Download pdf - Maximo HSE Manager 7.5 - IBM

© 2014 IBM Corporation1 © 2014 IBM Corporation

Maximo HSE Manager 7.5.1

Geoff Barrett

© 2013 IBM Corporation22

Ma

xim

o In

du

str

y S

olu

tio

ns

Ma

xim

o A

ss

et

Ma

na

ge

me

nt

Ma

xim

o O

pti

on

al M

od

ule

s

Utilit

ies

Tra

nsport

ation

Life S

cie

nces

Govern

ment

Nucle

ar

Oil

& G

as

Asset Management Work Management

Materials Management Service Management

Purchasing Contract Management

Configuration/

Workflow

Reporting /

Cognos

Integration

Integration

Framework

Maximo Mobile

Ma

xim

o M

ob

ilit

y

EveryplaceMaximo

Anywhere

Linear Assets

Spatial

Real Time

Asset

Locator

Service

Provider

Calibration

Manager

Health, Safety

Environment

Asset

Configuration

Manager

Scheduler

All

ied

So

luti

on

s

Tririga E

nerg

y

Optim

ization

Sm

art

Clo

ud C

ontr

ol

Desk

(IT

Serv

ice

Mgm

t)

Real E

sta

te

Facili

ties

Opera

tions

TR

EE

S

Configura

tion /

Report

ing /

Inte

gra

tion

Tririga SMARTER Buildings Solutions

Pro

jects

ITSM

Ad

d-O

n M

od

ule

s

Ma

xim

o In

teg

rati

on

SAP Adaptor Oracle Adaptor

BIM

Integration

ISM Downloads

Filenet

Integration

ECRI

Integration

IBM Asset Management Solution Portfolio


MAXIMO HSE 7.5.1

FUNCTIONALITY


What is Health, Safety & Environment Management?

• The processes and programs that

organizations use to ensure the

health and safety of:

•Employees

•Consumers

•Communities

•Environment

• Process Improvement


Maximo for HSE Manager – Capability Summary

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

Release 7.1.2

Maximo 7.1

GA: Sep 28, 2008 GA: Dec 2009 GA: Nov. 2010

• Location and Work Details

• Prioritization Matrix

• Condition for Work

• Regulations

• Incidents

• Defects

• Investigations

• Solutions

• Improvements

• Benefits and Losses

• Management of Change

• Action Tracking

• Standard Actions

• Control of Work

• Permit and Certificate Types

• Risk Analysis

• Risk Matrices

• Operator’s Log

• Standard Action Groups

• Maximo Spatial Integration

• Support for MIMOSA

• Miscellaneous enhancements

•Hazards

•MOC Risks and Projects

•Target Availability

•Legacy Tag

•Bad Actor Dialog

•Service Request (Oil)

• Operating Policies

• Operating Procedures

• Operator Tasks

• Cause Analysis/FMECA

• Material Inspection

• Operator Log Enhancements

• Scheduler integration

• MOC enhancements

• Miscellaneous enhancements

•Extra failure fields

•Incident impact

•Regulations extra where used


Maximo for HSE Manager – Capability Summary

6

Release 7.5.0 Release 7.5.1

Maximo 7.5 Maximo 7.5

Release 7.X

Maximo 7.X

GA: August 30 2011 GA: March 15 2013 GA:

• Non-conformances

• ISO I4224 Failure Mechanism

• ISO14224 Sub unit/maint item

• Multiple persons on Incident

• Classification of risk assessments

• Item Master on MOC

• Add Regulation to Incidents

• Qualifications link to certificates

• Qualification verification on Labour

• Editable fields on People

December, 2015

- Bypass management

- Enhancements:

Permit to Work

Incidens

Standard Actions

March, 2016

- Incidents Report

Mobile platform

June, 2016

- Isolation Management

- Other functional

enhancements

▪Permit to Work

▪Audit and Survey

▪Certifications

▪Location profiles

▪Preparation Activities

▪Daily Operations Report

▪Miscellaneous enhancements

▪ Incidents

▪ Test results

▪ Regulations

▪ Risk Assessment

▪ Failure Reporting

▪ MOC

▪ Operator Log

Requires IBM Maximo Health, Safety

and Environment Manager 7.5.0.4


Maximo HSE Integrated process –


Maximo Health, Safety and Environment Manager - 7.5.1 Modules

Operations

Asset &

Work

Managemen

t

Control of

Work

Investigatio

n &

Improveme

nt

Change

Managemen

t

Compliance

Knowledge

Managemen

t

Operating

Procedures

Operator

Log

Non –

Conforman

ce

Managemen

t

Failure

Reporting

Benefits

& Losses

Operating

Policy

Defects

Risk

Assessmen

t

Risk

Matrix

Incident

Managemen

t

Investigatio

ns

Improveme

nts

Managemen

t

of

Change

Regulatory

Compliance

Action

Tracking

Competenc

y

Managemen

t

Solutions

Personnel

Certification

Tracking

Cri

tic

al

Bu

sin

es

s

Pro

ce

ss

es

He

alt

h, S

afe

ty &

En

vir

on

me

nt

Ap

pli

ca

tio

ns

Su

pp

ort

ing

Maxim

o P

rocesses

Safety

Quality

Compliance

Permit

To Work

Audit and

Survey

Certification

s

Location

Profile

Preparation

Activities

Lock Out

Tag Out

Plan


Examples of some of the possible interactions in Maximo HSE

Work Order

Operating

Procedures

Operator

Log

Non –

Conforman

ce

Managemen

t

Failure

Reporting

Benefits

& Losses

Operating

Policy

Defects

Risk

Assessmen

t

Risk

Matrix

Incident

Managemen

t

Investigatio

ns

Improveme

nts

Managemen

t

of

Change

Regulatory

Compliance

Action

Tracking

Competenc

y

Managemen

t

Solutions

Personnel

Certification

Tracking

Permit

To Work

Audit and

Survey

Blue boxes show

HSE Applications


What is Maximo Health, Safety and Environment Manager?

Capability Benefit

Incident

Management

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



Capability Benefit

Operating

Procedures

Capabilities for documented, step-by-step operating procedures

Operating

Policy

Governance application for structuring your 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



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

Captures benefits/losses associated with improvements or costs associated with incidents,

failures, survey/audit findings



Capability Benefit

Solutions Searchable learning repository associated with lessons learned, or with proven solutions

having a safety, operational, maintenance or engineering context

Defect

Elimination

Integrated approach to manage or eliminate defects


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

and

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.

What is Maximo Health, Safety and Environment Manager 7.5.1

BE

PREPARED!


HSE – TOPIC INDEX

Maximo 7.5

Note: This is only part of the functionality available with Maximo HSE


Topic Index

• Audit and Survey

• Incidents

• Investigations

• Risk Assessment

• Permit to Work

• Certification and Competency Management

• Management of Change

• Regulatory Compliance

• Work Priority Matrix

ppt/slides/slide20.xml


















AUDIT AND SURVEY

Maximo HSE 7.5.1

Return to Index


Maximo Health, Safety and Environment Manager 7.5.1

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.


Audit and Survey

▪ What is it?

– A new application called Audit and Survey

– Question and Response capability

– Multiple findings

▪ Use Case

– Process audits

– Safety climate surveys

– Self-certification

– Equipment inspections

▪ Business value

– Enhanced HSE process compliance

– Reduced need for configuration


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.


An Audit or a Survey?

• An audit is an examination of

how work processes are

conducted within an organization.

• When you create an audit, you

specify the information about the

context of the audit, and the

personnel who are responsible

for carrying out the audit.

• 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

providing information about

whether regulations are being

followed during operational

procedures or policies.

• You can use surveys to identify

follow-up actions for improving

the safety of the plant and its

personnel.

• You can measure the level of

agreement or of disagreement for

each of the questions that are

asked.


Survey Format Option

• Climate Survey (Climate Survey

field checked)

• Name of person completing the

record is hidden

• Standard mode (Survey Format

field unchecked)

• All fields editable and visible by

person (s) conducting the audit

• Survey mode (Survey Format

field checked)

• User can only respond to

questions (subject to status)

• User cannot view scoring or

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.


Audit and Survey Statuses

Management

Audit or

Inspection

Function

Prepare

DraftReview Required

Conduct

AuditAnalyse

Changes

Status to

Complete

Create

Follow up

Actions

Audit

Required

Action

Complete

Survey

Participant

Send to

Participant

Complete

Survey

Complete

Survey

Changes

Status to

Complete

Review

Required

Y N

N

Y

N

Y

N Y

In Progress

In Progress

Completed

Survey Entry

Survey Entry

Survey Complete

In Progress


Audit and Survey Lines tab screen layout


Findings tab


Findings tab – Follow-up section


Audit team screenshot


INCIDENTS

Return to Index


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.


Incident Process Business Value

• Efficient process to raise an Incident

• Classifications provides persistent data entry

• Information of incident passed to relevant teams

• Seamlessly raise detailed Investigations

• Quickly raise related MOC

• Pro-active elimination of repeat incidents


Incident Management

If the incident is

unresolved further

investigation may be

required

5 Whys style and

Ishigawa type RCFA

are supported. An

FMECA capability is

also provided

As required create

Action Tracking,

Lessons Learned,

Improvements or MOC

records


• 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

• Analyse Root Cause Failure Analysis

• Follow up After Action Review

• Raise a MOC

• Resolve Incident and Investigation

Demonstration screenshots of an Incident


Incident Reported by: Wilson, Affected person: Williams, using a predefined Incident Template to

quickly complete the relevant fields


Create Follow-up activities if needed.


The Incident classification enables us to create focussed questions or attributes related to the

incident.


Higher Context information can be added to assist incident reporting and subsequent

investigation.


A running log of the incident is recorded within the Log TAB, listed in time order, most recent

being first.


An Investigation is created and will be related to the original incident


Details are inherited from the Incident record to eliminate re-entering of data and an investigation

process can proceed


Additional log entries relevant to the Investigation are entered


An After Action Review can be completed as part of the resolution and follow up process


A MOC can be raised to ensure that the RCFA has been addressed and as part of the Follow up


The related MOC can be fully viewed from within the Investigations application


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


INVESTIGATIONS IN HSE 7.5.1

Return to Index


Investigations

You use the Investigations application to address

unresolved defects and incidents.

The goal of an investigation is to prevent or

minimize the impact of future similar defects and

incidents.


In the Investigations application, you can

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


Typical Investigation Process

Maintenance

ManagerCreate

Investigation

RCFA Required

After

Action

Review

Identify

Lessons

Learned

Change

Management

Create

Solution

AAR

Required

Investigation

Team

Conduct

RCFA

Failure

Reporting

N

N Y

N

Y

Y

Complete

Investigation

Document

Results

Follow up?

Close

Investigation

Change

Management

Team


An application that aids the process of investigation.


RISK ASSESSMENT

IBM Maximo 7.5.1 HSE Manager

Return to Index


Risk Assessment

• What is it?

• Provides the ability to conduct and record risk assessments

• Use cases

• Job Safety Analysis

• Assess risk associated with Work Orders, Job Plans, Incidents,

Investigations, Management of Change

• Business value

• Improved process safety management

• Earlier identification of risk


Risk Assessment

Risk Matrix

Consequence Hazards

Precautions

Job Plans

Safety Approval

Maximo HSE Risk

Assessment

modules and their

Relationship to

Maximo modules (in

Red)


A generic example of the risk matrix concept


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

• The matrix design therefore needs to be configurable


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


Maximo uses Consequence Records to build the Risk Matrix.

Consequence Description Severity

Con1 First Aid Needed -

Low to Medium Cost

in £

Minor

Con 2 Medical Treatment

Needed - Medium to

High Cost in £

Significant

Con 3 Serious Injury -

Major Cost in £

Major

Con 4 Death!! Huge Cost

in £

Critical

Customers can choose which terminology they use.


A Risk Matrix modelled in Maximo (using some Maximo terminology)

ConsequenceConsequence 1

First Aid Needed

Consequence 2Medical Treatment

Needed

Consequence 3Serious Injury

Consequence 4Death !

ImpactLow to Medium

Cost in £

Medium to High

Cost in £Major Cost in £ Huge Cost in £

Severity Minor Severity Significant Major Critical

RareLow Risk /

Risk Priority 3

Low Risk /

Risk Priority 3

Low Risk /

Risk Priority 3

Medium Risk /

Risk Priority 2

UnlikelyLow Risk /

Risk Priority 3

Low Risk /

Risk Priority 3

Medium Risk /

Risk Priority 2

Medium Risk /

Risk Priority 2

Significant

Chance

Low Risk /

Risk Priority 3

Medium Risk /

Risk Priority 2

Medium Risk /

Risk Priority 2

High Risk /

Risk Priority 1

ProbablyLow Risk /

Risk Priority 3

Medium Risk /

Risk Priority 2

High Risk /

Risk Priority 1

High Risk /

Risk Priority 1

Almost CertainMedium Risk /

Risk Priority 2

High Risk /

Risk Priority 1

High Risk /

Risk Priority 1

High Risk /

Risk Priority 1

Consequence Impact or Severity

Lik

elih

oo

d

or

Pro

ba

bilit

y

Red, Yellow and Green represent the Risk Priority or Risk Ranking

depending on customer terminology.


Another example of a typical industry matrix


The typical example modelled in Maximo

Hazard Severity

Rating 1

Hazard Severity

Rating 2

Hazard Severity

Rating 3

Hazard Severity

Rating 4

Hazard Severity

Rating 5

PeopleNo/First Aid

InjuryLoss Time Injury

Major Injury Single Fatality Multiple Fatality

Asset No Damage Minor DamageLocalised

DamageMajor Damage

Extensive

Damage

Environment No Impact

Low

impact/Little

Harm

Short Term Harm Long Term HarmConsiderable

Impact

Reputation No Impact Limited Impact Local ImpactConsiderable

ImpactNational Impact

Regular or

continuous

occurrence

Moderate

Priority 3

Action within 3 months

Substantial

Risk Priority 2

Action within 28 Days

Substantial

Risk Priority 2


Intolerable

Risk Priority 1

Immediate Action

Intolerable

Risk Priority 1

Immediate Action

Likely to occur oftenModerate

Priority 3


Moderate

Priority 3


Substantial

Risk Priority 2


Substantial

Risk Priority 2


Intolerable

Risk Priority 1

Immediate Action

Likely to occur

sometime

Acceptable

Risk Priority 4

On Going Review

Moderate

Priority 3


Moderate

Priority 3


Substantial

Risk Priority 2


Substantial

Risk Priority 2


Unlikely but may

occur often

Acceptable

Risk Priority 4

On Going Review

Acceptable

Risk Priority 4

On Going Review

Moderate

Priority 3


Moderate

Priority 3


Substantial

Risk Priority 2


Extremely UnlikelyAcceptable

Risk Priority 4

On Going Review

Acceptable

Risk Priority 4

On Going Review

Acceptable

Risk Priority 4

On Going Review

Moderate

Priority 3


Moderate

Priority 3


Consequence Impact or Severity

Lik

elih

oo

d o

r P

rob

ab

ilit

y


Typical Example in Maximo for the first hazard severity rating


Sample Consequence record


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.


Risk Assessment screenshot


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


PERMIT TO WORK

CAPABILITY


Return to Index


Control of Work – Maximo Permit Process – End to End Process

Process 1.0 Request Work

Process 1.1 Define and

Categorise Work

Process 1.2 Risk

Assessment

Process 1.3 Request

Permit

Process 1.4 Prepare

Permit

Process 1.5 Review and

Approval

Process 1.6 Implement

Controls

Process 1.7 Issue and

Accept

Process 1.8 Carry Out Work

Process 1.9 Suspend and

Extend

Process 1.10 Handback and

Cancellation

Process 1.11 Closure and

Audit Process

Maintenance

Operations

Operations

Maintenance

Operations

High Level

View of

Process


Permit Application – Designed to follow the End to End Process

Process

1.4 Prepare

Permit

Process

1.5 Review

and

Approval

Process

1.6 Implement

Controls

Process

1.7 Issue

and Accept

Process

1.8 Carry

Out Work

Process

1.9 Suspend

and Extend

Process

1.10 Handback

and

Cancellation

Process

1.11 Closure

and Audit

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

• APPR > DRAFT, ISOLATION COMP, ISSUED, SUSPEND

• ISOLATION COMP > APPR, ISSUED, SUSPEND

• ISSUED > ACTIVE, APPR, SUSPEND

• ACTIVE > SUSPEND

• SUSPEND > APPR, CANCELED

• CANCELED

• CLOSED

Request Draft Approve IssuedIsolation Complete

Active Suspend Cancelled Closed


Permit to Work – Enforce the use of authorised people

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.


Control Authorisation by Person


CERTIFICATION AND

COMPETENCY MANAGEMENT


Return to Index


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

• Competency Management• Improves competency assurance through capabilities for adding, modifying,

and updating competencies of the workforce

There are Three Focus Areas addressed by Maximo HSE

Manager


Maximo HS&E Add-on – 7.5.1 - Certifications

▪ 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

▪ Use Cases

– Inspection certificates

– Hazardous material certification

– Training certificates

– Commissioning certificates

– Construction certificates

▪ Business value

– Reduced configuration effort and improved compliance


Certifications

Certificate

Type

Certificates

Certificate

types define

the type of

certificate(s)

Work Order

Assets

Locations

Audit and

Surveys

Hazards

Certificate types define the certificates needed by the Asset, Work Order, Location,

asset, Audit and Survey or Hazard

Certificates

can then be

attached to the

core records

to aid

compliance


Personnel Certification Tracking

Qualificatio

ns

Labour Person

Qualifications can be

associated with a

labour record and

used on Work

Orders.

Core

MaximoMaximo HSE

A certificate type can be associated with a

qualification or a person.

Certificate

types define

the certificates

needed by the

person

Certificate

Type

Certificates

Certificate

types define

the type of

certificate(s)

Individual Certifications can now be

associated with a person.

Note: A person

does not need to

have a labour

record

PersonWork OrderNon Work

Activity requiring

person to have

certificate


Competency Management

Enforcing rules to ensure ONLY competent persons are authorised to carry

out activities in Maximo


Configurable Rules Enforced by Maximo


Certification tab screenshot


Readings tab


Standard Actions


Review and Approval tab screen layout


Mind Map of Maximo Competency Management


Core Maximo – Qualifications screen


Core Maximo – Qualifications applied to a given Labour record


Core Maximo – Qualifications applied to a given Labour record




ACTION TRACKING


Return to Index


Action Tracking Use Cases

• General purpose action tracking linked to multiple Maximo applications

• Manage a specific action that requires formal tracking to completion

• Manage campaign of actions on similar assets

• Use to track and manage safety bulletins


Action Tracking Process

• Three main routes through process

• Simple action

• Simple action with single Work Package row

• 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


Investigation follow up action use case


Context on Action tab Locked when

agreed by

saved and

status APPR


Work Package

• 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


Action Work Package – Single Work Package


Action work package – multiple work packages

View status

of WOs

generated

from Action


View Work Orders generated from Actions


Identify reviewers on Review tab


Originating Investigation and generated Work Orders

shown on Related Records tab


Action Log

Logs copied

over from

related

Investigation

Log

entered

directly


Safety Bulletin use case


Safety bulletin use case


REGULATORY COMPLIANCE


Return to Index


Regulatory Compliance

Identifies regulatory compliance against assets and

locations.

Associates job plans and work orders to these

regulations to ensure compliance – significantly

reducing the costs associated with compliance


Regulatory Compliance Application

Full Details of the

Regulation

What Asset,

Location, Jobplan

Hazard or Permit

the Regulation

relates to


The Regulation as applied to the Work Order


THE MANAGEMENT OF

CHANGE

Maximo Health, Safety and Environment Manager 7.5.1

Return to Index


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

The Management of Change in Engineering

1. Supporting the

process of

change

1. Enabling the

traceability of

changes

It has two main goals:

It follows a defined process!


Some customers using Maximo Management of Change

Maximo 7.5

MOC

Solution

Benefits Of Maximo MOC

• Electronic system allows for Work Flow

• 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


Maximo can accommodate a variety of MOC process flows

Close ChangeDefine ChangeApprove

Change

Execute

Change

Release

Change

Implement

Change

based on industry best practice… but modified to suit your need.

Close MOC

(Closed)

Initiate MOC

(Initiated)

Submit MOC

(InReview)

Approve MOC

(Approved)

Pre-Start

(Implemented)

Post Start

(Completed)

Request MOC

(WAPPR)

Review MOC

(REVIEW)

Initiate MOC

(Initiated)

Design

(ENG)

Authorisation

(REVIEWED)

Work

Execution

(APPR)

Commissioning

(INPRG)

Closure

(COMP) •Request for Change

•Specifying the change details

•Review and Approval

•Pre-Start Actions

•Authorization

•Post Start Actions

•Closure

In simple terms it

involves :Maximo brings the MOC

process and the EAM

functions together!


A MOC process can be short or long, simple or complex


The Maximo MOC application follows the process intuitively

Close ChangeDefine ChangeApprove

Change

Execute

Change

Release

Change

Implement

Change

Let’s look at a

typical process

in Maximo….


Following a Management of Change Process - Part 1

MOC

Requestor

MOC

Administrator

Engineering

Manager

Maintenance

Supervisor

Discipline

Manager

Request

change

Enter MOC

details

Change classification

(engineering /

operational /

configuration)

Enter project

information and risk

assessment

Add

reviewers

Add

approvers

Configuration/

Operational/

Engineering

Reviewers

sign off

Approvers

sign off

Enter pre-

start actions


Following a Management of Change Process - Part 2

MOC

Requestor

MOC

Administrator

Engineering

Manager

Maintenance

Supervisor

Discipline

Manager

Complete pre-start

actions

Add

Authoriser

Authoriser

sign off

Enter post

start actionsComplete post start

actions

Enter MOC closure

status

Create work

order


HSE 7.5.1 – WORK PRIORITY

MATRIX

Geoff Barrett – Maximo Tech Sales

October 2014

Content based on a paper by Gonzalo Valle – IBM SpainReturn to Index


RIME Method

• Maximo uses RIME Method as the baseline for its Maximo Prioritization

Matrix

• RIME - Ranking Index Methodology for Expenditure (or sometimes)

- 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:

1. WO Classification Ranking.

2. Asset Criticality Ranking.

RIME Rank(Code) = (WO Classification Ranking x Asset Criticality Ranking)


An example of a typical RIME Matrix

Asset

Criticality

Ranking

WO

Classification

Ranking

RIME Rank(Code) = (WO Classification Ranking x Asset Critically Ranking)


The Maximo terminology for RIME Matrix

Maximo Matrix Index

RIME Rank(Code) = (WO Classification Ranking x Asset Critically Ranking)

Asset

Criticality

Ranking

Maximo

Asset or

Location

Priority

Note: Maximo Matrix Index is a free text field.

WO

Classification

Ranking

Maximo

Reason for

Work Code


RIME Method and Maximo

In Maximo we have:

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.

• Start target date

• Finish target date


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 – Typical Descriptions

Asset

\Location

Priority

Priority

Description

1 Non Critical

Function

2 Support

Function

3 Operationally

Critical

4 Environmentally

Critical

5 Safety Critical


Reason for Work – Typical Examples


A Maximo Prioritization Matrix Example

RIME Rank(Code) The additional Matrix Priority determines

the Maximo Target Start and Maximo

Target Finish Dates


Maximo Priority – used to drive Work Order Target Date Adjustment


Maximo Priority – used to drive Work Order Target Date Adjustment

RIME Rank Code


Maximo Prioritization Matrix – A

group of Reasons for Work make up

a prioritization matrix


An individual Reason for Work - lists the Asset or Location Priority

that drives the Matrix Index and the Matrix Priority

RIME Rank Code


1. Create the

Work Order

with a

location.

2. Location

Priority is

automatically

populated


Using the Prioritization Matrix - 1

1. Select a

Reason For

Work Code

from the

Prioritisation

Matrix


Using the Prioritization Matrix - 2

1. Reason For Work Code and

Location Priority determine the

Matrix Index and Priority

2. Matrix Priority automatically

sets the Target Dates

3. Matrix Priority and Target Dates

can be overridden


BACKUP EXAMPLES


