Configuring Maximo using RulesManager

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• Configuring Maximo using RulesManager
• Michael Tubbs

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• Using Maximo since July 2004.
• Started with Ver. 5.2, currently on Ver. 6.1.
• Currently using , Asset, PM, Work Order, and
  Planning Modules.
• Will be implementing Inventory Module soon.
• Will be incorporating our Facilities Customer
  Service Center and corresponding corrective
  maintenance in the coming year.
• Over 46,000 Assets, 95,000 Locations, 13,000
  PMs.
• Some technicians are mobile, using Syclo on
  wireless laptops.

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• Forces you to associate a location with a system
  hierarchy before saving.

• Builds Location, by concatenating Facility Code,
  Work Code, and a sequentially generated PM Unit
  Number.

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• Validates Job Number against Location using a
  remote procedure call to Job Cost, our legacy
  billing system.

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• Sets Previous Job Number (previous_jpnum) when a
  record is duplicated.

• Sets Effective Date (effectivedate) and Retire
  Date (retiredate) when status is changed to
  active and inactive respectively.

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• Sets GL Account components based on a calculation
  from other components, Work Type, Person Group

• Sets Maintenance Manager Name based on Facility
  Code

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• Conditionally copies fields from Asset or PM

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• Validates Work Order is not cancelled, resolved,
  or on hold.

• Validates work dates (Start Date and Finish
  Date) are within work order date range.

• Requires Job Number for non-Utilities groups.

• Performs same Job Number / Job Number 2
  calculation and remote procedure call as in Asset
  Module.

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• Validates Job Number is correct for Estimating
  Tickets.

• Validate Ticket Number matches Work Order Ticket
  Number.

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• Copies field values from Work Order

• Gets calculated Line Cost from mainframe billing
  system through remote procedure call.

• Sets Memo to the assets common name.

• Calculates Daily Total Hours for the Labor Code,
  for the date worked and displays it in a virtual
  field

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• If Auto Route Stop Descriptions? is checked, the
  route stop Description auto fills with the root
  assets Location Description and Area Served.

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Questions?
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Contact infoMichael Tubbse-mail
mtt34_at_cornell.edu