IBM Maximo Mobile Suite Version 7 Release 5.1. User Guide

Transcription

1 IBM Maximo Mobile Suite Version 7 Release 5.1 User Guide

2 Note Before using this information and the product it supports, read the information in Notices on page 39. This edition applies to version 7, release 5, modification 1 of IBM Maximo Mobile Suite and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright IBM Corporation 2007, US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents Chapter 1. Maximo Mobile Suite Technical Overview Start center components Mobile device connections with the application server Transaction queues Data restriction using queries Data refreshes on mobile devices Refreshing data on mobile devices Data types for mobile devices Signing in to a Mobile component Creating records on mobile devices Downloading individual records to mobile devices. 5 Chapter 2. Maximo Mobile Asset Manager Record types Data validation Auditing process Building a route Downloading assets for a location Creating a query to download asset records.. 9 Auditing assets from a route Updating and replacing asset data Auditing location assets Changing record statuses Attaching files to records Recording meter readings Requesting maintenance for assets, locations, or configuration items Maintenance record types Reporting downtime for an asset Chapter 3. Maximo Mobile Inventory Manager Counting inventory items Physical counts Purchase order items Inspecting items on incomplete receipts Item issuing Creating quick issues Creating issues using the reservation list Item reservation Creating issues without using the reservation list 15 Inspecting items Bar code scanning on tables Receiving rotating items Item transfers Transferring items using the transfers list Transferring items without using the transfers list 17 Returning items Returning an item by using the return list Returning an item without issues Committing changes to records Chapter 4. Maximo Mobile Work Manager Planning work Safety hazards Adding work Adding activities to tickets Adding multiple records for tickets or work orders Adding tasks to work plans Creating follow-up work Selecting required resources Selecting labor Selecting planned labor Selecting tools for work Selecting materials Selecting asset spare parts Selecting reserved materials Creating work Creating work records Managing work using work lists Affected areas Changing assets or locations Reassigning work Creating solutions for tickets Updating asset and location data using routes.. 27 Performing labor on linear assets Assigning ownership Reporting work Reporting the status of assets or work Changing record statuses Changing task statuses Entering actual materials and tools usage.. 29 Changing asset operating status Reporting downtime Entering failure reports Updating work history Reporting all labor Reporting labor Building crews for labor reporting Reporting crew labor Reporting time Tracking actual labor hours Tracking hours by using timers Tracking time on tickets Administration Relating records Related records Capturing signatures Managing attachments Attaching files to work records Connected lookups Downloading attached files to the device.. 35 Downloading work records for assets and locations Creating communications Copyright IBM Corp. 2007, 2013 iii

4 Notices Trademarks iv User Guide

5 Chapter 1. Maximo Mobile Suite Technical Overview Start center components With the Maximo Mobile Suite, mobile workers can manage work, asset, and inventory processes from a mobile device. The following components are included in Maximo Mobile Suite and run on mobile devices. v v v You use IBM Maximo Mobile Work Manager to manage maintenance for assets, locations and configuration items using work orders and tickets. You use IBM Maximo Mobile Inventory Manager to manage inventory storeroom processes, such as physical counts, issues, receipts, returns, and transfers of inventory as well as purchase order receiving. You use IBM Maximo Mobile Asset Manager to manage assets, locations, configuration items, routes, and collections, and to perform physical asset audits of your locations. Each of the components work like separate products from a mobile device. You can use any combination of the components, but do not require all of them for the other components to work. The Maximo Mobile Suite is the name for the collection of all components. All of the components share some common features, like a start center, icons, and basic navigation. All components use mobile devices to update records that are sent to an application server, which is usually managed by an administrator. The administrator works Maximo Mobile Suite from the application server, where it integrates as an add-on product with IBM Maximo Asset Management. The administrator manages the work of mobile workers using Tivoli's process automation engine as well as three Mobile-specific applications: Mobile Error Management, Mobile Data Manager, and Security Groups (Mobile). The start center displays application-specific data with links to all your work list records. You can create new records from the start center. You can also set preferences and manage data. The following table lists the start center items that are common to all the Maximo Mobile Suite components. Item Menu Worklist Refresh Full Refresh Download now Description Located on the left side of the command bar. You can use the menu to download data from the application server and set your preferences. Tap to refresh the work list data on your device. Tap to refresh both the work list and additional data on your device. You can download any record on demand. Copyright IBM Corp. 2007,

6 Item Preferences Password notification in Days Reset application Description You can define preferences, such as default locations, refresh frequencies, and font size. Specify how many days in advance of your password expiring that you want to be notified to change it. You can remove all data from the device for the current user, or remove data from the device for other users if you are authorized. Mobile device connections with the application server Transaction queues The application server works as the central brain for the mobile devices. Each mobile device is configured to work as a remote machine that sends information to and from the application server. Mobile workers are sent records from the administrator on the application server to the mobile devices. The records on the mobile devices are updated by the mobile workers and then sent back to the administrator on the application server to update the permanent records. Mobile devices can be used online and offline. They must be online to download the necessary records from the application server, but then can work in an offline mode to update the records as work is completed. The mobile device must be online again to upload all the updated records onto the application server. When the mobile device is online, mobile workers have real-time access to data on the application server. Requests for data can be sent immediately to the application server. Because the application server works as the repository for all records, sometimes mobile workers download, and begin work on, records that are later updated on the application server. Most of the time, this has no effect on the mobile worker. But if work has been done on items that are no longer part of a record on the updated version on the application server, then the mobile worker is informed of the change. Records that are changed on the mobile device are not overridden. A transaction queue stores the transactions or requests that do not need to be processed immediately. Because Maximo Mobile applications are designed to run in a disconnected mode, any transactions that you perform must be stored in a queue. These transactions are sent to the application server upon connection. Transaction queues reside on the device and on the application server. The transaction queue on the device stores transactions when connectivity is not available. Upon connection, the transactions are sent to the transaction queue on the application server which processes the transactions on a specific order. Transaction IDs are automatically generated for each transaction. The transaction IDs are always generated in a sequential order. When the mobile device connects to the application server, transactions are sent to the application server in an ascending order of the transaction ID and the application server executes the transactions based on this order. 2 User Guide

7 Data restriction using queries If connectivity to the application server is lost while a transaction is being processed for downloading data onto the device, only the 50 records that are currently in the process of downloading to the device are download or saved. Any remaining records are downloaded to the device the next time the data is refreshed. To download work list data and additional data to a mobile device, you must set up queries in the Mobile Data Manager application. Queries control the amount and type of data that is downloaded onto a mobile device. Queries are run on the application server and the records that correspond to the queries are downloaded onto a device. After your administrator sets up and determines which groups have access to which data, you can choose to download all the data or a part of this data. Data refreshes on mobile devices A data refresh occurs when you connect your mobile device to the application server to update records on your mobile device, and to send records to the application server. You typically refresh the data on your mobile device before you start your work so you have the records that you require. A data refresh is essential to your capacity to do work as a mobile worker. You use it to download the records that administrators send to your mobile device, which you use to carry out the required work. For example, if you need to audit the assets in locations A and B, then the administrator must send you all of the asset records that are located in locations A and B, as well as records for the supporting data, such as the meters that are listed for the locations. When you refresh your mobile device at the beginning of the day, you download all these records onto your mobile device. After you have completed work, you must upload data so that Maximo Mobile Suite is updated with the records you saved on the mobile device. For example, when you complete the asset audit for locations A and B, you updated the asset records to indicate that the status of an asset is down, and created a work order record to repair the asset. Any records that have been changed or created by you must be uploaded to application server by performing a data refresh. There are two main types of refreshes: a work list refresh and a full refresh. Full refresh Updates the work list data and the additional data on your mobile device. Work list refresh Updates all of the records on your mobile device that comprise the work list for each component. Table 1. Record types that are refreshed in each component Maximo Mobile Asset Manager Assets, locations, configuration items, routes, collections. Maximo Mobile Work Manager Work orders, service requests, incidents, changes, problems, releases. Maximo Mobile Inventory Manager Physical counts, issues, receipts, returns, transfers. Chapter 1. Maximo Mobile Suite Technical Overview 3

8 By default, records are sent to and from the mobile device in increments of 50. If connectivity to the application server is lost while the mobile device is downloading data from it, only the first 50 records that are currently in the process of being downloaded to the mobile device are downloaded. Any remaining records are downloaded to the mobile device the next time the data is refreshed. If there are records that are stored on the mobile device but have been deleted from the application server, those records are deleted from the mobile device during the data upload. Refreshing data on mobile devices You must refresh data on your mobile device to download records that you require to do work. When you refresh, you may also send records that are saved on the mobile device to the application server. A data refresh updates the mobile device with the most recent records that match the queries that the administrator defined. Before you begin To download data to your mobile device, you must have connectivity to the application server. About this task If your mobile device is online, you can select the Refresh icon to download records to your mobile device and to upload records from your device onto the application server. When records are newer on the mobile device than the application server, updates are not processed on the mobile device to prevent work from being lost. 1. On the mobile device, tap Menu > Manage Data > Refresh All Data When your mobile device is next connected to the application server, the device sends a request to it for new data. Any records that are new, changed, or deleted since the last refresh are updated on the mobile device. 2. To send the data back to the application server, when you finish your work, from the Action menu, tap Send. Data types for mobile devices Three types of data are stored on a mobile device: work list data, supporting data, and additional data. You use work list data to do your work, supporting data is related to work list data, and you use additional data as reference information. Work list data Comprises the records that you need to do your work. For example, if you are using the Maximo Mobile Asset Manager, the work list data includes asset records. Supporting data The information that is related to work list data to help you do your work. Supporting data is automatically downloaded to your mobile device with the work list data it is attached to. The supporting data that you download onto your mobile device depends on how the data groups are configured by the administrator, who can remove unnecessary data types from the supporting data to save space on the mobile device. 4 User Guide

9 Additional data Records that provide useful, but non-critical, information that you might use as a reference. For example, you can create a work order in the Maximo Mobile Work Manager, and add assets to it as additional data. Additional data is read-only. You can refresh additional data or work list data by selecting Menu > Manage Data on your mobile device. Signing in to a Mobile component To have access to features and applications, you must sign in to one of the Maximo Mobile Suite components. You must sign into each component individually. 1. Tap Start on your mobile device. 2. Select the component to which you want to sign in. 3. On the login screen, specify a user name and password. Your user name and password are case-sensitive. 4. Tap Go. Creating records on mobile devices You use the records to track, maintain, and update asset data. The type of record that you can create depends on what component you are using. For example, you create asset and location records in the Maximo Mobile Asset Manager component, and work orders and service requests in the Maximo Mobile Work Manager component. 1. From one of the components on the mobile device, tap Create New. 2. Select the record type that you want to create. 3. Specify other data about the record. Downloading individual records to mobile devices You can download records to your mobile device that you need immediately. For example, an administrator might contact you to ask you to immediately download an urgent work order. The administrator does not have to change the queries in the Mobile Data Manager application. About this task The downloaded record may include all of the supporting data of a record. Therefore, downloading can take several minutes. 1. From the home page of a Mobile component on the mobile device, tap Download Now. 2. Specify the type of record that you want to download. 3. Specify the record that you want to download, either by manually selecting it or using the lookup window. 4. Tap OK. Chapter 1. Maximo Mobile Suite Technical Overview 5

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11 Chapter 2. Maximo Mobile Asset Manager Record types To ensure that you have accurate asset data, you can use the Maximo Mobile Asset Manager to identify assets, their configuration, and update their records. With the Maximo Mobile Asset Manager, you can manage processes for assets, locations, configuration items, routes, and collections, such as: v v v v Track assets and relevant information about them, such as its location, status, serial number, and cost. Request maintenance for locations. Describe configuration items, their classifications, and service groups. Define the routes for auditing assets. Records are categorized into five record types. Each record type can be associated with the other record types to create relationships, such as associating an asset with a location. Table 2. Types of records Record Type asset location configuration item (CI) routes collections Description Items belonging to an organization are classified as assets. Each asset must have a record describing it so that audits and inspections can be carried out on the assets. To carry out asset audits or inspections, an asset or CI must have a location assigned to it. A location can be defined as a vendor, repair, operating, storeroom, salvage, labor, courier, or holding location. Audits are carried out by location. A CI is any component of an information technology infrastructure that is under the control of configuration management. A route is a defined sequence of locations and assets to inspect. A collection is a group of business-related assets, locations, and CIs. A collection is not sequentially organized like a route. Data validation Any record that you create must be validated by the application server. Validation ensures that no records are duplicated and that all data that is stored on a mobile device is current. Records created on a mobile device must be uploaded to the application server before the record can be validated. Copyright IBM Corp. 2007,

12 Validation scenarios Scenario You create a record on a mobile device that does not exist on the application server. You create a record on a mobile device that already exists on the application server. You create several records on a mobile device at the same time that are associated to each other. Result When the device is next connected to the application server, all new data is uploaded. The application server validates that the record is new and updates the application server. When the device is next connected to the application server, all new data is uploaded. The application server validates that the record exists on the application server. The duplicated record is returned to the mobile device with an error. Before the records are uploaded to the application server the next time the device is connected, new records are detected that are associated to other new records being sent from the mobile device. The associated records are displayed and you are prompted to send all new records to the application server at the same time. Auditing process When you audit the physical assets in a facility, you check assets and configuration items, their locations, and whether maintenance is required. Audits can be done manually or by using bar code or RFID scanning to update the records for each asset. The auditing process follows these basic steps: 1. Download the asset records from the location that you are auditing. 2. Scan or manually check the assets that are assigned to a location. If you scan bar codes using a Motorola MC3190-Z RFID reader, the device scans itself as it has an internal RFID tag. The Motorola MC3190-Z RFID reader s RFID tag is included in the scan results. 3. If necessary, create a record for an asset. 4. If an asset is not found in the location, change the status of the asset record to indicate that it is missing. 5. If an asset is found in a location but assigned to another location, move it to the correct location or indicate that it is misplaced. 6. If required, request maintenance for assets, locations, or configuration items. Building a route A route is a defined order of locations and assets. A route associates all the assets that share a location into one record. A route helps you perform an audit by providing a sequence of assets to inspect. 1. In the Asset Manager component on the mobile device, tap Create New > Route. 2. Enter the details for the route that you are creating. 3. Tap Route Stops > New Route Stop. 4. Specify a numeric value to indicate the sequence of the stop in the route that you are creating, and then specify an asset or a location. 5. Tap OK. 8 User Guide

13 Downloading assets for a location When you audit a location, you must get a list of the assets for the location. You can download all the asset records that share a location by creating a query, or by downloading the assets that are associated with a location. Creating a query to download asset records You can download the records to perform an audit by creating a query for all the asset records associated with a location. The query sends the asset records to a mobile device. 1. On the application server, from the Mobile Data Manager application, specify the user group who is performing the audit. 2. Select the Maximo Mobile Asset Manager component, and then select the asset data group. 3. Create a query. For example, you can create a query to download the records for assets in one location, such as location=location_name. 4. Save the query. What to do next You must perform a refresh on the mobile device for the changes to take effect. Auditing assets from a route A route is a defined sequence of assets for inspection. You can download the assets defined in a route to perform an audit in a location. 1. In the Asset Manager component on the mobile device, open the Routes work list. 2. Select the route from which you want to download assets. 3. Tap Route Stops. Each asset is listed in the route. 4. Click the arrow icons and select Goto Asset, orgoto Location. The asset or location records must be downloaded to the device. 5. Inspect the asset or location. Updating and replacing asset data When you audit a location, you might need to change the location, parent record, or site for an asset. You can move an asset if you need to change its location. You might also need to replace a decommissioned asset with a new one. 1. In the Asset Manager component on the mobile device, open the record of the asset for which you want to update or replace data. 2. Tap Menu > Move/Swap. 3. Specify the details for the asset record. v If you are changing the parent, location, bin, or site of an asset, on the Move Asset tab, specify the updated data. v If you are replacing the asset, on the Replacement Asset tab, specify the new data. 4. Tap OK. Chapter 2. Maximo Mobile Asset Manager 9

14 Auditing location assets When you audit a location, you take an inventory of all its assets. You ensure that all the assets are present and in the right location. You can check for assets manually or by using bar code or RFID scanning. As you scan each item, it is marked as audited and the date and the name of the auditor is recorded. About this task You can describe the outcomes of an audit by assigning statuses to asset records. The default statuses are Decommissioned, Active, Misplaced, and Missing. 1. In the Asset Manager component on the mobile device, select the location that you want to audit. 2. From the View menu, select Location s Assets, and select Audit This Location. 3. If you are manually auditing the location, begin searching for the assets that are listed on the mobile device. 4. If you are using bar code scanning, begin scanning items in the location. If you are using an Android device, tap and hold the asset to start the bar code scan. 5. If you are using RFID scanning, tap Start RFID Scan to begin scanning items in the location. As you scan each item, it is recorded as being expected, or misplaced, or as being unmatched. When you complete auditing the location, tap End RFID Scan. 6. Audit the next location. v To audit the next location that is listed in the device, tap Audit next location. v If you are using bar code scanning, tap Scan next location and scan the bar code of the next location to audit. All assets of the scanned location are listed to be audited. What to do next If you find an asset with no record, you can create a record for that asset. If you find an asset in the location that is not assigned to that location, you can move it to the correct location or indicate that it is misplaced. If you cannot find an asset, you can change its status to indicate that it is missing and send an to the asset owner. Changing record statuses Some work records have a status that indicates its position in the work record processing cycle. When you audit assets, you might find that an asset needs repair or is missing, you update the status of the asset so that the appropriate action can be taken. 1. In the Asset Manager components on the mobile device, select the work record whose status you want to change. 2. Tap Menu > Change Status. 3. Change the status of the work record. 4. Tap OK. 10 User Guide

15 Attaching files to records Attachments can be a photographic image, a signature captured as a graphic image, a sound file, or a text document. They can be used as additional data for work that you are doing, such as a picture of an asset that requires maintenance. 1. In the Asset Manager component on the mobile device, open the record to which you want to attach a file. 2. Tap Menu > Attach File. 3. Specify the file you want to attach. For example, you can attach a picture of an asset to a work order. You can also send attachments as a sound file or text file. 4. Tap Attach. 5. Indicate the file you want to attach to the record, then tap Attach. The file is appended to the record. Recording meter readings Meter readings can help indicate upcoming required maintenance or replacement. You can enter meter readings for assets while performing an audit. If the meter reading is high, you can request maintenance for the asset, if necessary. 1. In the Asset Manager component on the mobile device, open the record of the asset for which you want to take a meter reading. 2. Tap Menu > Enter Meter Reading. 3. Specify the data for the meter reading. 4. Tap OK. Requesting maintenance for assets, locations, or configuration items When you audit a location, you might find an asset, location, or configuration item that is not working properly. You can request maintenance in the form of work orders, service requests, incidents, problems, changes, or releases. 1. In the Asset Manager component on the mobile device, open the record for which you want to request maintenance. 2. Expand the menu beside the record name, and then tap Create > Maintenance record type. 3. Specify the data for the maintenance. 4. Tap Send to upload this record to the application server. Maintenance record types The type of maintenance required depends on the asset, location, or configuration item. Table 3. Types of maintenance records Type of maintenance record work order Description A record that contains information about work that must be performed for an asset, location, or configuration item (CI). Chapter 2. Maximo Mobile Asset Manager 11

16 Table 3. Types of maintenance records (continued) Type of maintenance record service request incident problem change request release Description A request that is created and passed to the request queue handler whenever a nucleus server requires a service that is not currently available. An event that is not part of the standard operation of a service and causes or might cause a disruption to, or a reduction in, the quality of services and customer productivity. An abnormal symptom in a system that is being managed. A type of work record where you can plan, review, and report actuals for implementing changes or deploying new, standard configurations to existing assets. A release record details the tasks, scheduling, and people or groups involved in the release. Reporting downtime for an asset If an asset is unavailable for use, you can change its status so that other users are aware of its status. 1. In the Asset Manager component on the mobile device, open the asset record for the asset that is unavailable. 2. Tap Menu > Report Downtime. 3. Select the reason for the downtime. 4. Specify the details of the downtime. 5. Tap OK. 12 User Guide

17 Chapter 3. Maximo Mobile Inventory Manager Counting inventory items You can perform inventory management tasks from a mobile device. You can adjust or create physical counts for items in a location, issue items to a work order, receive items from a purchase order, return items, and transfer items from one location to another. When you are in a connected environment, you have real-time access to data on the application server. Your request for data can be sent immediately to the application server. After you have completed your tasks, the data can be uploaded immediately to the application server. You can also complete all your inventory management tasks offline and then send all your work to the application server when a connection is available. With the Maximo Mobile Inventory Manager, you can manage the process for managing inventory, including tasks such as: v Taking physical counts of inventory v Issuing inventory v Receiving inventory items v Returning inventory v Transferring the location of inventory items You can add a new physical count for an item that is not displayed in the count list. The physical count is typically a number that you adjust at predefined intervals, such as monthly, quarterly, or annually. 1. In the Inventory Manager component on the mobile device, tap Create New Count. 2. In the Item field, specify the item for which you want to create a physical count. 3. Specify a bin for the item. To avoid duplication of counts for an item, the item and bin combination cannot already exist in the count list or the review list. 4. Specify a storeroom, site, and new count for the item. 5. In the Count Date field, specify the date and time on which the physical count was taken. 6. Save the record. Physical counts For each storeroom that carries an item, you can view the bin number, lot number, and the physical count that is currently reported. After you have performed an inventory count, you can adjust the physical count for any storeroom and enter the count date. You can view the list of all items downloaded on the device that must be counted in the Physical Count List screen. You can also view the details of each item in this screen. Copyright IBM Corp. 2007,

18 Purchase order items You can adjust a physical count for an item already in the count list by entering a new count value. You can view the list of each purchase order (PO) items that were downloaded to the mobile device and are available to be received. POs are downloaded onto the mobile device only if they have a status of approved or in progress. The latest revision of the PO is downloaded. In the PO List, you can continue receiving items on the Continue Receipts tab if receipts exist for PO lines that are still waiting for inspection or rotating assets. Inspecting items on incomplete receipts Item issuing You might not finish receiving all the items on a PO record at one time. You can continue to receive items from a PO record if a receipt line is waiting for inspection or waiting for an asset ID. 1. In the Inventory Manager component on the mobile device, open the receipts work list. 2. Select the PO for which you would like to continue receiving items. 3. Select the Continue Receipts tab. All the PO lines for the selected PO are listed when the receipt status is either waiting inspection (WINSP), or waiting an asset ID (WASSET). 4. Select a PO line. 5. Continue receiving the items for the PO record. v Inspect the line item if the receipt is waiting for an inspection (WINSP). v Receive the rotating item if the receipt is waiting for an asset ID (WASSET). When you issue an item you are appending the item record to a work order. There are several ways to issue an item to a record. Creating quick issues You can immediately issue items to a work order from your mobile device. Before you begin The item must not be rotating, condition-enabled, or in a lot. 1. In the Inventory Manager component on the mobile device, open the issues work list. 2. Tap the Quick Issue icon that is beside the item that you want to issue. 3. Tap OK. 14 User Guide

19 Creating issues using the reservation list You can create an issue for items in a work order. When you create an issue from the reservation list, the details of the item are automatically entered into the issue record. Inspecting items 1. In the Inventory Manager component on the mobile device, open the issues work list. 2. Open the reservations list. 3. Select the reserved item that you want to issue. 4. Save the record. Item reservation When a work order is approved, a reservation list is created for any inventory items from a storeroom that were planned for the work order. From the reservation list, you can view the list of inventory items on your mobile device that have been reserved to be issued. An item does not need to be reserved for you to be able to issue it. Creating issues without using the reservation list You can create an issue for items in a work order that were not downloaded to your mobile device. 1. In the Inventory Manager component on the mobile device, tap Create new: Issue. 2. Specify the item for which you want to create an issue. 3. Enter a storeroom, site, and quantity. 4. Save the record. An item must be inspected before you can complete the receiving process. 1. In the Inventory Manager component on the mobile device, select the PO lines/continue Receipts work list, or the Continue Receiving window. 2. Tap Inspect Line Item. 3. Optional: In the Accepted Quantity field, modify the received quantity. 4. Optional: To reject an item, enter a number in the Rejected Quantity field and provide a reason code in the Reject Code field. 5. Optional: If the line item is a rotating item, click Receive Rotating Item. 6. Save the record. Results If the item is a rotating item, the receipt status is set to waiting for an asset ID (WASSET). If the receipt is fully processed, the receipt status is set to complete. Chapter 3. Maximo Mobile Inventory Manager 15

20 Bar code scanning on tables Your mobile device can be configured to scan a primary and a secondary field in each table. Bar code scanning is a fast way to identify some records. To scan bar codes on tables on Android mobile devices, tap and hold the field. When you use bar code scanning in tables, the bar code scan displays a 1 or a 2 to indicate which scan is next. You can click the bar code scan to view the primary and secondary scans. The following table lists the tables and their default primary and secondary scans. You can change the primary and secondary columns for scanning. Table Primary scan Secondary scan Physical Counts Item List Item Bin Issues Work Order Item Returns Item None. Transfers Item None. Receiving - Purchase Order Purchase Order none Receiving - Purchase Order Line Item none Receiving rotating items Example of scanning items You are taking inventory of a storeroom and want to enter the item number for an inventory item by using a bar code scanner. Select the Item field, and then scan the item number. If you are using an Android mobile device, tap and hold the Item field, and then scan the item number. The item number is populated in the Item field. Your device might be configured to scan two fields. For example, in the Physical Counts Item List table, you might have the Item field as the primary scan field, and the Bin field as the secondary scan field. When you scan an item and there are multiple items that match the primary scan, then the item list is filtered to only display the items that also match the secondary scan. If a line item is rotating, you must receive the rotating item to finish the receipt process for the item. 1. In the Inventory Manager component on the mobile device, tap Receipts and then in the PO Lines tab, select the rotating item that you want to receive. 2. Tap Receive Rotating Item 3. To specify asset numbers for the line item, enter a number in the Asset field for each row. 4. Optional: Autonumber the rotating assets to automatically generate an asset number for each row. To do this, the mobile device must be connected to the application server. 16 User Guide

21 Item transfers Returning items From the Inventory Manager component on your mobile device, you can transfer items from one storeroom to another storeroom. You can download transfer records onto your mobile device, or you can create a transfer transaction manually. The transfers list displays records that are downloaded on your mobile device and are available to transfer. You can use this list to transfer items that are downloaded to your device. You can also create a transfer transaction manually for items that you did not download. Transferring items using the transfers list You can create a standard transfer for any item whose record is downloaded to your mobile device. 1. In the Inventory Manager component on the mobile device, select the Transfers List window and select the item that you want to transfer. 2. Enter the location and site to which the item is being transferred. 3. Save the record. Transferring items without using the transfers list You can transfer items that you did not download to your mobile device. 1. In the Inventory Manager on the mobile device, tap Create New Transfer. 2. Specify the item for which you want to create a transfer transaction. 3. Enter the location and site from which the item is being transferred. 4. Enter the quantity of the item. 5. Enter the location and site to which the item is being transferred. 6. If necessary, enter the conversion ratio for this transaction. For example, if the storeroom you are transferring from is measured in boxes, and your receiving storeroom is measured in items per box, then your conversion ratio is between Box and Each. If you have a ratio of one box to 12 items, then conversion value is Save the record. From your mobile device, you can return items that were issued to a work order. The return list shows records that are downloaded to your mobile device and are available to return. You can use this list to return an item based on a previously issued item, or you can return an item without referencing any previously issued item. Returning an item by using the return list You can return an item based on a previous issue from the return list. Chapter 3. Maximo Mobile Inventory Manager 17

22 1. In the Inventory Manager component on the mobile device, open the returns work list. 2. Select the item that you want to return. 3. Optional: Change the quantity of the item. 4. Save the record. Returning an item without issues You can create a new return transaction without referencing a previous issue. 1. In the Inventory Manager component on the mobile device, tap Create New Return. 2. Specify the item for which you want to create a return transaction. 3. Enter the storeroom, site, and the quantity of the item. 4. Save the record. Committing changes to records If you want to upload records from the mobile device to the application server, you can review the records first. If you do not want to review changes to records, you can commit the work immediately by selecting Commit All Transactions when you create a record. Before you begin On the mobile device, in the Menu > Preferences option in the Start Center, ensure that the Review Work check box is selected. About this task You commit the changes to records according to the record type: reservations, purchase orders, returns, or transfers. 1. On the mobile device, open the count list for the record type for which you want to commit changes. 2. Tap the Review List icon. 3. Optional: To change a record, select the record, change the fields, and select Save and Return to Review List. 4. Select the transactions to send the records to the transaction queue. 5. Commit the transactions. Results At the next available connection, the records are uploaded to the application server. 18 User Guide

23 Chapter 4. Maximo Mobile Work Manager Planning work You can access the required information from your mobile device to complete your work. You can view the work records assigned to you, and as you do your work, you can enter the following types of information: v Meter readings v Observations v Failure reporting v Labor reporting v Materials usage v Tool usage v Downtime reporting v Move, swap, or modify assets and locations You can also create new and follow-up work records, and change the status of work records from their mobile devices. Before you can start work, you must plan what tasks must be completed and what resources you need. You can view the safety hazards for a location, add activities or tasks to work plans, create follow-up work, and identify the people, tools, and materials that are required to complete work. Safety hazards Safety hazards affect the work environment for work orders. You can view the safety hazards that are associated with work order records before beginning any work. You can view the safety hazards that are associated with a work order by opening a work order and tapping View > Safety Hazards. The Hazards tab displays the hazard IDs and descriptions for the work order. The Lock Out/Tag Out tab displays hazard IDs and descriptions for the hazards associated with tag out procedures and lock out operations associated with the tag out procedures. You can view the details of a selected hazard by selecting the hazard ID, either from the Hazards or Lock Out tabs. Adding work In order to complete work, you often need to create many smaller jobs. You can manage this additional work from your mobile device. Adding activities to tickets An activity is a class of record that are executed for tickets. Activities can be downloaded to your mobile device as separate records, or as part of a ticket. Copyright IBM Corp. 2007,

24 About this task If an activity is downloaded to your mobile device twice, for example it was downloaded as part of a ticket and also as an individual record, then you can change only the activity that you downloaded separately. You cannot delete activities from approved tickets. 1. In the Work Manager component on the mobile device, open the work record for which you want to enter an activity. 2. From the View menu, tap Activities. 3. Add a new row. 4. Enter information for the activity. 5. Tap OK to save the record. Adding multiple records for tickets or work orders While working on a ticket or work order you can view the details of the multiple assets, locations, or configuration items on the work record. 1. In the Work Manager component on the mobile device, open the work record for which you want to create the multiple assets, locations, or configuration items. 2. From the View menu, select Multi Assets/Location/CIs. 3. Select New Row. 4. Select the Detail menu in the Asset, Location or Configuration Item field, and then select Select Value. 5. Select the asset, location, or configuration item record that you want to relate to the current work record. 6. Select OK to save the record. Adding tasks to work plans A task is a type of work that is required to complete work orders. Tasks are downloaded to your mobile device as separate records, or as part of a work record. About this task If a task is downloaded to your mobile device twice, for example it was downloaded as part of a ticket and also as an individual record, then you can change only the task that you downloaded separately. You cannot delete tasks from approved work orders. 1. In the Work Manager component on the mobile device, open the work order record for which you want to enter tasks. 2. Tap View > Plans in the command bar. 3. Tap New Row. A default value is entered in the Task field. 4. Enter information for the task. 5. Tap OK to save the record. 20 User Guide

25 Work plans: A work plan describes the tasks, labor, materials, tools, and services you require to complete a work order, change, release, or activity. While working on a work order, you might need to view the following details of the asset or location on that work order: v The current location of the asset v Whether the asset is up or down, operational or not v If warranties exist for the asset v If the location is under any warranties v The type of location v Whether the location is operating or not You can view meters, subassemblies, spare parts, work orders, users, and custodians for an asset from the View (Asset) screen. Or, you can also view the meters, specifications of the location, and work orders against the location from the View (Location) screen. Creating follow-up work You can create follow-up work records from existing work records. You can create follow-up records only for records that have been downloaded onto your device with official work order numbers or ticket numbers. 1. In the Work Manager component on the mobile device, open the work record for which you want to create a follow-up work record. 2. Tap Actions > Create Follow-Up, and select the type of work record that you want to create. 3. Specify any other additional information about the follow-up work. 4. Save the record. v Select the Start Center icon to save the work record and return to the start center. v Select Actions > Send to save the work record and send it to the queue on your mobile device. The work record is uploaded to the application server upon connection. Selecting required resources You must select the resources that you require to complete your work. The resources might include labor, tools, materials, or asset spare parts. Selecting labor You can select multiple labor records and report hours for multiple labor records at one time. 1. In the Work Manager component on the mobile device, open the work order for which you want to enter work hours. 2. Tap View > Actuals. 3. Tap the Labor tab. 4. Tap Actions > Select Labor. Chapter 4. Maximo Mobile Work Manager 21

26 5. Select the relevant check box for the labor that you want to select. You can select multiple labor records. 6. Tap OK. Selecting planned labor You can select and copy labor information from the work plan to report actuals. 1. In the Work Manager component on the mobile device, open the work order for which you want to select planned labor. 2. Tap Actions > Select Planned Labor. 3. Select the relevant check box to choose labor. You can select multiple labor records. 4. Edit the hours for each selected labor. 5. Tap OK to save the record. Selecting tools for work You can select multiple tools and report hours for tools. You can also select tools information from the work plan to report actuals. 1. In the Work Manager component on the mobile device, open the work order for which you want to enter the actual tools used. 2. Tap View > Actuals. 3. Tap the Tools tab. 4. Tap Actions > Select Tools. 5. Select the relevant check box to select a tool. You can select more than one tool. 6. Optional: Edit the hours for each selected tool. 7. Tap OK to save the record. Selecting materials You can select multiple materials and report hours for multiple materials records. 1. In the Work Manager component on the mobile device, open the work order for which you want to enter the actual materials used. 2. Tap View > Actuals. 3. Tap the Materials tab. 4. Tap Actions > Select Materials. 5. Select an item. You can select multiple items. 6. Optional: Edit the quantity for each selected item. 7. Tap OK to save the record. Requesting materials: You can enter a request for materials while working on a work record. At times, you might come across materials you need which are not part of the planned materials for the specific work order record. 22 User Guide

27 About this task 1. In the Work Manager component on the mobile device, open the work order for which you want to request materials. 2. Tap Actions > Request Material. 3. Enter the required date and time by which you want the material delivered. Enter the priority of the request. 4. Select the destination where you want the material to be shipped to and enter the specific drop point where you want the material delivered. 5. Select the type of material request and provide the required information. Line Type Item Material or Service STD Service Tool Required fields Item, Order Unit, Conversion Factor Description Service Tool, Order Unit, Conversion Factor 6. Select an item. v Select Value v Select Spare Parts v Item Availability 7. Specify any additional data. Tap Send. Material requests: You might need materials that are not part of the planned materials for your work. You can enter a request for materials when you are working. You can enter requisitions for such materials for work orders that have been downloaded to your mobile device. Materials that you request must exist on the application server. When you are requesting materials to complete a work order, the work order must not have a status of waiting for approval (WAPPR). Failed material requests are displayed on the Start Center as an error alert, or in a tab on the work list screen. You can tap the Show Errors Only check box on the work list menu to see them. Planned materials and tools: You can view a list of materials and tools planned for all of your work. You can use this list to see the materials and tools that you require to perform the work before you begin. You can select the tools icon on the work list screen to view the planned materials and tools for all your work. Select the Tools tab to view all the planned tools. You can view details for the item or tool, such as its location, the quantity required, and the work for which it is planned. Chapter 4. Maximo Mobile Work Manager 23