Maximo Open Forum

Hi Everyone!

Here is the process from a high-level -
Currently there are two different groups (Operations and Safety) that enter data into our system. Operations creates the Job Plans (job tasks, materials, labor, and some information in the Job Plan long description) and the Safety group creates the Safety Plans (safety plan, hazards, precautions, hazmat, and some lock out tag outs). The desire is that the Job Plan would be created first, then an email would be sent to the Safety group, advising them that a new job plan has been created; give recommendations regarding safety protocols that should be followed; along with assets/locations that would be affected by this job plan. Then the Safety group would review the information and determine if additional information is needed before creating the Safety Plan and it's associated records.

So the question is, Is there a way to create the "Create Communication" Action in the Job Plan application, similar to the one that is used in the Work Order Tracking application?

I am interested in hearing if anyone else has dealt with a situation like this and how they may have handled it, without customizations.

Thank you!
Kathy
#Administration
#EverythingMaximo
#MaximoUserGroups

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------

I suppose there is a question first:  are you looking to add the "Create Communication" option to the Select Action menu and have users manually invoke it, or are you wanting to automatically send an e-mail based upon a communications template at some point during the job plan life cycle (upon "creation" or status = 'ACTIVE')?...

For scenario #1 (adding to Select Action), this should be possible because the createComm method is intrinsic to mboRemote...you would do the following:

1. Go to the Application Designer, open the Job Plans application, and use Select Action to Add/Modify Signature Options and add a signature option CREATECOMM - Create Communication
2. Within the Application Designer > Job Plans application, use Select Action to Add/Modify Select Action Menu...create a new row and add an OPTION - key value = CREATECOMM ... you will need to set POSITION and SUBPOSITION such that this action appears "where you want it to" w/in the Select Action drop-down
3. Grant security to this signature option to the appropriate group(s)
4. Go to Database Configuration and find the JOBPLAN object 
5. Click on the Relationships tab and add a relationship COMMLOG (child = COMMLOG) with where clause = ownerid = :jobplanid AND ownertable = 'JOBPLAN'
6. Create the communication template(s) you wish to have available w/in the Job Plans application
7. Use as directed

For scenario #2, do the following:

1. ​Go to Database Configuration and find the JOBPLAN object 
2. Click on the Relationships tab and add a relationship COMMLOG (child = COMMLOG) with where clause = ownerid = :jobplanid AND ownertable = 'JOBPLAN'
3. Create the communication template(s) you wish to invoke (in this example upon status change = 'ACTIVE')...note the communications template unique ID
4. Create a new attribute launch point automation script on JOBPLAN.STATUS with the following script code

​status = mbo.getString("STATUS");

if (status == "ACTIVE" and other_logic_here):
    ctMboSet = mbo.getMboSet("$commtemp", "COMMTEMPLATE", "TEMPLATEID = 'COMM_TEMPLATE_ID_HERE_FROM_STEP_C'");
    ctP = ctMboSet.moveFirst();
    if (ctP != None): # we found the comm template
        ctP.sendMessage(mbo, mbo);

------------------------------
Jade Warren
Great River Energy
------------------------------

Original Message:
Sent: 03-14-2022 16:29
From: Kathy Seabrook
Subject: Is there a way to create the "Create Communication" Action in the Job Plan application?

Hi Everyone!

Here is the process from a high-level -
Currently there are two different groups (Operations and Safety) that enter data into our system. Operations creates the Job Plans (job tasks, materials, labor, and some information in the Job Plan long description) and the Safety group creates the Safety Plans (safety plan, hazards, precautions, hazmat, and some lock out tag outs). The desire is that the Job Plan would be created first, then an email would be sent to the Safety group, advising them that a new job plan has been created; give recommendations regarding safety protocols that should be followed; along with assets/locations that would be affected by this job plan. Then the Safety group would review the information and determine if additional information is needed before creating the Safety Plan and it's associated records.

So the question is, Is there a way to create the "Create Communication" Action in the Job Plan application, similar to the one that is used in the Work Order Tracking application?

I am interested in hearing if anyone else has dealt with a situation like this and how they may have handled it, without customizations.

Thank you!
Kathy
#Administration
#EverythingMaximo
#MaximoUserGroups

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------

Thank you Jade! Great instructions, and I have tried scenario 1. It works as advertised.

Sincerely,
Kathy Seabrook

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------

Original Message:
Sent: 03-15-2022 09:09
From: Jade Warren
Subject: Is there a way to create the "Create Communication" Action in the Job Plan application?

I suppose there is a question first:  are you looking to add the "Create Communication" option to the Select Action menu and have users manually invoke it, or are you wanting to automatically send an e-mail based upon a communications template at some point during the job plan life cycle (upon "creation" or status = 'ACTIVE')?...

For scenario #1 (adding to Select Action), this should be possible because the createComm method is intrinsic to mboRemote...you would do the following:

1. Go to the Application Designer, open the Job Plans application, and use Select Action to Add/Modify Signature Options and add a signature option CREATECOMM - Create Communication
2. Within the Application Designer > Job Plans application, use Select Action to Add/Modify Select Action Menu...create a new row and add an OPTION - key value = CREATECOMM ... you will need to set POSITION and SUBPOSITION such that this action appears "where you want it to" w/in the Select Action drop-down
3. Grant security to this signature option to the appropriate group(s)
4. Go to Database Configuration and find the JOBPLAN object 
5. Click on the Relationships tab and add a relationship COMMLOG (child = COMMLOG) with where clause = ownerid = :jobplanid AND ownertable = 'JOBPLAN'
6. Create the communication template(s) you wish to have available w/in the Job Plans application
7. Use as directed

For scenario #2, do the following:

1. ​Go to Database Configuration and find the JOBPLAN object 
2. Click on the Relationships tab and add a relationship COMMLOG (child = COMMLOG) with where clause = ownerid = :jobplanid AND ownertable = 'JOBPLAN'
3. Create the communication template(s) you wish to invoke (in this example upon status change = 'ACTIVE')...note the communications template unique ID
4. Create a new attribute launch point automation script on JOBPLAN.STATUS with the following script code

​status = mbo.getString("STATUS");

if (status == "ACTIVE" and other_logic_here):
    ctMboSet = mbo.getMboSet("$commtemp", "COMMTEMPLATE", "TEMPLATEID = 'COMM_TEMPLATE_ID_HERE_FROM_STEP_C'");
    ctP = ctMboSet.moveFirst();
    if (ctP != None): # we found the comm template
        ctP.sendMessage(mbo, mbo);

------------------------------
Jade Warren
Great River Energy

Original Message:
Sent: 03-14-2022 16:29
From: Kathy Seabrook
Subject: Is there a way to create the "Create Communication" Action in the Job Plan application?

Hi Everyone!

Here is the process from a high-level -
Currently there are two different groups (Operations and Safety) that enter data into our system. Operations creates the Job Plans (job tasks, materials, labor, and some information in the Job Plan long description) and the Safety group creates the Safety Plans (safety plan, hazards, precautions, hazmat, and some lock out tag outs). The desire is that the Job Plan would be created first, then an email would be sent to the Safety group, advising them that a new job plan has been created; give recommendations regarding safety protocols that should be followed; along with assets/locations that would be affected by this job plan. Then the Safety group would review the information and determine if additional information is needed before creating the Safety Plan and it's associated records.

So the question is, Is there a way to create the "Create Communication" Action in the Job Plan application, similar to the one that is used in the Work Order Tracking application?

I am interested in hearing if anyone else has dealt with a situation like this and how they may have handled it, without customizations.

Thank you!
Kathy
#Administration
#EverythingMaximo
#MaximoUserGroups

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------

Reading the high level process, I think you could also pull this off via an escalation that calls a communication template.  Depending on what you would consider a new job plan created by Operations that is ready for safety to add details, you can have your escalation query for these job plans.  Then have it send a communication to the Safety group to let them know its ready for them to update the Job Plan.  The repeat checkbox should be used to stop multiple messages from sending out.

Eric


------------------------------
Eric Godel
Bay Systems Consulting
------------------------------

Original Message:
Sent: 03-14-2022 16:29
From: Kathy Seabrook
Subject: Is there a way to create the "Create Communication" Action in the Job Plan application?

Hi Everyone!

Here is the process from a high-level -
Currently there are two different groups (Operations and Safety) that enter data into our system. Operations creates the Job Plans (job tasks, materials, labor, and some information in the Job Plan long description) and the Safety group creates the Safety Plans (safety plan, hazards, precautions, hazmat, and some lock out tag outs). The desire is that the Job Plan would be created first, then an email would be sent to the Safety group, advising them that a new job plan has been created; give recommendations regarding safety protocols that should be followed; along with assets/locations that would be affected by this job plan. Then the Safety group would review the information and determine if additional information is needed before creating the Safety Plan and it's associated records.

So the question is, Is there a way to create the "Create Communication" Action in the Job Plan application, similar to the one that is used in the Work Order Tracking application?

I am interested in hearing if anyone else has dealt with a situation like this and how they may have handled it, without customizations.

Thank you!
Kathy
#Administration
#EverythingMaximo
#MaximoUserGroups

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------

Thank you Eric for the additional guidance. I am not sure if the end user will want to have the communication based off of an escalation or manually send a message from the Create Communication action. I do like the escalation option as well. I am practicing both for when they are ready to tell me how they want to proceed.

Thank you!
Kathy Seabrook

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------

Original Message:
Sent: 03-16-2022 10:16
From: Eric Godel
Subject: Is there a way to create the "Create Communication" Action in the Job Plan application?

Reading the high level process, I think you could also pull this off via an escalation that calls a communication template.  Depending on what you would consider a new job plan created by Operations that is ready for safety to add details, you can have your escalation query for these job plans.  Then have it send a communication to the Safety group to let them know its ready for them to update the Job Plan.  The repeat checkbox should be used to stop multiple messages from sending out.

Eric


------------------------------
Eric Godel
Bay Systems Consulting

Original Message:
Sent: 03-14-2022 16:29
From: Kathy Seabrook
Subject: Is there a way to create the "Create Communication" Action in the Job Plan application?

Hi Everyone!

Here is the process from a high-level -
Currently there are two different groups (Operations and Safety) that enter data into our system. Operations creates the Job Plans (job tasks, materials, labor, and some information in the Job Plan long description) and the Safety group creates the Safety Plans (safety plan, hazards, precautions, hazmat, and some lock out tag outs). The desire is that the Job Plan would be created first, then an email would be sent to the Safety group, advising them that a new job plan has been created; give recommendations regarding safety protocols that should be followed; along with assets/locations that would be affected by this job plan. Then the Safety group would review the information and determine if additional information is needed before creating the Safety Plan and it's associated records.

So the question is, Is there a way to create the "Create Communication" Action in the Job Plan application, similar to the one that is used in the Work Order Tracking application?

I am interested in hearing if anyone else has dealt with a situation like this and how they may have handled it, without customizations.

Thank you!
Kathy
#Administration
#EverythingMaximo
#MaximoUserGroups

------------------------------
Kathy Seabrook
Jacksonville Port Authority
------------------------------