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Exam: 000-015

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Vendor IBM
Certification IBM Certifications
Exam Code 000-015
Exam Title IBM Maximo Asset Management V7.1 Implementation
No. of Questions 148
Last Updated 09/14/2014
Product Type Q & A with Explanation
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Exams Description

000-015
IBM Maximo Asset Management V7.1 Implementation

Related certifications:
* IBM Certified Deployment Professional - Maximo Asset Management V7.1
* IBM Certified Advanced Deployment Professional - IBM Service Management Asset and Financial Management 2009
* IBM Certified Advanced Deployment Professional - IBM Service Management Service Delivery and Process Automation 2009
* IBM Certified Advanced Deployment Professional - IBM Service Management Service Delivery and Process Automation V2
* IBM Certified Advanced Deployment Professional - IBM Service Management Asset and Financial Management V2

This training will cover
Section 1- Assets
1. Given that Maximo has been installed and the basic system data has been set up, define the key differences between assets and rotating assets so that rotating assets functionality has been understood.

With emphasis on performing the following tasks:
1. Rotating assets are assets that are interchangeable.
2. Rotating assets have a unique asset number and an inventory item number; the item must be marked as rotating. Service Items cannot be marked as rotating; the items found in the Item Master or Tools application can be marked as rotating. Non-rotating assets do not reference an item number.
3. Rotating assets can be located in a storeroom, either an item storeroom or a tool storeroom. Therefore, rotating assets are often assets that can be repaired/overhauled and where stock is held in a storeroom.
4. Rotating assets can also exist in labor and courier locations where these have been set up to maintain a balance of an item. Non-rotating and rotating assets can exist in operating locations, vendor, salvage, and repair locations.
5. Rotating assets can have an Item Assembly Structure (IAS) applied. The IAS can be considered as a template for a hierarchy of assets, saving time when creating many similar asset hierarchies.
6. The classification of a rotating asset is determined from its Rotating Item. If the attribute values are updated on the Rotating Item, they are also changed on all rotating assets that belong to this Rotating Item.
7. During the receiving process rotating assets need to be given an asset number. Non-rotating assets can be purchased, received, and placed in a storeroom or issued directly to the person who requisitioned the item. However, this process relies on someone eventually creating the asset record, a step that can be missed.

+$Given that Maximo has been installed and the basic system data has been set up, create non-rotating assets based upon the customer's requirements so that non-rotating assets have been created and their current locations identified.

With emphasis on performing the following tasks:
8. Open the Assets application.
9. Click the New Asset button.
10. Enter the following information
1. The asset number and description
2. Asset Type
3. Manufacturer and serial number
11. From the Location field, open the drilldown, and navigate to the operating location where the asset resides.
12. Click the Save Asset button.
13. Enter the following optional information
1. Failure Class
2. Priority - the relative criticality of this asset over other assets
3. Calendar and Shift to indicate the operational hours of the asset
4. If the asset is down, uncheck the field Asset Up.
14. Click the Save Asset button.
15. Repeat above steps until all non-rotating assets have been created.

2. Given that Maximo has been installed and the basic system data has been set up, create rotating assets based upon the customer's requirements so that rotating assets have been created and their current locations identified.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Click the New Asset button.
3. Enter the following information.
1. The asset number and description
2. Asset Type
3. Select a Rotating Item or search for the Rotating Item using a classification or attribute search.
4. If the item is condition enabled, select a condition code.
5. Manufacturer and serial number
4. From the Location field, open the drilldown and navigate to the operating location where the asset resides or enter a storeroom and bin. Note. When entering a rotating asset into a storeroom, the current balance is incremented by one.
5. Click the Save Asset button.
6. Enter the following optional information
1. Failure Class
2. Priority - the relative criticality of this asset over other assets
3. Calendar and Shift to indicate the operational hours of the asset
4. If the asset is down, uncheck the field Asset Up.
7. Click the Save Asset button.
8. Repeat above steps until all rotating assets have been created.

3. Given that Maximo has been installed and the basic system data has been set up, and assets and classifications have been created based on the customer's requirements, classify the assets, enter additional attributes, and update attribute values so that assets have been classified and attributes have been copied to the asset specification.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Use the Advanced Search, More Search Fields to find an asset based on its manufacturer and serial number.
3. Click the Find button. If there is only one record found, Maximo will open that record on the main tab of the application.
4. Navigate from the Asset tab to the Specifications tab.
5. If this is a rotating asset the Classification and Class Description fields will be read-only, this is because the classification is controlled from the Rotating Item. Changing the classification on a Rotating Item will also change the classification on all locations and assets that reference this Rotating Item.
6. If this is a non-rotating asset, select a classification from the Classify dialogue box. Navigate through the classification hierarchy by clicking the Plus button next to a classification in order to see its children. Select a classification by clicking the blue button next to it.
7. If the classification has attributes, all or some of these attributes are copied to the Specifications table window. Attributes which are specific to an Organization or Site may not be copied if they are not the same as your asset's organization or site. Attributes which are not associated with the Asset object will also not be copied.
8. For each attribute, enter an alphanumeric, numeric, or select a table value. Only one value can be entered for each attribute, the other fields being read-only. Some values may be mandatory.
9. Click the Save Asset button.
10. From the Classification field navigate to the Classifications application and note the number of attributes compared to the number of attributes copied to the asset. If the number of attributes does not correspond, see whether you can identify the difference. The Organization and Site fields can be found by clicking the View Details button. The objects associated with an attribute can be found by clicking the Use With Object Detail button on the right hand side of the attributes table window.
11. Use the New Row button and create a new attribute for the classification.
12. Enter an attribute. If the attribute does not exist, a message will say that it is invalid and will ask whether you would like to add it. If the attribute you select already exists for the classification, then you will need to enter a value in the Section field. Use a section to group attributes.
13. Enter a description for the attribute and optionally amend the values for Organization and Site fields as required.
14. Click the Use With Object Detail button for the attribute that you have entered. Notice that the Use With Objects that are created for the attribute are the same objects used with the classification.
15. In the Objects table window select the record associated with the Asset object, click View Details and optionally:
1. Change the sequence number to alter the order in which attributes are displayed in the Asset Specification.
2. Click the mandatory check box so that a value must be entered for the attribute in the Asset Specification.
3. Enter a default value which will be used when an asset is classified and the attribute is copied to the Asset Specification.
16. Click the OK button to close the dialogue box.
17. Click the Save Classification button.
18. Use the Return button to return to the Assets application.
19. Click the Save Asset button. In this case there is nothing to save; however, to see the effect of adding a new attribute to the classification you will need to refresh the asset record and saving the record does just this.
20. The attribute that you created on the classification has been added to the Specification of all Item, Location and Asset records which have been classified with this classification. Notice that the default value was used on the new attribute. Note.
1. If you change the mandatory setting or sequence number on an existing attribute of the classification, then these values are not propagated to Item, Location and Asset Specifications. These fields only have an effect on new records or if an existing record is reclassified. The values of these fields are copied to the Specification records when the record is classified or when an attribute is added to the classification, they are hidden fields.
2. Adding a new attribute to a classification will add this attribute to Item, Location and Asset specifications, but it does not do this for any other object that can be classified.
21. If this is a rotating asset, from the Rotating Item field on the Asset tab, go to the Item Master application, and then open the Item Specifications tab. Notice that the new attribute was also added to the Item Specification; the Item and Asset share the same classification.
22. Update any of the attribute values on the Item.
23. Click the Save Item button.
24. Use the Return button to return to the Assets application.
25. Navigate from the Asset tab to the Specifications tab. Notice the value of the attributes that were updated on the Rotating Item. Values updated on a Rotating Item are propagated to all Locations and Assets that reference this Rotating Item.
26. Use the New Row button to create a new attribute on the Asset Specification and then save the asset record. This attribute is only added to this asset; it will not be added to the Rotating Item's specification. Similarly, adding an attribute to a Rotating Item's specification will not add the attribute to the specifications of the locations and assets that reference this Rotating Item.

4. Given that Maximo has been installed and the basic system data has been set up, create meters and meter groups and apply these to assets before entering an initial reading so that Meters and Meter Groups have been defined and added to assets and an initial reading has been entered for each meter.


With emphasis on performing the following tasks:
1. Open the Meters application.
2. Click the New Meter button.
3. There are three types of meter:
1. Continuous - The readings entered for a Continuous meter increase over time, for example, an electricity or other utility meter. The reading can be an actual value or a delta value. When a Continuous meter is created, the reading type field becomes mandatory. It is also recommended that a unit of measure is entered. Continuous meters are used on assets and locations.
2. Gauge - The measurements taken for a Gauge meter can fluctuate up or down over time, for example, temperature. It is recommended that a unit of measure is entered. Gauge meters can be further set up in the Condition Monitoring application and can be applied to assets and locations.
3. Characteristic - The values entered against a Characteristic meter are defined within a domain, for example, Oil Color. When a Characteristic meter is created, the domain field becomes mandatory. Only a domain type of ALN can be selected. Characteristic meters can be further set up in the Condition Monitoring application and can be applied to assets and locations.
4. Enter the following information
1. The meter and description
2. Meter Type
3. Reading Type, Domain or Unit of Measure as appropriate to the chosen Meter Type
5. Click the Save Meter button.
6. Click the Where Used tab. There are five read-only sub-tabs for assets, locations, PMs, Items and Condition Monitoring. This helps you understand the applications and records where the meter is referenced. These tabs will not show any records yet for your newly created meter. Note the action - View Meter in Groups - will display whether the current meter belongs to one or more meter groups.
7. Meters can be grouped together to facilitate creating multiple meters in one action. A meter group can be selected on an asset, location, and item. The rotating field must be checked on the item to reference a meter group. The meter group field will be found on the Item Master and Tools applications and not on the Service Item application as you cannot have rotating service items. When you create a rotating asset by referencing its Rotating Item, the meter group will be crossed-over to the asset and the meters will be created automatically on the asset.
8. Open the Meter Groups application.
9. Click the New Meter Group button.
10. Enter the following information:
1. The meter group and description
2. Optionally check the field - Apply New Meters Where Group is Used.
11. Create a meter record for this meter group by clicking the New Row button. The field - Apply This Meter Where Group Is Used - may be checked if you checked the same field in the meter group record. When creating a new meter in an existing meter group that has been referenced on one or more assets, locations, and items, and then when you save the change, the new meter will be added everywhere this meter group has been referenced.
12. Enter the following information:
1. The meter and the sequence, the order in which the meter is displayed. All meter types can be used in a meter group.
2. If the meter type of the meter is continuous, then you must also enter an Average Calculation Method and depending on the method selected other fields may also become mandatory. For example a calculation method of Sliding-Days requires the number of days to be entered in the Sliding Window Size field.
3. Optionally also enter a Rollover value, the point at which a continuous meter returns to 0.
13. Create additional meters to add to the meter group as required. All of this information is copied to individual meters when a meter group is referenced on an asset or location.
14. Click the Save Meter Group button.
15. Open the Assets application.
16. Find an asset which needs to have one or more meters created for it and click the Meters tab.
17. Enter or select a meter group.
18. Click the Save Asset button. Notice that the meters that belong to the meter group have been added to the Meters table window. Click the View Details button. Notice that the details of the meter whether added in the Meters or Meter Groups applications have been copied to each meter. Meters can also be added individually by clicking the New Row button. If the meter you add is of type Continuous, then you will need to manually enter the Average Calculation Method and other necessary fields in the Continuous Meter Details section.
19. From the Action menu select the action - Enter Meter Readings.
20. For each meter in turn enter the following information:
1. New Reading. The New Reading Date will default to time now and your Person ID will be added to the Inspector field. Modify these fields as necessary.
2. Optionally enter a remark.
3. For a Continuous type of meter verify whether the reading is an actual value or a delta value. Check the Delta field as necessary.
21. Click the OK button to save the new meter readings and close the dialogue box.


Section 1 - Assets (continued)

1. Given that Maximo has been installed and the basic system data has been set up, create condition monitoring points for gauge and characteristic type meters so that a corrective work order is automatically generated when a measurement exceeds its limits or a characteristic value has been entered.


With emphasis on performing the following tasks:
1. Open the Condition Monitoring application.
2. Click the New Measure Point button, a point number will be created using the autokey.
3. Enter the following information.
1. Description
2. Location or Asset, you cannot enter both.
3. Meter, you can only select Gauge and Characteristic type meters, and not Continuous.
4. For Gauge type meters additionally enter lower and upper warning and action limits and either a Job Plan or a PM to perform when a measurement is above the upper action limit or is below the lower action limit. For the upper limit either a Job Plan or a PM must be entered, not both, and similarly for the lower limit. A PM must reference the location or asset that you entered. Any Job Plan can be referenced for the upper and lower limit.
5. For Characteristic type meters click the New Row button in the Characteristic Action Values table window. Enter one or more records and for each enter one of the domain values defined for the characteristic meter and either a Job Plan or PM to be performed when that value is entered for the location or asset. A PM must reference the location or asset that you entered. Any Job Plan can be referenced.
6. Optionally, for either Gauge or Characteristic meters enter a priority for the work order when one is generated.
4. Click the Save Measure Point button.
5. In the Measurements table window:
1. For Gauge type meters enter a measurement date and an appropriate measurement. If the measurement is lower than the lower action limit or higher than the upper action limit, then a work order is typically created using the Job Plan or PM details.
2. For Characteristic type meters enter a measurement date and select an observation. If the observation is the same as one of the Characteristic Action Value, then a work order is typically created using the Job Plan or PM details.
6. Click the Save Measure Point button.
7. You can manually create a work order for this measure point. From the Action menu select the action - Generate Work Order.
8. In the dialogue box:
1. De-select the field - Use Action Limits as Work Order Generation Criteria - if you wish to generate a work order irrespective of whether the latest measurement is outside of the action limits. Otherwise leave this field checked and a work order will be created only if one of the action limits are exceeded or the value entered for a characteristic meter is one of the values where an action has been defined in the table window Characteristic Action Values.
2. Optionally enter a memo.
9. Click the OK button. A work order may be generated depending on the last measurement and the action values. When a work order is generated, you will be informed of the work order number and whether the asset or location is under warranty. The generated work order appears in the History table window. Note. The Warranty Expiry Date is a hidden field on the Assets and Locations applications. Add a new field (WarrantyExpDate) using Application Designer.
10. Measurements can be entered as part of a work order rather than directly against the measure point record in the Condition Monitoring application. When this is the case, it is better to set up a cron task to automate the generation of the work order when the limits have been exceeded.
11. Open the Cron Task Set-up application and open the cron task called MeasurePointWoGenCronTask.
12. If there is no Cron Task Instance, click the New Row button and enter the following information:
1. Cron Task Instance Name and Description
2. Schedule, use the Set Schedule button
3. Check the active field
13. Click the Save Cron Task Definition button.
14. Note. Check that the cron task runs and generates a work order. Initially set the schedule on the cron task instance to run in 10 minutes time. If using an existing instance, check the OrgID and SiteID Cron Task Parameters. You can verify whether the cron task has run by reviewing the Cron Task History after the specified time. If the last measurement has exceeded its action limits, you should find that a work order was generated.

2. Given that Maximo has been installed and the basic system data has been set up, and parent assets created based upon the customer's requirements, join assets together into a hierarchy and specify the spare parts so that assets have been linked into asset hierarchies and spare parts created.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Click the New Asset button.
3. Enter the following information.
1. The asset number and description
2. Asset Type
3. Manufacturer and serial number
4. Parent Asset Number. Non-decommissioned assets in the same Site can be selected. Assets in storeroom locations cannot be selected. Notice that the location of the parent asset was copied to the asset record.
4. Click the Save Asset button. This has made our asset a child of the parent asset. Notice that the parent field is now read-only. This method can only be used when inserting an asset record.
5. From the parent field navigate to the parent asset record and click the Spare Parts tab. The asset will be displayed in the Subassemblies table window.
6. Return to the Asset tab for the parent asset. Now check the Maintain Hierarchy field. When checked, this field will also move child assets when the parent asset is relocated.
7. Click the Save Asset button.
8. From the Action menu select the action - Change Status.
1. In the New Status field select Operating.
2. Check the field - Roll New Status to All Child Assets
9. Click the OK button. This has changed the status on the parent asset. You can validate the changed status on the child asset by navigating to it from the Subassemblies record on the Spare Parts tab. Note. The other three check boxes on the Change Status dialogue box are used only when changing status to decommissioned.
10. From the parent asset record click the Spare Parts tab.
11. Click the New Row button in the Subassemblies table window.
12. Select any asset. An error message will be displayed to say that you cannot add an asset to the hierarchy if the Maintain Hierarchy field is set on the parent asset record. Similarly you will not be able to delete a record from the subassemblies table window.
13. Click the Asset tab and uncheck the Maintain Hierarchy field. Now return to the Spare Parts tab and add an asset into the hierarchy from the subassemblies table window.
14. Click the Save Asset button. Notice that the Maintain Hierarchy field remains checked.
15. From the Action menu select the action - Issue Items from Storeroom.
16. Click the New Row button in the Associated Items table window.
17. Enter the following information:
1. Item Number
2. Storeroom
3. Quantity
4. Optionally, a work order
5. Optionally, a rotating asset
18. Click the OK button. Items can be issued from the Assets application. Note. There is a field on the Item Master called - Add as Spare Part. If this is checked, then when the item is issued to an asset it will be added to the Spare Parts table window. The field IssuedQty indicates the number of times this spare part has been issued to the asset. Note. A rotating asset can also be issued using this dialogue box, the asset is added to the same location as the current asset and not as a child asset to this asset.
19. Below the Spare Parts table window click the Select Spare Parts button. The Select Assets Spare Parts dialogue box opens.
20. You can either search for an item by filtering in the Items table window, or you can copy the spare parts from another asset.
21. If you know an asset with spare parts, then enter this in the field - Enter asset to search for spare parts. Then click the Refine button.
22. Select the items that you wish to create as spare parts and then click the OK button. The selected items will be added to the Spare Parts table window. You can now adjust the Quantity field.
23. Spare parts can also be added one at a time by clicking the New Row button.
24. If the asset references a Rotating Item, then subassemblies and spare parts can be created in one step by applying an Item Assembly Structure (IAS).
25. From the Action menu select the action - Apply Item Assembly Structure
26. If the IAS contains child Rotating Items, then this will create child assets. The IAS can be many levels deep and this will create a similar asset hierarchy to the same number of levels. If the IAS contains Non-Rotating Items, then this will create spare parts at the appropriate level, i.e. they may become spare parts of the asset or spare parts of one of the newly created child assets.
27. For each Rotating Item in the IAS you will need to decide on an asset number. It is much easier to use the Autonumber All button rather than navigating the IAS from the Detail menu of the Item and Belongs To fields.
28. If necessary, click the Autonumber All button and then click the OK button. Subassemblies and spare parts have been created for the asset.

3. Given that Maximo has been installed and the basic system data has been set up, and locations and assets have been created based upon the customer's requirements, move one or more assets to another location within site or to another site so that assets have been moved to new locations within site or to another site, either singularly or in a mass move. Move two assets in one action by performing an asset swap so that assets have been moved to new locations within site or to another site, singularly or in a mass move, and asset Swaps have been performed.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Select an existing parent asset that has one or more child assets. You can verify this by clicking the Spare Parts tab and seeing that there are one or more records in the Subassemblies table window.
3. On the toolbar click the Move/Modify Assets button.
4. This dialogue box has three tabs:
1. The Assets tab is used for moving one or more assets to another location or to another parent. Multiple assets can be moved using the fields in the section Mass Move.
2. The Users and Custodians tab is used for creating, modifying and deleting user/custodian records on one or more assets.
3. The Attributes tab is used for creating attributes, or modifying ALN/Numeric values on one or more assets.
5. Open the Assets tab in this dialogue box and in the asset record select a new location.
6. Click the OK button. The parent asset should now be relocated. If the Maintain Hierarchy field is checked, then click the Spare Parts tab and verify that the child assets have also moved to the new location.
7. From the Action menu select the action - View Asset Move History
8. This dialogue box should show the relocation of the asset. An asset move history record will have been created for each child asset.
9. On the Asset application create a query so that multiple assets are in the selected set.
10. From the List tab click the toolbar button Move/Modify Assets, the assets in the selected set are transferred to the Assets table window. Note. You cannot deselect these records, therefore, if creating an appropriate selected set proves difficult, try using bookmarks and then select the All Bookmarks option from the toolbar.
11. Additional assets can be added to the selected set in the Assets table window by using the button Select More Assets.
12. In the Mass Move section on the Assets tab in this dialogue box, add a location in the To Location field and then click the Apply button next to it. This sets the To Location field for each record in the Assets table window. Note. Using the To Site or To Parent fields in the Mass Move section and clicking the Apply buttons next to those fields will make similar changes to each record in the Assets table window.
13. Click the OK button. All of the assets and any children (if Maintain Hierarchy field was checked) have been moved to the new location.
14. You can also use the Move/Modify Assets dialogue box to move an asset from one site to another.
15. Select an asset that you wish to move to another site and click the Move/Modify Assets button on the toolbar.
16. On the Assets table window open the View Details and change the site in the To Site field. Pick an appropriate location in the To Location field.
17. Click the OK button. The asset is relocated to the new site if there are no outstanding work orders for it. If the asset has children and the Maintain Hierarchy button is checked, then child assets will also be moved to the new site and location. If the asset has not been at this site before, then new asset records are created at a status of Not Ready. The existing asset records remain at the original site but have their status changed to Decommissioned. The Moved field on these asset records is checked to indicate that the asset has moved to another site. Note. If the asset is rotating, then you cannot move the asset to a site that belongs to another organization unless the Rotating Item's Item Set is shared by that organization.
18. On the Assets application select an existing asset that you wish to swap with another asset.
19. On the toolbar click the Swap Assets button.
20. The selected asset will be seen in the Assets table window in the dialogue box. Click the View Details button.
21. The Swap Assets function is making two asset move in one action. You need to define where the current asset will be moved to, and you need to identify the asset which will replace the current asset in its present location. The replacing asset does not have to be in the location where the current asset will be moved to.
22. Enter the following information:
1. To Location
2. Replacing Asset
3. Optionally, enter a Memo to describe the reason for the move of the current asset.
23. Click the OK button.
24. From the Action menu select the action - View Asset Move History
25. This dialogue box should show the relocation of the current asset. An asset move history record will also have been created for the replacing asset.
26. Similar to the Move/Modify Assets action, Swap Assets:
1. Can be used from the List tab on a selected set of assets. On each asset record you will need to provide the destination location and specify the replacing asset.
2. Additional assets can be added to the Assets table window by using the button Select More Assets.
3. Can be used to move an asset to another site
4. The replacing asset can come from another site. In this case it is possible to give the asset a new number in case the asset number has already been used on the current site.

4. Given that Maximo has been installed and the basic system data has been set up and assets created, define the users and custodians of these assets on an individual basis or for multiple assets in one action so as to set up user and custodian information in an efficient manner.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Use the Advanced Search, Attribute Search to find assets which have one or more specific attributes in their Asset Specification. Use the New Row button and use the lookup on the attribute field to find the attribute that you wish to search on. Optionally enter a value into the Search Value field. This will find assets where the attribute's value is equal to the value you specify. Note. A numeric attribute can be searched by using the greater than (>) or less than (<) symbols in the Search Value field, e.g. >100.
3. Click the Find button. If multiple records meet the attribute search criteria, they will be displayed in the List tab.
4. Select one of the assets by clicking in the asset column on the List tab.
5. Select from the Action menu - Associate Users and Custodians. Notice the symbol next to the action, this symbol is also in the toolbar.
6. Click the New Row button and select a person from the lookup. Notice if this is the first record for the asset the Primary check box is selected. Only one user/custodian record per asset can be nominated as the primary contact for the asset, this field acts like a radio button across multiple user/custodian records for the same asset.
7. You can associate a person with an asset as a custodian, as a user, or as both. At least one of the Custodian or User check boxes must be selected. A "user" is someone who uses the asset. A "custodian" is someone responsible for the care of the asset.
8. Notice if you open the details area by clicking the View Details button that there is a read-only section for Planned Modifications. These planned changes have been saved against a work order (all class types) using the action Move/Swap/Modify - Users and Custodians tab.
9. Close the dialogue box by clicking the OK button, this saves the record. Verify this by clicking the button in the toolbar.
10. This method adds users and custodians to one asset at a time but there is a way of entering these records across multiple assets in one action.
11. Use the search functionality to find multiple Assets with which you will associate a user and custodian.
12. From the List tab select from the Action menu - Move/Modify Assets. Notice the symbol next to the action, this symbol is also in the toolbar.
13. When the dialogue box opens there are three tabs, one of which is Users and Custodians. Click this tab. Notice that the records in the List tab are being displayed in the Assets table window on this tab.
14. In the Modify Selected sub-tab the table window is displaying the users and custodians of the selected (highlighted) asset. New or changes to the users and custodians of this asset can be made. The change only affects one asset record at a time. This is a quick way of reviewing multiple assets records and changing the users and custodians records where necessary.
15. In the Modify All sub-tab you can create new users and custodians, change the user, custodian or primary settings for a person, or by using the delete check box remove existing users and custodian records. The changes that you make will be applied to all of the records in the Asset table window. This is the best way of making mass changes to users and custodians records.
16. When you have prepared your changes, click the Apply button. If necessary return to the Modify Selected sub-tab and verify the changes that you have made.
17. To save the changes that you have prepared click the OK button, otherwise cancel.

5. Given that Maximo has been installed and the basic system data has been set up, locations and assets created based upon the customer's requirements, create a tiet or a work order directly from an asset so that a ticket or work order is created directly from an asset.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Select an existing asset that you wish to create a work order for, for example you may need to commission the asset before its status can be changed to Operating.
3. From the Action menu select the action - Create Work Order. Note. All types of tiet and work order can be created, except an Activity or Task.
4. In the dialogue box enter the following information
1. Description and optionally a long description (Details field)
2. Optionally, a Priority
5. Click the OK button.
6. From the Action menu select the action - View Work Details.
7. In the Work tab on this dialogue box you can see the Work Order that was created and you can navigate to it by clicking on the Detail Menu in the column marked Record which stores the work order or ticket number. The Work tab shows all classes of Work Order and Ticket, including Activities.
8. This dialogue box is particularly useful in planning work when an asset must be taken out of service, as it shows all tickets, work orders, and PM's for the asset, its children, and ancestors. A similar dialogue box can be found in the Locations application and also in the Configuration Items application (without the PM and Route tabs). Note. A similar dialogue box can be found from the Detail menu on the Asset, Location, and Configuration Item fields on ticket and Work Order applications. On these dialogue boxes you have the ability to relate the records.
9. Additional data can be crossed-over from the asset to the ticket or work order when these records are created; these use the cross-over domains ASSET2TT and ASSET2WO.
10. The Locations application has a similar ability to create a ticket or work order directly from the application. The cross-over domains used are LOC2TT and LOC2WO.
11. The Configuration Items application has a similar ability to create a ticket or work order directly from the application. The cross-over domains used are CI2TT and CI2WO.
12. Look out for the Ticket fields AssetTt, LocTt and TtCI and the Work Order fields WOAsset, WOLoc and WOCI. These fields trigger cross-over domains. For example, if you add the asset's location into the WOLoc field this will trigger the LOC2WO cross-over so that when creating a work order from an asset you can pull data from both the asset and it's location onto the work order that is created.


Section 2 - Preventive Maintenance

1. Given that locations, assets and routes have been loaded, create a new PM based on time and/or meter basis so that work orders can be generated for PM's.


With emphasis on performing the following tasks:
1. Click PM application in the PM module.
2. To create a new PM click the New icon.
1. Specify a name and a description for the PM.
2. Assign a location, asset, or route.
3. Assign a job plan.
4. Assign a work type.
5. Assign a supervisor (if applicable).
6. Enter a lead time (if applicable).
3. Click the frequency tab.
4. To create a time based PM, click the Time Based Frequency tab.
1. Enter a frequency.
2. Select a frequency unit.
3. De-select the "Use Last WO's Start Information to Calculate Next Due Frequency" if PM frequency is based on completion date.
4. Enter an Estimated Next Due Date.
5. Enter an Alert Lead (Days) (if applicable).
5. To create a meter based PM, click the Meter Based Frequency tab.
1. Select a New Row.
2. Select a Meter from the list.
3. Enter a frequency.
4. Select a frequency unit.
5. Enter a value in Generate WO Ahead By (if applicable).
6. De-select the "Use Last WO's Start Information to Calculate Next Due Frequency" if PM frequency is based on completion date.
7. Select "Generate WO Based on Meter Reading (Do Not Estimate)" (if applicable).

-Select "Generate WO When Meter Frequency is Reached" (if applicable).
-Repeat a - d as required.
-Enter an Alert Lead (if applicable).To set the Active Days.
6.
1. Select the Seasonal Days tab.
2. De-select the days as applicable.
7. To set the Active Season.
1. Select the Seasonal Days tab.
2. Select the New Row button.
3. Select the Start Month.
4. Enter the Start Day.
5. Select the End Month.
6. Enter the End Day.
8. Select the Job Plan Sequence tab if applicable.
1. Select the New Row button.
2. Assign a job plan.
3. Assign a sequence number.
4. Repeat steps A to C as required.
9. Click the Save button.
10. Click the Change Status button, and select Active.

2. Given a set of existing PMs, organize them into a hierarchy so that the PM's are linked together to form a hierarchy.


With emphasis on performing the following tasks:
1. Click PM application in the PM.
2. To create a new PM click the New icon or add to an existing PM record.
1. Select a PM using search techniques if applicable.
2. Select the PM Hierarchy tab.
3. Select the New Row button.
4. Select a PM from the PM lookup icon.

5. -Repeat steps 2.2.4 & 2.2.5 as applicable.To create another level in the PM hierarchy.

6. -Select the Move To option from one of the child PMs.Repeat steps A to E as applicable.
3. Click the Save button.

3. Given that IBM Maximo Asset Management V7.1(IMAM) has been installed, create a PM and associate it with a job plan(s) and create a schedule so that a job plan and schedule has been created.


With emphasis on performing the following tasks:
1. Create a PM with all necessary customer data.
2. Create the proper frequency (either time- and/or meter-based) and start information from Frequency tab.
3. Select the Job Plan Sequence tab, if applicable.
4. Select the New Row button.
5. Select a job plan.
6. Assign a sequence number.
7. Repeat steps b to d as required.
8. Click the Save button.

4. Given an item number, create a Master PM, that is time and/or meter based and generate associated PMs and update associated PMs so that new master PMs are created and a number of associated PMs are published and updated.


With emphasis on performing the following tasks:
1. Click Master PM application in the PM module.
1. Create a master PM.
2. To create a new Master PM, click the New icon.
3. Specify a name and a description for the Master PM.
4. Select an item number.
5. De-select "Create Associated PMs for Item's Location" (if applicable).
6. De-select "Create Associated PMs for Item's Asset" (if applicable).
7. Select a work type.
8. Assign Work Order Priority.
9. Enter a lead time (if applicable).
10. Click the Frequency tab.
11. To create a time based Master PM, click the Time Based Frequency tab.

-Enter a frequency.
-Select a frequency unit.
-De-select the "Use Last WO's Start Information to Calculate Next Due Frequency" (if applicable).
-Enter a Next Due Date (Used During PM Create Only) (if applicable).
12. -Enter an Alert Lead (Days) (if applicable).To create a meter based Master PM, Click the Meter Based Frequency tab.

-Select a New Row.
-Select a Meter from the list.
-Enter a frequency.
-Select a frequency unit.
-Enter a value in Generate WO Ahead By (if applicable)
De-select the "Use Last WO's Start Information to Calculate Next Due Frequency" (if applicable).
13. -Repeat a - e as required.To set the Active Days.

-Select the Seasonal Days tab.
14. -De-select the days as applicable.To set the Active Season.

-Select the Seasonal Days tab.
-Select the New Row button.
-Select the Start Month.
-Enter the Start Day.
-Select the End Month.
15. -Enter the End Month.Select the Job Plan Sequence tab.

-Select the New Row button.
-Assign a job plan.
-Assign a sequence number.
-Repeat steps b to d as required.
1. Click the Save button.
2. Create associated PMs:
16. Select Create Associated PMs from the Action menu.
17. Select the check boxes as required on the Asset and/or Location tab.
18. Select the OK button.
1. Update associated PMs:
19. Adjust details of the Master PM as required.
20. Select Update Associated PMs from the Action menu.
21. Select the check boxes as required.
22. Select the OK button.

5. Given that IMAM is installed, create a new PM and a new route so that a new PM and route have been created and are ready to be generated into a work order.


With emphasis on performing the following tasks:
1. Create a new PM as per 2.1.
2. To create a new route:
1. Hyperlink from the Route field to the Route application.
2. Select the New button.
3. Enter a route name and description.
4. Select the correct option according to the client's business needs for the "When this Route is applied to a Work Order, the Route Stops will become" option.
5. De-select the "Route Stops Inherit Status Changes" (if applicable).
6. To create route stop using the New Row.

-Select the New Row button.
-Enter a location or asset.
-Enter a sequence (if applicable).
-Enter a job plan (if applicable).
7. -Repeat steps A to D as required.To create route stop using the Select Assets button.

-Select the Select Assets button.
-Select as many assets as required.
-Enter a sequence (if applicable).
-Enter a job plan (if applicable).
8. -Repeat steps A to D as required.To create route stop using the Select Locations button.

-Select the Select Locations button.
-Select as many assets as required.
-Enter a sequence (if applicable).
-Enter a job plan (if applicable).
-Repeat steps A to D as required.
6. Given a valid PM, set up the organization to generate PM alerts for a certain work order status so that the organization has been set up to generate PM alerts and PMs are set up indicating when the alert will occur.


With emphasis on performing the following tasks:
1. Set up organization PM alert option:
1. Select the Organization application from the Administration module.
2. Query from the correct organization.
3. Select the Organization tab.
4. Select PM Options from the Select Actions menu.
5. Select the correct option from the "Generate PM Alerts for Assets When Corrective Maintenance Work Order Status is" field.
6. Select the OK button
2. Select the Save button.

7. Given an organization, set it up to automatically generate PMs, and using cron tasks set the schedule so that the organization has been set up and cron tasks are set up to automatically generate PMs.


With emphasis on performing the following tasks:
1. Set up organization to Auto generate a PM.
1. Select the Organization application from the Administration module.
2. Query for the correct organization.
3. Select the Organization tab.
4. Select PM Options from the Select Actions menu.
5. Highlight the correct Site.
6. Enter the number of days in the "Generate WOs Due on the Current Date Plus This Number of Days" field.
7. Select the "Use Priority from Job Plans on Sequenced PMs" check box according to the business needs of the client.
8. Select the "Base Work Order Generation on Meter Reading Only (Do Not Estimate)" check box as applicable for meter based PMs.
9. Select the Automatic PM WO generation.
10. Enter a valid Where Clause in the WO Generation Where Clause field (if applicable).
11. Enter an e-mail address in the E-mail Address Notification field (if applicable).
12. Repeat steps F to K as required for other sites.
13. Select the OK button
14. Repeat steps B to K as required for other organizations.
2. Select the Save button.
3. Set up the PM cron task.
1. Select Cron Task Setup from System Configuration module and Platform Configuration sub-module on the Go To menu.
2. Query for the PMWoGenCronTask.
3. Select the Cron Task tab.
4. Select the New Row button.
5. Enter a Cron Task Instance Name and update the description as applicable.
6. Set the schedule.
7. Select the Active check box.
8. Select the Parameters sub-tab.
9. Update the Value field as applicable with the correct pathing to the log.
4. Select the Save button.

8. Given a set of active PM records, generate the PMs into work orders according to the schedule so that work orders are generated, and if background option is selected an e-mail is generated.


With emphasis on performing the following tasks:
1. Manually generate a PM.
1. Query from the List tab all PMs to be included.
2. Select Generate Work Order option from the Select Actions menu.
3. Enter the number of days in the "Generate WOs Due on the Current Date Plus This Number of Days" field.
4. Optionally select "Run Work Order Generation in the Background" check box

5. -Enter a valid e-mail address in the "Notification E-mail for Work Order Generation" field.Select the OK button
6. Repeat steps B to K as required for other organizations.


Section 3 - Inventory

1. Given an installed IBM Maximo Asset Management V7.1(IMAM), define Units of Measures and Conversion Units so that Units of Measures and Conversion Units have been set up.


With emphasis on performing the following tasks:
1. Access the Item Master application from the Inventory module. NB: This unit can also be performed in the following applications: Inventory, Assets, Purchase Contracts, PR, PO, RFQ, Work Order, and others.
2. Select Unit of Measure and Conversion from the Select Action menu.
3. Define Units of Measure:
1. Select Add/Modify Units of Measure from the sub-menu.
2. Select the New Row button.
3. Enter a Unit of Measure and description.
4. Enter an Abbreviation.
5. Repeat steps 1 to 4 as required.
6. Select the OK button.
4. Define Conversions:
1. Select Add/Modify Conversions from the sub-menu.
2. Select the New Row button.
3. Enter a From Unit of Measure.
4. Enter a To Unit of Measure
5. Enter an Conversion Factor.
6. Enter an Item Number if applicable.
7. Repeat steps 1 to 6 as required.
8. Select the OK button.

2. Given an Organization, configure an Item Set and the Issue Costing model so that the Item Issue Costing model is defined for all Sites, Item Sets are created and are ready to be applied to an Organization.


With emphasis on performing the following tasks:
1. Configure an Item Set.
1. Access the Sets application from the Administration module.
2. Select the New Row button in the All Sets table window.
3. Enter a Set name and description.
4. Select ITEM in the Type field.
5. Select the Default Item Status.
6. Select the Save button.
2. Define issue costing model.
1. Access the Organization application from the Administration module.
2. On the List tab, find and select the Organization to set its Issue Costing model.
3. From the Organization tab, choose Inventory Options then Inventory Costs from the Select Action menu.
4. Find and highlight the Site to define its Issue Costing model.
5. Enable the appropriate radio button for Standard Cost or Average Cost in the Issue Cost section.
6. Enable the appropriate radio button for Issue Cost or Asset Cost in the Non Capitalized Rotating section.
7. Repeat steps 4 to 6 as applicable for other Sites.
8. Select the OK button.
9. Select the Save icon from the Organization tab.

3. Given an Item Set, define Condition Codes and the associated Condition Rates, in the Condition Codes application from the Inventory module so that Condition Codes have been defined for each Item Set.


With emphasis on performing the following tasks:
1. Define Condition Codes
1. Access the Condition Codes application from the Inventory module.
2. Find and highlight the Item Set to create its Condition Codes.
3. Select the New Row button in the Condition Codes section for the selected Item Set.
4. Enter a Condition Code and Description.
5. Enter a Condition Rate.
6. Repeat steps 1 to 3 for other Condition Codes to be used for this Item Set.
7. Select the Save icon.

4. Given a list of Rotating and Non-Rotating Items, create an Item Assemble Structure (IAS) so that you have organized these into a hierarchy of Items ready to be applied to an Asset.


With emphasis on performing the following tasks:
1. Create child IAS for a Rotating Item
1. Access the Item Master from the Inventory module.
2. Find the Rotating Item to be used as the Top Level Item of the IAS.
3. Select the Item Assembly Structure tab.
4. Select the New Row button in the Children table window.
5. Select an Item.
6. Enter a Quantity according to the client's data requirement.
7. Enter a Remarks (optional).
8. Repeat steps 4 to 7 for additional Children Items, as applicable.
9. Click the Save icon.
2. Create next level child IAS.
1. From this newly created list of Children, identify the Item to assign a lower level child.
2. In this child's Item field on the Table Row (not Details section as this will not automatically refresh the Belongs To field value), select the Detail Menu icon.
3. Select the Move to xxxx option (move to the selected Item #).
4. Repeat previous steps a) 3 to a) 9 above to assign 3rd level Children Items and return to next step below.
3. To view the Item at a level above in the hierarchy, select the Detail Menu icon from the Belongs To field.
1. Select the Move To xxxx option (to move to the upper level item).

5. Given an Item Set, Classifications, Vendors, and Images, create an active Service Item so that a new Service Item is created and ready for use.


With emphasis on performing the following tasks:
1. Access the Service Items application from the Inventory module.
2. Create a Service Item.
1. Select the New Service Item icon.
2. Enter a Service Item ID and a description.
3. Select a Commodity Group (optional).
4. Select a Commodity Code (optional).
5. Select Prorate check box (optional).
6. De-select Inspection Required (optional).
7. Select the Save icon.
3. Add an Image.
1. Select Add/Modify Image from the Select Action menu.
2. Select the Browse button.
3. Find an Image file from the directory list and select the Open button.
4. Select the OK button.
5. Select the Save icon.
4. Add a vendor.
1. Select New Row button in the Vendors table window.
2. Select a Vendor.
3. Enter a Catalog number (optional).
4. Checkmark Default Vendor (optional).
5. Select an Order Unit.
6. Select a Site (optional).
7. Repeat steps 1 to 6 as required.
8. Select the Save icon.
5. Add a Specification.
1. Select the Specifications tab.
2. Select the Detail Menu button and choose Classify in the Classification field.
3. Select the Select Record button against the Classification to be returned.
4. Select the Save icon.
6. Update a specification.
1. Select the Specifications tab.
2. Highlight the Specifications Attribute row to be updated.
3. Update the Alphanumeric Value, Numeric Value, or Table Value as appropriate.
4. Repeat steps 1 to 3 for other Specification Attributes as required.
5. Select the Save icon.
7. Change status.
1. Select the Change Status icon.
2. Select New Status of Active.
3. Checkmark the Roll New Status to Organizations.
4. Enter a Memo (optional).
5. Select the OK button.

6. Given a Site, Organization addresses, GL Accounts, Persons, and a list of Storerooms from the client, create a Storeroom, assign accounting codes and shipping and billing information so that a new Storeroom is created and ready for Items to be added.


With emphasis on performing the following tasks:
1. Create a Storeroom.
1. Access the Storeroom application from the Inventory module.
2. Select the New Storeroom button.
3. Enter a Location and a description.
4. Enter a valid GL account (leaving no "?") in one or more of the following fields according to the client's requirements:

-GL Control Account
-Cost Adjustment Account
-Receipt Variance Account
-Purchase Variance Account
-Shrinkage Account
-Invoice Variance Account
-Currency Variance Account
5. -Tool Control AccountDefine an internal storeroom.

6. -Checkmark Use in PO/PR.Enter a "Recent Lead Time Weight in %" (optional).
7. Checkmark Default Storeroom (optional).
8. Verify Ship to Address or select correct address from the lookup.

-Select the Save icon.Create a new Organization Address.
2.
1. Access the Organizations application from the Administration module.
2. Find the Organization and select the Addresses tab.
3. Select the New Row button.
4. Enter an Address Code and description.
5. Enter an Address.
6. Enter a City.
7. Enter a State/Province.
8. Enter a ZIP/Postal Code.
9. Enter a Country.
10. Select the Save icon.
3. Update a Storeroom.
1. Access the Storeroom application from the Inventory module.
2. Find and select the Storeroom to be updated.
3. Select a new Ship to Address from the Select Value icon.
4. Select the Save icon.

7. Given that the IMAM has been installed and system has been set up, use the Inventory application per customer's requirements so that the Inventory application can be used successfully to track balance and reorder details of Storeroom Items.


With emphasis on performing the following tasks:
1. Use the Inventory application to enter, view or modify Storeroom: Item Balances, Costs, Bins, ABC Type and Lots. The Inventory application is used for tracking stocked, non-stocked as well as special order items in a Storeroom.
2. Access the Inventory application from the Inventory module.
3. Modify Inventory record.
1. Find and select a Stock Item in a Storeroom (i.e. where Stock Category is STK).
2. Select a new ABC Type that represents customer's desired usage.
3. Select a new Count Frequency in days.
4. Add another Bin by clicking New Row in the Inventory Balances section.

-Enter Bin.
-Enter Current Balance.
-If Lot Type is Lot, enter a Shelf Life (Days) value.
-Click the Save icon. Modify Reorder Details.
4.
1. Select the Reorder Details tab.
2. Enter Reorder Point.
3. Enter Safety Stock.
4. Enter Economic Order Quantity.
5. Enter Primary Vendor.
6. Select the Save icon.

8. Given that the IMAM has been installed and system has been set up, create an Item for an Organization's Item Set with a default Item Status as per customer's requirements so that Item and Item Status have been set up successfully for Organizations to use.


With emphasis on performing the following tasks:
1. Two or more Organizations share an Item Set and the Items within that Set can be shared across Organizations.
2. Item Masters are created at the Organization level in an Item Set and Items are added to a Site Storeroom.
1. Access the Item Master from the Inventory module.
2. Select the New Item icon.
3. Enter an Item alphanumeric ID and description.
4. Change the Lot Type from the default NOLOT to LOT if required by the customer's data.
5. Select an Order Unit.
6. Select an Issue Unit.
7. Checkmark Add as Spare Part if applicable.
8. Create condition enabled Item.

-Checkmark Condition Enabled.
-Select New Row button in the Condition Codes table window.
-Select a Condition Code.
-Repeat steps b to c to add additional Condition Codes, as applicable.
9. -Select the Save icon.Add an Image.

-Select Add/Modify Image from the Select Action menu.
-Select the Browse button.
-Find an Image file from the directory list and select the Open button.
-Select the OK button.
10. -Select the Save icon.Add a Vendor.

-Select the Vendors tab.
-Select New Row button in the Vendors table window.
-Select a Vendor.
-Enter a Catalog number (optional).
-Checkmark Default Vendor (optional).
-Select a new Order Unit if necessary.
-Select a Site (optional).
-Repeat steps b to g to add additional Vendors as applicable.
11. -Select the Save icon.Add an Item Specification.

-Select the Specifications tab.
-Select the Detail Menu button and choose Classify in the Classification field.
-Select the Select Record button against the classification to be returned.
12. -Select the Save icon.Update a Specification (optional).

-Select the Specifications tab.
-Highlight the Specifications Attribute table row to be updated.
-Update the Alphanumeric Value, Numeric Value, or Table Value as appropriate.
-Repeat steps b to c to update additional Attribute's values as required.
13. -Select the Save icon.Add an Alternate Item.

-Select the Item tab.
-Select New Row in the Alternate Items table window.
-Select an Item.
-Repeat steps b to c to add other Alternate Items, as applicable.
14. -Select the Save icon.Add item to a Storeroom (optional).

-Select Add Items to Storeroom from the Select Action menu.
-Select a Storeroom.
-Select the OK button.
-Enter a Default Bin (optional).
-Select the correct Stock Category if the item is either Nonstocked or Special Order.
-Enter a Standard Cost (if applicable).
-Enter a Current Balance if known.
15. -Select the OK button.Change Item Status.

-Select the Change Status icon.
-Select New Status of Active.
-Checkmark Roll New Status to Organizations and Inventory.
-Enter a Memo (optional).
-Select the OK button.
-Select the Save icon.
9. Given that the IMAM has been installed and system has been set up, configure Reorder parameters and activate automatic Reorder Cron Task as per customer's requirements so that Reorder parameters have been configured and Reorder Cron Task is automated successfully.


With emphasis on performing the following tasks:
1. Set up Inventory Reorder options.
1. Access the Organization application from the Administration module.
2. Select the Organization to set up its Reorder options.
3. Select Inventory Options then Reorder from the Select Action menu.
4. Choose External Request Creation and Internal Request Creation options.

-Select whether an External Request will be created as an approved or unapproved PR or PO.
-Select whether an Internal Request will be created as an approved or unapproved PR or PO.
-Enter whole number in the "Maximum Number of Reorder Lines per PO/PR" field.
-Select the OK button.
-Select the Save icon. Set up Cron Task for automating Reorder process.
2.
1. Access Cron Task Setup from System Configuration then Platform Configuration module.
2. Select New Row in the Cron Task Instances table.
3. Enter Cron Task Instance Name ID appropriate criteria related to.
4. Select Set Schedule icon next to the Schedule field.

-Choose the correct Schedule or Time Interval.
5. -Select OK button.Set up Cron Task Parameters by entering Values for each of the applicable Parameters according to client's requirements.

6. -Select View Details for each Parameter in the Cron Task Parameters table and enter the appropriate Value statement. Checkmark the Active field in the Cron Task Instances table for the appropriate instance.
7. Select the Save icon.

10. Given that IMAM has been installed and basic system data has been set up, accurately record movement of material so that the Issues and Transfers are made according to customer data.


With emphasis on performing the following tasks:
1. Inventory Items can be issued, returned, or transferred, and the use transactions will be recorded appropriately for accurate accounting within or across Storerooms, Sites, or Organizations.
2. Access the Issues and Transfers application from the Inventory module.
3. From the List tab choose a Storeroom from which to issue or transfer; navigate to the Issue tab.
1. If applicable, click the Select Items for Return button to choose an Item to return to the inventory in that Storeroom.
2. If applicable, click the Select Reserved Items button to choose Items from the Reserved Items inventory in that Storeroom (Request number will display in the row details Charge Information section).
3. If applicable, click the Select Assets Spare Parts button to choose Items from the Asset Spare Parts inventory in that Storeroom.
4. If applicable, click the New Row button to create a new Issue from that Storeroom.
4. An Inventory Item or Tool can be issued directly to a Work Order, Location, Asset, or against

a GL Account either within a Site or a different Site within an Organization.
1. Select New Row button.
2. Enter Line Item information:

-Select the Tool or Item in the Line Type field's drop down list.
-Choose Select Value from the Item field and select an Item to be issued.
-Checkmark Outside field if applicable.
3. -Verify or select a Bin.Enter Quantity.
4. Enter Charge Information.

-Verify or select Site in the Charge to area.
-Select or change Charge Information for one of the following: Work Order, Location, or Asset (optional).
-Verify or select the related GL Debit Account.
-Verify or select the related GL Credit Account.
-Select the Issued To Person as appropriate.
5. -Verify the Desktop Requisition Requisition ID and Requisition Line values if applicable.Enter Transaction Details.

-Verify Transaction Type is Issue.
-Enter the correct new Physical Count amount and Physical Count Date if applicable.
-Accept the default Entered By and Actual Date data or change them as appropriate.
6. -Enter Memo as appropriate.Select the Save icon.
5. Transfer Out and Transfer In tabs support the activity of using an intermediary party, such as a Courier, to facilitate tracking materials in-transit.
6. Using the Transfer Out or Transfer In tab, transfer an Item in or out of the Storeroom by using one of the following options for quick selection of Item(s) or select the New Row button to enter Item details manually:
1. PO Items for transfer using the Select PO Items button
2. Items for transfer using the Select Items for Transfer button
3. Asset Spare Parts for transfer using the Select Asset Spare Parts button
4. For PO items in transit to be transferred into the Storeroom, use the Select PO Items in Transit button.
7. Enter or select one or more Items for Transfer.
1. In the row View Details section, verify or enter, as appropriate, the following:

-From Location and From Site data.
-Quantity, From Bin, To Bin, From Lot, and To Lot data.
-Add Remarks as applicable.Click the Save button.
8.

11. Given that IMAM has been installed and basic system data has been set up, create a new or change an Internal Purchase Order so that Inventory Reorder can occur between Storerooms according to customer data.


With emphasis on performing the following tasks:
1. Use an Internal Purchase Order for replenishing Inventory from one Storeroom to another Storeroom.
2. Access the Inventory application from the Inventory module.
1. Select an Item that will be replenished from another Storeroom.
2. Select the Vendors tab.
3. Checkmark Internal in the Primary Vendor section.
4. Select the Storeroom that will replenish this item.
5. Select Save icon.
3. Access the Storeroom application from the Inventory module.
1. Select the Storeroom that will be used to replenish an item to another Storeroom.
2. Checkmark Use in PR/PO.
3. Select Save icon.
4. Access the Purchase Order application from Purchasing module.
1. Select the New PO icon.
2. Use the provided PO number or enter a new number according to customer standards and enter the a description.
3. Accept the default, Standard PO Type of STD.
4. Enter the Priority number.
5. Select a Required Date.
6. Checkmark the Internal field.
7. Enter the Storeroom that will replenish the item.
8. Select the Ship Via shipment method.
9. Select the Save icon.
5. Add the Inventory item to be replenished internally onto an Internal PO
1. Select the PO Lines tab.
2. Select New Row in the PO Lines table window..

-Enter or select the Item that is to be replenished.
-Select the Item's Storeroom in the Charge To Details section.
-Enter the Quantity to be ordered.
3. -Verify Order Unit and Conversion Factor.Select Save icon.
4. Select the Ship To / Bill To tab.

-Verify or select a Ship To address.
5. -A person may be selected for Attention at this address.Click the Save icon.

12. Given that IMAM has been installed and basic system data has been set up, create a Tool in Organization's Item Set with a default Item Status as per customer's requirements so that the Organization's Tool items and Status are set up successfully for the Organization to use.


With emphasis on performing the following tasks:
1. Tools are created at the Organization level in an Item Set and Tools are added to a Site Storeroom. All Tools are capitalized (non-consumable).
2. Access the Tools application from the Inventory module.
1. Select the New Tool icon.
2. Enter a Tool alphanumeric ID and description.
3. Select an Issue Unit.
4. Checkmark Rotating to make a Rotating Tool.
5. Associate an Organization's Qualifications to the Tool that will be used to identify qualified labor that can use this tool.

-Select New Row button in the Required Qualifications table window.
-Select a Qualification.
-Repeat steps a to b to add additional Qualifications, as applicable.
6. -Select the Save icon.Add a Vendor.

-Select the Vendors tab.
-Select New Row button in the Vendors table window.
-Select a Vendor.
-Select a Manufacturer if known.
-Enter a Catalog number (optional).
-Enter pricing information if known for Last Price and Last Order Date.
-Checkmark Default Vendor if appropriate.
-Select an Order Unit.
-Select a Site (optional).
-Repeat steps b to i to add additional Vendors as applicable.
7. -Select the Save icon.Add a Tool Specification.

-Select the Specifications tab.
-Select the Detail Menu button and choose Classify in the Classification field.
-Select the Select Record button against the classification to be returned.
8. -Select the Save icon.Add an Alternate Tool.

-Select the Tool tab.
-Select New Row in the Alternate Tools table window.
-Select an Item.
-Repeat steps b to c to add other Alternate Items, as applicable.
-Select the Save icon.Add a Rotating Tool to a Storeroom so it can be associated to an Asset for Preventive Maintenance.
3.
1. Add item to a Storeroom (optional).

-Select Add Items to Storeroom from the Select Action menu.
-Select a Storeroom.
-Select the OK button.
-Enter a Default Bin (optional).
-Enter a Current Balance if known.
-Enter or modify Issue Unit as necessary.
-Select the OK button.In the Tools application, a change to a tool status is applied to the organization level. From the organization level, a status change is applied to the inventory level.
4. 5. Change Tool Status.
1. Select Change Status icon from the toolbar.
2. Select New Status of Active.
3. Enter a Memo (optional).
4. Select the OK button.
6. Set Organization Tool Rate and Inventory Status.
1. Select Tool/Organization Details from the Select Action menu.
2. Highlight the Organization to be updated.
3. Enter the currency Tool Rate.
4. Select GL Account.
5. Select Tax Code as applicable.
6. Select the New Status icon at the end of the row.
7. Select the New Status of Planning.
8. Checkmark Roll New Status to Inventory.
9. Enter a Memo (optional).
10. Select the OK button.
11. Select the Save icon.
7. Select the Storerooms tab.
1. View Storeroom previously associated and Inventory Tool Status.

13. Given that IMAM has been installed and basic system data has been set up, use Stocked Tools application so that Tool allocation and Inventory adjustments are made according to customer data.


With emphasis on performing the following tasks:
1. Make a Stocked Tool Active so it can be reserved and issued to a Work Order.
2. Access the Stocked Tools application from the Inventory module.
3. Select a Tool with Status of PENDING in a Storeroom to modify Inventory information.
1. Change the Default Bin
2. Select a new Issue Unit.
3. Select Save icon.
4. Select the Vendors tab.
5. Select New Row in the Vendors table window.
6. Select a Vendor
7. Checkmark Default Vendor, if appropriate.
8. Select Save icon.
4. Perform a Tool Physical Count.
1. In the Select Action menu, select Adjustments, then Physical Count.
2. Enter New Count.
3. Select the actual physical count Count Date from the Date and Time icon.
5. Reconcile Balance (from Physical Count).
1. In the Select Action menu, select Adjustments, then Reconcile Balances.
2. If not already populated, enter the Control GL Account and Shrinkage GL Account.
3. Select OK button.
6. Change Tool Status.
1. Select Change Status icon.
2. Select New Status of Active.
3. Enter Memo as appropriate.
4. Select OK button.


Section 4 - Contracts

1. Given that the IBM Maximo Asset Management V7.1 (IMAM) has been installed and system has been set up. Explain the different types of Contract. There are 5 types of contracts; they are Purchase, Lease/Rental, Labor, Warranty and Master Contracts so that the purpose for each contract type has been defined.


With emphasis on performing the following tasks:
1. Contracts are defined at the organizational level. A Purchase order is created for a site but can use contracts defined for the organization to which the site belongs.
2. Purchase Contract:
1. Used to define contracts with outside vendors, and provide detailed information about a contact's contact information or shipping and financial terms.
2. Used for creating price, blanket, or purchase type contracts
3. Lease/Rental Contract:
1. You use the Lease/Rental Contracts application located in the contracts module to define overall terms and conditions of an agreement between vendor and a customer regarding one or more rotating assets.
4. Labor Rate Contract:
1. Defines contract rate schedule and terms and conditions for one or more Labor records.

2. M@aster Contract: Defines the relationship with a vendor that apply to the contracts associated with it.
5. Warranty Contract:

Defines agreements to maintain one or more assets with an outside service provider for a fee or scheduled set of payments and tracks warranty information and locations by time or meter.
You also use a warranty contract to create a service contract. A service contract indicates that an outside service provider maintains one or more assets. Payment for service can be made with a single fee or schedule set of payments.
2. Given that the IMAM has been installed and system has been set up, create a master contract as per customer's requirements so that the master contract has been created.


With emphasis on performing the following tasks:
1. Start the Master Contracts application from Contracts module.
2. Fill-in data:
1. Specify description and company.
2. Select one or more sites from the Select Action menu. All approved Master Contracts must be authorized to be used with one or more sites.
3. Approve the Contract.
4. From select Action choose Create Associated Contract.

-Create a PURCHASE contract.
5. -Enter description.From select Action choose Create Associated Contract.

-Create a LEASE contract.
6. -Enter description.From select Action choose Create Associated Contract.

-Create a WARRANTY contract.
-Enter description.Click the Save button.
3. 4. The new master contract is created with a status of DRAFT. After being created and approved, Master contracts cannot be directly changed. They must be changed by creating a revision.

3. Given that the IMAM has been installed and system has been set up, create terms and conditions as per customer's requirements so that the terms and conditions have been created to meet the customer's requirements.


With emphasis on performing the following tasks:
1. Start the Terms and Conditions application - available from both the Contracts module and the Purchasing module.
2. Fill-in data:
1. Specify Liability concerns
2. Specify Shipping and handling details
3. Specify delivery time expectations
3. Click the Save button. Terms and Conditions is a single-page application with no tabs or Select Action menu.

4. Given that the IMAM has been installed and system has been set up. Create a contract as per customer's requirements so that the contract has been created.


With emphasis on performing the following tasks:
1. Start one of the Contract applications (Purchase, Lease/Rental, Labor, Warranty or Master contracts.
2. Fill-in data:
1. Enter contract description.
2. Select contract type.
3. Select vendor.
4. Associate Master Contract (optional).
5. Associate terms and conditions.
3. Click the Save button.


Section 5 - Purchasing

1. Given that IBM Maximo Asset Management V7.1 (IMAM) has been installed and basic system data has been set up, create or change a new or existing company's information so that the company has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Companies application from an administrator-type login.
2. To change an existing company, select a company from the list or search for a specific company by using a filter. Change the existing fields.
1. Change customer # to change the customer number.
2. Change the home page to set the home page for the company.
3. Change the company type to indicate if the company type is manufacturer or vendor, internal or courier.
4. Press the attachments clip to add attachments.
5. Change the currency to change to a particular currency set.
6. Change the tax code to set a particular tax code.
7. Change the tax exempt code to set a particular tax exempt status.
8. Change the tax exempt number to record a tax exempt number.
9. Enable/disable the pay tax to vendor box to indicate if the vendor is paid the tax.
10. Enable/disable the disqualified vendor box to mark a vendor as disqualified/clear the disqualified status.
11. Type the freight terms into the box to record freight terms.
12. Record the FOB (free on board) point for the shipping (usually destination or shipping)
13. Choose the ship via (shipping method) to record the shipping method.
14. Record registration number to have a record of the tracking number.
15. Enable/disable the inspection required box to mark if an inspection is required for this company's shipments.
16. Enable/disable the payment on receipt box to mark if payment is required on receipt.
17. Set a date for the expiration date of the insurance to record the insurance expiration date.
18. Record the bank account for the vendor for direct credits.
19. Record the bank reference number that identifies the bank and branch.
20. Record the DUNS # to record the data universal numbering system number.
21. Record the pay to vendor to be paid when dealing with this company.
22. Record any applicable payment terms when dealing with this company.
23. Record the AP Control Account to indicate the account to credit when the invoice is paid.
24. Record the RBNI Account to indicate when the order is received but not invoiced.
25. Record the suspense account to credit the account when the invoice is approved.
26. Record the tool control account.
3. Set contacts for the company on the contacts tab.
1. Review the contact list, filter to sort, or click New Row to enter a new contact.
4. Set the addresses for the company on the addresses tab.
1. Set the general information on the addresses tab.

-Choose the customer contact from the customer contact search dialog.
-Record the street address for the customer general contact information.
-Record the city for the customer general contact information.
-Record the state/province for the customer general contact information.
-Record the zip/postal code for the customer general contact information.
-Record the phone number for the customer general contact information.
2. -Record the fax number for the customer general contact information.Set the remit to information on the contacts tab.

-Choose the customer contact from the contact selection box.
-Record the street address for the customer general contact information.
-Record the city for the customer general contact information.
-Record the state/province for the customer general contact information.
-Record the zip/postal code for the customer general contact information.Set the related branch records on the branches tab.
5.
1. Review and filter records to view the related branches or add a new branch relationship.
6. Associate the appropriate commodities with this company via the select action > associate commodities action.
1. Select the appropriate commodity groups via the dialog box using filters and check boxes, as required.
7. Add/Modify commodity codes for use within the associate commodities action via the select action > add/modify commodity codes action.
8. View contracts for this company via the select action > view contracts action.
9. View attached libraries and folders for this company via the select action > attachment library/folders action.
10. A company can be duplicated using the select action > duplicate company action.
11. A company can be deleted using the select action > delete company action.
12. Click the Save button.

2. Given that IMAM has been installed and basic system data has been set up, create or change a new or existing currency type or exchange rate so that the currency type or exchange rate has been created or modified according to customer data


With emphasis on performing the following tasks:
1. Start the Currency Codes application from an administrator-type login.

To create a new or change an existing currency set, select a currency set from the list or search for a specific currency set by using a filter. Change the existing fields.
1. Record the currency set name.
2. Record the currency description.
2. Start the Exchange Rate application from an administrator-type login.

To create a new or change an existing exchange rate, select an exchange rate from the list or search for a specific exchange rate using a filter. Change the existing fields.
1. Select the Convert From currency set using the selection dialog.
2. Select the Convert To currency set using the selection dialog.
3. Set the exchange rate by entering the appropriate data in the exchange rate box.
4. Set the active date for when the rate becomes effective using the date box.
5. Set the expiration date for when the rate expires using the date box.
3. Click the Save button.

3. Given that IMAM has been installed and basic system data has been set up, create or change tax options so that the tax options have been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Organizations application from an administrator-type login.
2. Select the tax options from the Select Action > Purchasing Options pop-up menu.
3. For each tax type tab, modify or enter tax options according to customer data.
1. Enter a description for the tax type in the tax type description field.
2. Using the lookup field, identify the paid tax GL account.
3. Using the lookup field, identify the unpaid tax GL account.
4. Using the add tax to vendor price selection dialog choose the method of taxing line items as either: no items, for issue on receipt of items, or for all line items.
5. To create a new or change an existing tax option, select a tax option from the list or search for a specific tax option using a filter. Change the existing fields.

-Record or change the tax code name.
-Record or change the tax code description.
-Record or change the tax rate.
-Record or change the effective date.Click the Save button.
4.

4. Given that IMAM has been installed and basic system data has been set up, create or change a new or existing purchasing option so that the purchasing options have been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Organizations application from an administrator-type login.
2. Select the PO options from the Select Action > Purchasing Options pop-up menu.
3. Specify whether Purchase Requests must be approved to become purchase orders using the "Require approval to convert PR to PO or contract" check box.
4. Specify whether to close Purchase Requests or Request for Quotes when all the lines from these have been copied into purchase orders or contracts using the Close PR/RFQ When All PR/RFQ Lines Have Been Copied to POs or Contracts check box.
5. Specify whether to add standard service costs to direct issue lines using the Add Standard Service Costs to Direct Issue Lines Only check box.
6. Specify whether to create an approved purchase order from a contract on purchase request approval using the Create Approved PO from Contract on PR Approval check box.
7. Specify whether to allow receipts against services to occur by default using the Allow Receipts Against Services by Default check box.
8. Specify whether to allow the generation of special order items by using the Allow the Generation of Special Order Items check box.
9. Specify whether to enable the option of automatically closing purchase orders on invoice approvals using the Enable Option to Automatically Close PO's on Invoice Approval check box.

5. Given that Maximo has been installed and basic system data has been set up, create or change a new or existing desktop requisition so that the desktop requisition has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the desktop requisitions Create Requisition application from an administrator-type login.
2. Create a new requisition by entering new requisition data so that the requisition has been created according to customer data.
1. Use the provided requisition number or enter a new number according to customer standards and enter the accompanying optional description.
2. Choose a template using the search dialog.
3. Select a required by date using the Required Date date dialog.
4. Select a requested by user using the select value dialog.
5. Select a requested for user using the select value dialog.
6. Assign a priority using the priority box.
7. Choose a ship-to address using the search dialog.
8. Assign a drop point using the drop point box.
9. Assign a GL Debit account using the search dialog.
10. Link the requisition to a work order using the select value dialog.
11. Link the requisition to a location using the select value dialog.
12. Link the requisition to an asset using the select value dialog.
13. Select a credit card type using the card type drop down menu.
14. Enter a credit card number using the card # box.
15. Enter a credit card validation number using the card verification # box.
16. Enter a credit card expiration date using the Expiration date box.
3. Choose to move to step 2 by clicking the step 2 link.
4. Enter requisition line items so that the requisition has been created according to customer data by clicking New Row or by adding line item dialog to select from select materials, favorite items, spare parts, existing requisitions, or a supplier catalog.
1. Enter a line number in the Line number box or use the provided value according to customer standards.
2. Enter a line type using the drop menu of either item, material, service, standard service or tool.
3. Enter item detail using the select value dialog.
4. Enter a quantity using the Quantity box.
5. Select an order unit using the search dialog.
6. Enter a conversion unit to indicate the relationship between the order item and issue item quantities.
7. Enter a unit cost in the Unit Cost box.
8. Enter a line cost in the Line Cost box.
9. Select a currency using the search dialog.
10. Select a manufacturer using the select value dialog.
11. Enter a model number using the Model box.
12. Select a vendor using the select value dialog.
13. Enter a catalog number using the Catalog # box.
14. Select a store location using the select value dialog.
15. Select a GL Debit Account using the search dialog.
16. Enter a required date using the date dialog.
17. Indicate whether inspection is required using the check box.
5. Click the Review and Submit button.
1. Review the entered values and make changes as appropriate.
6. Click the Save as Draft or Submit button as appropriate.

6. Given that Maximo has been installed and basic system data has been set up, create or change a new or existing purchase requisitions so that the purchase requisition has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Purchase Requisitions application from an administrator-type login.
2. Create a new requisition by entering the requisition data.
1. Use the provided requisition number or enter a new number according to customer standards and enter the accompanying optional description.
2. Attach any applicable attachments using the Attachments button.
3. Assign a priority by entering a value in the priority box.
4. Use the defaulted requested by value or edit as appropriate.
5. Use the defaulted request date or change the value via the date dialog box.
6. Select a supervisor using the value select dialog.
7. Select a contract reference using the value select dialog.
8. Assign a required date using the date dialog.
9. Select a currency set via the search dialog.
10. If no vendor is identified, check the No Vendor check box.
11. If the purchase requisition is internal only, check the Internal check box.
12. If a vendor is to be identified, select a vendor using the value select dialog.
13. Set freight terms by entering a description in the Freight Terms box.
14. Set payment terms by entering a description in the Payment Terms box.
15. Select the shipment method by using the ship via search dialog.
16. Record the FOB (free on board) point for the shipping (usually destination or shipping).
17. Choose the customer contact from the customer contact search dialog.
18. Record the customer number in the Customer # dialog box.
19. Indicate if payment of tax to the vendor should occur using the check box.
20. Indicate if payment on receipt should occur using the check box.
21. Create purchase request lines using the PR lines tab.

-If a vendor has been assigned, click the Vendor Items button to select vendor items for PR lines.
-If the PR lines are to come from spare parts inventory, click the Select Spare Parts button.
-If a vendor has been assigned, contract items may be assigned to PR lines using the Contract Items button.
-The View Contracts button may be clicked to review existing contracts.
-Costs for the PR line may be distributed using the Distribute Costs button.
-A new PR line can also be manually added using the New Row button.
-Use the provided line number or enter a new number according to customer standards and enter the accompanying optional description.
-Enter the item type using the search dialog.
-Enter item detail using the select value dialog and the accompanying optional description.
-Enter a condition code using the search dialog.
-Record any applicable remarks using the dialog box.
-Select a manufacturer using the select value dialog.
-Enter a model number using the Model box.
-Enter a catalog number using the Catalog # box.
-Enter a commodity group using the search dialog.
-Enter a commodity code using the search dialog.
-Indicate whether inspection is required using the check box.
-Indicate whether to issue on receipt using the check box.
-Indicate whether to copy to RFQ using the check box.
-Indicate whether to copy to contract using the check box.
-Enter a quantity using the Quantity box.
-Select an order unit using the search dialog.
-Enter a conversion unit to indicate the relationship between the order item and issue item quantities.
-Enter a unit cost in the Unit Cost box.
-Enter a line cost in the Line Cost box.
-Select a storeroom location using the select value dialog.
-Select a work order using the select value dialog.
-Select a location using the select value dialog.
-Select a related asset using the select value dialog.
-Select a GL Debit Account using the search dialog.
-Use the defaulted entered by value or edit as appropriate.
-Use the defaulted entered date or change the value via the date dialog box.
-Use the defaulted requested by value or edit as appropriate.
-Enter a required date using the date dialog.
-Enter a vendor date using the date dialog.
-Default table data can be provided for use by all PR lines.
-A default work order can be selected with the select value dialog.
-A default location can be selected with the select value dialog.
-A default asset can be selected with the select value dialog.
-A default storeroom can be selected with the select value dialog.
-A default requested by value can be selected with the search dialog.
-A default GL account value can be selected with the search dialog.
-Ship to/Bill to information can be provided on the Ship to/Bill to tab.
-Choose a ship to location using the search dialog.
-Enter an attention description.
-Choose a reply to location using the search dialog.
-Enter an attention description.
-Terms and conditions can be provided on the terms and conditions tab.
-A new term or condition is created by clicking the New Row button.
-Use the provided sequence number or enter a new number according to customer standards.
-Select a term using the search dialog.
-Record a description using the dialog box.
-Indicate if the term or condition should be sent to the vendor with the check box.
-Save the record using the Save button.
7. Given that IMAM has been installed and basic system data has been set up, create or change a new or existing request for quotations so that the request for quotation has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Request for Quotations application from an administrator-type login.
2. Create a new request for quotation.
1. Use the provided request number or enter a new number according to customer standards and enter the accompanying optional description.
2. Add attachments as appropriate to the requisition.
3. Select the requestor using the search dialog.
4. Select the buyer using the search dialog.
5. Set a priority for the request for quotation using the Priority box.
6. Set a type for the request using the Type box (new project, renewal, etc.).
7. Set a required date using the date selection dialog.
8. Set a reply date using the date selection dialog.
9. Set a printed date using the date selection dialog.
10. Set a close date using the date selection dialog.
11. Set freight terms by entering a description in the Freight Terms box.
12. Select the ship method by using the search dialog for Ship Via.
13. Set payment terms by entering a description in the Payment Terms box.
14. Record the FOB (freight on board) point for the shipping (usually destination or shipping).
15. Choose a ship to location using the search dialog.
16. Enter an attention description.
17. Choose a reply to location using the search dialog.
18. Enter an attention description.
3. Click the Save button.
4. Change the status of the request for quotation using the Select Action menu.

8. Given that IMAM has been installed and basic system data has been set up, create or change a new or existing purchase order so that the purchase order has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Purchase Order application from an administrator-type login.
2. Create a new purchase order by entering new purchase order data.
3. Use the provided purchase order number or enter a new number according to customer standards and enter the accompanying optional description.
1. Select the purchase order type using the search dialog.
2. Select the buyer company using the search dialog.
3. Select the buyer using the search dialog.
4. Indicate a priority using the priority dialog box.
5. Select the contract reference using the select value dialog.
6. Use the default or set an ordered date using the date selection dialog.
7. Set a required date using the date selection dialog.
8. Set a follow-up date using the date selection dialog.
9. Set a vendor date using the date selection dialog.
10. Set a currency set using the search dialog.
11. Select a company using the select value dialog.
12. Indicate if the purchase order is internal with the Internal check box.
13. Set freight terms by entering a description in the Freight Terms box.
14. Set payment terms by entering a description in the Payment Terms box.
15. Select the shipment method by using the ship via search dialog.
16. Record the FOB (free on board) point for the shipping (usually destination or shipping).
17. Choose the customer contact from the customer contact search dialog.
18. Record the customer number in the Customer # dialog box.
19. Indicate if payment of tax to the vendor should occur using the check box.
20. Indicate if payment on receipt should occur using the check box.

-A new PR line can also be manually added using the New Row button.
-Use the provided line number or enter a new number according to customer standards and enter the accompanying optional description.
-Enter the item type using the search dialog.
-Enter item detail using the select value dialog and the accompanying optional description.
-Enter a condition code using the search dialog.
-Record any applicable remarks using the dialog box.
-Select a manufacturer using the select value dialog.
-Enter a model number using the Model box.
-Enter a catalog number using the Catalog # box.
-Enter a commodity group using the search dialog.
-Enter a commodity code using the search dialog.
-Indicate whether inspection is required using the check box.
-Indicate whether to issue on receipt using the check box.
-Indicate whether to copy to RFQ using the check box.
-Indicate whether to copy to contract using the check box.
-Enter a quantity using the Quantity box.
-Select an order unit using the search dialog.
-Enter a conversion unit to indicate the relationship between the order item and issue item quantities.
-Enter a unit cost in the Unit Cost box.
-Enter a line cost in the Line Cost box.
-Select a storeroom location using the select value dialog.
-Select a work order using the select value dialog.
-Select a location using the select value dialog.
-Select a related asset using the select value dialog.
-Select a GL Debit Account using the search dialog.
-Use the defaulted entered by value or edit as appropriate.
-Use the defaulted entered date or change the value via the date dialog box
-Use the defaulted requested by value or edit as appropriate.
-Enter a required date using the date dialog.
-Enter a vendor date using the date dialog.
-Default table data can be provided for use by all PR lines.
-A default work order can be selected with the select value dialog.
-A default location can be selected with the select value dialog.
-A default asset can be selected with the select value dialog.
-A default storeroom can be selected with the select value dialog.
-A default requested by value can be selected with the search dialog.
-A default GL account value can be selected with the search dialog.
-Ship to/Bill to information can be provided on the Ship to/Bill to tab.
-Choose a ship to location using the search dialog.
-Enter an attention description.
-Choose a reply to location using the search dialog.
-Enter an attention description.
-Terms and conditions can be provided on the Terms and Conditions tab.
-A new term or condition is created by clicking the New Row button.
-Use the provided sequence number or enter a new number according to customer standards.
-Select a term using the search dialog.
-Record a description using the dialog box.
-Indicate if the term or condition should be sent to the vendor with the check box.
-Save the record using the Save button.
9. Given that IMAM has been installed and basic system data has been set up and purchase orders have been created or modified according to customer data, set up receipts to meet the customer's requirements so that the receipt has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Receiving application from an administrator-type login.
2. From the list tab, select the purchase order with which the items being received are associated.
3. From the Select Action menu, select the receive Rotating Items action to create asset records for purchased or leased assets.
4. From the Material Receipts tab, enter material receipts items.
1. Click the Select Items For Return button to choose items previously entered to be returned.
2. Click the Select Ordered Items button to choose ordered items to be included in the material receipts
5. From the Services Receipts tab, enter service receipts for ordered services by clicking the Select Ordered Services button.
6. Click the Save button.

10. Given that IMAM has been installed and basic system data has been set up, create or change new or existing invoices so that the invoice has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Invoices application from an administrator-type login.
2. Create a new invoice by entering new invoice data so that the invoice has been created according to customer data.
1. Use the provided invoice number or enter a new number according to customer standards and enter the accompanying optional description.
2. Enter a vendor invoice reference using the dialog box.
3. Use the provided default entered by notation or enter a new notation in the dialog box.
4. Select the related purchase order using the PO value select dialog.
5. Select the related contract reference using the Contract Reference value select dialog.
6. Select a payment schedule using the search dialog.
7. Use the default entered date or enter a new date using the date dialog.
8. Set an invoice date using the date dialog.
9. Set a due date using the date dialog.
10. Set a paid date using the date dialog.
11. Select a company for remit to information using the select value dialog.
12. Select a contact for the remit to information using the search dialog.
13. Record payment terms using the dialog box.
14. Set a check code using the search dialog.
15. Record a check number using the dialog box.
16. Record the bank using the dialog box.
17. Record a bank reference number using the dialog box.
18. Indicate if the tax should be paid to the vendor using the check box.
19. Record the pretax total in the dialog box.
20. Record the total tax in the dialog box.
21. Record the invoice total in the dialog box.
22. Set the currency set using the search dialog.
3. The Invoice Lines tab can be used to copy lines from the purchase order using the Copy PO Lines button.
4. The Invoice Lines tab can be used to distribute costs using the Distribute Costs button.
1. Terms and conditions can be provided on the Terms and Conditions tab.

-A new term or condition is created by clicking the New Row button.
-Use the provided sequence number or enter a new number according to customer standards.
-Select a term using the search dialog.Save the record using the Save button.
5.

11. Given that Maximo has been installed and basic system data has been set up, set up the workflow for approvals for purchase orders so that the workflow for approval has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Workflow Designer application from an administrator-type login.
2. Choose the Purchase Order Status Cycle workflow from the list.
3. Modify the Purchase Order Status Cycle workflow to meet customer requirements for the process.
4. Validate the process using the Select Action button.
5. Enable the process using the Select Action button.
6. Activate the process using the Select Action button.
7. Save the record using the Save button.

12. Given that IMAM has been installed and basic system data has been set up, set up the approval limits and tolerances for the security groups so that the set of limits and tolerances has been created or modified according to customer data.


With emphasis on performing the following tasks:
1. Start the Security Groups application from an administrator-type login.
2. Select a security group from the List tab or create a new security group.
3. Change to the Limits and Tolerances tab to set the limits and tolerances for the selected security group.
1. Select the organization that can be managed via the select value dialog.
2. Set a purchase requisition limit (PR limit) in the dialog box.
3. Set a purchase orders (PO limit) in the dialog box.
4. Set a material receipts (MR limit) in the dialog box.
5. Set an invoice limit (invoice limit) in the dialog box.
6. Set a contract limit (contract limit) in the dialog box.
7. Manage invoice tolerances under the invoice tolerance column.

-Set an upper invoice amount in the dialog box.
-Set a lower invoice amount in the dialog box.
-Set an upper invoice percent in the dialog box.
8. -Set a lower invoice percent in the dialog box.Manage tax tolerances under the tax tolerance column.

-Set an upper tax amount in the dialog box.
-Set a lower tax amount in the dialog box.
-Set an upper tax percent in the dialog box.
9. -Set a lower tax percent in the dialog box.Manage service tolerances under the service tolerance column.

-Set an upper service amount in the dialog box.
-Set a lower service amount in the dialog box.
-Set an upper service percent in the dialog box.
10. -Set a lower service percent in the dialog box.Save the record using the Save button.


Section 6 - Resources

1. Given various skill levels, labor rate contracts, companies and premium pay codes, assign these so the craft record is created.


With emphasis on performing the following tasks:
1. Access the Craft application from the Administration module and Resources sub-module.
2. Create a new craft record.
1. Select New Craft button.
2. Enter a craft ID and a description.
3. Enter a Standard Rate.
4. Select the Save button.
3. Assign a skill level.
1. Select the New Row button in the Skill Levels table window.
2. Select a skill from the Skill field lookup.
3. Enter a skill description (if applicable).
4. Enter a Skill Level Rank.
5. Enter a Standard Rate.
6. Select the Save button.
7. Repeat steps A to F as applicable.
4. Assign Outside Rates.
1. Select the New Row button in the Outside Rates table window.
2. Select a skill from the Skill field lookup.
3. Select a vendor from the Vendor field lookup.
4. Select a contract from the Contract field lookup (optional).
5. Enter a standard rate (if applicable).
5. Assign a premium pay.
1. Select the New Row button.
2. Select Premium Pay Code.
3. Alter the Rate (optional).
4. Change the Rate Type (optional).
5. Enable the Inherit Rate from Craft check box (if applicable).
6. Create a new premium pay code.
1. Select Manage Premium Pay Code from the Action menu.
2. Select the New Row button.
3. Enter a Premium Pay Code and a description.
4. Enter a Default Rate.
5. Select a Default Pay Rate.
6. Enable Apply to New Crafts check box (if applicable).
7. Repeat steps A to F as required.
7. Select the Save button.

2. Given an organization, define and assign shift(s) and also non-working time(s), create a calendar so that a calendar has been created with at least one shift applied.


With emphasis on performing the following tasks:
1. Access the Calendars application from the Administration module.
2. Create a new calendar record.
1. Enter a Calendar ID and a description.
2. Enter a Start Date.
3. Enter a Finish Date.
4. Select the Save icon.
3. Define/Apply Shifts.
1. Select Define/Apply Shifts from the Action menu.
2. Select the New Row button.
3. Enter a Shift name.
4. Enter a shift description.
5. Select the Start Day.
6. Define the number of Days in Pattern.
7. Select the Define Pattern button.
8. Enter a Start Time and an End Time.
9. Alter the Work Hours if applicable.
10. Select the OK button.
11. Enable the check box against the Shift to be applied.
12. Select the Apply Shift(s) button.
13. Select the OK button, twice.
14. Repeat steps A to M for additional shifts.
15. Select the Save button.
4. Define/Apply Non-Working Time.
1. Select Define/Apply Non-Working Time from the Action menu.
2. Select the New Row button.
3. Enter a description.
4. Select the Start Date.
5. Select the End Date.
6. Select the Type of non-working time.
7. Enable the check box against the Non-Working Time to be applied.
8. Select the Apply button.
9. Repeat steps A to H for additional Non-Working Time.
10. Select the OK button.
11. Select the Save button.
5. Alter existing work periods.
1. Select the Work Periods tab.
2. Enable the filter on the Work Periods table window.
3. Query for the date(s) as applicable.
4. Alter the Start Time, End Time, or/and Work Hours as applicable on the date(s).
5. Enter a Notes.
6. Select the Save button.

3. Given a qualification type, associate crafts or tools to create an active qualification so that an active qualification has been created.


With emphasis on performing the following tasks:
1. Access the Qualification application from the Administration module and Resources sub-module.
2. Create a new qualification record.
1. Select the New Qualification button in the Qualification tab.
2. Enter a Qualification code and a description.
3. Select a Qualification Type.
4. Select the save record.
3. Determine the Certificate Information.
1. Enable the Certificate Required (if applicable).
2. Enter the Evaluation Method (optional).
3. Enter the Issuing Authority (optional).
4. Enter the Duration of the certification (optional).

5. -Select the Duration Period.Enter the Required Use Length (optional).

-Select the Required Use Period.Determine the Required Craft and Skill Levels.
4.
1. Select the New Row button in the Required Craft and Skill Levels table window.
2. Select the craft (required) and skill level (optional).
3. Repeat steps A to B as required.
4. Select the Save button.
5. Determine the "Tools That Require This Qualification".
1. Select the New Row button in the "Tools That Require This Qualification".
2. Select the Tool in the Tool field lookup.
3. Repeat steps A to B as required.
4. Select the Save button.


Section 7 - Work Management

1. Given that IBM Maximo Asset Management V7.1 (IMAM) has been installed and the basic system data has been set up, set up a safety plan with hazards, precautions to those hazards and tag out, and lock out procedures.


With emphasis on performing the following tasks:

To create a safety plan:
1. On the toolbar, click New Safety Plan and enter a value in the Safety Plan field.
2. Enter a description in the Description field.
3. If creating this safety plan for specific assets or locations, or if there are assets or locations that require a safety plan, then do the following steps. If these are not done, then the safety plan is generic and can be used for any asset or location.
4. Click New Row. The row details appear. In the Asset or Location field, enter a value or click the Detail menu and select an option.

5. Note: An asset or a location can be specified, but not both. To include safety hazards in the safety plan, add the hazards directly or add the hazards via the Select Action menu.
6. To add a hazard with a precaution:
1. On the Hazards and Precautions tab, click New Row. The row details appear. Select the hazard and the related asset or location.
2. To add a hazard for hazardous materials, on the Hazardous Materials tab, click New Row. The row details appear. Select the hazard for the hazardous material and the related asset or location.
7. To add a hazard with a tag out procedure:
1. On the Tag Outs tab, in the Hazards table window, click New Row. The row details appear. Select the hazard and the related asset.
2. Click Save Safety Plan.
3. Use the Hazardous Materials tab to associate hazardous material information with the selected safety plan.
4. Use the Tag Outs tab to associate tag out procedures with the selected safety plan.
5. Click Save Safety Plan.

2. Given that IMAM has been installed and the basic system data has been set up, apply a safety plan to a Job Plan, Asset and Work Order.


With emphasis on performing the following tasks:

To associate a safety plan with a work asset:
1. In the Job Plans application, display the record for which to associate a safety plan with a work asset. Click the Work Assets tab.
2. Select the row containing the work asset.
3. In the Safety Plan field, enter a value or click Detail menu to select an option and retrieve a value. If this should not be the default safety plan for this work asset, clear the Default Safety Plan check box. Only one safety plan can be the default for a work asset.
4. Click Save Job Plan

5. To select a safety plan:
1. Display the work order for which to select a safety plan.
2. On the Work Order tab, in the Safety Plan field, click Detail menu and choose Select Value to open the Select a Safety Plan dialog box.

3. @Perform one of the following actions:To view all safety plans in the database, select Show All Safety Plans.
4. To view safety plans associated with the asset and/or location on the work order, select Show Safety Plans for the Current Work Order.
6. To view safety plans that are associated with the job plan on the work order:
1. Select Show Safety Plans for the Job Plan of the Current Work Order. Click Refresh.
2. Click the row to select the safety plan you want, close the dialog box, and return to the record.
3. Click Save Work Order

3. Given that IMAM has been installed and the basic system data has been set up, define and set up failure codes so that the failure class is created with all the related problems, causes, and resolutions.


With emphasis on performing the following tasks:
1. Open the Failure Code application.
2. Click the New Failure Code Class button.
3. Enter the new failure code class and description
4. Enter the Problem, by clicking on the New Row button, entering the data and saving
5. Enter the Cause by clicking the New Row button and entering the data, be sure that it is related to the correct Problem
6. Enter the Remedies by clicking the New Row button and entering the data, be sure that it is related to the correct Problem.
7. Save the record.
8. Repeat for all additional Causes and Remedies for the respective Problem,

4. Given that IMAM has been installed and the basic system data has been set up, define new work order actions that allow repeated use of work plans, modification of related Asset records and work order responsibilities so that the functionality in work orders that allows related assets to be updated has been explained.


With emphasis on performing the following tasks:
1. Create Job Plan from Work Plan. This allows a work plan that has been built in the Work Order to be used as a template for future work orders, by saving it as a job plan.
2. Move/ Modify/ Swap. This allows all assets that are associated to a work order to be moved to another site and location or location as part of the operation of a work order. It also allows all those assets to be associated with one or more custodians / users as part of the work order operation. The same also applies to all associated assets to have their specifications modified as part of the work order operation. Location specifications can also be modified.
3. Select Owner / Take Ownership. An owner or Owner Group can be selected as the owner for the work order record.

5. Given that IMAM has been installed, the basic system data has been set up, and assets have been set up, detail how to add tasks to work order so that the result is a work plan available for approval before any work is started.


With emphasis on performing the following tasks:
1. Open the Work Order application.
2. Enter the following data
1. Description
2. Asset
3. Work Type
3. Save the data. Do NOT change the work order status.
4. Go to the Plans tab. This data cannot be entered if the work order status is APPR.
5. Under the Tasks for Work order section click the New Row button.
6. The Task number should have automatically have been generated. Enter a Description, Sequence number, and any of the other fields that data is available for.
7. In the lower section enter any labor, materials, tools, or services that are related to this task. Save the record.
8. Repeat the above process for any subsequent tasks.

6. Given that IMAM has been installed and the basic system data has been set up, define how flow control determines task status so that flow control can be used to change the status of tasks on a work order.


With emphasis on performing the following tasks:
1. Used in building Job Plans and Work Orders, Flow Control is a set of business rules built into the Work Management applications that allow status changes to be processed automatically in a work hierarchy - from parents to children, between siblings, and from children to parents. The primary objective of flow control is to detect the appropriate time to start a record so that the combination of its status and ownership place it in the right person's work view. A significant feature of flow control is the ability to run a task-specific action (group) along with the status change that starts it. Actions can change statuses, set data values, run custom Java classes, and process certain �application actions' such as a workflow initiation.
1. Flow control and statuses are dependent on the work types.
2. Flow control is designed for automating sequential tasks on a work order by setting the next task to the status of INPROG when the preceding task has been set to status COMP.
3. Flow Control is typically used in building a Job Plan.
4. Flow control only works when the Under Flow Control box is checked, the suspend flow control is unchecked, and the flow action is defined. This is the event / action that triggers the flow control process.
2. Open Plans > Job Plans Application and Insert a Job Plan with description
3. Flow control Checked (make sure Flow control on Job Plan is checked)
4. Create the following:

Task 5: SEQUENCE = 1 Duration 2
No predecessor
Flow control
Task 10 SEQUENCE = 2 Duration 4
Predecessor = Task 5
Flow control
Task 15 SEQUENCE = 2 Duration 6
Predecessor = Task 10
Flow control
Task 20 SEQUENCE = 3 Duration 6
Predecessor = Task 15
5. Flow control SAVE
6. Go to Organization, select an Organization, Select Work Type from Action menu.
7. Enter a Work Type then enter:

Work Order Class
Work Type
Type=
Process Flow Start status In progress
8. Process Flow Finish status CompleteClick OK

7. Given that IMAM has been installed, the basic system data has been set up, and assets have been set up, define how Crafts or Labor are assigned to the Work Order so that a work plan with labor or crafts identified for performing the work, with durations and appropriate skill levels have been created.


With emphasis on performing the following tasks:
1. Open the Work Order application.
2. Enter the following data.
1. Description
2. Asset
3. Work Type
3. Save the data. Do NOT change the work order status.
4. Go to the Plans tab. This data cannot be entered if the work order status is APPR.
5. Under the Tasks for Work order section click the New Row button.
6. The Task number should have automatically been generated. Enter a Description, Sequence number, and any of the other fields that data is available for.
7. In the lower section enter any labor, or a craft to perform the task.
8. Click the Select Craft button to add a generic craft, as opposed to a specific person. This is currently a plan, and therefore crafts are better suited
9. Select a Craft and ensure the skill level meets the minimum required. Add the time required to perform the task and any other additional details as necessary, ensuring the appropriate craft is tied to the relevant task.
10. Repeat the above process for any subsequent labor requirements.
11. Save the record.
12. If the labor person performing the task is known, click New Row, and enter the laborid for the task, duration and save the record.

8. Given that IMAM has been installed, the basic system data has been set up, assets and work orders have been created, detail how actual labor is reported so that all parties may enter their own labor time to the appropriate work orders without having to access the Work Order.

.
With emphasis on performing the following tasks:
1. Open the Labor Reporting application and click the New Row button.
2. Enter the following data
1. Labor ID
2. Craft
3. Start time / hours
4. Rate
5. Work order
3. Save the data. Do NOT change the work order status.
4. To find all the hours submitted by one person, use the search functionality entering the laborid. Save the record.
5. To enter time by work order use the button on the toolbar and select a work order.
6. To enter time by contract, vendor or ticket, select the appropriate button on the toolbar or from Select Action and enter the data into the appropriate fields. Save the record. The Task number should have automatically been generated. Enter a Description, Sequence number, and any other available data.

9. Given that IMAM has been installed, and the basic system data has been set up, define the various applications that may be used to report actual costs incurred against work orders.
With emphasis on performing the following tasks:
1. Labor can be reported using the Work Order application, Labor Reporting application and quick reporting applications.
2. Materials can be reported using the work order, and quick reporting applications. Issuing materials from a storeroom to a work order can also successfully log materials used. If the material is a direct receipt material, when receiving against the purchase order and the work order, the materials will be recorded.
3. Tool use can be reported using the work order, and quick reporting functionality. In addition to this, as the tools are checked out from a tool room and returned to a tool room, and time is recorded against a work order, the appropriate costs can also be associated with the work order. If a purchase order for tool rental has been created, upon completion, this cost can also be reported.
4. Services may also be recorded against a work order through the receipt of a purchase order for services.

10. Given that IMAM has been installed, the basic system data has been set up, assets and work order have been created, detail how downtime is reported so that the asset Asset Up is now unchecked, and downtime will be reported.


With emphasis on performing the following tasks:
1. Open the Asset application and select an asset using the search functionality.
2. Check that the Asset Up check box is checked.
3. From the Select Action menu, select the Report Downtime option and enter the following data
1. Change status
2. Status time
3. Downtime code
4. Downtime type OR
4. Select Report downtime and enter
1. Report Downtime
2. Start and End Dates
3. Hours
4. Downtime Code
5. Downtime type.
5. Save the record. .
6. Return to the same asset record. Check the status of the Asset Up field. This should now be unchecked.


Section 8 - Service Requests

1. Given that the IBM Maximo Asset Management V7.1 (IMAM) has been installed and system has been set up, set up Person group using the Person Groups application so that the Person group has been created as per customer's requirements.
1. Start the Person Groups application from the Administration menu.
2. Fill-in data:
1. Specify a name for the Person group
2. Assign one or more person
3. Select group default, first person assigned will be automatically selected as group default.
4. Select Use for Site or Use for Organization.
5. Enable Site Default or Organization Default.
6. Specify sequence, used for prioritizing.
3. Click the Save button.

2. Given that the IMAM has been installed and system has been set up, create a Service Request as per customer's requirements so that a service request has been created.


With emphasis on performing the following tasks:
1. Start the Service Request application.

Fill-in data:
1. Select reported person.
2. Select Affected person.
3. Specify Summary and description.
4. Select classification.
5. From the Select Action menu, choose Select Owner to assign owner or owner group. On assigning owner/owner group, the ticket status is automatically changed to Queued.
2. Click the Save button.


Section 9 - Other Configuration Options

1. Given that a supported Directory Sever has been installed and configured and the Application Server has been configured for global security, define and configure the files to enable global security in Maximo so that Maximo is configured to use global security.


With emphasis on performing the following tasks:
1. Define Maximo files required to configure to use global security:
1. ibmSMPmaximoapplicationsmaximopropertiesmaximo.properties
2. ibmSMPmaximoapplicationsmaximomaximouiwebwebmoduleWEB-INFweb.xml
3. ibmSMPmaximoapplicationsmaximombowebwebmoduleWEB-INFweb.xml
2. Configure Maximo files to use global security.
1. Add the following property in the maximo.properties file:

-mxe.useAppServerSecurity
-Set the value of the property to 1
2. -Save the fileUncomment the following lines in the ibmSMPmaximoapplicationsmaximomaximouiwebwebmoduleWEB-INFweb.xml file:


BASIC
Maximo Web Application Realm
3. Set the useAppServerSecurity setting to 1 in the same file
4. Uncomment the following lines in the in the same file



Maximo UI pages
pages accessible by authorised users
/ui/*
GET
POST


Maximo UI utility pages
pages accessible by authorised users
/webclient/utility/*
GET
POST


Roles that have access to Maximo UI
maximouser


data transmission gaurantee
NONE

5. Save the file.
6. Uncomment the following lines in the ibmSMPmaximoapplicationsmaximombowebwebmoduleWEB-INFweb.xml file:



Maximo Report Tool
pages accessible by authorised users
/reporttool/*
GET
POST


Roles that have access to Maximo Report Tool
maximouser


data transmission gaurantee
NONE

7. Set the useAppServerSecurity setting to 1 in the same file.
8. Save the file.
9. Build the Maximo EAR file.

-Open a command prompt.
-Change to ibmSMPmaximodeployment folder.
-Type buildmaximoear.
10. -Click Enter.Deploy the Maximo.ear file in the appropriate Application Server.
3. Set up Synchronization cron task.
1. Log into Maximo as an Administrative User
2. Go To the Cron Task Setup application.
3. Complete one of the following steps:

-If WebLogic, set the LDAPSYNC cron task to Active.
4. -If WebSphere, set the VMMSYNC cron task to Active.Set a schedule
5. Define the following parameters for the LDAPSYNC cron task and the VMMSYNC cron task


LDAPSYNC Parameter Description
Credential LDAP credentials
GroupMapping The GROUP XML that the LDAP task uses
Host LDAP connection host
Port LDAP connection port
Principal LDAP principal
SSLEnabled LDAP connection SSL enabled
SynchAdapter LDAP synchronization adapter
SynchClass LDAP synchronization Class
SynchParameter Parameter name, value pairs delimited by comma
UserMapping The USER XML that the LDAP task uses

VMMSYNC Parameter Description
Credential VMM admin credentials
GroupMapping The GROUP XML that the VMM task uses
GroupSearchAttribute VMM search attribute to query group records
Principal VMM admin principal
SynchAdapter VMM synchronization adapter
SynchClass VMM synchronization Class
UserMapping The USER XML that the VMM task uses
UserSearchAttribute VMM search attribute to query user records

2. Given that Maximo has been installed and the basic system data has been set up, set up roles based upon the customer's requirements so that roles are set up.


With emphasis on performing the following tasks:
1. Go To Roles application.
2. Click the New Role button.
3. Enter the following data:
1. The role name and description
2. Type
3. Object
4. Value
5. If Broadcast, select
4. Click the Save Role button.
5. Repeat above steps until all required Roles have been created.

3. Given that Maximo has been installed and the basic system data has been set up, set up actions based upon the customer's requirements so that actions are set up.


With emphasis on performing the following tasks:
1. Go To Actions application. .
2. Click the New Action button.
3. Enter the following data:
1. The action name and description
2. Value
3. Object
4. Type
5. Accessible From
4. Click the Save Action button.
5. Repeat above steps until all required Actions have been created.

4. Given that Maximo has been installed and the basic system data has been set up, enable eAudit based upon the customer's requirements so that eAudit is enabled.


With emphasis on performing the following tasks:
1. Go To Database Configuration application.
2. Select the object you want eAudit enabled.
3. On the Audit table window, select the Audit Enabled check box.
4. On the Attributes tab, expand the View Details for the attribute you are enabling eAudit for.
5. In the Advanced table window select the Audit Enabled check box.
6. Repeat steps 9.4.4-9.4.5 for each Attribute you want to enable eAudit for that object.
7. Click the Save Action button.
8. Repeat above steps until all required attributes have eAudit enabled.
9. Configure the database.

5. Given that Maximo has been installed and the basic system data has been set up, enable eSignature based upon the customer's requirements so that eSignature is enabled.


With emphasis on performing the following tasks:
1. Go To Database Configuration application.
2. Select the object you want eSignature enabled.
3. On the Attributes tab, expand the View Details for the attribute you are enabling eSignature for.
4. In the Advanced table window select the E-signature Enabled check box.
5. Repeat steps 9.5.3-9.5.4 for each Attribute you want to enable eAudit for that object.
6. Click the Save Action button.
7. From the Select Action menu, select Manage eSig Actions.
8. Select the application using the eSignature enabled object and the E-signature Enabled check box for the Save action.
9. Repeat above steps until all required attributes have eSignature enabled.
10. Configure the database.

6. Given that Maximo has been installed and the basic system data has been set up, define logging and severity controls based upon the issue troubleshooting so that logging and severity controls are defined to investigate issue.


With emphasis on performing the following tasks:
1. Go To Logging application.
2. Expand the View Details for the Root Logger you are setting.
3. Change Log Level.
4. Add Loggers as needed.
5. Change Log Level on the Loggers you are setting.
6. Click Active check box.
7. Click the Save Action button.
8. Repeat above steps until all logging settings defined.
9. From the Select Action menu, select Apply Settings.

7. Given that Maximo has been installed and the basic system data has been set up, tune the system based upon the issue troubleshooting so that the system performs well.


With emphasis on performing the following tasks:
1. Generate thread dumps and analyze when issue happens.
2. Log verbose gc information and analyze.
3. Review the maximo.log for fetchResultLogLimit, logSQLTimeLimit, and mbocount properties output.
4. Review network latency and bandwidth.
5. Review OS resources when issue happens.
6. Review database performance when issue happens.
7. Tune areas based on analysis.
8. Run 'real-world' load tests.
9. Repeat above steps until Maximo performs well.

8. Given that Maximo has been installed and the basic system data has been set up, define system properties based upon the installation and configuration so that system properties are defined.


With emphasis on performing the following tasks:
1. Go To System Properties application.
2. Determine the property that needs to be changed and expand the View Details for that Property Name.
3. Define Global Value.
4. Click the Save Action button.
5. Repeat above steps until all system properties defined.
6. From the Select Action menu, select Live Refresh.
7. Click OK.

9. Given that Maximo has been installed and the basic system data has been set up, define the activities that will require all users to be off the system or the server to be brought down so that the users are off and the system brought down when activity is performed


With emphasis on performing the following tasks:
1. Deploy of EAR file(s).
2. Offline database backup.
3. Database Configuration.
4. Patch, Hot Fix, Fix Pa, etc. installation.

10. Given that Maximo has been installed and the basic system data has been set up, turn Admin Mode off and on so that Admin Mode is turned off and on appropriately.


With emphasis on performing the following tasks:
1. Go To Database Configuration application.
2. Turn Admin Mode on:
1. From the Select Action menu, select Manage Admin Mode.
2. Change any Admin Mode property values and click update, if applicable.
3. Click Turn Admin Mode ON.
4. Click OK.
5. Click OK.
6. From the Select Action menu, click Apply Configuration Changes.
3. To turn Admin Mode off:
1. From the Select Action menu, select Manage Admin Mode.
2. Click Turn Admin Mode OFF.
3. Click OK.

11. Given that Maximo has been installed, system data has been set up and that the System Administrator's Guide has been read, explain the purpose of the Maximo log files so that the purpose of the log files are explained


With emphasis on performing the following tasks:
1. Maximo.log
1. Used to log Maximo output based on settings in the Logging application/logging.properties and System Properties application/maximo.properties. This log is often helpful in the diagnosis of errors
2. If WebSphere:
1. systemout.log

2. -Used to log connections, exceptions, and other failures experienced by the WebSphere Application Server in its day-to-day running. This log is often helpful in the diagnosis of issuessystemerr.log

3. -Used to log connections, exceptions, and other failures experienced by the WebSphere Application Server in its day-to-day running. This log is often helpful in the diagnosis of issuesnative_stdout

-Used to log verbose gc information. This log is often helpful in the diagnosis of memory/garbage collection issuesIf WebLogic:
3.
1. .log (i.e. maximoserver.log)

-Used to log connections, exceptions, and other failures experienced by the WebSphere Application Server in its day-to-day running. This log is often helpful in the diagnosis of issues
12. Given that Maximo is installed and running, configure the appropriate attached document settings so that Maximo is configured to use Attached Documents.


With emphasis on performing the following tasks:
1. Add Document Folders.
1. Log into Maximo as a System Administrator.
2. Open an application that has the Attached Documents action. If an application has the Attached Document action, it has the Attachments Library/Folders action in the Select Action menu
3. Click Add a New Document Folder.
4. Complete the fields:

Field Description
Document Folder Provide information about the document folder that you want to add.
Document Folder Description Describe the folder
Default File Path Type the full path name where the files are stored. This path can be a mapped drive on a separate file server.
5. Click OK.
2. Associate Document Folder with Applications.
1. Log into Maximo as a System Administrator.
2. Open an application that has the Attached Documents action. If an application has the Attached Document action, it has the Attachments Library/Folders action in the Select Action menu.
3. From the Select Action menu, select Attachment Library/Folders > Associate Folders.
4. Click New Row.
5. In the Document Folder field, specify a value. The Document Folder Description field and the Application field contain default values, which you can change.
6. Click OK to save changes.
3. Configure Attached Documents.
1. Create a doclinks directory on the server where the documents will be stored.
2. Share the drive.
3. Create default subdirectory under the doclinks directory.
4. If WebLogic:

-Create WEB-INF subdirectory under the doclinks directory.
-Copy the web.xml from the deployment folder into the directory just created.Configure the Application Server for Attached Documents.
4.
1. If WebLogic:

-Stop the application server.
-Back up the config.xml file in the domain in which you want to configure the Web application.
-Start the application server.
-Use Internet Explorer to login to the Administration Console by specifying the following URL: http://:/console
where is the name of the machine and is the port number of the Application Server.
-In the left pane, under the Deployments node, click Web Application Modules. The right frame refreshes.
-Delete the existing Web application named doclinks if one already exists on your system.
-In the right pane, click Deploy a new Web Application module. The right pane refreshes.
-Navigate to the location of the doclinks directory.
-Click the radio button to select the doclinks directory, and then click Target Module at the bottom of the screen.
-If more than one server, you must select the server on which you want to deploy your new Web Application module and then click Continue.
-Review choices. The name must be the root directory name where the documents are stored. The name is case sensitive.
2. -Click Deploy. The Web application you created appears in the Web application tree in the left pane.If WebSphere:

-Navigate to the location of the httpd.conf file for the IBM HTTP server.
-Back up the httpd.conf file.
-Open the httpd.conf file in a text editor.
-Find the section that begins with the following line
3. (KEEP THE # signs) This should be changed to whatever you set
4. DocumentRoot to.

-Edit this Directory line to specify the doclinks directory you created
5. -Find the section that begins with the following lines DocumentRoot: The directory out of which you will
6. serve your documents. By default, all requests are
7. taken from this directory, but symbolic links and
8. aliases may be used to point to other locations.

-Edit this DocumentRoot line to specify the doclinks directory you created
-Save and close the file
-Because you edited the httpd.conf file, you must restart the HTTP server.Edit the Paths in Maximo.
5.
1. Log in to Maximo.
2. Go To - System Configuration - Platform Configuration - System Properties
3. If WebSphere, Configure 2 properties as follows:

mxe.doclink.doctypes.defpath /
Global Value: Path to folder (i.e. c:doclinksdefault)
Mxe.doclink.path01 /
4. Global Value: Cdoclinks=http:///If WebLogic, Configure 2 properties as follows:

mxe.doclink.doctypes.defpath /
Global Value: Path to folder (i.e. c:doclinksdefault)
Mxe.doclink.path01 /
5. Global Value: Cdoclinks=http://:/doclinksOptional: Change the value of the following property:

Mxe.doclink.maxfilesize /
Global Value:
 


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