Maximo Open Forum

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  • 1.  Mandatory Labor Transaction

    Posted 09-17-2020 18:42
    Best practice for mandatory labor transaction on CM and PM work orders.
    #Administration
    #WorkManagement

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    Maureen Holland
    NBC Universal
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  • 2.  RE: Mandatory Labor Transaction

    Posted 09-17-2020 23:00
    Maureen,

    Are you saying you want a way to force the entry of at least 1 labor transaction with > x hours to be entered for any work type CM or PM work orders before they could be changed to COMPLETE or CLOSED (or a synonym of them)? Or something like that, and how it is done?

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    Christopher Winston
    Projetech, Inc.
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  • 3.  RE: Mandatory Labor Transaction

    Posted 09-18-2020 14:49
    Yes, but it could be when CLOSE or COMP thanks!

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    Maureen Holland
    NBC Universal
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  • 4.  RE: Mandatory Labor Transaction

    Posted 09-18-2020 16:02
    I believe I have to agree with Julie Shaw: 

    A recommendation is to add validation upon setting the WO Status to COMP that there be at least a single LABTRANS entry. This would allow WOs to be set to CAN without the validation. If you are approving labor transactions as a secondary step, it would have implications on the method used for the validation. Automation scripts seem to be the tool of choice.

    But, perhaps someone else has another idea? 

    Someone?

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    Christopher Winston
    Projetech, Inc.
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  • 5.  RE: Mandatory Labor Transaction

    Posted 09-21-2020 02:27
    Thanks so much!

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    Maureen Holland
    NBC Universal
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  • 6.  RE: Mandatory Labor Transaction

    Posted 09-22-2020 06:37
    Another method which is available where workflow is used, is to have labor transactions etc. as conditions for status change.  This can deal with logical combinations based on e.g. work types.  I have set this up so that the work type dictates both the failure report requirements (this can be to only level 2 for example) and labor reporting.  I have also used an automation to prevent users entering labor transactions where the hours are 0, so these should never be an issue when moving status.  These are separated simply because labor transactions can occur at different times from the status change such as when a job takes many days and labor reporting is done daily.
    The workflow method does have the disadvantage - depending on your process - that work orders already in workflow may not have the change applied, and need to be stopped and restarted, however if your model is that workflow is used to move status to status (applying the correct checks and balances) and stop, then few items have live workflow at any one time.  An automation change would of course be applied immediately.

    As with so many things in Maximo, this may or may not be the most efficient method, but it works ;-)

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    Brian Williams
    Ineos FPS
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  • 7.  RE: Mandatory Labor Transaction

    Posted 09-23-2020 14:58

    Agreed Chris,

    I would just expand that to include labor booked against all work, not just CM and PM. Often key metrics depend upon it. Planned vs Actuals and % of planned work orders vs % of unplanned and the hours spent on each type of work show us where the Maintenance Organization is spending the bulk of our time/money and tells us if we are a reactive or proactive maintenance team.

     

    We want to make sure that minimally there is a labor transaction before completion to set the expectation of labor entry. Of course, Maximo allows additional labor transactions after completion but the labor tracking culture is imbedded by requiring initial entry. To further enforce this best practice, automation scripts can be implemented. The automaton scripts are written to enforce when and what status labor entries are required and help to ensure only positive or negative labor hours are entered since Maximo OOTB will allow zero regular hours transactions. Combined, these allow you to gather the data consistently that we need to move the organization towards continuous improvement.



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    [Kimberly] [Welch]
    [Aquitas Solutions, Inc.]
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  • 8.  RE: Mandatory Labor Transaction

    Posted 09-25-2020 01:19
    This is great information, thank you so much.