 03/2005


PLUSTLOGPROB Table

READINGDATE N DATETIME 12

SITEID N UPPER 8

STATE Y UPPER 2

TRIPNUM N UPPER 8

UPDATEMETER N YORN 1


COMMENTS Y ALN 50


DRIVER Y UPPER 8

EQNUM N UPPER 8

LOGID N UPPER 8

LOGPROBID N INTEGER 6

MECHCOMMENTS Y ALN 50

MECHRECOMMEND Y UPPER 10

ORGID N UPPER 8


PROBLEM Y UPPER 10

SITEID N UPPER 8

STATUS Y UPPER 8

STATUSDATE Y DATETIME 10

TRIPNUM N UPPER 8

WONUM Y UPPER 10

WORKORDER N YORN 1


03/2005 149


PLUSTLOGS Table

PLUSTLQNP Table


EQNUM N UPPER 8

LOGID N UPPER 8

ORGID N UPPER 8

SITEID N UPPER 8


AUTHORITY Y ALN 30





INACTIVE N YORN 1

LABORCODE N UPPER 8

LDKEY Y INTEGER 5

MEMO Y ALN 50

NEWSTATUS N UPPER 8

OLDAUTHORITY Y ALN 30

OLDCERTIFICATENUM Y ALN 30

OLDEFFECTDATE N DATE 4

OLDEXPIREDATE Y DATE 4

OLDSTATUS N UPPER 8

ORGID N UPPER 8


RENEWED N YORN 1

STATUSDATE Y DATE 4

150 03/2005


PLUSTMETERRDNG Table


DELTA N DECIMAL 12

DELTAREADING N YORN 1

DIDINHERIT N YORN 1

EQDESC Y ALN 80

EQNUM N UPPER 8

METERAVG Y DECIMAL 12

METERLABEL N ALN 10

METERLTD N DECIMAL 15


METERREASON N UPPER 15

MTRITEM Y UPPER 30

MTRSTOCKTYP Y UPPER 8

ORGID N UPPER 8

PONUM Y UPPER 8

READING N DECIMAL 12

READINGDATE N DATETIME 12

ROLLOVER N YORN 1

SITEID N UPPER 8

SYSTEMDATETIME N INTEGER 20

TRANSID N ALN 40

USERID N UPPER 8

WONUM Y UPPER 10

03/2005 151


PLUSTMTRCHNG Table

PLUSTMTRIMP Table


ENDDATE Y DATETIME 12

ENDREADING Y DECIMAL 12

EQNUM N UPPER 8


ORGID N UPPER 8

SEQUENCE N UPPER 4


SITEID N UPPER 8

STARTDATE N DATETIME 12

STARTREADING N DECIMAL 12


EQNUM N UPPER 8

FAILUREDESCRIPTION Y UPPER 250

FAILUREREASON Y UPPER 30

IMPORTED N YORN 1

METERITEM Y UPPER 30


METERREADINGDATE N DATETIME 12

METERREASON N UPPER 15

METERSTOCKTYP Y UPPER 8

ORGID N UPPER 8


152 03/2005


PLUSTMTRIMPRSLTS Table

PLUSTPOS Table

PLUSTQUAL Table

SITEID N UPPER 8


IGNOREWARNS N YORN 8

TOTALERROR N INTEGER 12

TOTALIMP N INTEGER 12

TOTALSUCCESS N INTEGER 12

TOTALWARN N INTEGER 12



INACTIVE N YORN 1

LDKEY Y INTEGER 4

ORGID N UPPER 8

PARENT Y UPPER 15

POSITION N UPPER 15



DURATION Y INTEGER 4

LDKEY Y INTEGER 4

ORGID N UPPER 8


03/2005 153


PLUSTSTRDG Table

PLUSTWARR Table



BINNUM Y ALN 8

COMMENTS Y ALN 50

ENTEREDBY N UPPER 8

ITEMNUM N UPPER 30

ORGID N UPPER 8

RDGDATE N DATETIME 12


SITEID N UPPER 8

STORELOC N UPPER 8

UNITS N UPPER 8



INACTIVE N YORN 1

LDKEY Y INTEGER 4

ORGID N UPPER 8

TYPE N UPPER 10

VENDOR Y UPPER 8

VENDORWARRANTYID Y ALN 30



154 03/2005


PLUSTWARRCVR Table

PLUSTWARRCVRMTR Table








GWTIMEDURATION Y INTEGER 4

GWTIMEUNITS Y UPPER 8

ITEMNUM Y UPPER 30

LDKEY Y INTEGER 4

NOTICEJPNUM Y UPPER 10

NOTICELEAD Y INTEGER 3

NOTIFICATION N YORN 1

ORGID N UPPER 8


TIMEDURATION Y INTEGER 4

TIMEUNITS Y UPPER 8




GWMETERDURATION Y INTEGER 12

METERDURATION Y INTEGER 12


03/2005 155


PLUSTWARREXC Table

PLUSTWARRTRANS Table

ORGID N UPPER 8


ORGID N UPPER 8

PLUSTREASON N UPPER 10




CLAIMEDAMT Y AMOUNT 10

CLAIMID Y UPPER 10

CLAIMLINENUM Y INTEGER 4

COVERAGEID Y INTEGER 5

COVERAGENUM Y INTEGER 5

COVEREDCOMP Y UPPER 15

COVEREDEQNUM Y UPPER 8

COVEREDITEMNUM Y UPPER 30

EQNUM Y UPPER 8


ITEMNUM Y UPPER 30

LABTRANSID Y INTEGER 4

LINECOST Y AMOUNT 10

MATUSETRANSID Y INTEGER 4


156 03/2005


PLUSTWARRVIEW Table

ORGID N UPPER 8

OTHRS Y DURATION 8

PARENTWONUM Y UPPER 10




PLUSTPOS Y UPPER 15




REFWONUM Y UPPER 10

REGULARHRS Y DURATION 8

SERVRECTRANSID Y INTEGER 4

SITEID Y UPPER 8

TRANSDATE Y DATE 4

TRANSWARRID N INTEGER 4


VENDOR Y UPPER 8

VENDORITEMNUM Y UPPER 30

WARRANTYID Y UPPER 8

WARRANTYTYPE Y UPPER 10




COVERAGEID Y INTEGER 5


03/2005 157


PLUSTWOASSET Table


EQNUM Y UPPER 8


ITEMNUM Y UPPER 30

ORGID N UPPER 8


VENDOR Y UPPER 8



CHILDPMNUM Y UPPER 8

CHILDWONUM Y UPPER 10

DESCRIPTION Y UPPER 80

EQNUM Y UPPER 8

JPNUM Y UPPER 10

LDKEY Y INTEGER 4

LOCATION Y UPPER 8

ORGID N UPPER 8

OTHER Y UPPER 15

PMNUM Y UPPER 8

SITEID N UPPER 8

WONUM N UPPER 10


158 03/2005


PLUSTWPSERV Table


ACTDESC Y ALN 50

COMP Y UPPER 15

EQNUM Y UPPER 8

FAILURE Y UPPER 10

GLCREDITACCT N ALN 20

GLDEBITACCT N ALN 20

INVOICELINENUM Y INTEGER 4


LDKEY Y INTEGER 4

LINECOST N AMOUNT 10

ORGID N UPPER 8




POSITION Y UPPER 15


REASON Y UPPER 10

SERVICEDATE N DATETIME 8

SERVTYPE N UPPER 10

SITEID N UPPER 8

TASKID Y INTEGER 4


VENDOR N UPPER 8

VENDORINVOICENUM Y UPPER 12

WONUM N UPPER 10

03/2005 159


PM Table

PO Table

POLINE Table

WORKACC Y UPPER 10

WORKTYPE Y UPPER 5


PLUSTENABLE N YORN 1


PLUSTCLAIMID Y UPPER 10

PLUSTCLAIMSTORE Y UPPER 8






PLUSTPOS Y UPPER 15





160 03/2005


PRLINE Table

RFQLINE Table

SERVRECTRANS Table






PLUSTPOS Y UPPER 15







PLUSTPOS Y UPPER 15







PLUSTPOS Y UPPER 15

03/2005 161


TOOLTRANS Table

WMASSIGNMENT Table

WORKORDER Table







PLUSTPOS Y UPPER 15



PLUSTDRIVERREQ N YORN 1



PLUSTOPER N YORN 1

PLUSTPASSENGER Y INTEGER 5





162 03/2005


WPEDITSETTING Table

PLUSTAPP Y UPPER 10

PLUSTAPPREF Y UPPER 15

PLUSTCMPNUM Y UPPER 10


PLUSTDRIVERREQ N YORN 1


PLUSTEQVALUE Y AMOUNT 10

PLUSTFULLCOVERAGE Y UPPER 1


PLUSTLOCK Y YORN 1

PLUSTLOGPROBID Y INTEGER 6

PLUSTMALERT N YORN 1

PLUSTPASSENGER Y INTEGER 5

PLUSTPOS Y UPPER 15

PLUSTQUALACT Y UPPER 1

PLUSTQUALASMT Y YORN 1


PLUSTQUALPLAN Y UPPER 1


PLUSTREFERENCE Y UPPER 50

PLUSTREPAIRLMTAMT Y AMOUNT 10

PLUSTVEND N YORN 1

PLUSTWARRPRESENT Y YORN 1


PLUSTEDITWPSERV N YORN 1


03/2005 163


WPLABOR Table

WPMATERIAL Table

WPTOOL Table





PLUSTPOS Y UPPER 15








PLUSTPOS Y UPPER 15





PLUSTPOS Y UPPER 15


164 03/2005

MPD1017-52_mx_tr_ugadd-02-ENG_03/2005

Release 5.2, 03/2005 165