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Maximo Oil and Gas 7.6.1Maximo HSE Manager 7.6.1OverviewIncident ManagementNote: Screenshots taken from Maximo Oil and Gas, HSE Manager screenshots are identical
Applications coveredThis overview covers the following
applications:
•Incidents
•View Incidents
•Create Incident
•Incident Reporter
•Ticket Template
Each application is described in more detail in
the following slides. Process flow charts
used in this presentation are extracted from
Blueworks Live.
The Incidents application has a full service
capability for use by supervisory personnel
and HSE professionals. Create Incident and
View Incident can be used by less frequent
users who want to simply enter an incident.
The Incident Reporter supports a
disconnected mobile environment with a simple
user interface to report any type of incident
using a mobile device. Ticket Template
supports the creation of Incident templates.
Incident Investigation is covered in a
separate presentation.
2
Incidents
Example use cases:
1.Injury and Illness reporting
2.Process safety incident reporting
3.Hazard and near miss reporting
4.Safety observation reporting
5.Environmental incident reporting
6.Security incident reporting
3
Incident Management Process
4
Zoom to view in detail
List View
5
Incident tab – Address Information and User Information
6
This section can be minimised or
hidden if service address is not
used
This section can be minimised or
hidden if service address is not
used
Incidents tab – Incident Details
7
Incidents tab – Action Taken, Persons Impacted by Incident, Attachments
8
Can add multiple persons impacted including external
persons not in Maximo
Can add multiple persons impacted including external
persons not in Maximo
Person impacted by Incident Details
9
Incidents tab – Injury and Illness details
10
This section is dynamically configured to only show when the Incident Type is Injury or Illness and the Person’s role is Injured/Illness. A user must have specific security access to view this section.
This is the section that is dynamically configured based on Role and Type
This is the section that is dynamically configured based on Role and Type
Incidents tab – Injury and Illness Details
11
Injury and Illness fields are used to
enter the information
required by safety authorities when
reporting incidents
Injury and Illness fields are used to
enter the information
required by safety authorities when
reporting incidents
Incidents tab – Injury and Illness Details, Incident Follow-up
12
Can define follow-up actions for each person impacted by the incident.
Can define follow-up actions for each person impacted by the incident.
Incidents tab, Risk and Consequence, Multiple Assets, Locations and CIs, Dates
13
Global Issue is used to create a Master
Incident for a group of incident reports that are related to one another. These incidents can then
be managed together through
the master incident if required
Global Issue is used to create a Master
Incident for a group of incident reports that are related to one another. These incidents can then
be managed together through
the master incident if required
Sequence of Events
14
Sequence of events associated with incident can be recorded by date and time. With witnesses and fields for
notes if required in the Detail section
Sequence of events associated with incident can be recorded by date and time. With witnesses and fields for
notes if required in the Detail section
Activities
15
Can track time on Activities associated with the Incident if
required
Can track time on Activities associated with the Incident if
required
Activities created to manage work associated with
the Incident
Activities created to manage work associated with
the Incident
Related Records
16
Link to follow-up Investigation
record
Link to follow-up Investigation
record
Link to Operator Log record if the record is created by an Operator
Link to Operator Log record if the record is created by an Operator
Link to Work Order if Incident is associated with
maintenance work or follow up work is associated with
the Incident
Link to Work Order if Incident is associated with
maintenance work or follow up work is associated with
the Incident
Solution Details
17
You can call up a known solution or add solution details directly on
the incident in the fields below
You can call up a known solution or add solution details directly on
the incident in the fields below
Log
18
Manually created Incident
log entries
Manually created Incident
log entries
Automatic log entries from Create
Communication action or Workflow
Automatic log entries from Create
Communication action or Workflow
Failure Reporting
19
Initial details of a failure associated with an incident can be recorded here and will be
copied over to any Investigation
record associated with the Incident
where more detail can be entered
Initial details of a failure associated with an incident can be recorded here and will be
copied over to any Investigation
record associated with the Incident
where more detail can be entered
Specifications
20
The specification capability can be
used to add additional
parameters associated with a
specific classification of incident. These are editable on
the Incident
The specification capability can be
used to add additional
parameters associated with a
specific classification of incident. These are editable on
the Incident
Service Address
21
Service address can be used to
identify the position of an
incident on the map tab when
using that capability
Service address can be used to
identify the position of an
incident on the map tab when
using that capability
High Context
22
The High Context tab can be used to
enter additional behavioural information
associated with an incident. This can then be used to
support an analysis method such as Critical Incident
Technique
The High Context tab can be used to
enter additional behavioural information
associated with an incident. This can then be used to
support an analysis method such as Critical Incident
Technique
Map
23
When the map functionality is
enabled this tab can be used to display a map of the location
of the incident
When the map functionality is
enabled this tab can be used to display a map of the location
of the incident
Incidents Actions
24
Search Solutions
Search for existing Solutions by
Classification or description
Search for existing Solutions by
Classification or description
Incidents Actions
25
View History
View Costs
Incidents Actions
26
Create Actions
Apply Incident Template
Incidents Actions
27
Show Similar Tickets
Use this action to quickly find
Incidents with the same Classification
Use this action to quickly find
Incidents with the same Classification
Global Incidents Actions
28
Show Similar Tickets – For a master incident
This provides a quick way of finding incidents related to a master incident (Global Issue). They can then be related if
required. If the status of the master incident is changed the child incident status will also change
This provides a quick way of finding incidents related to a master incident (Global Issue). They can then be related if
required. If the status of the master incident is changed the child incident status will also change
Incidents Actions
29
SLAs
Workflow
SLAs, used in conjunction with
Escalations provide a powerful way of
defining response times and escalation path for
an incident. Notifications can be
automatically sent and actions created if a
response time is approaching or is
missed
SLAs, used in conjunction with
Escalations provide a powerful way of
defining response times and escalation path for
an incident. Notifications can be
automatically sent and actions created if a
response time is approaching or is
missed
Workflow can be configured to
automate progress of an incident
Workflow can be configured to
automate progress of an incident
Incident Reports
The following BIRT reports are provided
with the Incidents application:
1.Incident Details
2.Incident List
3.Log of Work Related Injuries and
Illnesses
4.Summary of Work Related Injuries and
Illnesses
5.Injury and Illness Incident Report
30
Incidents Details report
31
Incident List report
32
Log of Work Related Injuries and Illnesses report
33
OSHA300 style
Summary of Work-related Injuries and Illnesses report
34
OSHA300A style
Injury and Illness Incident Report
35
OSHA301 style
Create Incident Self-Service applicationCreate Incident use cases
1.Hazards reporting
2.Safety observation reporting
3.General incident reporting
This self-service application is designed to
be used by users who are not regularly
using Maximo and need to be able to
report an incident without having to use
the main Incidents application.
36
37
Create Incident Self-Service application
The self-service Create Incident application is provided to allow
a user not regularly using Maximo to quickly create an
Incident
The self-service Create Incident application is provided to allow
a user not regularly using Maximo to quickly create an
Incident
38
View Incident Self-Service application
The View Incidents app provides a self-service style
user interface to allow a user to quickly review incidents that
they have created
The View Incidents app provides a self-service style
user interface to allow a user to quickly review incidents that
they have created
Example Self-Service User Start Center
39
Created using Ticket Templates and Quick Insert capability with Start Center Portlets
The Self-Service Create and View Incident apps are allow the customer the ability to create a self-service HSE
Start Center. It could include any metrics that are important to the
company as well as quick inserts for reporting safety observations, hazards,
accidents, injuries or illnesses
The Self-Service Create and View Incident apps are allow the customer the ability to create a self-service HSE
Start Center. It could include any metrics that are important to the
company as well as quick inserts for reporting safety observations, hazards,
accidents, injuries or illnesses
Ticket Templates
Example use cases:
1.Incident Template
2.Service Request Template
3.Investigation Template
40
Templates tab
41
Template tab
42
Specifications
43
Incident Reporter
Example use cases:
1.Hazard reporting
2.Safety observation reporting
3.General incident reporting
This Maximo Anywhere app supports both
connected and disconnected operation. It
is supported on IoS, Android and Windows
operating systems. All data maps to the
Incidents application and is automatically
populated when an Incident is created
44
Log in screen
45
Incident Category domain
Safety Observation Type domainIncident Type
domain
Create New Incident, What Happened? screen
Domains are configurable
and automatically loaded from
Maximo
Domains are configurable
and automatically loaded from
Maximo
Attachment Details screen
State domain
Where did it happen? screen
Person Role domain
Who was involved? screen
Action Taken
Action taken screen
51
Action to allow a user to add photo from gallery
Pick from Gallery Action
52
My Incidents screen
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