Maximo User™s Guide Addendum - IBMpublib.boulder.ibm.com/tividd/td/ITMfOaG/SC23-8724-00/en_US/PDF/63...Purpose You use the Organizations (Oil) application to set up the organizations

SC23-8724-00

Release 6.3

Maximo User�s Guide Addendum

IBM Maximo for Oil and Gas

This edition applies to Release 6.3 of IBM Maximo for Oil and Gas and to all subsequent releases and modifications until otherwise indicated in new editions. This edition replaces any previous edition of this document.

Third-Party Technology: Certain Maximo products contain technology provided under license from third parties, as noted in the following table:

Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source" ownership of which is attributed as follows: Portions © 2002, Steve Souza ([email protected]). Portions © 2000-2004, Jason Hunter & Brett McLaughlin. Portions © 2004-2005, The Apache Software Foundation (http://www.apache.org/).

© Copyright International Business Machines Corporation 2007. All rights reserved.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

IBM Product Third-Party Information

All Products Portions © 1996-2003 Visual Mining, Inc. Visual Mining� NetCharts Server provided by Visual Mining, Inc.

IBM Maximo Portions © 1995-2004 Actuate Corporation.

Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by BEA Systems, Inc.

Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4. © 2004 Intrinsyc Software International, Inc.

Sentry Spelling-Checker Engine © 2000 Wintertree Software, Inc.

Maximo Discovery MSDE Copyright © Microsoft® Corporation.

Portions © 1998-2005 Centennial Software Limited.

IBM Maximo Asset Navigator Portions © 1993-2002 Snowbound� Software Corporation. RasterMaster� Raster imaging technology provided by Snowbound Software Corporation.

IBM Maximo Mobile Portions © 2005 DataMirror, Inc.

Portions © 2000-2005 Zaval Creative Engineering Group.

IBM Maximo Mobile SE Portions © 1996-2005 Syclo, LLC.

NoteBefore using this information and the product it supports, read the information in �Notices� on page Notices-1.

Contents

About This Publication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiIntended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiRelated Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiIBM Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Chapter 1: Administration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Organizations (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Organizations (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Work Order - Prioritization Matrix Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Work Order - Edit Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Update Asset Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Update Failure Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4

Chapter 2: Assets Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Assets (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Assets (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Locations (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Location Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Operating Context Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4

Locations (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

Chapter 3: Planning Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Condition for Work (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Condition for Work Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Condition for Work (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3Regulatory Compliance (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Regulation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Where Used Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5

Regulatory Compliance (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Prioritization Matrix (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Reason for Work Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Prioritization Matrix (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7Job Plans (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Job Plan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Regulation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Job Plans (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9Routes (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10Route Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

Routes (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10

© Copyright IBM Corp. 2007 iii

Benefits and Losses (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11

Impacts Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-11Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Benefits and Losses (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Chapter 4: Preventive Maintenance Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Preventive Maintenance (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1PM Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Job Plan Sequence Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Preventive Maintenance (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Chapter 5: Resources Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1People (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Details Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

People (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Chapter 6: Service Desk (Oil) Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Defects (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Defect Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Solution Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Defects (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4Improvements (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Improvement Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-6Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-7Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-8Project Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9

Improvements (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-10Investigations (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Investigation Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-11Activities Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Solution Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13Failure Reporting Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-13After Action Review Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-14Root Cause Failure Analysis Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15

Investigations (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15Incidents (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17Incident Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-17Solution Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18HIgh Context Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-19

Incidents (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20Solutions (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21Solution Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-21Ownership Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23

iv IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

Benefits Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23Log Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24Related Records Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24

Solutions (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-24

Chapter 7: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Quick Reporting (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Quick Reporting (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Work Order Tracking (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Work Details Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Work Order Tracking (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Chapter 8: Oil & Gas Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1

Contents v

vi IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

About This Publication

This section explains how this guide can help you to use IBM® Maximo® for Oil and Gas (Oil & Gas). It also provides information about other IBM Corporation resources available to you, such as additional documentation and support.

Intended Audience

This addendum to the IBM Maximo User�s Guide is for people who use Maximo Oil & Gas. This solution extends certain existing Maximo applications and also provides new Maximo applications designed specifically for oil and gas customers.

Related Information

You can find more information regarding Maximo Oil & Gas in the following document:

! IBM Maximo for Oil and Gas Installation Guide

The IBM Maximo for Oil and Gas Installation Guide is a separate document delivered in Adobe® Systems� Portable Document Format (PDF) with the product software. The guide should be used in conjunction with the standard Maximo documentation set.

For more information about Maximo, refer to the following documentation:

Document Description

IBM Maximo Finance Manager�s Guide

Describes how IBM Maximo completes financial transactions and how to set up general ledger accounts.

IBM Maximo Installation Guide Describes how to install and configure the following software:

! Application server! IBM Maximo! Actuate®

IBM Maximo Multisite Administrator�s Guide

Describes how to configure IBM Maximo for a Multisite implementation.

© Copyright IBM Corp. 2007 vii

IBM Support

IBM Support

IBM Software Support provides assistance with product defects.

Before contacting IBM Software Support, your company must have an active IBM software maintenance contract, and you must be authorized to submit problems to IBM. For information about the types of maintenance contracts available, see "Enhanced Support," in the Software Support Handbook at techsupport.services.ibm.com/guides/services.html.

Complete the following steps to contact IBM Software Support with a problem:

1 Define the problem, gather background information, and determine the severity of the problem. For help, see the "Contacting IBM," in the Software Support Handbook at techsupport.services.ibm.com/guides/beforecontacting.html.

2 Gather diagnostic information.

IBM Maximo Online Help Provides step-by-step procedures for Maximo applications.

IBM Maximo Reconciliation Implementation Guide

Describes how to use the IBM Maximo Reconciliation module to reconcile the two types of information that IBM Maximo maintains about information technology (IT) assets: IT asset data and deployed asset data.

IBM Maximo Report Administration and Development Guide

Describes how to use Actuate to design and administer IBM Maximo reports.

IBM Maximo System Administrator�s Guide

Describes database configuration, security, and other administrative level applications and tasks.

IBM Maximo User�s Guide Provides an overview of the Maximo end user applications. It also describes how the IBM Maximo applications interact with each other.

IBM Maximo Workflow Implementation Guide

Provides information about how to use IBM Maximo to plan, design, build, test, implement, and manage Workflow processes.

IBM Maximo Enterprise Adapter (MEA) System Administrator's Guide

Describes how to configure and use the IBM MEA.

Document Description

viii IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

http://support.mro.com

IBM Support

3 Submit your problem to IBM Software Support in one of the following ways:

a Online: Click Submit and track problems on the IBM Software Support site at www.ibm.com/software/support/probsub.html.

b By telephone: For the telephone number to call in your country, go to the Contacts page of the IBM Software Support Handbook at techsupport.services.ibm.com/guides/contacts.html.

If you submit a problem that is a software defect or for missing or inaccurate documentation, IBM Software Support creates an Authorized Program Analysis Report (APAR). The APAR describes the problem in detail.

Whenever possible, IBM Software Support provides a workaround that you can implement until the APAR is resolved and a fix is delivered. IBM publishes resolved APARs on the Software Support Web site daily, so that other users who experience the same problem can benefit from the same resolution.

About This Publication ix

IBM Support

x IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

Overview The Administration module has one cloned application. This chapter provides an overview of new actions added to the Organizations (Oil) application. For more information, refer to the application�s help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Administration module contains the following cloned application:

Organizations (Oil) Application

Purpose You use the Organizations (Oil) application to set up the organizations and sites to use with Maximo. You must define at least one organization and one site.

For each organization you specify a number of properties including the following:

! Base currency

! Item and company sets

! GL clearing account

! Address codes for organizational units, including sites, that you can use on Maximo records

By configuring Maximo with multiple organizations and sites, your company can run Maximo in multiple facilities all from the same database. Each site can access its own site-specific data and leverage data that is common across sites. Rather than installing multiple instances of Maximo, each with its own database, a company can install Maximo once, with different sites all accessing the same database via a Web Browser.

The Maximo architecture enables different organizations and sites to keep some parts of their operations separate, while sharing others. For example, different facilities can share purchase agreements and vendors, and share and transfer items, while keeping work order and job plan data separate.

Administration Module 1Application Oil & Gas Function

Organizations (Oil) Specify oil and gas options for work orders. Load oil and gas failure codes and asset specifications.

© Copyright IBM Corp. 2007 1-1

Organizations and sites are logical divisions of a company determined by what types of operations are performed at different locations, and what data can be shared among them.

Organizations An organization is a major division of a company that contains one or more sites. Sites belonging to the same organization must use the same currency and share the same options for work orders, equipment, labor, and certain other types of data.

Sites A site is a subdivision of an organization that can track inventory and other data separately from other sites. Certain types of information are unique to a site and not visible to other sites within the organization.

Application Options Within the Organizations (Oil) application you set defaults for a wide variety of options relating to Maximo applications or groups of applications, such as work orders, inventory, purchasing, PMs, assets, and so forth. You access these options from the Select Action menu. The How Do I topics in the Organizations (Oil) help cover all these options. You can also access the help from the associated dialog boxes. Refer to the corresponding help topic for information on a particular action.

Oil & Gas options let you perform the following tasks:

! Specify oil and gas options for work orders! Load asset specification and failure code data

NOTE In the various dialog boxes you use to set application options, you sometimes have to select a site and sometimes you do not. If you have to select a site, then the setting applies at the site level. If you do not select a site, then the setting applies at the organization level, except for system and set level autonumbering, and for settings in the System Settings dialog box.

Organizations (Oil) Actions

The Organizations (Oil) application has the following industry-specific actions:

! Work Order - Prioritization Matrix Options! Work Order - Edit Rules! Update Failure Codes! Update Asset Specifications

NOTE You can access the Update Failure Codes and Update Asset Specifications actions only from the List tab.

For information about these actions, refer to the Organizations (Oil) help.


1-2 IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

s (Oil) Application

Work Order - Prioritization Matrix Options

You use the Work Order - Prioritization Matrix Options dialog box to specify oil and gas options for work orders within an organization.

Work Order - Prioritization Matrix Options

Work Order - Edit Rules

You use the Work Order - Edit Rules dialog box to specify that someone can edit information in the Costs and Estimates table window on the Plans tab of the Improvements (Oil) application for a given work order status.

Work Order - Edit Rules

Organization

Administration Module 1-3


Update Asset Specifications

You use the Update Asset Specifications dialog box to load oil and gas asset specifications for use in one or more of your company�s organizations.

Update Asset Specifications

Update Failure Codes

You use the Update Failure Codes dialog box to load oil and gas failure codes for use in one or more of your company�s organizations.

Update Failure Codes


Overview The Assets module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Assets module contains the following Oil & Gas-specific applications:

Assets (Oil) Application

Purpose You use the Assets (Oil) application to create and store asset numbers and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset.

Tabs in the Assets (Oil) application let you build the asset hierarchy, an arrangement of buildings, departments, assets, and subassemblies. You can associate a regulation you created in the Regulatory Compliance (Oil) application with an asset using the Regulations tab. The asset hierarchy provides a convenient way to roll up maintenance costs so that you can check accumulated costs at any level, at any time. It also makes it easy to find a particular asset number.

Tabs

The Assets (Oil) application has the following new tab:

! Regulations

For information about fields, place the cursor in the field and press Alt + F1.

Assets Module 2Application Function

Assets (Oil) Associate regulations with assets.

Locations (Oil) Associate regulations with locations, reference physical locations in a plant, and specify attributes for locations.


Locations (Oil) Application

Regulations Tab

You use the Regulations tab to associate regulations with this asset. You associate regulations someone created in the Regulatory Compliance (Oil) application via Select Regulations or New Row. The Regulations tab lists information about the regulation associated with this asset.

Regulations Tab

Assets (Oil) Actions

The Assets (Oil) application has the following industry-specific actions:

! Select Regulations

For information about this action, refer to the Assets (Oil) application help.


Purpose The Locations (Oil) application lets you enter and track locations for assets and organize these locations into logical hierarchical systems or network systems. Using hierarchies or systems of locations and specifying the location for assets on the asset record provides the groundwork for gathering and tracking valuable information on the history of an asset, including its performance at specific sites, as it is moved from location to location. With locations organized into systems, you can quickly find a location on the Drilldown page, and identify the asset at that location.

The Locations (Oil) application lets you perform the following industry-specific tasks:

! Associate a regulation you created in the Regulatory Compliance (Oil) application with a location.

! Reference physical locations in the plant.



! Specify many attributes for each location via the Location Details and Operating Context tabs.

Tabs

The Locations (Oil) application has the following new tabs:

! Location Details! Operating Context! Regulations


Location Details Tab

You use the Location Details tab to enter detailed reference and classification information commonly required by oil and gas companies for each location. Also, the Locations Details tab lets you classify your plant into hazardous and fire zones. This tab contains the following sections:

! Reference Information - references for drawings and manuals! Area Classifications - classifications for hazardous area, fire zone,

explosion proof, and permit required to perform work ! Access - requirements needed to perform work! Production Impact

Location Details Tab

Operating Context Tab

You use the Operating Context tab to enter detailed information about the operating context for each physical location. This tab contains the following sections:

! ISO 14224 Taxonomy- ISO 14224 Petroleum and natural gas industries � Collection and exchange of reliability and maintenance data for equipment data

Assets Module 2-3


! Solomon Taxonomy - Solomon Associates Comparative Performance Analysis (CPA) data

! Operating Context - information you can use to improve the reliability of your assets

! Risk Categorization - detailed information risk assessment of a location

Operating Context Tab

Regulations Tab

You use the Regulations tab to associate regulations with this location. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulations associated with this location.

Regulations Tab



Locations (Oil) Actions

The Locations (Oil) application has the following industry-specific actions:


For information about this action, refer to the Locations (Oil) application help.

Assets Module 2-5



Overview The Planning module has four Oil & Gas-specific applications and two cloned applications. This chapter describes the industry-specific applications and provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Planning module contains the following industry-specific applications:

Planning Module 3Application Oil & Gas Function

Condition for Work (Oil) Specify the condition that an asset must be in for someone to be able to work on it.

Regulatory Compliance (Oil) Create records for regulations with which your company must comply.

Prioritization Matrix (Oil) Create matrices to ensure that someone performs the highest priority work on an asset before work with a lower priority.

Job Plans (Oil) Associate regulations, conditions for work, and reasons for work with job plans.

Routes (Oil) View condition for work and reason for work information associated with a job plan on route records.

Benefits and Losses (Oil) Define benefits and losses and associate them with certain Oil & Gas applications.


Condition for Work (Oil) Application

Purpose You use the Condition for Work (Oil) application to identify the condition or state an asset must be in for someone to work on it. The state might be as simple as running, stopped, or isolated. Or, it might be more complicated, such as being part of a group of plant assets that must be shut down for preventive maintenance.

Also, you can identify work that can be performed by someone on an reactive basis if the asset's status changes. After you create a condition for work, you can associate the condition for work with a job plan or work order. The Condition for Work application lets you identify work that must be performed by someone on an asset when it is scheduled to be in a particular operational status (for example, shutdown or operational).

Tabs

The Condition for Work (Oil) application has the following tabs:

! List! Condition for Work

The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo User�s Guide and the help.


Condition for Work Tab

You use the Condition for Work tab to display the main record for a condition for work. You also use the tab to add new records to the database and view and modify existing records.

This tab lets you enter, view, and modify detailed information about the condition an asset must be in for someone to work on it. After you create a condition for work and change its status to ACTIVE, you can associate it with a job plan via the Job Plans (Oil) application or a work order via the Work Order Tracking (Oil) application.

Condition for Work Tab

Condition for Work (Oil) Application


k (Oil) Application

Condition for Work (Oil) Actions

The Condition for Work (Oil) application has the following actions:

! Change Status! Duplicate Condition for Work! Delete Condition for Work

For information about these actions, refer to the Condition for Work (Oil) help.

Condition for Wor

Planning Module 3-3

Regulatory Compliance (Oil) Application

Purpose You use the Regulatory Compliance (Oil) application to help your company to comply with the many statutory requirements covering employee health, plant safety, and the environment. Maximo stores the details of relevant regulations for all work tracked in Maximo, and relates these regulations to planned work and actual work logged in Maximo. After you create a regulation, you can associate it with the following types of records:

! Assets via the Assets (Oil) application

! Locations via the Locations (Oil) application

! Job plans via the Job Plans (Oil) application

! Work Orders via the Work Order Tracking (Oil) and Quick Reporting (Oil) applications

Tabs

The Regulatory Compliance (Oil) application has the following tabs:

! List! Regulation! Log! Where Used



Regulation Tab

You use the Regulation tab to enter data about each regulation to which your company must comply. After you create a regulation and change its status to ACTIVE, you can associate the regulation record with a particular asset, location, job plan, or work order.

Regulation Tab

Regulatory Compliance (Oil) Application


e (Oil) Application

Log Tab

You use the Log tab to create, view, edit, and delete work log entries, and to view communication log entries.

Where Used Tab

You use the Where Used tab to see where a regulation is currently attached. This tab is helpful when you want to delete a regulation but cannot because it is attached to a record.

Where Used Tab

Regulatory Compliance (Oil) Actions

The Regulatory Compliance (Oil) application has the following actions:

! Change Status! Create Communication! Delete Regulation! Duplicate Regulation! Modify/Delete Work Log

For information about these actions, refer to the Regulatory Compliance (Oil) help.

Regulatory Complianc

Planning Module 3-5

Prioritization Matrix (Oil) Application

Purpose You use the Prioritization Matrix (Oil) application to build priority matrices. Priority matrices help you to ensure that someone performs work with the highest priority on an asset before work with a lower priority. Maximo uses the reason for the work, the priority of the asset or location, and function (for example, maintenance, drilling, or inspection) to build priority matrices.

Tabs

The Prioritization Matrix (Oil) application has the following tabs:

! List! Reason for Work



Reason for Work Tab

You use the Reason for Work tab to enter, view, and modify detailed information about a reason for work record. After you create a reason for work record and its status is ACTIVE, you can associate it with a job plan via the Job Plans (Oil) application or work order via the Work Order Tracking (Oil) application.

The reason for work is used in conjunction with the priority and function associated with an asset or location to determine the priority of someone carrying out the work. Maximo calculates the priority by using a priority matrix.

Reason for Work Tab

Prioritization Matrix (Oil) Application


x (Oil) Application

Prioritization Matrix (Oil) Actions

The Prioritization Matrix (Oil) application has the following actions:

! Change Status! Delete Reason for Work! Duplicate Reason for Work

For information about these actions, refer to the Prioritization Matrix (Oil) help.

Prioritization Matri

Planning Module 3-7

Job Plans (Oil) Application


Purpose You use the Job Plans (Oil) application to create, modify, or delete job plan records. A job plan is a detailed description of work to be performed for a work order. You can copy job plans to PM records, routes, and directly to work orders. After a job plan becomes a work plan on a work order, you can modify the work plan without affecting the job plan.

Job plans generally contain tasks (procedures), along with lists of estimated labor, labor hours, materials, services, and tools required for the work. To ensure that work on an asset is performed in a safe manner, you can add work assets and associate safety plans that can be used when work is performed.

You can specify which organizations or organizations and sites can use the information on the plan and/or its tasks. If you do not specify this information, the job plan can be used in any site of any organization.

The Job Plans (Oil) application lets you perform the following industry-specific tasks:

! Associate a regulation that you created in the Regulatory Compliance (Oil) application with a job plan.

! Associate a condition for work that you created in the Condition for Work (Oil) application with a job plan.

! Associate a reason for work that you created in the Prioritization Matrix (Oil) application with a job plan.

Tabs

The Job Plans (Oil) application has the following enhanced or new tabs:

! Job Plan! Regulations

Job Plan Tab

The Job Plan tab has the following industry-specific fields:

! Condition for Work! Improvement Plan?! Reason for Work! Function

For information about these fields, place the cursor in the field and press Alt + F1.



Regulations Tab

You use the Regulations tab to associate regulations with this job plan. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this job plan. Also, the Regulations tab contains the Applies to Work Order Default? check box.

Regulations Tab

Job Plans (Oil) Actions

The Job Plans (Oil) application has no industry-specific actions.

Planning Module 3-9

Routes (Oil) Application

Routes (Oil) Application

Purpose A route is a list of related work assets, which are considered "stops" along the route. These route stops represent assets or locations. Routes simplify building hierarchies of work orders for inspections. You can use a route in the following ways:

! Apply the route to a preventive maintenance record to generate work orders for all work assets listed as stops on the route.

! Apply the route to a work order and generate child work orders for each work asset listed as a stop on the route.

The Routes (Oil) application lets you perform the following industry-specific tasks:

! View condition for work information associated with a job plan on the route record in the Route Stops section on the Route tab.

! View reason for work information associated with a job plan on the route record in the Route Stops section on the Route tab.

Tabs

The Routes (Oil) application has the following enhanced tab:

! Route

Route Tab

The Route tab has the following industry-specific fields:

! Condition for Work! Condition for Work Description! Reason for Work! Reason for Work Description! Function


Routes (Oil) Actions

The Routes (Oil) application has no industry-specific actions.


Benefits and Losses (Oil) Application


Purpose You use the Benefits and Losses (Oil) application to define benefits and losses.

You can associate benefits and losses with the following types of records:

! Defects created in the Defects (Oil) application.! Improvements created in the Improvements (Oil) application.! Locations created in the Locations (Oil) application.! Solutions created in the Solutions (Oil) application.! Work orders created in the Work Order Tracking (Oil) application.

You can perform the following tasks for records that have losses:

! Create an investigation record for a loss event through the Create Investigation action.

! Associate a loss with a work order in the Work Order Tracking (Oil) application.

! Associate a loss with a location in the Locations (Oil) application.! Associate an impact with a defect in the Defects (Oil) application

Tabs

The Benefits and Losses (Oil) application has the following tabs:

! List! Impacts! Related Records! Log



Impacts Tab

You use the Impacts tab to enter general information about the impact of benefits and losses. You add specific information about a benefit, a loss, or both, on subtabs on the Impacts tab.

The Impacts tab has the following subtabs:

! Benefits! Losses

Benefits Subtab You use the Benefits subtab to add, view, and modify information about benefits. You can associate this information with the following types of records:

! Defect! Improvement! Solution

You can enter the following information about the benefit:

Planning Module 3-11


! benefit details! estimates! measurements ! related assets

Benefits Subtab

Losses Subtab You use the Losses subtab to add, view, and modify information about losses. You can associate this information with the following types of records:

! Defect! Improvement! Location! Solution! Work order

You can enter the following information about the loss:

! losses! loss details! dates



Losses Subtab

Related Records Tab

You use the Related Records tab of the Benefits and Losses (Oil) application to associate related tickets and work orders with an impact record.

Log Tab


Benefits and Losses (Oil) Actions

The Benefits and Losses (Oil) application has the following actions:

! Change Status! Create Communication! Create Investigation! Duplicate Impact! Delete Impact! Modify/Delete Work Log

For information about these actions, refer to the Benefits and Losses (Oil) help.

Planning Module 3-13



Overview The Preventive Maintenance module has one cloned application. This chapter describes the cloned application. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Preventive Maintenance module contains the following Oil & Gas-specific application:

Preventive Maintenance (Oil)

Purpose You use the Preventive Maintenance (Oil) application to create, modify, and view preventive maintenance plans for work assets and locations. PM records are templates for work orders.

On a PM record, you schedule job plans to be performed for preventive maintenance work. Maximo then generates work orders from the PM. If a condition for work record created in the Condition for Work (Oil) application is associated with a job plan on the PM, the condition for work is displayed on the PM tab in the Condition for Work field.

You can also group PMs into hierarchies that model your asset hierarchies and generate sequenced work order hierarchies.

Tabs

The Preventive Maintenance (Oil) application has the following enhanced tabs:

! PM! Job Plan Sequence

PM Tab

The PM tab has the following industry-specific fields:

! Condition for Work! Condition for Work Description! Reason for Work

Preventive Maintenance Module 4

Application Oil & Gas Function

Preventive Maintenance (Oil) View the condition for work and reason for work on job plans on PMs.


Preventive Maintenance (Oil)

! Reason for Work Description! Function


Job Plan Sequence Tab

The Job Plan Sequence tab has the following industry-specific fields:

! Condition for Work! Condition for Work Description! Reason for Work! Reason for Work Description! Function


Preventive Maintenance (Oil) Actions

The Preventive Maintenance (Oil) application has no industry-specific actions.


Overview The Resources module has one cloned application. This chapter provides an overview of the new tab added to the cloned application. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Resources module contains the following Oil & Gas-specific application:

People (Oil) Application

Purpose Use the People (Oil) application to create, modify, view, and delete records of people.This application serves as a storehouse of personal and official information on individuals such as users, labors, asset owners, supervisors, and individuals who receive workflow notifications via email.

Tabs

The People (Oil) application has the following new tab:

! Details Tab

Details Tab

You use the Details tab in the People (Oil) application to add, modify, and view additional contact information and authorize someone to approve solutions or the results of root cause failure analyses.

Resources Module 5Application Oil & Gas Function

People (Oil) Provide additional contact information and authorize people to approve root cause failure analyses and solutions.


People (Oil) Application

Details Tab

People (Oil) Actions

The People (Oil) application has no industry-specific actions.


Overview The Service Desk (Oil) module has three Oil & Gas-specific applications and two cloned applications. This chapter describes the industry-specific applications and provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Service Desk (Oil) module contains the following industry-specific applications:

Service Desk (Oil) Module 6Application Oil & Gas Function

Defects (Oil) To document an asset that deviates from perfect operation.

Incidents (Oil) To document a deviation from an expected standard of operation.

Improvements (Oil) To document the actual costs and benefits of implementing improvements to an existing business process or plant configuration.

Investigations (Oil) To address an unresolved incident or defect, to record lessons learned from an After Action Review, or to record the results of Root Cause Failure Analysis.

Solutions (Oil) To create and manage predefined responses to problems and lessons learned from an after action review.


Defects (Oil) Application

Purpose You use the Defects (Oil) application to create and track defects. A defect is something that causes an asset to deviate from perfect operation, for example:

! The motor for the pump on a heat generator is running at a higher-than-normal temperature.

! You need to replace a blocked HVAC filter six times more often than usual.

Defects do not necessarily have a health, safety, or environmental impact and they do not necessarily require intervention or maintenance. To record information about events with a health, safety, or environmental impact, use the Incidents (Oil) application.

After you create a defect record, you can investigate potential solutions. When you have identified a solution, you can record it on the defect. If resolving the defect involves creating another ticket or a work order, you can create it directly from the defect record.

Tabs

The Defects (Oil) application has the following tabs:

! List! Defect! Related Records! Solution Details! Log



Defect Tab

You use the Defect tab in the Defects (Oil) application to create, modify, view and delete information about the defect record. Enter such information as reported by user, owner or owner group, details about the defect, and affected assets and locations. You can also classify the defect to enhance solution searching and reporting.



s (Oil) Application

Defect Tab

Related Records Tab

You use the Related Records tab of the Defects (Oil) application to associate related tickets and work orders with a defect record.

Solution Details Tab

You use the Solution Details tab to search for and attach solution information, view applied solution information, or add solution information to the record. You can search the solution catalog either with or without information from the record.

The Solution Details tab contains three large free-form data entry fields to hold solution information. The fields can hold data from a solution record you attach or solution information you add to the record.

Defect

Service Desk (Oil) Module 6-3


Log Tab


Defects (Oil) Actions

The Defects (Oil) application has the following actions:

! Change Status! View History! View Costs! Edit History Defect! Create Service Request! Create Incident! Create Investigation! Create Change! Create Release! Create Work Order! Create Improvement! Create Solution! Create Communication! Apply Defect Template! Select Owner! Take Ownership! Modify/Delete Work Log! Show Similar Tickets! Apply SLA! View SLAs! Select/Deselect SLAs



s (Oil) Application

! Duplicate Defect! Delete Defect

For information about these actions, refer to the Defects (Oil) help.

Defect


Improvements (Oil) Application

Purpose You use the Improvements (Oil) application to plan, review, and report the actual costs and benefits of implementing improvements to an existing business process or plant configuration. You also can create improvements in other applications.

Tabs

The Improvements (Oil) application has the following tabs:

! List! Improvement! Plans! Related Records! Actuals ! Project Details! Log



Improvement Tab

You use the Improvement tab for the following purposes:

! to create, plan, review, and approve improvements to an existing business process or plant configuration

! to plan, review, and approve new processes or plants

! to view scheduling information

! to identify assets or locations that an improvement affects

On this tab, you process improvements created with the Improvements (Oil) application as well as those created in other applications.



s (Oil) Application

Improvement Tab

Plans Tab

You use the Plans tab to enter, view and modify an improvement plan. An improvement plan describes the estimated child improvements, improvement tasks, costs, and benefits of an improvement.

An easy way to add an improvement plan to an improvement is to use the Job Plan field on the Improvement tab to associate an existing plan with the record. The application copies the improvement plan to the improvement record. Changes you make to the improvement plan do not affect the original job plan.

The Plans tab has the following table windows:

! Children of Improvement ! Tasks for Improvement ! Costs and Benefits

Improvement



Plans Tab

Related Records Tab

You use the Related Records tab of the Improvements (Oil) application to associate related tickets and work orders with an improvement record.

Actuals Tab

You use the Actuals tab to enter, view and modify the actual child improvements, improvement tasks, costs, and benefits of an improvement. Someone must approve the improvement before you can report actuals.

The Actuals tab has the following table windows:

! Children of Improvement ! Tasks for Improvement ! Costs and Benefits

Actuals Tab



Project Details Tab

You use the Project Details tab to create, view, and modify details about an improvement, including a mission statement, defect measurements, and the members of an improvement team.

Project Details Tab

Log Tab




Improvements (Oil) Actions

The Improvements (Oil) application has the following actions:

! Change Status! Apply SLAs! View SLAs! Select/Deselect SLAs! Create Work Order! Create Service Request! Create Incident! Create Problem! Create Change! Create Release! Create Communication! View History! View Benefits! Remove Work Plan! Apply Route ! Assign to New Parent! Move/Modify Asset! Modify/Delete Work Log! Edit HIstory Improvement ! Select Owner! Take Ownership! Duplicate improvement ! Delete Improvement

For information about these actions, refer to the Improvements (Oil) help.


Investigations (Oil) Application


Purpose You use the Investigations (Oil) application to create and modify investigation records.You create an investigation record to address an unresolved incident or defect, to record lessons learned from an After Action Review, or to record the results of Root Cause Failure Analysis. You resolve an investigation when you identify one or more causes, so that similar future incidents and defects are prevented or have a lesser business impact.

Tabs

The Investigations (Oil) application has the following tabs:

! List! Investigation ! Activities! Related Records! Solution Details! Log! Failure Reporting! After Action Review! Root Cause Failure Analysis



Investigation Tab

You use the Investigation tab in the Investigations (Oil) application to create, modify, view and delete information for the investigation. Enter details about users, owners, assets, and locations. You can also classify the investigation to enhance solution searching and reporting, and flag the investigation as a global, regional, or local issue.



Investigation Tab

Activities Tab

You use the Activities tab in the Investigations (Oil) application to create, delegate, and track activity work orders for the investigation and to report actual labor time spent resolving the investigation and its activities.

The Activities tab displays all activity work orders added to the investigation. To see more detail for an activity, select it and view the record in the Activities application.

Activities Tab



Related Records Tab

You use the Related Records tab of the Investigations (Oil) application to associate related tickets and work orders with an investigation record.


You use the Solution Details tab to search for and attach solution information, view applied solution information, or create solution information for the record.

You also use the Solution Details tab to document lessons learned. A lesson learned is a type of solution normally associated with an After Action Review. The solution catalog contains both solutions and lessons learned.

You can search the solution catalog either with information from the record or without information from the record.


Log Tab


Failure Reporting Tab

You use the Failure Reporting tab in the Investigations (Oil) application to view and record failure information for assets and locations. Failure information is always organized in a hierarchy of data. The top level of the failure hierarchy is a type of failure code called the failure class. After selecting a failure class for the asset or location on the record, you can select one or more failure codes to describe the problem, cause, and remedy. Recording this information enables users to identify trends and isolate probable causes of breakdowns.

IBM Maximo for Oil and Gas provides failure data that is based on International Standard ISO14224. Your system administrator can load this data through the Organizations (Oil) application.



Failure Reporting Tab

After Action Review Tab

You use the After Action Review tab in the Investigations (Oil) application to document the results of an After Action Review that arose from a successful or unsuccessful event. If the action review leads to lessons learned, you document those lessons on the Solution Details tab.

You enter the following information on this tab:

! Names of the people leading, facilitating, and attending the investigation ! Details of what happened and what should have happened ! Dates associated with the review

After Action Review Tab



Root Cause Failure Analysis Tab

You use the Root Cause Failure Analysis tab in the Investigations (Oil) application to log the details and results of a Root Cause Failure Analysis (RCFA). You can document one or more causes that the analysis identified.

You can enter the following information on this tab:

! Name of the person leading the RCFA ! Dates related to the RCFA ! Data related to approval of the RCFA ! One or more causes of the event that is under investigation

Root Cause Failure Analysis Tab

Investigations (Oil) Actions

The Investigations (Oil) application has the following actions:

! Change Status! View History! View Costs! Edit History Investigation! Create Service Request! Create Incident! Create Investigation! Create Change! Create Release! Create Work Order! Create Improvement! Create Solution! Create Communication! Apply Investigation Template! Select Owner! Take Ownership! Modify/Delete Work Log! Show Similar Tickets! Apply SLA



! View SLAs! Select/Deselect SLAs! Duplicate Investigation! Delete Investigation

For information about these actions, refer to the Investigations (Oil) help.


Incidents (Oil) Application


Purpose You create an incident record to document a deviation from an expected standard of operation. Following are two examples of the use of incident reporting:

! To provide general incident reporting about a major or minor event.

! To record information about an event that has a health, safety, or environmental impact, for example:

! A fire extinguisher is missing from its designated location.

! The removal of a defective drain valve results in a substantial oil leak and requires activation of the environmental response team.

The second example is an example of a high-context incident. The Incidents (Oil) application contains a tab for high-context information.

Tabs

The Incidents (Oil) application has the following new or enhanced tabs:

! Incident! Solution Details! High Context

Incident Tab

You use the Incident tab in the Incidents (Oil) application to create, modify, view and delete information for the incident record. Enter such information as reporting and affected users, the owner or owner group, details about the incident, and affected assets and locations. You can also classify the incident to enhance solution searching and reporting, and flag it as a global, regional, or local issue.

The Incident tab has the following industry-specific fields:

! Incident Impact! From Review Required?! Incident Type! External Incident Reference ! High Context?! Investigation Required?! Reportable?! Is Defect?! Regional Issue?! Local Issue?




Incident Tab


You use the Solution Details tab to search for and attach solution information, view applied solution information, or add solution information to the incident record.

You can search the solution catalog either with or without information from the record. For more information on the solution catalog, see the Solutions (Oil) application Help.

The Solution Details tab contains three large free-form data entry fields to hold solution information. The fields can hold data from a solution record you attach or solution information you add to the record.

The Solution details tab has the following industry-specific fields:

! Solution Category! Is Lesson Learned?! Solution Originator




HIgh Context Tab

You use the High Context tab in the Incidents (Oil) application to add and view information about a high-context incident.

High context incidents are narrative descriptions of important events that occur and the behavior of people in those situations. The documented behavior might be effective or ineffective and, in general, is considered by the users to be critical. High-context incidents typically require more detail than you can enter on the Incident tab. Analysis of high context incidents can help to prevent future reoccurrence of the events or encourage behavior which will reinforce effective behavior.

You enter the following information on the High Context tab:

! Review information! Context of the incident! New classification, suggested cause, and remedy ! Behavior that you observed! Consequences of behavior that you observed



High Context Tab

Incidents (Oil) Actions

The Incidents (Oil) application has the following industry-specific action:

! Create Investigation

For information about this action, refer to the Incidents (Oil) help.


Solutions (Oil) Application


Purpose You use the Solutions (Oil) application to create and manage solution records. A solution is a predefined response to a commonly asked question or problem or a lesson learned from an after action review. A solution record defines a symptom, a cause, and a resolution.

Tabs

The Solutions (Oil) application has the following new or enhanced tabs:

! Solution! Ownership! Benefits! Log! Related Records

Solution Tab

You use the Solution tab in the Solutions (Oil) application to create and manage solution records. A solution is a predefined response to a commonly asked question or problem or a lesson learned from an after action review.

The Solution tab has the following industry-specific fields:

! Is Lesson Learned?! Solution Category! Originating Site




Solution Tab



Ownership Tab

You use the Ownership tab in the Solutions (Oil) application to specify the following information:

! The originator of a solution! The person or group that owns the solution ! Whether the solution is a global, regional, or local solution! Approval by the owner or owner group! Approval at the global, regional, or local level

Ownership Tab

Benefits Tab

You use the Benefits tab in the Solutions (Oil) Application to add, view, and modify the estimated costs and benefits of a solution. You can associate multiple benefits with a solution.

Benefits Tab



Log Tab


Related Records Tab

You use the Related Records tab of the Solutions (Oil) application to associate related tickets and work orders with a solution record.

Solutions (Oil) Actions

The Solutions (Oil) application has the following industry-specific action:

! View Investigations


Overview The Work Orders module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo User�s Guide for more information on any standard Maximo application.

The Work Orders module contains the following Oil & Gas-specific applications:

Quick Reporting (Oil) Application

Purpose You use the Quick Reporting (Oil) application to create work orders that do not require planning, and to report actuals, equipment downtime, failure reporting, and meter readings against open work orders. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed. You can associate a regulation you created in the Regulatory Compliance (Oil) application with an asset using the Regulations tab. You can create work orders in several Maximo applications.

Tabs

The Quick Reporting (Oil) application has the following new tab:

! Regulations Tab

Regulations Tab

You use the Regulations tab to associate regulations with this work order. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this work order. Also, the Regulations table window contains the Applies to Work Order check box.

Work Orders Module 7Application Oil & Gas Function

Quick Reporting (Oil) Associate regulations with work orders.

Work Order Tracking (Oil) View information about the location on work orders, and associate conditions for work, reasons for work, and regulations with work orders.


Work Order Tracking (Oil) Application

Regulations Tab

Quick Reporting (Oil) Actions

Quick Reporting (Oil) has the following industry-specific action:


For information about this action, refer to the Quick Reporting (Oil) help.


Purpose You use the Work Order Tracking (Oil) application to plan, review, and approve work orders for assets and locations. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed.

The Work Order Tracking (Oil) application lets you perform the following industry-specific tasks:

! View location information associated with the work order that you entered on the Location Details and Operating Context tabs in the Locations (Oil) application on the Work Order Work Details tab.

! Indicate if must review this work order via the Review Required? check box on the Work Order Work Details tab.

! Associate a regulation that you created in the Regulatory Compliance (Oil) application with a work order.

! Associate a condition for work that you created in the Condition for Work (Oil) application with a work order.

! Associate a reason for work that you created in the Prioritization Matrix (Oil) application with a work order.

! Edit a reason for work associated with a work order.



Tabs

The Work Order Tracking (Oil) application has the following enhanced tab:

! Work Order

The Work Order Tracking (Oil) application has the following new tabs:

! Work Details! Regulations

Work Order Tab

The Work Order tab has the following new fields:

! Condition for Work! Reason for Work! Reason for Work Description! Function! Matrix Index! Matrix Priority! Matrix Priority Overridden?! Matrix Priority Overridden Code! Target Dates Overridden?


Work Details Tab

You use the Work Details tab to view information from the Location Details and Operating Context tabs in the Locations (Oil) application. The Work Details tab contains the following information about the physical location associated with this work order:

! operating context! access! area classification

You also can use the Review Required? check box to indicate if a review of this work order is required before someone can complete it.

Work Orders Module 7-3


Work Details Tab

Regulations Tab

You use the Regulations tab to associate regulations with this work order. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this work order. Also, the Regulations table window contains the Applies to Work Order check box.

Regulations Tab

Work Order Tracking (Oil) Actions

The Work Order Tracking (Oil) application has the following industry-specific action:



Overview This chapter lists new industry-specific database tables and their columns. It also lists new columns added to existing Maximo database tables.

JOBPLAN Table

LOCATIONS Table

Oil & Gas Database Tables and Columns 8

COLUMN REQUIRED MAXTYPE LENGTH

PLUSGCFWNUM 0 UPPER 12

PLUSGIMPROVEPLAN 1 YORN 1

PLUSGRFWID 0 INTEGER 12


PLUSGACCESSREQ 0 ALN 12

PLUSGBENNUM 0 UPPER 12

PLUSGCOMCRIT 1 YORN 1

PLUSGDRAWINGREF 0 ALN 16

PLUSGENVCRIT 1 YORN 1

PLUSGEXREGISTERED 1 YORN 1

PLUSGFIREZONE 0 ALN 12

PLUSGFUNCTION 0 UPPER 16

PLUSGHAZAREACLASS 0 ALN 12

PLUSGHAZAREADWG 0 ALN 14

PLUSGISOLEVELBUS 0 ALN 20

PLUSGISOLEVELIND 0 ALN 20

PLUSGISOLEVELINSTN 0 ALN 24

PLUSGISOLEVELPLANT 0 ALN 24

PLUSGISOLEVELSEC 0 ALN 24

PLUSGISOLEVELSYS 0 ALN 24

PLUSGISO14224BUS 0 ALN 20

PLUSGISO14224IND 0 ALN 20

PLUSGISO14224INSTN 0 ALN 24


PLUSGISO14224PLANT 0 ALN 24

PLUSGISO14224SEC 0 ALN 24

PLUSGLATITUDE 0 ALN 12

PLUSGLOCREFERENCE 0 ALN 12

PLUSGLONGITUDE 0 ALN 12

PLUSGLOSSQUANTITY 0 AMOUNT 10

PLUSGLOSSUNITS 0 UPPER 8

PLUSGMAINSTRATEGY 0 ALN 20

PLUSGNORMALOPMODE 0 ALN 12

PLUSGOPCATEGORY 0 ALN 12

PLUSGOPMANUALREF 0 ALN 10

PLUSGOUTAGECONSEQ 0 ALN 20

PLUSGPANDIDNUMBER 0 ALN 24

PLUSGPERMITREQ 1 YORN 1

PLUSGPERMITTYPE 0 ALN 15

PLUSGPHYSLOC 0 ALN 100

PLUSGRBICODE 0 ALN 15

PLUSGREPLACECOST 0 AMOUNT 10

PLUSGRISKASSESSED 1 YORN 1

PLUSGRISKLEVEL 0 SMALLINT 10

PLUSGRISKMETHOD 0 ALN 12

PLUSGRISKTYPE 0 ALN 10

PLUSGSAFETYCRIT 1 YORN 1

PLUSGSAFINTEGLEV 0 SMALLINT 10

PLUSGSLDNO 0 ALN 14

PLUSGSOLOMONEQUIP 0 ALN 25

PLUSGSOLOMONPLANT 0 ALN 4



ORGANIZATION Table

PERSON Table

PLUSGACTBENEFIT Table


PLUSGADDASSETSPEC 1 YORN 1

PLUSGADDFAILCODE 1 YORN 1

PLUSGASLASTRUN 0 INTEGER 12

PLUSGFCLASTRUN 0 INTEGER 12


PLUSGADDCONTACTDET 0 ALN 200

PLUSGRCFAAPPROVER 1 YORN 1

PLUSGSOLNAPPROVER 1 YORN 1


ACTBEN 1 AMOUNT 10

ACTBENUNITS 0 UPPER 8

ACTLABCOST 0 AMOUNT 10

ACTMATCOST 0 AMOUNT 10

ACTSERVCOST 0 AMOUNT 10

ACTTOOLCOST 0 AMOUNT 10

FINALCOST 0 AMOUNT 10

ORGID 0 UPPER 8

PLUSGACTBENEFITID 1 INTEGER 12

PLUSGBENEFITID 0 INTEGER 12

REMARKS 0 ALN 200

SITEID 0 UPPER 8

TASKID 0 INTEGER 12

WONUM 1 UPPER 10

Oil & Gas Database Tables and Columns 8-3

PLUSGASSETREG Table

PLUSGBENEFIT Table


ASSETNUM 0 UPPER 12

ORGID 0 UPPER 8

PLUSGASSETREGID 1 INTEGER 12

PLUSGREGULATIONID 0 INTEGER 12

REGULATIONID 1 UPPER 8

SITEID 0 UPPER 8

WODEFAULT 1 YORN 1


ASSETUID 0 INTEGER 12

BENCALCMETHOD 0 ALN 8

BENNUM 1 UPPER 12

BENQUANTITY 0 INTEGER 12

BENREF 0 ALN 12

BENUNITS 0 UPPER 8

COSTESTCLASS 0 SMALLINT 10

DESCRIPTION 0 ALN 100

ESTBENEFIT 0 AMOUNT 10

ESTBENUNITS 0 UPPER 8

ESTCOST 0 AMOUNT 10

HASLD 1 YORN 1

IMPACTTYPE 0 ALN 8

IMPREQD 1 YORN 1

ISBENANDLOSS 1 YORN 1

ISESTLOSS 1 YORN 1

ISMEASBENEFIT 1 YORN 1

ISREPEATLOSS 1 YORN 1

LANGCODE 1 UPPER 4

LASTUPDATEDATE 0 DATE 4

LOCATIONSID 0 INTEGER 12

LOSSIND 0 ALN 16


LOSSQUANTITY 0 AMOUNT 10

LOSSSOURCE 0 ALN 16

LOSSTYPE 0 ALN 16

LOSSUNITS 0 UPPER 8

OBSERVEDDATE 0 DATETIME 10

ORGID 0 UPPER 8

PERIOD 0 INTEGER 12

PERIODUNITS 0 UPPER 8


POTENTIALLOSS 1 YORN 1

PRICEUNITS 0 UPPER 8

PRODIMPACT 1 YORN 1

RELATEDKPI 0 UPPER 15

RELMEASPOINT 0 UPPER 8

RELMETER 0 UPPER 10

REPORTEDDATE 0 DATETIME 10

SITEID 0 UPPER 8

STATUS 1 UPPER 8

STATUSDATE 1 DATETIME 10

TYPE 0 ALN 20

UNITPRICE 0 AMOUNT 10



PLUSGCFW Table

PLUSGIMPROVE View


ASSOCCFWNUM1 0 UPPER 12

ASSOCCFWNUM2 0 UPPER 12

CFWNUM 1 UPPER 12


FUNCTN 0 UPPER 16

HASLD 1 YORN 1

LANGCODE 1 UPPER 4

ORGID 0 UPPER 8

PLUSGCFWID 1 INTEGER 12

SITEID 0 UPPER 8

STATUS 1 UPPER 8


TYPE 0 ALN 12


PLUSGANALYSISMETH 0 ALN 20




PLUSGCRITTOQUAL 1 YORN 1

PLUSGDEFECTKPI 0 UPPER 15

PLUSGDEFECTMETER 0 UPPER 10

PLUSGDEFECTREF 0 UPPER 10

PLUSGDEFMEASPT 0 UPPER 8

PLUSGDEFMEASREQ 1 YORN 1


PLUSGESTATAPPRBEN 0 AMOUNT 10

PLUSGESTATAPPRCOST 0 AMOUNT 10


PLUSGIMPTYPE 0 ALN 16



PLUSGJOBPLANREG Table


PLUSGMATRIXINDEX 0 INTEGER 12

PLUSGMATRIXPRIOR 0 INTEGER 12

PLUSGMEASTYPE 0 ALN 16

PLUSGMISSIONSTMT 0 ALN 400

PLUSGMPOVERRIDE 1 YORN 1

PLUSGMPOVERRIDECOD 0 ALN 12

PLUSGPROBLEMSTMT 0 ALN 400

PLUSGPROJECTPHASE 0 ALN 16

PLUSGPROJECTTYPE 0 ALN 16

PLUSGREVIEWED 1 YORN 1

PLUSGREVIEWREQ 1 YORN 1

PLUSGRFWNUM 0 UPPER 12


PLUSGTARGETDEFRT 0 AMOUNT 10

PLUSGTEAMLEADID 0 UPPER 30

PLUSGTGTDATEMOD 1 YORN 1


JPNUM 0 UPPER 10

ORGID 0 UPPER 8

PLUSGJOBPLANREGID 1 INTEGER 12



SITEID 0 UPPER 8

WODEFAULT 1 YORN 1



PLUSGLISTIMPBEN Table

PLUSGLISTTEAM Table


COSTESTCLASS 0 SMALLINT 10

ESTBEN 1 AMOUNT 10


ESTCOST 0 AMOUNT 10

ESTLABCOST 0 AMOUNT 10

ESTMATCOST 0 AMOUNT 10

ESTSERVCOST 0 AMOUNT 10

ESTTOOLCOST 0 AMOUNT 10

ORGID 0 UPPER 8


PLUSGLISTIMPBENID 1 INTEGER 12

REMARKS 0 ALN 200

SITEID 0 UPPER 8

TASKID 0 INTEGER 12

WONUM 1 UPPER 10


ORGID 1 UPPER 8

PLUSGLISTTEAMID 1 INTEGER 12

SITEID 1 UPPER 8

TEAMMEMBER 1 UPPER 30

WONUM 1 UPPER 10


PLUSGLOCREG Table

PLUSGLSTATTENDEE Table

PLUSGMATRIXLIST Table


LOCATION 0 UPPER 12

ORGID 0 UPPER 8

PLUSGLOCREGID 1 INTEGER 12



SITEID 0 UPPER 8

WODEFAULT 1 YORN 1


PERSONID 1 UPPER 30

PLUSGLSTATTENDEEID 1 INTEGER 12

TICKETID 1 UPPER 10


ASSETLOCPRIORITY 1 INTEGER 12

FUNCTN 1 UPPER 16

MATRIXINDEX 1 INTEGER 12

MATRIXPRIORITY 1 INTEGER 12

ORGID 1 UPPER 8

PLUSGMATRIXLISTID 1 INTEGER 12

RFWNUM 1 UPPER 12


PLUSGRCFARESULTS Table


ACTIONREQD 1 YORN 1

CAUSE 1 UPPER 8

CAUSEAGREED 1 YORN 1

CAUSEAGREEDBY 0 UPPER 30

CAUSEOWNER 0 UPPER 30

CAUSEPRIORITY 0 SMALLINT 10

CAUSETYPE 0 ALN 16


EVIDENCE 0 ALN 100

HASLD 1 YORN 1

IMPREQD 1 YORN 1

LANGCODE 1 UPPER 4

PLUSGRCFARESULTSID 1 INTEGER 12

REMEDY 0 ALN 20

SOLUTION 0 UPPER 8

TICKETID 1 UPPER 10


PLUSGREGULATION Table


APPLIESTO 1 ALN 10

AUTHORITY 0 ALN 36

COUNTRY 0 ALN 36


EXPIRATIONDATE 0 DATE 4

EXTERNALSYSREF 0 ALN 18

HASLD 1 YORN 1

INSURANCEREQ 1 YORN 1

LANGCODE 1 UPPER 4

NUM 0 ALN 10

ORGID 0 UPPER 8

OWNER 0 UPPER 30


REGION 0 ALN 36


SAFETYCASE 1 YORN 1

SAFETYCASEREF 0 ALN 16

SITEID 0 UPPER 8

STATUS 1 UPPER 8


SUBSECTION 0 ALN 10

TYPE 0 ALN 14

VALIDFROM 1 DATE 4


PLUSGRELATEDREC

PLUSGRFW Table


CLASS 1 UPPER 16

ORGID 0 UPPER 8

PLUSGRELATEDRECID 1 INTEGER 12

RECORDKEY 1 INTEGER 12

RELATEDRECCLASS 1 UPPER 16

RELATEDRECKEY 1 UPPER 10

RELATEDRECORGID 0 UPPER 8

RELATEDRECSITEID 0 UPPER 8

RELATETYPE 1 UPPER 18

SITEID 0 UPPER 8



DISPLAYSEQUENCE 0 SMALLINT 10

FUNCTN 1 UPPER 16

HASLD 1 YORN 1

LANGCODE 1 UPPER 4

ORGID 1 UPPER 8

PLUSGRFWID 1 INTEGER 12

RFWNUM 1 UPPER 12

STATUS 1 UPPER 8



PLUSGSOLNBENLIST Table

PLUSGSOLUTIONLST Table

PLUSGWOREG Table


ESTBENEFIT 0 AMOUNT 10


ESTCOST 0 AMOUNT 10


PLUSGSOLNBENLISTID 1 INTEGER 12

SOLUTION 1 UPPER 8


ISDEFAULT 1 YORN 1

PLUSGSOLUTIONLSTID 1 INTEGER 12

SOLUTION 1 UPPER 8

TICKETID 1 UPPER 10


ORGID 0 UPPER 8


PLUSGWOREGID 1 INTEGER 12

REFAPP 1 ALN 10

REFERENCENUM 1 UPPER 50

REGAPPLIESTOWO 1 YORN 1


SITEID 0 UPPER 8


SOLUTION Table


PLUSGADDCONTACTINF 0 ALN 200

PLUSGAPPBYGLOBAL 0 UPPER 30

PLUSGAPPBYLOCAL 0 UPPER 30

PLUSGAPPBYOWNGRP 0 UPPER 30

PLUSGAPPBYREG 0 UPPER 30

PLUSGEXPIRESDATE 0 DATETIME 10

PLUSGGLOBALAPP 1 YORN 1

PLUSGGLOBALAPPDATE 0 DATETIME 10

PLUSGISGLOBALSOLN 1 YORN 1

PLUSGISLESSLEARNED 1 YORN 1

PLUSGISLOCALSOLN 1 YORN 1

PLUSGISREGSOLN 1 YORN 1

PLUSGLOCALAPP 1 YORN 1

PLUSGLOCALAPPDATE 0 DATETIME 10

PLUSGORIGEMAIL 0 ALN 50

PLUSGORIGINSITE 0 UPPER 8

PLUSGORIGORG 0 UPPER 8

PLUSGORIGPHONE 0 ALN 20

PLUSGORIGSITE 0 UPPER 8

PLUSGOWNER 0 UPPER 30

PLUSGOWNERAPP 1 YORN 1

PLUSGOWNERAPPDATE 0 DATETIME 10

PLUSGOWNERGROUP 0 UPPER 8

PLUSGOWNERGROUPAPP 1 YORN 1

PLUSGOWNGRPAPPDATE 0 DATETIME 10

PLUSGREGAPPDATE 0 DATETIME 10

PLUSGREGIONALAPP 1 YORN 1

PLUSGREPDATE 0 DATETIME 10

PLUSGSOLNREF 0 UPPER 8

PLUSGSOLORIGINATOR 0 UPPER 30

PLUSGSOLUTIONCAT 0 ALN 20

PLUSGVALIDFROM 0 DATETIME 10


TICKET Table


PLUSGAARDATE 0 DATE 4

PLUSGAARFACIL 0 UPPER 30

PLUSGAARLEAD 0 UPPER 30

PLUSGAARREFNO 0 ALN 16

PLUSGACCEPTINC 1 YORN 1

PLUSGANALYSISCOMP 1 YORN 1

PLUSGAPPROVALDATE 0 DATE 4

PLUSGBEHAVCONSEQ 0 ALN 250

PLUSGBEHAVOBSERV 0 ALN 250


PLUSGDEFECTELIM 1 YORN 1

PLUSGDEFECTREF 0 ALN 24

PLUSGDEFECTTYPE 0 ALN 16

PLUSGEXTINCREF 0 ALN 20

PLUSGHIGHCONTEXT 1 YORN 1

PLUSGINCCONTEXT 0 ALN 250

PLUSGINCIMPACT 0 ALN 16

PLUSGINCREVBY 0 UPPER 30

PLUSGINCTYPE 0 ALN 16

PLUSGINITDATE 0 DATE 4

PLUSGINVESTLEAD 0 UPPER 30

PLUSGINVESTREQD 1 YORN 1

PLUSGISDEFECT 1 YORN 1

PLUSGISINVESTIG 1 YORN 1

PLUSGISLESSLEARNED 1 YORN 1

PLUSGISLOCAL 1 YORN 1

PLUSGISREGIONAL 1 YORN 1

PLUSGISREVIEWREQD 1 YORN 1

PLUSGKNOWAREA 0 ALN 20

PLUSGMANRCFA 1 YORN 1

PLUSGNEWCLASS 0 ALN 254

PLUSGRCFAACTLDATE 0 DATE 4


PLUSGRCFAANYSTYPE 0 ALN 18

PLUSGRCFAAPP 1 YORN 1

PLUSGRCFAAPPBY 0 UPPER 30

PLUSGRCFALEAD 0 UPPER 30

PLUSGRCFAREQBY 0 ALN 18

PLUSGRCFATARGDATE 0 DATE 4

PLUSGRELATETOLOCAL 1 YORN 1

PLUSGRELTOREGIONAL 1 YORN 1

PLUSGREPORTABLE 1 YORN 1

PLUSGROOTCAUSEIDEN 1 YORN 1

PLUSGSTRATEGIC 1 YORN 1

PLUSGSUGGCAUSE 0 ALN 20

PLUSGSUGGESTCLASS 0 UPPER 20

PLUSGSUGGREMEDY 0 ALN 20

PLUSGWHATACTUAL 0 ALN 250

PLUSGWHATHAPP 0 ALN 250

PLUSGWHYDIFF 0 ALN 250



WORKORDER Table


PLUSGANALYSISMETH 0 ALN 20




PLUSGCRITTOQUAL 1 YORN 1

PLUSGDEFECTKPI 0 UPPER 15

PLUSGDEFECTMETER 0 UPPER 10

PLUSGDEFECTREF 0 UPPER 10

PLUSGDEFMEASPT 0 UPPER 8

PLUSGDEFMEASREQ 1 YORN 1


PLUSGESTATAPPRBEN 0 AMOUNT 10

PLUSGESTATAPPRCOST 0 AMOUNT 10


PLUSGIMPTYPE 0 ALN 16



PLUSGMATRIXINDEX 0 INTEGER 12

PLUSGMATRIXPRIOR 0 INTEGER 12

PLUSGMEASTYPE 0 ALN 16

PLUSGMISSIONSTMT 0 ALN 400

PLUSGMPOVERRIDE 1 YORN 1

PLUSGMPOVERRIDECOD 0 ALN 12

PLUSGPROBLEMSTMT 0 ALN 400

PLUSGPROJECTPHASE 0 ALN 16

PLUSGPROJECTTYPE 0 ALN 16

PLUSGREVIEWED 1 YORN 1

PLUSGREVIEWREQ 1 YORN 1

PLUSGRFWNUM 0 UPPER 12


PLUSGTARGETDEFRT 0 AMOUNT 10

PLUSGTEAMLEADID 0 UPPER 30


WPEDITSETTING Table

NOTE You can see additional Oil & Gas columns in the Maximo views for the TICKET and WORKORDER tables.

PLUSGTGTDATEMOD 1 YORN 1


PLUSGEDITBENEFIT 1 YORN 1



Notices

This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to:

IBM Director of LicensingIBM CorporationNorth Castle DriveArmonk, NY 10504-1785U.S.A.

For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to:

IBM World Trade Asia CorporationLicensing2-31 Roppongi 3-chome, Minato-kuTokyo 106-0032, Japan

The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law:

INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you.

This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice.

Any references in this information to non-IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those

© Copyright IBM Corp. 2007 Notices-1

Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk.

IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purpose of enabling: (i) the exchange of information between independently created programs and other programs (including this one) and (ii) the mutual use of the information which has been exchanged, should contact:

IBM Corporation2Z4A/10111400 Burnet RoadAustin, TX 78758 U.S.A.

Such information may be available, subject to appropriate terms and conditions, including in some cases, payment of a fee.

The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement, IBM International Program License Agreement or any equivalent agreement between us.

Information concerning non-IBM products was obtained from the suppliers of those products, their published announcements or other publicly available sources. IBM has not tested those products and cannot confirm the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on the capabilities of non-IBM products should be addressed to the suppliers of those products.

All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only.

This information contains examples of data and reports used in daily business operations. To illustrate them as completely as possible, the examples include the names of individuals, companies, brands, and products. All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental.

If you are viewing this information softcopy, the photographs and color illustrations may not appear.

Trademarks

AIX, IBM, IBM Corporation, the IBM logo, Tivoli, and WebSphere are registered trademarks of the International Business Machines Corporation in the United States, other countries, or both.

Intel, the Intel logo, and Pentium are registered trademarks of the Intel Corporation in the United States, other countries, or both.

Microsoft, Windows, and Internet Explorer are registered trademarks of Microsoft Corporation in the United States, other countries, or both.

Notices-2 IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the United States, other countries, or both.

Sun, Sun Microsystems, the Sun logo, and Solaris are trademarks of Sun Microsystems, Inc.

Linux is a trademark of Linus Torvalds in the United States, other countries, or both.

UNIX is a registered trademark of The Open Group in the United States and other countries.

Other company, product, and service names may be trademarks or service marks of others.

Notices-3

Notices-4 IBM Maximo for Oil and Gas: Maximo User�s Guide Addendum

Documents

Maximo User™s Guide Addendum - IBMpublib.boulder.ibm.com/tividd/td/ITMfOaG/SC23-8724-00/en_US/PDF/63...Purpose You use the Organizations (Oil) application to set up the organizations