Maximo Daily Task List - Internal Documentation

[rebekkabry]

Background

• Prepare a repository for internal processes of Maximo Common Tasks.
• If already documented, link here.
• Document via video record, where needed

Tasks

• Create Account (include communication needed, etc)
• Modify Account
• Security Group Authorization Process
• Create Start Center
  • Add Portlet
  • Change Portlet - (How to add to Report List)
• Escalation Process Documentation
• Update Work Order SI for all WO
• Update User Rights for Domains (updating Asset Management)
• Change Rights to Reports and Start Center
• Start Center Administration
• Job Plans
  • How to Update and Add New Labor
  • Add Job Plan Issue Example
• Update Failure Reporting Hierarchy Issue Example
• All Reporting Process
• Specification Not Captured - Grandparent Missing Example Issue
• Training
• Report Management
• Call for Query without speciifications
• Assign Attributes for Classifications Scribe
• Bulk Work Order creation or change
• How to call for query in search fields option
• DT PM Monthly Report

Monday

• [x] Send 311 Overdue Report
  • Work with @ReneVarg25 to see process for absence.
• [x] Review pending reports with CTM
  • Already taken care with Ganesh - backlog clean up
  • Reports - will be working with Ganesh
  • Bi-Weekly meetings with CTM - they will keep us in the loop about ESB (communication with AW,311), outages, MAXIMO moving slow, SR issues in the system.
• [x] ~Prepare agenda for Maximo sync~
• [x] Schedule Mini - Syncs to continue with Ganesh and Rene
  • We are doing as a team
  • Mini Sync - need to have a space to discuss individual projects and scoping (Bi-Weekly)
    • Bi-Weekly 1:1 for scoping
  • Maximo Sync - higher level of projects, not a great space for individual issues.
• [x] PM Downtown Maintenance WO per Month Data Load Needed (speaking with Ganesh about automation) - PM creating WOs at the end of the month. (see recording)
  • performances on how often, what is used, etc.
  • @adry-martinez will follow up with Ganesh on the status of these automated reports?
    • Preventative Maintenance Tab in MAXIMO
    • PM - SBODTE
    • Generate Work Order (uncheck frequencies)
    • Add the name of the month to the report (after the report creates)
    • go back into SBO Work Order Tracking screen
    • Reported Date: type TODAY
    • Description PARENT
    • Look for the grandparent for the parent
    • Add the Parent Work Order
    • "Sidewalk Cleaning, Month, Parent FYYY
    • Send email that says here are the work orders for the month of X.
    • POC = Vincent G.

Tuesday

• [x] ~Utilities and Structures Data QR~
  • Do not worry, these are being sent out weekly.
  • Will also discuss during stakeholder meetings.
• [x] Follow up with AWU re: monthly data consolidation report by Rene
  • SBO AWU report for month
  • Report: SBO AWU Locations Response
  • Pull report and send. No changes needed. POC Casey, get emailed report and if something breaks.
  • Get added to the email from Casey
• [x] Complete 311 Data Quality by Rene

Wednesday

• [x] District Maintenance Data QR
  • Continue to discuss during stakeholder meetings

Thursday

• [x] Pavement Ops Data QR
  • Continue to discuss during stakeholder meetings
• [x] Draft Maximo Newsletter
  • Quarterly - Rene has been spearheaded this
  • Last One:
• [x] Check in with PCs to see if they need Maximo support
  • We are already working with them on stakeholder recurring meetings.

Friday

• [x] ~Review 16111 Austin 311/SBO~
• [x] 311 Data Quality by Rene

When Maximo is Down Process Maximo Outage Notification Process Document

[rebekkabry]

6/6/24

• Worked with Adry to map out daily tasks -see updates above.