2 5-01-90 02 Mms Functional Specification r01

Owner

P. T. CENTRAL JAVA POWER

Employer

Project

TANJUNG JATI ‘B’ COAL-FIRED POWER STATION UNIT 3 & 4 2 x 660MW(NET)

Document Title :

MMS FUNCTIONAL SPECIFICATION

Document No. : Owner's Document No. : B-MMS-I-TS-7657 REV 1 TOSHIBA’s Document No. : A7523-E24-SP-002 REV 1

Date Revision Prepared by Reviewed by Issued by TO Purpose Status

SC For Information INF 2010/06/30 0 M.Koishi Y.Fushimi T.Sato

- - -

SC For Information ABT 2011/09/20 1 WC Tan Y.Fushimi M.Takashima

- - -

Submitted By :

LOT 2

AS BUILT

File:

Copyright © 2010 Chiyoda Advanced Solutions Corporation. All Rights Reserved.

The copyrighted works contained in this document should not be copied, reproduced, varied, modified,

distributed, performed and displayed in any form without the written permission of the copyright owner.

1 Issue for AS BUILT K.Y. Y.Y. K.S. Sep.15,‟11

Rev. Revision reason for issue description Revised Checked Approved Date

Revisions

Client ：TOSHIBA CORPORATION Approved K.S.

Project ：Tanjung Jati „B‟ Coal-Fired Power Station Units 3 & 4 Checked Y.Y.

Job No. ：A7523 Prepared K.Y.

Project Doc. No. ：A7523-E24-SP-002 Date June 30, 2010

P. T. CENTRAL JAVA POWER

TANJUNG JATI ‘B’ COAL-FIRED POWER STATION

UNITS 3 & 4 2 x 660MW(NET)

Rev 1

B - M M S - I - T S - 7 6 5 7

MMS Functional Specification

AS BUILT

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TABLE OF CONTENTS 1 INTRODUCTION ............................................................................................................................... 2 2 FUNCTIONAL DESCRIPTION ............................................................................................................ 2

2.1 Maximo Modules .......................................................................................................................................... 2 2.2 Assets Module .............................................................................................................................................. 2

2.2.1 Assets Application .................................................................................................................................................. 3

2.2.2 Locations Application ............................................................................................................................................. 4

2.2.3 Meters Application ................................................................................................................................................. 5

2.2.4 Meter Groups Application ....................................................................................................................................... 5

2.2.5 Condition Monitoring Application ........................................................................................................................... 6

2.2.6 Failure Codes Application ....................................................................................................................................... 7 2.3 Planning Module ........................................................................................................................................... 8

2.3.1 Job Plans Application ............................................................................................................................................. 8

2.3.2 Routes Application ................................................................................................................................................. 9 2.4 Safety Sub Module ..................................................................................................................................... 10

2.4.1 Hazards Application ............................................................................................................................................. 10

2.4.2 Precautions Application ........................................................................................................................................ 10

2.4.3 Lock Out / Tag Out Application ............................................................................................................................ 10

2.4.4 Safety Plans Application ....................................................................................................................................... 10 2.5 Preventive Maintenance Module ................................................................................................................. 11

2.5.1 Preventive Maintenance Application ..................................................................................................................... 11

2.5.2 Master PM Application ......................................................................................................................................... 11 2.6 Work Orders Module .................................................................................................................................. 12

2.6.1 Work Oder Tracking Application .......................................................................................................................... 12

2.6.2 Labor Reporting Application ................................................................................................................................. 13

2.6.3 Quick Reporting Application ................................................................................................................................. 13

2.6.4 Activities And Tasks Application ........................................................................................................................... 13

2.6.5 Assignment Manager Application ......................................................................................................................... 14

2.6.6 Service Requests Application ............................................................................................................................... 14 2.7 Self Service Module .................................................................................................................................... 15 2.8 Service Requests Sub Module .................................................................................................................... 15

2.8.1 Create Service Request Application ...................................................................................................................... 15

2.8.2 View Service Request Application ........................................................................................................................ 16 2.9 Desktop Requisition Sub Module ................................................................................................................ 17

2.9.1 Create Requisition Application ............................................................................................................................. 17

2.9.2 View Requisition Application ................................................................................................................................ 17

2.9.3 View Templates Application ................................................................................................................................. 18

2.9.4 View Drafts Application ........................................................................................................................................ 18 2.10 Inventory Module ....................................................................................................................................... 19

2.10.1 Item Master Application ....................................................................................................................................... 19

2.10.2 Service Items Application .................................................................................................................................... 20

2.10.3 Tools Application ................................................................................................................................................. 20

2.10.4 Stocked Tools Application .................................................................................................................................... 20

2.10.5 Inventory Application ........................................................................................................................................... 20

2.10.6 Issue and Transfer Application ............................................................................................................................ 21

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2.10.7 Condition Codes Application ................................................................................................................................ 21

2.10.8 Storerooms Application ........................................................................................................................................ 21 2.11 Purchasing Module ..................................................................................................................................... 22

2.11.1 Purchase Requisitions Application ........................................................................................................................ 22

2.11.2 Purchase Orders Application ................................................................................................................................ 23

2.11.3 Receiving Application ........................................................................................................................................... 24

2.11.4 Invoices Application ............................................................................................................................................. 24

2.11.5 Request for Quotations Application ...................................................................................................................... 25

2.11.6 Companies Application ......................................................................................................................................... 26

2.11.7 Company Master Application................................................................................................................................ 26

2.11.8 Terms and Conditions Application ........................................................................................................................ 26 2.12 Change Module .......................................................................................................................................... 27 2.13 Financial Module ........................................................................................................................................ 27

2.13.1 Currency Codes Application ................................................................................................................................. 27

2.13.2 Exchange Rates Application ................................................................................................................................. 28

2.13.3 Chart of Accounts Application .............................................................................................................................. 28

2.13.4 Cost Management Application .............................................................................................................................. 28 2.14 Resources Sub Module ............................................................................................................................... 29

2.14.1 People Application ............................................................................................................................................... 29

2.14.2 Person Group Application..................................................................................................................................... 30

2.14.3 Crafts Application ................................................................................................................................................ 30

2.14.4 Labor Application ................................................................................................................................................. 31

2.14.5 Qualifications Application ..................................................................................................................................... 31 2.15 Platform Configuration Sub Module ........................................................................................................... 32

2.15.1 Actions Application .............................................................................................................................................. 33

2.15.2 Roles Application ................................................................................................................................................. 33

2.15.3 Communication Templates Application ................................................................................................................ 33

2.15.4 Application Designer Application .......................................................................................................................... 33

2.15.5 Database Configuration Application ..................................................................................................................... 33

2.15.6 Escalations Application ........................................................................................................................................ 33

2.15.7 Cron Task Setup Application ................................................................................................................................ 33

2.15.8 Domains Application ............................................................................................................................................ 33

2.15.9 Logging Application ............................................................................................................................................. 34

2.15.10 System Properties Application .............................................................................................................................. 34

2.15.11 Web Services Application ..................................................................................................................................... 34

2.15.12 Workflow Administrator Application ..................................................................................................................... 34

2.15.13 Workflow Designer Application ............................................................................................................................ 34

2.15.14 E-mail Listener Application ................................................................................................................................... 34

2.15.15 Launch in Context Application .............................................................................................................................. 34

2.15.16 Object Structures Application ............................................................................................................................... 34 2.16 Administration Module ............................................................................................................................... 35

2.16.1 Organizations Application .................................................................................................................................... 35

2.16.2 Classifications Application .................................................................................................................................... 36

2.16.3 Bulletin Board Application .................................................................................................................................... 36

2.16.4 Communication Templates Application ................................................................................................................ 37

2.16.5 Calendars Application .......................................................................................................................................... 37

2.16.6 Sets Application ................................................................................................................................................... 37

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2.16.7 Work View Application ......................................................................................................................................... 38

2.16.8 Conditional Expression Manager Application ........................................................................................................ 38 2.17 Security Module ......................................................................................................................................... 39

2.17.1 Security Groups Application ................................................................................................................................. 39

2.17.2 Users Application ................................................................................................................................................. 39 2.18 Reporting Module ....................................................................................................................................... 40

2.18.1 KPI Manager Application ...................................................................................................................................... 40

2.18.2 Report Administration Application ........................................................................................................................ 40 2.19 External Interface - RFID ........................................................................................................................... 41

2.19.1 Automatic Processing .......................................................................................................................................... 41

2.19.2 Manual Processing ............................................................................................................................................... 41 2.20 External Interface - DCS ............................................................................................................................ 43

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1 INTRODUCTION Purpose of this document is to provide functional details of the Computerized Maintenance

Management System (CMMS) for Tanjung Jati „B‟ Coal-Fired Power Station Units 3&4.

2 FUNCTIONAL DESCRIPTION IBM Maximo Asset Management (hereafter Maximo) is an integrated productivity tool and database

to achieve maximum efficiency in asset management by managing all of asset types on a single software platform.

2.1 MAXIMO MODULES

Maximo is composed of modules that in turn contain applications or sub-applications. The key management modules are:

Asset Management Work Management

Service Management Materials Management

Procurement Management

2.2 ASSETS MODULE The Assets module is used to manage all the assets that have been purchased, and control them

through their entire asset life cycle.

To support maintenance of assets, the Assets module has the following applications:

ASSETS

APPLICATION DESCRIPTION

Assets

Store asset numbers and corresponding information such as parent, location, vendor, up and down status, and maintenance costs for each

asset.

Locations Enter and track locations for assets, and organize these locations into logical

hierarchical systems.

Meters Add or modify meter definitions. Meter definitions include names for the meters as well as sets of attributes that describe the meters.

Meter Groups Define a logical grouping of meters to exist in a meter group. Meter groups

represent a collection of meters that are used together multiple times.

Condition

Monitoring

Define unlimited measurement points for assets, and specify alarm limits and associated work to be performed after reaching those limits. Create and

view measurement-point records to define acceptable meter readings for a characteristic or gauge type of meter on an asset or location.

Failure Codes Build and display failure hierarchies, which help you construct accurate histories of the failures that affect your assets and operating locations.

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2.2.1 ASSETS APPLICATION

Screen of Assets Application

The Assets application is responsible for the creation and maintenance of assets and an asset‟s

related information such as costs, parent, statuses, location, vendor, maintenance, and meters. The Assets application enables the user to be able to create the asset hierarchy and the list of

locations, such as sites, buildings and subassemblies.

Assets application has following tabs:

List, which is where you can search for Assets.

Asset, which is for assets maintenance such as create, update, and delete. Spare Parts, which is to create asset hierarchy and all subparts of it.

Safety, which is for maintenance of safety records of an asset.

Meters, which is to track, insert, consult data related to meter life-to-date of an asset. Specifications, which is to maintenance of specification of an asset related to Classifications

application.

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2.2.2 LOCATIONS APPLICATION

Screen of Locations application

The Locations application generally defines as a place where assets are operated, stored, or repaired. Typically, locations are defined as a means of tracking assets, but may define a location as

any facility (or portion of a facility) for which you want to create a maintenance record.

The Locations application is to add, view, modify, and delete location records for assets, and

organize these locations into logical hierarchical or network systems. Use systems of locations for specifying the location for assets.

Asset records provide the groundwork for gathering and tracking valuable information about the

history of assets, including asset performance at specific sites, and as an asset is moved from

location to location. When you organize your locations into systems, you can quickly find a location and then identify the assets at a specific location.

The followings are common terms of location hierarchies:

Hierarchy is any system of places ranked one above another. Each parent location can have many child locations, but each child location can have only one parent location.

Location is typically a place where assets operate, but includes any building, place, or position that contains assets, or where maintenance work might have to be performed.

Network is any system of interconnected locations. Unlike hierarchies, in a network each

location can have multiple parents and children. Operating location is the place where equipment operates.

Primary system is the default hierarchy of locations. Each site is allowed to have only one primary system. Your primary system must be hierarchical; that is, there must be a single

top-level location that is the parent of all other locations in the system. If assets in different locations are part of an asset hierarchy, their locations must exist in the primary system.

Site is a work location, such as a plant or facility. A site belongs to a single organization.

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System is a grouping of locations, organized into either hierarchical or network relationships. A

hierarchical system could define location relationships of a plant, having a plant site as a parent to plant buildings, which are parents of sub-locations within the building areas.

A network system could define the location relationships of a system of pipes or ducts, where certain locations feed back to others.

2.2.3 METERS APPLICATION

The Meters application is to add or modify meter definitions including the names for the meters and the sets of attributes that describe the meters. You define the meters whose readings you can use

to track the performance of an asset or a location. An asset or location can have multiple meters associated with it.

The following types of meters can be defined: Continuous meters are cumulative and tend to measure consumption or accumulation. They

include meters that track such things as miles, hours, engine starts, pieces produced, or fuel consumed.

Gauge meters show a range of values such as fuel levels, temperature, pressure, noise level or, oil level. Gauge meters can be used to perform condition monitoring on Assets or Locations.

Characteristic meters are observational in nature and have a list of possible values. They are

used to track things such as noise level, vibration level, clarity, or color. Characteristic meters can be used to perform condition monitoring on Assets or Locations.

2.2.4 METER GROUPS APPLICATION The Meter Group application is to define a logical grouping of meters. Meter groups represent a

collection of meters that are used together multiple times.

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2.2.5 CONDITION MONITORING APPLICATION

Screen of Condition Monitoring application

The Condition Monitoring application is to define unlimited measurement points for assets, and to

specify alarm limits and associated work to be performed after reaching those limits. You can also create and view measurement-point records to define acceptable meter readings for a

“characteristic” or “gauge” type of meter on an asset or location. When the meter reading of an asset or location is outside acceptable limits, you can generate

preventive maintenance work orders or a work order with a specific job plan to address the

problem. Each measurement point is unique. You can compare similar measurement points on different

assets or locations using meter readings.

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2.2.6 FAILURE CODES APPLICATION

Screen of Failure Codes application

The Failure Codes application is to build and display failure hierarchies, which help you construct accurate histories of the failures that affect the assets and operating locations.

A failure code is an element of a failure hierarchy. A failure hierarchy consists of Problems, Causes, and Remedies. This hierarchy helps you construct accurate histories of the failures that affect your

assets and operating locations. You can also use failure hierarchies to record the different solutions

to failures. An individual failure code can be used at more than one level of a failure hierarchy.

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2.3 PLANNING MODULE The Planning module is to plan how work should be performed. The Planning module comprises the

following applications and sub-module:

PLANNING


Job Plans Create a detailed description of how a job is to be performed.

Routes List related work assets that are considered “stops” along an inspection or maintenance route.

2.3.1 JOB PLANS APPLICATION

Screen of Job Plans application

The Job Plans application is to create a detailed description of how a job is to be performed.

The job plans can be created using a different template for each type of job, including preventive maintenance, repairs, inspections, and other tasks.

The job plan description can include:

the steps that must be performed to complete the work the number of workers needed to complete the work and the job skills they must have

the supplies and parts that will be needed the services required to complete the work

the tools that must be available to complete the work

After a job plan is created, it can be used to plan worker schedules, inventory stocks, and budgets.

A job plan can be applied to an unlimited number of work records. After you apply a job plan to a work record, its resource estimates and tasks are copied to the work record.

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2.3.2 ROUTES APPLICATION

Screen of Routes application

The Route application is to list related work assets that are considered “stops” along an inspection or maintenance route.

You can apply a route to a work order to create child work orders for each location or asset identifier listed on the route. You can also associate a route with a PM record. When you generate a work

order for the PM, you also generate child work orders for each location or asset identifier listed on

the route.

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2.4 SAFETY SUB MODULE The applications in the Safety sub module (within the Planning module) are to inform workers of

potential dangers in their work environment and to provide information to protect workers from those dangers. The hazards, precautions, and procedures that you define in these applications can

apply to assets, work locations, or both. You associate the records that you create in these

applications with Asset, Location, PM (Preventive Maintenance), and Work Order records.

The Safety sub-module comprises following applications:

Safety


Hazards Define hazards that exist in the workplace and related safety precautions.

Precautions Define safety precautions to prevent hazards in the workplace.

Lock Out/Tag Out Create a detailed description of how to take work assets out of service or how to place them back in service, to ensure a safe work environment.

Safety Plans Create a detailed plan of how to safely service assets or locations.

2.4.1 HAZARDS APPLICATION

The Hazards application is to define hazards that exist in the workplace and related safety

precautions.

2.4.2 PRECAUTIONS APPLICATION

The Precautions application is to define safety precautions to prevent hazards in the workplace. You can associate these safety precautions with workplace hazards in the Hazards application.

2.4.3 LOCK OUT / TAG OUT APPLICATION The Lock out / Tag out application is to create a detailed description of how to take work assets out

of service or how to place them back in service, to ensure a safe work environment.

You create a tag out procedure to eliminate a defined hazard on a specific asset or at a specific location. To create a tag out procedure, you describe the lock out tasks needed to accomplish the

tag out.

2.4.4 SAFETY PLANS APPLICATION

The Safety Plans application is to create a detailed plan of how to safely service assets or locations.

Safety procedures can be either generic safety plans for use on all work assets or locations, or specific to a particular work asset or location.

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2.5 PREVENTIVE MAINTENANCE MODULE The Preventive Maintenance module is to manage the work performed on a regular schedule in

order to keep assets running efficiently. The applications in the Preventive Maintenance module can help you to plan and budget for regular maintenance work by planning the labor, material, service,

and tool needs of your regularly scheduled maintenance and inspection work orders.

The Preventive Maintenance module comprises the following applications:

PREVENTIVE MAINTENANCE


Preventive Maintenance

Create, modify, and view preventive maintenance plans for work assets. PM records are templates for work orders or for other PMs.

Master PM Create and modify master PMs, which are templates for other PM records.

2.5.1 PREVENTIVE MAINTENANCE APPLICATION

Screen of Preventive Maintenance application

The Preventive Maintenance application is to create and modify master PMs, which are templates for other PM records.

On a PM record, you schedule job plans to be performed for preventive maintenance work, and then

the system generates work orders from the PM. You can also group PMs into hierarchies that model your asset hierarchies and generate sequenced

work order hierarchies.

2.5.2 MASTER PM APPLICATION

The Master PM application is to create and modify master PMs, which are templates for other PM (Preventive Maintenance) records.

A master PM does not generate work orders like other PMs. Instead, it is used as a template from

which to generate other PMs, called associated PMs. Associated PMs are managed in the Preventive Maintenance application.

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2.6 WORK ORDERS MODULE A work order is a request for work to be performed. The work orders module is to track the work

that has been performed in the past, and future work that is being planned. The information that is contained on a work order includes the tasks that were performed; the labor hours, services,

materials, and tools required to do the work, the assets worked on, and the locations where the

work was performed.

The Work Orders module comprises the following applications:

WORK ORDERS


Work Order Tracking

Plan, review, and approve work orders for assets and locations.

Labor Reporting Report the type and total number of hours of work that was performed by external contractors or internal employees.

Quick Reporting Report work on open work orders or small jobs.

Activities and

Tasks

Plan, review, and manage activities that can initiate the maintenance process and create a historical record of work being performed.

Assignment

Manager

Dispatch urgent work and schedule labor to planned work requirements.

Service Requests Create, view, and resolve service requests from clients.

2.6.1 WORK ODER TRACKING APPLICATION

Screen of Work Order Tracking application

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The Work Order Tracking application is to create, review, approve, and manage work orders for

work on assets and locations. A work order is a request for work to be performed. Using this application, you can specify the tasks that need to be accomplished, and the labor,

materials, services, and tools needed to complete the work.

2.6.2 LABOR REPORTING APPLICATION

Use to report the type and total number of hours of work that were performed by external contractors or internal employees. You can enter labor information by work order, labor ("timecard"

reporting), ticket, or contract/vendor.

2.6.3 QUICK REPORTING APPLICATION

Screen of Quick Reporting application

Report work on open work orders or small jobs. You can plan, review, and approve work orders (created in other applications) for assets and locations.

When you create a work order, you initiate the maintenance process and create a historical record of the work that is being performed. You can capture this work using Quick Reporting.

2.6.4 ACTIVITIES AND TASKS APPLICATION The Activities and Tasks application is accessible from several different modules.

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2.6.5 ASSIGNMENT MANAGER APPLICATION The Assignment Manager application is to dispatch urgent work and schedule labor to planned work

requirements. You can view work order assignments and their craft, skill level, vendor, contract, and organization

requirements; dispatch labor according to work priority, or view labor and schedule work according

to labor availability.

2.6.6 SERVICE REQUESTS APPLICATION

Screen of Service Requests application

The Service Requests application is to create, view, and resolve service requests from customers.

The purpose of a service request can be to resolve an issue, obtain new service, obtain information, or change a current service.

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2.7 SELF SERVICE MODULE (NOT IN USE IN THIS PROJECT) Self-Service users (with proper permissions) can register themselves in the system and use the

applications in the Self-Service sub-modules (Desktop Requisitions and Service Requests) to create records without the assistance of an administrator or a service desk agent. See each sub-module for

a description of its applications.

2.8 SERVICE REQUESTS SUB MODULE

As a self-service user, you use the applications in the Service Requests sub-module (within the Self Service module) to create and view a service request for equipment repair or configuration, and to

request, and search for information. You can choose a template to best suit your specific request type, and you can view existing

requests and drafts. The resulting requests (tickets) can be viewed and processed by a service desk agent using the Service Request application in the Service Desk module.

The Service Requests sub-module comprises these applications:

SELF SERVICE - Service Request (Sub Module)


Create Service Request

Self-service users use this application to create new service requests.

View Service

Request

Self-service users can view existing service requests.

2.8.1 CREATE SERVICE REQUEST APPLICATION

Screen of Create Service Request application

The Service Request application is to create new service requests for a repair or a change to an

asset. You can request the service for yourself or on behalf of another party. You can attach

documents or Web pages to the request.

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2.8.2 VIEW SERVICE REQUEST APPLICATION The View Service Request application is to view existing service requests.

You can view and print details for a service request and add or view attachments, such as documents or Web pages.

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2.9 DESKTOP REQUISITION SUB MODULE (NOT IN USE IN THIS PROJECT) As a self-service user, you use the applications in the Desktop Requisitions sub-module (within the

Self Service module) to create and view purchase requisitions. You also can use the applications to create template requisitions for repeat orders, create a list of favorite items that you order

frequently; view open, draft, and template requisitions, and check the status of your order.

The Desktop Requisitions sub-module comprises the following applications:

SELF SERVICE – Desktop Requisition (Sub Module)


Create Requisition Self-service users create new purchase requests.

View Requisition Self-service users view purchase requests.

View Templates Administrative users design purchase requests from existing templates.

View Drafts Self-service users can view draft purchase requests.

2.9.1 CREATE REQUISITION APPLICATION

Screen of Create Requisition application

The Create Requisition application is to create and submit a desktop requisition to purchase the items from either an internal source, such as a company storeroom, or from an external vendor.

The desktop requisition will complete using a three-step process.

2.9.2 VIEW REQUISITION APPLICATION

The View Requisition application is to search for, view, and change the status of your existing purchase requisitions.

You can view requisition details, history, and workflow information using the subtabs available in

the application. You can also create a template of the requisition that you can use to simplify the process of creating multiple new requisitions.

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2.9.3 VIEW TEMPLATES APPLICATION The View Templates application is to view a requisition that was saved as a template. A template

requisition is a requisition that you save to use repeatedly in the future, and it typically contains standard shipping and charge information plus line item information. You can edit the requisition

template and use it to create new requisitions.

2.9.4 VIEW DRAFTS APPLICATION

The View Drafts application is to view a requisition that was previously saved as a draft during the

create requisition process.

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2.10 INVENTORY MODULE The applications in the Inventory module are to manage spare parts inventory.

The Inventory module comprises the following applications:

INVENTORY


Item Master Define items that stocked in your Storerooms. You group these items in an item set, which can then be shared by the organizations using that item set.

Service Items Define and manage purchased services.

Tools Manage information about the tools used to perform work. Tools are

typically non-consumable items for which you charge an hourly rate.

Stocked Tools Manage existing tools in Storerooms.

Inventory Enter, display, and update information about each inventory item.

Issues and

Transfers

Issue or transfer items from Storerooms, or return items to Storerooms.

Condition Codes Create and maintain a master list of condition codes for a particular item

set.

Storerooms Add and maintain information about Storeroom locations, as well as view

the items stocked within a Storeroom.

2.10.1 ITEM MASTER APPLICATION

Screen of Item Master application

The Item Master application is to define items that will be stocked in storerooms. You group these

items in an item set, which can then be shared by the organizations using that item set.

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2.10.2 SERVICE ITEMS APPLICATION The Service Items application is to define and manage purchased services by creating service item

records and maintaining a list of vendors that supply the service item.

2.10.3 TOOLS APPLICATION

The Tools application is to manage information about the tools used to perform work. Tools are typically non-consumable items for which you charge an hourly rate for their use. Some examples of

tools include air compressors, nail guns, calibration equipment, and heavy equipment such as

cranes and excavators.

2.10.4 STOCKED TOOLS APPLICATION

The Stocked Tools application is to manage existing tools in storerooms. (To create new tool records, you must use the Tools application.)

2.10.5 INVENTORY APPLICATION

Screen of Inventory application

The Inventory application is to create and manage information about items in inventory (stocked,

non-stocked, and special order) and to know when your stock falls below a specified level so that

you can reorder. You can track item balances, and vendors who supply an item, down to the bin and lot level for each storeroom.

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2.10.6 ISSUE AND TRANSFER APPLICATION

Screen of Issue and Transfer application

The Issue and Transfer application is to issue or transfer items from storerooms, or to return items

to storerooms.

2.10.7 CONDITION CODES APPLICATION

The Condition Codes application is to create and maintain a master list of condition codes for a particular item set.

2.10.8 STOREROOMS APPLICATION The Storerooms application is to add and maintain information about storeroom locations, view

items that are stocked in a storeroom, and define the GL account codes to be associated with a

storeroom.

A storeroom is a location that contains inventory items. Storerooms have general ledger account codes associated with them to help track inventory costs.

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2.11 PURCHASING MODULE The applications in the Purchasing module are to manage the purchasing process, including

obtaining requests for quotations (RFQs), purchasing the materials and services, and then receiving and invoicing them. The applications also help you to maintain information about the companies

from which you purchase, and to integrate legal terms and conditions into the purchasing process.

The Purchasing module comprises the following applications:

PURCHASING


Purchase

Requisitions

Ask the purchasing department to order materials or services.

Purchase Orders Purchase materials or services from an internal supplier or an external

vendor.

Receiving Receive materials into inventory and record the receipt of services.

Invoices Record invoices and match them against purchase orders and receipts for approval.

Request for Quotations

Request and manage vendor quotations.

Companies Manage data about manufacturers, vendors, and other companies that do

business with you.

Company Master Create company master records that belong to a particular company set.

Terms and

Conditions

Create and maintain a library of terms and conditions that can be added to a

purchasing document or contract.

2.11.1 PURCHASE REQUISITIONS APPLICATION

Screen of Purchase Requisition application

The Purchase Requisition application is to ask the purchasing department to order materials and

services. A purchase requisition (PR) is a written request issued internally to a purchasing department to order items or services.

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2.11.2 PURCHASE ORDERS APPLICATION

Screen of Purchase Order application

The Purchase Order application is to purchase materials and services from an external supplier or an

external vendor.

You can create POs in three ways:

Directly from the Purchase Orders application From purchase requisitions (PRs)

From requests for quotations (RFQs)

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2.11.3 RECEIVING APPLICATION

Screen of Receiving application

The Receiving application is to receive materials into inventory and record the receipt of services. When you receive items, the system increases balances in the Inventory application or issues direct

issue items directly to an asset, location, or work order.

2.11.4 INVOICES APPLICATION

Screen of Invoices application

The Invoice application is to record invoices (and debit and credit notes) from vendors and match

them against purchase orders and receipts for approval. An invoice is a bill from a vendor for delivered products or services.

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2.11.5 REQUEST FOR QUOTATIONS APPLICATION

Screen of Request for Quotations application

The Quotations application is to request and manage vendor quotations. A request for quotation

(RFQ) is a request for a price quote that you send out to one or more potential suppliers.

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2.11.6 COMPANIES APPLICATION

Screen of Companies application

The Companies application is to manage data about vendors, manufacturers, and other companies

with whom you do business.

2.11.7 COMPANY MASTER APPLICATION

Screen of Company Master application

The Company Master application is to create company master records that belong to a particular company set.

Company master records contain information pertaining to companies such as the default contact

person, purchasing, e-commerce, and payment details of the company.

2.11.8 TERMS AND CONDITIONS APPLICATION The Terms and Conditions application is to create and maintain a library of terms and conditions

that can be added to a purchasing document or contract. These terms can contain information such

as liability concerns, shipping and handling details, or delivery time expectations.

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2.12 CHANGE MODULE The Change module contains the Activities and Tasks application, which you use to plan, review,

and manage activities and tasks. When you create an activity, you initiate the work process and create a historical record of work being performed.

CHANGE


Activities and

Tasks

Plan, review, and manage activities and tasks. When you create an activity, you initiate the work process and create a historical record of work being

performed.

2.13 FINANCIAL MODULE

The applications in the Financial module are to define and manage currency codes, exchange rates, general ledger accounts and resource codes, and to track project management costs.

The Financial module comprises the following applications:

FINANCIAL


Currency Codes Define currency codes and specify which codes can be used in Maximo Asset Management.

Exchange Rates Set up exchange rates for converting currencies.

Chart of Accounts Establish general ledger account fields with definitions equivalent to those used with the rest of your financial data processing system.

Cost Management Generate project cost information to track the financial resources that are

required to complete a project and manage budgets more effectively.

2.13.1 CURRENCY CODES APPLICATION

Screen of Currency Codes application

The Currency Codes application is to define currency codes and to specify which codes can be used

in the system. A currency code is a short, user-defined value that you create to represent a currency, for example, IDR for the Indonesian Rupiah.

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2.13.2 EXCHANGE RATES APPLICATION

Screen of Exchange Rate application

The Exchange Rate application is to set up exchange rates used for converting currencies.

The application stores exchange rates at the organization level. Therefore, each organization

defines and maintains its own exchange rates.

2.13.3 CHART OF ACCOUNTS APPLICATION

Screen of Chart of Accounts application

The Accounts application is to establish general ledger account fields in the product that are equivalent to the definitions that are used in the rest of your financial data processing system.

2.13.4 COST MANAGEMENT APPLICATION The Cost Management application is to generate project cost information to track the financial

resources required to complete a project and manage budgets more effectively. Use this application in conjunction with an external project costing system.

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2.14 RESOURCES SUB MODULE The applications in the Resources sub-module (within the Administration module) are to create

records about the people in your workforce. The people whom you document can include internal and external workers, and other people whose

names or IDs might be listed on other records.

The Resources sub-module comprises five applications:

RESOURCES


People Maintain records of people.

Person Group Maintain person groups. A person group consists of people who may or may not be workers.

Crafts Define and maintain craft records.

Labor Define and maintain labor records.

Qualifications Create qualifications and certification requirements for qualifications.

2.14.1 PEOPLE APPLICATION

Screen of People application

The People application is to create and maintain records about people. This application stores

personal and official information about individuals, such as users, laborers, asset owners, supervisors, and individuals who receive Workflow notifications.

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2.14.2 PERSON GROUP APPLICATION

Screen of Person Group application

The Person Group application is to create and maintain person groups. A person group consists of people who might or might not be workers.

2.14.3 CRAFTS APPLICATION

Screen of Crafts application

The Crafts application is to define and maintain craft records. The craft code usually reflects the

type of work done by employees and contractors. The Crafts application is also used to define skill levels, standard rates, and premium pay codes for

crafts.

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2.14.4 LABOR APPLICATION

Screen of Labor application

The Labor application is to define and maintain labor records. You can provide personal and work

related information about labors, who could be employees or a contractors.

2.14.5 QUALIFICATIONS APPLICATION

The Qualifications application is to manage the qualifications of the laborers in your workforce, and the certification requirements for each qualification. Using a labor‟s record, you can associate each

labor with a qualification. You can also view the qualifications associated with a particular labor record and renew and change the status of their qualifications.

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2.15 PLATFORM CONFIGURATION SUB MODULE

The applications in the Platform Configuration sub-module (within the System Configuration

module) are to configure many pieces needed in the system to build up.

The Platform Configuration sub-module comprises the following applications:

SYSTEM CONFIGURATION – Platform Configuration


Actions Manage the administrative functions of creating actions and action groups

within Escalations.

Roles Manage roles within Maximo Asset Management.

Communication

Templates

Create and manage generic communication templates that users can leverage to standardize frequently used e-mail communications (also known

as notifications).

Database

Configuration

Create or modify the objects and attributes used by Maximo Asset Management applications.

Application

Designer

Create new applications (clones and custom applications) or tailor the pages

of existing applications.

Escalations

Automatically monitor critical processes across your enterprise. The primary goal of Escalation Management is to ensure that critical tasks are completed

on time, such as those defined in service-level agreements (SLAs).

Cron Task Setup Manage cron tasks. Cron tasks are behind-the-scene jobs set to run automatically and on a fixed schedule.

Domains Maintain lists of defined values that appear in drop-down lists (sometimes

referred to as value lists).

Logging Manage log settings and configure log files.

System Properties Manage system properties and their values used by various product components.

Web Services

Create, modify, and delete Web services. You also can generate schema

and Web Service Description Language (WSDL) files for any Web service that you deploy. External applications can use Web services to query or to

send transactions to the Integration Framework.

Workflow

Administrator

View and modify assignments within the workflow, escalation, and service-level agreement processes.

Workflow Designer Use this graphical application to create a series of decision paths for records to flow through, called workflow process.

E-mail Listener

Receive and process incoming e-mail messages. This application can monitor multiple e-mail accounts to retrieve messages, and it supports

embedded and normal message attachments.

Launch in Context Create and manage launch entries that open, in the same or a different browser session, an application that is external to the system.

Object Structures

Create, view, modify, and manage the processing logic of an object structure. An object structure is the common data layer that the Integration

Framework uses for all outbound and inbound application data processing. An object structure consists of one or more sub-records that develops their

XML content from a particular object.

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2.15.1 ACTIONS APPLICATION The Actions application is to manage the administrative functions of creating actions and action

groups within the workflow, escalation, and service level agreement processes. Actions are scheduled events that occur when a record leaves a Workflow node.

2.15.2 ROLES APPLICATION

The Roles application is to create and manage roles, which define a function or position in a business. A role can represent a job title, such as a “department manager,” or an assigned duty,

such as a watch officer. When a role is used as part of a communication template, escalation,

service level agreement, or workflow process, it can determine the correct individuals to whom the process is routed.

2.15.3 COMMUNICATION TEMPLATES APPLICATION The Communication Templates application is to create and manage generic communication

templates that users can use to standardize frequently used e-mail communications (also known as notifications).

2.15.4 APPLICATION DESIGNER APPLICATION

The Application Designer application is to create new applications (clones and custom applications) and tailor the pages of an existing system application.

2.15.5 DATABASE CONFIGURATION APPLICATION

Use to create or modify the objects and attributes that are in the Maximo database and used by system applications. Maximo database configuration is based on objects. There is a one-to-one

correlation between an object and a table in the database. Behind the scenes, the business object fetches the columns of the corresponding table and presents them to you as attributes of the object.

2.15.6 ESCALATIONS APPLICATION The Escalation application is to automatically monitor the critical processes in your enterprise. The

primary goal of escalation management is to ensure that critical tasks, such as those defined in

service level agreements, are completed on time. You can also use escalations for events such contract expiration, a change in the status of a record (such as for invoices or contracts), or a

change in the owner of a record (such as for service requests, incidents, or problems).

2.15.7 CRON TASK SETUP APPLICATION

The Cron Task Setup application is to manage cron tasks, which are jobs that run (as background tasks) automatically and on a fixed schedule.

2.15.8 DOMAINS APPLICATION The Domains application is to define the values that appear in select value lists in some fields on the

application pages and tabs of the user interface.

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2.15.9 LOGGING APPLICATION

The Logging application is to create and manage log settings and configure the log files that contain informational, warning, or error messages about the system.

2.15.10 SYSTEM PROPERTIES APPLICATION The System Properties application is to manage system properties and their values which are used

by various product components.

2.15.11 WEB SERVICES APPLICATION

The Web Services application is to create, modify, and delete Web services which are used by

external applications to query or to send transactions to the integration framework. You also can generate schema and Web Service Description Language (WSDL) files for any Web service that you

deploy.

2.15.12 WORKFLOW ADMINISTRATOR APPLICATION

The Workflow Administrator application is to view and modify assignments within workflow, escalation, or service level agreement process.

2.15.13 WORKFLOW DESIGNER APPLICATION The Workflow Designer application is to create a series of decision paths for records to flow through,

called a workflow process graphically.

2.15.14 E-MAIL LISTENER APPLICATION

The E-Mail Listener application is to receive and process incoming e-mail messages. This application can monitor multiple e-mail accounts to retrieve messages, and it supports embedded and normal

message attachments.

2.15.15 LAUNCH IN CONTEXT APPLICATION

The Launch in Context application is accessible from several different modules.

2.15.16 OBJECT STRUCTURES APPLICATION

The Object Structures application is accessible from several different modules.

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2.16 ADMINISTRATION MODULE

The applications in the Administration module are for small system administration tasks, such as setting one parameter, and for tasks that you do often, such as creating user groups.

The Administration module comprises the following applications and sub-modules: ADMINISTRATION


Organizations Set up the organizations and sites to be used within Maximo.

Classifications Create classifications and establish classification hierarchies for Items,

Assets, Locations, Work Orders, etc.

Bulletin Board Create, post, and view messages as well as broadcast information to users

of the Maximo system.

Communication

Templates

Create and manage generic communication templates that Maximo users

can leverage to standardize frequently used e-mail communications (also known as notifications).

Calendars Indicate working time for equipment, craft, and labor records for an

organization and its associated sites.

Sets Create a framework for sharing item and company (vendor) data across

multiple organizations.

Work View Make queries available for display in the Result Set portlet of a user‟s Start

Center.

Conditional Expression

Manager

Create and maintain a library of conditions. In other applications, such as Application Designer and Security Groups, you select from predefined

conditions to set up conditional behavior.

2.16.1 ORGANIZATIONS APPLICATION

Screen of Organization application

The Organization application is to set up the organizations and sites to use with the system. You must define at least one organization and one site.

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2.16.2 CLASSIFICATIONS APPLICATION

Screen of Classifications application

The Classifications application is to create classifications and establish classification hierarchies for

many objects such as Items, Assets, Locations, and Work Orders. Classifications and hierarchies help you organize your data and make it easier to find specific information.

2.16.3 BULLETIN BOARD APPLICATION

Screen of Bulletin Board application

The Bulletin Board application (within the Administration module) is to create, post, and view messages and to broadcast information to system users.

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2.16.4 COMMUNICATION TEMPLATES APPLICATION The Communication Templates application is to create and manage generic communication

templates that users can use to standardize frequently used e-mail communications (also known as notifications). You can use these standardized e-mail notifications to increase productivity and

efficiency in the Workflow and Escalation processes.

2.16.5 CALENDARS APPLICATION

Screen of Calendar application

The Calendar application is to indicate working time for equipment, craft, and labor records for an organization and its associated sites.

Calendars application defines data such as holidays, shifts, and work periods, which is used for

scheduling in other areas within the system.

2.16.6 SETS APPLICATION

The Sets application is to create a framework for sharing item and company (vendor) data across multiple organizations. The system stores both item and company master records in sets. These

sets exist above the organization level so that organizations can share the same data.

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2.16.7 WORK VIEW APPLICATION The Work View application is to make queries available for display in the Results Set portlet of a

user‟s Start Center.

2.16.8 CONDITIONAL EXPRESSION MANAGER APPLICATION

The Conditional Expression Manager application is to create and maintain a library of conditions that you, or other users, can select from when using applications, such as Application Designer and

Security Groups, to set up conditional behavior.

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2.17 SECURITY MODULE

The applications in the Security module are to implement and manage security for users and groups.

The Security module comprises the following applications: SECURITY


Security Groups Grant access to sites, applications, and menu options. A user is assigned to

one or more groups to gain access to the system.

Users Add and manage Maximo users.

2.17.1 SECURITY GROUPS APPLICATION

Grant access to sites, applications, and menu options by using security privileges. You set up

security privileges by group. You use the Security Groups application to create groups. Then you can specify group privileges and restrictions for applications and options, as well as other settings.

2.17.2 USERS APPLICATION

Screen of Users application

Use to add users to the system and manage user privileges. You can perform these tasks in the Users application:

Manage user status Manage user sessions

View user security profile

Specify various user defaults, such as default insert site, storeroom, language, and general ledger accounts for purchasing.

Grant users the right to access inactive sites Specify which users can access a screen reader to assist in interacting with the system

Set system-wide security controls and new user default groups Change passwords

Create database users

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2.18 REPORTING MODULE The applications in the Reporting sub-module (within the Administration module) are to create and

view key performance indicators (KPIs), manage reports for users, and to set and view report-based security.

The Reporting sub-module comprises two applications: REPORTING


KPI Manager Create key performance indicators (KPIs) to track critical performance variables over time.

Report

Administration

Create reports, generate and preview request pages, add parameters, display reports as toolbar icons, e-mail reports, or specify a schedule for

running a reports.

2.18.1 KPI MANAGER APPLICATION

Screen of KPI Manager application

The KPI Manager application is to create key performance indicators (KPIs) to track critical performance variables over time.

KPIs can be viewed either in the Start Center or directly with the KPI Manager.

2.18.2 REPORT ADMINISTRATION APPLICATION

The Report Administration application is to create reports, generate and preview request pages, add

report parameters, display reports as toolbar icons, e-mail reports, and specify a schedule for running reports. Also, use to import report design files and libraries into the Maximo Database, and

set or view report security at the group level.

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2.19 EXTERNAL INTERFACE - RFID The interface between Maximo and RFID system is implemented by utilizing Maximo Integration

Framework (MIF). This RFID Interface exports INVENTORY data from Maximo system to a XML file. The file will be stored into the specified folder of the RFID server.

This RFID Interface will export the INVENTORY data by two methods: RFID Interface

PROCESSING DESCRIPTION

Automatic On the updating event of Inventory information, Maximo Interface will publish the data to External Server (RFID Server).

Manual

Using the Maximo External Systems application‟s RFID System, INVENTORY information can be exported to External Server (RFID Server).

Optionally, user can supply condition on which data can be exported.

2.19.1 AUTOMATIC PROCESSING

This Automatic Processing task will be performed upon modifying INVENTORY information. Maximo application notifies the updating event to Publish Channel. Publish Channel store the received data

and updating event into Queue. The Cron Task will create the XML file and stores it into shared folder on the External server (RFID Server). This file contains single data record for each event.

The following transactions are automatically initiated by events in Maximo Inventory application: Create or Update or Delete event of Item Master Information

Issue Transaction Return Transaction

Transfer Transaction

Create or Update event of Receipt Transaction Adjustment Transaction

2.19.2 MANUAL PROCESSING

Screen of External Systems application

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This task can be performed using the Maximo External Systems application's RFID system. Use

Publish Channel to export desired INVENTORY data from Maximo system to a XML file. Upon clicking on Data Export button, Data search conditions dialog box displays and then user has to

enter data export condition. Then Publish Channel will fetch the data as per condition and store it in Queue. The Cron Task will create the XML file and stores it into shared folder of the External (RFID)

server.

You can export the following data using RFID interface:

Adjusted Average cost Adjusted Current balance

Inventory Information Material Information

Inventory Change Information

Issues transactions Stock Tracking

Receipts transactions Returns transactions

Transfers transactions

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2.20 EXTERNAL INTERFACE - DCS

The interface between DCS (EMC) and CMMS system is implemented via Web Services and the

Maximo Integration Framework (MIF). This DCS Interface transfers Meter reading data from OPC to

Maximo. DCS Interface utilizes the open standard OPC to communicate with OPC Servers, currently there are three OPC servers installed; Common, Unit 3 & Unit 4.

User can define schedules for frequency to push OPC data to Maximo.

Matrikon ™ Analysis Host service handles the scheduling and execution of the scheduled analyses. It executes in the background.

Screen of EMC application

Screen of Asset-Meter application

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2 5-01-90 02 Mms Functional Specification r01