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Strategic KPIs, Metrics and Reports

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Strategic KPIs

Work Identification

  • Service Request Count

How many new service requests are submitted in a given time period (month & year)

  • Work Order Count (NON PM)

How many work orders are generated in a given time period (month & year)

  • Emergency Work

How many emergency work orders are generated

  • Cancelled Service Requests

How many service requests were cancelled in a given time period (month & year)

Work Execution

  • Overtime

Capture the labor hours entered as overtime

  • Call Ins

How many call-ins per month

  • Work Interruptions

How many work stoppages or interruptions per month (work put on hold)

  • Direct Maintenance Efficiency

Capture of labor hours reported on work orders

  • Rework Work Orders

Count the number of work orders put in re-work status

Work Planning

  • Percentage of Planned Maintenance

What percentage of completed work orders were planned

  • Planning Effectiveness

Identify the work orders where the actual cost exceeded planned cost

  • Schedule Compliance*

Ratio of work completed to work scheduled

  • PM Schedule Compliance

Ratio of PMs completed to PMs scheduled

  • Scheduling Effectiveness

Difference between weekly hours scheduled for work and actual hours taken to complete work

Asset Health and Reliability

  • Asset Effectiveness Index (AEI)

Weighted ranking of assets. Measures how well assets are performing their intended function focusing on reliability (failures), availability, and maintainability factors. It is important to balance these elements for overall asset health.

  • Reliability

Reliability is based on MTBF, normalized for the past year.

  • Availability

Availability considers asset downtime, normalized for the past year.

  • Maintainability

Maintainability is the amount of effort and/or cost that an asset requires to sustain, normalized for the past year.

  • Reactive Work Ratio

Ratio of reactive work to all work. Shows the breakout of all work by reactive (corrective, emergency) and non-reactive (preventive, predictive, calibration, administrative, etc.) 

  • Emergency Work %

Percentage of Emergency work in relation to all work.

Operations

  • Work Completion %

Percentage of work completed per service level agreement. Usually work priority is used to define the time period in which work should be completed.

  • Backlog

Backlog is a measure of how much unexecuted work currently exists and the labor necessary to execute that work.

  • Percent of Planned Work

Percentage of executed work that was planned.

  • Planning Effectiveness

How accurate are work plans related to actuals.

  • Schedule Compliance   

Schedule Compliance is used to measure whether work is being completed as scheduled.

  • Overtime %

Percentage of maintenance overtime hours.

  • Rework %

Percentage of work that required rework.

Financial

  • Backlog Cost

Backlog is a measure of how much unexecuted work currently exists and the cost of the resources (labor, materials, etc.) necessary to execute that work.

  • Overtime %

Percentage of maintenance overtime cost.

  • Material Cost %

Ratio of Material costs to total work order cost

  • Labor Cost %

Ratio of Labor costs to total work order cost

Reports

Asset Reports

  • Asset Availability

To enable focus on assets with the lowest availability, a bar chart displays asset availability in ascending order.  Then, the report details are displayed, which include scheduled hours, downtime hours and availability. 

  • Asset by GL Account

Listing of asset by G/L Account. Results grouped by GL Account, and then displayed by Class Description and Asset Number in Ascending Order

  • Asset Details

Displays the details of an asset.  Sections included on the report include:  Purchase Details, Downtime, Sub Assemblies, Spare Parts, Meters, Specification, Linear Details, Features and Relationships.  Sections are only included for an Asset if it include

  • Asset Measurement History

Using Yellow and Red Control Limit Values, displays Meter Readings by Date in Line Chart Format.  A page break separates the details, which are displayed in ascending order of Measurement Date.  This enables review of the most recent measurements first. 

  • Asset Move History

For a single asset, displays all its asset move transactions.  The transactions are displayed in descending order of Date Moved to enable the user to focus on the most recent moves first.  This report does not display any non-required parameter values whe

  • Asset Purchase Order Details

This report displays the POs that the selected assets were created under – grouped by PO.  Since it is grouped by PO, it will show all assets created on the PO — even if the asset is not included in the user’s query. 

  • Assets by Subassembly Item

Listing of Assets, their Location, Primary User and Asset Tag by Grouped Subassembly Item.

  • Details of Asset Failures by Location

Pie Chart highlights greatest number of Failures by Problem Code.  The report data is sorted in descending order of # of Failures, and includes Most Recent Failures and MTBF Data for selected Asset.  By clicking on a Problem Code, can drill down into Dril

  • Drilldown into Asset Failures

Presents historical view of downtime hours for selected problem code.  Along with the fail date, the  report data also lists the cause and remedy of each problem.  Hyperlink available on WO # to attain more details of last failure.

  • Maintenance Cost Rollup

2 Reports are included in this report set.  The first, Maintenance Cost Rollup displays the Work Order Costs the asset incurred since the date the report was last run.   The costs of the assets are rolled up to their parents, and any other levels in the a

  • Overall Equipment Effectiveness  by Location

Highlighting worst performer first, displays OEE values for locations within selected site. 

  • Overall Equipment Effectiveness by Site

Displays OEE by Site for selected month and year.  Contains ability to dynamically refresh data to show either Asset Availability, Performance Efficiency or Quality Rating.  By selecting an individual site, the user can drill down into the OEE Location Re

  • Summary of Asset Failures by Location

First report in 4 level Drilldown Path.  Details # Failures, and MTBF for assets within a selected Location in detail and graphical format. 

  • Cost by Location

Details the maintenance costs of a location and any of its children.  These costs include material, labor, tool and service costs – that have been rolled up to the asset.   Any outstanding costs that have not yet been rolled up to the asset are not included

  • Location Availability

To enable focus on assets with the lowest availability, a bar chart displays location availability in ascending order.  Then, the report details are displayed, which include scheduled hours, downtime hours and availability. 

  • Locations

Location Hierarchy  by System    Locations and their descriptions are displayed in a hierarchy format for a given System.

  • Maintenance Cost by System

Details the maintenance costs of a system and any of its children.  These costs include material, labor and tool costs, and external service receipts.  The locations cost is displayed at its individual level, as well as its individual child’s level.  

Planning and Scheduling

  • Assignment Manager Daily Crew

Displays crew details, and then using daily calendar view, displays crew work assigments.  Using same format and business rules as Assignment Manager Daily Format report

  • Assignment Manager Daily Format

Utilizes Unique Daily Calendar View to highlight user’s workload in hourly increments.  Displays the start and end time that the labor is available based on his assigned calendar.  Data is displayed in 30 minute increments.  If assignments are scheduled f

  • Assignment Manager Monthly Format

Utilizes Unique Monthly Calendar View to highlight user’s workload by day.  If the selected Labor is unavailable (ex.  Due to Vacation) for an entire day, the entire day will be greyed out.  This applies to full day unavailability only.

  • Work Order Assignments by Craft

Grouped by Craft and Skill Level, displays Work Order Assignments for Labor.  Data displayed by ascending order of Work Order Scheduled Start Date (earliest start date displayed first). No filters are applied to the Assignment Status.

  • Work Order Assignments by Work Order

Grouped by Work Order, displays Work Order Assignments for Labor.

  • Working Time by Craft

Displayed in ascending order of date, displays number of labor hours with craft as primary.  Purpose of report is to convey how much labor time is spent when craft is primary.

  • Job Plan Details

Details information associated with Job Plans.  Subheader categories include:  Associated Classes, Specifications, Job Plan Tasks, Labor, Materials, Services, Tools and Work Assets.

  • Job Plan Hierarchy

Displays Job Plans and their nested Job plans, Job Tasks and their nested Job Plans through the entire hierarchy.  Unlike Work Order and Location Hierarchies, Job Plan Hierarchies are not stored in the database, so this report contains multiple queries to

  • Job Plan List

Lists JP Numbers and Descriptions.  Link on JP Number to JP Details available.  **Contains example of how data can be localized on description field by using ‘registerDataTranslation’ scripting code in Open Method.

Inventory

  • Inventory ABC Analysis

Bar Chart highlights before and after Count of ABC Items.  Following the graph, the report details are displayed in descending order of YTD issued Cost.

  • Inventory ABC Transaction Date Analysis

This report queries the transaction tables to recommend ABC values based on maxvar settings (ex.  A_BREAKPOINT MAXVAR).   It highlights the item’s cost and provides the ability to update the database with the new recommended values

  • Inventory Adjustments Transactions

Grouped by Item Number, details Adjustment Transactions for selected Item(s) in a storeroom.

  • Inventory Balance

Displays items, quantities available and reserved, and costs for selected storeroom and site in ascending order of item.

  • Inventory Cycle Count

Listing of items due to be counted in ascending order of Bin.  Items with null INVBALANCES.PHYSCNTDATE are not included in the query.

  • Inventory EOQ Analysis

Displays the EOQ (Economic Ordering Quantity )Values of Inventory Items before and after running the report.  The New EOQ Value is based on the User inputs of Carrying Cost % and Ordering Cost.   Report set includes second report with database update func

  • Inventory EOQ Transaction Date Analysis

Displays recommended Economic Order Quantity for items within selected storeroom and dates.   Transactions during the selected time period determine this value, and details on the calculation are included in the additional report description worksheet.

  • Inventory ROP Analysis

Calculates ROP (Reorder Point) for Items.  Report Set includes second report with database update functionality, so separate report security privileges can be applied if required.

  • Inventory ROP Transaction Date Analysis

Displays recommneded Reorder Point and Safety Stock values, for all items including LIFO/FIFO.   Additional details on the fitlers used for this report are noted in the additional report description worksheet.

  • Inventory Transactions List

For selected Item, displays date and transaction type in Descending Order of Transaction Date.  Contains hyperlinks to each of the 3 individual transaction reports:  Issues and Returns, Receipts and Transfers and Adjustments.

  • Issues and Returns Transactions

Details Issues and Returns Transactions for selected Item(s) in a storeroom.

  • Item Availability

Grouped by item, displays item availability across multi sites by storerooms.  The quantity available is equal to the current balance minus the quantity reserved.  Items with 0 current balance are not listed.

  • Kit Assemble and Disassemble

Displays the transactional outcome of kit assembly or disassembly transactions.  It shows the quantity of item kits and sub-component items that were affected by the transaction including storeroom and bin information.  The report is tactical in nature an

  • Receipts and Transfers Transactions

Details Receipts and Transfers Transactions for selected Item(s) in a storeroom.  Contains largest number of fields in single data row (18) for a report.  Highlights usability impact with so many fields.

  • Shipment Details

Displays details of shipment records that are in transit.  (Only those items in shipped status will display in this report)

  • Suggested Reorder

Unique report accessed only via Reorder Action from Inventory and Service Item Apps.  By clicking on the Reorder Report from the Reorder Action, the report displays current and reserved quantities for selected items, along with suggested reorder quantities

  • Invoice Cost Variance for LIFO FIFO Items

This report displays the cost variances for LIFO/FIFO Items, which occur when there is a difference in the cost between the received PO Line cost and the Invoiced Line cost.  This can be used when reconciling cost differences.

  • Invoice Details

Details information associated with an Invoice.  Subheaders include Bill To, Remit To and Invoice Lines.  Hyperlink available on PO to PO Details.

  • Commodity Analysis

Bar chart highlights received $ by Commodity Group.  A page break is used to separate the report details, which are grouped by Commodity Group and Vendor, and highlight items received by PO.  If commodity group is null, it is not displayed in this report.

  • Item Order Status

For selected storeroom and site, displays outstanding PRs and POs in ascending order of Item #.  Drilldown available to PR and PO Reports to enable user to gain additional details.

Labor

  • Labor Qualification

For selected labor status, displays labor codes in ascending order , along with their qualifications, status and Certification Expiration Dates.

  • Labor Utilization

Grouped by Labor Codes, displays hours and type (regular, overtime) for selected time period and labor.

  • Labor Reporting

For approved labor transactions, lists information on labor, including regular, premium and overtime hours and pay.   Data displayed in descending order of Start Date so most recent transactions can be displayed first.

  • Projected PM Labor Requirements

Displays projected PM Labor Requirements for specified number of weeks.  Only displays first unique PM Labor Requirement because when actual PM work is performed is unknown.  Includes line chart of total labor requirements by week.

Purchasing

  • PO Status Details

For selected PO, details PO Status History, along with Material and Service Receipts.  Within any of the 3 categories, the information is displayed in ascending order of date.  Hyperlinks available on PO to PO Details, and Vendor to Vendor Contacts.

  • Purchase Order Details

Details information associated with selected Purchase Order.  Subheader categories include:  Vendor, Ship To, Bill To, PO Lines, Terms and Conditions and a blank section for PO Approval Signatures.

  • Vendor Performance

For selected vendor(s), this report analyzes Vendor Performance by Commodity Group.  Performance highlighted with 3 individual graphs for Quality, Delivery and Compliance by Commodity.  Compares Start Date and End Date to PO.ORDERDATE.

  • Vendor Performance by Item

For selected item(s), this report analyzes Vendor Performance by Supplier.  Performance highlighted with 3 individual graphs for Quality, Delivery and Compliance by Vendor for selected items, followed by performance details.

  • Purchase Requisitions Details

Details information associated with selected Purchase Requisition.  Subheader categories include:  Vendor, PR Lines, and blank section for Purchasing Approval Signatures.

  • Receipt Inspection

Listing of items and services that have been received, but are waiting for Inspection. Includes drilldown hyperlink on PO # to PO Details.

  • Receipts List

Displayed in ascending order of PO #, lists their Receipt and PO Status, along with Vendor and Priority.  Includes multiple Hyperlinks for additional analysis, including drilldown to PO Details, PO Status Details and Vendor Contacts Reports.

  • Receipts and Transfers Transactions

Details Receipts and Transfers Transactions for selected Item(s) in a storeroom.  Contains largest number of fields in single data row (18) for a report.  Highlights usability impact with so many fields.

  • Shipment Details

Displays details of shipment records that are in transit.  (Only those items in shipped status will display in this report)

  • Suggested Reorder

Unique report accessed only via Reorder Action from Inventory and Service Item Apps.  By clicking on the Reorder Report from the Reorder Action, the report displays current and reserved quantities for selected items, along with suggested reorder quantities

  • Invoice Cost Variance for LIFO FIFO Items

This report displays the cost variances for LIFO/FIFO Items, which occur when there is a difference in the cost between the received PO Line cost and the Invoiced Line cost.  This can be used when reconciling cost differences.

  • Invoice Details

Details information associated with an Invoice.  Subheaders include Bill To, Remit To and Invoice Lines.  Hyperlink available on PO to PO Details.

Self Service

  • Walk Up Service Request Details

Contains specific detailed information on Self Service SR record.  This report is based of one design file (ticketprint) which feeds 4 different individual reports (Problem, Incident, SR, Walk-Up SR Details). 

  • Material Requisition Detail

Available from the Self Service Desktop Requisition Application.  By clicking on the ‘Print View’ icon in the application, the report will directly print to the user’s default printer and display information on the requested MR, including required date, vendor and line items.

  • Service Requests

Service Request Details Contains specific detailed information on SR record.  This report is based of one design file (ticketprint) which feeds 4 different individual reports (Problem, Incident, SR, Walk-Up SR Details).  Depending on data for the individual record, displays categories of: Multi Asset/Location/CI, Related Asset, Time Tracking, Related Tickets, Related Work Orders, Log and SLAs.

  • Service Request List

Based on Ticket List, contains summary information for a Service Request.  Hyperlink to Service Request Details available.

  • Open Ticket Detail         

2 Bar Charts graphically highlight Open Tickets by Status and Open Tickets by Type.  A page break separates the report details which are grouped by Ticket Class and Status.  Details include Ticket Information, Owner/Owner Group, Reported Date, Target Star

  • Service Desk Case Volume Summary

Bar Chart highlights number of Incidents, Problems and SRs by Site. A page break separates the report details which are grouped by Site.  Details include Owner, Owner Group, Ticket Status and  Internal Priority.

Work Order

  • Estimated vs Actual Work Order Costs

Bar chart on first page highlights estimated versus actual work order costs by labor, materials, tools and services.  Subsequent pages display work order cost details in ascending order of work order number.

  • Work Order Details

Details information associated with selected Work Order.  Complex report containing 16 subreports.  These subreports include:  Multi Asset/Location/CI, Specification, Task IDs, Planned Labor, Materials, Services and Tools, Actual Labor, Materials, Service

  • Work Order Hierarchy

Shows Work Orders and their children in a hierarchy format

  • Work Order List

Lists WO Numbers and their summary information grouped by Site.  Links to WO Details available.

  • Work Order Material Shortage

Listing of material shortages only grouped by WO #.   Item’s Expected Balance = Current Balance + Expected Receipts – (Expected Issues + Expected Expirations).  User can drilldown to Item Availability for More Details. 

  • Work Order Pick

Grouped by Work Order, lists the items and quantities required for a specified WO.  The data is also grouped by Storeroom/Site so items can be reviewed/obtained quicker.  Hyperlink available on WO # to the WO Details Report.

  • Open Work Orders and PM

Lists all Open Work Orders and the next due PM for either the asset or location.  The user must input at least 1 asset or 1 location parameter value. The listing of Open Work Orders could include overdue work orders along with others that are planned in t

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