IBM Maximo 7.6 Training

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Asset Management Overview

Objective: This short course is for any current Maximo user who wants to understand how all the primary Maximo applications work together. It discusses Assets, Locations, Work Orders, Job Plans, and PMs, as well as Inventory and Purchasing modules.

‍Prerequisite Skills: Comfortable with using browser based applications. Familiar with Maximo 7.6 work management applications.

Course Description: Are you a brand new user to Maximo? Are you looking to have a better understanding of how all of the Maximo applications work together?

Course #1 | Lesson #1

Module: Maximo Overview

Topics Covered:

• Learn how all of the Maximo applications work together
• Receive an introduction to location and asset hierarchies
• Learn what the Locations application does in Maximo
• Learn why the Asset application is so important in Maximo
• Learn the advantages to using the Job Plans application
• Understand how the Preventive Maintenance application can help your organization keep maintenance organized
• Receive a complete tour of the Work Order Tracking application and its full life cycle

Getting Started: Navigating & Searching in Maximo 7.6

Objective: This course is for new users to Maximo or anyone wanting to see how the navigation and basic searching features in Maximo 7.6 work or differ from previous versions of Maximo.
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Prerequisite Skills: Comfortable with using browser based applications.
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Course Description: Are you a brand new user to Maximo? Do you want to learn the easiest ways to access different applications and find records in Maximo?

Course #1 | Lesson #2

Module: Navigating & Searching

Topics Covered:

• Learn to effectively use your Start Center
• Learn to maneuver in the Maximo system
• Learn to work with different types of Maximo records
• Understand the different application screens and field types
• Learn to bookmark records for easy access later
• Learn to create basic queries in the Maximo applications
• Learn to use the Find field to quickly access records

Advanced Search & Query

Objective: This short course is for any current IBM Maximo 7.6 user who wants to learn or review the many ways to search and save searches in IBM Maximo.
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Prerequisite Skills: Getting Started: Navigating & Searching in IBM Maximo 7.6, or six months or more experience using applications in Maximo.

Course Description: Do you use IBM Maximo each week? Do you wish you could locate records faster and easier?

Course #1 | Lesson #3

Module: Navigating & Searching

Topics Covered:

• Learn to search for Maximo records using database wildcards
• Learn to search for Maximo records using multiple search criteria
• Learn to search for Maximo records using date criteria
• Learn to search for Maximo records using the More Search Fields dialog box
• Understand the Where clause of a search in Maximo
• Learn to search for Maximo records by searching for null values
• Learn to create and save search queries
• Learn how to manage your saved queries
• Understand how Description field searches work differently than other fields in Maximo

Creating and Using Job Plans

Objective: This short course is for intermediate work and asset management Maximo users who want to learn how to create and use job plans in PMs and work orders.

‍Course Description: You will learn how to create a good job plan with Tasks, Labor, and Materials that can be used by your organization in PMs and work orders. You will learn how to associate a job plan to a PM or work order. You will also learn how to create a job plan from an existing work order and how to revise a job plan.

Do you want to learn how to create a job plan in Maximo?

Course #2 | Lesson #1

Module: Planning

Topics Covered:

• Create a good job plan with Tasks, Labor, and Materials in Maximo
• Associate the job plan to PMs and work orders
• Revise a job plan
• Create a job plan from an existing well planned work order

Creating Preventive Maintenance Records

Objective: This short course is for intermediate work and asset management Maximo users who want to learn how to create and use Preventive Maintenance records in Maximo.

‍Course Description: You will learn how to create a PM record and make it active. You will also learn how to generate a work order manually and generate multiple work orders from PM records. You will then learn how to generate a Forecast and calculate the Forecast Costs.  

Do you want to learn how to create a PM record in Maximo?

Course #2 | Lesson #2

Module: Planning

Topics Covered:

• Create a PM record in Maximo
• Generate a work order manually
• Generate multiple work orders from PM records
• Generate a PM Forecast
• Calculate the PM Forecast Costs

Creating Item Master & Inventory Records

Objective: This short course is for intermediate Inventory Management Maximo users who want to learn how to create Item Master and Inventory records in Maximo.

‍Course Description: You will learn how to create a stock item record, add it to a storeroom to create the inventory record, and make the item active. You will also learn how to create a non-stock item and use it in a work order. You will then learn how to specify the reorder details of a stock item in the Inventory application.

Do you want to learn how to create an Item Master record in Maximo?

Course #3 | Lesson #1

Module: Inventory

Topics Covered:

• Create a stock item in Maximo
• Add stock items to a storeroom to create the inventory record
• Approve the item master record along with the inventory record
• Create and use a non-stock item
• Specify inventory reorder details for the storeroom

Creating & Using Inventory Usage

Objective: This short course is for intermediate Inventory Management Maximo users who want to learn how to create Inventory Usage records to issue, return, or transfer materials in Maximo.

‍Course Description: You will learn how to create an Inventory Usage record to issue planned materials to a work order. You will also learn how to return an item to the storeroom, stage and issue planned items to a work order, create a new stage bin, and issue unplanned items to a work order.

Do you want to learn how to create an Inventory Usage record in Maximo?

Course #3 | Lesson #2

Module: Inventory

Topics Covered:

• Create an Inventory Usage record in Maximo
• Issue planned items to a work order
• Return unused items to a storeroom
• Stage and issue planned items to a work order
• Create a new staging bin
• Issue unplanned items to a work order

Inventory & Procurement Overview

Objective: This short course is for any current Maximo 7.6 user who wants to learn or review how to use the Desktop Requisitions and Service Request forms that come FREE with Maximo 7.6.

‍Course Description: Are you a brand new user to Maximo? Has your organization introduced the Maximo Service Request and Desktop Requisition applications for all employees? Do you need to know how to create these records

Course #3 | Lesson #3

Module: Inventory

Topics Covered:

• Learn how to self-register and log in to Maximo
• Receive a tour of the Self-Service Start Center
• Learn to create a Service Request
• Learn to create a Desktop Requisition from a template
• Learn to create a Desktop Requisition for a stock item in one of your organization’s storerooms
• Learn to create a Desktop Requisition for an item ordered from an outside vendor
• Learn to create a Desktop Requisition for an internal service or a service from an outside vendor

Work Order Tracking Overview

Objective: This short course is for any current IBM Maximo 7.6 user who wants to learn to create and edit work orders in IBM Maximo.
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Prerequisite Skills: Getting Started: Navigating & Searching in IBM Maximo 7.6, or six months or more experience using applications in Maximo.

‍Course Description: Do you use IBM Maximo each day or week? Do need to learn how to create work orders or edit existing work orders?

Course #4 | Lesson #1

Module: Work Order Tracking
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Topics Covered:

• Learn to create a work order in the Work Order Tracking application
• Understand the required fields for saving a work order
• Understand how planned labor, materials, services, and tools are added to a work order
• Understand how a trade or craft is assigned to a work order in the Work Order Tracking application
• Learn to add work logs to a work order
• Learn to add failure problem, cause, and remedy codes to a work order
• Learn to add labor to a work order
• Learn to change the status of a work order

Basic Reports

Objective: This short course is for any current Maximo user who wants to learn or review the many ways to run the IBM-included and custom reports your organization has provided to you in Maximo. Ad hoc reporting will also be introduced.

‍Prerequisite Skills: Comfortable with using browser based applications. Familiar with Maximo 7.6 work management applications.

Course Description: Are you a brand new user to Maximo? Have you been struggling to find and run reports in Maximo?

Course #5 | Lesson #1

Module: Reporting

Topics Covered:

• Receive an overview of IBM Business Intelligence offerings
• Learn to run ad hoc reports based on a saved query
• Receive an overview of IBM out-of-the-box reports
• Learn which reports you can run from your Start Center
• Learn to use Quick Report buttons in the Maximo applications
• Learn to run reports from inside the Maximo applications

Introduction to Query Based Reporting (QBR)

Objective: This short course is for any current Maximo 7.6 user who wants to learn or review the capabilities of using query-based reports to create their own custom reports.

‍Prerequisite Skills: The Getting Started: Navigating & Searching in Maximo 7.6, Basic Reporting in Maximo 7.6, and Advanced Searching & Querying Techniques in Maximo 7.6 courses.
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Course Description: Do you use Maximo on a daily bases?  Does your job require extracting data from your department’s Maximo records?

Course #5 | Lesson #2

Module: Reporting
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Topics Covered:

• Receive an overview of IBM Business Intelligence offerings
• Learn about the advanced search technique available in all applications in Maximo
• Learn the types of reports and options for Query Based Reporting (QBR)
• Discover ways of creating basic reports with QBR