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  • 1.  Maximo PM Alert Lead Functionality

    Posted 08-12-2020 15:10

    Hey folks! I'm looking for information on using the Alert Lead functionality in Maximo.

    The main question I have after reading about how to turn on the functionality in the organizations app is - will the alert screen appear if the PM work order has already generated?
    For example -
    PM alert set to occur on corrective WO status of INPLAN
    PM will not auto generate on alert
    Lead Time (Days) 60
    Alert Lead (Days) 90

    So the PM WO is generated 60 days before the PM is due leaving time for scheduling and adjusting for the production schedule. As for the Alert, I want to be notified that there is PM work for the same location/asset that the corrective work order was written against when that WO reached the status of INPLAN. I am pretty sure the alert will appear when the PM WO has not yet been generated (More than the 60 day lead time) and gives the user the option to create the PM WO at that point. My question is, if a corrective WO is submitted and the planner changes the status to INPLAN for that WO say 20 days from when the PM is due and the PM WO has already been generated by Maximo due to the set Lead time (Days) will the user still see the alert?


    #Administration
    #WorkManagement

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    Jason Weis
    Monroe Energy
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  • 2.  RE: Maximo PM Alert Lead Functionality

    Posted 08-14-2020 01:48
    Jason, the pm alert appears before the pm is generated and provides you the option to generate it early. Probably not the answer you were looking for. 

    In my experience, planning & scheduling picks up and consolidates work orders, sometimes into a work package (hierarchy) and schedules then for a specific date, especially when downtime is required. This has been typical going back many versions before much of today's automation was available. 

    Since a report probably will not do, and an escalation notification could get cumbersome, I would probably look at an automation script, and hopefully some of the technical folks here can help you out with that.

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    Christopher Winston
    Projetech, Inc.
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  • 3.  RE: Maximo PM Alert Lead Functionality

    Posted 08-14-2020 09:46
    I agree with Chris - if there is an existing PM work order generated from the PM record, you will not get the alert. A way to think of it could be: the system is 'on alert' for any PM's that are coming due within the time window that you specify in the Alert Lead field of the PM. As a reminder, alerts also apply to meter based PMs.

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    Mack Parrott
    Projetech
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  • 4.  RE: Maximo PM Alert Lead Functionality

    Posted 08-17-2020 06:37
    Chris/Mack - Thank you both for the insight into how the PM alert functionality works. It sounds like in conjunction with implementing the use of the PM alert we will need some improved reporting to help us more effectively schedule corrective maintenance work with PM work orders that have already been generated. 

    We will discuss creating a report or two to help with scheduling. Maybe one report to show any chargeable location with more than 1 open maintenance type WO against it in any status beyond approved but not yet completed and another report  by location to show when a location has a maintenance type WO in the scheduled status to show other open WOs beyond approved but not yet completed for that location. 

    Cheers!
    Jason

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    Jason Weis
    Monroe Energy
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  • 5.  RE: Maximo PM Alert Lead Functionality

    Posted 08-17-2020 11:49
    Jason,

    Technically, and thanks to Mack for bring this up, if your PM is fixed and you are inside the alert window, even though you have a PM work order already open from that PM, the alert would pop up. We are not sure you would want this because it would not let you know you have the existing work order already open, so again, just something to watch for. Maximo is flexible.

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    Christopher Winston
    Projetech, Inc.
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  • 6.  RE: Maximo PM Alert Lead Functionality

    Posted 08-18-2020 15:57
    Let me see if I understand - if the PM is fixed and a corrective work order is generated within  the alert window of the PM and a work order has already been generated from the PM and it is open the alert would pop up. Is that accurate?

    In this scenario I suppose the user would get the option to go ahead and generate another PM WO? It would be nice if that could be configured to not allow the user to generate another PM WO if one is currently open. 

    If that is correct, does the PM alert work any different for a floating PM?

    And thanks for the input, this is very helpful!

    Jason

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    Jason Weis
    Monroe Energy
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  • 7.  RE: Maximo PM Alert Lead Functionality

    Posted 08-18-2020 17:57
    You are correct - if PM is fixed (and the Earliest Next Due Date exists) and a corrective work order is generated within the alert window of the PM the alert would pop up irregardless if an open work order has already been generated from the PM.  Don't forget, you can define the work order frequency that drives the alert.

    After creating/approving the CM work order and the alert window pops up, the user needs to check a box to create the PM, so you could say that the 'default' is not to generate the PM work order.  I just looked and I don't see a Signature Security option to limit the function a security group.

    The Alert functionality keys off of Earliest Next Due date on the PM record.  For floating PMs with an open work order the Next Due Date will be null, essentially turning off the Alert functionality.

    I've built a few PowerPoint slides that may help explain the logic - I'll send those to you via private message.

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    Mack Parrott
    Projetech
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