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Assets

Assets

Used to store asset numbers and corresponding information such as parent, location, vendor, up/down status, and maintenance costs for each asset

Asset Templates

Used to specify common asset information in an asset template that you can then apply to multiple assets. Asset templates can be used to create multiple assets or to update multiple existing assets

Locations

Used to enter and track locations for assets and organize these locations into logical hierarchical systems or network systems

Meters

Used to add or modify meter definitions. Meter definitions include names for the meters as well as sets of attributes that describe the meters

Condition Monitoring

Used to define unlimited measurement points for assets, and to specify alarm limits and associated work to be performed after reaching those limits

Failure Codes

Used to build and display failure hierarchies, which help you construct accurate histories of the failures that affect your assets and operating locations

Inventory

Inventory

Used to enter, display and update information on each inventory item

Item Master

Used to define items that will be stocked in your storerooms. You group these items in an item set, which can then be shared by the organizations using that item set

Inventor Usage

Use the Inventory Usage application to create inventory usage records that track the issue, transfer, and return of inventory items within and across organizations.

Tools

Used to manage information about the tools used to perform work. Tools are typically non-consumable items for which you charge an hourly rate for their use

Stocked Tools

Used to manage existing tools in storerooms.

Service Items

Used to define and manage purchased services

Storerooms

Used to add and maintain information about storeroom locations, as well as view the items stocked within a storeroom.

Condition Codes

Used to create and maintain a master list of condition codes for a particular item set.

Service Items

Used to define and manage purchased services

Work Orders

Work Order Tracking

Used to plan, review, and approve work orders for assets and locations

Service Requests

Used to create, view, and resolve service requests from customers

Assignment Manager

Used to dispatch urgent work and schedule Labor to planned work requirements

Labor Reporting

Used to report the type and total number of hours of work that was performed by external contractors or internal employees

Quick Reporting

 Used to report work on open work orders or small jobs Activities and Tasks Used to plan, review, and manage activities that can initiate the maintenance process and create a historical record of work being performed

Purchasing

Purchase Requisitions

Used to ask the purchasing department to order materials or services

Purchase Orders

Used to purchase materials or services from an internal supplier or an external vendor

Request for Quotations

Used to request and manage vendor quotations

Receiving

Used to receive materials into inventory and record the receipt of services

Invoices

Used to record invoices and match against purchase orders and receipts for approval

Companies

Used to manage data on manufacturers, vendors, and other companies that do business with you

Company Master

Used to create company master records that belong to a particular company set

Terms and Conditions

Used to maintain a library of terms and conditions that can be added to a purchasing document or contract. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

Contracts

Contracts

Purchase Contracts Used to create, modify, and view contracts with outside vendors.

Lease Rental Contracts

Used to define the overall terms and conditions of the lease or rental agreement between a vendor and a customer regarding one or more assets

Master Contracts

Used to associate many contract types for a particular vendor. A Master Contract defines the relationship with a vendor and contains terms and conditions that apply to the contracts created and listed under it

Warranty Contracts

Used to maintain one or more assets for an outside service provider for a fixed fee, or regularly scheduled payment over a time period; or to track warranty information for multiple assets or locations by time or meter

Labor Rate Contracts

Used to define multiple labor rates for specific crafts and skills, and optionally labor records. Within the Labor Rate Contract application you can manage outside labor and the corresponding rates.

Terms and Conditions

Used to maintain a library of terms and conditions that can be added to a purchasing document or contract. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

Preventive Maintenance

Preventive Maintenance

Used to create, modify and view preventive maintenance plans for work assets. PM records are templates for work orders or for other PMs.   Establish frequency of PMs based on calendar or meters.

Master PM

Used to create and modify master PMs, which are templates for other PM records Purchasing

Financial

Currency Codes

Used to define currency codes and to specify which codes can be used in Maximo

Exchange Rates

Used to set up exchange rates used for converting currencies in Maximo

Chart of Accounts

Used to establish general ledger (GL) account fields in Maximo with definitions equivalent to those used with the rest of your financial data processing system.

Cost Management

Used to generate project cost information to track the financial resources required to complete a project and manage budgets more effectively

IT

Configuration Items

Use the Configuration Items application to define, create, and manage CI’s. A configuration item (CI) is any component of an information technology infrastructure that is under the control of configuration management.

Relationships

A relationship describes the dependency or connectivity between assets or configuration items. A relationship can be unidirectional or bidirectional. Rules exist for changing or deleting relationships.

Collections

Use the Collections application to group configuration items (CIs), assets, and locations in ways that make them easier to access and handle in other applications. Instead of selecting from a list of all CIs, assets, or locations, a user specifies a collection and obtains the list of records in the collection.

Planning and Scheduling

Job Plans

Job Plans Used to create a detailed description of how a job is to be performed, included estimates for labor, parts, tools, and services.

Routes

Used to list related work assets that are considered “stops” along an inspection or maintenance route

Scheduling

Adds Gantt Chart capabilities providing Maximo Planners an intuitive graphical user interface for the planning and scheduling of all types of work (work orders and PM Forecasts). Introduces all industry standard planning constraints to Maximo such as Start to Finish, Finish to Start, as well as Lead and Lag Times, allowing a Work Planner to accurately schedule work orders while optimizing craft utilization

Safety

Hazards

Used to define hazards that exist in the workplace and associate related safety precautions

Precautions

Used to define precautions that can be taken against hazards in the workplace Lock Out / Tag Out Used to create a detailed description of how to take work assets out of service or how to place them back in service, to ensure a safe work environment

Safety Plans

Used to create a detailed plan of how to service assets or locations safely

Condition Based Maintenance

Meters

Used to add or modify meter definitions. Meter definitions include names for the meters as well as sets of attributes that describe the meters

Condition Monitoring

Used to define unlimited measurement points for assets, and to specify alarm limits and associated work to be performed after reaching those limits

IOT Adapter

Used to integrate Maximo with SCADA, Sensors, PLC, historians, and other gateways for operational data.   Includes configuration alarms, and business logic to create WOs based on real-time operational data.

Self Service

Create Requisitions

Used to create a new desktop purchase requisition

View Requisitions

Used to view existing purchase requisitions

Create Service Request

Used by self-service users to create new service requests

View Service Request

Used by self-service users to view existing service requests.

Service Groups

You use the Service Groups application to define all services that you provide or procure. You create a service group for each type of service that you define. You can group tickets, work orders, and contracts by service group or by individual service. You can create service level agreements for a service group or for a service group and service combination. You can also associate a specific asset, asset type, or location with a service or service group.

Search Solutions

The solutions library stores predefined solutions that you can use to resolve an issue related to a service, problem, or incident in your work environment. You use the Search Solutions application to search the library for a solution that you can use to resolve an issue yourself, or that you can associate with a ticket so that the ticket owner or requestor can use the solution. Tickets are considered to be Service Requests, Problems, and Incidents.

Service Level

Service Level Agreements You can use the Service Level Agreements application and escalation functionality to manage and meet the commitments in a service level agreement. An escalation is a function that automatically monitors critical processes. A service level agreement can have one or more commitments, each having their own escalation points.

Service Desk

Activities and Tasks

Use the Activities and Tasks application to plan, review, and manage activities and tasks. When you create an activity, you initiate the work process and create a historical record of work being performed.

Service Requests

Used to create, view, and resolve service requests from customers

Ticket Templates

Used to create and manage generic ticket templates that Service Desk environments can leverage to standardize common or high-volume service requests.

Mobile

Mobile

Used for improving productivity in the field and providing support for connected and disconnected scenarios, and delivers instant access to work and asset-r elated data and processes from smartphones, tablets and other mobile devices.  Also includes capability to operate in a disconnected environment.

Integration

ERP Adapter

Pre-configured adapters for common interfaces with financial, purchasing, HR, and Inventory systems.

IOT Adapter

Used to integrate Maximo with SCADA, Sensors, PLC, historians, and other gateways for operational data.   Includes configuration alarms, and business logic to create WOs based on real-time operational data.

Integration Framework

A robust framework for integration Maximo with any external system – both inbound and outbound.  Interface methods include – webservices / XML, interface tables and REST APIs.  Also Includes the ability to implement business logic to validate records and process errors.

Flat File Integration

A lightweight integration method to interface with external systems.

Advanced Features

Health, Safety and Environment

Provides key extensions to Maximo Asset Management in the mission critical areas of incident management, investigations, change management, nonconformance management, and regulatory compliance and becomes the common thread between safety, production and quality.

Spatial Asset Management

GIS integration enables users to visualize all assets and work in a geospatial context to optimize resources and work management decisions.

Asset Configuration Manager

Used to maintain complex assets such as Aviation, Rail and Weapon Systems.

Procurement Engineering

Technical and Quality Terms and Vendor Qualifications tie together Reqs, Contracts, RFQs, Companies, POs, Items, and Inventory into an integrated process

Fleet Asset Management

Provides key capabilities for fleet maintenance and management including Maintenance, PM, and Warranty Alerts; Campaigns; Fuel System Integration; VMRS Codes; Dispatching & Scheduling

Surveillance Testing

Provides for Regulatory Frequency Scheduling and Tracking based on Maximo PMs; ties to Tech Specs, Plant Modes, and Staggered Test Basis

Linear Asset Manager

Used to manage Assets as continuous with dynamic segmentation (i.e. Railways, Roads, and Pipelines etc.).

Compliance Assistance Documentation

Validation test scripts used to assist customers in Regulatory industries (i.e. – Life Sciences).

Reliability

Enables reliability engineers and maintenance supervisors to gain a deeper understanding of the health of their assets. The solution provides the capabilities to model, map, monitor, and optimize the health of your organization’s business assets.  Establish foundational relationships for established among Assets, Locations Work Orders, and Preventive Maintenance.

Commitment Tracking

Review / Approval and Work Management Commitments

Calibration

Used to manage the calibration of test and measurement instrumentation.  Includes: Tools, Assets, Data Sheets, Job Plan Versioning, WOs, PMs, Loop Cals, Tool Usage, And Mobile

Service Providers

Used to support clients who deliver Maintenance and Asset Management Services as a business. Includes support for multiple Customers, Response Plans and Billing.

Tech Specs

Includes Tech Spec LCOs, Applicability, and Surveillance Requirements functionality

Clearances / Lockout Tagout

Robust configuration control for safe Maintenance and Testing in the operating plant

Predictive Maintenance

Predictive Maintenance add-on uses advanced analytics, AI and Machine learning to predict failures based on real time condition monitoring.  Allows your maintenance team to intervene before failure occur or push back unnecessary PM work

TRM’s Maximo AAM solution provides industry leading capability in your hands for Asset, Maintenance, Inventory, Purchasing, and Reliability Management.

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