Maximo Open Forum

Hi everyone,

I'm looking for a way in Maximo to automate a status change on one PM when another PM is completed - specifically across two different work groups and job plans.

Here's the use case:

• PM #1 is assigned to our CHAIR group to pick up and stage air filters for an upcoming AHU filter change. It has its own job plan and materials but doesn't involve installation.

• PM #2 is assigned to the HVAC group to install the staged filters. This has a separate job plan.

Ideally, when PM #1 work order is completed, PM #2 would automatically have its status updated (e.g., from WAPPR to WPSCHED) or get released to the schedule queue - triggering the HVAC team that filters are staged and ready.

Has anyone implemented this type of workflow? Can this be done via workflow, escalation, or automation script that links the two PMs (even though they're separate)?

Any advice, examples, or best practices would be appreciated!

Hello Andrew,

Yesterday, I had a very good discussion with Gavin and Nate in regards to this. The solution is easier than it looks and it doesn't involve managing multiple records, e.g., PMs, Job Plans, Work Orders, Etc. Gavin presented a process where we can handle everything in a single work order. 

As a software developer, I usually approach issues/scenarios like this from a technical standpoint. However, time has proven to me that not everything requires a configuration change. A functional approach to the situation can be the right path to follow...

For my colleagues in this community, Andrew and I work together (lol). I'm aware of PM Hierarchy, Routes, Changes to workflow, etc. However, there are some factors to consider (particular to our system configuration). Here's what we think it should accomplish the requirements:

• Once the work order is generated (including the filters pre-planned) the warehouse will issue, and stage the filters accordingly...
• The staging and completion of the reservation within Inventory Usage will then trigger a work order status change to indicate the filters have been staged.
• Group 2 will perform the replacement and complete the work order (not closing it, just completing it...) 
• Based on the new status of the work order, Group 1 will dispose of the old filters and add the time it took to the work order. 
• Group 1 will then route the work order to its final status (closed)

Note: If we run out of filters for any reason, this process will change. Our system will automatically change the work order status to 'waiting for parts/material' if we can't fulfill the order. Our warehouse will make the necessary adjustments in its re-order process to ensure stock levels are optimal for this work.

Thank you for taking the time to read this post. As always, I'm open to evaluate other recommendations.

Thanks!

If you really wanted two PMs, there is a feature in Transportation industry solution called PM relationships. You could activate PM 2 only after PM 1 is complete. This avoids creating the WO until it's ready to execute. Related PMs - IBM Documentation

I documented in a blog post how to achieve similar functionality with automation scripts here: Adding PM Relationship functionality to core Maximo

However, I think this would be better as nested job plans with flow control enabled to prevent someone from starting the second WO until the first WO is completed. There is really only 1 PM activity (replace the filters) that has different tasks and responsibilities in order to complete it.