Tech III Training Preparation

[rebekkabry]

Background

As we prepare for the Pavement Training Sessions, we are focusing on the training material content that we will be focusing on during the sessions (Tech 3 and Crew )

Maximo Training Hierarchy.pdf

Plan

• Review the PPT Video and Script from Adry
  • Basic Navigation - Log In
  • Basic Navigation - Start Center and Portlets
  • Basic Navigation - Favorites Lists, Reports, Bulletin
  • Navigation Icons
  • Basic Navigation - Searching for a Work Order
  • Slide 15: Consider using as live demo training for each member on their personal devices.
  • Basic Navigation - Work Order Tracking Tabs for each WO tab
  • Basic Navigation - Viewing Work Order History
• Which videos are covered from the content
  • [x] Basic Navigation (T3/C)
  • [x] Components of Work Order Tabs
  • [ ] How to Complete a SBO Work (T3/C) - per work group #16288
• [ ] Work on uncovered content areas during 4/16/24 work session (live record all sections remaining below)
• [x] Get access to Adry Scribe recordings from last work session - SBO Work Order Tracking
• Decide best platform for video capturing (PPT video, Scribe, Teams Record, Etc)
• Condense video and prep for Sharepoint or Github upload.

Content Checklist

• [x] Basic Navigation (T3/C)
• [ ] How to Complete a Work (T3/C) #16771 - aligned project with Pavement Work Order checklist updates
  • [ ] Started in both Adry PPT and Model WO projects.
• [x] How to Troubleshoot a Work Order (T3/C) Work with @adry-martinez
  • [x] View Work Order History? (already created in Adry PPT)
  • [x] Change Status
  • [x] Correcting Actuals* (once entries are saved, they are locked in; in response you have to negate the line entry (-1 it out))
  • [x] Missing Assets (when missing rotating assets or employee, DTS entry ticket is needed)
  • [x] Updating Classifications to New Specs. (showing on one and not on the other)
  • [x] Duplicate Calls (previous issue 16026)
  • [x] Can't locate WO in MAXIMO (previous issue 16671)
• [ ] How to Send CSR Feedback (T3/C)
• [x] How to Resolve Flex Field 2
  • [x] What is flex field 2
  • [x] Where to find Flex Field 2
  • [x] How is flex field 2 used
  • [x] When do we use flex field 2
  • [x] Who uses flex field 2
• [ ] How to Pull a Report
  • [ ] Already recorded or need to record more?
• [ ] Data Quality
• [x] How to Relate Records
• [ ] How to add a Job Plan

[rebekkabry]

Basic Navigation Material

Other Possible Content Material

[Basic Navigation Live Teams Recording](https://drive.google.com/file/d/1d8YypmKj0gpWfLeNm60yATmKYCryFMTI/view?usp=sharing)

• Access MAXIMO Desktop Video (0:00 to 1: 13)()
• Portlets and Confirm Start Center (1:14 to 1:34)
• Basic Navigation - Icons and Menu: Profiles, Reports and Bulletin Boards (1:35 to 4:26)

Related Work Orders Explained - Pavement Seal Coat

• Introduction and Requirements for Related Work Order / Triage (0:00 - 1:00)
• Confirm if its the Parent or the Children (1:01 - 1:41)
• How to Relate the Work Order and Search (1:42 - 3:05)
• Related Work Orders Explained -Utilities and Structures (3:14 or 3:57 to 4:22)

Advanced Search within SBO Work Orders

• Access Advanced Search (0:31 to 0:44)
• How to Search within Advanced Search: Status, Work Group, Description, Service Address Problem Code or Long Description (0:45 to 2:27)
• Systems Error Message (2:28 to 2:50)
• Reviewing Search Results and Function Usage (2:51 to 3:57)

[rebekkabry]

Q/A or Retention Tests

• Slide 15 of Adrys PPT would be great to test = search for work (mirror other topics)

[rebekkabry]

5/9/24

• Recorded Flex Field 2 and CSR Feedback Process
• Previously recorded how to troubleshoot video
• How to Troubleshoot Video in TEST extended
• [ ] Next phase is the document segments
• [ ] Update #16286

[rebekkabry]

What is Flex Field 2

• Backstory of Flex Field 2 (0:11 - 0:53)
• What and where is Flex Field 2? (0:54 - 1:07)
• How to select a group? (1:08 - 1:28)
• How we use Flex Field 2 to Assign? (1:29 - 2:40)
• How we use Flex Field 2 to Review: Portlet View/CSR Response? (2:41 - 4:07)

How to Troubleshoot a Work Order

• Search for a Work Order - not coming up/ browser not loading, show process : (0:04 to 3:44)
• Find Archive Records: Individual via All Records and 5CLOSED items: (3:45 - 4:19)
• When 5CLOSED changes needed: (4:20 - 4:44)

How to Troubleshoot - Correcting Actuals

• Confirm Status- (0:07 to 0:45)
• Correcting Incorrect Status Change; (0:46 to 1:00)
• If in 4STATUS process/process to add work note: (1:01 to 2:20)
• Add actuals: (2:21 to