MAXIMO Video Support & Effort

[rebekkabry]

Objective: Transform ready made PDF and other documents into short, simplified videos that can be used to support training efforts and training library.

Plan:

• [x] Work with MAXIMO support team to determine which documents are still valuable and show the steps needed for the process at hand.
• [ ] Create MAXIMO Desktop Videos/Attempt to mirror for EZMAX. All videos ideally show cover 1 topic and be less than 3 mins in length.
• [x] Create Scribe account (trial) invite team members to create and edit views.
• [ ] Investigate application purchase or inclusion of city's license @dianamartin
• [ ] Determine which question(s) could be used with the video to show retention of the most important aspects.
• [ ] Upload videos into MAXIMO training libraries.

Resources:

• Current MAXIMO documents
• Scribe platform
• Sharepoint
• Github

[rebekkabry]

Videos To Attempt:

1. Create account 3/19

• CTM creates account,
• DTS MAXIMO create start centers
• DTS MAXIMO verify with users if able to access and see the start center (there may be an "actuals" connection; this is the work order connection)
• DTS creates the Labor system (not CTM)
  • User/Person ID/Labor ID (3 aspects of user account)
  • DTS links Labor ID to perform
  • Start Centers Change Often

Link to Verify Account and Confirm Correct Work Group Portlets

• Possible Q/A Insert: confirm workgroup start center is create.
  • [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desktop
  • [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desk Mobile App
  • Video is already created.
  • [ ] Do we want to use this video for PDF or document generation?

How Do We Search for Work 

• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desktop
• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desk Mobile App

Advanced Search 

• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desktop
• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desk Mobile App

Start Center and Portlet Meanings

• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desktop
• [ ] Create Verify Account and Confirm Correct Work Group Video/PDF for Desk Mobile App

Meaning of Icons 

• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desktop
• [ ] Create Verify Account and Confirm Correct Work Group Video/PDF for Desk Mobile App

Create or View Work order 

• add the steps of the work order. Use #16288 to map for each tab and specifications for each Work Group.
• Staff does not create WO,
• [x] Create Verify Account and Confirm Correct Work Group Video/PDF for Desktop
• [ ] Create Verify Account and Confirm Correct Work Group Video/PDF for Desk Mobile App

Next Steps:

• [x] schedule meeting to record new videos. start with

[rebekkabry]

EZ Max Mobile Videos

Basic Navigation Setting Up Maximo Updating the Server URL How to Set-Up and Log Into EZMaxMobile Navigating and Viewing Work Orders

How to Update Actuals

How to Update Other Work Order Tabs

FAQ and Quick Reference Guides

[dianamartin]

4/4/2024

• [x] Set up scripts for troubleshooting video
• [x] Define the areas of troubleshooting:

[rebekkabry]

• [x] Meeting scheduled 4/30 for "how to troubleshoot a work order"
• [x] if time permits, will record Flex Note 2 as well.

[rebekkabry]

Video segments documented here: #16817