maximo scheduler 7.5.1 ibm maximo a new approach to asset management
TRANSCRIPT
© 2012 IBM Corporation Confidential 1
Maximo Scheduler 7.5.1
A Renewed Approach to Work Management
WCMUG - June 2012
Andy Jackson – IBM Client Technical Professional
© 2012 IBM Corporation Confidential 2
Disclaimer
The information on new products is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on new products is for informational purposes only and may not be incorporated into any contract. The information on new products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.
© 2012 IBM Corporation Confidential 3
Agenda
How has Maximo Scheduler evolved?
Our revised focus toward Work Management
What new features contribute to our revised approach
– Scheduler
– The new Graphical Assignment application
– Dispatching, Maps and Service Addresses
– Maximo Everyplace templates
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What is Maximo Scheduler?
A Maximo application that facilitates the scheduling of work orders, tasks, and PM forecasts graphically in a Gantt view
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Maximo Scheduler to date
3Q,2009
Gantt View to visualize work
orders and tasks
- Drag & drop work orders & tasks
- Manage dependencies
- Perform CPM
- View resource load and availability
Work Orders
- Date constraints
- Task dependencies
1Q,2010
Gantt View to visualize PM
forecasts
- View and manage future PMs and
Work Orders
- View resource load and availability
for both future PMs and Work
Orders
Work Orders
- Bulk Reschedule
- Assignment Manager tab in Work
Order application
Scheduler 7.1 Scheduler 7.1.1/7.5
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Precedence Logic and Activity Constraints
• Precedence logic added between work orders/tasks that have the same parent
• SNE/FNL date constraints calculated automatically from JP/PM offsets
Compliance window for any
work order or task
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PM Forecasting
• Generate forecast dates, change/move dates and allow Maximo to use these
forecast dates when generating PM based work orders.
• PM Forecast dates are graphically displayed in the same row on the Gantt chart.
© 2012 IBM Corporation Confidential 8
Our Revised Focus on Work Management
© 2012 IBM Corporation Confidential 9
Work Management Plan Forward
Investing in the natural evolution of our current products in a direction
desired by our customers
Enhancements to Scheduler (Maximo Scheduler 7.5.1)
– Graphical Assignment/Dispatching
– Provision of standard Work Order actions
– Additional Resources and their availability
• Assets/Locations
• Labor
• Tools
• Materials
– Schedule Compliance
Enhancements to Maximo
– Service Addresses
– Public Map UI Control
– Crews
– Optimization (iLOG Optimization tools – future)
Maximo Everyplace role based templates
All functional
capabilities
enabled with
Maximo
Scheduler
© 2012 IBM Corporation Confidential 10
Time Phased Functional Utilization
PM Forecasting
Capacity Planning
Resource Optimization
Dispatching Field
Technician
Years to Months Months 1-7 Days 1-3 Days
Forecast Schedule Mobile Dispatch
PM Application
Scheduler and
Graphical Assignment
Graphical Assignment
Everyplace Applications
© 2012 IBM Corporation Confidential 11
The logical work management hand-offs
Schedule Created Project, demand, & forecasted work
Assignments made Crafts & skills validated Absences & vacation respected
Field tech sees assigned route on a map See locations of neighboring crews Feedback on work status & progress
Assigned routes visible & editable on a map New work may easily be assigned based on proximity of labor
Scheduler
Graphical
Assignment
Dispatching
Maximo
Everyplace
© 2012 IBM Corporation Confidential 12
Contributors to our approach:
Maximo Scheduler
© 2012 IBM Corporation Confidential 13
Load and Availability
Additional resource types provide a more complete and accurate vision
of factors critical to proper planning & scheduling
– Can now see Labor/Crew, Asset/Location, Tool and Material availability
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Location and Asset Availability New actions added to Locations and Assets applications
– Allows a maintenance and/or operations calendar to be applied to one or a group of Assets or Locations
– May be imported from an external system (i.e. Production system)
– Provides the data needed to eliminate the scheduling of work when the Asset or Location is in use or not
able to be worked on
© 2012 IBM Corporation Confidential 15
Asset, Location & Material Availability
Other Resource Availability tab shows:
– Maintenance/Operational/Calendar availability of Asset and Location
– Planner knows when an Asset or Location is (or is not) available for work
– Material Availability for planned materials
• Shows required quantity v’s available quantity
• Eliminates planning work to be done when critical materials are unavailable
• Trades can be advised via email to pick up materials from an alternate storeroom
© 2012 IBM Corporation Confidential 16
Group by Work Property
Group By Asset, Job Plan, Location, PM, Priority or Work Type
– Grouping allows a planner to quickly identify unacceptable trends, that prioritized work is
addressed, or have a subset schedule by Work Type, all from within the current schedule
© 2012 IBM Corporation Confidential 17
Schedule Compliance
The ability to show Target, Scheduled and Actual bars on the Gantt chart
– Use Show/Hide Compliance button on toolbar to enable/disable additional bars
– Work orders at INPRG or later state with an actual start is needed for Actual bar.
– Actual bar drawn from Actual Start to Actual Finish or Time Now
– By default Schedule bars coloured same as Status
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Additional Actions and Tool Bar Buttons
Work Order Actions
Keep the user from having to
always navigate away from the
Scheduler Gantt view
Additional Toolbar Buttons
Make routine changes and
adjustments simple for the
planner
– Zoom to Week
– Go To Day
– Constrain horizontal scrolling to
the date range containing work
– Filter resources based on
selected work orders
– Show/Hide Compliance
– Full Screen
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Work Cost Tab
Calculate Costs button sums work order costs by week, month and
year
Allows the planner to align schedules to known budgetary boundaries
– Committed and Saved Estimated Labor, Materials, Services and Tools
© 2012 IBM Corporation Confidential 20
Resource Leveling & Optimization
Support for various optimization models (future release)
– Input
Flexible resource combinations
Priorities: Asset, Work , Location, Material, Tools
Resource availability
Appointment request
– Output
Optimal work schedule based on resource availability, SLAs, time constraint
and other user defined objectives such as minimize cost, schedule
emergency work first, etc.
© 2012 IBM Corporation Confidential 21
Contributors to our approach:
Graphical Assignment
© 2012 IBM Corporation Confidential 22
Graphical Assignment
New application aimed at easing the process of assigning work to people
Graphical Assignment UI is the same as Scheduler to further facilitate the logical “hand-off”
of a schedule to where assignments are made
© 2012 IBM Corporation Confidential 23
Making an Assignment
Assignments are easily made, with resulting color changes indicating
a change of status from Waiting Assignment to Assigned
Planner can split assignments, split to a shift, as well as split work and assign the
remaining segment
© 2012 IBM Corporation Confidential 24
Contributors to our approach:
Dispatching
© 2012 IBM Corporation Confidential 25
Dispatch View
A calendar view and map view of work order routes
Dispatcher views the map with their resources routes along with work time, travel time, start
and stop points.
– Bars may be manually dragged to change the sequence of work orders for a labour/crew,
or to reassign to another resource
© 2012 IBM Corporation Confidential 26
GPS Tracking
Identify a Location Based Service (LBS) Interval to capture
– Longitude, Latitude, Altitude, Accuracy, Altitude Accuracy, Heading, Speed
Labor: Crews:
Markers are color coded to display how current the LBS is.
Blue within 30 mins
of the LBS interval
(configurable)
Yellow outside 30 mins of
the LBS interval
Red last location accuracy is
over the limit (configurable).
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Map Functions
Unassigned Work Orders
Nearby Labor and Crews button is used to show GPS position
Layers (Traffic, Route, Work Orders, Locations, Nearby Crew, Nearby Labor)
Work Orders Symbology (Status, Priority, Work Type, Route, Default)
Unassigned work order with symbology
reflecting type of work
Map tips including More Information
menu defined in new Map Manager
application
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Service Address and Maps New Service Address application
Service Address and Map tabs on:
– Locations
– Assets
– Work Order (Activity, Change, Release)
– Service Requests (Incident, Problem)
Map tab added to:
– Labor
– Crews
Start and End Location can be defined
New Map Manager application
– Define map provider
– Define map tips
– Define menu items (More Information)
Locations – action Manage Systems
identifies Address System which
derives a service address by using a
location hierarchy.
© 2012 IBM Corporation Confidential 29
Contributors to our approach:
Maximo Everyplace
© 2012 IBM Corporation Confidential 30
IBM Maximo Everyplace
Maximo Everyplace enables users to:
● Shorten the lag time between an event’s
occurrence and the recording of that
event in the system. There’s no need to
wait until they get back to their desk
to enter or retrieve data.
● Increase accuracy of data in the system
by allowing them to enter information
while it’s fresh in their minds.
● Offer convenient, targeted access to
Maximo for workers who don’t
regularly sit at a desk or use a desktop
computer.
Allows users to access any existing IBM Maximo application on an iPhone,
iPad, iPod touch, Android, Blackberry, or other supported device without
installing anything on those devices
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Revise the Technicians View
Create new mobile applications for the field technician
– Leverage existing Maximo Everyplace product
Ability to tailor the application with Application Designer tool
– New templates will be created for the field technician
View current and sequenced assignments for themselves or their crew
Obtain directions where required
– View and feedback on work order details
Tailorable content
– Dynamic updates of sequenced work reflecting newer higher priority work,
reassignments, emergencies
– Application for Supervisor, and Technician (Lite, Phone and Tablet versions)
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Field Technician Application
Field Technician’s Work Order Route
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Field Technician Application – My Work
Street Level Route of Work Orders for the
day.
List of Required Material and Tools to do the work
for the day.
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Field Technician Application – Details
Toolbar Actions: • Query Tools • New / Follow-up Work Order • Status Change • Stop / Start Timers • Attach Documents
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Field Technician Application – Resources
Planned Materials, Tools and
Labor/Crews
© 2012 IBM Corporation Confidential 36
Field Technician Application – Results
Reporting of Work Order Results
© 2012 IBM Corporation Confidential 37
Field Technician Application – Time Reporting
© 2012 IBM Corporation Confidential 38
The Summarized Work Management Vision
Use Maximo Scheduler to:
– Find the optimal time to schedule upcoming work by balancing:
• Work order and Task relationships and constraints
• Labor, Asset, Location, Craft, and Material availability
– Drag and drop labor assignments (or automate)
Increase the visibility of resources and crews by:
– Leverage map UI control for dispatching of incoming work
– Monitor progress of existing work
– Manipulate crew and resource routes
Improve efficiency of field technicians
– Leveraging map UI control for viewing of route stops
– Dynamic work list based on dispatched work and automated optimization
– Communication with neighboring resources
– Intuitive feedback from mobile applications