Click here to load reader

Maximo HSE Manager 7.5 - IBM

  • View
    8

  • Download
    0

Embed Size (px)

Text of Maximo HSE Manager 7.5 - IBM

Maximo HSE Manager 7.5.1
a ti o n
L if e S
m e n t
N u c le
n e rg
S m
a rt
C lo
s ta
ti o n /
in g /
In te
g ra
© 2013 IBM Corporation3
MAXIMO HSE 7.5.1
• The processes and programs that
organizations use to ensure the
health and safety of:
5
Release 7.1.0 Release 7.1.1
All future release dates are estimates and specific content is subject to change.
Maximo 7.1 Maximo 7.1
GA: Sep 28, 2008 GA: Dec 2009 GA: Nov. 2010
• Location and Work Details
6
• Non-conformances
and Environment Manager 7.5.0.4
© 2013 IBM Corporation7 7
Maximo HSE Integrated process –
Operations
Asset &
Work
Managemen
t
Safety
Quality
Compliance
Permit
Examples of some of the possible interactions in Maximo HSE
Work Order
Capability Benefit
Addresses the continuous need for customers to improve operational performance by
creating, reviewing, and analyzing incidents
Investigations Allows customers to identify the root cause of problems arising from incidents on their plants
that may be safety, environmental, or production releated
Change
Management
Allows customers to support change requirements in a more robust way with multiple levels
of reviews/approvals, authorization of change, pre and post start actions
Regulatory
Compliance
Identifies regulatory compliance against assets and locations and associates job plans and
work orders to these regulations to ensure compliance – significantly reducing the costs
associated with compliance
© 2013 IBM Corporation11
Capability Benefit
Operating
Policy
Risk
Assessment
Iterative document that links all associated Health, Safety and Environment activities and
organizational data. Allows customers to analyze the risks associated with work carried out
through the Maximo products, identifying hazards and defining the impact ranking
Risk
Matrix
An application that models both probability and consequences of events supporting risk
management processes
Improvements Manages continuous improvement programs like Six Sigma or similar methodologies
© 2013 IBM Corporation12
Capability Benefit
Operators
Log
Electronic log used by shift operators for recording and qualifying events which occur during
an individuals shift watch
Action
Tracking
Allows customers to track statutory implications to ensure certain types of work and actions
are completed by the agreed dates
Benefits &
Losses
failures, survey/audit findings
© 2013 IBM Corporation13
Capability Benefit
having a safety, operational, maintenance or engineering context
Defect
Elimination
© 2013 IBM Corporation14
Capability Benefit
Certifications A certification record contains the details that are used to verify that standards for assets or
locations are met. They can also be used to make sure that personnel are qualified for
specialized tasks.
Location
Profile
Location profiles contain information on production data. You can use location profiles to
reduce the production losses that can result from planned or unplanned maintenance
shutdowns.
Preparation
Activities
An application to manage the preparation activities that are associated with different phases
of scheduled work packages. Preparation activities are tasks that are usually carried out
either before assets are put into operation or in preparation for a plant turnaround.
Lock Out
Tag Out Plan
Lock out and tag out operations specify a plan of isolation for assets or locations to ensure
the safety of the plant. The plans describe how to remove work assets from service and
place them back into service
Permit to Work A permit to work provides for the effective management of hazards in the work place. The
permit to work is frequently used with one or more work orders. You can also generate a
permit to work based on an existing work order or task.
Audit and Survey Audits are used to evaluate compliance with industry-related regulations or with internal
regulations. You can use either audits or surveys to evaluate locations and assets for
regulatory compliance.
BE
PREPARED!
Maximo 7.5
Note: This is only part of the functionality available with Maximo HSE
© 2013 IBM Corporation16
Audit and Survey Audits are used to evaluate compliance
with industry-related regulations or with
internal regulations.
evaluate locations and assets for
regulatory compliance.
– Question and Response capability
Evaluating regulatory compliance with audits and surveys
• Audits provide a way to verify that personnel are complying with internal
or external industry regulations.
• Surveys provide a method of assessing the safety climate and culture of
an organization, or of gathering information in specific areas. You can
use the resulting data to recommend follow-up actions.
© 2013 IBM Corporation21
• An audit is an examination of
how work processes are
conducted within an organization.
specify the information about the
context of the audit, and the
personnel who are responsible
• You can also define whether an
audit is to be carried out by an
external agency so that you can
identify and track external audits.
• A survey is a way of collecting
information by evaluating the
answers to formulated questions.
• Surveys are valuable for
follow-up actions for improving
personnel.
agreement or of disagreement for
each of the questions that are
asked.
record is hidden
person (s) conducting the audit
• Survey mode (Survey Format
questions (subject to status)
findings (subject to status)
Types of scoring calculations
To evaluate the health of the organization, and to identify methods of improving the
safety of the plant and its personnel, you assign a value to each question. You can effect
changes in the workplace that are based on an analysis of the scores.
You can select from the following types of scoring calculations:
Line Score
Used for either audits or surveys. You assign a numerical value to each question. The
total score is calculated based on the number of questions that are answered. When the
record is saved, the total score displays in the header area at the top of the record. Only
the administrator of the audit or the survey can find out the scores.
Reverse Scored
Used for either audits or surveys. The Reverse Scored check box is for informational
purposes only. When you select this check box, you must apply a reverse scoring
mechanism.
© 2013 IBM Corporation26
Incidents application
• You use the Incidents application to report a general incident or an event
that has a health, safety, or environmental impact. After an incident
occurs, you can follow up with the persons affected to ensure that the
appropriate corrective actions were implemented.
© 2013 IBM Corporation31
• Classifications provides persistent data entry
• Information of incident passed to relevant teams
• Seamlessly raise detailed Investigations
• Quickly raise related MOC
© 2013 IBM Corporation32
• Scenario
• Accident involving a lorry driver climbing out of his vehicle and stepping onto a
cracked manhole cover which breaks under his weight.
• Logging the incident and taking initial details
• Create an investigation
• Raise a MOC
© 2013 IBM Corporation34
Incident Reported by: Wilson, Affected person: Williams, using a predefined Incident Template to
quickly complete the relevant fields
© 2013 IBM Corporation35
© 2013 IBM Corporation36
The Incident classification enables us to create focussed questions or attributes related to the
incident.
© 2013 IBM Corporation37
Higher Context information can be added to assist incident reporting and subsequent
investigation.
© 2013 IBM Corporation38
A running log of the incident is recorded within the Log TAB, listed in time order, most recent
being first.
© 2013 IBM Corporation39
An Investigation is created and will be related to the original incident
© 2013 IBM Corporation40
Details are inherited from the Incident record to eliminate re-entering of data and an investigation
process can proceed
© 2013 IBM Corporation41
© 2013 IBM Corporation42
An After Action Review can be completed as part of the resolution and follow up process
© 2013 IBM Corporation43
A MOC can be raised to ensure that the RCFA has been addressed and as part of the Follow up
© 2013 IBM Corporation44
The related MOC can be fully viewed from within the Investigations application
© 2013 IBM Corporation45
The Investigation can now be Resolved as well as the original Incident. The related MOC has to go
through its lifecycle, and can still be managed independently
© 2013 IBM Corporation46
unresolved defects and incidents.
minimize the impact of future similar defects and
incidents.
perform the following activities:
In the Investigations application, you can perform the following activities
•Classify an investigation as global, regional, or local
•Delegate and track activity work orders for the investigation
•Report time spent on the investigation and its activities
•Use failure classes and failure codes to identify trends and isolate the probable
cause of failure
•Specify and describe component-level failures
•Specify and describe failure mechanism codes in support of ISO 14224
•Specify the method or activity by which failures are discovered, including barrier
failures. You can also specify the type of barrier that failed.
•Specify audit and survey records to track originating events.
•Specify safety-related system failures, such as safety-critical or hardware failures.
You can specify a reference to an element that is associated with a regulation, such
as a performance standard. You can also indicate that the failure requires action to
maintain system integrity.
•Associate existing solutions and lessons learned with investigations
•Record the results of after-action reviews, root cause failure analyses, and failure
mode effect and criticality analyses
© 2013 IBM Corporation49
Typical Investigation Process
© 2013 IBM Corporation51
Return to Index
© 2013 IBM Corporation52
• Use cases
Investigations, Management of Change
© 2013 IBM Corporation55
The Maximo Risk Matrix
• The risk matrix is used to model risk based on consequence, severity
and likelihood
• All the customers researched for this application model risk in this way
but they use different sizes of matrix, different terminology and different
nomenclature for risk ranking
© 2013 IBM Corporation56
Building the Maximo risk matrix
• The matrix is built one column at a time for a given combination of
consequence and severity
• Risk rankings are entered based on likelihood for each row of the matrix
• The ranking can be alpha-numeric
• A risk priority can be entered alongside risk ranking for any customer
using risk based prioritization of work eg for inspections
© 2013 IBM Corporation57
Consequence Description Severity
in £
Critical
© 2013 IBM Corporation58
A Risk Matrix modelled in Maximo (using some Maximo terminology)
Consequence Consequence 1
First Aid Needed
Severity Minor Severity Significant Major Critical
Rare Low Risk /
Risk Priority 3
y
Red, Yellow and Green represent the Risk Priority or Risk Ranking
depending on customer terminology.
© 2013 IBM Corporation60
Hazard Severity
Rating 1
Hazard Severity
Rating 2
Hazard Severity
Rating 3
Hazard Severity
Rating 4
Hazard Severity
Rating 5
Damage Major Damage
Impact
Impact National Impact
Priority 3
Typical Example in Maximo for the first hazard severity rating
© 2013 IBM Corporation62
Sample Consequence record
© 2013 IBM Corporation63
The Maximo Risk Assessment
• In the risk assessment application the user applies Hazards held in
Maximo to the risk assessment record, the user then applies a
consequence/severity and likelihood to the hazard to establish a risk
ranking.
• For each Hazard the default associated precautions are listed in a table
window. These can be deleted or added to based on the circumstances
of the risk assessment.
• Based on these a mitigated likelihood can be applied that results in a
mitigated risk ranking.
• For all the hazards evaluated the user selects the most significant
mitigated risk ranking.
© 2013 IBM Corporation64
Risk Assessment screenshot
© 2013 IBM Corporation65
Components that can be used for Risk Assessment in Maximo
• Risk Matrix application • Risk Matrix Report • Risk Assessment application • Hazards (HSE) • Job Plan Details, Risks sub-tab and tasks risks section • Work Order Tracking Details tab, Risks sub tab and tasks risk section • MOC Risks and Projects tab • Incidents and Investigations Risk Assessment fields • Locations Risk Assessment fields
© 2013 IBM Corporation66
PERMIT TO WORK
Return to Index
© 2013 IBM Corporation67
Control of Work – Maximo Permit Process – End to End Process
Process 1.0 Request Work
Process 1.1 Define and
Process 1.9 Suspend and
Permit Application – Designed to follow the End to End Process
Process
Permit Statuses
The functions of the Permit to Work application are controlled at different states with a
strict control of the movement from one state to the next.
Statuses are also time dependent, e.g. you can not change status to ACTIVE until the Issue Date is in the past.
• REQUEST > DRAFT, CLOSED
• DRAFT > APPR, CLOSED
• ISOLATION COMP > APPR, ISSUED, SUSPEND
• ISSUED > ACTIVE, APPR, SUSPEND
Active Suspend Cancelled Closed
Specifies that only authorized personnel
can review and approve permit to work
records. Use the People application to
provide authorization for these actions.
Specifies whether the person must be
authorized to hand back and cancel
the permit to work. Use the People
application to provide authorization for
these actions.
Return to Index
© 2014 IBM Corporation73
Certification and Competency management
• Certifications • A certification record contains the details that are used to verify that standards
for assets or locations are met. They can also be used to make sure that
personnel are qualified for specialized tasks.
• Personnel Certification Tracking • Complete history of all personnel job roles, certifications, training and current
qualifications
and updating competencies of the workforce
There are Three Focus Areas addressed by Maximo HSE
Manager
What is it?
– Provides certificate type capability on a number of record types
– New application to create certifications in Maximo
– Linked to Assets, Locations, Work Orders, Audit and Survey, Persons,
Hazards
© 2014 IBM Corporation75
Surveys
Hazards
Certificate types define the certificates needed by the Asset, Work Order, Location,
asset, Audit and Survey or Hazard
Certificates
qualification or a person.
associated with a person.
Competency Management
Enforcing rules to ensure ONLY competent persons are authorised to carry
out activities in Maximo
© 2014 IBM Corporation79
Certification tab screenshot
© 2014 IBM Corporation80
© 2014 IBM Corporation83
© 2014 IBM Corporation84
© 2014 IBM Corporation86
© 2014 IBM Corporation87
© 2014 IBM Corporation88
© 2014 IBM Corporation89
Return to Index
© 2014 IBM Corporation90
• Manage a specific action that requires formal tracking to completion
• Manage campaign of actions on similar assets
• Use to track and manage safety bulletins
© 2014 IBM Corporation91
Action Tracking Process
• Simple action
• Action with multiple Work Package rows
• Simple action will not require creation of a work package
• Context on action main tab is consider sufficient to define action
• Reviewers can be set up without populating work package
• Create a single work package row if asset/location need to be identified rather than referenced in originating record
• With Work Packages Work Orders can optionally be created to drive implementation of an action
© 2014 IBM Corporation92
© 2014 IBM Corporation93
agreed by
saved and
status APPR
• Work Packages are a way of defining more complex actions
• There can be multiple rows to a work package
• Each row must contain Asset/location or Job Plan
• Pre-built Standard Actions/Action Groups can be applied
• Asset List application can be used to identify a group of related Assets/Locations to which all require the same action such as a maintenance campaign or safety bulletin
• Actions can be identified against existing Work Orders and PMs
• New Work Orders can be create to progress an action
© 2014 IBM Corporation95
© 2014 IBM Corporation96
View status
of WOs
© 2014 IBM Corporation98
© 2014 IBM Corporation99
shown on Related Records tab
© 2014 IBM Corporation100
Return to Index
© 2013 IBM Corporation104
locations.
regulations to ensure compliance – significantly
reducing the costs associated with compliance
© 2013 IBM Corporation105
Regulatory Compliance Application
© 2013 IBM Corporation107
THE MANAGEMENT OF
Return to Index
© 2013 IBM Corporation108
Close ChangeDefine Change
A change management process is: The process of requesting, determining
attainability, planning, implementing, and evaluating changes to a system.
Approve
Change
Execute
Change
Release
Change
Implement
Change
1. Supporting the
© 2013 IBM Corporation109
Maximo 7.5
• Better review by multiple departments
• Easy location of MOC in the Process
• Possible integration with other systems
mail notification of assigned action items
• Paperless Process
Close ChangeDefine Change Approve
Change
Execute
Change
Release
Change
Implement
Change
based on industry best practice… but modified to suit your need.
Close MOC
process and the EAM
© 2013 IBM Corporation111
A MOC process can be short or long, simple or complex
© 2013 IBM Corporation112
Close ChangeDefine Change Approve
typical process
in Maximo….
MOC
Requestor
MOC
Administrator
Engineering
Manager
Maintenance
Supervisor
Discipline
Manager
Request
change
MOC
Requestor
MOC
Administrator
Engineering
Manager
Maintenance
Supervisor
Discipline
Manager
actions
October 2014
Content based on a paper by Gonzalo Valle – IBM Spain Return to Index
© 2013 IBM Corporation116
RIME Method
• Maximo uses RIME Method as the baseline for its Maximo Prioritization
Matrix
- Relative Importance of Maintenance Expenditure
• Was developed by Albert Ramond and Associates in 1964 to overcome the
deficiencies of a simple priority system.
• In this method of ranking maintenance, work order priority is based on an
index that combines both the “work classification” ranking and “asset
criticality” ranking, to produce a single “RIME” number that is then used
by the end user to prioritize the work.
RIME code usually is calculated following this formula:
Variables:
© 2013 IBM Corporation117
Asset
Criticality
Ranking
WO
Classification
Ranking
© 2013 IBM Corporation118
Maximo Matrix Index
Asset
Criticality
Ranking
Maximo
WO
Classification
Ranking
Maximo
Reason-for-work (RFW) codes - They identify the reason that work is
performed.
Matrix Index - is the equivalent to RIME Index or RIME Code. It is used to
prioritize the work, The higher the number the greater the work priority.
It is determined based on the RFW and the Asset/location priority
Matrix priority is a RIME Index Ranking. The lower the number, the quicker the
work should be done.
The Maximo Prioritization Matrix – some subtle differences
• The Maximo Matrix Index is a free value since not all organizations use
the multiplication formula. This permits the user to use their own formula
to calculate it.
• Reason for Work does not have a ranking value.
• Asset /Location has a priority value. Maximo uses it to set the Matrix
Index (RIME Rank Code) and the Matrix Priority
The Matrix Priority determines the Maximo Target Start and Maximo Target
Finish Dates.
Asset
\Location
Priority
Priority
Description
© 2013 IBM Corporation123
RIME Rank(Code) The additional Matrix Priority determines
the Maximo Target Start and Maximo
Target Finish Dates
© 2013 IBM Corporation124
Maximo Priority – used to drive Work Order Target Date Adjustment
© 2013 IBM Corporation125
Maximo Priority – used to drive Work Order Target Date Adjustment
RIME Rank Code
© 2013 IBM Corporation126
a prioritization matrix
© 2013 IBM Corporation127
An individual Reason for Work - lists the Asset or Location Priority
that drives the Matrix Index and the Matrix Priority
RIME Rank Code
© 2013 IBM Corporation128
1. Create the
1. Select a
1. Reason For Work Code and
Location Priority determine the
Matrix Index and Priority
2. Matrix Priority automatically
sets the Target Dates
can be overridden
© 2013 IBM Corporation131