Maximo Open Forum

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

We have the same scenario on some of our PMs. If you leave the PM description blank, the job plan description will populate the work order description. 
To easily identify the PM record, we added the job plan description to the list view. 



------------------------------
Petra Harris
Wake County Public School System
------------------------------

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Another approach I used a few times was:  Since I knew when the PMWOGen cron task would run and create the Work Orders, I created an Escalation that would run shortly after that, looking for WOs where the JPNum = yourjpnum which then ran a Set Value action to change the WO Description to something more useful.

------------------------------
Travis Herron
Pensacola Christian College
------------------------------

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

We have the JP Description pulled into the WO List View so it's visible without having to click into the Work Order.  Added bonus is you can filter/search by JP description from the WO List View.

------------------------------
gail smith
chevron
------------------------------

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022
------------------------------

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022
------------------------------

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.
------------------------------

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Hi Harvey:

I was able to do that as follows:
1.  In DB Config, I added a YORN field to the PM object called "USEJPDESC".  The users then have the option to use the Job Plan description OR the PM description.
2.  In Conditional Expression Manager, I created a condition called "USEJPDESC".  The expression would be:  :PM.USEJPDESC = 1 (don't forget the ":" in front of PM).  I left the "Always Evaluate?" flag off.
3.  In Domains, I made an adjustment to the JP2WO domain (this is an OOB domain - you should have it).  
      -  In the "Crossover fields" section, I added a new row with DESCRIPTION in both the Source Field and the Destination Field.
      - (Here's the critical component) In the "Condition on Destination" field, I put the USEJPDESC condition (you would think it should be in the "Condition on Source", but it's not.  I think this is because the Job Plan data is copied to the work order AFTER the PM data).

Voila!  It worked.

------------------------------
Shannon Rotz
InComm Solutions Inc.
------------------------------

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Hi Shannon,

I like your solution, but there is no OOTB domain called JP2WO.  It will be a custom Crossover domain.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022
------------------------------

Original Message:
Sent: 01-15-2023 20:29
From: Shannon Rotz
Subject: Work Order description from PM job plan

Hi Harvey:

I was able to do that as follows:
1.  In DB Config, I added a YORN field to the PM object called "USEJPDESC".  The users then have the option to use the Job Plan description OR the PM description.
2.  In Conditional Expression Manager, I created a condition called "USEJPDESC".  The expression would be:  :PM.USEJPDESC = 1 (don't forget the ":" in front of PM).  I left the "Always Evaluate?" flag off.
3.  In Domains, I made an adjustment to the JP2WO domain (this is an OOB domain - you should have it).  
      -  In the "Crossover fields" section, I added a new row with DESCRIPTION in both the Source Field and the Destination Field.
      - (Here's the critical component) In the "Condition on Destination" field, I put the USEJPDESC condition (you would think it should be in the "Condition on Source", but it's not.  I think this is because the Job Plan data is copied to the work order AFTER the PM data).

Voila!  It worked.

------------------------------
Shannon Rotz
InComm Solutions Inc.

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Well, I thought I remember it being OOB, but it's entirely possible that I could have added it sometime in the distance past, and forgot I'd done it lol.  Thanks for the correction.

Shannon

------------------------------
Shannon Rotz
InComm Solutions Inc.
------------------------------

Original Message:
Sent: 01-16-2023 09:17
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Shannon,

I like your solution, but there is no OOTB domain called JP2WO.  It will be a custom Crossover domain.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-15-2023 20:29
From: Shannon Rotz
Subject: Work Order description from PM job plan

Hi Harvey:

I was able to do that as follows:
1.  In DB Config, I added a YORN field to the PM object called "USEJPDESC".  The users then have the option to use the Job Plan description OR the PM description.
2.  In Conditional Expression Manager, I created a condition called "USEJPDESC".  The expression would be:  :PM.USEJPDESC = 1 (don't forget the ":" in front of PM).  I left the "Always Evaluate?" flag off.
3.  In Domains, I made an adjustment to the JP2WO domain (this is an OOB domain - you should have it).  
      -  In the "Crossover fields" section, I added a new row with DESCRIPTION in both the Source Field and the Destination Field.
      - (Here's the critical component) In the "Condition on Destination" field, I put the USEJPDESC condition (you would think it should be in the "Condition on Source", but it's not.  I think this is because the Job Plan data is copied to the work order AFTER the PM data).

Voila!  It worked.

------------------------------
Shannon Rotz
InComm Solutions Inc.

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Good work. Nice solution Shannon

Congrats

------------------------------
André Cordeiro
------------------------------

Original Message:
Sent: 01-15-2023 20:29
From: Shannon Rotz
Subject: Work Order description from PM job plan

Hi Harvey:

I was able to do that as follows:
1.  In DB Config, I added a YORN field to the PM object called "USEJPDESC".  The users then have the option to use the Job Plan description OR the PM description.
2.  In Conditional Expression Manager, I created a condition called "USEJPDESC".  The expression would be:  :PM.USEJPDESC = 1 (don't forget the ":" in front of PM).  I left the "Always Evaluate?" flag off.
3.  In Domains, I made an adjustment to the JP2WO domain (this is an OOB domain - you should have it).  
      -  In the "Crossover fields" section, I added a new row with DESCRIPTION in both the Source Field and the Destination Field.
      - (Here's the critical component) In the "Condition on Destination" field, I put the USEJPDESC condition (you would think it should be in the "Condition on Source", but it's not.  I think this is because the Job Plan data is copied to the work order AFTER the PM data).

Voila!  It worked.

------------------------------
Shannon Rotz
InComm Solutions Inc.

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

You're welcome - glad to help.

------------------------------
Shannon Rotz
InComm Solutions Inc.
------------------------------

Original Message:
Sent: 01-16-2023 13:06
From: André Cordeiro
Subject: Work Order description from PM job plan

Good work. Nice solution Shannon

Congrats

------------------------------
André Cordeiro

Original Message:
Sent: 01-15-2023 20:29
From: Shannon Rotz
Subject: Work Order description from PM job plan

Hi Harvey:

I was able to do that as follows:
1.  In DB Config, I added a YORN field to the PM object called "USEJPDESC".  The users then have the option to use the Job Plan description OR the PM description.
2.  In Conditional Expression Manager, I created a condition called "USEJPDESC".  The expression would be:  :PM.USEJPDESC = 1 (don't forget the ":" in front of PM).  I left the "Always Evaluate?" flag off.
3.  In Domains, I made an adjustment to the JP2WO domain (this is an OOB domain - you should have it).  
      -  In the "Crossover fields" section, I added a new row with DESCRIPTION in both the Source Field and the Destination Field.
      - (Here's the critical component) In the "Condition on Destination" field, I put the USEJPDESC condition (you would think it should be in the "Condition on Source", but it's not.  I think this is because the Job Plan data is copied to the work order AFTER the PM data).

Voila!  It worked.

------------------------------
Shannon Rotz
InComm Solutions Inc.

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Correction:  apparently this is NOT an OOB domain - you'll have to add it.  I guess I added it sometime in the distant past and forgot that I'd done it.  It happens lol

------------------------------
Shannon Rotz
InComm Solutions Inc.
------------------------------

Original Message:
Sent: 01-15-2023 20:29
From: Shannon Rotz
Subject: Work Order description from PM job plan

Hi Harvey:

I was able to do that as follows:
1.  In DB Config, I added a YORN field to the PM object called "USEJPDESC".  The users then have the option to use the Job Plan description OR the PM description.
2.  In Conditional Expression Manager, I created a condition called "USEJPDESC".  The expression would be:  :PM.USEJPDESC = 1 (don't forget the ":" in front of PM).  I left the "Always Evaluate?" flag off.
3.  In Domains, I made an adjustment to the JP2WO domain (this is an OOB domain - you should have it).  
      -  In the "Crossover fields" section, I added a new row with DESCRIPTION in both the Source Field and the Destination Field.
      - (Here's the critical component) In the "Condition on Destination" field, I put the USEJPDESC condition (you would think it should be in the "Condition on Source", but it's not.  I think this is because the Job Plan data is copied to the work order AFTER the PM data).

Voila!  It worked.

------------------------------
Shannon Rotz
InComm Solutions Inc.

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

This has my vote!

------------------------------
Julie Shaw
Projetech Inc.
------------------------------

Original Message:
Sent: 01-14-2023 16:43
From: Christopher Winston
Subject: Work Order description from PM job plan

Nice write-up @Craig Kokay. Ok everyone else, you know this is a great option to have, so get in there and vote, and socialize this to get others to vote as well!!!​

------------------------------
Christopher Winston
Projetech Inc.

Original Message:
Sent: 01-14-2023 06:06
From: Craig Kokay
Subject: Work Order description from PM job plan

Very interesting.  I couldn't find anything on IBM Ideas!, so I have raised one.  See -- >https://ibm-ai-apps.ideas.ibm.com/ideas/MASM-I-881and vote

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-10-2023 16:52
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Harvey,

As Petra has pointed out, if you leave the PM description empty, the resulting work order will have the job plan description as the work order description.

However, this leaves you with PM's that you don't know what they are for.  Therefore we have created an automation script that will take the job plan description if the work order is from a PM.  There are a number of samples of this code out in the wild.

Your request is not untypical and perhaps we should raise an RFE to have a flag on the PM so a choice can be made if the work order description comes from the PM or the JP.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2022

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

I would like to Thank everyone that offered suggestions & Craig for elevating it to IBM. Looks like a lot of people have been asking this question for a long time. It makes sense for IBM to make that option available to the users. Hopefully we will all find a solution in the responses that fits your business needs until a more permanent solution is implemented at the developer level.
Thanks again!

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Just FYI, IBM has updated the status on the 'idea' to "Future Consideration"

------------------------------
Christopher Winston
Projetech Inc.
------------------------------

Original Message:
Sent: 01-17-2023 17:56
From: Harvey Starrett
Subject: Work Order description from PM job plan

I would like to Thank everyone that offered suggestions & Craig for elevating it to IBM. Looks like a lot of people have been asking this question for a long time. It makes sense for IBM to make that option available to the users. Hopefully we will all find a solution in the responses that fits your business needs until a more permanent solution is implemented at the developer level.
Thanks again!

------------------------------
Harvey Starrett
City of Henderson

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Hi Harvey:. The solution I posted did not work for you?



------------------------------
Shannon Rotz
InComm Solutions Inc.
------------------------------

Original Message:
Sent: 01-17-2023 17:56
From: Harvey Starrett
Subject: Work Order description from PM job plan

I would like to Thank everyone that offered suggestions & Craig for elevating it to IBM. Looks like a lot of people have been asking this question for a long time. It makes sense for IBM to make that option available to the users. Hopefully we will all find a solution in the responses that fits your business needs until a more permanent solution is implemented at the developer level.
Thanks again!

------------------------------
Harvey Starrett
City of Henderson

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Good Morning Shannon
   Thanks for the information. Because of the number of different groups here at City of Henderson using Maximo we have to run something affecting the Data Base through a "Change Control Board". So, we are working through them to see if the other groups have a need for this. I will try to keep everyone informed as to the outcome.
Thanks Again
Harvey

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Original Message:
Sent: 01-18-2023 23:09
From: Shannon Rotz
Subject: Work Order description from PM job plan

Hi Harvey:. The solution I posted did not work for you?



------------------------------
Shannon Rotz
InComm Solutions Inc.

Original Message:
Sent: 01-17-2023 17:56
From: Harvey Starrett
Subject: Work Order description from PM job plan

I would like to Thank everyone that offered suggestions & Craig for elevating it to IBM. Looks like a lot of people have been asking this question for a long time. It makes sense for IBM to make that option available to the users. Hopefully we will all find a solution in the responses that fits your business needs until a more permanent solution is implemented at the developer level.
Thanks again!

------------------------------
Harvey Starrett
City of Henderson

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

I have seen where an ACTION is used to concatenate the PM with the Job Plan and triggered using an ESCALATION; this was done so that the PM description and Job Plan cadence e.g., 3M, 6M, 1Y are all part of the work order description. ​

------------------------------
Will Zurkan
Symbotic
------------------------------

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Hi Will,

I'd be very careful as concatenating the PM desc + JP desc you can very easily exceed the work order desc length.  You would have to trim it to the correct length.  This is why I didn't put in the RFE a suggestion to have that as an option.  I don't like when the text gets cut off.

In fact the PM.DESCRIPTION, JOBPLAN.DESCRITPION, JOBTASK.DESCRIPTION and ROUTE_STOP.DESCRIPTION should all be the same length as the WORKORDER.DESCRIPTION as any one of these can become the work order description.  It's just that IBM hasn't correctly defined the SAMEASOBECT and SAMEASATTRIBUTE.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2023
------------------------------

Original Message:
Sent: 01-18-2023 22:01
From: Will Zurkan
Subject: Work Order description from PM job plan

I have seen where an ACTION is used to concatenate the PM with the Job Plan and triggered using an ESCALATION; this was done so that the PM description and Job Plan cadence e.g., 3M, 6M, 1Y are all part of the work order description. ​

------------------------------
Will Zurkan
Symbotic

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Hi Craig. You have a valid concern... it is not a show stopper, but there is a propensity to get a warning when the description exceeds field length. It becomes a hassle when trying use App Import. Thanks for your most excellent insight!

------------------------------
Will Zurkan
Symbotic
------------------------------

Original Message:
Sent: 01-19-2023 00:11
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Will,

I'd be very careful as concatenating the PM desc + JP desc you can very easily exceed the work order desc length.  You would have to trim it to the correct length.  This is why I didn't put in the RFE a suggestion to have that as an option.  I don't like when the text gets cut off.

In fact the PM.DESCRIPTION, JOBPLAN.DESCRITPION, JOBTASK.DESCRIPTION and ROUTE_STOP.DESCRIPTION should all be the same length as the WORKORDER.DESCRIPTION as any one of these can become the work order description.  It's just that IBM hasn't correctly defined the SAMEASOBECT and SAMEASATTRIBUTE.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2023

Original Message:
Sent: 01-18-2023 22:01
From: Will Zurkan
Subject: Work Order description from PM job plan

I have seen where an ACTION is used to concatenate the PM with the Job Plan and triggered using an ESCALATION; this was done so that the PM description and Job Plan cadence e.g., 3M, 6M, 1Y are all part of the work order description. ​

------------------------------
Will Zurkan
Symbotic

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Update: As of today, the idea, is planned for future release

------------------------------
Christopher Winston
Projetech Inc.
IBM Champion 2024
------------------------------

Original Message:
Sent: 01-19-2023 12:11
From: Will Zurkan
Subject: Work Order description from PM job plan

Hi Craig. You have a valid concern... it is not a show stopper, but there is a propensity to get a warning when the description exceeds field length. It becomes a hassle when trying use App Import. Thanks for your most excellent insight!

------------------------------
Will Zurkan
Symbotic

Original Message:
Sent: 01-19-2023 00:11
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Will,

I'd be very careful as concatenating the PM desc + JP desc you can very easily exceed the work order desc length.  You would have to trim it to the correct length.  This is why I didn't put in the RFE a suggestion to have that as an option.  I don't like when the text gets cut off.

In fact the PM.DESCRIPTION, JOBPLAN.DESCRITPION, JOBTASK.DESCRIPTION and ROUTE_STOP.DESCRIPTION should all be the same length as the WORKORDER.DESCRIPTION as any one of these can become the work order description.  It's just that IBM hasn't correctly defined the SAMEASOBECT and SAMEASATTRIBUTE.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2023

Original Message:
Sent: 01-18-2023 22:01
From: Will Zurkan
Subject: Work Order description from PM job plan

I have seen where an ACTION is used to concatenate the PM with the Job Plan and triggered using an ESCALATION; this was done so that the PM description and Job Plan cadence e.g., 3M, 6M, 1Y are all part of the work order description. ​

------------------------------
Will Zurkan
Symbotic

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------

Fantastic!

------------------------------
erika mazza
Region of Durham
------------------------------

Original Message:
Sent: 04-10-2024 00:39
From: Christopher Winston
Subject: Work Order description from PM job plan

Update: As of today, the idea, is planned for future release

------------------------------
Christopher Winston
Projetech Inc.
IBM Champion 2024

Original Message:
Sent: 01-19-2023 12:11
From: Will Zurkan
Subject: Work Order description from PM job plan

Hi Craig. You have a valid concern... it is not a show stopper, but there is a propensity to get a warning when the description exceeds field length. It becomes a hassle when trying use App Import. Thanks for your most excellent insight!

------------------------------
Will Zurkan
Symbotic

Original Message:
Sent: 01-19-2023 00:11
From: Craig Kokay
Subject: Work Order description from PM job plan

Hi Will,

I'd be very careful as concatenating the PM desc + JP desc you can very easily exceed the work order desc length.  You would have to trim it to the correct length.  This is why I didn't put in the RFE a suggestion to have that as an option.  I don't like when the text gets cut off.

In fact the PM.DESCRIPTION, JOBPLAN.DESCRITPION, JOBTASK.DESCRIPTION and ROUTE_STOP.DESCRIPTION should all be the same length as the WORKORDER.DESCRIPTION as any one of these can become the work order description.  It's just that IBM hasn't correctly defined the SAMEASOBECT and SAMEASATTRIBUTE.

------------------------------
Regards,
Craig Kokay
ISW
Maximo Practice Manager
eMail: ckokay@isw.net.au
Phone: +61-411-682-040

#IBMChampion2023

Original Message:
Sent: 01-18-2023 22:01
From: Will Zurkan
Subject: Work Order description from PM job plan

I have seen where an ACTION is used to concatenate the PM with the Job Plan and triggered using an ESCALATION; this was done so that the PM description and Job Plan cadence e.g., 3M, 6M, 1Y are all part of the work order description. ​

------------------------------
Will Zurkan
Symbotic

Original Message:
Sent: 01-09-2023 10:20
From: Harvey Starrett
Subject: Work Order description from PM job plan

Is there a way to bring the description on Preventive Maintenance Work Orders in from the assigned Job Plan instead of the Preventive Maintenance application. This would be very helpful when using the Job Plan Sequencing portion of the application.
Thanks
#WorkManagement

------------------------------
Harvey Starrett
City of Henderson
------------------------------