CMMS FDS (Part 2)

Honeywell Process Solutions – Project & Automation Solutions, India
7.9.35.2.3 Select Action Menu
7.9.36 Lock Out / Tag Out
7.9.36.1 Overview
Tag out procedures is intended to completely eliminate the risks associated with a hazard,
and lock out operations must be performed exactly as specified. User can use the Lock Out /
Tag Out application to create tag out procedures.
7.9.36.2 Lock Out / Tag OutApplication Screen shots

Below are the tabs available in Lock Out / Tag Out application and the screens are as follows:
7.9.36.2.1 List Tab

List tab will display the list of records irrespective of status
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7.9.36.2.2 Lock Out / Tag Out Tab
Lock Out/Tag Out tab, will specify the list of Lock Out Operations required for a Tag Out
record.
7.9.37 Safety Plans
7.9.37.1 Overview
Safety plans provide all the safety related information about an asset or location in one
record, which user can then copy to job plans and work orders. User must clearly
associate safety requirements and procedures with work orders to fulfill the
requirements of regulatory agencies. User can use the Safety Plans application to
create safety plans and to add and view associated work assets, hazards, precautions,
and tag out procedures.
Statuses are not available for Safety Plans application.
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7.9.37.2 Safety Plans Application Screen shots
Below are the tabs available in Safety Plans application and the screens are as follows:
7.9.37.2.1 List Tab

7.9.37.2.2 Safety Plan Tab

Safety Plan tab, will specify the list of Assets/Locations as a Work Assets.
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7.9.37.2.3 Hazards and Precautions Tab
Hazards and Precautions tab, will list the hazards and its associated precautions for a Safety
Plan.
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7.9.37.2.4 Hazardous Materials Tab

Hazardous Materials tab, will list Hazardous Materials.
7.9.37.2.5 Tag Outs Tab

Tag Outs tab, will specify the list of Tag outs and its associated Lock Out Operations for an
Hazard,
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7.9.38 Calendars
7.9.38.1 Overview
Calendars are shared entities that define the framework for shifts, holidays, and so on, for
organizations. User will use the Calendars application to create and change calendars for
organizations and for sites. User can create calendars to define working times as well as
shifts. A calendar can also specify non-working time, such as weekends, holidays, and
shutdowns.
Statuses are not available for Calendars application.
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7.9.38.2 CalendarsApplication Screen shots
Below are the tabs available in Calendars application and the screens are as follows:
7.9.38.2.1 List Tab

7.9.38.2.2 Calendar Tab

Calender tab, will allow user to create and View the Working hours of an Organization within a
specific period.
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7.9.38.2.3 Work Periods Tab
Work Periods tab, will specify the shift wise information for a defined period.
7.9.39 Labor
Labor application is used to create, change, view, and delete labor records for employees
and contractors. Labor records can contain personal and work-related information, as well as
the type and location of work, procurement card information, and overtime refused by the
laborer.
Below are the statuses applicable to Labor application:
 ACTIVE
The default status that is applied when a Labor record is created.
 INACTIVE
Labor records with INACTIVE status which cannot be used in transactions like work
orders.
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Labor Change Status dialogue box in Maximo is shown in below figure.
7.9.39.1 Labor Application Screen shots
7.9.39.1.1 List Tab

7.9.39.1.2 Labor Tab

Labor tab, will specify the working location and his type of work to be attend.
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Observation: Calendar will be associated to Labor for knowing the labor availability for
maintenance.
7.9.39.1.3 Crafts Tab

Crafts tab, will specify the list of crafts that laborisassociated.
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7.9.39.1.4 Qualifications Tab
Qualifications tab, will specify the list of qualifications that labor has.
7.9.40 Qualifications
7.9.40.1 Overview
Qualifications application is used to create qualifications and certification requirements for a

set of Labor’s. A qualification is often indicated by a license or certificate that signifies
proficiency in a particular skill.
Using corresponding labor records, user can associate individuals with a qualification, user
can also view qualifications associated with a particular labor record and renew and change
the status of qualifications.
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Below are the statuses applicable to Qualifications application:
ACTIVE
The default status that is applied when a Qualification record is created.
 INACTIVE
Qualification records with INACTIVE status which cannot be associated with
Labor records.
Qualifications Change Status dialogue box in Maximo is shown in below figure.
7.9.40.2 Qualifications Application Screen shots
7.9.40.2.1 List Tab

7.9.40.2.2 Qualification Tab

Qualification tab will specify the required craft and skill levels, certificate information and tools
required for Qualification.
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7.9.40.2.3 Associated Labor Tab

Associated labor tab, will specify the list the associated labours for a qualification.
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7.9.41 People
7.9.41.1 Overview
People application is used to create, to modify, to view, and to delete records for individuals.
The People application stores information about individuals, such as users, laborers, asset
owners, and supervisors who receive workflow notifications.
A person record is a record for an individual whose name could appear as a text field value.
Workflow assignments are made to roles. All roles resolve to a person, to a person group, or
to an e-mail address.
Below are the statuses applicable to People application:
ACTIVE
The default status that is applied when a Person record is created.
 INACTIVE
Person records with INACTIVE status cannot be associated with Labor records.
People Change Status dialogue box in Maximo is shown in below figure.
7.9.41.2 Qualifications Application Screen shots
7.9.41.2.1 List Tab

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7.9.41.2.2 Person Tab

Person tab, will specify the generic details like work and personal details.
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Observation: Person records will be created in SAP and will be invoked into Maximo using
web service integration.
7.9.42 Person Groups
7.9.42.1 Overview
Person Groups application is used to manage the groups of workers within organization,
person group can be the recipient of a document that is routed by a workflow process. If a
document is routed to a person group, everyone in the group receives the document, unless
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user configures the process to send the document only to the person whose calendar
indicates availability.
Statuses are not available for Person Groups application.
7.9.42.2 Person Groups Application Screen shots
7.9.42.2.1 List Tab

7.9.42.2.2 Person Group Tab

Person Group tab, will display the list of persons available under this person group.
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7.9.43 Crafts
7.9.43.1 Overview
Crafts application is used to define craft records for a work plan, and to define skill levels,
standard rates, and premium pay codes for crafts. The craft code reflects the type of work that
employees and contractors perform.
User can also:
 Associate labor records with crafts and skill levels

 Specify multiple skill levels for each craft
To distinguish between a junior level mechanic and a senior level mechanic, user does not
create two separate craft records. User will create a one mechanic craft record and set up
junior and senior skill levels within the mechanic craft. Each skill level within the mechanic
craft can have different standard rates.
Statuses are not available for Crafts application
7.9.43.2 Craft Application Screen shots
7.9.43.2.1 List Tab

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7.9.43.2.2 Craft Tab
Craft tab, will specify skill levels, Standard rate, and premium pay rates.
Observation: Crafts are created in SAP and will be invokedinto Maximo using Web service
integration.
7.9.43.2.3 Associated Labor Tab

Associated Labor tab, will display the associated labours for a craft.
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7.9.44 Bulletin Board
In the Bulletin Board application, user can create messages about critical problems and
incidents that user can broadcast throughout the organization. User can also view
communication logs from service desk agents and their users, and communications that are
generated by workflow processes and escalations.
User can specify an audience for a message. If user does, only members of that audience
can see the message. Usercanalso specify the date and time for the message to appear and
to expire.
Recipients can view bulletin board messages from the navigation bar of an application or from
the Start Centre.
Below are the statuses applicable to Bulletin Board r application:

 DRAFT
The default status that is applied when anBulletin board record is created.
 APPROVED
Bulletin board records with APPROVEDstatus which cannot be posted to the bulletin
board.
 REJECTED
Bulletin board records with REJECTED status which cannot be posted to the
bulletin board.
 DEFFERED
Bulletin board records with DEFFERED status which cannot be posted to the bulletin board.
Bulletin Board Change Status dialogue box in Maximo is shown in below figure.
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Bulletin Board Application Screen shots
List tab
List tab will display all the list of Asset records irrespective of their status
Bulletin Board Tab

Bulletin Board tab, will display informationrequired to publish for maximo users.
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Communication Log Tab

Communication Log tab, will display the communicationinformation.
Select Action Menu
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7.9.45 Communication Templates
7.9.45.1 Overview
Communication Templates application is used to create and manage communication

templates. These templates can be used to standardize frequently used email
communications (which are also known as notifications).
User can use communication templates in the following ways:
 User can add file attachments or document folders to communication templates. When
an email communication is sent, the attachments are included in the email
communication, either in a folder or in an attachment.
 User can use communication templates with the workflow process. For example, user
might have a workflow process for purchase requisitions that uses a communication
template. When a user submits a request for a notebook, the purchase request enters
the workflow and must be approved by an immediate supervisor. When the purchase
request is approved, the status is set to approve. An email communication is then sent
out using the communication template to the user who submitted the request.
 User can use communication templates with the escalation process. For example,
when a service desk agent does not complete assignments within six hours, user can
create an escalation configuration that uses communication templates. The assignment
is escalated to the supervisor, and the supervisor receives an email communication.
 Service desk agents can create and send email communications from the ticket
applications (the Service Requests application, the Incidents application, and the
Problems application). These email communications are sent by using standardized
information from communication templates. The recipients of the email
communications can respond. The service desk agents can view the two-way dialog in
the communication log in the ticket applications.
Below are the statuses applicable to Communication Templates application:
INACTIVE
The default status that is applied whenever a Communication Template record
is created.
 ACTIVE
Communication Template records with ACTIVE status cannot be associated with
transactions.
Communication Templates Change Status dialogue box in Maximo is shown in below figure.
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7.9.45.2 Communication TemplatesApplication Screen shots
7.9.45.2.1 List Tab

7.9.45.2.2 Communication Template Tab
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Communication Template tab, allows to create, view and modify the template record.
Observation: Communication template is a kind of Mail notification between maximo users.
7.9.45.2.3 Recipients Tab

Recipients tab, allows users to view and create the list of recipients for a communication.
7.9.45.2.4 Attachment Folders Tab
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Attachment Folders tab, allow user to sent attachments, images and folders along with
communication(Email).
7.9.46 Meters
7.9.46.1 Overview
Meters application is used to add or to modify meter definitions. Meter definitions include
names for the meters as well as sets of attributes that describe the meters. Meters are used
to track asset or location performance. An asset or a location can have multiple meters
associated with it.
While there may be instances where the same meter is used more than once on the same
asset or location, meters in the following applications reflect logical meters:
 Meter Groups
 Assets
 Locations
 Preventive Maintenance
 Job Plans
 Items
 Condition Monitoring
Meters in the applications listed above are used to track meter readings, not physical meters.
Statuses are not available for Meters application.
7.9.46.2 MetersApplication Screen shots
7.9.46.2.1 List Tab
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7.9.46.2.2 Meter Tab

Meter Tab is used to create,view and modify the meter record.
7.9.46.2.3 Where Used Tab

Where Used Tab is used to specify the where the meter is used.
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List of Actions available for Meters application are shown in below screen.
7.9.47 Meter Groups
7.9.47.1 Overview
Meter Groups application is used to define a logical grouping of meters that comprise a meter
group. Meter groups represent a collection of meters that are used together numerous times.
By creating a meter group, user can add multiple meters to an asset or to a location at the
same time. Once meter groups are defined, user can add meters to a group and remove
meters from a group. Meter groups can be applied to assets, to locations, and to rotating
items using the Inventory Control application to designate the meters associated with a
rotating item.
Statuses are not available for Meter Groups application.

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7.9.47.2 Meter GroupsApplication Screen shots
7.9.47.2.1 List Tab
7.9.47.2.2 Meter Group Tab

Meter Group tab, will specifies list of Meters required as a single unit.
Observation: Grouping list of meters into a single unit and will be tagged to Assets.

List of Actions available for Meter Group application are shown in below screen.
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7.9.48 Failure Codes
7.9.48.1 Overview
Failure Codes application is used to build and to display failure hierarchies. Hierarchies help
user to construct accurate histories of the failures that affect assets and operating locations.
After reporting and analyzing failure trends, user can take preventive measures. The identifier
of a failure hierarchy is the failure class.
Statuses are not available for Failure Codes application.
7.9.48.2 Failure CodesApplication Screen shots
7.9.48.2.1 List Tab
7.9.48.2.2 Failure Codes Tab

Failure Codes tab, will specify the different combinations of Failures as a single class (Failure
Class).
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Observation: Maximo allows user to make use of failure impact and its related failure
information in asset, location and work order tracking applications.

List of Actions available for Failure Codes application are shown in below screen.
7.9.49 Shipment Receiving
7.9.49.1 Overview
In a large organization, user can transfer inventory items or tools between storerooms within
the same site or across sites and organizations and track their delivery. User can create
shipment receipt records to acknowledge the receipt of transferred items and update
inventory balances at the destination storeroom.
User can create shipment receipt records to log information such as the quantity of items that
were received, the date the items were received, and the destination storeroom for the
shipment. When the shipped items are received, the storeroom balance is updated for the
inventory records at the destination site. The quantity of received items is also verified to
determine whether the number of shipped items satisfies the requirement at the destination
site. The shipment is considered to be complete or partial based on this requirement, and the
inventory usage record is updated according to this status.
Status involved in Shipment Receiving Application

 None
Default status for records.
 Partial
This status signifies that still the items/materials needs to be received.
 Complete
This status signifies that all items against PO/INVENTORY USAGE have been
received.
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7.9.49.2 Shipment Receiving Application Screen shots
7.9.49.2.1 List Tab
7.9.49.2.2 Shipment Receipts

Shipment Receipts tab, will specify the shipped goods details.
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7.9.49.3 Abbreviations
Labels Key Words Description of Key words

The company or division where the items are to be
Ship To SHIPTO shipped
The number of the packing slip that accompanies
Packing Slip PACKINGSLIPNUM the shipment.
Shelf Life Identifies the number of days that the item can be
(Days) SHELFLIFE stored before it must be used.
To Condition The condition code that indicates the current
Code CONDITIONCODE physical condition of the item.
7.9.50 Invoices
7.9.50.1 Overview
User can record vendor invoices as you receive them, record debit and credit notes from
vendors, and match invoice details against purchase orders and receipts. User can also
create invoices for which there are no purchase order numbers.
Below are the statuses applicable to Invoices application:
 ENTERED
The default status that is applied when an Invoice record is created.
 APPROVED
Available only if the current invoice status is Entered, Waiting for Approval, or Hold. If
user changes the status directly to Paid without first approving the invoice, the invoice
is validated for approval criteria. An approved invoice is stored as a history record; for
invoices in history, user can change only the Check Code field, the Check # field, and
the Paid Date field.
 CANCEL
If the current invoice status is Entered, Waiting for Approval, or Hold. User cannot
cancel an approved invoice. A canceled invoice is stored as a history record and
cannot be modified.
 HOLD
Available only if the current invoice status is Entered or Waiting on Approval (WAPPR).
If the invoice must not be approved or paid, user can change the invoice to hold status.
For example, if user received an invoice but have not received the items, or if there is a
discrepancy between the invoice and the receipts, user can place the invoice on Hold
status. An invoice in Hold can be edited.
 PAID
Available only if the current invoice status is Entered, Waiting for Approval, Approved,
or Hold. If user changes the status directly to Paid without first approving the invoice,
the product approves the invoice. A paid invoice is stored as a history record and
cannot be modified.
 WAITING ON APPROVAL
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Available only if the current invoice status is entered or Hold. User will use this status to
indicate that invoice information has been entered. The invoice is ready for review and
approval by the appropriate level of staff. An invoice waiting for approval can be edited.
Invoices Change Status dialogue box in Maximo is shown in below figure.
7.9.50.2 Invoices Application Screen shot
7.9.50.2.1 List Tab
Observation: Invoices will be created in SAP based on Receipts done in Maximo.

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7.9.50.2.2 Invoice Tab
Invoice tab, allow user to create, view and modify the invoice details.
Observation: invoicing will be done in SAP.
7.9.50.2.3 Invoice Lines Tab

Invoice Lines tab, list the items/services for invoicing.
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7.9.50.2.4 Terms and Conditions Tab

Terms and Conditions tab, will specify the list of terms and conditions for an invoice.
7.9.50.2.5 Specifications Tab

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Specifications tab, allows user to view the specification details of an item.
7.9.51 Companies
7.9.51.1 Overview
“Companies” application maintains detailed information about vendors, manufacturers, and

other companies.
Vendors can have parent companies. There can be multiple vendor locations for a single
company. Using reports, user can determine total year-to-date expenditures with a single
organization, regardless of its location. Company information must be entered in the
“Companies” application first so that other modules, such as Inventory and Purchasing, can
access the information.
Statuses are not available for “Companies” application.
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7.9.51.2 Companies Application Screen shots
7.9.51.2.1 List Tab
List tab will display the list of records as follows
Observation: Companies will be created in SAP.
7.9.51.2.2 Company Tab

Company tab, will specify the purchasing details and payment details of a company recod.
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7.9.51.2.3 Contacts Tab

Contacts tab, will display the contact details of a vendor.
7.9.51.2.4 Addresses Tab

Addresses tab, will display the general information and remit to information of a vendor.
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7.9.51.2.5 Branches Tab

Branches tab, will display the list of braches for a vendor.
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7.9.52 Sets
7.9.52.1 Overview
Sets application used to create a framework to share item data and company (vendor) data
across multiple organizations.
The item and company master records exist at the organization level so that organizations
can share the same data. These records are stored in sets, which are stored at the database
level.
Grouping items into sets allows users to transfer items among sites within different
organizations. Grouping companies into sets ensures that all sites and organizations use
consistent names for vendor companies and that accurate consolidated vendor reporting can
be performed. The following table describes item sets and company sets.
Statuses are not available for “Sets” application.
7.9.52.2 Sets Application Screen shots
7.9.52.2.1 Main Tab
Main tab will display the list of item and company set records as follows
7.9.53 Organization
7.9.53.1 Overview
Organization’s application used to set up the organizations and sites that user use. User must
define at least one organization and one site.
For each organization, you specify the following properties:
 Base currency
 Default item status
 Item and company sets
 General ledger clearing account
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 Address codes for organizational units, including sites, that user can use on records
When user system configuration includes multiple organizations and sites, User Company can
run the system in multiple facilities from the same database. Using a web browser, each site
can access its own site-specific data and common data across the multiple sites.
The architecture of the system enables different organizations and sites to keep parts of their
operations separate, while sharing others. For example, different facilities can share purchase
agreements and vendors, and share and transfer items, while keeping work order data and
job plan data separate.
Statuses are not available for “Organizations” application.
7.9.53.2 Organizations Application Screen shots
7.9.53.2.1 List Tab
List tab will display the list of records as follows
7.9.53.2.2 Organization Tab

Organization Tab is used to enter, view, or modify the main record for an Organization.
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7.9.53.2.3 Addresses Tab
Addresses Tab is used to enter/specify the addressesfor a NSRP organization.
7.9.53.2.4 Sites Tab

Sites Tab is used to specify the default ship to and bill to address by selecting an address
code for a Site.

List of Actions available for Organizations application are shown in below screen.
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7.9.54 KPI Manager
7.9.54.1 Overview
In the Key Performance Indicator Manager application, user can create key performance
indicators to track critical performance variables over time. User can view key performance
indicators in the start center or with the key performance indicator manager.
With the appropriate authorization, user can also use the Create KPI action to create key
performance indicators in other applications.
Statuses are not available for “KPI Manager” application.
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7.9.54.2 KPI Manager Application Screen shots
7.9.54.2.1 List Tab

7.9.54.2.2 KPI Tab

KPI Tab is used to enter, view, or modify the main record for an Object/Application.
Observation: KPIs can be developed as per NSRP requirement and same will be configured
on Start center.
7.9.54.2.3 Historical Trends

Historical Trends specifies the historical values and allows comparingwith another KPI with
current one.
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List of Actions available for KPI Manager Application are shown in below screen.
7.9.55 Report Administration
7.9.55.1 Overview
Using Reports Administration application to open a list of reports, define reports for your
users, change names of reports and field titles, and set or view security. As the Report
Administrator, user can specify for your users the availability of reports and how they open,
run, and print; the appearance of report titles and headings, and report security settings.
Statuses are not available for “Report Administration” application.
7.9.55.2 Report Administration Application Screen shots
7.9.55.2.1 List Tab

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7.9.55.2.2 Report Administration Tab

Report Administration can specify create browser shortcuts, enable printing options, limit the
number of records included in the report, and import library files.
7.9.55.2.3 Security Tab

Security Tab specifies access for each application to which user wants that group to have
access. For each group, user can also define the types of reports for which they have access.
7.9.55.2.4 Performance Tab

Performance Tab used to enter, view and modify the Performance settings for a current
report.
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List of Actions available for Report Administration application are shown in below screen.
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7.9.56 Report Viewer
7.9.56.1 Overview
In the Report Viewer application, user can view the output of scheduled reports. Reports can
be accessed and viewed directly from the application, as well as through e-mail attachments.
Statuses are not available for “Report Viewer” application.
7.9.56.2 Report Viewer Application Screen shots
7.9.56.2.1 Main Tab

Main tab, allows user to view the output of scheduled reports.

List of Actions available for Report Viewer application are shown in below screen.
7.9.57 Conditional Expression Manager
7.9.57.1 Overview
The Conditional Expression Manager application is a library of conditional classes and

expressions. You can apply the conditions to fields, tabs, and other user interface controls in
applications to control the presentation. You can also apply conditions to security groups to
control access to applications, controls, and data.
Statuses are not available for “Conditional Expression Manager” application.
7.9.57.2 Conditional Expression Manager Application Screen shots
7.9.57.2.1 Main Tab

Main tab, allows user to enter, view and modify the expressions/class.
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List of Actions available for Conditional Expression Manager Application are shown in below
screen.
7.9.58 Asset Templates
7.9.58.1 Overview
We can specify common asset information in an asset template that NSRP can then apply to
multiple assets. NSRP can associate spare parts, meters, and data sheets with the template.
Assets that are based on the template inherit these spare parts, meters, and data sheets.
NSRP can associate a specification with the asset template on the Specifications tab.
Preventive maintenance information can also be specified for an asset template. When the
template is applied to existing assets or new assets, associated PMs, which are based on the
master PM, are created for each asset. NSRP can use asset templates to create multiple
assets or to update multiple existing assets.
Following Statuses are applicable in Asset Templates application:
 Active
This status signifies Asset template is in active state and is ready to genearate
the list of assets.
 Inactive
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Asset Templates record in “inactive” state signifies asset template is not ready
for generation of assets.
 Draft
It’s a default status of an asset template record whenever a user tries to create a
new record.
Asset Template Change Status Dialog box from Maximo Application
7.9.58.2 Asset Templates Application Screen shots

Below are the tabs available in Asset Templates application and respective screens as
follows:
7.9.58.2.1 List tab

List tab will display all the list of Asset Template records irrespective of their status
7.9.58.2.2 Asset Template Tab

Asset Template Tab specifies the generic information for an Asset record.
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Observation: Using Asset template user can create n number of assets with same
specifications.
7.9.58.2.3 Spare Parts Tab

Spare Parts Tab, specifies the Bill of materials used for an asset template.
7.9.58.2.4 PMs Tab

PM’s tab, specifies the commissiondetails for an asset template record.
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7.9.58.2.5 Meters Tab

Meters tab, specifies list of meters used for a asset template record.

Classifications Tab, allows users to sort all assets into organized categories of assets. Use
the Specifications tab on an asset template record to add classification information to an asset
records generated from these Asset template.
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7.9.58.2.7 Asset Templates Select Action menu
7.9.59 Relationships
7.9.59.1 Overview
A relationship uses basic terms to describe the dependency or connectivity between

configuration items. The basic terms include runs on, installed on, contained, and so forth.
User can define and work with relationships in these ways: In the Relationships application,
you create the formal definitions and accompanying rules for relationships. In the
Configuration Items application, you associate configuration items with each other using the
relationships that you define in the Relationships application.
Statuses are not available for Relationships application.

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7.9.59.2 Relationships Application Screen shots

Below are the tabs available in Relationships application and respective screens as follows:
7.9.59.2.1 List tab

Relationships List tab will display the list of records irrespective of status.
7.9.59.2.2 Relationship Tab

Relationship tabspecifies type of relationship and relationship rules for a current record.
7.9.59.2.3 Relationship Select Action List

List of Actions available for Relationships application are shown in below screen.
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7.9.60 Currency Codes
7.9.60.1 Overview
The Currency Codes application is used to define and manage currencies. A currency code is
a user-defined value that represents a currency. The Currency Codes application stores
currency codes at the system level. All organizations can view, use, and add currency codes.
Statuses are not involved in Currency Codes application.
7.9.60.2 Currency CodesApplication Screen shots

Below are the tabs available in Currency Codes application and respective screens as
follows:
7.9.60.2.1 Main Tab

Main tab will display the list of records irrespective of status
Observation: Currency Codes will be created in SAP.

For Currency Codes application, Select action is not available.
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7.9.61 Exchange Rates
7.9.61.1 Overview
The Exchange Rates application, NSRP can create exchange rates and modify existing rates.
NSRP can also configure multiple base currencies to ensure that all appropriate currencies
and exchange rates are in the database. NSRP can also ensure that all affected applications
perform the correct calculations.
Statuses are not involved in Exchange Rates application.
7.9.61.2 Exchange Rates Application Screen shots

Below are the tabs available in Exchange Rates application and respective screens as
follows:
7.9.61.2.1 Main Tab

Observation: Exchange Rates will be created in SAP.
For Exchange Rates application, Select action is not available.
7.9.62 Chart of Accounts
7.9.62.1 Overview
The Chart of Accounts application, NSRP can set up organization-specific general ledger
accounts and resource codes for standard accounting functions. NSRP create accounts and
resource codes to correspond with accounts that use in external accounting system
Statuses are not involved in Chart of Accounts application.
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7.9.62.2 Chart of Accounts Application Screen shots
Below are the tabs available in Chart of Accounts application and respective screens as
follows:
7.9.62.2.1 Main Tab

For Chart of Accounts application, Select action is not available.
Observation: Chart of Accounts will be created in SAP.
7.9.63 Collections
7.9.63.1 Overview
User can create collections of records such as configuration items, assets, and locations to
make the records easier to access and manage in other applications. In the Collections
application, you can create, view, change, or delete collections. Instead of selecting from a list
of all configuration items, assets, or locations, user specify the collection from which users
obtain records. User can also use collections to provide users limited access to configuration
items. In the Security Groups application, you can assign user groups to specific collections.
Users in these groups see only the configuration items that are part of the specified
collections.
Statuses are not involved in Collections application.
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7.9.63.2 CollectionsApplication Screen shots
Below are the tabs available in Collections application and respective screens as follows:
7.9.63.2.1 List tab
7.9.63.2.2 Collection tab

Collection tab will specify the list of CI Items, Assets and Locations as a single unit.
7.9.63.2.3 Collections Select Action List

List of Actions available for Collections application are shown in below screen.
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7.9.64 Configuration Items
7.9.64.1 Overview
User uses the Configuration Items application to define, create, and manage relationships
among configuration items according to relationship rules that you specify in the
Relationships application. A configuration item is any component of an information technology
infrastructure that is controlled by configuration management.
Following Statuses are applicable in Configuration Items application:
Not ready
When you create a configuration item, it has a status of not ready.
 Operating
This status indicates that the configuration item is currently being used.
 Decommissioned
Configuration items that have been decommissioned cannot be used in new
records. User can access a decommissioned configuration item only in the
Configuration Items application.
Configuration Items Change Status dialogue box in Maximo is shown in below figure
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7.9.64.2 Configuration ItemsApplication Screen shots
Below are the tabs available in Configuration Items application and respective screens as
follows:
7.9.64.2.1 List tab

List tab will display the list of records irrespective of status.
7.9.64.2.2 Configuration Items tab

Configuration items tab will display CI details along with its specification.
7.9.64.2.3 Related CIs tab

Related CIS tab will display list of relationships for a Configuration Item.
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7.9.64.2.4 Configuration Items Select Action List
7.9.65 Object Structures
7.9.65.1 Overview
An object structure is the common data layer that the integration framework components use
for outbound and inbound application message processing. An object structure consists of
one or more related business objects that define the content of an XML message (schema).
An object structure provides the message content for channels and services and enables
application-based import and export. In addition, an object structure, on its own, can be called
as a service, supporting the Create, Update, Delete, Sync, and Query operations.
Statuses are not available in Object Structure Application.
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7.9.65.2 Object Structures Application Screen shots
Below are the tabs available in Object Structures application and respective screens as
follows:
7.9.65.2.1 List Tab

List tab will display all the list of Object Structure records.
7.9.65.2.2 Object Structure Tab

Object Structure Tab is an identification of what data to include in an object structure requires
some knowledge of applications and their associated objects.
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7.9.65.2.3 Object Structure Select Action Menu

List ofActions available for Object Structure application are shown in below screen
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7.9.66 Publish Channels
7.9.66.1 Overview
A publish channel is used for sending asynchronous messages, through a JMS queue, to an
external system. Publish channel messages can be initiated via an event or through the Data
Export feature.
The integration framework includes predefined publish channels or user can configure new
publish channels. When configuring a publish channel, user must associate it with an object
structure, and, optionally, enable an event listener. User must also configure the publish
channel with an external system to determine where the message is delivered to. User can
also configure processing rules, Java processing classes, or XSL mapping to customize
transaction processing of the publish channel.
Statuses are not available in Publish Channels Application.
7.9.66.2 Publish Channels Application Screen shots

Below are the tabs available in Publish Channels application and respective screens as
follows:
7.9.66.2.1 List Tab:

List tab will display all the list of Publish Channel records.
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7.9.66.2.2 Publish Channel Tab

Publish Channel Tab is used for data export, user must create the publish channel, associate
it with an object structure, and enable an event listener.
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7.9.66.2.3 Publish Channel Select Action Menu

List of Actions available for Publish Channel application are shown in below screen.
7.9.67 Invocation Channels
7.9.67.1 Overview
Invocation channels define the processing logic and mapping of inbound and outbound data,
which enables the integration framework to call external applications and process responses.
Statuses are not available in Invocation Channels Application.
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7.9.67.2 Invocation Channel Application Screen shots
Below are the tabs available in Invocation Channel application and respective screens as
follows:
7.9.67.2.1 List Tab:

List tab will display all the list of Invocation Channel records.
7.9.67.2.2 Invocation Channel Tab:

User can create an invocation channel record to send outbound data from an object structure
to an external system and to process responses from the external system.
7.9.67.2.3 Invocation Channel Select Action Menu:

List of Actions available for Invocation Channel application are shown in below screen.
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7.9.68 Enterprise Services
7.9.68.1 Overview
An enterprise service is a pipeline for querying external data and importing data from an
external system. An enterprise services can process data synchronously (without a queue) or
asynchronously (with a queue). Enterprise services can use multiple protocols, such as web
services and HTTP.
An enterprise service has data processing layers that transform data and apply business
processing rules to data before the it reaches the target objects. When the inbound message
reaches the object structure layer, the XML message must be in the format of the object
structure schema. The integration framework can then can process the message successfully.
Statuses are not available in Enterprise Services Application.
7.9.68.2 Enterprise Services Application Screen shots

Below are the tabs available in Enterprise Services application and respective screens as
follows:
7.9.68.2.1 List Tab:

List tab will display all the list of Enterprise Service records.
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7.9.68.2.2 Enterprise Service Tab:

When user creates an enterprise service, user associates it with an object structure. User can
also configure gateway properties that are added to the header information of inbound
messages.
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7.9.68.2.3 Enterprise Service Select Action Menu

List of Actions available for Enterprise Service application are shown in below screen
7.9.69 Web Services Library
7.9.69.1 Overview
External systems can use integration framework web services to send messages or queries to
the Maximo database. User can use an integration framework service as the source for a web
service and then deploy this service to communicate with external systems.
Statuses are not available in Web Services Library Application.
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7.9.69.2 Web Services Library Application Screen shots
Below are the tabs available in Web Services Library application and respective screens as
follows:
7.9.69.2.1 List Tab

List tab will display all the list of Web Services Library records.
7.9.69.2.2 Web Services Library Tab

The source of a web service can be an object structure service, a standard service, or an
enterprise service.
7.9.69.2.3 Web Services Library Select Action Menu

List of Actions available for Web Services Library application are shown in below screen
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7.9.70 End Points
7.9.70.1 Overview
An endpoint and its associated handler routes outbound messages to an external system.
The combination of an endpoint and handler specifies the transport protocol to use, such as
HTTP or web service, and provides the communication data required to reach the destination,
such as a URL.
Statuses are not available in End Points Application.
7.9.70.2 End Points Application Screen shots

Below are the tabs available in End Points application and respective screens as follows:
7.9.70.2.1 List Tab

List tab will display all the list of End Points records.
7.9.70.2.2 End Point Tab

In the End Points application, user can create an endpoint that specifies how outbound
transactions are delivered and the handler that routes them.
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7.9.70.2.3 End Points Select Action Menu

List of Actions available for End Points application are shown in below screen
7.9.71 External Systems
7.9.71.1 Overview
User can configure the external system that the integration framework communicates with.
User can configure external systems for external applications within or outside your
enterprise. If user copies a predefined external system, it copies the channels and services
that are configured for it. User can configure a new external system to use existing JMS
queues.
Statuses are not available in External Systems Application.
7.9.71.2 External Systems Application Screen shots

Below are the tabs available in External Systems application and respective screens as
follows:
7.9.71.2.1 List Tab
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List tab will display all the list of External System records.
7.9.71.2.2 System Tab

To configure an external system, identify the external system and associate it with the
channel or service used to process transactions. User must also configure the JMS queues
that the external system uses and user can configure integration controls to support
customization with processing rules.
7.9.71.2.3 Publish Channel Tab

Here user gives the Publish Channel and End Point to Export Data.
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7.9.71.2.4 Enterprise Service Tab

Here user gives the Enterprise Service to Import Data.
7.9.71.2.5 External System Select Action Menu

List of Actions available for External System application are shown in below screen
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7.9.72 Logical Management Operations
7.9.72.1 Overview
User can create a logical management operation to define an action that a process
management product executes from the integration framework. User also can define what
specific object field attributes that they logical management operation uses.
Statuses are not available in Logical Management Operations Application.
7.9.72.2 Logical Management Operations Application Screen shots

Below are the tabs available in Logical Management Operations application and respective
screens as follows:
7.9.72.2.1 List Tab

List tab will display all the list of Logical management Operations records.
7.9.72.2.2 Logical management Operations Tab

User can define the invocation pattern on a logical management operation. The pattern value
determines whether the logical management operation is long-running and how the process
management product expects a response from the operational management product.
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7.9.72.2.3 Logical Management Operation Select Action Menu

List of Actions available for Logical Management Operation application are shown in below
screen.
7.9.73 Integration Modules
7.9.73.1 Overview
Integration modules receive data requests from process management products and return the
response data from operational management products.
User can create an integration module to pass data between local and external applications.
Depending on user needs, user can implement an integration module as an invocation
channel or Java™ class. Both the invocation channel and Java class have access to the
database and all the objects in memory at the time a process management product invokes
an integration module.
Statuses are not involved in the Integration Modules application.
7.9.73.2 Integration Modules Application Screen shots

Below are the tabs available Integration Modules application and the screens are as follows:
7.9.73.2.1 List tab
Integration Modules List tab will display the list of records.
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7.9.73.2.2 Integration Module tab

Integration Module tab Used to create and modify the Integration Module.
7.9.73.2.3 Integration Module Select Action Menu
7.9.74 Launch in Context
7.9.74.1 Overview
User use the Launch in Context application to create and modify launch entry records which
open an external application in the same or a different browser session. User can open
applications independently or as part of an application integration scenario.
The launch entry record can utilize the following options in the Application Designer to open
an external application:
 Select action menu items

 Hyperlinks
 Buttons
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User use the Launch in Context application to create and update launch entries. A launch
entry defines a URL that opens a console for an external application. The launch entry can
pass data, referred to as context, from the application to the external console. User can
configure a console URL for any application with a web-based console. Additionally, user can
configure console URLs for consoles that use Java™ Web Start. User cannot use a launch
entry to open applications that are not enabled for the web. User can configure a launch point
from any application.
Statuses are not involved in the Launch in Context application.
7.9.74.2 Launch in Context Application Screen shots

Below are the tabs available in Launch in Context application and the screens are as follows:
7.9.74.2.1 List tab
Launch in Context List tab will display the list of records.
7.9.74.2.2 Launch Entry tab

Launch Entry tab Used to create and modify the Launch Entry.
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7.9.74.2.3 Launch in Context Select Action Menu
7.9.75 Message Tracking
7.9.75.1 Overview
The Message Tracking application tracks and displays the processing history of queue-based
enterprise service messages, and queue-based publish channel messages.
The Message Tracking application works with the Message Reprocessing application. When
user uses the Message Tracking application, user can determine which messages are flagged
with an error. Then user can select a failed message and go to the Message Reprocessing
application to take appropriate action to correct erroneous data.
Every inbound and outbound queue-based message that is registered in the Message
Tracking application has a status value that indicates its position in the transaction processing
cycle.
The message tracking status indicates whether the message was successfully received or
processed. The message tracking status also indicates whether the message was deleted, or
flagged with errors.
Statuses are not involved in Message Tracking application.
7.9.75.2 Message Tracking Application Screen shots

Below are the tabs available Message Tracking application and the screens are as follows:
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7.9.75.2.1 List tab
Message Tracking List tab will display the list of records.
7.9.75.2.2 Message Tracking tab
Message tracking tab will shows the message details.
Message tracking application is not having Select action menu.
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7.9.76 Message Reprocessing
7.9.76.1 Overview
In the Message Reprocessing application, user can manage messages that are flagged with
an error, including changing the message status, correcting the message, or deleting it from
the database.
If message tracking is enabled, use the Message Tracking application to determine which
tracked messages are flagged with an error. If message tracking is not enabled, user can
check for transaction errors in the Message Reprocessing application.
Status involved in Message Reprocessing Application.
 RETRY
The message is ready to be reprocessed by the system.
 HOLD
The message is not ready to be reprocessed by the system.
The RETRY status is the default status for messages that are flagged with an error.
Until user correct the processing problem, the system continues to reprocess the
message according to the configured queue retry count. When the retry count condition
is met, the system changes the messages status to HOLD.
User can halt message reprocessing by changing the message status to HOLD. A hold
status prevents the system from reprocessing the flagged message and from updating
the system database tables.
Message Reprocessing Change Status dialogue box in Maximo is shown in below figure.
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7.9.76.2 Message Reprocessing Application Screen shots
Below is the available Message reprocessing application and the screens are as follows:
7.9.76.2.1 Main tab

Main tab is single page view; list all messages relevant to the record.
7.9.76.2.2 Message Reprocessing Select Action Menu
7.9.77 OSLC Providers
7.9.77.1 Overview
OSLC consumer can be configured to support three interaction types; selection dialog,
creation dialog, and query. The resource links are obtained by the consumer application from
the provider application.
The following figure illustrates the interactions between the consumer and provider
applications. As an OSLC consumer, the application can query or create resources in the
provider application and retain the links to those resources. With the links, the consumer
application can make requests to the provider application to query, update, or delete the
resources.
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Statuses are not involved in the OSLC Providers application.
7.9.77.2 OSLC PROVIDERS Application Screen shots

Below are the tabs available OSLC Providers application and the screens are as follows:
7.9.77.2.1 List tab
OSLC Providers List tab will display the list of records.
7.9.77.2.2 OSLC Provider tab

OSLC Provider tab Used to create and modify the provider.
7.9.77.2.3 OSLC Provider Select Action Menu
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7.9.78 OSLC Resources
7.9.78.1 Overview
User configures which business objects are made available as OSLC resources. The
consumer application can query, create, update, or delete these resources in the provider
application.
As shown in the following figure, when a resource is available as an OSLC resource, the
consumer application can make requests. These requests can be to query, create, update, or
delete the resource data. When the consumer application requests to query or create a
resource, the response from the provider application includes a link to the provider
application. The consumer application uses the link to query, update, or delete the resource.
Statuses are not involved in the OSLC Resources application.
7.9.78.2 OSLC Resources Application Screen shots

Below are the tabs available OSLC Resources application and the screens are as follows:
7.9.78.2.1 List tab
OSLC Resources List tab will display the list of records.
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7.9.78.2.2 OSLC Resource

OSLC Resource tab Used to create and modify the OSLC Resource.
7.9.78.2.3 OSLC Resource Select Action Menu
7.9.79 Create Interaction
7.9.79.1 Overview
An interaction can start a web service and send data to it from an application. The interaction
can then display data returned from the web service and save this data to the application
database.
Statuses are not involved in Interactions application.
7.9.79.2 Create Interactions Application Screen shots

Below are the tabs available Create interactions application and the screens are as follows:
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7.9.79.2.1 Create Interaction tab
Create inspection tab specifies services, Ports and Operations required for an Inspection
record.
7.9.79.2.2 Create Interaction Select Action Menu
7.9.80 Interactions
7.9.80.1 Overview
An interaction can start a web service and send data to it from an application. The interaction
can then display data returned from the web service and save this data to the application
database
Statuses are not involved in Interactions application.
7.9.80.2 Interactions Application Screen shots
7.9.80.2.1 List tab

Interactions List tab will display the list of records.
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7.9.80.2.2 Interaction tab

Interaction tab will display the details of interaction.
7.9.80.2.3 Request mapping tab

Request mapping tab specifies the list of request objects as object structures sub-records.
7.9.80.2.4 Response mapping tab

Response mapping tab specifies the list of request objects as object structures sub-records.
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7.9.80.2.5 Interaction Select Action Menu
7.9.81 Routes
7.9.81.1 Overview
Routes simplify the creation of hierarchies of work orders for inspections. A route is a list of
related assets, locations, or both. The assets and locations are considered stops along the
route.
Statuses are not involved in Routes application.
7.9.81.2 Routes Application Screen shots

Below are the tabs available in Routes application and respective screens as follows:
7.9.81.2.1 List tab

List tab will display the list of routes irrespective of status.
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7.9.81.2.2 Route tab

Routes tab will display the list of Assets and locations as a single unit.
Observation: Maximo has provision to create a scheduled maintenance for a set of Assets.
7.9.81.2.3 Routes Select Action List

List of Actions available for Routes application are shown in below screen.
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7.9.82 Master PM
7.9.82.1 Overview
The Master PM application to manage master preventive maintenance records (PMs) that
NSRP use as templates for other PMs. User can use the Master PM application to accomplish
the following tasks:
Create, modify, and view master PMs.
Use a master PM to create and update associated PMs.
Specify a preventive maintenance schedule for a master PM record. The schedule determines
how often work orders are generated from associated PMs. The schedule can generate work
orders based on elapsed time between work orders, on meter units used, or both.
Statuses are not involved in Master PM Application.
7.9.82.2 Master PMApplication Screen shots

Below are the tabs available in Master PM Application and respective screens as follows:
7.9.82.2.1 List tab

7.9.82.2.2 Master PM Tab

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Used to create General Maintenance information and it can be referred for creation of
Associated PM’s.
Observation: Maximo has a provision to provide a scheduled maintenance for a Rotating

item.
7.9.82.2.3 Frequency tab

There are four sub-tabs under Frequency tab:
Time Based Frequency
Meter Based Frequency
1. Time Based Frequency

Over here time and date will be defined for maintenance activity.
Observation: Based on values in Frequency field and Frequency Units field, Maximo will
trigger a Work Order automatically for asset/location as per NSRP requirement.
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2) Meter Based Frequency
Based on the Meter readings the Work orders will be generated against Asset in PM
application.
Observation: User manually creates the Work order based on entered meter reading for an
asset as per the defined limits under Meter Based Frequency sub tab.
7.9.82.2.4 Seasonal Dates

Seasonal Dates tab is to specify the active days, dates, or seasons for a PM. For example,
any plant runs five days a week, and is nonfunctional on Saturday’s and Sunday’s. If user
does not wants Maximo to generate PM work orders that are due on the weekend’s then user
can clear the Saturday? &Sunday?Check boxes.
7.9.82.2.5 Job Plan Sequencing

Job Plan Sequence tab is used to specify the order that job plans should be applied to PM
work orders.
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7.9.82.2.6 Master PM Select Action List

List of Actions available for Master PM Application are shown in below screen.
7.9.83 Request for Quotations
7.9.83.1 Overview
A Request for Quotations is a request that user send out to one or more potential vendors. To
list a vendor on the Request for Quotations, the vendor must have a record in the Companies
application. In the Request for Quotations application, user can specify line items, required
delivery dates, and other conditions that user want the vendor to meet for the delivery of an
item or a service.
Following are the status changes for a RFQ
 INPRG
Default status for a newly created RFQ record.
 READY
Status specifies the line of items is ready to send for Quotationsdetails.
 SENT
Status specifies the line of items is sent for Quotations details.
 COMP
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Status specifies the line of items/services of Request for quotations record is
ordered.
 CLOSE
Status specifies the current RFQ record cannot be edited.
 CANCEL
Status specifies the current RFQ record will become a history record, user will
not find in list tab of RFQ application.
7.9.83.2 Request for QuotationApplication Screen shots

Below are the tabs available in Request for Quotations Application and respective screens as
follows:
7.9.83.2.1 List tab

7.9.83.2.2 RFQ tab

RFQ tab will specify shipment details, Terms and Conditions.
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Observation: Request for Quotations will not be created in Maximo.
7.9.83.2.3 RFQ Lines tab

RFQ Lines tab will specify line of items required for Quotations.
7.9.83.2.4 Vendors tab

Vendors tab will specify the list of vendors for Quoting the Prices.
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7.9.83.2.5 Quotations tab
Quotations tab specifies the vendor wise quotation values.
7.9.83.2.6 Terms and Conditions tab

Terms and Conditions tab will specify the list of terms used for a current RFQ record.
7.9.83.3 Specifications tab

Specifications tab, will list the set of attributes for an item.
7.9.83.3.1 Request for Quotation Select Action Menu

List of Actions available for RFQ Application are shown in below screen.
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7.9.84 Ticket Templates
7.9.84.1 Overview
Applying standardized templates to common and high-volume tickets saves time by letting the
system populate values from the template into fields on the ticket. User creates and manages
templates using the Ticket Templates application.
For other users to apply a ticket template, the template must be in an ACTIVE status, and the
template class must match the ticket class. In addition, user can specify a site on a ticket
template when you create it. The template is then included in the list of available templates for
organizations associated with that site. The list also includes templates that do not have an
organization defined.
Statuses are not involved in Ticket Templates application.
 DRAFT
When user creates a ticket template, the system sets the status of the ticket template
to DRAFT. User this status while you are in the process of creating or finalizing the
new template. Once user moves the template out of DRAFT status, user cannot set it
back to DRAFT.
 ACTIVE
When user is ready for the template to be available to other users, change the status to
ACTIVE. Only templates with an ACTIVE status can be applied by other users to a
ticket record.
 INACTIVE
Change the template status to INACTIVE for reasons such as:
User does not want users to have access to the template.
User is currently not using the template.

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User wants to keep a record of for historical purposes.
Ticket Templates Change Status dialogue box in Maximo is shown in below figure
7.9.84.2 Ticket TemplatesApplication Screen shots

Below are the tabs available in Ticket Templates application and respective screens as
follows:
7.9.84.2.1 List tab

List tab display the list of records irrespective of status.
7.9.84.2.2 Template tab

Template tab will allows user to create, view and modify the Ticket Template record.
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Specification tab will allow user to assign/tag the specification record for a Ticket template
record.
7.9.84.2.4 Ticket Templates Select Action List

List of Actions available for Ticket Templates application are shown in below screen.
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7.9.85 Users
7.9.85.1 Overview
User’s application, NSRP creates and manages user records. User records contain user
names, passwords, and security profiles that determine the applications, options, and data to
which a user can access.
Following are the status involved in Users application
 ACTIVE
Default status for a newly created record.
 INACTIVE
Inactive status specifies the user cannot login into system.
User’s application Change Status dialogue box in Maximo is shown in below figure
7.9.85.2 Users Application Screen shots

Below are the tabs available in Users application and respective screens as follows:
7.9.85.2.1 List tab

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7.9.85.2.2 User tab

User tab allows creating, viewing and modifyingthe User record.
7.9.85.2.3 Groups tab

Groups tab allows assignment of group for a current user , where group is created in Security
Groups application.
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7.9.85.2.4 Security Profile tab

Security Profile tab specifies the list of applications assigned for a user.
7.9.85.2.5 Users Select Action List

List of Actions available for Users application are shown in below screen.
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7.9.86 Security Groups
7.9.86.1 Overview
The Security Groups application to set up and to manage security privileges for users. NSRP
can assign users to groups from both the Security Groups application and from the Users
application:
In the Security Groups application, NSRP assign users to groups.
In the Users application, NSRP assign groups to users.
Statuses are not involved in Security Groups application.
7.9.86.2 Security Groups Application Screen shots

Below are the tabs available in Security Groups application and respective screens as follows:
7.9.86.2.1 List tab

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7.9.86.2.2 Group tab

Group tab specifies the group name, Start Center template and Default application
information.
7.9.86.2.3 Sites tab

Sites tab will display list of sites assigned for a Security Group.
7.9.86.2.4 Applications tab

Applications tab will display the list of application available for a current Security group.
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7.9.86.2.5 Storerooms tab

Storerooms tab will display list of storerooms assigned for a current Security Group.
7.9.86.2.6 Labor tab

Labor tab will list individual labor authorization details.
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7.9.86.2.7 GL Components tab

GL Components tab will list all type of Components for to provide modification access.
7.9.86.2.8 Limits and Tolerances tab

Limits and Tolerance tab will allow user to enter, view and modify the Purchase limits and
Invoice Limits for a Security Group.
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7.9.86.2.9 Data Restrictions tab
Data Restrictions tab consistoffollowingsub tabs
Object Restrictions
Object Restriction sub tab display the list of objects under restriction for a Security Group.
Attribute Restrictions
Attribute Restriction sub tab display the list of attributes under restriction for a Security Group.
Collection Restrictions
Collection Restrictions sub tab display the list of collections are under restriction for a Security
Group.
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7.9.86.2.10 Users tab

Users tab allows assignment of users for a Security group, where usersare created in Users
application.
7.9.86.2.11 Security Group Select Action List

List of Actions available for Security group application are shown in below screen.
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7.9.87 Create Work Request
7.9.87.1 Overview
Create Work Request application to request a repair or change to your service. User can
create the request for yourself or on behalf on another person.
Statuses are not involved in Work Request application.
7.9.87.2 Create Work Request Application Screen shots

Below are the tabs available in Create Work Request application and respective screens as
follows:
7.9.87.2.1 Main tab

Main tab allow user to enter the Work request details as shown below screen shot.
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Select Action menu will not be available for Create Work Request application
7.9.88 View Work Requests
7.9.88.1 Overview
View Work Requests application to view and print details about the service requests that user
created. User can also add or view attachments, such as documents or Web pages, and view
solutions applied to the work requests. In addition, user can view and update the Work
Request log, which contains communications to and from the service desk agent who is
handling the Work requests.
Statuses are not involved in View Work Requests application.
7.9.88.2 View Work Requests Application Screen shots

Below are the tabs available in View Work Requests application and respective screens as
follows:
7.9.88.2.1 Main tab

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Main tab will display list of Work Requests created under Create Work Request application.
Select Action menu will not be available for View Work Requestsapplication
7.9.89 Service Level Agreement
7.9.89.1 Overview
The Service Level Agreements application, NSRP creates and manages service level
agreements. Service level agreements document the commitments between service providers
and customers. Services consist of tasks that service providers complete to fulfill customer
needs. Commitments are responsibilities that service providers must meet to fulfill service
level agreements.
Following are the statuses are involved in Service Level Agreements application
 ACTIVE
An active Service Level Agreements is complete. Only active Service Level
Agreements are available for use on all applications.
 DRAFT
The draft status is the default status for new Service Level Agreements. A draft
Service Level Agreements is being developed or reviewed. Service Level
Agreements with this status are not available in other applications
 IN ACTIVE
An Inactive Service Level Agreements is in complete and cannot be used in any
other applications.
Service Level Agreements Change Status dialogue box in Maximo is shown in below figure
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7.9.89.2 Service Level Agreements Application Screen shots

Below are the tabs available in Service Level Agreements application and respective screens
as follows:
7.9.89.2.1 List tab

7.9.89.2.2 Service Level Agreement tab

Service Level Agreement tab, used to create , view and modify the Service level agreement
record.
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7.9.89.2.3 Related SLAs tab

Related SLAs tab consists of 2 sub tabs as follows
SLAs That This SLA Supports tab

SLAs That This SLA Supports tab will be used for specifying list of SLA that this current SLA
supports.
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Supporting SLAs tab

Supporting SLAs tab will be useful for listing the supporting SLAs for the current record.
7.9.89.2.4 Assets and Locations tab

Assets and Locations tab lists the associated assets and locations for the current SLA record.
7.9.89.2.5 Asset Types tab

Asset Types tab will be use for associating list of Asset types for the current SLA record.
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7.9.89.2.6 KPIs tab
KPIs tab, list the bunch of Key performance indicators which supports the current SLA record.
7.9.89.2.7 Escalation tab

Escalation tab, will list the escalation used for the current SLA record, where Escalation is
created in Escalations application.
7.9.89.2.8 Communication Log tab

Communication Log tab, will list the Communication records for current SLA record. Were
Communication record are created in Communication Templates application.
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7.9.89.2.9 Service Level Agreements Select Action List
List of Actions available for Service Level Agreements application are shown in below screen.
7.9.90 Service Groups
7.9.90.1 Overview
Service Groups application used to define all services that NSRP provide or procure, NSRP
create a service group for each type of service that is defined. NSRP can group tickets, work
orders, and contracts by service group or by individual service. NSRP can create service level
agreements for a service group or for a service group and service combination. NSRP can
also associate a specific asset, asset type, or location with a service or service group. In the
Service Groups application, NSRP can view the relationships that exist between these
records and a particular service group or service.
Statuses are not involved in Service Groups application.
7.9.90.2 Service Groups Application Screen shots

Below are the tabs available in Service Groups application and respective screens as follows:
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7.9.90.2.1 List tab
7.9.90.2.2 Service Group tab

Service Group tab allows to create, view and modify the list of Services going to be procure/
going to be provide.
7.9.90.2.3 Service Group Select Action List

List of Actions available for Service Group application are shown in below screen.
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7.9.91 Create Requisition
7.9.91.1 Overview
The Desktop Requisitions module (within the Self Service module) to create and to view
purchase requisitions. NSRP also can use the applications to create template requisitions for
repeat orders and create lists of items that NSRP order frequently. NSRP can also check the
status of orders.
Statuses are not involved in Create Requisition application.
7.9.91.2 Create Requisition Application Screen shots
7.9.91.2.1 Main tab

Main tab will specify the shipping information, required date and Charge information for a
requisition record.
7.9.91.2.2 Requisition Line Items

Requisition Line Items section will display the line of Material, Items and Spare Parts required
to purchase.
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7.9.91.2.3 Submit Section

Submit section will list the items/spare parts that to be ordered.
Select Action menu will not be available for Create Request ion application.
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7.9.92 View Requisition
7.9.92.1 Overview
View Requisition application used to search for, view, and change the status of your existing
desktop requisitions.
In the View Requisition application, user can perform the following functions:
 View requisition details, history, and workflow information.

 Create a template of the requisition that user can use to create requisitions.
 Cancel a desktop requisition that you submitted, provided the requisition is not an
approved purchase order.
Statuses are not involved in View Requisition application.
7.9.92.2 View RequisitionApplication Screen shots
7.9.92.2.1 Main tab

Main tab will display the list of requisitions created under/Using Create Requisition
application.
Select Action menu will not be available for View Requisition application.
7.9.93 View Templates
7.9.93.1 Overview
User can use the View Templates application to view requisition templates. A requisition
template is a requisition that user can reuse. These templates contain information about
shipping, charge accounts, and line items.
Statuses are not involved in View Templates application.

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7.9.93.2 View Templates Application Screen shots
Below are the tabs available in View Templates application and respective screens as follows:
7.9.93.2.1 Main tab

Main tab will display the list of templates based on user requirement (Template id)
Select Action menu will not be available for View Templates application.
7.9.94 View Drafts
7.9.94.1 Overview
User can use the View Drafts application to manage NSRP draft desktop requisitions.
User can perform the following functions in the View Drafts application:
 Change a draft requisition.
 Create a template requisition that user can reuse.
Statuses are not involved in View Drafts application.
7.9.94.2 View DraftsApplication Screen shots

Below are the tabs available in View Drafts application and respective screens as follows:
7.9.94.2.1 Main tab

Main tab will display the list of drafts based on user requirement (Draft id).
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Select Action menu will not be available for View Drafts application.
7.9.95 System Properties
7.9.95.1 Overview
User can use the System Properties application to manage system properties and the values
of the system properties that various components use. A system property is a key-value pair
that is used at a system level.The System Properties application lists all the system properties
with their descriptions.
Statuses are not available in System Properties Application.
7.9.95.2 System Properties Application Screen shots

Below are the tabs available in System properties application and respective screens as
follows:
7.9.95.2.1 Main Tab:

In this tab, User can find the list of Global Properties and Instance Properties.
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7.9.95.2.2 System Properties Select Action Menu:

List of Actions available for System Properties application are shown in below screen
7.9.96 Logging
7.9.96.1 Overview
User can use the Logging application to create and to manage log files that contain
informational, warning, or error messages about the system.
Statuses are not available in Logging Application.
7.9.96.2 Logging Application Screen shots

Below are the tabs available in Logging application and respective screens as follows:
7.9.96.2.1 Main Tab:

In this tab, user can find list of Root loggers and Loggers.
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7.9.96.2.2 Logging Select Action Menu:

List of Actions available for Logging application are shown in below screen
7.9.97 Domains:
7.9.97.1 Overview:
User can use the Domains application to add domains or to modify existing ones to fit with
user’s business practices. The Domains application contains a single table window, Domains,
that user can use to add, view, change, and delete domains.
Adding a domain in the Domains application is only part of the process of adding a working
domain to the system. After adding domains, additional tasks might be required, depending
on the domain and how user wants the system to display it. User can use the Classifications
application, the Database Configuration application, or the Application Designer application to
complete these tasks.
Statuses are not available in Domains Application.
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7.9.97.2 Domains Application Screen shots
Below are the tabs available in Domains application and respective screens as follows:
7.9.97.2.1 Main Tab:
In this tab, user can find list of types of Domains like ALN Domain, Numeric Domain, Numeric
Range Domain, Table Domain and Cross over Domain.
7.9.97.2.2 Domains Select Action Menu:

List of Actions available for Domains application are shown in below screen
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7.9.98 Database Configuration:
7.9.98.1 Overview:
Here user can use the Database Configuration application to create or change objects and
attributes, and to customize the database. An object is a self-contained software entity that
consists of both data and functions to manipulate data. Most applications are associated with
one main object and other related objects.
Statuses are not available in Database Configuration Application.
7.9.98.2 Database Configuration Application Screen shots
Below are the tabs available in Database Configuration application and respective screens as
follows:
7.9.98.2.1 List Tab:

List tab will display all the list of Objects in Database Configuration.
7.9.98.2.2 .Object Tab:

Here in this Object tab, user can find the details about an object like, Level of an Object,
whether the object is main object, Persistent.
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7.9.98.2.3 Attributes Tab:

In this Tab, User can find the list of attribute of an corresponding Object.
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7.9.98.2.4 Indexes Tab:

In this tab, user can find the list of Indexes and their corresponding columns.
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7.9.98.2.5 Relationships Tab:

In this tab, User can find the List of Relationships and User can relate current object to
another existing Object as child by using where clause.
7.9.98.2.6 Database Configuration Select Action Menu:

List of Actions available for Database Configuration application are shown in below screen
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7.9.99 Application Designer
7.9.99.1 Overview:
The Application Designer is an application where user can drag and drop components to
modify an application without editing any code. User can also copy and create applications
and restrict access to specific components or to an entire application.
Statuses are not available in Application Designer Application.
7.9.99.2 Application Designer Application Screen shots
Below are the tabs available in Application Designer application and respective screens as
follows:
7.9.99.2.1 Applications Tab:

Application tab will display all the list of Applications in Application Designer.
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7.9.99.2.2 Workspace Tab:

In this Workspace tab, user can add fields, tabs, tables with columns and rows in to user
interface of a selected application.
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7.9.99.2.3 Application Designer Select Action Menu

List of Actions available for Application Designer application are shown in below screen
7.9.100 Communication Templates

7.9.100.1 Overview:
User can use the Communication Templates application to create and manage
communication templates. These templates can be used to standardize frequently used email
communications.
Statuses are applicable in Communication Template application are:

 Active:
Communication Template is in Active Status
 Inactive
Communication Template is not an Active.
Change Status Dialog box from Communication Template Application
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7.9.100.2 Communication Template Application Screen shots
Below are the tabs available in Communication Template application and respective screens
as follows:
7.9.100.2.1 Templates Tab:

Templates tab will display all the list of Templates in Communication Template.
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7.9.100.2.2 Communication Template Tab:

In this tab, user can enter the details about e-mail conversation.
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Observation: Communication template is a kind of mail communication between maximo

users, HAIL will configure as per NSRP requirement.
7.9.100.2.3 Recipients Tab:

In this tab, user gives the recipient details for communication.
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7.9.100.2.4 Attachment Folders Tab:
In this tab, user can attach the attachment with the communication.
7.9.100.2.5 Communication template Select Action Menu:

List of Actions available for Communication Template application are shown in below screen
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7.9.101 Actions
7.9.101.1 Overview:
In the Actions application, you manage actions and action groups that are used with
escalation, service level agreement, and workflow processes.
Statuses are not available in Actions Application.
7.9.101.2 Actions Application Screen shots:
Below are the tabs available in Actions application and respective screens as follows
7.9.101.2.1 List Tab:

List tab will display all the list of Actions records.
7.9.101.2.2 Action Tab:

In this tab, User gives the details of an Object, attributes.
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7.9.101.2.3 Actions Application Select Action Menu:

List of Actions available for Actions application are shown in below screen
7.9.102 Roles
7.9.102.1 Overview:
A role is a function or position in a business, and can represent a specific job title, such as a
department manages.
Statuses are not available in Roles Application.
7.9.102.2 Roles Application Screen shots

Below are the tabs available in Roles application and respective screens as follows:
7.9.102.2.1 List Tab:

List tab will display all the list of Roles records.
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7.9.102.2.2 Roles Tab:

The Roles application is used to manage role records that can be used as part of
communication templates and escalations. User can also manage role records that can be
used as a part of a service level agreement (SLA) or workflow processes
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7.9.102.2.3 Roles Application Select Action Menu:
List of Actions available for Roles application are shown in below screen
7.9.103 Escalations
7.9.103.1 Overview:
User can use the Escalations application to automatically monitor critical processes in your
enterprise. User can either create an escalation or customize a predefined escalation to suit
your business needs.
Statuses are not available in Escalations Application.
7.9.103.2 Actions Application Screen shots:
Below are the tabs available in Escalations application and respective screens as follows
7.9.103.2.1 List Tab:

List tab will display all the list of Escalations records.
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7.9.103.2.2 Escalations Tab:
Observation: Whenever a User required Sending the auto mail to a different user based on
some condition Example: If a user wants to send anautomail communication for his supervisor
whenever thevaluein “Priority” field is 1
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7.9.103.2.3 Communication Log Tab:
7.9.103.2.4 Escalations Select Action Menu:

List of Actions available for Escalations application are shown in below screen
7.9.104 Workflow Designer
7.9.104.1 Overview
The Workflow Designer application uses to create, to view, to modify, and to delete workflow
process records that reflect your business processes.
An active workflow process defines the different paths that a record can take as it moves
through a business process. The workflow process also specifies the actions and notifications
that can take place at different points in a process.
Creating a workflow process involves the following phases:
 Designing the process

 Creating the workflow process
 Validating the process
 Enabling the process
 Activating the process
User creates each workflow process record for a business object. An object is a self-
contained software entity that consists of both data and functions for manipulating data. Every
application is associated with an object. User can create a workflow process either for a main
object or for an object with its own applications.
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When user specify an object on a process record, the appropriate actions, the communication
templates, the escalations, the conditional expressions, and the roles are filtered and
displayed as you create the process. The object association also determines which records
can be routed through a completed process.
The Workflow Designer application requires a Java™ Virtual Machine (JVM) on the client
workstation. If user does not have a JVM installed, the product cannot display the Workflow
canvas.
Statuses are not involved in the Workflow designer application.
7.9.104.2 Workflow Designer Application Screen shots

Below are the tabs available Workflow designer application and the screens are as follows:
7.9.104.2.1 List tab

Workflow designer List tab will display the list of records.
7.9.104.2.2 Canvas tab

Canvas tab will show the graphical representation of business workflow process.
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7.9.104.2.3 Process tab

Process tab will show the all process nodes and actions using in the designed business
workflow process.
7.9.104.2.4 Workflow Designer Select Action Menu
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7.9.105 Workflow Administration
7.9.105.1 Overview
The Workflow Administration application to view and to manage active instances of workflow
processes.
The Workflow Administration application contains a window that displays a row for each active
instance of a workflow process. A record can show up multiple times if it is controlled by
multiple workflow instances. User can see which version of a revised process was used to
create each instance, the person identifier of the individual who routed each record into
Workflow and the date and time that the process was initiated.
The record key (for example, the work order number or the purchase order number) displays
with the site identifier in the Owner Description field.
Statuses are not involved in the Workflow Administration application.
7.9.105.2 Workflow Administration Application Screen shots

Below is the available Workflow Administration application and the screens are as follows:
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Select Action menu will not be available for Workflow Administration application.
7.9.106 Cron Task Setup
7.9.106.1 Overview
The Cron Task Setup application is used to create cron tasks and cron task instances for to
remove cron tasks or cron task instances. User can also change cron task parameters and
statuses, and adjust the schedule of a cron task.
Cron tasks have definitions that consist of a name, a class name, an access level, and a
description.
You can reschedule cron tasks and change parameter values without stopping and restarting
the server.
Statuses are not involved in the Cron Task Setup application.
7.9.106.2 Cron Task Setup Application Screen shots

Below are the tabs available Cron Task Setup application and the screens are as follows:
7.9.106.3 List tab
Cron Task Setup List tab will display the list of records.
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7.9.106.3.1 Cron Task tab
Cron Task tab will show the details of cron task name, instance, parameter and history.
7.9.106.3.2 Cron Task Select Action Menu
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7.9.107 E-mail Listeners
7.9.107.1 Overview
In the E-mail Listeners application, user can receive and process service request and other
types of tickets using e-mail messages. User can create or update tickets. User can also
indicate whether the status is changed or queried based on specified criteria.
The E-mail Listeners application can poll multiple e-mail accounts to retrieve messages. Each
account is checked at periodic intervals that you establish. Based on the subject line of an e-
mail message or the contents of the e-mail message body, an e-mail listener can determine if
the e-mail is new or is an updated service request, incident, or problem. An e-mail listener can
also determine if an e-mail is a query for information about any business object.
The E-mail Listeners application supports the following features:
 Embedded and normal message attachments

 POP3 and IMAP e-mail protocols
The E-mail Listeners application cannot process encrypted or digitally signed e-mail
messages.
Statuses are not involved in the E-Mail Listeners application.
7.9.107.2 E-Mail Listeners Application Screen shots

Below are the tabs available E-Mail Listeners application and the screens are as follows:
7.9.107.2.1 List tab
E-Mail Listeners List tab will display the list of records.
7.9.107.2.2 Listener tab
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Listener tab will show the mail processing details.
7.9.107.2.3 E-Mail Processing
E-Mail Processing tab will show the details of E-Mail processing.
7.9.107.2.4 E-Mail Listener Select Action Menu
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7.9.108 Web Services Library
7.9.108.1 Overview
External systems can use integration framework web services to send messages or queries to
the Maximo database. User can use an integration framework service as the source for a web
service and then deploy this service to communicate with external systems.
Statuses are not involved in Web Services Library Application.
7.9.108.2 Web Services Library Application Screen shots

Below are the tabs available in Web Services Library application and respective screens as
follows:
7.9.108.2.1 List tab

List tab will display all the list of Web Services Library records.
7.9.108.2.2 Web Services Library Tab

The source of a web service can be an object structure service, a standard service, or an
enterprise service.
7.9.108.2.3 Web Services Library Select Action Menu:

List of Actions available for Web Services Library application are shown in below screen
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7.9.109 Launch in Context
7.9.109.1 Overview
User use the Launch in Context application to create and modify launch entry records which
open an external application in the same or a different browser session. User can open
applications independently or as part of an application integration scenario.
The launch entry record can utilize the following options in the Application Designer to open
an external application:
 Select action menu items

 Hyperlinks
 Buttons
User use the Launch in Context application to create and update launch entries. A launch
entry defines a URL that opens a console for an external application. The launch entry can
pass data, referred to as context, from the application to the external console. User can
configure a console URL for any application with a web-based console. Additionally, user can
configure console URLs for consoles that use Java™ Web Start. User cannot use a launch
entry to open applications that are not enabled for the web. User can configure a launch point
from any application.
Statuses are not involved in the Launch in Context application.
7.9.109.2 Launch in Context Application Screen shots

Below are the tabs available in Launch in Context application and the screens are as follows:
7.9.109.2.1 List tab
Launch in Context List tab will display the list of records.
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7.9.109.2.2 Launch Entry tab

Launch Entry tab Used to create and modify the Launch Entry.
7.9.109.2.3 Launch in Context Select Action Menu
7.9.110 Automation Scripts
7.9.110.1 Overview
With the Automation Scripts application, user can create scripts to automate tasks based on
the events or attributes of a business object, or based on actions or custom conditions. User
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can create a script in any of several supported scripting languages, and execute the script
without having to recompile Java files or restart the server.
Status involved in the Automation Scripts application.

DRAFT
ACTIVE
INACTIVE
Automation Script Change Status dialogue box in Maximo is shown in below figure.
7.9.110.2 Automation Scripts Application Screen shots

Below are the tabs available Automation Scripts application and the screens are as follows:
7.9.110.2.1 List tab
Automation Scripts List tab will display the list of records.
7.9.110.2.2 Automation Script tab
Automation Script tab shows the script name, status and source code of the business
requirement.
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7.9.110.2.3 Variables tab
Variables tab shows the details of variable, variable type and binding type of the required
attributes.
7.9.110.2.4 Launch Points tab
Launch Points tab shows the details of the launch point variables.
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7.9.110.2.5 Automation Script Select Action Menu
7.9.111 Email Interaction Setup
7.9.111.1 Overview
With email interaction, users without access to a desktop user interface can change objects
and workflow assignments. A worker assigned to an object or workflow assignment receives
an email that describes the object or workflow assignment. The email recipient replies to the
email to change the status of the object, accept or reject the workflow assignment, or update
the attributes of the record.
7.9.111.2 Email Interaction Setup Application Screen shots

Below are the tabs available Email Interaction Setup application and the screens are as
follows:
7.9.111.2.1 List tab
Email Interaction Setup List tab will display the list of records.
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7.9.111.2.2 Configuration tab
Configuration tab shows the workflow assignment configurations and status configurations.
7.9.111.2.3 Email Interaction Setup Select Action Menu
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7.9.112 Migration Manager
7.9.112.1 Overview
Migration Manager Applicationmigrates configuration content from one product environment
to another. User typically migrate configuration content from a development environment to a
test environment and then to a production environment.
Following are the status involved in Migration Manager Application.
 Approved Package definition

Status signifies the Package is created and approved.
 Locked package definition
Status Signifies the package is created and it is locked by the user.
 Package definition awaiting approval
It’s a default status for a newly created migration manager record.
Migration Manager Change Status dialogue box in Maximo is shown in below figure
7.9.112.2 Migration ManagerApplication Screen shots

Below are the tabs available in Migration Manager Application and respective screens as
follows:
7.9.112.2.1 List tab

List tab display the list of records irrespective of status
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7.9.112.2.2 Package Definition

Package definition tab will specify the list of migration groups and type of package.
7.9.112.2.3 Package Definition Structure

Package definition structure will display migration groups and package metadata.
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7.9.112.2.4 Distribution tab

Distribution tab will display the target names where the package to be deployed.
7.9.112.2.5 Package tab

Package tab will allow user to create the package that to be deployed in target syaytem.
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7.9.112.2.6 Messages tab
Message tab will display the message type, its modified date and it will also provide filter
options as shown in below screen shot.
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7.9.112.2.7 Comparison tab

Comparison tab displays the comparison jobs and Comparison results information for a
current Package record.
7.9.112.2.8 Migration Manager Select Action List
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7.9.113 Migration Groups
7.9.113.1 Overview
User can create a migration group to specify the configuration content that is to be migrated in
a package. If user create their own object structures or reorganize the predefined object
structures, user might need to create a migration group to contain those structures.
Statuses are not involved in migration group application
7.9.113.2 Migration Groups Application Screen shots

Below are the tabs available in migration group application and respective screens as follows:
7.9.113.2.1 List tab

List tab display the list of records irrespective of status
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7.9.113.2.2 Migration Group tab

Migration Group tab allows user to create , view and modify the migration group record.
7.9.113.2.3 Migration Group Structure tab
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Migration Group structure tab displays the list of migration objects used for grouping as a
single unit.
7.9.113.2.4 Migration Groups Select Action List
7.9.114 Migration Collections
7.9.114.1 Overview
The groups of configuration records that user migrate to another environment are migration
collections. A migration collection can contain one or more configuration records of many
types.
Statuses are not involved in migration collection application
7.9.114.2 Migration CollectionsApplication Screen shots
7.9.114.2.1 List tab

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7.9.114.2.2 Migration Collection tab
Migration Collection tab allows user to create, viewand manage the list of Created Migration
Collections records.
7.9.114.2.3 Validation Results tab

Validation Results tab displays the validation results for a migration collections record.
7.9.114.2.4 Package Definition tab

Package Definition tab will list the Created packages for deployment.
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Migration Collections Select Action List
List of Actions available for Migration Collections application are shown in below screen.
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7.10 Requirements of Attachment 2 and Attachment 3
7.10.1 Attachment -2Requirements and Solution

The below are the requirements and its relevant solution for Attachment-2.
7.10.1.1 Hierarchy of Asset Owner & Functional Location

Every Maximo Location that is tagged directly to Assets will be provided with a new custom
field called Department. The Department values can be populated based on the above
defined naming philosophy. A custom report will be developed based Department code based
running criteria such as Site or Division or Subsection .User can enter any one of this running
criteria and generate cost rollup report for the entered dept code, refer below Solution
description for detail explanation.
7.10.1.2 Hierarchy of Asset Ownersolutiondescription

NSRP Hierarchy of Asset Owner is as below
Site, Division, Section and Sub Section Naming Philosophy
S.No Site/Division/Section and Sub Section Code

1 Refinery REF
2 Operation Division OP
3 Technical Division TD
4 Maintenance Division MD
5 Operation Section -1 OPS1
6 Operation Section -2 OPS1
7 Crude System CRUSYS
8 Aroma System AROSYS
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Note – Each code has to be unique.
Dept Code Naming Philopshy:
SITE –DIVISION-SECTION-SUBSECTION
Eg .REF –OP-OPS1-CRUSYS
Additional Information
The report will lies under Assets application but not in Locations application. Whenever user
inputs the Dept code as a input for the report, then the report will fetch list of locations (along
with child locations) under the dept code and it will fetch the Assets (along with child Assets)
for each location. After fetching the Assets, the report will roll up the cost for the fetched
Assets in Assets application. User can view the Assets costs in Assets application.
If user enters the location name “010-A-101” as a input in cost rollup report, then cost should
be roll up only to the assets (Including Its Child Assets) which are tagged directly to that
location “010-A-101” but excluding its Child location assets, for this a new custom report to be
developed.
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Workflow to Generate Report
User Browses in
Maximo and
Launches the report
Request Page in
Assets application
The running criteria will be the

Location Name /department code.
Eg. If the user want the cost roll up
for Crude system. Then user needs
to enter the exact code of Aroma
System i.e. CRUSYS or Location
name as “Unit 04.0”
Cost roll up Report for the entered

Department Code is generated user
have to click on “Click to update
database with new Total Cost and
YTD Cost values” Link to update the
new work order Cost values
Sample Report without cost values
is shown below
Cost Roll up report
Refer Annexure 11 report no 10 for cost roll up report format
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7.10.1.3 Categorization of Equipment Type

Each of the Assets will be tagged to equipment type code using “Type” field in Maximo Asset
Application.
7.10.1.4 Categorization of Equipment Type Solution Description
NSRP Categorization of Equipment type is shown below
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7.10.1.5 Maximo Configurations
Each of the Asset will be tagged to equipment type code using “Type” field in maximo
“Assets” application.
The Assets List screen will be configured to show Work order cost value in addition to the
default attributes.
Below are the sample single-layer intelligent Equipment Type codes that will be configured in
Maximo.
NSRP Conclusion
-28-01-2015
Sample
of Asset Classification
Group Sub-group Category Sub-category EQP Type and Failure
Type Codes Class Codes
Codes
As per Equipment and

Line Numbering
Procedure
Cooling Tower/
Cyclone/ Deaerator/
De-Watering/ Drier/
Desuperheater/
Ejector/ Filter/ Flamre
Arrestor/ Feeder/
Eductor (Vacuum
9 S01.General Equipment)/ AMS01 AMS01
Evaporator/ Static
Mixier/ Pulsation
Damper/ Rubber Joint/
Restriction Orifice/
Refrigeration Unit/
Separator/ Sampling
Connection/ Special
Check valve/ Sight
Glass/ Stack/ Sump/
Extruder/ Loading Arm
Plug Box header,
Static S02.Air Cooler Bundle Bplted Cover header, AMS02 AMS02
ALL Mechanical
Equipment Manifold header, etc. AMS
(A) (M)
(S)
BEU, DFU, etc.(Types
of Shell & Tube), Plate,
S03.Heat Exchanger AMS03 AMS03
Double Pipe, Multi-
Tube, etc
Single-Pass, Two-
Pass, Split-Pass,
Helical, Spiral, Box
type, Cylindrical type,
Burner, Chamber, etc.
S04. Combustion/Heating Air Pre-Heater/ Steam
AMS04 AMS04
Equipment Generator and Boilers/
Incinerator/ Flare/
Heater/ Anti-
Condesation
Heater/Tank Heater/
Waste Beat Boiler
S05.Reactor Reactor AMS05 AMS05
S06.Column Column AMS06 AMS06
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S07.Vessel Vessel AMS07 AMS07
CRT(Cone Roof Tank),

DRT(Dome Roof
Tank), FRT(External
Floating Roof Tank),
CFRT(Cone roof with
S08.Tank internal Floating Roof), AMS08 AMS08
CFRT+N2(CFRT with
N2 Blanket),
DRT+N2(DRT with N2
Blanket),
Sphere(Sphere Tank)
Process Package,
Compressor Package,
S09.Package AMS09 AMS09
Membrane, Chemical
Injection system, etc.
Centrifugal
Compressor, Axial
Compressor, Screw
R01.Compressor(except
8 Compressor, AMR01 AMR01
Recipro.), Blower, Fan
Centrifugal Blower,
Centrifugal Fan, Roots
Blower
Reciprocating
R02.Compressor(Reciprocating) AMR02 AMR02
Compressor
Centrifugal Pump,
Sundyne Pump,
Sealless Pump,
R03.Pump Reciprocating Pump, AMR03 AMR03
Controlled volume
Pump, Rotary Pump,
Other Type
Rotary Gas Turbine, Steam

Equipment R04.Driver (except Motor) Turbine, Engine, Other AMR04 AMR AMR04
( R) Type
Fluid Coupring, Gear,

R05.Transmission Speed Changer, Other AMR05 AMR05
Type
Forced-Variable pitch,
Forced-Fixed pitch,
R06.AFC Fan Induced-Variable pitch, AMR06 AMR06
Induced-Fixed pitch,
etc.
Agitator, Tank-
mixer(variable pitch),
R07.Mixers and Agitators AMR07 AMR07
Tank-mixer(fixed itch),
Other Type
Soot Blower,
Conveyer, Jung strike
R08.Rotating General (other
loam, Travel screen, AMR08 AMR08
than R01-R07)
Wrapping Machine,
Other Type
Line 1 L01.Line List na AML01 AML AML01
Instrument
1 See another table Later Later Later
(I)
Non-
Mechanical
(N) Nitrogen-sealed
Electrical
16 E01.Transformer transformer, mold type, ANE01 ANE ANE01
( E)
conservator, Dry Type
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GIS, Islimitter, HV
Switchgear, LV
Switchgear, HV MCC,
LV MCC
Distribution panel,
Motor starter, Control
panel, VSD panel,
synchronous control
panel, Lighting panel,
earthing panel,
E02.Swichgear and Panel Welding Outelet panel, ANE02 ANE02
Convenience outlet
Panel, Cathodic
Protection panel, Fire
& Gas panel, Aircraft
warning lighting panel,
EP panel, Desalter
panel, electrical heater
panel, electro
chlotination panel,
Other panel
e.g. Valve Regulated
E03.Battery Lead-Acid ANE03 ANE03
battery(VRLA)
E04.UPS na ANE04 ANE04
E06.CB (Circuit Breaker) GIS VCB, VCS, ACB ANE06 ANE06
E07.DS (Disconnector) na ANE07 ANE07
x E08.Lightning Arrester ANE08 ANE08
E09.CA (Capacitor Bank) na ANE09 ANE09
E10.DC UPS na ANE10 ANE10
E12.Motor na ANE12 ANE12
E13.IS Limitter na ANE13 ANE13
stand type select from

E14.LCS (Local Control Station) ("stand type", ANE14 ANE14
"wall‐hanging")
E19.Generator na ANE19 ANE19
E20.NER (Neutral Earthing

na ANE20 ANE20
Resistor)
E21.VSD (Variable Speed
na ANE21 ANE21
Drive)
E22.Motor Operated Valve na ANE22 ANE22
External Sun Switch

E23.Electrical General (Photo Voltaic Cell)/ ANE23 ANE23
Welding Outelet
Cable 1 C01.Generic Cable Schedule na ANC01 ANC ANC01
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Work Flow to generate a equipment wise asset list and its associated Work Order cost
User Browses in Maximo and

User can see work order cost
Launches the Assets List
against each Asset for the
Screen
selected Equipment type
Note 2
User clicks on the Advance
Search Tab. Selects the
desired Equipment code type
from the type lookup field. User can also download the
Note 1 resulting view into excel file
byclicking the download option
Note 3
Maximo List tab will be
updated as the selected
Note 1 – While selecting the equipment type user can search in equipment type list and
description using wild characters using ‘%’ as LIKE operator
Note 2 – Sample list will look like below
To Show Work order cost for each asset in Assets List tab, configuration need to be done.
Note3 Sample Downloaded Excel Sheet view
Asset Description Location Parent Rotating Item Site New YTD Cost
11211 Motor Starter- Size 2/440v/3ph/60cy BR200 11210 BEDFORD 1121
11240 Circulation Fan- Centrifugal/ 20/000 CFM BR200 11200 BEDFORD 1120
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Note4 – JVD informed that Equipment code may have more than 5 digits to accommodate
sub-category codlings. Honeywell informed that such coding can be accommodated as
equipment type.
Note 5- JVD asked to map the Equip. Type Field in the Keylist as Asset Attribute. The Type
field in the “Assets” Application needs to be single-layer intelligent Equipment Type codes.
Note 6 JVD shall provide the list of Location (Tag No) and its Equipment Type Codes for
assigning Type in “Assets” application. Honeywell informed that this type of assignment is
possible.
7.10.1.6 Categorization of budget

Maximo has GL code strings in Work Order, PM and Location. The GL code in Work Order
will be auto populated based on the PM GL code. Incase PM does not carry GL code
Location GL code will be copied into in the WO GL string. Also auto population of work order
based on PM or Location GL codes are possible only if respective PM or Location is active.
User can optionally change the GL code in Work Order also.
Note: As per “ Attachment-01-FDS Meeting Action Point ” point number 17 held on 10th to
17stApril 2015 at Hanoi the solution for was explained.
As per the Discussion and conclusion the GL Code data shall flow from SAP to CMMS.
Categorization of Budget Solution Description
NSRP Categorization of Budget is shown below
Component Content as proposed Number of Sample GL SAP Codes Number of

by NSRP Digits Component value Digits
proposed by as proposed by Maximo can
NSRP Honeywell * accommodate
Cost Center Mainte,Dept, 3 T Cost 4
Mante,Sec, R&E, Center
Sec
Category Capital /Non 1 C/O Additional 4
1
Resource TA/Non 1 O1/O2 Additional 4
TA/Project/Replace/ 2
Cat-Repl
Element Planned/Non 1 D1/D2 Additional 4
3
Activity Accounting Purpose 8 GL Code 4
Separator (-) has to used between component and total length is 18.
All the components are required.
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Definitions
Maximo has GL code strings in Work Order, PM and Location. The GL code in Work Order
will be auto populated based on the PM GL code. Incase PM does not carry GL code,
Location GL code will be copied into in the WO GL string. Also auto population of work order
based on PM or Location GL codes are possible only if respective PM or Location is active.
If workorder is generated from Condition Monitoring application then the GL code of Location
(Location will be tagged to Condition Monitoring) value will be automatically populated in Work
Order Tracking application
If workorder is generated from Assets application then the GL code of Location (Location will
be tagged to Assets) value will be automatically populated in Work Order Tracking application
If workorder is generated from Locations application then the GL code of
Location value will be automatically populated in Work Order Tracking
application.
Additional Information
If the workorder is generated from PM, then the CMMS will not allow users to edit the GL
value in workorder. The GL field will become read only.
If workorder Is generated from Condition Monitoring, Assets or Locations, then CMMS will
allows user to edit the GL field in Work Order Tracking application.
Work Flow of GL account entry
Maximo Locations and

PM records are
preconfigured with
respective GL Codes as
per customer inputs
Work order gets Work order gets Work order is

generated as per PM generated by Condition created manually
application configuration monitoring
PM GL code auto Location GL code auto User sets the GL

populated into WO GL populated into WO GL code
WO is completed as per WO is completed as per WO is completed as

work process work process per work process
WO table is updated with

cost
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Work Flow of Budget Type Report Generation
User Browses in User selects any One of Asset Nos and

Maximo and Launches the 8 predefined budget related cost report
the Report Request GL code from drop down gets generated
Page (Maintenance list and clicks the submit Refer Sample blank
Cost rollup) of Assets button format shown below
Maintence Budget Report

GL Code -
Equip Asse Asse Ne Pre Budge New Pre New New New New
Tag t No t w v t Cost Tota v Labo Materi Tool Servic
(Function Desc YT YT l Tota r al Cost s e Cost
al D D Cos l Cost Cost
Location) Cos Cos t Cos
t t t
7.10.2 Attachment -3Requirements

Requirements
The below are the requirements and its relevant solution for Attachment-3.
7.10.2.1 Recording of Equipment history and failure data

Work Order screen for any type of maintenance are same and Failure data can be recorded
in the Work Order failure reporting function. Refer below failure reporting section for further
details
7.10.2.2 ISO-14224 Failure reporting

ISO 14224 refer to below categories under failure reporting
Failure Maintenance Activity, Relation of asset hierarchy and asset data, Failure Impact,
Failure Mode, Failure Mechanism, Failure Cause and Detection Method
Failure classes will be configured in Maximo as per Failure codes discussed in earlier section
“Categorization of Equipment Type”.
Refer below image for sample failure class in Maximo under failure code application.
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Failure class can be tagged to aAsset. Refer below image for sample Maximo screen where
Asset No 1234567 is tagged with Failure class AMS01
Failure reporting in work order

Below failure codes will be configure as per ISO 14224 coding
NSRP ISO Maximo Sample Code ISO 14224 Table
Terminology Terminology Field No
Failure -- Failure AMS03 NA
Information Class
Problem Failure Mode Problem FTS Table

B.6,B.7,B.8,B.9
Cause Failure Cause Causes 1_1.0 Table B.3
Remedy Maintenance Remedies 1_FTS_1 Table B.5
Activity
Mechanism Failure New data 1_GN Table B.2
Mechanism field is
configured
as Failure
Mechanism.
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Detection method Detection New data 1_FTS Table B.4
method field is
configured
asDetection
methods.
Impact Failure Impact New data 1_1.1 NSRP to advise
field is
configured
as Failure
Impact.
Failure codes cannot be duplicating and the number of characters is 08. Each code needs to
be unique.
The failure codes are reported in work order Application under Failure reporting tab. A sample
image of an failure reported work order is shown in the next figure.
Sequence of failure reporting is Problem, Cause, remedy, Mechansim, detection and Impact.
7.10.2.3 Definition of “down time” Maintenance time

Down time is reported using report down time option in Work Orders application or Asset
Application using “Select Action” Menu
Down time reporting screen in Asset Application
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.Down time reporting screen in Work Order Application
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7.10.2.4 Functionality or Report Downtime for Multiple Assets
 Select multiple assets from list tab of assets application
 Selected assets are 1000127,1000128
 Select report down time option from t select
 A report downtime dialog box will open as follows, select the change status option
and click ok.
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 After selecting Downtime code ,the selected assets will goes down, i.e. the two assets
1000127,1000128 will be in downtime state as follows
AssetNum: 1000127
Asset Num: 1000128
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 After downtime is completed the asset should be made Up.

 To do Asset Up first, select the multiple assets which are to be UP as follows
 After selecting the assets go to Select Action and select the Report Downtime Option
as follows
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 After selecting report downtime , dialog box will open as follows, select change status
option and click ok.
 Open the asset to check the reported down time
AssetNum:1000127
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AssetNUm:1000128
7.10.2.5 Maintenance Time
Actual Start field in work order will become as current system date when the work order status
changes as In Progress.
Actual finish field in work order will become current system date when work order status
changes as Completed.
These actual start and finish date and time can be also adjusted manually.This actual start
and finish can be the maintenance time.
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Downtime can be reported along with downtime codes in Maximo
NSRP Downtime code types are
1. TA ; Turnaround(Maintenance)
2. BM ; Breakdown (Maintenance)
3. PM ; Planned/Preventive (Maintenance)
4. SL ; “Slowdown: by any reasons (Technology/Authority/…) that cause performance of the

unit less than 75 % of its nominal process.”
5. TE ; “Technology: technological activities such as catalyst regeneration, catalyst
replacement, furnace decoking, operator error, maintenance of utility system.”
6. AT ; “Authority: authority activities such as environmental testing, pressure vessel

inspection, other regulatory inspection in the investigate duration.”
7. OT ; “Other: other external reasons such as economic, process unit incident, off-site
incidents, other external in the investigate duration.”
Note 1,2,3 are Maintenance Down time. 4, 5,6&7 are Non Maintenance Down time
7.10.2.6 Taxonomy (Hierarchy of Assets (common for refinery)
7.10.2.7 Hierarchy of asset (e.g. Compressors）
This information (7.10.2.6and 7.10.2.7) is not handled in Maximo; they are used to prepare
RCM.
Registration of Subunit, Component as failure information in Maximo is not in scope of work.
7.11 Input Data Requirements

Data templates related information are being prepared and submitted separately. These data
input templates will not be contained in FDS. The template will be finalized after approval of
FDS.
After finalizing and testing, the templates will be available in As Built documents.
7.12 KPI
The following are the list KPI’s were discussed and finalized.
S.N ITB Duratio Categor
Report KPI Format
o Requirement n y
Plant up time; No.1 Asset Availability
By Custom Reliabilit
1 availability, MAXIMO can provide it for Equipment - 4 years
report y
reliability basis only
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MTD (WO
Resource No.150_Labor(actual)/Labor(Availabl
2 status Monthly Meter
utilization e) Ration
completed)
Cost (YTD)
No.141_Maintenance Cost Rollup by
3 Expenditure by WO Graph Cost
Location Hierarchy
Type
Over Due
PM WOs
Ratios of by
4 planned and Refer to Report No.129,130,131 Departmen Graph
actual t based on
scheduled
end day.
Breakdown / Number of
preventive/ No.147_Cost Comparison by WOs This Reliabilit
5 Graph
condition based Department (YTD) / year y
maintenance WO Type
Overtime
Overtime / No.151_Overtime / Normal hours % by
6 Graph
Normal hours Ratio Departmen
t
Travel or waiting Quality
No.149_Downtim/Maintenance Time By Custom
7 time productive - 1 Year (Maint.
by WOs report
work time &Ope.)
Number of
Backlogs
Work order No.148_Backlog by Department
8 by Now Graph Activity
backlog (refer to No.117,118,119)
Departmen
t
No of EM
Worst (WO
Reliability,
Priority 1) This Reliabilit
9 availability, Graph
YTD by year y
maintainability
Departmen
t
Downtime/waitin No.142_Downtim/Maintenance Time By Custom
10 - 4 years Quality
g time analysis by Location report
By Custom
11 Repeated faults No.143_No. of Failure by Location - 1 Year Quality
report
Mean-time No.15_Summary of Asset Failures

All Life By Custom Reliabilit
12 between failures No.144_Mean-time between failures ( -
time report y
( MTBF ) MTBF )/Mean-time to repair ( MTTR )
Mean-time to No.144_Mean-time between failures ( All Life

13 - Custom report Quality
repair ( MTTR ) MTBF )/Mean-time to repair ( MTTR ) time
Requirements shown in S.No 1, 7,10,11,12 and 13 are not configured using KPI Manager.
These values are calculated and shown in the custom reports.
KPI to be shown in Start center (preferably in Secondary Tab) Wherever the Format of KPI is
"Meter" or "Graph"
7.12.1 Key Definitions
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Downtime = Down Time (Maint.) +Down Time (No Maint.)

Downtime (Maint.) =Down Time (PM) + Down Time(BM)
Down time and its code are reported in down time window by user as discussed in
attachment 3 solution
Asset Total Hours – This is calculated by Maximo. This is the time elapsed since the Asset
was put in Operation status in Asset Application.Asset operation status is changed only when
Asset is decommissioned.DCS running hours are not used.
Asset Total Hours– Down Time Maint.
100
Asset Total Hours
Asset Total Hours– Down Time
100
Asset Total Hours
Asset Total Hours– Down Time

Number of BM
Down Time of BM

Number of BM
MTD – Current Month Till Date, YTD – Current Year to Date
7.12.2 MTD (WO Status Completed)

The KPI mainly focus on the Resource utilization for the work orders.
Logic behind the KPI is to the labor hours used (actual labor hours) in the work order by the
labor hours available.
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Sample Output format
7.12.3 Cost (YTD) by Department

The KPI covers on the expenditure spend on the all Asset by department wise . The logic
behind the KPI is to show the Year to Date cost spent on Assets by type of work order.
For the above requirement there are 4 KPI’s
1 WO Cost for Non TA and Planed work orders
2 WO Cost for TA and Planed work orders
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3 WO Cost for Non TA and unplanned work orders
4 WO Cost for TA and Unplanned work orders
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7.12.4 Over Due PM WOs by Department based on scheduled end day
The KPI mainly focuses on the overdue work order by Department. Logic behind the KPI is to
show the list of work order which are not completed as per the schedule by department.
7.12.5 Number of WOs (YTD) department wise
The KPI mainly focus on the sum of work order created in the current year.
The above requirement contains 4 KPI’s
1 Department wise work orders with Planned and TA
2 Department wise work orders with Planned and Non TA
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3 Department wise work orders with Un-Planned and TA
4 Department wise work orders with Unplanned and Non TA
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7.12.6 Overtime % by Department
This KPI will focus on the overtime of the labor to the normal hours. And will be represented in
graphical format
7.12.7 Number of Backlogs by Department

This KPI is focus on the backlog by departments. Here there are three KPIs for backlog
 Over Due backlog by department
 Planned backlog by department
 Ready backlog by department
7.12.8 Over Due Back log by department
Below KPI mainly focus on the Count of overdue backlogs against the Department
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7.12.9 Planned backlog by department
Below KPI mainly focus on the Count of planned Backlogs against the Department
7.12.10 Ready backlog by department

Below KPI mainly focus on the Count of ready backlogs against the Department
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7.12.11 Number of EM WOs (WO Priority 1) YTD by Department

Below KPI mainly focus on the Count of Work orders of the current year where priority =1
and the work type is Emergency against the Department
Sample Output format:
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7.13 Annexure 13: Maximo Standard/Custom Reports
List of Maximo Standard/custom Reports
S. No Reports Name Maximo Application Custom/Standard

1 Asset Availability Asset Custom
2 Asset by GL Account Asset Deleted
3 Asset Details Asset Custom
4 Asset Measurement History Asset Custom
5 Asset Move History Asset Custom
6 Asset Purchase Order Details Asset Custom
7 Assets by Subassembly Item Asset Custom
8 Details of Asset Failures by Location Asset Standard
9 Drilldown into Asset Failures Asset Custom
10 Maintenance Cost Rollup Asset Custom
11 Maintenance Cost Rollup Update Asset Custom
Overall Equipment Effectiveness by Standard
12
Location Asset
13
Asset Asset
14
Site Asset
Summary of Asset Failures by Standard
15
Location Asset
16 Assignment Manager Daily Format Assign Mgr Custom
17 Assignment Manager Monthly Format Assign Mgr Custom
18 Work Order Assignments by Craft Assign Mgr Custom
Work Order Assignments by Work Custom
19
Order Assign Mgr
20 Classification Details Classifications Custom
21 Classification Hierarchy Classifications Custom
22 Vendor Contacts Companies Custom
23 Warranty Contract Details Contracts - Warranty Custom
24 Warranty Contract List Contracts - Warranty Custom
25 Warranty Incidents Contracts - Warranty Custom
26 Purchase Contract Details Contracts, Purchase Standard
27 Purchase Contract List Contracts, Purchase Standard
28 Working Time by Craft Crafts Standard
Database Standard
29
Electronic Audit Transactions Configuration
Database Standard
30
Electronic Signature Transactions Configuration
Database Standard
31
Database Configuration Configuration
32 Failure Code Hierarchy Failure Codes Custom
33 Inventory ABC Analysis Inventory Standard
34 Adjustments Transactions Inventory Standard
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35 Inventory Balance Inventory Standard
36 Inventory Cycle Count Inventory Standard
37 Inventory EOQ Analysis Inventory Standard
38 Inventory ROP Analysis Inventory Standard
39 Item Availability Inventory Standard
40 Kit Assemble and Disassemble Inventory Standard
41 Shipment Details Inventory Usage Standard
Inventory, Issues & Standard
42 Transfers, Inventory
Inventory Transactions List Usage
Inventory, Issues & Custom
Issues and Returns Transactions Usage
Inventory, Issues & Custom
Receipts and Transfers Transactions Usage
Inventory, Service Standard
45
Suggested Reorder Items
46 Invoice Details Invoices Standard
47 Invoice List Invoices Standard
48 Commodity Analysis Item Master Custom
49 Item Order Status Item Master Custom
50 Job Plan Details Job Plans Custom
51 Job Plan Hierarchy Job Plans Standard
52 Job Plan List Job Plans Custom
53 Labor List Labor Standard
54 Labor Qualification Labor Standard
55 Labor Utilization Labor Standard
56 Labor Rate Contract Details Labor Rate Contracts Standard
57 Labor Rate Contract List Labor Rate Contracts Standard
58 Labor Reporting Labor Reporting Standard
Lease/Rental Standard
59
Lease/Rental Contract Details Contracts
60
Lease/Rental Contract List Contracts
61
Leased Assets Due Contracts
62 Cost by Location Location Standard
63 Location Availability Location
64 Cost by System Locations Standard
65 Location Hierarchy by System Locations
66 Master Contract Details Master Contracts Standard
67 Master Contract List Master Contracts Standard
68 Person Details People Standard
69 Person Group Person Group Standard
70 Projected PM Labor Requirements PM Standard
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71 PO Status Details PO Standard
72 Purchase Order Details PO Standard
73 Vendor Performance PO Standard
74 Vendor Performance by Item PO Standard
75 Purchase Requisitions Details PR Standard
76 Quick Reporting Details Quick Reporting Custom
77 Receipt Inspection Receiving Standard
78 Receipts List Receiving Standard
79 Report Usage Report Admin Standard
Report Schedule Limits and Standard
80
Maintenance Report Admin
81 Request for Quotation Details RFQ Standard
82 RFQ Vendor Comparison RFQ Standard
83 Routes Analysis Routes Standard
84 Security Group Access Security Standard
85 Service Request Details Service Requests Custom
86 Service Request List Service Requests Standard
Service Desk Case Volume Summary Standard
87
Report SR
SR, Problems, Standard
88
Open Ticket Detail Incidents
89 Stocked Tools Stocked Tools Standard
90 Error Codes Users Standard
91 Login History Users Standard
92 User Sessions Users Standard
93 User Type Users Standard
Estimated vs. Actual Work Order Custom
94
Costs Work Order
95 Work Order Details Work Order Custom
96 Work Order Hierarchy Work Order Standard
97 Work Order List Work Order Standard
98 Work Order Material Shortage Work Order Standard
99 Work Order Pick Work Order Standard
100 Open Work Orders and PM Work Order, PM Custom
101 Monthly Inventory Statistics Report Inventory Custom
102 Purchase Order Outstanding Report Purchasing / Inventory Custom
Purchase Requisitions Outstanding Purchasing / Inventory Custom
103
Report
104 Inventory Label Printing Report Inventory Custom
105 Spare Part List by Equipment Inventory Custom
106 Inventory List Inventory Custom
107 Asset List Asset Custom
108 Tools List Inventory Custom
109 Services Contract List Report Purchasing Custom
110 Storeroom Pick List Inventory Custom
111 Storeroom List Inventory Custom
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112 Issue Slip Inventory Custom
113 Return Slip Inventory Custom
114 Transfer In Slip Inventory Custom
115 Transfer Out Slip Inventory Custom
116 Location List Asset Custom
Ready WO Backlog Report for Work order Custom
117
Supervisors
Planned WO Backlog Report for Work order Custom
118
Planner
119 Overdue WOs Report for Supervisors Work order Custom
% of Emergency Work (Priority-1) Work order Custom
120
Load Report for Planner
% of Emergency Work (Priority-1) Work order Custom
121
Load Report for Supervisor
% of Preventive Maintenance Reports Work order Custom
122
for Supervisor
% of Preventive Maintenance Reports Work order Custom
123
for Planner
124 Supervisor Work Load Report Work order Custom
125 Materials Shortage WOs List Report Work order Custom
Quick Reporting Custom
126 Quick Reporting List
Response Time to Emergency Work Work order Custom
127
Orders by Location
Response Time to Emergency Work Work order Custom
128
Orders by Location Details
Overdue PM Work Orders Graph by Work order Custom
129
Location
Overdue PM Work Orders by Location Work order Custom
130
Details
131 BM Work Orders by Location Work order Custom
132 BM Work Orders by Location Details Work order Custom
133 PM WO's Overdue By Priority Graph Work order Custom
134 PM WO's Overdue By Priority Detail Work order Custom
135 Electric Permit Work Permit Deleted
136 Excavation Permit Work Permit Deleted
137 General Permit Work Permit Deleted
138 Hot Permit Work Permit Deleted
139 NDT Permit Work Permit Deleted
140 Confined Space Entry Permit Work Permit Deleted
Maintenance Cost Rollup by Location Asset Custom
141
Hierarchy
Downtime/waiting time analysis by Location Custom
142
location
144 Mean-time between failures ( MTBF ) Asset Custom
145 Mean-time to repair ( MTTR ) Asset Custom
146 Cost Forecast Job plan Custom
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Cost Comparison by Department Location Custom
147
Backlog by Department Location Custom
148
Downtime/Maintenance Time by WO Work order Custom
149
Labor(actual)/Labor(Available) Ratio Labor Custom
150
Overtime / Normal hours Ratio Labor Custom
151
152 Work Order list for Work Selection Work order Custom
Observation:With reference to the action point 11 of “Attachment-01-FDS Meeting Action

Point “ the Site ID shall be “Nghi Son” for all standard and custom reports. However the FDS
request page image shows site parameter as "Vietnam" as example. Honeywell confirms that
in actual request page Site parameter will be "Nghi Son".
For the below 152 reports the site id will be "Nghi Son" by default.
7.13.1 Asset Availability

This report explain about to enable focus on assets with the lowest availability. A bar chart
displays asset availability in ascending order. Which include scheduled hours, downtime
hours and availability of an“asset”.
Scheduled Hours: It gives information of scheduled hours of an asset. It is calculated from
calendar and shift assigned to an asset with in time period.
Down Time Hours: It gives information of down time hours of an asset with in time period.
Asset Availability: It gives information of an asset availability in percentage within period
based on the logic ((Scheduled Hours-Down Time Hours)/Scheduled Hours)*100
Asset Availability report updated with
Availability report shall have two new columns to show
Mechanical Availability (MA) Down time= Down Time(PM include TA) + Down Time(BM)
Operational Availability (OA) down time= Down Time (Maint.) + Down Time (No Maint.)
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Honeywell Process Solu
utions – Proje
ect & Automation Solutionss, India
Field escription
De marks
Rem
Name
Asset Num
N Ass set Num is a Strin ng parame eter Repoort will run based on the
con ntains Seleect Value lookup. Up pon asset values seelected by user.
u
clicck on th he lookup, the assset
infoormation lis
st box will appear. User
U
can n select muultiple Asse
et values frrom
the
e list.
Site Site
e is a Strring param meter conta ains Site id will be "Nghi Son" by
Select Value lookup. Upo on click on the ult.
defau
okup, the Siite related information list
loo
boxx will appe
ear. User ca an select Site
S
value from the
e list.
Start Date
D Sta
art Date is a Datte parame eter Repoort will run based on the
con
ntains Datee lookup. User can select value
e in start da
ate parametter.
datte through date
d lookup
p.
Project: NSRP
P Complex Proje
ect Doc Title: Functional Des
sign Specificatio
on- CMMS
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End Date End Date is a Date parameter Report will run based on the
contains Date lookup. User can select value in end date parameter
date through date lookup.
Location Location is a string parameter Report will run based on the
contains select value lookup. Upon asset values selected by user.
click on the lookup, the location
information list box will appear.
Department Department is a string parameter Report will run based on the
click on the lookup, the department
Asset Type Asset type is a string parameter Report will run based on the
click on the lookup, the asset type
Output:
7.13.2 Asset by GL Account

Note: “Asset by GL Account” Report is deleted according to the list in section 7.13 in page
620”
7.13.3 Asset Details

Asset Details report displays the details of an asset. Sections included on the report include:
Purchase Details, Downtime, Sub Assemblies, Spare Parts, Meters, Specification, Linear
Details, Features and Relationships. Sections are only included for an Asset if it includes
data. Any costs displayed on this report only reflect the costs that have been rolled up to the
asset - they do not include any open costs that have not yet been rolled up through the Asset
Cost Rollup Report.
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Field Description Remarks

Name
Asset Asset Num is a String parameter Report will run based on the
contains Select Value lookup. Upon value in start date parameter.
click on the lookup, the asset
Location Location is a String parameter Report will run based on the
Department Department is a String parameter Report will run based on the
Asset Type Asset Type is a parameter contains Report will run based on the
Asset Types lookup. Users canselect value in start Asset Type
Asset Typeselect through lookup. parameter.
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Sample Output:
7.13.4 Asset Measurement History

Asset Measurement History Report is displays Meter Readings by Date in Line Chart Format.
A page break separates the details, which are displayed in ascending order of Measurement
Date. This enables review of the most recent measurements first.ReportCan be executed
against single or multiple assets.
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Name
Asset Asset is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the Asset value selected by user.
lookup, the Asset information list box Asset is an optional parameter.
will appear. User can select Asset value
from the list.
Location Location is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the Location value selected by
lookup, the Location information list box user. Location is optional
will appear. User can select Location parameters.
value from the list.
Site Site is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the site value selected by user.
lookup, the Site related information list Site is a mandatory parameter.
box will appear. User can select Site
Asset Asset Type is a String parameter Report will run based on the
Type contains Select Value lookup. Upon Asset Type value selected by
click on the lookup, the Asset Type user. Asset Type is an optional
information list box will appear. User parameter.
can select Asset Type value from the
list.
Asset Asset Moved is a Boolean String Report will run based on the
Moved parameter contains Select Value Asset Moved value selected by
lookup. Upon click on the lookup, Y or user. Asset Moved is an
N values display. User can select one optional parameter.
of those values.
Sample Output:
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7.13.5 Asset Move History
Asset Move History Report displays all its asset move transactions for a single asset. The
transactions are displayed in descending order of Date Moved to enable the
User to focus on the most recent moves first. This report does not display any non required
parameter values when they are not entered by the user.
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Name
Asset Asset Num is a required String Report will run based on the
parameter. User can enter value of an asset values entered by user.
Asset Num.
Current Current Site is a required String Report will run based on the
Site parameter. User can enter Site value. site value entered by user.
From From Site is an optional String Report will run based on the
Site parameter. User can enter Site value. site value entered by user.
From From Location is an optional String Report will run based on the
Location parameter .User can enter Location location value entered by user.
value.
To To Location is an optional String Report will run based on the

Location parameter. User can enter Location location value entered by user.
value.
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To Site To Site is an optional String parameter. Report will run based on the
User can enter Site value. site value entered by user.
Output:
7.13.6 Asset Purchase Order Details

This report displays the POs that the selected assets were created under - grouped by PO.
Since it is grouped by PO, it will show all assets created on the PO -- even if the asset is not
included in the user's query.
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Running Criteria of Report
User has two options:
Option 1:
 Open Asset application( Go toAssetsAsset)

 Filter the Asset record from the list tab it’s not more than 50 records.
 Select the “Run Reports” option from Select Action Menu”.
 Upon click on the Run Reports, one pop up window will appear. Filter with the asset
purchase order details in Description text field.
 Upon click on the selected Description, one popup window will appear.
 Click on the submit button to execute the report.
Option 2:

 Filter the Asset record from the list tab.
 Click on the selected record and select the “Run Reports” option from Select Action
Menu”.
 Upon click on the Run Reports, one pop up window will appear. Filter with the asset
purchase order details in Description text field.
Sample Output:
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7.13.7 Assets by Subassembly Item

This report gives the information about Listing of Assets, location, Primary User and Asset
Tag by Grouped Subassembly Item.
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Name
Item Item is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the item values selected by user.
lookup, the Item related information list Item is a required parameter.
box will appear. User can select
multiple Item values from the list.
Sample Output:
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7.13.8 Details of Asset Failures by Location
In this report Pie Chart highlights greatest number of Failures by Problem Code. The report
data is sorted in descending order of # of Failures, and includes Most Recent Failures and
MTBF Data for selected Asset. By clicking on a Problem Code, can drill down into Drilldown of
Asset Failures Report.
Request page:

Name
lookup, the Site related information list Site is a mandatory parameter.
lookup, the Location information list box user. Location is optional
will appear. User can select Location parameters.
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lookup, the Asset information list box Asset is an optional parameter.
from the list.
Start Start Date & End Date are parameters Report will run based on the
Date & contains Date lookup. User can select value in start date & end date
End date through date lookup. parameters.
Date
Type contains Select Value lookup. Upon click Asset Type value selected by
on the lookup, the Asset Type user. Asset Type is an
information list box will appear. User can optional parameter.
select Asset Type value from the list.
Asset Asset Status is a String parameter Report will run based on the
Status contains Select Value lookup. Upon click Asset Status value selected
on the lookup, the Asset Status by user. Asset Status is an
information list box will appear. User can optional parameter.
select Asset Status value from the list.
Moved parameter contains Select Value lookup. Asset Moved value selected
Upon click on the lookup, Y or N values by user. Asset Moved is an
display. User can select one of those optional parameter.
values.
Sample Output Report Format:
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7.13.9 Drilldown into Asset Failures

This report presents historical view of downtime hours for selected problem code. Along with
the fail date, the report data also lists the cause and remedy of each problem.Hyperlink
available on WO # to attain more details of last failure.
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Name
lookup, the Site related information list
Location Asset is a String parameter contains Report will run based on the
lookup, the Asset information list box user.
from the list.
lookup, the Asset information list box
from the list.
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Problem Problem Code is a String parameter. Report will run based on the
Code User can enter Problem Code value Problem Code value Entered
from the list. by user.
Date
Type contains Select Value lookup. Upon click Asset Type value selected by
on the lookup, the Asset Type user.
information list box will appear. User can
select Asset Type value from the list.
Asset Asset Status is a String parameter Report will run based on the
Status contains Select Value lookup. Upon click Asset Status value selected
on the lookup, the Asset Status by user.
information list box will appear. User can
select Asset Status value from the list.
Moved parameter contains Select Value lookup. Asset Moved value selected
Upon click on the lookup, Y or N values by user.
display. User can select one of those
values.
Sample Output:
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7.13.10 Maintenance Cost Rollup

In this report set contains two reports. The first, Maintenance Cost Rollup displays the Work
Order Costs the asset incurred since the date the report was last run. The costs of the assets
are rolled up to their parents, and any other levels in the asset hierarchy. The second, Cost
Rollup Update, contains a listing of the data AND updates the V7 Database with the new
values. By having 2 separate reports, report security can be separated between those that
should have View Rights, and those that can update the database.
*Note: This is a very complex report, therefore, it is highly recommended this report be
scheduled or
Executed at 'off-peak' hours.
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Name
lookup, the Site related information list Site value is always default as
box will appear. User can select Site VIETNAM
lookup, the asset information(Asset
number ) list box will appear.

contains Select Value lookup. Upon value in end date parameter
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Asset Type Asset Type is a String parameter Report will run based on the
Start date Start Date is a Date parameter Report will run based on the
End Date End Date is a Date parameter Report will run based on the
Output Report Format:

Observation: “Maintenance Cost Rollup” report will be calculated based on “WO
Completed date”.
7.13.11 Maintenance Cost Rollup Update

Cost Rollup Update, contains a listing of the data AND updates the V7 Database with the new
values.
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Name
7.13.12 Overall Equipment Effectiveness by Location

This report highlighting worst performer first, displays OEE values for locations within selected
site. By selecting a Site, the user cans drilldown to OEE Asset.
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Option 1:

 Upon click on the Run Reports, one pop up window will appear. Filter with the Overall
Equipment Effectiveness by Location in Description text field.
Option 2:

Menu”.
Equipment Effectiveness by Location in Description text field.
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7.13.13 Overall Equipment Effectiveness by Asset

This report retaining the values of OEE Site and OEE Asset, OEE Values are displayed for
the selected Asset. Hyperlinks are then available for historical data - 6, 9, 12 or 18 months,
along with performance comparisons to other assets within the location. A hyperlink to the
Details of Asset Failures is then available to provide additional asset failure data.
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Option 1:

 Filter the Asset record from the list tab it's not more than 50 records.
Equipment Effectiveness by Asset in Description text field.
Option 2:

Menu”.
Equipment Effectiveness by Asset in Description text field.
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7.13.14 Overall Equipment Effectiveness by Site

This report displays OEE by Site for selected month and year. Contains ability to dynamically
refresh data to show Asset Availability, Performance Efficiency or Quality Rating. By
selecting an individual site, the user can drill down into the OEE Location Report. Notes: (1)
The month parameter accepts values of either 01, Jan or January (all localized) (2) this is a
complex report.
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Name
Select Value lookup. Upon click on the Site value selected by user.
lookup, the Site information list box will Site is an optional parameter.
appear. User can select Site value from
the list.
Month Month is a Date parameter User can Report will run based on the
enter month value in the box. Month value enters by user.
Year Year is a Date parameter User can Report will run based on the
enter Year value in the box. Year value entered by user
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Output:
7.13.15 Summary of Asset Failures by Location

First report in 4 levels Drilldown Path. Details # Failures, and MTBF for assets within a
selected Location in detail and graphical format.By clicking on an individual asset, can drill
down into the Details of Asset Failure Report.Highlights capability of silently passing
parameter values from one report to the next.
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Name
lookup, the Location information list box user.
will appear. User can select Location
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Date
7.13.16 Assignment Manager Daily Format

Utilizes Unique Daily Calendar View to highlight user's workload in hourly increments.
Displays the start and end time that the labour is available based on his assigned calendar.
Data is displayed in 30 minute increments. If assignments are scheduled for ¼ hour
increments or less, they will be rounded up to the nearest half or full hour
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Name
Date
Labor Labor is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the labor value selected by user.
lookup, the Labor information list box
will appear. User can select labor value
from the list.
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Sample Output:
7.13.17 Assignment Manager Monthly Format

Utilizes Unique Monthly Calendar View to highlight user's workload by day.If the selected
Labour is unavailable (ex. Due to Vacation) for an entire day, the entire day will be greyed
out. This applies to full day unavailability only.
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Name
Labor Labor is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the labor value selected by user.
lookup, the Labor information list box
will appear. User can select labor value
from the list.
Month Month is a String parameter. User can Report will run based on the
enter Month value. Month value entered by user.
Year Year is an Integer parameter. User can Report will run based on the
enter Year value. Year value entered by user.
Sample Output:
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7.13.18 Work Order Assignments by Craft

Grouped by Craft and Skill Level, displays Work Order Assignments for Labour. Data
displayed by ascending order of Work Order Scheduled Start Date (earliest start date
displayed first).
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Name
contains Select Value lookup. Upon location value selected by
click on the lookup, the location user.
information list box will appear. User
can select location value from the list.
Planner Planner is a String parameter. User Report will run based on the
can enter supervisor value. Planner value entered by user.
Select Value lookup. Upon click on Site value entered by user.
the lookup, the Site information list
Start Date Start Date parameter contains Date Report will run based on the
lookup. User can select date through value in start date parameter.
date lookup.
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Select Value lookup. Upon click on Asset value entered by user.
the lookup, the asset information list
box will appear.
contains Select Value lookup. Upon Department value entered by
click on the lookup, the Department user.
Asset Type Asset Type is a String parameter Report will run based on the
contains Select Value lookup. Upon Asset Type value entered by
click on the lookup, the asset type user.
Sample Output:
7.13.19 Work Order Assignments by Work Order

Grouped by Work Order, displays Work Order Assignments for Labour
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Name
contains Select Value lookup. Upon location value selected by
click on the lookup, the location user.
information list box will appear. User
can select location value from the list.
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Supervisor Supervisor is a String parameter. User Report will run based on the
can enter supervisor value. supervisor value entered by
user.
Select Value lookup. Upon click on the Site value entered by user.
lookup, the Site information list box
will appear. User can select Site value
from the list.
Start Date Start Date parameter contains Date Report will run based on the
lookup. User can select date through value in start date parameter.
date lookup.
Select Value lookup. Upon click on the value in start date parameter.
lookup, the Asset information list box
will appear
click on the lookup, the Department
information list box will appear
Asset type Asset type is a String parameter Report will run based on the
Supervisor Supervisor is a String parameter Report will run based on the
click on the lookup, the Supervisor
Sample Output:
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7.13.20 Classification Details

Displays attribute and use with information for a given classification.
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Option 1:
 Open Report Administration application (Go toAdministrationReportingReporting

Administration) filter the Classification details record from the list and click on the
preview button from Reporting tab.
 Upon click on preview button one popup window will appear.
 Click on submit button to execute the report.
Option 2:
 Open Classifications application( Go toAdministrationClassification )

 Filter the Classification record from the list tab.
Menu”.
 Upon click on the Run Reports, one pop up window will appear. Filter with the
Classification details in Description text field.
Sample Output:
7.13.21 Classification Hierarchy

Classifications and their descriptions are displayed in a hierarchy format.
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Option 1:

Administration) filter the Classification Hierarchy record from the list and click on the
Option 2:
 Open Classifications application( Go toAdministrationClassification )

 Filter the Classification record from the list tab.
Menu”.
Classification Hierarchy in Description text field.
Sample Output:
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7.13.22 Vendor Contacts

Contact Information for selected vendor, including email address and phone #. This report
does not have a request page, and is only accessible via hyper linking from multiple
Inventory, Contract and PO Reports. A hyperlink is available on the vendor’s email address,
which will initiate a new email in the user's default emailing system with the vendor’s email
address populated in the column.
Request page:
Option 1:
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 Open Companies application (Go to Purchasing  Companies).
 Filter records from the list tab its less than 50 records.
 Upon click on the Run Reports, one pop up window will appear. Filter with the Vendor
Contacts in Description text field.
Option 2:
 Open Companies application (Go to Purchasing  Companies).

 Filter the Company record from the list tab.
Menu”.
 Upon click on the Run Reports, one pop up window will appear. Filter with the Vendor
Contacts in Description text field.
Sample Output:
7.13.23 Warranty Contract Details

Displays Warranty Contract information including authorized sites, commodities and SLAs.
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Option 1:

Administration) filter the Warranty Contract Details record from the list and click on the
Option 2:
 Open Collections application( Go to Contracts Warranty Contracts)

 Filter the Warranty Contract Details record from the list tab.
Menu”.
Warranty Contract Details in Description text field.
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Sample Output:
7.13.24 Warranty Contract List

Grouped by Contract Type, lists Contract Detail Information.
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Option 1:

Administration) filter the Warranty Contract List record from the list and click on the
Option 2:
 Open Collections application( Go to Contracts Warranty Contracts)

 Filter the Warranty Contract List record from the list tab.
Menu”.
Warranty Contract List in Description text field.
Sample Output:
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7.13.25 Warranty Incidents

Summarizes all work orders where an active warranty contract was available at the time the
work occurred. This will list, by warranty contract the work order, assets, and associated
costs that qualify to be submitted for a warranty claim with the warranty vendor.
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Name
# of Days No. of Days is an integer parameter. Report will run based on the
User can enter No. of Days value. No. of Days value Entered by
user.
Vendor Vendor is a String parameter. User can Report will run based on the
enter Vendor value. Vendor value entered by user.
Contract Contract is a String parameter contains Report will run based on the
Select Value lookup. Upon click on the Contract value entered by user.
lookup, the Contract information list box
will appear. User can select Contract
Purchase Purchase Agent is a String parameter. Report will run based on the
Agent User can enter Purchase Agent value. value in Purchase Agent
parameter.
Sample Output:
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7.13.26 Purchase Contract Details
Details information associated with Purchase Contract. Sub header categories include:
Vendor, Authorized Sites, Commodities, Service Level Agreements, Contract Details and
Terms and Conditions.
Request page:

Option 1:

Administration) filter the Purchase Contract Details record from the list and click on the
Option 2:
 Open Collections application( Go toContracts Purchase Contracts)

 Filter the Purchase Contract Details record from the list tab.
Menu”.
Purchase Contract Details in Description text field.
D R A Revision:
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CMMS FDS (Part 2)

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Honeywell Process Solutions – Project & Automation Solutions, India

7.9.35.2.3 Select Action Menu

7.9.36 Lock Out / Tag Out

7.9.36.2 Lock Out / Tag OutApplication Screen shots

7.9.36.2.1 List Tab

7.9.36.2.3 Select Action Menu

7.9.37 Safety Plans

Statuses are not available for Safety Plans application.

7.9.37.2.1 List Tab

7.9.37.2.2 Safety Plan Tab

7.9.37.2.4 Hazardous Materials Tab

7.9.37.2.5 Tag Outs Tab

7.9.37.2.6 Select Action Menu

7.9.38.2.1 List Tab

7.9.38.2.2 Calendar Tab

7.9.38.2.4 Select Action Menu

7.9.39.1 Labor Application Screen shots

7.9.39.1.1 List Tab

7.9.39.1.2 Labor Tab

7.9.39.1.3 Crafts Tab

7.9.39.1.5 Select Action Menu

Qualifications application is used to create qualifications and certification requirements for a

Below are the statuses applicable to Qualifications application:

7.9.40.2 Qualifications Application Screen shots

7.9.40.2.1 List Tab

7.9.40.2.2 Qualification Tab

7.9.40.2.3 Associated Labor Tab

7.9.40.2.4 Select Action Menu

Below are the statuses applicable to People application:

People Change Status dialogue box in Maximo is shown in below figure.

7.9.41.2 Qualifications Application Screen shots

7.9.41.2.1 List Tab

7.9.41.2.2 Person Tab

7.9.41.2.3 Select Action Menu

7.9.42 Person Groups

Statuses are not available for Person Groups application.

7.9.42.2 Person Groups Application Screen shots

7.9.42.2.1 List Tab

7.9.42.2.2 Person Group Tab

7.9.42.2.3 Select Action Menu

User can also:

 Associate labor records with crafts and skill levels

Statuses are not available for Crafts application

7.9.43.2 Craft Application Screen shots

7.9.43.2.1 List Tab

7.9.43.2.3 Associated Labor Tab

7.9.44 Bulletin Board

Below are the statuses applicable to Bulletin Board r application:

Bulletin Board Application Screen shots

Bulletin Board Tab

Communication Log Tab

Select Action Menu

7.9.45 Communication Templates

Communication Templates application is used to create and manage communication

User can use communication templates in the following ways:

Below are the statuses applicable to Communication Templates application:

7.9.45.2.1 List Tab

7.9.45.2.2 Communication Template Tab

Observation: Communication template is a kind of Mail notification between maximo users.