Proposal MAXIMO Work Order Life Cycle Diagrams Approach (SBO WOLC Template)

[rebekkabry]

Proposal Approach: MAXIMO support teams have done a great job creating documentation that captures that original/intended processes for the Work Order Life Cycle. It could be beneficial to coordinate Assessment efforts into these diagrams, creating diagrams specific to each work group directly addressing each WOLC phase for each respective SR code, WO typeand/or Workgroup.

MAXIMO WOLC Documentation: Template to fill for each WG/WO/SR type.

Framework

Could each work group map their processes/codes by walking through the following:

1. Create New Work Order

2. Emergency Factors?

3. Work Order Screening/Planning/Scheduling Process

   • Results
     • Yes - Valid Work Order
     • Not Ours
     • No
     • Maybe
   • Work Orders
     • Parent/Child Work Orders
     • Follow Up Work Orders
     • Classifications

4. Work Order Assignment Process

5. Work Order Dispatch Process

6. Work Performance

7. Work Order Q/A and Analysis Process

8. Work History Access Points (Process)

   Thought: Is there a way to standardize non SBO (and non operating SBO) into our framework Work Ordering Management? Are there current alignments or completely different processes? Could be sent as a questionnaire form, follow-ups and reviews can be meetings to discuss what they have had time to put in.

9. . Have each group high light which codes are used in their workgroups. Thought: Which codes are being used correctly? Are there standards we can adapt and integrate to non developed departments?

[rebekkabry]

Work Group Document Files

1. PW SBO Acronyms and Abbreviations
2. App's SR Code to Division/Program File (created by Diana - legacy documentation)

Project Synergies, Support and Alignments

15174

[rebekkabry]

Sample Work Group Framework Complete (transfer the excel to swim lines and process maps)

Template

Divisions/Programs	Division XYZ
WorkOrder/SR Types	WO Type: SWO and SPL
i. Create New Work Order	311 call comes into Austin Call Center, with notes about xyz.
ii. Emergency Factors?	CSR investigates to determine this is not an emergency, by checking xyz. Once confirmed, the WO is updated in Application X with notes. WO is then XYZ.
iii. Work Order Screening/Planning/Scheduling Process	WO now into MAXIMO work order intake process, assigned to X group from the original investigation
A.RESULTS	--
a1. Yes - Valid Work Order	Assigned to appropriate WO (IDS used are?)
a2. Not Ours	Status notes updated to XYZ and closed.
a3. No	Status notes updated to XYZ and closed.
a4. Maybe	Status notes updates to XYZ and sent to pending status, pending DM and SI investigation and triage.
B.WORK ORDERS LEVELS	Wos are tagged as "xyzas12"
b1. Parent/Child Work Orders	When child records are created? Tagged by?
b2. Follow Up Work Orders	Follow up work orders seen as, tagged as?
b3. Classifications	Definitions of classifications to business function
iv. Work Order Assignment Process	If Yes, assigned to which groups; if no or maybe assigned to which groups. Where and how?
v. Work Order Dispatch Process	How does the dispatch process work? Is labor and parts shown in the records?
vi. Work Performance	Where are notes updated/ Where are the connection points to real time data or records/
vii. Work Order Q/A and Analysis Process	What Q/A process in place? Where are those notes saved and recorded.
viii. Work History Access Points (Process)	Where does your team review previous notes on the same asset?

[rebekkabry]

https://miro.com/app/board/uXjVN7sxj9I=/

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