Example: Approving, assigning, and completing work orders
Maintenance technicians in a large telecommunications company repair equipment at different work locations. The telecommunications company uses mobile devices to contact personnel about critical work orders that require completion.
Background
Marcos, the maintenance supervisor, creates work orders, approves work orders, and assigns personnel to perform the associated tasks. Marcos uses a mobile device to communicate with maintenance technicians about work orders. Zeke, a maintenance technician, does the tasks that are associated with work orders. Paula, the finance director, approves work orders that cost more than $5,000.00 to implement.
Step 1: Assign the work orders
In the Work Order Tracking application in Maximo® Asset Management, Marcos reviews the work for the day and creates work orders. He also approves the work orders that cost less than $5,000 to implement. He leaves the work orders that cost more than $5,000.00 in Waiting for Approval status for Paula to review.
Marcos uses the Assignment Manager application in Maximo Asset Management to add work assignments. He matches each maintenance technician with the skills that are required by a work order.
The maintenance technicians log in to the Maximo Anywhere Work Execution app on their mobile devices to view their assigned work. Whenever Marcos changes a work assignment, he updates the work order.
Mobile workers periodically refresh the data on their devices to ensure that they have the most current information about their assigned work.
Step 2: Approve the work orders
When Paula is out of the office, she turns on her mobile device and logs in to the Maximo Anywhere Work Approval app. Some work orders have a Waiting for Approval status. When Paula reviews a work order, she wants to see the total costs, which are broken out by labor, material, tools, and services. She also wants to see the date when the work is scheduled so that she knows when the costs are to be incurred.
Paula either approves or cancels a work order. If the work order needs more details before it is approved, she requests the details, and the work order remains on the work list. If her mobile device is connected to the mobile network, the work list is refreshed.
Step 3: Review the assigned work orders
Each day, Zeke reviews all of the work orders in his work list by using the Work Execution app.
To ensure that he has the data that he needs, Zeke downloads the data to his device while he is online. The data for his assigned work list is saved on his device so that he can access his work list if he goes offline.
Zeke collects all of the materials and tools that he must use to complete each work order. He uses the map view to get directions to the work location for the first work order on his assigned list. The map view lists the locations that are associated with assigned work orders, in the order in which they appear on the assigned work list.
Step 4: Start work on the first work order
When Zeke arrives at the work location, he locates the pump that needs repair. He uses his mobile device to scan the bar code on the pump to review the work order details for that asset. Zeke also identifies the problem with the pump and creates a failure report that details the cause and the remedy for the problem.
In the Work Execution app, he starts the timer for the work order and begins to work on the pump repair. The system administrator has enabled the work management settings so the status of the work order changes from Approved to In Progress.
Step 5: Track time for the work order
The pump repair will take more time to fix than Zeke initially estimated, so he decides to stop for lunch. He stops the timer on the work order, which completes the first labor transaction. Zeke then pauses work on the device to keep the status of the work order as In Progress.
When he returns from lunch, he starts the timer again, which creates a second labor transaction.
Step 6: Complete the work order
When work on the pump is complete, Zeke stops the timer, which changes the status of the work order to Complete.
When Zeke updates work orders on his mobile device, the corresponding work orders get updated in the Work Order Tracking application in Maximo Asset Management.
Step 7: Record the actual labor hours
Zeke moves to the second work order on his assigned list. At the second work location, he loses connectivity. He finishes the work for the second work order. He must wait until he is online before he can send the information to the enterprise system.
While Zeke is at the second work location, he receives a call from Marcos. Marcos tells Zeke that he must return to the pump repair work location to complete a few steps that he missed during the repair procedure.
Zeke returns to the pump repair work location for the first work order. Because he has access to the enterprise system, he locates the work order in the Work Execution app. He starts the timer to create a new labor transaction. When he finishes the work, he stops the timer to complete the transaction. Using the stop timer automatically records the actual time to complete the tasks. The work order still has a status of Complete.
Step 8: Update the work log
When Zeke is done with the pump repair, he adds entries to the work log to record his comments about the repair. He replaced the input seal on the pump, so he adds an entry in the work log about the additional material. He added grease to the seal on the pump because the seal did not fit perfectly. He adds an entry in the work log about the seal on the pump.
Zeke synchronizes the data on his mobile device to send the information to the enterprise system. With the synchronize action, he also receives an updated list of work assignments.