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Test C2010-595: IBM Maximo Asset Management V7.5 Fundamentals


Section 1:Asset Management


  1. Given a set of failure classes, create a failure hierarchy by defining the problems, causes, and remedies and associating a failure class with an asset so that asset failures can be tracked.
    With emphasis on performing the following tasks:

    1. Create a failure class.

    2. Assign other failure classes as the problems, causes, and remedies of asset/location failures hierarchies.

    3. Associate failure class with an asset or location.

  2. Given a physical or virtual location within a site and organization, create a location record, assign it to a system of locations, and track location information such as assigned users, custodians, and meters so that a location's characteristics can be defined.
    With emphasis on performing the following tasks:

    1. Create a location for a physical or virtual site.

    2. Assign a location to a hierarchical or network system of locations.

    3. Assign users and custodians to a location (optional).

    4. Associate a meter with a location (optional).

  3. Given physical or logical meters, meter type and any applicable attribute, describe the purpose of meters, meter groups, and the three different meter types, create meter definitions in the Meters application, and described the various applications that use meters so that meters are defined and their uses described.
    With emphasis on performing the following tasks:

    1. Describe the purpose of meters and meter groups.

    2. Identify the 3 different Meter types.

    3. Create meter definitions by using the Meters application.

    4. Describe the various applications where a meter can be associated.

  4. Given an asset in a non-inventory location and a shared item set between swap destinations, describe the limitations and options of where assets can be moved to and from, the requirements for swapping assets, execute a mass move of assets, and swap assets between locations so that asset moves and swaps are understood and performed.
    With emphasis on performing the following tasks:

    1. Describe the limitations of where asset can be moved to/from.

    2. Execute a mass move of assets.

    3. Describe the requirements for swapping assets.

    4. Swap assets between locations.

  5. Given an item master, companies, locations, master preventive maintenance, meters, classifications, and data sheets, describe, create, use ,and apply an asset template so that a template is described, created, and new assets are created or the template is applied to an existing asset.
    With emphasis on performing the following tasks:

    1. Describe an asset template.

      1. An asset template is a template with common asset information that you can then apply to multiple assets. This can contain spare parts, meters, data sheets, a specification and preventative maintenance information can also be specified for an asset template.

    2. Create an asset template.

      1. In the Asset Template application, click New Asset Template.

      2. Enter an asset template identifier and description.

      3. Specify the information for the asset template in the Details section. The data in these fields are applied to all assets that is based on the template.

      4. Save the asset template.

    3. Create an asset(s) from a template.

      1. In the Asset Templates application, select the asset template that you want to generate assets from.

      2. Open the Generate New Assets window.

      3. Click Generate New Assets.

      4. Select a site and click OK.

      5. Specify the default asset data that you want the assets to share.

      6. Specify the quantity of assets that you want to generate.

      7. Specify the starting asset number for the series of asset numbers.

      8. If your organization requires a prefix or a suffix for the asset number, specify a value.

      9. Click Generate Asset. The Assets table is populated with assets based on your input.

      10. Optional: For assets that are generated with serial numbers, complete the serial numbers so that each asset has the correct unique serial number.

      11. Optional: To add an individual asset record, click New Row.

      12. Click OK. The assets are created based on the asset template.

    4. Apply an asset template to an existing template.

      1. In the Asset Templates application, select the asset template that you want to apply to existing assets.

      2. Open the Apply to Existing Assets window:

      3. Click Apply to Existing Assets.

      4. Select a site and click OK.

      5. Specify the default asset data that you want the assets to share.

      6. Click OK to apply the asset template to the existing assets.

  6. Given that the maintenance of assets and parts frequently require the replacement of parts and subassemblies, define and describe asset subassemblies and spare parts so that they may be readily identified when needed for replacement during repair and maintenance actions.
    With emphasis on performing the following tasks:

    1. Demonstrate addition of a spare part to an asset by issuing the part on a work order against a listed asset,

      1. Selecting Spare parts by using Select Asset Spare Parts or Select Materials from the Materials tab on the Work Order planning page.

    2. Demonstrate the process of adding subassemblies to an asset on the Spare Parts page of the asset record.

    3. Demonstrate the process of adding a Spare Part to an asset on the Spare Parts page of the asset record.

    4. Demonstrate the process of adding children to an Item on the Item Assembly Structure page of the Item Master record.

  7. Given the need for attributes to be added to a new or existing classification; add attributes to a new or existing classification so that they can be used in other applications.
    With emphasis on performing the following tasks:

    1. In the Classifications application, create or search for and select the classification record you want to add attributes to.

    2. Add attributes to the classification record in order to describe the characteristics of classifications by creating the attribute then associating it with the classification. To create the attribute(s):

      1. From the Select Action menu, select Add/Modify Properties -> Attributes.

      2. Add a New Row in the Attributes table window.

      3. Enter the information for the new attribute.
        -Required fields are: Attribute ID and Data Type (ALN, NUMERIC or TABLE).
        -Optional fields are: Prefix, Organization, Site, Unit of Measure and Domain.
        -Use a Domain to validate an entered attribute value against the values in a particular alphanumeric list (ALN domain), numeric list (Numeric domain) or values in a particular database column (Table domain).

      4. Repeat the previous two steps per attribute you wish to add.

      5. Click OK.

    3. Add attributes to the classification record by associating an attribute with the classification.

      1. In the Attributes table window, click on the New Row button.

      2. To associate an existing attribute:
        -Enter the attribute ID or click on the Select Value icon to select it from the Select Value dialog box.
        -Data from the attribute definition is brought over.

      3. To associate a new attribute:
        -Enter the new attribute ID and tab out.
        -Click on the Information icon displayed in the field.
        -Answer "Yes" to the message indicating that the attribute is not a valid attribute and if you would like to add it.
        -Enter the required field Data Type
        -Optionally, enter a Domain. If the Domain is a Table domain, you also must indicate Table Attribute (attribute name) and Lookup Name for the table domain.

      4. Enter the information for the optional fields as necessary :
        -Organization: To make the attribute organization specific.
        -Site: To make the attribute site specific.
        -Unit of Measure: To further describe the attribute value.
        -Section: To indicate the section the attribute is part of. Grouping attributes into sections allows using the same attribute in different sections, and therefore allows using the same attribute numerous times within the same classification.
        -Description Prefix: prefix used for the attribute on generated descriptions.
        -Apply Down Hierarchy? : Indicates that this attribute needs to be added to the classifications that are below it in the classification hierarchy.

      5. Save the record.

    4. Optionally, enter Use with Object Detail information to enter attribute details about each object that you want to use with a classification.

      1. In the Attributes section, click on the Use with Object Detail icon for the attribute you want to specify details for. The Use with Object Detail window opens up.

      2. Click on the View Details icon for the object that you want to enter the attribute details for, and enter the detail information for when this attribute is used with this object.
        -Sequence: Order in which this attribute will display on the Specifications tab for the record when the classification is applied. This is the only required field in the Use with Object Detail.
        -Mandatory: To make the attribute required when used with this object.
        -Used in Description Generation : The attribute's description will be used on generated descriptions.
        -Used in Specifications: To indicate that this attribute will be copied to the Specifications tab for the record when the classification is applied.
        -Enter a default value for the attribute by populating either one of the following fields, based on the attribute data type: Default Alphanumeric Value, Default Numeric Value or Default Table Value.
        -Click Ok.

      3. Save the record.

    5. Classification attribute(s) have been added.


Section 2:Work Management and Planning


  1. Given that an IBM Maximo Asset Management V 7.5 work order may exist in a multiple work order hierarchy, explain how these work orders are related so that the user will be able to utilize the operational benefit of this functionality.
    With emphasis on performing the following tasks:

    1. Enter a work order to use as an example of Child work order.

    2. Enter a work order to use as an example of Parent work order.

    3. Enter a work order to use as an example of Follow-up work order.

    4. Enter a work order task on the Planning page of the work order to use as an example of task work order.

    5. With the child work order open, enter the number of the Parent work order in the Parent WO field.

    6. Explain and show that the Parent Child relationship now exists and forms the basis of a work order hierarchy.

    7. Go to the Parent Work Order and open the related records page. Enter the work order number for the Follow-up work order .

    8. Explain how the follow-up Work order could result from activity based on the Parent Work order.

    9. Open the work order containing a task on the planning page.

    10. On the planning page, locate the Work Reference Info pane and the field labeled Reference WO .

    11. Using the details menu (>>) move to Activities and Tasks.

    12. Still on the Activities and Tasks page, select Create a work order from the Select Action menu.

    13. Show how the individual task may now be managed with all the functionality of the related work order and show that it is automatically entered as a related record.

  2. Given that a user has security access to the Work Order module, enter a work order and follow-up work order so that the relationship and functionality are demonstrated.
    With emphasis on performing the following tasks:

    1. Enter a work order to use as an example of Parent work order.

    2. Enter a work order to use as an example of Follow-up work order.

    3. With the follow-up work order open, enter the number of the Parent work order in the Parent WO field.

    4. Explain and show that the Parent Child relationship now exists and forms the basis of a work order hierarchy that includes the originating work order and its follow-up.

  3. Given that a Maximo has been installed and the initial configuration has been completed, describe how to assign a work order so that the work order has been assigned.
    With emphasis on performing the following tasks:

    1. A work order has been created or an existing work order has been selected.

    2. The work order may be assigned by entering a selected value in the following fields: crew, lead, work group, vendor, service group, or service.

    3. The work order may also be assigned to an owner or owner group by clicking the Select Action menu and choosing Select Owner or Take Ownership.

    4. Use assignment manager to assign the work order.

  4. Given the initial configuration is completed, and assets have been set up, define how to add labor, crafts, services, and tools to the work order so that they are added.
    With emphasis on performing the following tasks:

    1. Planned labor or crafts from the Work Order application.

      1. To select one or more crafts by using the Select Craft dialog box:-Display the record for which you want to plan crafts.-On the Labor sub tab of the Plans tab, click Select Craft to open the Select Craft dialog box. To narrow your search, click Filter.-To select a craft, select the Select Record check box. You can select more than one craft.-To return the selected values to the record, click OK. Each selection creates a new row in the Labor table window. -Click Save Work Order.

      2. To plan labor individually:-Display the work order for which you want to plan labor.-On the Labor sub tab, click New Row. The Row Details open. -Perform either following action:-In the Craft field, enter a craft code or click the Detail Menu to choose an option to select a value. The system enters the standard rate specified for that craft. If there is a current approved revision of the contract for that craft, the system uses the rate from that contract. -In the Labor field enter a labor code or click the Detail Menu to choose an option to select a value. The system enters the labor's rate in the Rate field based on the labor's craft and skill level.-To plan labor for a specific task, enter a value or click Select Value in the Task ID field to select a value. -Enter or modify data as required in the Quantity, Hours, and Rate fields. The system calculates the value in the Line Cost field.-Click Save Work Order, or click New Row to plan another labor or craft.

    2. Planned services from the Work Order application.

      1. To select one or more standard services: Display the work order for which you want to plan standard services.-On the Plans tab, click the Standard Services sub tab.-Click Select Standard Services to open the Select Standard Services dialog box. To narrow your search, click Filter.-To select a service, select the Select Row check box. You can select more than one service.-To return with the selected values, click OK. Each service you selected creates a new row in the Services table window.-Click Save Work Order.-To plan services individually: Display the work order for which you want to plan services.-On the Services sub tab, click New Row. The Row Details open.-In the Line Type field, select either Service or Standard Service from the drop-down list. -To plan a service for a specific task, enter a value or click Select Value in the Task ID field to select a value. -In the Service field, enter a service code or click the Detail Menu to choose an option to select a value. -Enter information in remaining fields as needed.-Click Save to save the Work Order.

    3. Planned tools

      1. To select tools by using the Select Tools dialog box: Display the record for which you want to associate tools on the work plan.-On the Tools sub tab of the Plans tab, click Select Tools to open the Select Tools dialog box. To narrow your search, click Filter.-To select a tool, select the Select Record check box. You can select more than one tool.-To return the selected values to the record, click OK. Each selection creates a new row in the Tools table window.-Click Save Work Order.

      2. To plan tools individually: Display the work order for which you want to plan tools.-On the Tools sub tab, click New Row. The Row Details open. -In the Tool field enter a tool code or click Detail Menu and select an option to retrieve a value.-To plan a tool for a specific task, enter a value or click Select Value in the Task ID field to select a value. If there is an hour's value for this operation the system copies it to the Tool Hours field. -Enter or modify data as required in the Quantity, Hours, and Rate fields. The system calculates the value in the Line Cost field.-Click Save Work Order, or click New Row to insert another tool.

  5. Given the initial configuration has been completed, describe what and how sequence is used on a work order so that sequencing and flow control may be used.
    With emphasis on performing the following tasks:

    1. In Work Order Tracking create a new or select an existing work order.

    2. In the Job Plan field, enter a value or within the plans tab select new row under tasks.

    3. Enter job plan tasks and while entering the sequence number in the order which the tasks should be completed.

    4. If flow control is enabled, the job plan tasks must be completed in the exact sequence order.

  6. Given the initial configuration has been completed, labor has been entered and a shift calendar associated with each record, describe how to use the Assignment Manager to assign work orders so that work orders have been assigned based upon the configuration.
    With emphasis on performing the following tasks:

    1. Go to the Work Orders module and Assignment Manager application.

    2. Filter and select from the work order list the records which you want to assign.

    3. To set priority and parameter preferences go to the Select Action menu.

    4. Select Assign Labor from the Select Action menu to assign the records based upon planned crafts, shift calendar, and availability.

      1. Fill in the appropriate fields and click OK.

  7. Given a Job Plan requirement with task steps, create a new organization and site specific Job Plan, add Task steps to the Job Plan and save the record so that the organization and site specific Job Plan with Tasks status is changed to active.
    With emphasis on performing the following tasks:

    1. Create a new Job Plan

      1. Click the Insert New Job Plan icon-Fill in the Job Plan Number (if not autonumbering) and Description (Note: This is Revision 0 as it is a newly created Job Plan).-Select or enter the Organization-Select or enter the Site-Fill in the remaining appropriate fields (must fill in all required fields)

    2. Add Task Step(s) to the Job Plan

      1. In the Tasks Section -Click on the New Row button. -Fill in the appropriate fields (Note: Organization and Site ID automatically fill in if they were selected on the Job Plan Header).-Enter a Sequence for each Step as desired-Add Labor, Materials, Services and/or Tools as desired.-Repeat for additional Job Plan Steps until complete.

    3. Save the record.

    4. Change Job Plan Status to Active (save is automatically performed)

  8. Given daily time entries exist in the Labor Reporting application, perform normal daily tasks such as Approving Labor and Creating Invoices so that new time entries utilize the various methods of entering labor transactions.
    With emphasis on performing the following tasks:

    1. Go To -> Work Orders -> Labor Reporting

      1. Retrieve records.

      2. From the Select Action menu perform the appropriate actions.-Approve Labor.-Create Invoice (Note: warning displays if Invoice is already created on a record).-Enter Daily Attendance Records.-Enter Time.-By Work Order-By Ticket-By Labor-By Contract or Vendor


Section 3:Purchasing and Receiving


  1. Given items, vendors, and terms and conditions, create a new purchase contract, approve the contact, revise the contract, add an end date, and approve the new revision so that the original contract shows revised.
    With emphasis on performing the following tasks:

    1. Go To -> Contracts -> Purchase Contracts

      1. Create new purchase contract-Click on the New Purchase Contract icon.-Fill in the Required Information specifically:-Vendor-End Date-Leave Type defaulted to Purchase -Maximum Amount-Click on the Properties tab.-Select appropriate conditions for your contract.-Click on the Contract Lines tab.-Select items from your vendor.-Use either the Vendor Items or New Row options.-Click on the Terms and Conditions tab.-Use either the Select Conditions button or the New Row button to add conditions to the Purchase Contract.-Save the record.-Select Authorize Sites from the Select Action menu and add at least one site to the purchase contract.-Change status to Approved.

      2. Create revision for the above purchase contract.-On the Select Action menu, select the Revise Contract option.-Fill in the Description. -Select OK.-Verify a new contract has been created showing a revision of 1.-Verify that the new contract is in a Pending Revision status (PNDREV).-Verify that the comment you entered when revising the contract shows up to the right of the Revision field (description).-Approve the revised purchase contract.-Add/modify the end date to the contract.-Change the contracts status to Approved .-Verify that the contract (the new revision) now has a status of Approved .-Verify that the previous revision of the contract now has a status of Revised (REVISD).

  2. Given an item set, inventory items and storerooms, create an inventory usage record that transfers items so that a shipment is created and received.
    With emphasis on performing the following tasks:

    1. Open the Inventory Usage application.

    2. Select New Inventory Usage button.

    3. Enter the following information: Description, From Storeroom, Usage type. Use Transfer to indicate shipping.

    4. Enter items to be shipped.

    5. Change the status to Shipped.

    6. Open the Shipment Receiving application.

    7. Enter the Shipment number from step 7.

    8. Select the Select Shipped Items button.

    9. Enable the check box for each item to be received into the Shipment Receiving application.

    10. Select OK.

    11. Select Change Inspection Status for non-rotating assets with receipt status of WINSP.

    12. Select Change Inspection Status for Rotating Items with receipt status of WINSP.

    13. Select Receive Rotating Items with receipt status of WASSET.

    14. Save.

  3. Given a purchase order, receive items or services so that items or services are received.
    With emphasis on performing the following tasks:

    1. Filter/Select the purchase order you want to receive in Receiving application.

    2. Perform Material Receipts by selecting PO Line by using Select Ordered Items.

    3. Perform Service Receipts by selecting PO Line by using Select Ordered services.

    4. Perform partial receipt of items on a PO to record partial shipment or to record damaged goods.

    5. Complete the inspection process for items have a receipt status of WINSP.

    6. Receive rotating items that have a receipt status of WASSET.

  4. Given a purchase order with status Approved or In Progress that is not an internal purchase order, revise the purchase order in the Purchase Orders application so that the purchase order is revised.
    With emphasis on performing the following tasks:

    1. Filter/Select the purchase order to revise in the Purchase Orders application.

    2. From Select Action drop-down menu choose Revise PO.

    3. Optional selection Internal Change?, Allow Receipts and Invoices?

    4. Modify PO while in PNDREV status.

    5. Change status to Approved or In Progress.

  5. Given that a purchase order has been entered and has receipts that need to be voided, void the receipts so that the receipts are voided.
    With emphasis on performing the following tasks:

    1. Go to the Purchasing module and Receiving application.

    2. Select the purchase order which contain the material or service receipts which you want to void.

    3. Select either the material or receipts tab, click the select receipts to void button.

    4. Receipts which can be voided will be displayed.

    5. Select the receipts that you want to void and click ok to void the receipts.

  6. Given that a rotating asset or direct-issue item has been received, describe how to return rotating assets or direct-issue items to vendors so that the rotating asset or direct-issue item has been returned.
    With emphasis on performing the following tasks:

    1. Go to the Receiving application.

    2. Retrieve the PO receipt under which the rotating asset or direct-issue item was received.

    3. The Material Receipts tab displays.

    4. To return Rotating Assets:

      1. Click on the Select Rotating Assets for Return button.

      2. Select the asset numbers for the rotating assets to be returned.

      3. Click OK.

    5. To return direct-issue items:

      1. Click on the Select Items for Return button.

      2. Select the item numbers for the direct-issue items to be returned.

      3. Specify the Quantity to Return for each selected item.

      4. Click OK.

    6. Save the record.


Section 4:Inventory Management


  1. Given the initial configuration has been completed, add and manage inventory and inventory balances so that the inventory may now be added and managed.
    With emphasis on performing the following tasks:

    1. Use the Item Master application to define items that will be stocked in your storerooms, and group these items in an item set, which can then be shared by the organizations using that item set.

    2. Create an item record by selecting the new record, define the main attributes of the item (such as commodity codes, order and issue units, whether the item is lotted, rotating, or condition-enabled), along with any alternate items that you can use in its place and a list of the condition codes you want applied to the item.

    3. Use the Item Master application to perform item configuration.

      1. Create condition-enabled items to track the value of an item as its condition changes.

      2. Specify the safety hazards and tax codes that vary by organization.

      3. Create item kits, which are collections of items that you issue as a single unit.

      4. Add the item to one or more storerooms.

      5. Define other information related to the item, such as vendors that carry the item, specifications for the item, and other parts needed to build the item (item assembly structure).

    4. Use the Inventory Application to track items (stocked, non-stocked, and special order items).

      1. Check or set the specified reorder point.

      2. Track item balances, and vendors who supply an item.

      3. Update and adjustment inventory balances by clicking the Select Action menu and inventory adjustments.

      4. Track the movement of items into and out of inventory with the Work Order Tracking application.

  2. Given the actual cost of item on receipt and applied whenever an inventory transaction occurs, describe how Last-In-First-Out (LIFO) and First-In-First-Out (FIFO) will function so that the differences can be identified.
    With emphasis on performing the following tasks:

    1. Implement LIFO and FIFO in the Organizations application as a default and in the Inventory Application as an individual item choice.

    2. Describe how LIFO functions (LIFO costing uses the receipt cost of items that are the newest in stock.).

    3. Describe how FIFO functions (FIFO costing uses the receipt cost of items that are the oldest in stock.).

    4. Implement LIFO and FIFO through an organization choosing inventory options Select Inventory Costs.

  3. Given that an Item has been added to the Item Master, add it to the storeroom so that it is available for inventory management.
    With emphasis on performing the following tasks:

    1. Go to Item Master application in IBM Maximo Asset Management V7.5 (Maximo).

    2. Retrieve the item record for addition to the storeroom.

    3. In the Select Action menu, choose Add Items to Storeroom.

    4. Choose the correct storeroom from the values listed.

    5. Click OK.

    6. Change default values if desired.

    7. Click OK.

  4. Given the principles of asset management, identify the rotating items function and their lifecycle so they can be used and managed.
    With emphasis on performing the following tasks:

    1. Define rotating item as used in the Maximo system.

    2. Provide a flow chart of rotating item usage.

  5. Given an inventory item, issue, transfer, or ship using the Inventory Usage application so that an inventory usage transaction has been completed.
    With emphasis on performing the following tasks:

    1. Create a new inventory usage record.

    2. Assign a storeroom.

    3. Change the Usage Type as applicable.

    4. Save.

    5. Add one or more usage lines by selecting the item to be issued, returned or transferred.

    6. Change status to staged, shipped, or cancelled as applicable.

  6. Given items, inventory, storerooms ,and work orders, describe hard and soft reservations so that hard and soft reservations have been described.
    With emphasis on performing the following tasks:

    1. Describe hard reservations.

      1. A hard reservation is a request for materials that is defined by the need for an item within a specific timeframe. You can specify that the reorder process includes only hard reservations. You can also specify that inventory items can be issued from a storeroom only when they are associated with a hard reservation. Hard reservations of inventory items are prioritized so that they cannot be superseded by other requests.

    2. Describe soft reservation.

      1. A soft reservation is a request for materials that is not subject to a timeframe. You can create a soft reservation to ensure that the item or tool is available for issue at any time that it is needed.

  7. Given a consignment item, create, receive, issue, and generate an invoice for a consignment stock item so that consignment stock is created, used and paid
    With emphasis on performing the following tasks:

    1. Create a new item master, enabling the Consignment option.

      1. Add item to storeroom.

      2. Confirm the consignment payment method.

    2. Approve the item.

    3. Create a purchase order and order consignment stock.

    4. Receive consignment stock into a storeroom.

    5. Issue the item.

    6. Set up and activate the ConsignmentInvoiceCronTask cron task instance.

    7. Access a consignment invoice and approve it.

    8. Change the status of the item to Pending Obsolete, then to Obsolete.

  8. Given existing inventory usage records of usage types and usage record statuses associated with charge entities, select records from the Inventory Usage application and expand Usage Lines to track the issue, transfer, and return of inventory items within and across organizations so that these records are tracked, transferred, or returned.
    With emphasis on performing the following tasks:

    1. Select records from Inventory Usage application in the Inventory module.

    2. Expand Usage Lines.


Section 5:Service Management


  1. Given a new request from a user and information about the request, create a new service request record and input the request information, assign the service request to an owner and change the service request status to its current status so that a new service request is created.
    With emphasis on performing the following tasks:

    1. Create a new or service request record.

    2. Capture request information.

    3. Assign the service request an owner, once owner is assigned the service request status automatically changed to QUEUED.

  2. Given ticket template information for common, high volume requests, explain the benefits of ticket templates, describe the requirements for applying templates, create a ticket template, and apply a template to an service request so that a ticket templates are explained, created, and applied.
    With emphasis on performing the following tasks:

    1. Explain the purpose of ticket templates and its uses.

    2. Describe the requirements for applying a ticket template.

    3. Create a ticket template.

    4. Apply a ticket template to a service request.

  3. Given a pre-defined classification hierarchy and a classifiable service request, describe the purpose and the process of applying a classification so that service request classification is explained and applied to a ticket.
    With emphasis on performing the following tasks:

    1. Describe the use of classifications on a service request.

    2. Apply classification to a service request.

  4. Given access to the Labor Reporting application, report labor hours by ticket, work order, contract, and labor so that the labor hours are reported.
    With emphasis on performing the following tasks:

    1. Open Labor Reporting application.

    2. From Select Action drop-down menu, select Enter by Work Order/ Enter by Ticket, Enter by Labor, Enter by Contract/Vendor.

    3. In the Pop-up window, enter relevant WONUM, TICKETID. LABORCODE,VENDOR and report hours by shift, craft, rate etc.

  5. Given an SLA between the provider and customer, and a service request, explain the purpose of SLAs and the process of applying or disassociating a SLA from a service request so that SLAs are explained and managed against a service request.
    With emphasis on performing the following tasks:

    1. Explain the purpose of a SLA.

    2. Apply a SLA to a service request.

    3. Disassociate a SLA from a service request.


Section 6:Navigating and Reporting


  1. Given an integration object and Application Designer, run and save query-based report from the Work Order application so that a query-based report has been executed.
    With emphasis on performing the following tasks:

    1. Open the Work Order Tracking application.

    2. From the Select Action menu, select Run Reports -> Create Report or click the Create Report button on the tool bar.

    3. On the Style tab, select the report style and enter a Report Title.

    4. On the Select tab, select the fields to be included and the display order.

    5. On the Format tab, specify any filtering, grouping, or sorting.

    6. On the Submit tab, select the output type, schedule, and filter values (some options are only available if Save Report is selected).

    7. Click Submit.

  2. Given a valid SMTP configuration and email recipient(s), describe the available report delivery formats and send an email with a URL to a report file so that report delivery formats are explained and an email is sent with a URL to a report file.
    With emphasis on performing the following tasks:

    1. Explain the available delivery formats for emailed reports.

    2. Understand the difference between retrieving emailed reports with files attachments versus a file URL.

    3. Send an email with a report file URL.

  3. Given an awareness of different file types, describe the file type options for both emailed and exported reports so that an understanding of various file types is demonstrated and a report is exported to a file.
    With emphasis on performing the following tasks:

    1. Describe the file type formats for emailed reports.

    2. List the file type options for exporting reports from the Business Intelligence and Reporting Tool (BIRT) report viewer.

    3. Run and export a BIRT report to a file.

  4. Given group specific requirements and administrator rights, create or modify a Start Center template, list the available formatting options, describe the different portlets, set a Start Center as default and assign to a security group so that a Start Center template is created/modified and configured per group requirements.
    With emphasis on performing the following tasks:

    1. Create or modify a Start Center template.

    2. List the formatting options of a Start Center.

    3. Describe the Start Center portlets.

    4. Set a Start Center as default.

    5. Assign a Start Center to a security group.

  5. Given the active record includes the functionality to have multiple statuses, use the application status change function to change its status to a valid new status so that the status of the record is changed.
    With emphasis on performing the following tasks:

    1. Go to an active record in Maximo that includes Status functionality (such as work order or asset).

    2. Select the Change Status Icon by clicking with the mouse or alternatively by the key combination Control-Alt-A.

    3. Change status to a valid status as provided in the change status window.

    4. Go to the Select Action menu, select Change Status.

    5. Change status to a valid status as provided in the change status window.


Section 7:Preventative Maintenance


  1. Given preventive maintenance (PM) needs, create and manage PM records so that assets may be properly managed and ROI is optimized.
    With emphasis on performing the following tasks:

    1. Access the Preventive Maintenance application.

    2. Enter the name/title for the new PM.

    3. Enter required fields.

      1. Work order status of the associated work order upon work order generation

      2. Enter a frequency and frequency units on the frequency page.

    4. Provide an asset, location, route, or a GL account in order to use the PM.

    5. Enter other optional information for the PM.

      1. Location, Asset

      2. Work order defaults for the PM

      3. Seasonal dates

    6. Assign a parent PM or child PM's if the PM is part of a PM hierarchy.

    7. Make the PM active by changing the status to Active.

    8. Using the Select Action menu generate PM work order records for this PM.

  2. Given PM needs, create master PM records so that they may be associated to multiple assets or locations so that they enhance and simplify the management of multiple assets or locations for large numbers of similar assets.
    With emphasis on performing the following tasks:

    1. Access the Master PM application.

    2. Fill out the master PM record.

    3. From the Select Action menu, go to Create Associated PMs.

      1. Note that assets displayed are based on assets or locations associated with the Item selected on the master PM record.

    4. Select the check box for those assets for which you want to create an associated PM for their master PM.

    5. Click OK and verify the list of associated PM's that have been generated based on the selection.

  3. Given a set of PM's, update the PM records so that work orders are or will be generated either automatically or manually.
    With emphasis on performing the following tasks:

    1. In the Preventive Maintenance application, select the PM record for which you want to generate one or more work orders. To generate work orders for multiple top-level PM records, first use the List tab to find and select a subset of PM records.

    2. Ensure the PMs have at least all required information and a Frequency criteria specified, which can be time-based, meter-based, or both.

    3. Change status to Active as applicable.

      1. Generate PM work order(s) manually.
        -From the Select Action menu, select Generate Work Orders. Complete the fields as necessary.
        -Click OK.

      2. Generate PM work order(s) automatically.
        -The activated PMWoGenCronTask Cron task will execute as setup and scheduled by the system administrator.

    4. PM work order(s) are generated.

  4. Given assets, locations, and job plans, create routes, and associate the routes with a PM and work order so that the routes are created an applied.
    With emphasis on performing the following tasks:

    1. In the Routes Application, click New Route.

    2. Specify a value for the route and select optional child work orders, work order tasks, entries in the work order's Multi Asset, Location, and CI Table to define what the route stop will become when applied to a work order.

    3. Create one or more route stops by clicking Select Assets,Select Locations, or New Row.

    4. Search and select the work order in Work Order Tracking application to associate a route.

    5. From Select Action drop-down menu click Apply Route.

    6. Select the route to generate child work orders or work order tasks.

    7. Search and select the PM in PM application to associate a route.

    8. In the Details table window, select route identifier to apply from the detail menu of the Route field.

  5. Given that PM records and scheduling information is selected, generate a PM forecast for a new or existing PM record so that the forecast is generated.
    With emphasis on performing the following tasks:

    1. Go to the Preventive Maintenance module and the Preventive Maintenance application.

    2. Filter and select the PM record which you want to generate a PM forecast for.

    3. Click the Select Action menu and then generate forecast.

    4. Populate the forecast until, forecast for (days), and click Ok to generate the forecast.

  6. Given an active PM, location, asset and route, apply a forecast so that it can be used in Scheduler or a reforecast as necessary.
    With emphasis on performing the following tasks:

    1. Change the PM.

      1. Update the PM schedule by changing the day frequency, frequency unit, or PM hierarchy.

    2. Manually apply a forecast.

      1. Select Generate Forecast from the Select Action menu.

      2. Complete the relevant field such as Forecast Until or Forecast For (Days).

      3. Select OK.

    3. Change an existing forecast for a single or series of dates.

      1. Select the Forecast tab.

      2. Update one or more by entering a new date in the New Date field.

    4. Cron task.

      1. Set up and activate the PMForeCast cron task. An example is that you want to update all PM forecasts on motors every six months, but you want to update the PM forecasts on pressure-control valves every 5 weeks. You can create a cron task instance for each scenario.

    5. From Workflow

      1. Create an action that uses one of these callable actions: Delete Forecast, Generate Forecast, Reforecast, Generate Work Orders.

      2. Apply the action to an escalation, SLA, or workflow process.




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