Maximo User's Guide Addendumpublib.boulder.ibm.com/tividd/td/ITMfTP/62_mx_trn_ugadd/...Organizations (Oil) Application 1-2 IBM Maximo for Oil and Gas: Maximo User’s Guide Addendum

Release 2

Maximo User’s Guide Addendum

IBM Maximo for Oil and Gas

First Edition (November 2006) This edition applies to Release 2 of IBM Maximo for Oil and Gas and to all subsequent releases and modifications until otherwise indicated in new editions.

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 2006. 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. © 1998-2005 Centennial Software Limited.

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.

Maximo Discovery MSDE Copyright © Microsoft® Corporation.

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

Portions © 1991 Pegasus Imaging Corp.

IBM Maximo Mobile Portions © 2005 DataMirror, Inc.

Portions © 2000-2005 Zaval Creative Engineering Group.

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

Note Before using this information and the product it supports, read the information in “Notices” on page Notices-1.

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi

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

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

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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8

Job Plans (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8Routes (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9Route Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Routes (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9

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

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

© Copyright IBM Corp. 2006 iii

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

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

Chapter 5: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Quick Reporting (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Quick Reporting (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Work Order Tracking (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Location Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Work Order Tracking (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4

Chapter 6: Oil & Gas Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

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

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

About This Guide

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

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. The solution also addresses issues faced by the industry, such as regulatory compliance, matrix-based prioritization, and forward planning of work according to plant conditions, which standard Maximo applications do not cover. Finally, it also provides a pre-load of Maximo failure and asset classification data in accordance with industry standards.

Related Documentation

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

IBM Maximo for Oil & Gas Installation Guide

The IBM Maximo for Oil & 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 serverIBM MaximoActuate®

© Copyright IBM Corp. 2006 v

Support

Support

IBM Corporation users with a valid Annual Customer Support Plan (ACSP) can obtain product support online at Support Online: support.mro.com.

Support Online includes information about product releases, software patches, and documentation updates. To find the most current version of a document, refer to the Knowledge Base on this site.

IBM Maximo Multisite Administrator’s Guide

Describes how to configure IBM Maximo for a Multisite implementation.

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

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

http://support.mro.com

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.

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.

Administration Module 1Application Oil & Gas Function

Organizations (Oil) Specify oil and gas options for work orders.

© Copyright IBM Corp. 2006 1-1

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 ordersLoad 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 Oil & Gas-specific actions:

Work Order - Prioritization Matrix OptionsUpdate Failure CodesUpdate Asset Specifications

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

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.


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

s (Oil) Application

Work Order - Prioritization Matrix Options

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

Organization

Administration Module 1-3


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 DetailsOperating ContextRegulations


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 manualsArea Classifications - classifications for hazardous area, fire zone, explosion proof, and permit required to perform work Access - requirements needed to perform workProduction Impact


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

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

Assets Module 2-3


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:

Select Regulations

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

Assets Module 2-5



Overview The Planning module has three Oil & Gas-specific applications and two cloned applications. This chapter describes the Oil & Gas-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 Oil & Gas-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.


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:

ListCondition 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 of the Condition for Work (Oil) application 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 StatusDuplicate Condition for WorkDelete 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:

ListRegulation



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

Regulatory Compliance (Oil) Actions

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

Change StatusDelete RegulationDuplicate Regulation

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:

ListReason 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 StatusDelete Reason for WorkDuplicate 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

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 tab:

Job Plan

Job Plan Tab

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

Condition for WorkCondition for Work DescriptionReason for WorkFunction

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

Job Plans (Oil) Actions

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


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 WorkCondition for Work DescriptionReason for WorkFunction


Routes (Oil) Actions

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

Planning Module 3-9



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:

PMJob Plan Sequence

PM Tab

The PM tab has the following industry-specific fields:

Condition for WorkCondition for Work DescriptionReason 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 DescriptionFunction


Job Plan Sequence Tab

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

Condition for WorkCondition for Work DescriptionReason for WorkReason for Work DescriptionFunction


Preventive Maintenance (Oil) Actions

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


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 Regulation table window contains the Applies to Work Order check box.

Work Orders Module 5Application 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:

Select Regulations

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 Location Details tab.

Indicate if must review this work order via the Review Required? check box on the Work Order Location 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:

Location DetailsRegulations

Work Order Tab

The Work Order tab has the following new fields:

Condition for WorkReason for WorkReason for Work DescriptionFunctionMatrix IndexMatrix PriorityMatrix Priority Overridden?Matrix Priority Overridden CodeTarget Dates Overridden?



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

operating contextaccessarea 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 5-3



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 Regulation 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:

Select Regulations


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

LOCATIONS Table

Oil & Gas Database Tables and Columns 6

COLUMN NULLS MAXTYPE LENGTH

PLUSGPHYSLOC 1 ALN 100

PLUSGPANDIDNUMBER 1 ALN 24

PLUSGHAZAREACLASS 1 ALN 12

PLUSGFIREZONE 1 ALN 12

PLUSGDRAWINGREF 1 ALN 8

PLUSGOPMANUALREF 1 ALN 10

PLUSGHAZAREADWG 1 ALN 14

PLUSGSLDNO 1 ALN 14

PLUSGEXREGISTERED 0 YORN 1

PLUSGPERMITREQ 0 YORN 1

PLUSGACCESSREQ 1 ALN 12

PLUSGOUTAGECONSEQ 1 ALN 20

PLUSGISO14224INSTN 1 ALN 16

PLUSGISO14224PLANT 1 ALN 16

PLUSGISO14224SEC 1 ALN 16

PLUSGSOLOMONEQUIP 1 ALN 16

PLUSGSOLOMONPLANT 1 ALN 16

PLUSGNORMALOPMODE 1 ALN 12

PLUSGOPCATEGORY 1 ALN 12

PLUSGMAINSTRATEGY 1 ALN 20

PLUSGRISKASSESSED 0 YORN 1

PLUSGRISKTYPE 1 ALN 10

PLUSGRISKMETHOD 1 ALN 12

PLUSGRISKLEVEL 1 SMALLINT 4

PLUSGSAFINTEGLEV 1 SMALLINT 4


JOBPLAN Table

ORGANIZATION Table

PLUSGASSETREG Table

PLUSGCFW Table

PLUSGBUSINESSUNIT 1 ALN 12

PLUSGFUNCTION 1 UPPER 16

PLUSGSAFETYCRIT 0 YORN 1


PLUSGCFWNUM 1 UPPER 12

PLUSGRFWID 1 INT 4


PLUSGADDFAILCODE 0 YORN 1

PLUSGADDASSETSPEC 0 YORN 1


REGULATIONID 0 UPPER 8

SITEID 0 UPPER 8

ASSETNUM 1 UPPER 12

ORGID 0 UPPER 8


CFWNUM 0 UPPER 12

ORGID 1 UPPER 8

DESCRIPTION 1 ALN 100

STATUS 0 UPPER 8

STATUSDATE 0 DATETIME 10

TYPE 1 ALN 12



PLUSGJOBPLANREG Table

PLUSGLOCREG Table

PLUSGMATRIXLIST Table

PLUSGREGULATION Table

SITEID 1 UPPER 8

ASSOCCFWNUM1 1 UPPER 12

ASSOCCFWNUM2 1 UPPER 12

FUNCTN 1 UPPER 16



ORGID 0 UPPER 8

SITEID 0 UPPER 8

JPNUM 1 UPPER 10



ORGID 0 UPPER 8

SITEID 0 UPPER 8

LOCATION 1 UPPER 12


RFWNUM 0 UPPER 12

ORGID 0 UPPER 8

ASSETLOCPRIORITY 0 INT 12

MATRIXINDEX 0 INT 12

MATRIXPRIORITY 0 INT 12

FUNCTN 0 UPPER 16





Oil & Gas Database Tables and Columns 6-3

PLUSGRFW Table

PLUSGWOREG Table

ORGID 0 UPPER 8

SITEID 0 UPPER 8

OWNER 1 ALN 30

NUM 1 ALN 10

TYPE 1 ALN 10

APPLIESTO 1 ALN 10

STATUS 1 UPPER 8


AUTHORITY 1 ALN 36

COUNTRY 1 ALN 36

REGION 1 ALN 36

VALIDFROM 0 DATE 10

EXPIRATIONDATE 1 DATE 10

EXTERNALSYSREF 1 ALN 18

INSURANCEREQ 0 YORN 1


RFWNUM 0 UPPER 12

ORGID 0 UPPER 8

FUNCTN 0 UPPER 16


STATUS 0 UPPER 8


DISPLAYSEQUENCE 0 SMALLINT 4



REFERENCENUM 0 UPPER 50

REFAPP 0 ALN 10

REGAPPLIESTOWO 0 YORN 1


WORKORDER Table

ORGID 0 UPPER 8

SITEID 0 UPPER 8


PLUSGCFWNUM 1 UPPER 12

PLUSGMATRIXINDEX 1 INT 12

PLUSGMATRIXPRIOR 1 INT 12

PLUSGRFWNUM 1 UPPER 12

PLUSGMPOVERRIDE 0 YORN 1

PLUSGTGTDATEMOD 0 YORN 1

PLUSGMPOVERRIDECOD 1 ALN 12

PLUSGFUNCTION 1 UPPER 16


Oil & Gas Database Tables and Columns 6-5


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Documents

Maximo User's Guide Addendumpublib.boulder.ibm.com/tividd/td/ITMfTP/62_mx_trn_ugadd/...Organizations (Oil) Application 1-2 IBM Maximo for Oil and Gas: Maximo User’s Guide Addendum