Maximo Management of Change (MOC)

Transcription

1 Maximo Management of Change (MOC) Challenges and Opportunities of Implementing an MOC Process Summer 2014

2 Agenda Introduction to Maximo MOC Application MOC Program at ENMAX continuing to evolve Questions

3 ENMAX Corporation (ENMAX) Vertically integrated utility: electricity, natural gas, renewable energy Providing Albertans with electricity for over 100 years More than 697,000 customer sites throughout Alberta Wholly owned subsidiary of The City of Calgary Core operations include: electricity generation, transmission and distribution and sale of electricity, natural gas and renewable energy products to residential and commercial customers in Alberta Generation Assets: Wind, Natural Gas, District Energy

4 Management of Change (MOC) MOC Application is part of the Maximo Oil and Gas Industry Solution. MOC is defined in OSHA (l)(1) The employer shall establish and implement written procedures to manage changes (except for "replacements in kind") to process chemicals, technology, equipment, and procedures; and, changes to facilities that affect a covered process. For more information visit

5 MOC Applicability in a Utility (Generation) Organization MOC is required as part of Occupational Health and Safety Regulations. Any changes to the plants are evaluated, reviewed and approved before making those physical changes. The Maximo MOC application provides workflow, and keeps an accurate audit trail of all changes.

6 MOC Process All MOCs start their life as an MOC Request. MOC Requests are created by any end user at the plant or within the engineering department. They are a request to make some change in process or equipment at the plant. MOC Requests can be created directly in the system, or can be generated from Work Orders, Incidents (PI&R), Problems (Investigation), Improvements, Defects The ability to create an MOC without an MOC Request has been disabled. MOC Requests are routed to plant manager and Engineering for review and approval. Once approved an MOC is automatically created through workflow All MOCs start out as MOC Requests

7 Configuration of MOC Request Application Configuration was simple: Removed the fields not pertinent to ENMAX, Added a long description for Scope and Justification Renamed High Risk to be Emergency. Created a workflow which routes the MOCR to Plant Manager and Engineering and then created MOC when they indicate this is a valid MOCR.

8 MOCR Workflow 3 step process Send Engineering or Plant Manager Send to appropriate owner group Create MOC

9 Matrix of Applications for MOC Investigation & Improvement Control of Work Change Management Compliance Operations Asset & Work Management ENMAX Problem Identification & Resolution Service Requests Management of Change Action Tracking Non Conformance Management Defects Incidents Findings Hazards Enhancements Regulatory Compliance Failure Reporting Operating Policy Work Flow Notifications Work Flow Assignments Investigations Risk Matrix Personnel Certification Tracking Operating Procedures Level 1 Root Cause Level 2 Probable Cause Level 3 Basic Cause Risk Assessment Benefits & Losses Work Flow Controls and Assignments Solutions Permit Planning Operator Log Improvements Change Currently Using Planned Not Using

10 Management of Change (MOC) At ENMAX we have a procedure in place which governs the MOC Process

11 Management of Change (MOC) We have also created detailed user guides (desktop guides) for MOCR and MOC applications/processes.

12 MOC Process Steps Stage Option Take Ownership as PM Evaluate MOC Assign a different PM Defer to a future date Plan MOC Set up reviewers Route for review Review MOC Complete Review Return for re-planning Send to additional reviewers Defer to a future date Cancel MOC Approve MOC Send for Authorization Rework Defer Cancel The MOC Process is controlled by Maximo Workflow Users are Notified of assignments via notifications. New reviewers, approvers, or authorizers can be added during the process.

13 MOC Configuration and Challenges. Only the correct user or their delegate can check off the reviewed, approved or authorized check boxes. Any user can add additional reviewers, approvers or authorizers. Workflow will create new assignments on the fly and send to the newly added reviewers, approvers or authorizers. If a reviewer or authorizer or approver sends an MOC back for rework all previous approvals/reviews/authorizations are removed so they need to be completed again.

14 MOC Configuration and Challenges. Removed fields not needed at ENMAX No new fields added to application

15 MOC Reports Custom reports developed MOC Book All information in the same order as MOC Application - like doing a screenshot of each TAB MOC Aging Report average number of days in each status by site and priority. MOC Team Workload Details for each member of a person group.

16 ENMAX MOC Dashboard Start Center Favorite Applications MOC related and PI&R Report portlet Resultsets Open MOCRs New MOCs MOCs Awaiting Approval Approved MOCs MOCs in Review MOCs in Planning MOCs in Progress MOCs in Completion Review MOCs with no log entries in the past week

17 ENMAX MOC Analytic Reports and Charts MOC data lends itself to various analytic methods. Charts on start centers (Status tracking) Resolution by site Trend analytics using BIRT reports

18 ENMAX MOC Configuration/Customization Used Application Manager cloned applications, override default field widths Conditional formatting and signature options No Customization required Custom Reports MOC Ageing Team Workload MOC Book Communication Templates Escalation notifications Workflow assignments

19 Maximo Solution Fit for ENMAX The MOC Application was perfectly suited with very little configuration required to allow ENMAX to adhere to OSHA regulatory requirements and to create a culture of Engineering Change Management within our organization.

20 Maximo Challenges of Implementing MOC Needed to be flexible, add reviewers/approvers/authorizers on the fly Difficult to instill a culture of change management. (who has the time for this?) Difficult to ensure MOC work is moving along as it should (getting the right priority). The MOC procedures/process cannot be static, they need to adapt through use and improve/streamline as necessary. Not all MOCs require the same level of diligence/oversight.

21 Thank you! If you would like further information please contact me. Stephen Hume Enterprise Asset Management Specialist ENMAX Energy