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Now that you have Maximo Application Suite implemented, you can turn your attention to the Health application and see what it tells you about your Assets in the Manage application. Health is unique in that it shows you the data elements and measures that you are missing, and then once you fill in those gaps, it provides you a comprehensive view into the health of your Assets.

Begin by launching Health either from within Manage or directly from the Suite Navigator.

Exhibit A - Getting MAS Health Setup

Once there, here are some key points about Health to understand:

  • Health reads from the Asset records in Manage. It does not matter how many Assets or the completeness of the Asset records that you have in Manage (what used to be called Maximo), you can see the health situation of each in Health. Yet, it is most likely that the Asset records are missing a few pieces of information for Health to form a complete picture. Health makes it easy to fill in these gaps.
  • You determine what “health” means by establishing the Contributors to the Health and Criticality of Asset Groups. You can score different types of Assets with different criteria, or you can score in the same manner across the asset inventory.
  • Asset Meters (existing or new) can be used as Contributors… or formulas. The use of a Meter associated with an Asset record in Manage points to the need for the Meter(s) to be updated on a regular basis to be useful. Whether manually, or via bulk data load or an interface, it is important that meters be updated with real values to be used as Contributors in Health. Further, a Contributor in Health can be a formula that you code, using data field values within Manage.
  • You can create Service Requests or Work Orders directly from Health into Manage. Based upon what Health presents to you about the Assets, you can make decisions and create SRs and WOs right there.
  • You can flag Assets and establish replacement plans as needed for those Assets that require more attention. Flags can be set for any number of reasons. A good example is flagging an Asset for replacement. Perhaps based on its Health situation it is time to replace it. You can then establish a Replacement Plan in Health that outlines what you are going to do and by when. Then, once the decision is made, the SRs/or WOs can be entered into the system to initiate the replacement process.

Exhibit C - Getting MAS Health Setup

What are Work Queues?

Click the Work Queues menu item to see what else we might be missing.

The Low Health queue will be a quick path to those Assets in trouble once we have the necessary data elements in place.

The other queues clearly point out the data elements we are missing. You can then go to each Asset and populate the missing elements.

You might have a bit of work ahead of you. But, at this point, it’s just entering data that is easily found to provide a foundation for Health.

Exhibit B - Getting MAS Health Setup

Health Screens

Take a look at the specific Asset screen below that has most of the Health elements active.

This screen shows you some Asset metadata like Asset number, Location, a picture, its Type, etc. if it is established in Manage. Now is a good opportunity to fill in those data elements in Manage!

This upper part of the Health screen for this Asset shows the various Health measures… left to right.

For Health and Criticality, the Contributors for each are shown as well for reference.

In the case of Asset 11300, we have defined that its overall Health is a combination of the Run Hours, Oil Color, and the current operating temperature. We also weighted each Contributor.

Note that the Scoring Group is defined to be focused on “Reciprocating Compressors”. Once established, the Scoring Group can be used on Assets of a similar type for consistency.

Also, note the “I” bubble in each tile. This gives you a good explanation of what each is trying to tell you.

Exhibit C alternative - Getting MAS Health Setup

Scroll down a bit and Health then provides you with a time display of the Health history for the Asset. You can adjust the time-base as you would expect.

It also shows you the value of the Contributors for Health measure for reference.

This sample is for a short period of time and is rather static, but you can imagine what a live Asset would look like.

Exhibit D - Getting MAS Health Setup

Scroll down a bit more and there are more sections you can open.

The Asset timeline shows you when activities such as Failure Reports, Inspections, and PM work orders have occurred on the Asset record.

The Operational Status shows current values for any related Meters.

Maintenance History shows work orders against the Asset.

Replacement Planning shows you the Replacement or Refurbishment Plans you have put on the Asset via Health.

Exhibit E - Getting MAS Health Setup

Taking Actions

Before we get into Scoring, let’s look at some of the Actions you can take from Health.

From any particular Asset, the Action menu provides the ability to create service requests and work orders directly to the underlying Manage instance.

You can also flag an Asset for a variety of reasons to make it stand out in the Health lists. An Asset can have multiple flags on it.

You can also define a Replacement Plan(s) for the Asset.

Recalculating is just to update the Health values in case changes have been made.

Exhibit F - Getting MAS Health Setup

Scoring

Ok, Scoring… here we go…

Scoring begins with defining the Scoring Group. First step, in Manage, you create queries to “find” the lists of Assets you wish to score in the same manner. Once you have the query defined, you pick it when you create the group within Health.

On the Ranges tab, you can see and edit the ranges used by each Health measure – Health, Criticality, and Risk. Don’t like what you see out of box (OOB), change it!

The Contributors tab is where you see the list of Contributors that might be OOB formulas or are Meters you have added. You can also create Contributors from here.

Picture8 1 - Getting MAS Health Setup

Opening a Scoring Group you can see the different pieces.

Aside from the metadata in the top left, you can see the Assets that are related to the Group towards the bottom, as well as the Scores… Health, Criticality, and Risk that have been defined to the Group.

Note again the “I” icons all over the place for details on the tile.

For each type of Score, you can simply use the default Range settings and give it a Description.

Then add your Contributors. One or more, and they can all be Meters… Oil Color, Temperature, and Run Hours are typical examples. This does assume that these Meters are pre-defined on the Asset records to be scored.

Each Contributor has metadata, the specific of the Meter or Formula in play, and the best/worst or min/max values that the Range uses. You must also weight each Contributor so the total is 100%.

Once defined, the measure is Activated.

Exhibit H - Getting MAS Health Setup

Day in the Life…

So how would an Asset Management person use this tool?

Given active data entry occurring on the Asset records in Manage, a quick use of the OOB Asset queries will give you a good list to begin working with.

For example, run the Aging query to see those assets getting long in the tooth. You might see that they are in good health though, so you can move on.

Jumping over to the Work Queues, you can look at those Assets specifically with low health and explore why they might be in that situation.

Of course, the Work Queues also show you where you might still be missing Asset information, perhaps from new Assets being commissioned.

(Here you have an opportunity to improve your Asset onboarding process by requiring certain information be capture from the beginning)

Finally, once you are on an Asset record, you can flag it, add a replacement plan, or generate SRs or WOs to take actions.

Done!

Exhibit I - Getting MAS Health Setup

Wrap Up

MAS Health is a very approachable application that can be used by many different levels of your User community. Given its foundation are existing Asset records in Manage, you are starting with a know data set. The pre-built scoring ranges make establishing your approach a point and click affair vs. in-depth development. Of course, as your needs become more sophisticated, you can certainly develop your own measures using formulas. In the end you have an actionable view into the health of your Assets, based upon your criteria vs. a generic or someone else’s opinion. Enjoy!

 

Article by John Q. Todd, Sr. Business Consultant at TRM. Reach out to us at AskTRM@trmnet.com if you have any questions or would like to discuss deploying MAS 8 or Maximo AAM for condition based maintenance / monitoring.

 

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