Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Data Setup Overview
Define Person, Labor, User, Person
Groups, Security Groups
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.1 - Resources: Defining Person Record
PERSON:
Introduction
Used to create and manage records for people whose names may appear
anywhere on a Maximo record. For example on a service request the values
in the Reported By and Affected Person fields might be linked to person
records
Person
For every person/people in the organization, you would create record and
details would be stored in ‘person’ table.
Step
1
Action
From the Start Center, click Go To > Administrator > Resources
> People.
2
Result: The People Application Opens
Click on the New Person icon on the toolbar.
3
In the Person field type in xx-DoE (where XX are your initials)
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Tivoli Maximo Asset Management – Functional workshop
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Exercise - 003
Enter the details of
Address 12, Subramanya Arcade 1
City
Bangalore
State
Karnataka
Department –
Mechanical
Hiredate
01-JAN-2011
DoB
11-MAR-1988
Click Save.
Follow the same steps and create 2 more users as below
XX-DOP
XX-DOM
(where XX are your initials)
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.2 - Resources: Defining Person Group Record
Introduction
Use the Person Groups application to create, view, and modify person
groups. A person group consists of people, who might or might not be
workers. Once you have created these groups, you can designate a person
group as any of the following options:
• a work group
• an owner group on a work order
• an owner group on a ticket
A person group can also be the recipient of a document routed by a
Workflow process. If a document is routed to a person group, everyone in
the group receives it unless you configure the process to send it only to the
individual whose calendar indicates that they are available.
Step
1
2
Action
From the Start Center, click Go To > Administrator > Resources
> Person Group.
Result: The Person Application Opens
Click on the New Person icon on the toolbar.
3
In the Person Group field type in XX-D (where XX are your
initials)
4
Click on ‘New Row’ to include ‘Person’ with this group. You can
include the ‘Person’ records created in previous steps
5
Enter the value in ‘sequence field’. This is a mandatory field to
define the sequence of person record in this person group which
can be used while defining ‘workflow’ for the group
6
Click Save.
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.3 - Resources: Defining User Record:
Introduction
Used to create and manage records for all Maximo users. ‘User’ is a people
who will be logging into Maximo to create and manage records.
System administrators use the User application to manage user names,
passwords, and security profiles
Step
1
2
3
Action
From the Start Center, click Go To > Security > Users
Result: The Users Application Opens
Click on the New User icon on the toolbar.
In case the ‘user’ which you want to create, does not exist as a
‘person’ record, system would prompt to create a corresponding
‘person’ record.
In this case, select the ‘user’ name as created previously in ‘person’
application
XX-DOE
(where XX are your initials)
Fill up the other necessary details as below:
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Tivoli Maximo Asset Management – Functional workshop
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Exercise - 003
Once selected the existing ‘person’ record, all the details would
appear in ‘User’ application
Define a default site for the user. E.g. ‘Bedford’
Click Save.
System would check if you have setup the password for the newly
created user or not.
You can setup the option of sending password thru email and
‘expiry’ after first login.
6
7
In this test case, keep both the options ‘unchecked’
Follow the same steps and create 2 more users as below
XX-DOP
XX-DOM
Note the implication of timezone. Consider the scenario :
A customer has got operations around the world and they are on
single instance of Maximo. So it is very likely that a single user
(traveling user) would access the instance from different parts of
the globe. So, how would the Maximo take care of the time zone
requirements in this case?
Explanation The database will follow only one timezone where you have it
setup. Now, for the users who are accessing it across the globe,
Maximo provides the feature of tagging specific timezone with the
user.
e.g.
DB Instance is defined to follow GMT timezone and now a Mr X,
is defined in Maximo as IST timezone user, raises a workorder at
his 16:00 PM local IST time, actually would be saved in database
as 10:30 AM GMT. However, while accessing workorder
application by Mr X, Maximo would display the timing to mr X as
16:00 PM.
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.4 - Resources: Defining Security Group Record:
Introduction
In the system, you set up security privileges by group. You use the Security
Groups application to create groups. Then you specify group privileges and
restrictions for applications and options, as well as other settings.
You grant users security rights by assigning them membership in one or
multiple groups. You can assign users to groups from both the Security
Groups and Users applications:
•
In the Security Groups application, you assign users to groups.
•
In the Users application, you assign groups to users.
The combination of groups to which a user belongs determines an individual
user's security privileges. You can view a user's security privileges
graphically on the Security Profile tab in the Users application.
When you first implement the system, the Security Groups application has
four groups:
1. DEFLTREG - allows a user to change his or her password if it expires.
It contains no other rights. When you insert a new Users record, the
system places the user in this default group, though you can specify a
different group to be the default using the Security Controls dialog
box.
2. MAXADMIN - provides enough access to the system to add users
and groups.
3. MAXREG - a group that allows users to self register. You can use
MAXREG to initiate a workflow process by which the system alerts
an administrator to assign new users to the appropriate security
groups.
4. EVERYONE - used for global settings that apply to all users in the
system.
You must create additional groups, with different sets of rights, to be able to
assign users different sets of privileges.
Step
1
Action
From the Start Center, click Go To > Security > Security Group.
Result: The ‘Security Group’ Application Opens
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
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Click on the New Group icon on the toolbar.
3
In the Security Group field type in XX-SEC(where XX are your
initials)
Select ‘StartCenter’ template as 11 [operation manager]
4
Click on ‘Site’ tab and include one site for this group. E.g.
‘Bedford’
5
Click on ‘Application’ tab and include the applications that you
want to tag with this group.
You can select all application thru ‘Grant Listed Applications All Above’ . This will give access to all applications
Click ‘OK’ on the system message.
6
If you want select one application at a time then highlight the
application and use ‘Grant listed options for this Application’. In
projects, you would be controlling applications access from here.
Click on the ‘Storeroom’ tab. Include the ‘central’ storeroom for
this group
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Tivoli Maximo Asset Management – Functional workshop
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Exercise - 003
Fill the appropriate value in ‘labor’ and ‘GL Component’
application tab
Authorize Group for All Labor? Check it.
Authorize Group to Change All GL Component Types? Check it.
8
Click on ‘Limits and Tolerance’ application tab, fill up the
appropriate limits for PR, PO, Invoice etc.
This is the place where you can assign the amount approval limits
for users.
9
Click on User tab, and add the users that you have created in
previous exercise.
In case you get an error message while adding users, SAVE the
record and then add all 3 users.
9
Click Save.
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Tivoli Maximo Asset Management – Functional workshop
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Exercise - 003
Log out as Wilson and login back to Maximo as any one of the
newly created user.
XX-DOE, XX-DOM, XX-DOP [where XX are your initials].
Once verified, login back as ‘wilson/wilson’. We will use this id to
perform next lab exercise.
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.5 - Resources: Defining Labor Record
Introduction
The Labor application is used to create, modify, view, and delete labor
records. Labor records can be both employees and contractors. Maximo
allows you to record both personal as well as work-related details about a
labor, such as the labor code’s type of work, location of work, procurement
card information, and overtime refused by the labor code.
Labor records may or may not be Maximo users. After creating Labor
records, they must be registered in the Security application and assigned
privileges and restrictions. This is usually managed by the System
Administrator.
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.5 - Resources: Defining Labor Record, Continued
Creating Labor Here you learn how to create a labor record and associate it with the shop
Records
you created earlier.
Step
1
Action
From the Start Center, click Go To > Resources > Labor.
2
Result: The Labor application opens.
Click on the New Labor icon on the toolbar.
3
In the Labor field type in xx-DOE-L (where XX are your initials)
Result: Since we added a Labor record before creating a Person
record, then Maximo automatically wants to create a Person
record with the same name. You should have received a message
similar to the one below.
4
5
Click Yes.
Enter other details for this record
e.g.
personal details,
Calendar/Shift details etc
6
Click Save
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Tivoli Maximo Asset Management – Functional workshop
Exercise - 003
Exercise 3.6 - Resources: Defining Craft Record:
Introduction
A craft represents an occupation or trade, and typically the craft name
Reflects the type of work done by members of the trade. If pay rates differ
based on expertise you can create multiple skill levels and assign different
pay rates to each skill level. For example, to make a distinction between a
junior level mechanic and a senior level mechanic, you do not need to create
two separate craft records. You can create a single craft record of
MECHANIC and create two skill levels (JUNIOR and SENIOR) within the
MECHANIC craft. Each skill level within a craft can have different standard
pay rates.
Person
For every person/people in the organization, you would create record and
details would be stored in ‘person’ table.
Step
1
2
3
Action
From the Start Center, click Go To > Administrator > Resources
> Crafts.
Result: The People Application Opens
Click on the New Craft icon on the toolbar.
In the Craft field type in ‘MECHSPEC’ with description as
Mechanical Specialist Engineer Group
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Tivoli Maximo Asset Management – Functional workshop
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Exercise - 003
Enter Standard Rate = 80.00
Enter the details of Skill levels. Create 2 different skill level
records, e.g. 1 – Junior, 2 – Senior
Include rate, and skill level rank
5
6
Click Save.
Click on ‘Associated Labor’ tab. Include the labor records that you
have just created in previous exercise.
7
Click Save.
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