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Exam: 000-027

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Vendor IBM
Certification IBM Certifications
Exam Code 000-027
Exam Title IBM Maximo Asset Management V6.2 Implementation
No. of Questions 137
Last Updated 08/09/2014
Product Type Q & A with Explanation
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Exams Description

000-027
IBM Maximo Asset Management V6.2 Implementation

Related certifications:
* IBM Certified Deployment Professional - Maximo Asset Management V6.2

This training will cover
Section 1: System Administration and Configuration

1. Given that IBM Maximo Asset Management V6.2 (IMAM) has been installed and configured, create and assign GL Accounts according to customer requirements, so that GL Accounts have been defined and the Chart of Accounts, Currency Codes, and Currency Exchange Rates have been created.


With emphasis on performing the following tasks:
1. Create GL Account Component(s).
1. Log in to IMAM.
2. Go to Configuration ->Database Configuration.
3. From the Select Action menu, select GL Account Configuration to display the GL Account Configuration dialog box.
4. Click New Row.
5. In the Component field, enter a name for the component.
6. Enter the maximum number of characters for the component in the Length field.
7. Enter the type of component in the Type field or click Select Value and choose one.
8. (Optional) To indicate that the component is required, select the Required? field. Within an account code, a component may be required or optional, but optional components must come at the end of the sequence. For example, you cannot have the second component optional and the third component required. If you do, you will receive an error message when you save.
9. (Optional) Specify whether to use a screen delimiter to separate it from the next component in the sequence. A screen delimiter can be any keyboard character. You may use delimiters between some components and not others, and you may use different delimiters between different components.
10. Enter a value in the GL Order field to indicate its position in the GL Account.
11. Click OK when you have finished entering components.
2. Authorize GL Component Access.
1. Log in to IMAM.
2. Go to Security->Security Groups.
3. Select GL Components tab.
4. The table window lists all the components in your company's GL account code.
5. If you select the All GL Component Types option, you cannot select individual components in the table window.
3. Define GL Account Component Values.
1. Log in to IMAM.
2. Go to Financials->Chart of Accounts.
3. From the Organizations table window in the Chart of Accounts application, select the organization for which you want to create a new GL component value.
4. From the Select Actions menu, select GL Component Maintenance to open the GL Component Maintenance dialog box.
5. The Components table window lists the names of the components in the selected organization.
6. In the Components table window, select the component for which you want to create values.
7. The GL Component Values table window displays the existing values for the selected component.
8. In the GL Components table window, click New Row. The Row Details open.
9. In the GL Component Value field, enter the value for the component.
10. In the Description field, enter a name or description for the component value.
11. The Active? check box is selected by default. Users will be able to select this value when they use the Select GL Account dialog box.
12. To make the component value inactive, clear the Active? check box. The value will not appear in the Select GL Account dialog box.
13. Click Close Details.
14. Repeats steps 3 through 8 to create additional component values as needed.
15. Click OK to close the dialog box.
4. Create a Chart of Accounts.
1. Log in to IMAM.
2. Go to Financial->Chart of Accounts.
3. In the Organizations table window, select the organization for which you want to create a new GL account code. The GL Accounts table window displays the GL accounts associated with the organization.
4. In the GL Accounts table window, click New Row. The Row Details open.
5. In the GL Account field, click Select Value to open the Select GL Account dialog box.
6. The GL Account Code field displays placeholder characters in all components, for example all the components may be filled with question marks. The value in the Segment field matches the highlighted segment in the GL Account field. The GL Component Value table window displays all the possible values for the component selected in the Segment field.
7. When the Select GL Account dialog box opens, it displays the component values for the first segment of the code. In the GL Component Value column, select a value. The value is inserted in the first segment in the GL Account field and the dialog box automatically displays the values for the second segment of the code.
8. Select a value for the second component, then the third, and so forth until you have created the desired account code. You must define all required components.
9. Click OK.
10. Enter a description in the GL Account Description field. To enter additional information, click Long Description.
11. If your company uses account type codes, enter the appropriate code in the Type column.
12. Type is a user-defined value. Most accounting systems at a minimum have type codes for assets, liabilities, expense, and income. The default length of this field is three. (Type does not refer here to the type of the Data field, for example, integer or alphanumeric.)
13. The Active? check box is selected by default, which means the account code can be used on new IMAM records. If you do not want users to be able to use this account code at this time, clear the check box.
14. Note: If you make an existing account code inactive, no change is made to existing IMAM records.
15. Click Save GL Account.
5. Set up and specify validation options.
1. Log in to IMAM.
2. Go to Financial->Chart of Accounts.
3. In the Organizations table window, select the organization for which you want to specify validation rules.
4. From the Select Actions menu, select Validation Options to open the Validation Options dialog box, which contains four check box options.
5. Select or clear the appropriate check boxes, listed below:

-Deactivate GL Validations? - If this check box is cleared (the default), IMAM will validate entries in GL Account fields against values in Chart of Accounts as specified by the next two check boxes.
-If the check box is selected, IMAM will not validate any GL fields. This effectively disables the GL feature even though users can still enter values in GL fields.
-Note: If the check box is selected, the remaining check boxes are cleared automatically and cannot be selected.
-Validate GL Component Combinations? - If this check box is selected (the default), IMAM will only accept a GL account entry if the combination of component values matches a GL account code in the GL Accounts table window. Moreover, the Select GL Account dialog box will not display any component value that has not been used as part of a GL account code in the GL Accounts table window.
-If this box is cleared, IMAM will accept any combination of valid component values. To be valid, a component value must match a value in the GL Component Maintenance dialog box. The composite GL account code does not have to match an existing one in the GL Accounts table window.
-Validate Financial Periods? - If this check box is selected (the default), IMAM checks to make sure that a transaction falls within an open, valid financial period as defined in the Financial Periods dialog box.
-If the check box is cleared, IMAM will not validate against defined financial periods.
-Require Valid GL Account for All Transactions? - If this check box is cleared (the default), IMAM will allow transactions when users do not specify a valid GL account.
-If this check box is selected, valid GL debit and credit accounts must be present on all transactions. In most cases, these GL accounts will be defaulted from the vendor record. Therefore, the vendor record must be set up correctly.
-Click OK. Assign Default Accounts.
6.
1. Go to Financial->Chart of Accounts.

-Select Actions to set:
-Organization Default Accounts
-Company-Related Accounts
-External Labor Control Accounts
-Resource Codes
2. -Set Default Resource Control Accounts.Go to Inventory->Storeroom.

-Storeroom tab
3. -Set Inventory Related Accounts.Go to Assets->Locations.

-Location tab
4. -Set Location GL Account.Go to Preventive Maintenance->Preventive Maintenance.

-Select PM tab.
5. -Set PM GL Account.Go to Administration->Organizations.

-Select Action Purchasing Options->Tax Options.
6. -Set Default Tax Accounts.Create Chart of Accounts.

-Open the Chart of Accounts application.
-Highlight the organization.
-Select GL Account Maintenance from the Select Action menu.
-Highlight the applicable Component.
-Click the New Row button.
-Enter the component name and description.
-Click the Save Chart of Accounts button.
7. -Repeat above steps until all Chart of Accounts are created.Create Currency Code.

-Open the Currency Codes application.
-Click New Row.
-Enter a code value and description to represent the currency.
8. -Click Save Currency.Create Currency Exchange Rate.

-Open the Currency Codes application.
-In the Currency Codes table window, click New Row.
-Enter a code value and description to represent the currency.
-Click Save Currency.
2. Given that the IMAM has been installed, define Company Set and Item Set based upon the customer's requirements, so that the Company Set and Item Set have been created.


With emphasis on performing the following tasks:
1. Click Go To.
2. Open the Sets application from the Administration module.
3. Click New Row in All Sets section (Single-page application).
4. Fill in the data for Company Set:
1. Set
2. Description
3. Select Type from the domain list ("Company")
4. Save
5. Fill in the data for Company Set:
1. Set
2. Description
3. Select Type from the domain list ("Item")
4. Save
6. Open the Organizations application.
7. Click the New Organization button.
8. Enter the following data:
1. The organization name and description
2. Base Currency
3. Item Set
4. Company Set
5. Clearing Account
6. Organization Address
7. Site name and description
8. Site Ship To Address
9. Activate the following:
1. Organizations
2. Sites
10. Click the Save Organization button.
11. Select the options applicable for the organization.
12. Select the options applicable for each of the organization's sites.
13. Save the Organization record.
14. Repeat above steps until all required organizations and sites have been created.

3. Given that the IMAM has been installed and the basis system data has been set up, create a new Domain or change an existing Domain based upon the customer's requirements, so that domains have been created or modified.


With emphasis on performing the following tasks:
1. Start the Domain application from an Administrator type login.
2. To change an existing Domain, select a Domain from the list or search for a specific Domain by using a filter. Change the existing fields or click New Row and apply additional data object definitions.
1. Change Object to change the data object of the Domain.
2. Change SQL statements of the List Where Clause and the Validation Where Clause.
3. Change Error Message Group and Error Message Key fields.
4. Change Organization/Site assignments.
3. To create a new Domain, click Add New Domain and select the type of new data object (ALN, Numeric, Synonym, Crossover, or Table Domain) from the customer requirements.
1. Specify a name for the new data domain in the Domain field and a description in the field next to it.
2. Select the type of the new data object from the drop down list of the Data Type field.
3. Specify the field length (if applicable) of the new data object.
4. Open new data object and add new fields (if applicable).
4. Click the Save button.

4. Given that the IMAM has been installed, set up Database Configuration based upon the customer's requirements, and configure the database objects based upon the customer's requirements, so that the Database Configuration has been set up and database objects are configured.


With emphasis on performing the following tasks:
1. Click Go To.
2. Open the Database Configuration from the Configuration module.
3. Define Relationships.
1. In the List tab, search and select an object (Example: Asset). This will be the parent object.
2. Click the Relationship tab.
3. Click New Bow button.
4. Enter relationship name.
5. Select a Child Object.
6. Enter Where clause that creates relationship between parent and child object (Example: personid=:supervisor).
7. Click Save.
4. Configure eAudit.
1. Search and select an object (Example: Asset) in the List tab.
2. Click the Object tab.
3. Select Audit Enabled check box.
4. Modify Audit table name if necessary or use the default name provided(A_(object name)).
5. Click the Attributes tab.
6. Select an attribute and check the audit enabled for the specific field.
7. Repeat the above steps until all the auditable attributes are selected.
8. Save.
5. Configure eSignature:
1. Ensure that login tracking is enabled; it is required for eSignature to function. Loging tracking is set through the Users application.
2. In the Database Configuration application, select Manage eSig Actions from the Select Action menu.
3. Select an application (Example: Work Order Tracking (WOT)).
4. In the options for WOT, select a description (Example: Approve Work Order).
5. In the options for WOT, select a Description (Example: Change Status).
6. Click OK.
7. Save.
6. Configure Multi-language:
1. Select the object (for example, SIGOPTION) you want to enable multi- language for.
2. Go to the Objects tab.
3. Select Is Language? check box.
4. Specify values for Language Table and Language Column.
5. Click Save Object.

-NOTE: This creates an object for the Language table (for example, L_SIGOPTION).Add an Object table.
7.
1. Open the Database Configuration application.
2. Click the New Object button.
3. Enter an object value and description.
4. If applicable, in the Service field, specify a value or accept the default of CUSTAPP.
5. Specify the scope of the object in the Multi-Site scheme.
6. As required, enter additional information.
7. If required, select Audit Enabled to edit the Filter field for E-audit.
8. As required, add or modify object attributes.
8. Click the Attributes tab.
9. Click the New Row button.
1. Enter an Attribute value.
2. Optional: Modify the values in the Title and the Description fields.
3. Specify the data type of the attribute.
4. As required, enter additional information.
10. Click Save Object, or click New Row to insert another attribute.
11. As required, add or modify object relationships.
1. Click the Relationships tab.
2. Click the New Row button.
3. Enter a relationship name.
4. Create a Where Clause.
5. Select a Child Object.
6. If needed, enter any comments in the Remarks field.
7. Click Save Object, or click New Row to insert another relationship.
8. Perform database configuration.
12. As applicable, perform a database configuration shutting down the application server.
1. Ensure all users are logged out of the system.
2. Shut down the application server.
3. Open a command prompt and change directory to: oolsmaximo.
4. Type Configdb.
5. Restart the application server after the configuration is completed.

5. Given that the IMAM has been installed and the basis system data has been set up, create the classification structure based upon the customer's requirements, so that the classification structure has been created.


With emphasis on performing the following tasks:
1. Start the Classification application.
2. Click the New Classification button.
3. Fill-in the data:
1. Enter the classification name.
2. Classification number.
3. Associate the classifications with one or more applications by clicking the check box.
4. Notate if the classification is a child of another classification.
5. Assign any classification attributes and default values.
4. Click the Save Classification button.
5. Repeat above steps until all required classifications have been created.

6. Given that the IMAM has been installed, set up Calendars and Shifts based upon the customer's requirements, so that the Calendars and Shifts have been created.


With emphasis on performing the following tasks:
1. Click Go To.
2. Open the Calendars application from the Administration module.
3. Click the New Calendar icon.
4. Fill in the data for Company Set:
1. Calendar (name for the calendar)
2. Description
3. Start date
4. End date
5. Save
5. From the select action menu, choose Define/Apply ShiftsSet.
6. Select a shift and then click apply shift.
7. Define pattern for working days.
8. Click OK.
9. From the select action menu, choose define/apply non-working time.
1. Description (New year day)
2. Start Date (Example: 1/1/10)
3. End date (Example: 1/1/10)
4. Type (Example: Holiday)
5. Select the non-working time
6. Click Apply
7. Click OK
8. Save

7. Given that IMAM has been installed and configured, utilize appropriate IMAM applications and functionality, so that the Start Center has been created or modified to meet the customer's requirements.


With emphasis on performing the following tasks:
1. Create a Start Center Template.
1. To create a new template:
2. At the top of the Start Center page, click New Template.
3. Select the Layout that you want; Narrow-Wide, or Wide-Narrow.
4. Type a descriptive name for the template in the Description #field.
5. Select content for the left and right columns by clicking on the #appropriate Select Content.
6. When you are done, click Finished.
7. You are returned to the Start Center where you will see the new template added as a tab at the top of the page.
8. Select the new template tab.
9. Save the new template, delete it, or cancel any changes you made to it.
2. Modify a Start Center Template.
1. To modify a template:
2. At the top of the Start Center page, click Modify Existing Template.
3. The Modify a Template dialog opens.
4. Click the link for the template.
5. The template opens in a tab on your Start Center page.
6. You can now modify the template in the same manner as you would any other.
7. Start Center page.
8. Select Save Template when finished.
3. Add a Portlet.
1. To add content to the Start Center page:
2. At the top of the Start Center page, click Change Content/Layout.
3. The Layout and Configuration page opens.
4. Click Select Content for the side that you want to add the new content to.
5. The Available Portlet dialog opens.
6. Select the check box next to the portlets that you are adding.
7. Click OK.
4. Edit a Portlet.
1. To change the contents of a portlet, click the Edit Portlet icon in the header bar of that portlet. An Edit Portlet window appears.
5. Assign Start Center to User.
1. To assign or change the start center:

-From the List tab in the Security Groups application, select the group whose start center you want to assign or change.
-IMAM displays the Group tab.
-In the Start Center Template field, enter the start center or click Select Value.
-Click Save Group.
8. Given that the IMAM has been installed, set up Resources based upon the customer's requirements, so that the Resources has been set up.


With emphasis on performing the following tasks:
1. Click Go To.
2. Click Resources module and select one of the applications.
3. People
1. Click New Person icon to insert a new people record.
2. Fill-Data:

-Person field (required)
-Notice of E-commerce Exceptions (required)
-First Name
-Last Nam
-Display Name
- (Fill in optional information, such as Address etc)
-Save. Person Groups
4.
1. Click New Person Group icon to insert a new person group record.
2. Fill-Data:

-Person Group name (required)
-Description
-Save
-Click New Row to add one or more rows in the People section. This will add people records to person group. Sequence is required.
-Note: You have to save before you can add people to person group.
-Click New Row to add one or more people records as alternative.
-Save.Labor:
5.
1. Click New Labor icon to insert a new Labor record.
2. Fill-Data:

-Labor (required)
-Person. Associate an existing people record with a labor record. (required)
3. -(Fill in optional information, such as Worklocation, Work site, Supervisor, Calendar, and Shift)Save
6. Craft:
1. Click New Craft icon to insert a new Craft record
2. Fill-Data:

-Craft (required)
3. -DescriptionClick New Row in Skill level section to insert

-Skill level and Skill rank are required
4. -Standard rate Click New Row in Outside rates section to insert

-Skill Level
5. -Vendor (required)Click New Row in Premium pay section to insert

-Premium pay code and rate are required
6. -RateSave.
7. Qualifications:
1. Click New Qualification icon to insert a new Qualification record.
2. Fill-Data:

3. -Qualification and Qualification Type (required)Enter optional fields in "Certificate information" section.

-Certificate required
-Evaluation Method
-Issuing Authority
-Duration
4. -Required Use lengthEnter optional fields in "Craft and Skill level" section.

5. -Craft, Skill level, and description Enter optional fields in "Tools that require this qualification" section.

6. -Tool and Description Save.

9. Given that the IMAM has been installed and the basis system data has been set up, set up security groups and privileges based upon the customer's requirements, so that access and permissions are appropriate.


With emphasis on performing the following tasks:
1. Start the Users application.
2. Click the New User button.
3. Fill-in data:
1. User (unique User ID)
2. User name
3. Associate user with a Person
4. Primary email
5. Password and Confirm Password
6. Default insert site
7. Save
4. Start the Security Groups application.
5. Click the New Security Group button.
6. Fill-in the data:
1. Name the Security Group (must be unique).
2. Which start center template it applies to
3. Specify which Site(s) it applies to.
4. Specify which Application(s) it applies to.
5. Specify which Storeroom(s) it applies to.
6. Specify which Labor(s) it applies to.
7. Specify which GL Components(s) it applies to.
8. Specify the Limits and tolerances(s).
9. Specify which Data Restrictions it applies to.
10. Specify which User(s) it applies to.
7. Click the Save Security Groups button.
8. Repeat above steps until all required Security Groups have been created.

10. Given that the IMAM has been installed and the basis system data has been set up, create a new or change an existing Application GUI based upon the customer's requirements.


With emphasis on performing the following tasks:
1. Start the Application Designer application from an Administrator type login.
2. Select the specific Application UI that needs to be changed.
1. Select the field or structure that needs to be changed.
2. Delete existing fields and / or controls from the UI.
3. Add new fields controls thru the Control Palette.
4. Assign actions and descriptions to the new controls thru Control Properties.
5. Repeat a - d to complete all modifications of the UI.
6. Save the modified Application UI by clicking the Save button.
3. To clone an existing Application UI and modify the cloned UI.
1. From the Select Action menu, select Duplicate Application Definition.
2. In the Application field, enter a unique name for the new (cloned) application.
3. Enter a short description of the new application in the Description filed.
4. Click OK.
5. Select the field or structure that needs to be changed.
6. Delete existing fields and/ or controls from the UI.
7. Add new fields controls thru the Control Palette.
8. Assign actions and descriptions to the new controls thru Control Properties.
9. Repeat a - d to complete all modifications of the UI.
10. Save the modified Application UI by clicking the Save button.
4. Power application.
1. Click New Row in the Application Designer.
2. Fill-in data:

-Application name
-Description
-Main object
3. -Module nameClick the Power APP button.
4. This will create a Power application with List tab and Main tab.
5. Add one or more fields required.
6. Save.

11. Given that IMAM has been installed and configured, modify an application message, so that end users see a dialog or alert message according to customer requirements.


With emphasis on performing the following tasks:
1. Add/Modify message to MAXMESSAGES.
1. Open SQLTALK or other SQL Tool.
2. Connect to IMAM DB.
3. Add/Modify MAXMESSAGES via SQL INSERT or UPDATE statement.
2. Add/Modify message via messages.xml.
1. Open messages.xml it text editor.
2. Add/Modify a message record.
3. Load new messages by opening up a command window.
4. Change to directory root oolsmaximointernal.
5. Execute messageloader.bat.

-NOTE: This will update the messages stored in the db with those in the messages.xml file. Note -> this includes removing those messages not in the xml file.
12. Given that the IMAM has been installed and the basis system data has been set up, create communication templates based upon the customer's requirements, so that they can be leveraged in outbound communications (such as an email).


With emphasis on performing the following tasks:
1. Start the Communication Template application.
2. Click the New Communication Template button.
3. Fill-in the data:
1. Enter the template number (or use default auto number)
2. Which application it applies to
3. Where this template is accessible from (workflow, applications, escalations or all)
4. Specify the Send From information
5. Specify the subject
6. Specify the message or body of the communication. Use variables in communication template prefixed with colon (example: Ticketid).
4. Click the Save Communication Template button.
5. Repeat above steps until all required Communication Templates have been created.

13. Given that the IMAM has been installed and the basis system data has been set up, set up escalations and notifications based upon the customer's requirements.


With emphasis on performing the following tasks:
1. Start the Escalation application.
2. Click the New Escalation button.
3. Fill-in the data:
1. Enter the escalation number. (or use default auto number)
2. Which application it applies to
3. The conditions where this escalation is applicable
4. Specify the Send From information
5. Set the schedule of when this escalation should run
6. Create the action (what should happen when the escalation fires
7. Specify the notification if applicable (this is a communication template)
4. Click the Save Escalation button.
5. Repeat above steps until all required Escalations have been created and notifications have been associated.

14. Given that the IMAM has been installed and the basis system data has been set up, create workflows based upon the customer's requirements.


With emphasis on performing the following tasks:
1. Start the Workflow Designer application.
2. Click the New Workflow button.
3. Enter the workflow name (must be unique).
4. Which object the workflow applies to
5. Enter the node(s) that makes up the workflow process.
6. Enter the conditions and parameters for each node that make up the workflow process.
7. Click the connecting line to Select an Action and associated communication template.
8. Click the Save Workflow button.
9. Click the Validate the process button.
10. Click the Enable the process button.
11. Click the Activate the process button.
12. Repeat above steps until all required workflows have been created.

15. Given that the IMAM has been installed, Set up email listener based upon the customer's requirements, so that the email listener has been set up.


With emphasis on performing the following tasks:
1. Start the E-mail Listener Configuration application from Configuration module.
2. Click New Row.
1. Fill-in data:

-E-Mail Address
-E-Mail Password
-Mail Server (Determine appropriate customer mail server)
-E-Mail Folder
-Active
-Protocol (imap, pop3)
2. -PortSave.
3. Create connection to mail server.
4. Set up cron task to check for emails coming from server.
5. Set up e-mail account(s) in customer mail server.

16. Given that the IMAM has been installed, that basic system setup is completed, and that user is logged in to IMAM console create a new cron task so that the cron task is set up.


With emphasis on performing the following tasks:
1. Click Go To.
2. Start the Cron Task Setup from Configuration module.
3. Click New Cron Task.
4. Fill in the data:
1. Cron Task Name
2. Cron Task Description
3. Name of cron task class
4. Access Level
5. Create one or more cron task instance

-Cron task instance name
-Schedule
-Run as user
6. -Check Active check boxSave.

17. Given that IMAM has been installed and configured, set up IMAM Data Loader, so that customer data can be migrated.


With emphasis on performing the following tasks:
1. Create Load Configuration.
2. Set up JDBC Connection.
3. Set up Cron Task.
4. Prepare Input Data.


Section 2: Assets

1. Given that IBM Maximo Asset Management V6.2 (IMAM) has been installed and the basic system data has been set up, create failure codes, failure classes, and failure hierarchies based upon the customer's requirements, so that failure codes, failure classes, and failure hierarchies have been created.


With emphasis on performing the following tasks:
1. Open the Failure Codes application.
2. Click the New Failure Code button.
3. Enter the following mandatory information:
1. The failure class name and description
2. The organization where the failure class, failure code(s), and/or failure hierarchy will be used.
4. Create the first level in the failure hierarchy.
1. Under the Problems table, click New Row.
2. In the Problem field, enter a value or click Select Value to select a problem.
3. In the Description field, enter a description. Click Long Description if you need more space.
4. Repeat these steps for each problem in the hierarchy.
5. Click Done.
6. Click Save Failure Code.
5. Create the second level in the failure hierarchy.
1. In the Problem table, select the failure code to which you want to add a cause, or child.
2. Under the Causes table, click New Row.
3. In the Cause field, enter a value or click Select Value to select a cause.
4. In the Description field, enter a description.
5. Repeat these steps for each cause you want to add to the selected problem in the hierarchy.
6. Click Done.
7. Click Save Failure Code.
6. Create the third level of the failure hierarchy.
1. In the Causes table, select the failure code to which you want to add a remedy, or child.
2. Under the Remedies table, click New Row.
3. In the Remedy field, enter a value or click Select Value to select a remedy.
4. In the Description field, enter a description.
5. Repeat these steps for each remedy you want to add to the selected cause in the hierarchy.
6. Click Done.
7. Click Save Failure Code.
7. Repeat above steps until all required failure codes; failure classes and failure hierarchies have been created.

2. Given that IMAM has been installed, the organization and site have been set up, and a primary system has been created, create locations based upon the customer's requirements, so that locations and location hierarchies have been created.


With emphasis on performing the following tasks:
1. Open the Locations application.
2. Click the New Locations button.
3. Enter the following mandatory information:
1. The location name and description
2. Location type
4. If applicable, enter the following optional information:
1. GL account
2. Failure class
3. Meter Groups and Meters
4. Safety
5. Classification
5. Associate system(s) to a location.
6. Click the Save Location button.
7. Associate parent and children location(s) applicable for the location in each system.
8. Save the Location record.
9. Repeat above steps until all required locations and location hierarchies have been created.

3. Given that IMAM has been installed and the basic system data has been set up, create a system based upon the customer's requirements, so that systems have been created.


With emphasis on performing the following tasks:
1. Open the Location application.
2. Search and select an existing location, or create a new location.
3. Open the Select Action menu.
4. Click the Manage Systems action.
5. Click New Row.
6. Enter a value in the System field.
7. In the Description field, enter a description. Click Long Description if you need more space.
8. If applicable, change the site where the system will be used.
9. Select the Network? check box if the system is a Network System.
10. Select the Primary System? check box if the system will be used as the Primary System for the site entered.
1. Note: The primary system is the system that is initially displayed on the Location tab of the Location Drilldown page. The first system that is created with a site will automatically become the primary system. If there is more than one system in a site and you designate a new primary system, the previously designated primary system will be un-checked.
11. Click OK.
12. Repeat above steps until all required systems have been created.
1. Note: You can change a hierarchical system to a network system, but you cannot change a network system to a hierarchical system.

4. Given that IMAM has been installed and the basic system data has been set up, create assets, so that assets have been defined.


With emphasis on performing the following tasks:
1. Open the Assets application.
2. Click New Asset.
3. If the Asset field is empty, enter a value.
1. Note: If you anticipate that you will want to move an asset from one site to another, it is recommended that the asset's number be unique at the organization level. If you anticipate that you will want to move an asset from one organization to another, it is recommended that the asset's number be unique at the system level. If there is already an asset with the same asset number at the site or organization to which you want to move the selected asset, IMAM will prompt you to provide a new number to the asset being moved. IMAM will maintain the move history regardless of asset number changes.
4. Enter a description in the Asset Description field. Click the Long Description button if you need more space.
5. If the asset is rotating, in the Item field, enter a value or click Detail Menu to select an option and retrieve a value.
6. If this asset has a parent, in the Belongs To field, enter a value or click Detail Menu and select an option.
1. Note: If the parent asset is associated with a location, IMAM copies the location identifier to the Location field. Only assets that are in non-inventory locations can be assigned as parents. You cannot build a hierarchy when assets are in a storeroom.

5. Given that items and assets will be used in an IMAM environment, explain the differences between items and assets, so that item and asset functionality is understood.


With emphasis on performing the following tasks:
1. The definition of an asset is a single item of ownership having exchange value.
2. Assets are created in the Assets application, and can be part of an asset hierarchy. Assets can also be created in the purchasing process, selecting an item or tool on the purchase order line(s) to create assets once receiving is executed.
3. Assets have a unique identification, represented by the asset number, which can be unique within organizations or sites.
4. Assets can be located in a storeroom, either an item storeroom or a tool storeroom, but can also exist in labor locations, courier locations, operating locations, vendor, salvage, and repair locations, depending on the type of asset (rotating or non-rotating).
5. An asset is deemed to be of sufficient value to the organization that it needs to be maintained and the cost of maintenance needs to be tracked.
6. An asset doesn't have to be related to an item.
7. The definition of an item is a single article or unit in a collection, enumeration, or series.
8. Items are created in the Item Master application.
9. An item can be the representation of a physical object, or the description of a service.
10. Items are represented in an item set, so the definition can be made available to any organization using the item set.
11. When you create an item record, you define the main attributes of the item (such as commodity codes, order and issue units, whether the item is lotted, rotating, or condition-enabled), along with any alternate items that you can use in its place and a list of the condition codes you want applied to the item.

6. Given that rotating and non-rotating assets will be used in an IMAM environment, explain the differences between rotating and non-rotating assets, so that the rotating and non-rotating assets functionality has been understood.


With emphasis on performing the following tasks:
1. Rotating Assets are assets that are interchangeable, such as motors, pumps, or fire extinguishers.
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. Before a rotating asset can be created in the Asset application, the rotating item must first be created in the Item Master application.
3. A Non-Rotating Asset has a unique asset number but does not have an item number because it is not tracked in inventory.
4. 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.
5. Non-Rotating Assets do not move in and out of storerooms.
6. 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.
7. Rotating Assets can have an IAS applied. The IAS can be considered as a template for a hierarchy of assets, saving time when creating many similar asset hierarchies.
8. 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.

7. Given that IMAM has been installed and the basic system data has been set up, create meters and meter groups based upon the customer's requirements, so that meters and meter groups have been defined.


With emphasis on performing the following tasks:
1. Open the Meter application.
2. Click the New Meter button.
3. Enter a value in the Meter field.
4. In the Description field, enter a description. Click Long Description if you need more space.
5. In the Meter Type field, enter a value or click Select Value to select a meter type.
6. Based on the Meter Type, complete the remaining fields
1. If the selected meter type is CHARACTERISTIC, enter a value in the Domain field, or click Select Value to select a domain.
2. If the selected meter type is CONTINUOUS, enter a value in the Reading Type field, or click Select Value to select a reading type, and optionally enter a value in the Unit of Measure field, or click Select Value to select a unit of measure.
3. If the selected meter type is GAUGE, optionally enter a value in the Unit of Measure field, or click Select Value to select a unit of measure.
7. Click the Save Meter button.
8. Repeat above steps until all required meters have been created.
9. To group meters, so you can add the group of meters to Assets. Locations, Preventive Maintenances (PMs), Items and Condition Monitoring, open the Meter Group application.
10. Click the New Meter Group button.
11. Enter a value in the Meter Group field.
12. In the Description field, enter a description. Click Long Description if you need more space.
13. If you want to add a new meter to existing assets (already using the meter group), check the Apply New Meter to Existing Assets check box. If you leave the box unchecked then the new meter will only be added to assets that use this meter group in the future.
14. Click New Row to add meters to the group.
15. Enter the name of the meter you want to add or select it from the Detail Menu.
16. Click Long Description if you require more space for the description.
17. Fill in the remaining fields for each meter.
1. If the Apply New Meters to Existing Assets field is checked, that value will default to the detail section of the record when adding meters to the meter group. You can choose to edit this value.
18. Click the Save Meter Group button.
1. Note: The same meter name may not be added to a group more than once. If you want to track readings for multiple meters of the same type for a given piece of equipment, you must create separate meter names for each meter.

8. Given that IMAM has been installed and the basic system data has been set up, and assets and meters are created, explain how meters and meter assets are used with Assets, so that meter and meter reading functionality have been understood.


With emphasis on performing the following tasks:
1. Multiple meters can be associated with an asset. If the asset has a meter group associated with it, the meters in that meter group are listed in the Meters table window on the Meters tab.
2. A meter group can be assigned to an asset. If the asset is a rotating asset, and its rotating item has a meter group assigned to it, the meter group associated with the item is copied to the asset record and the Meter Group field is read-only. If a rotating asset's item does not have a meter group assigned to it, you can assign a meter group to the asset.
3. A meter group can be assigned to a non-rotating asset.
4. A meter's history can be changed or inserted (historical readings). IMAM uses the following rules for updating the data:
1. If you enter a modified reading for an asset or location the change is applied to all delta (change) readings for that meter that are more recent than the date of the modified meter reading. IMAM updates subsequent meter readings until the first actual reading is reached.
2. IMAM only updates meter readings of meters and assets (those assets that were set up to inherit meter readings from parents) that were members of the hierarchy at the time of the original meter reading. Meters and assets added to the hierarchy after the original meter reading remain unchanged.
3. When a reading is modified, the system also captures the modified date, user and a reason for the change.
4. A historical reading can be greater than a subsequent reading only if the meter has a rollover point.
5. To add a meter to an asset:
1. Open the Assets application.
2. Search and select the asset to which you want to add a meter.
3. On the Meters tab, under the Meters table window, click New Row.

-Note: If there is a value in the Meter Group field and there are meters in that meter group, those meters are listed in the Meters table window.
-In the Meter field, a meter must be entered or click Detail Menu to select an option and retrieve a value.If a continuous type meter is selected, values for the following fields must be entered or selected:
6.
1. Average Calculation Method: select one of the following options:

-All to use all of the readings to calculate the average of the readings
-Sliding Days to use a specific number of days to calculate the average of the readings
-Sliding Readings to use a specific number of readings to calculate the average of the readings
2. -Static to set the average and never recalculate it Reading Type: Delta (to report incremental use) or Actual (to report cumulative use).
3. Accept Rolldown From: Asset (for the parent asset's readings to apply to the current asset), Location (for the location's readings to apply to the current asset), or None.

4. -Note: If the Average Calculation Method is Sliding, you must enter a value in the Sliding Window Size field (the number of days or number of readings to use in the calculation). If the Average Calculation Method is Static, you must enter a value in the Average Units/Day field.Click the Save Asset button.
7. To assign a meter group to an asset:
1. Open the Assets application.
2. Search and select the asset to which you want to add a meter group.
3. On the Meters tab, in the Meter Group field, enter a value or click Detail Menu and select an option to retrieve a value.

-Note: After you save the record, the Meter Group field becomes read-only.To enter a meter reading:
8.
1. Open the Assets application.
2. Search and select the asset to which you want to add a meter group.
3. From the Select Action menu, select Enter Meter Readings to open the Enter Meter Readings dialog box.
4. In the Meters table window, all of the meters associated with the asset are listed. To enter a reading for a meter, in the New Reading field for that meter, enter a value or click Select Value to select a reading. IMAM calculates the Avg. Units/Day field.

5. -Note: If you are entering a delta reading, select the Delta check box. If the asset's meter was set up as a delta reading type, the check box is selected by default. If you are entering an actual reading that is a rollover reading (the new reading value is less than the Last Reading value due to a rollover), select the Rollover? check box.To view the details for the meter, click View Details.
6. You can edit the date and time in the New Reading Date field.
7. You can enter a comment about the reading in the Remarks field.
8. Click the Save Asset button.

-Note: If the asset is associated with a PM, the system updates the meter reading fields on the PM record.To manage meter reading history:
9.
1. Open the Assets application.
2. Search and select the asset whose meter history you want to modify.
3. From the Select Action menu, select Manage Meter Reading History to open the Manage Meter Reading History dialog box.
4. To select the meter you want to modify, click View Details for the meter.
5. To enter a delta for the selected meter, perform the following actions:
6. Select the Enter as Delta check box.
7. Enter a reading in the Modified Delta field.
8. To enter an actual reading for the selected meter, enter a value in the Modified Reading field.
9. You can enter a reason for the update in the Reason field.
10. To update the meter history, click OK.
11. To close the dialog box without updating the history, click Cancel.

9. Given that IMAM has been installed, the basic system data has been set up, and assets, locations and meters are defined, create new measure points for assets or locations, so that condition monitoring has been set up.


With emphasis on performing the following tasks:
1. Open the Condition Monitoring application.
2. Click the New Measure Point button.
3. If blank, enter a value in the Point field.
4. In the Meter field, enter the meter name, or click Detail Menu to select a meter for this measurement point.
5. In the Asset or Location field, enter the identifier, or click Detail Menu to select an asset or location. If you choose an asset that is associated with a location, IMAM copies the location identifier to the Location field.
6. If the meter type is gauge, you can enter upper and lower warning and action limits.
1. In the Upper Warning Limit and Lower Warning Limit fields, one must enter values for the meter readings that define the upper and lower warning limits.
2. In the Upper Action Limit and Lower Action Limits fields, one must enter values for the meter readings that define the upper and lower action limits. If reached, these values will cause a PM or Job Plan to be generated when you choose Generate Work Orders from the Select Action Menu.

3. -Note: Measurements at or beyond the warning limits indicate that you should monitor this point carefully. Measurements at or beyond the action limits alert you the asset or location probably requires maintenance or repair.In the Upper Limit PM or Upper Limit Job Plan field, enter the identifier of the PM or Job Plan to use on all work orders you generate for a higher than acceptable reading on this measurement point. The PM or Job Plan record must already be associated with this asset or location, and cannot be a master PM.
4. In the Lower Limit PM or Upper Limit Job Plan field, enter the identifier of the PM or Job Plan to use on all work orders you generate for a lower than acceptable reading on this measurement point. The PM or Job Plan record must already be associated with this asset or location, and cannot be a master PM.
5. In the Upper Limit Priority field, enter a value to use when scheduling the upper limit work order.
6. In the Lower Limit Priority field, enter a value to use when scheduling the lower limit work order.
7. If the meter type is characteristic, you can fill in characteristic action values. These are observational readings that will result in the initiation of a PM or job plan.
1. Under the Characteristic Action Value table, click New Row.
2. In the Value field, enter a value, or click Detail Menu to select a value for this characteristic action value. You can enter one action value for each type of observation for a given characteristic meter. For example if a meter has possible values of high, medium and low, you can enter one PM or job plan that will be used if the value is high, one that will be used if the value is medium and a third that will be used if the value is low.
8. Click the Save Measure Point button.
9. To enter point measurements click New Row under the Measurements table.
10. Enter a date in the Date/Time field or click Select Date and Time and select a date on the calendar.
11. In the Measurement field, enter the measurement reading.
12. Repeat these steps for each measurement you want to enter.
13. Click Done.
14. Click the Save Measure Point button.

10. Given that IMAM has been installed and the basic system data has been set up, assets and work orders have been created, change an asset status or report an assets downtime, so that the Asset Up check box is unchecked, and downtime will be reported.


With emphasis on performing the following tasks:
1. Downtime is reported on assets, but can only be reported using the Work Order Tracking or Quick Reporting application. You use the Report Downtime functionality to:
1. Change the status of the asset from down to up or up to down.
2. Report the start and end time of the asset's downtime after it has occurred.
2. Open the WOT or Quick Reporting application.
3. On the List tab search and select the work order on which downtime should be reported.
4. To change the status of the asset:
1. From the Select Action menu, select Report Downtime to open the Report Downtime dialog box. The Asset Up? field indicates whether the asset is operating (Y) or not operating (N).
2. To change the asset's status, in the Downtime Report section, select the Change Status option.
3. In the Status Date field, the system date is displayed. You can edit the date if necessary.
4. To enter a reason for the status change, in the Downtime Code field, click Select Value to select a code.
5. In the Downtime Type section, select either of the following options:

-If the status change occurs when the asset is normally in use, select Operational.
6. -If the status change occurs when the asset is normally not in use, select Non-operational.Click OK.
5. To report asset downtime:
1. Display the record with the asset for which you want to report downtime.
2. From the Select Action menu, select Report Downtime to open the Report Downtime dialog box.
3. To report downtime, in the Downtime Report section, select the Report Downtime option.
4. In the Report Downtime section, you can enter the date the downtime began in the Start Date field, or select one of the following options in the Start Date Default section:

-Reported Date - the date and time the asset's unexpected downtime was reported on the work order
-Actual Start Date - the date and time the asset's intentional downtime began
5. -None - no default start date and timeEnter a date the downtime ended or will end in the End Date field.
6. In the Hours field, IMAM calculates the total downtime hours based upon the Start Date and End Date. This calculation considers the asset's calendar and the elapsed time between the start and end of downtime.
7. To enter a code to describe the downtime, in the Downtime Code field, click Select Value to select a code.
8. In the Downtime Type section, select either of the following options:

-Operational - if the down time occurred when the asset is normally in use
-Non-Operational - if the down time occurred when the asset is normally not in use
9. -Note: An asset may incur both operational and non-operational downtime. You can create multiple downtime reports on a single work order.Click OK to report the downtime and return to the record or click Cancel to close the dialog box without reporting downtime.


Section 3: Inventory

1. Given that IBM Maximo Asset Management V6.2 (IMAM) has been installed and the basic system data has been set up, define an Item Master record based upon the customer's requirements, so that the Item Master record has been created.


With emphasis on performing the following tasks:
1. Open the Item Master application.
2. Click the New Item button.
3. Enter the following information:
1. The item number and description.
2. For a non-rotating item, verify that the Lot Type is the correct one, otherwise enter or select one from the Select Value dialog box.
3. Fill out the optional information as needed.
4. Click the Save Item button.
5. Associate the item to a Storeroom.

2. Given that IMAM has been installed and the basic system data has been set up, define a Tool record based upon the customer's requirements, so that the Tool record has been created.


With emphasis on performing the following tasks:
1. Open the Tools application.
2. Click the New Tool button.
3. Enter the following information:
1. The tool number and description.
2. For a non-rotating tool, verify that the Lot Type is the correct one, otherwise enter or select one from the Select Value dialog box.
3. Fill in optional information as required.
4. Click the Save Tool button.
5. Associate the Tool to a Storeroom.

3. Given that IMAM has been installed and the basic system data has been set up, define a Storeroom record based upon the customer's requirements, so that the Storeroom record has been created.


With emphasis on performing the following tasks:
1. Open the Storerooms application.
2. Click the New Storeroom button.
3. Enter the following information:
1. The storeroom name and description.
2. Optionally specify:

-GL account codes, like GL Control account, Cost Adjustment, Shrinkage account, Tool Control account, as well as Receipt, Purchase, Invoice and Currency variance accounts.
-Recent Lead Time Weight in Percentage.
-Reorder process' default Ship To and Bill To Labor and Address codes.
-Whether the storeroom is the Default Storeroom for the site.
-Whether the storeroom is a replenishment storeroom to be used on internal Purchase Requisitions (PRs) and Purchase Orders (POs) as a supplier of items or tools for ordering and reservations purposes.Click the Save Storeroom button.
4.

4. Given that IMAM has been installed and the basic system data has been set up, define Condition Codes based upon the customer's requirements, so that the Condition Codes have been created.


With emphasis on performing the following tasks:
1. Open the Condition Codes application.
2. In the Sets table window, select the item set to define the Condition Codes for.
3. In the Condition Codes for , click the New Row button.
4. Enter the following information:
1. The Condition Code and description.
2. Condition Rate percentage to be used in calculating an item's cost.
5. Repeat previous two steps to continue adding Condition Codes in the Condition Codes for table window until all the Condition Codes have been defined.
6. Click the Save Condition Code button.

5. Given that IMAM has been installed and the basic system data has been set up, enter Inventory and bin information, so that the Inventory record for an item in a particular storeroom is created.


With emphasis on performing the following tasks:
1. Open the Inventory application.
2. In the List tab, search for and select the item/storeroom combination to set up inventory for.
3. In the Inventory tab, enter the following information:
1. The Stock Category.
2. The Issue Unit.
3. Optionally specify:

-The Default Bin number.
-The ABC type and the cycle count frequency in days.
-In the Inventory Balances table window:
-Enter the Bin number, physical count and physical count date.
-For non-rotating items, enter current balance.
-If the item is lotted then enter the Lot number, expiration date and shelf life in days.
-If the item is Condition Enabled, enter the Condition Code.
-For Condition Enabled items, in the Inventory Costs table window, optionally enter the cost for each Condition code associated with the item.Specify the reorder details:
4.
1. Indicate reorder point (ROP), lead time in days, and EOQ (Economic Order Quantity).
2. Optionally, enter safety stock, order unit, primary vendor, manufacturer, as well as model and catalog numbers. Also indicate if the item will be replenished internally by the specified storeroom.
3. In the Vendors table window includes the item's suppliers to track order information for.
5. The Rotating Assets tab displays the rotating assets associated with the rotating item.
6. The Where Used tab lists the assets that contain the item in their spare parts list. Adding an asset to this list includes the non-rotating item in the asset's spare parts list.
7. Click the Save Storeroom button.

6. Given that IMAM has been installed and the basic system data has been set up, define and explain Kits functionality, so that Kits have been explained.


With emphasis on performing the following tasks:
1. A kit is a set of items to be issued, transferred and/or returned as a single unit.
2. To create a Kit:
1. In Item Master application - Item tab, check the Kit? check box for the kit item.
2. In the Children table window of the Item Assembly Structure tab, specify the child items.
3. Click the Save Item button.
3. In the Inventory application, use the corresponding action to assemble or disassemble kits.
4. Kits functionality:
1. Kits may be used as child items of other kits.
2. A Kit cannot be condition enabled and cannot contain condition-enabled. lotted, or rotating items.
3. Partial kits cannot be assembled or disassembled.
4. Child items balances do not take into account item counts within kits.
5. Only the return of complete kits is permissible.
6. Kits' surplus child items must be placed back in inventory as individual items.
7. The reorder process does not reorder kits.

7. Given that IMAM has been installed and the basic system data has been set up, describe the automatic reordering process and crontask, so that the automatic reordering process has been explained.


With emphasis on performing the following tasks:
1. The Reorder cron task is a command set up in the Cron Task Setup application to automatically execute a Reorder cron task instance on a particular schedule.
2. Once the Reorder cron task instance has been setup and activated for the storeroom:
1. The Reorder process will run on the specified schedule.
2. The Reorder cron task instance generates purchasing records considering all stocked items in the storerooms.
3. The Reorder process will run based on the specific settings for the Reorder cron task instance such as:

-Sites for which direct issue items will be processed; If none is indicated, no direct issue items will be ordered
-E-mail address to send reorder instance results to
-Whether the item's reorder point will be ignored
-Extra lead time in days to be added
-Log file path for the reorder result, defaults to the specified mxe.msgLogFile
-Sites and Storerooms that the Reorder cron task instance will be processing records for
-Whether the Reorder cron task instance will take agreements into accountThe type (PR or PO), status (approved, unapproved) and quantity of purchasing records generated depends on the settings of the Organization Options - Inventory Options - Reorder in the Organization application.
3. 4. The purchasing record will be created for the item's primary vendor if one exists or for the vendor with the most recent lowest last price, if none is found, the purchasing record will not specify a vendor.
5. The purchasing record goes through the approval process to finally become an approved PO.
6. The inventory balances for the items are updated when the ordered items' receipt is recorded in the Receiving application and approved if necessary.

8. Given that IMAM has been installed and the basic system data has been set up, describe inventory adjustments, so that the inventory adjustments have been explained.


With emphasis on performing the following tasks:
1. Inventory Adjustments are storeroom-specific and allow changing the read-only balances or Costs fields leaving transaction traceability.
2. The following are the available Inventory Adjustments:
1. Reconcile Balances in a storeroom to alter the item's current balance has given its physical count.
2. Zero Year to Date Quantities to reset an item's year-to-date issue history; It shifts all Year to Date quantities back one year and zeros out the current Year to Date Quantity.
3. Current Balance to modify the non-rotating item's current balance by Bin number and/or Lot number and/or Condition Code.
4. Physical Count to record an item's physical count by Bin number and/or Lot number and/or Condition Code.
5. Standard Cost to modify the item's standard cost in the storeroom, or for an item's condition code.
6. Average Cost to modify the item's average cost in the storeroom, or for an item's condition code. An amount or percent increase or decrease of the cost may be specified.

9. Given that IMAM has been installed and the basic system data has been set up, describe the IMAM process to perform physical count, so that a physical count can be performed.


With emphasis on performing the following tasks:
1. Setup the inventory item in the Inventory application for Physical Count. In the Inventory tab, specify:
1. The ABC Type, which is a way of classifying the items in terms of monetary value and turnover rate.

-Run the ABC Analysis report for the storeroom to determine the items ABC Type monetary value.
-This value is calculated by multiplying the current YTD issued quantity by the item's last costs averaged from its storerooms.
-Items that have an ABC Type of "N" (Not Applicable) are ignored by the ABC Analysis report.
-The items are sorted in descending order by monetary value.
-The items are assigned an ABC type of A, B or C depending on the ABC breakpoint settings in the Inventory Options - Inventory Defaults in the Organizations application.
2. -The ABC types can be updated by clicking on the update button at the end of the ABC Analysis report.Count Frequency, which is the number of days between item counts.
2. Run the Inventory Cycle Count report for the storeroom. This reports is sorted by Bin number and list all items due for a physical count based on the last physical count date and its Count Frequency.
3. Perform the physical count.
4. Record the physical count results by:
1. Entering a row in the Inventory Balances table window for a new Bin and/or Lot and/or Condition code, or
2. Executing an Inventory Adjustments - Physical Count to record the physical count for existing Bin and/or Lot and/or Condition code balances entries
5. Repeat the above steps with a frequency determined by the customer's business practices.

10. Given that IMAM has been installed and configured, make inventory adjustments in a storeroom according to Customer Requirements, so that accurate costs and balances are recorded.


With emphasis on performing the following tasks:
1. Issues
1. Log into IMAM.
2. Go to Inventory -> Inventory.
3. From the List tab of the Inventory application, display the item you want to issue. The item record opens in the Inventory tab.
4. From the Select Action menu, select Issue Current Item. The Issue Current Item dialog box opens.
5. Enter a value for the bin from which you want to issue the item in the Bin field, or click Select Value and select a bin.
6. Enter a value for the lot from which you want to issue the item in the Lot field, or click Select Value and select a lot.
7. If the current item is condition enabled, enter the current condition status of the item in the Condition Code field or click Select Value and select a condition code.
8. Enter the number of items you want to issue in the Quantity field. If the issued quantity causes the availability in the bin to drop below zero, (current balance minus reserves), IMAM displays a message telling you that the balance is negative. Click OK to return to the Issue Current Item page where you can change the value as needed.
9. Enter ISSUE in the Transaction Type field, or click Select Value and select it.
10. Enter values in the Work Order, Asset, and Location fields or click Detail Menu -> Select Value to select the values. After you make your selections, IMAM fills in the other fields with the appropriate values.

-If you select a Work Order, IMAM charges the cost of the items to the GL debit account associated with the work order.
-If you enter an Asset number, the Location field will default to the equipment's location. IMAM fills in the GL debit account field with the equipment's debit GL account.
11. -If you enter a Location where there is only one piece of equipment, IMAM enters that equipment in the Equipment field. For example, assume work order 100 is associated with GL debit account code 6106-134-135. If you enter 100 in the Work Order field, IMAM charges account code 6106-134-135 by default. You can charge this to another account code if you leave the Work Order field blank and enter a different debit GL account code in the Debit GL Account field. The items are then charged to the account code in the Debit GL Account field.Enter a value in the Requisition field or click Select Value and select a material requisition.
12. Enter a value in the Storeroom field, or click Detail Menu-> Select Value to select a storeroom.
13. Enter a value in the WO Task field to allocate the charge for the item to a specific task.
14. Enter a value for the Issue To field, or click Detail Menu -> Select Value to select a person ID.
15. Enter a value for the GL Debit Account field, or click Select Value and select one.
16. Click OK. IMAM saves your changes.


With emphasis on performing the following tasks:
2. Transfers to another storeroom or bin:
1. Log into IMAM.
2. Go to Inventory -> Inventory.
3. Open the List tab of the Inventory application.
4. Select the item you want to transfer.
5. From the Select Action menu, select Transfer Current Item. The Transfer Current Item dialog box opens.
6. Enter a value in the To Storeroom field, or click Detail Menu -> Select Value and select a storeroom. If the storeroom you choose in the To Storeroom field has a default bin specified for this item, IMAM enters that bin in the To Bin field.
7. Enter the number of items you want to transfer in the Quantity field.
8. If the item is not lotted, IMAM fills the From Storeroom and From Bin fields with the location and default bin (if any) of the current record. For lotted items, the From Lot field is a required field. If the item is lotted, the From Bin and From Lot fields default to the bin and lot with the earliest expiration date. IMAM warns you if the lotted item is expired.
9. Enter the conversion ratio for this transaction in the Conversion Factor field. For example, if the storeroom you are transferring from is measured in boxes, and your receiving storeroom is each, then your conversion ratio is between box and each. If you have a box of 12, the conversion value is 12. You can change the default conversion, if needed.
10. Enter the condition code of the item in the originating storeroom, if the item is condition enabled, in the From Condition Code field.
11. Enter the condition of the item being transferred, if the item is condition enabled, in the To Condition Code field.
12. Enter a value in the GL Debit Account field, or click Select Value and select a GL Debit Account.
13. Enter a value in the GL Credit Account field, or click Select Value and select a GL Credit Account.

14. -Note: The GL Debit Account and GL Credit Account fields let you view or enter GL account code information for the accounts that will be affected. The debit account affects the To Storeroom, and the credit account affects the From Storeroom.Optionally, enter an explanation for the transfer in the Memo field.Choose OK. IMAM records the transaction. Depending on the Organization Inventory Options settings at your site, a message may appear to inform you that transferring the items causes the availability in the bin to drop below zero, (current balance minus reserves). If the message appears, click OK to return to the Transfer Current Item page where you can change the Quantity as needed.


With emphasis on performing the following tasks:
3. Transfers to another site within the same organization:
1. Log into IMAM.
2. Go to Inventory -> Inventory.
3. Open the List tab of the Inventory application.
4. Select the item you want to transfer.
5. From the Select Action menu, select Transfer Current Item. The Transfer Current Item dialog box opens.
6. Enter a value in the To Site field, or click Select Value and select a site.

7. -Note: You must have authorization to access both sites and the storerooms at those sites to transfer the item.Enter a value in the To Storeroom field, or click Detail Menu -> Select Value and select a storeroom. If the storeroom you choose in the To Storeroom field has a default bin specified for this item, IMAM enters that bin in the To Bin field.
8. If the item is not lotted, IMAM fills the From Storeroom and From Bin fields with the location and default bin (if any) of the current record. For lotted items, the From Lot field is a required field. If the item is lotted, the From Bin and From Lot fields default to the bin and lot with the earliest expiration date. IMAM warns you if the lotted item is expired.
9. Enter the conversion ratio for this transaction in the Conversion Factor field. For example, if the storeroom you are transferring from is measured in boxes, and your receiving storeroom is each, then your conversion ratio is between box and each. If you have a box of 12, the conversion value is 12. You can change the default conversion, if needed.
10. Enter the condition code of the item in the originating storeroom, if the item is condition enabled, in the From Condition Code field.
11. Enter the condition of the item being transferred, if the item is condition enabled, in the To Condition Code field.
12. Enter a value in the GL Debit Account field, or click Select Value and select a GL Debit Account.
13. Enter a value in the GL Credit Account field, or click Select Value and select a GL Credit Account.

14. -Note: The GL Debit Account and GL Credit Account fields let you view or enter GL account code information for the accounts that will be affected. The debit account affects the To Storeroom, and the credit account affects the From Storeroom.Optionally, enter an explanation for the transfer in the Memo field.
15. Choose OK. IMAM records the transaction. Depending on the Organization Inventory Options settings at your site, a message may appear to inform you that transferring the items causes the availability in the bin to drop below zero, (current balance minus reserves). If the message appears, click OK to return to the Transfer Current Item page where you can change the Quantity as needed.


Section 4: Purchasing

1. Given that IBM Maximo Asset Management V6.2 (IMAM) has been installed and configured, recognize the usage of internal status codes, so that the status codes have been described.


With emphasis on performing the following tasks:
1. Purchase Requisition (PR) status codes can include:
1. Waiting for Approval (WAPPR) is the status that a PR is assigned when it is created. Some default fields are read-only.
2. Approved (APPR) status is available only if your business rules require approvals. The default IMAM configuration does not require approvals for PRs and PR line items that your transfer to Purchase Orders (POs).
3. Closed (CLOSE) status indicates that all the PR's line items have been assigned to one or more POs. All fields are read only, and the record can no longer be modified. Attempting to close a PR with line items that have not been used on a PO (or other document) results in a warning message. IMAM can be setup to automatically close PRs once all lines are used on purchasing documents (requests for quotation (RFQs), POs, or Contracts).
4. Cancelled (CAN) status is available if the current PR status is Approved (APPR) and if none of its line items have been assigned to a PO. All fields are read only, and a record can no longer be modified.
2. RFQ status codes include:
1. In Progress (INPRG) status is the default status when you create a RFQ. It should remain in INPRG status until you have entered all RFQ information and RFQ lines. In this status, you have the ability to modify most tabs and fields on the RFQ, with the exception of the Quotation Lines table. The RFQ must be saved as INPRG prior to changing to another status. The status INPRG is always available (except in COMPLETE and CLOSED status) to allow you to edit the RFQ.
2. Ready to be Sent (READY) status indicates that the RFQ is ready to be sent out to the vendors. In this status, you do not have the ability to change the RFQ–all tabs are read-only.
3. Sent to the Vendor (SENT) status indicates the RFQ has been sent to vendors. The SENT status causes fields on the RFQ and RFQ Lines tabs to be read-only while fields on the Vendors tab can be modified. You can also modify the Quotations and Terms and Conditions tabs.
4. Completed (COMP) status indicates when all quotations have been received from vendors. In this status all fields except the fields on the Quotation Lines and Terms and Conditions tabs are read-only.
5. Cancelled (CANCEL) status indicates a cancelled RFQ. Use the CANCEL status to cancel a current RFQ, or a selected set of RFQs. You can only cancel a RFQ if there have not been any quotations awarded (i.e., the CANCEL status is not available after a quotation has been converted to a PO). A cancelled RFQ is stored as a history record and cannot be modified.
6. Closed (CLOSE) status indicates a closed RFQ, one whose quotation lines have been awarded. Once a RFQ is closed, it is stored as a history record and cannot be modified.
3. POs
1. Waiting for Approval (WAPPR) status is the default status for a PO when you create it. Some default fields are read-only in this status.
2. In Progress (INPRG) status indicates that a PO still needs to be modified before it can be Approved.
3. Approved (APPR) status is available only if the current PO status is Waiting for Approval (WAPPR) or In Progress (INPRG). All fields are read only.

4. -Note: To approve a PO, you must have a monetary approval limit equal to or greater than the total cost of the PO. In the Security Groups application, your system administrator sets monetary limits for each user. Also, your system administrator can specify that PRs be approved before any of their items can be assigned to POs. This is done in the Organizations application. Once a PO has been approved, you cannot edit any of its fields. Cancelled (CAN) status is available if the current PO status is Waiting for Approval (WAPPR) or Approved (APPR).

-You cannot cancel an approved PO if any of the following conditions exist:
-One or more PO lines items have been received.
-The supplier has sent notification of delivery of items via an ASN transaction.
-The supplier has rejected the PO cancellation.
5. -Note: You might choose to notify the supplier before you cancel a PO since the Cancel PO transaction will automatically be sent to the supplier upon cancellation of a PO.Closed (CLOSE) status indicates that all of the PO's line items have been received. Once a PO is closed, it is stored as a history record and cannot be modified.
4. Invoices
1. Scheduled (SCHED) status indicates that the invoice is part of a payment schedule, set up for a specific contract. Invoices with this status can be created only from the Contracts applications. An invoice with a status of Scheduled can be changed to any status except Entered.
2. Waiting for Approval (WAPPR) status is only available if the current invoice status is Entered or Hold. Use this status to indicate that invoice information has been entered and the invoice is now ready for review and approval by the appropriate level of staff. An invoice waiting for approval can be edited.
3. Entered (ENTERED) status is the default status when you create an invoice. A newly entered invoice has some fields filled in by default; some of these are read-only. An invoice with the status of Entered can be edited. Once the status of an invoice is changed from Entered via the Change Status dialog box, the Entered status is no longer available.
4. Approved (APPR) status is only available if the current invoice status is Entered, Waiting for Approval, or Hold. If you change the status directly to Paid without first approving the invoice, IMAM automatically validates the invoice for approval criteria. An approved invoice is stored as a history record; for invoices in history, you can only change the Check Code, Check Number, and Paid fields.

- Before an invoice can be approved, IMAM verifies that it meets the following conditions:
-If the invoice will be paid in foreign currency (as indicated in the Currency field), there must be an active exchange rate for that currency (in the Currency application) on the date of approval. If not, the invoice cannot be approved. (If the exchange rate has changed since you created the invoice, IMAM updates the Total Base Cost field upon approval.)
-The prices on the invoice must fall within a specified range of the prices on the PO. Your system administrator can define the amount by which the invoice price can vary from the PO price and still be approved via the Limits and Tolerances tab in the Security Groups application.
-Standard service costs added to the invoice (such as freight charges or installation fees) must also fall within set limits (also set via the Limits and Tolerances tab in the Security Groups application).
-Line items that must be received prior to invoice approval–i.e., those whose Receipt Required? check box on the Invoice Lines tab is selected–are checked to ensure that the receipts have been entered into IMAM.
-Once these conditions are met, IMAM calculates any price differences between the invoice and the PO. Price differences may be due to a change in the active exchange rate, or to a difference between what the vendor charged and the original PO price, or both. IMAM handles price differences in one of two ways:
- For issue on receipt items (i.e., those items not purchased for inventory), the price difference is always applied to the work order, location, equipment, or GL account specified on the PO or Invoice Lines tab.
5. - For inventory items, the Average Cost field is updated as specified by the Inventory options in the Organizations application. Hold (HOLD) status is only available if the current invoice status is Entered or Waiting for Approval (WAPPR). You can change the invoice to Hold status if the invoice should not yet be approved or paid. For example, if you have received an invoice but not yet received the items or if there is a discrepancy between the invoice and receipts, you can place the invoice on Hold status. An invoice on hold can be edited.
6. Paid (PAID) status is only available if the current invoice status is Entered, Waiting for Approval, Approved, or Hold. If you change the status directly to Paid without first approving the invoice, IMAM automatically approves the invoice. A paid invoice is stored as a history record and cannot be modified.
7. Cancel (CANCEL) status is only available on the Change Status dialog box if the current invoice status is Entered, Waiting for Approval, or Hold. You cannot cancel an approved invoice. A cancelled invoice is stored as a history record and cannot be modified.
5. New status codes can be created, and defined as synonym statuses for the internal status codes.

2. Given that IMAM has been installed and configured, create Company Master and Company records, so that the Company Master has been created.


With emphasis on performing the following tasks:
1. The Company Master application is used to store required information about approved suppliers and bidders. The Company Master is at the Set level. After a Company Master is created, it can be added to each Organization as appropriate .
1. Open the Company Master application.
2. Create New.
3. Add Company Master information including Contacts and Addresses.
4. Click Save.
5. Select Action, Add Company Master to Organization.
2. The Company application is used to store required information about companies (approved suppliers and bidders). The company record exists at the Organization level.

3. Given that IMAM has been installed and configured, recognize the usages of the Commodity and Commodity Group features, so that Commodity Groups have been created and/or modified.


With emphasis on performing the following tasks:
1. Commodity and Commodity group are used in multiple applications and can apply to entities such as for a company, an item master, a tool, a PO, or a service item.
2. The Add/Modify Commodity Codes dialog box allows you to add, modify, or delete commodities. This dialog box can be accessed from more than one IMAM application.
3. To add commodities:
1. In the IMAM application you are in, from the Select Action menu, select Add/Modify Commodity Codes. The Add/Modify Commodity Codes dialog box opens.
2. To add commodity groups, click New Row in the Commodity Groups table window or click New Row in the Commodity Codes for Commodity Group table window to add commodity codes. The Row Details open.
3. In the Commodity Group/Commodity Code field, enter an identifier.
4. Enter a description in the Description field.
5. Select the Service? check box if you want this commodity group/commodity code identified as a service to be used in a Service Level Agreement (SLA) or by a service type item.
6. Click OK.
4. To modify commodities:
1. In the Add/Modify Commodity Codes dialog box, do one of the following:
2. To modify commodity groups, click the View Details icon for the commodity group you want modified. The Row Details open.
3. To modify commodity codes, click the View Details icon for the commodity group whose codes you want modified. The Commodity codes for that group appear in the Commodity Codes for Commodity Group table window.
4. Make the required modifications in the fields.
5. Click OK.
5. To delete commodities:
1. Commodity groups and codes may not be deleted if they are already used on existing item or vendor records. Commodity groups may not be deleted until all the codes for that group have been deleted.
2. In the Add/Modify Commodity Codes dialog box, click the Mark Row for Delete button on the commodity group or code row you want to delete.
3. Click OK.

4. Given that IMAM has been installed and configured, create new PRs, so that a PR has been created.


With emphasis on performing the following tasks:
1. PRs for items, supplies, and services are usually issued internally to a purchasing department.
2. PRs can be Internal PRs (requesting the transfer of materials from another company storeroom) or External PRs (requesting the purchase of the necessary materials from an outside vendor).
3. A vendor may be specified on the PR.
4. A PR can be used towards a PO, Purchase Contract, or RFQ.
5. PR lines can either be pushed to a PO (From an approved PR, Select Action, Create PO) or pulled into a PO, Purchase Contract, or RFQ (From the other document, Select Action, Copy PR Lines).
6. To create a PR:
1. In the PRs application and on the Maximo toolbar, click New PR.
2. IMAM creates a new PR. You can modify the value in the PR field if you want.

3. -Note: Your system administrator may have set some fields to show default values, for example, Ship To and Bill To.Enter a description in the PR Description field. To enter or view additional information, click Long Description.
4. Fill in the remaining required fields.
5. Click the PR Lines tab.
6. Add lines to the PR.
7. Click the Ship To/Bill To tab.
8. In the Ship To field, enter a value or click Select Value to choose from the list. Fill in the remaining Ship To information. This Ship To information will be used as a default on each PR line.
9. In the Bill To field, enter a value or click Select Value to choose from the list. Fill in the remaining Bill To information. This Bill To information applies to the entire order.
10. Terms and Conditions associations can be added or modified.
11. Click Save PR.

5. Given that IMAM has been installed and configured, create new RFQs, so that a RFQ has been created and explained.


With emphasis on performing the following tasks:
1. You use the RFQs application to create RFQs and store the quotations so you can assess which vendor best meets your needs.
2. A RFQ is a request that you send out to one or more potential suppliers. To list a vendor on the RFQ, the vendor must have a record in the Companies application.
3. In the RFQ application, you can specify line items, required delivery dates, and other conditions you want the vendor to meet for the delivery of an item or service.
4. You can create a RFQ for any of the following circumstances:
1. The stock count of a stocked item drops below a certain level and you must place another bulk order.
2. A requisition is received for an item or service that requires a quotation each time due to item price or other requirements.
3. Someone at your site requests a quote for an item or service. It can be for a normally stocked item or for an item not normally ordered, such as a special order or non-stocked item.
4. You need to do commodity bulk buying for a certain period of time. This is typically for many items with common commodity codes. The quotation might not be copied to a PO immediately, but the pricing is set.
5. When you receive the quotations from the vendors, previously entered on the Vendors tab you can then enter the quotations into the RFQs application one at a time. At the end of the process, you review the quotations and award one quotation for each RFQ line. The quotations are then converted to one or more POs or contracts, depending on the procurement flow within your organization.
6. Purchasing document flow is very flexible; a PR can be used to create a RFQ which can then be used to create a Contract or a PO.
7. Status codes are key to operating the RFQ (see 4.1 Purchasing Statuses).

6. Given that IMAM has been installed and configured, create new POs, so that a PO has been created and explained.


With emphasis on performing the following tasks:
1. You use the POs application to create POs. A PO is an authorized order from a purchasing agent or department to an internal supplier or external vendor.
2. You can create POs in multiple ways:
1. Directly from the POs application
2. From PRs
3. From RFQs
4. You also use this application to create change orders.
5. From a RFQ in the RFQ application
6. Using the inventory reorder actions in the Inventory application
7. In the Purchase Contracts application by creating a release
3. The POs application also allows you to generate an internal PO against another storeroom. You can think of a storeroom-to-storeroom purchase as a "transfer order" or an "internal PO" since IMAM uses the POs and Issues and Transfers application to track these types of item movements.
4. Cost Distribution: In IMAM, you can distribute the cost of a PO line item among several GL accounts. The Distribute Costs dialog box is accessible from the PO Lines tab. It is also available from the PRs application and the Desktop Requisitions module. A PO line item must meet the following conditions if you want to distribute its costs:
1. The PO line item is a direct issue item or service.
2. None of its items or services have been received.
3. The PO's type is REL (Release), CHG (Change), or STD (Standard).
4. The PO's status is WAPPR (Waiting for Approval).
5. None of the service lines are prorated.
5. The View Vendor Analysis dialog box provides information that can help you determine which vendor to use for an item. Some of the information displayed is calculated from past performance of the vendor for the selected item. All calculations are for the selected item, for the selected vendor, where the manufacturer, model number, and catalog numbers are the same.
6. To create a PO:
1. In the POs application and on the Maximo toolbar, click New PO.
2. IMAM creates a new PO.
3. Fill in the required fields.
4. Click the PO Lines tab.
5. Add lines to the PO.
6. Click the Ship To/Bill To tab.
7. In the Ship To field, enter a value or click Select Value to choose from the list. Fill in the remaining Ship To information. This Ship To information will be used as a default on each PO line.
8. In the Bill To field, enter a value or click Select Value to choose from the list. Fill in the remaining Bill To information. This Bill To information applies to the entire order.
9. Terms and Conditions associations can be added or modified.
10. Click Save PO.
7. PO Attachments can come from multiple places:
1. Companies–attach documents to suppliers on a PO
2. POs–attach documents to PO header information
3. Inventory–attach documents to items on a PO
4. Create Requisitions–attach documents to the requisition lines on a PO; Documents attached to a requisition line are not visible and cannot be removed in the PO application.

7. Given that IMAM has been installed and configured, define internal and external POs, so that the differences have been defined.


With emphasis on performing the following tasks:
1. You use the POs application to create POs. A PO is an authorized order from a purchasing agent or department to an internal supplier or external vendor.
2. Internal: An internal POs (defined by the Internal checkbox) allows you to generate an internal PO against another storeroom. You can think of a storeroom-to-storeroom purchase as a "transfer order" or an "internal PO" since IMAM uses the POs and Issues and Transfers application to track these types of item movements. An internal PO specifies a storeroom as the vendor.
3. External: An external PO specifies an outside supplier as the vendor.

8. Given that IMAM has been installed and configured, perform Receiving functions, so that Services and Materials are received.


With emphasis on performing the following tasks:
1. You use the Receiving application to receive materials and services from POs. You can search for and receive existing PO line items from the Select Ordered Items and the Select Ordered Services dialog boxes, accessible from the Material Receipts and Service Receipts tabs, or manually enter received items on the Receipts tabs.
2. To approve materials and service receipts, use the Approve Receipts action. The Approve Receipts dialog box displays all services/materials for PO line items that require inspection.
3. The Receiving application contains separate tabs for Material Receipts (to add, view, or modify materials received on a PO) and Service Receipts (to add, view, or modify services received on a PO).
4. Material receipts refer to data associated with items used for work done on site by your company's employees, for example, quantities and lot numbers. When inventory items are received against a PO, the quantities in Inventory are updated, and an inventory transaction is generated. You can also receive materials not tracked in Inventory, but which require a PO. For example, you may order a catered lunch or a new desk, neither of which would be stored in Inventory or tracked by an item number. You would, however, want to track their costs on POs and receipts.
5. Service receipts refer to data associated with any service provided by a vendor or contractor, such as repairs to assets. The service may be performed on or off site. You specify service purchases either in terms of a quantity and a unit cost, or as a single lump sum amount. Whichever terms you use on the service PO must be the same on the corresponding receipt transaction, which you record on the Service Receipts tab.
6. Inspection Status: When an inspection is required upon receipt of an item or service, the following statuses describe where in the inspection process the line item is. You can change an item's inspection status via the Change Inspection Status dialog box.
1. Waiting for Inspection (WINSP) status indicates that the line item is in the process of being received, but has not yet been entered into inventory. The line item is currently being held in a holding location, where it will stay until an inspection is completed. When an inspection has been completed, the line item will go to either WASSET or COMP status, depending on whether or not it is a rotating item.
2. Waiting for Serialization (WASSET) status indicates that the line item is a rotating item that is awaiting serialization (waiting to have an asset number assigned to it). If the line item requires inspection, the inspection has already taken place if its status is WASSET. The item is still located in the holding location, and has not yet been sent to its appropriate storeroom or direct issue location. After the item has been serialized via the Receive Rotating Items dialog box, its status will be COMP.
3. Complete (COMP) status indicates that the line item has been received, and if necessary, inspected and/or serialized. When IMAM changes the status of the line item to COMP, it also creates a transfer transaction, which transfers the item to its appropriate storeroom or direct issue location. If the line item is not rotating and does not require inspection, upon receipt, the status goes directly to COMP.
7. Holding Locations
1. In the Receiving application, items that require inspection and/or serialization go into a holding location before they can be transferred to the appropriate storeroom (or direct issue location).
2. There can only be one holding location per site in IMAM.
3. When you receive an item that requires inspection and/or serialization, it is held in a holding location. The status of the receipt line item is WINSP (Waiting for Inspection) or WASSET (Waiting for Serialization). After inspection/serialization is complete, the status changes to COMP (Complete). IMAM then creates a transfer transaction, where the item is moved from the holding location to its appropriate storeroom (or direct issue location).
8. Select Items for Return:
1. You use the Select Items for Return dialog box to select items already received that you want to return. For example, you may do this if an item that you receive is damaged. When you apply this action to each selected item, a negative receipt will be displayed for each item.
2. To select items for return:

-From the Receiving application, display an approved PO record using the List tab.
-On the Material Receipts tab, click Select Items for Return.
-The Select Items for Return dialog box opens and displays only items that are available to return.
-Click the check box for each item you want to return, or click the check box in the table header to select all of the items.
-Click OK.
-IMAM creates a return transaction for the specified item.
-The Quantity field for each item displays a negative value. You can edit this line to return a partial quantity. If you click on View Details on the material receipt line and then enter a reason for the return in the Rejected Code field.
-Click Save Receipt.
-Note: If you wish to return/reject services, you must create a negative receipt line on the Service Receipts tab. See Receive a Service for more details.
9. Given that IMAM has been installed and configured, recognize the usages of the Invoices application, so that invoices have been explained.


With emphasis on performing the following tasks:
1. Invoices can be entered for both bills and credit memos from vendors.
2. Matching invoices to approved and received POs allows invoices to be approved and routed to Accounts Payable.
3. Invoices can be created by scheduling payments on a PO.
4. An invoice can be entered without an associated PO.
5. Entering the PO number will save data entry.

10. Given that IMAM has been installed and configured, create new or change existing Terms and Conditions records based upon the customer's requirements, so that Terms and Conditions are available for usage on purchasing documents.


With emphasis on performing the following tasks:
1. Start the Terms and Conditions application.
2. To change an existing Term, select a Term from the list or search for a specific Term by using a filter.
3. Change the existing short or long description.
4. Click the Save button.
5. To create a new Term or Condition, click New Row.
6. Name the term and give it a short and long description.
7. Click the Save button.
8. Determine if this term should default to appearing on all POs and use the checkbox as appropriate.
9. Determine if this term should be editable on the records where it is associated and use the checkbox as appropriate.

11. Given that IMAM has been installed and configured, create new contracts in multiple contract applications, so that contracts are created and maintained.


With emphasis on performing the following tasks:
1. Understand the different contract applications and contract types:
1. The Master Contract application is used to establish overall terms and conditions which are agreed upon with a supplier company and can then apply to other associated contracts which are generated from the Master Contract.

-The Master Contract application is used to associate many types of contracts for the same company. A Master Contract defines the relationship with a company that applies to the contracts associated with it. Detailed information about a contract's terms and contact information can be provided.
-The Associated Contracts tab lists list all of the children contracts that are linked, or associated to a Master Contract. A Master Contract can have one or more child contracts.
-In order for a contract to be associated with a Master Contract, it must be generated from within the Master Contract application.
-Create a contract.
-From the Master Contracts application, click New.
-Fill in contract information and vendor, properties, and terms and conditions.
-Click Save.
-Click Change Status to Approved (APPR).
-Select Action, Create Associated Contract.
2. -Fill in associated contract information and click OK.The Purchase Contracts application is used to create, view, and modify purchase agreements with outside suppliers. On the contract, items or services provided, their costs, shipping and handling, expected delivery times, financial terms, and vendor information can be specified.
3. When a standard purchase contract is used, IMAM allows the creation of a PO, but before the purchase contract can be approved, at least one site must be authorized.
4. Use the Purchase Contracts application to create the following contract types:

-Price contracts - generally used for Materials; this contract type defines agreed upon prices. Replenishment will use price contracts. Price contracts let you create one or many standard POs.
-Blanket (volume) contracts - this contract type can contain a pre-determined amount to spend over time. This contract type can either have specific lines or not. This contract type is typically used for services that have many statements or authorizations. This contract type lets you create Release POs.
-Purchase contracts - typically used for Services; this contract type lets you create one or many standard POs.
-Software license contracts
- Create a contract
-From the Purchase Contracts application, click New
-Fill in contract information and vendor, properties, and terms and conditions
-Click Save
-Select Action, Associate Sites to select the authorized site(s)
5. -Click Change Status to Approved (APPR) You use the Lease/Rental Contracts application to define the overall terms and conditions of an agreement between a vendor and a customer regarding one or more rotating assets. A rotating asset is an asset that is interchangeable, such as a motor, pump or laptop computer. Rotating assets have both an asset number and an inventory item number. Having an asset number as well as an inventory item number lets you track the asset as it moves from an operating location to a storeroom and back to an operating location.

-The Lease/Rental application is designed to track the lease or rental of real assets. Lease/Rental does NOT have the capability to generate POs.
-Tabs include:
-Contract Lines: to associate one or more rotating asset or location to the contract.
6. -Associated Assets: to retrieve a list of all locations or assets that is associated with a contract.The Labor Rate Contracts application is used when there is a need to do time reporting for outside contractor work. Labor Rate Contracts define labor rates for crafts, skills, and optionally, labor records. With the Labor Rate Contracts application, outside labor and their rates can be managed. When craft or skill records are referenced on a labor rate contract, records created and maintained in the Crafts application can be referenced, but individual rates can also be applied in a labor rate contract. Individual labor records can also be associated with a labor rate contract.

-Tabs include:
-Rate Schedule: to apply and maintain standard rates for crafts and skill levels.
7. -Associated Labor: to create and maintain a list of all human assets associated with a contract, with a breakdown of their labor group, craft, skill level, and applicable rates.The Warranty Contracts application is used to track warranty contracts. A warranty contract defines the agreement to maintain one or more assets with an outside service provider and tracks warranty information for assets and locations by time or meter.

-Tabs include:
-Contract Lines: to specify the warranty coverage, including duration and/or meters, or the service provided.
-Associated Assets: to retrieve a list of all locations or assets those are associated with a contract.Contract Revisioning.
2.
1. Contracts (except for Warranty Contracts) can be Revised. You use the Revise Contract dialog box to create a revised version of a contract. You can create multiple revisions of a contract. The Revision field of the contract indicates the number of times a contract has been revised. When you insert a new contract record, the revision number is zero. As you make revisions to the contract, IMAM inserts the next consecutive number in the Revision field.
2. A contract must have an Approved (APPR) status before you can revise it.


Section 5: Work Management(part 1)

1. Given that the IBM Maximo Asset Management V6.2 (IMAM) software has been installed and configured, list the internal statuses through which a work order can move in a typical work order process lifecycle, so that Work Order statuses have been explained.


With emphasis on performing the following tasks:
1. A work order's status indicates where the work order is in the work order process.
1. Waiting on Approval (WAPPR): Requested work is waiting for approval. Default status for records created in Work Order Tracking (WOT).
2. Approved (APPR): Status indicates the work order has been approved and the work can begin.
3. Waiting on Materials (WMATL): Status indicates materials must arrive before the work can be performed.
4. Waiting to be Scheduled (WSCH): Work Order has been planned and is waiting to be scheduled for work. Default status for work orders you generate from Preventive Maintenance (PM) and Condition Monitoring records.
5. Waiting on Plant Condition (WPCOND): Status indicates the work will be performed when the plant's condition makes the work possible.
6. Completed (COMP): Status indicates all required work has been completed.
7. In Progress (INPRG): Status indicates work is in progress or has been initiated. Default status for work orders you create in Quick Reporting (QR).
8. Closed (CLOSE): Status finalizes the work order. When a work order is closed the work order becomes an historical record.
9. Cancelled (CANCEL): Status indicates the work will not be performed. If the work order has already been initiated or actuals have already been reported, you cannot change its status to CAN. When a work order is cancelled the work order becomes an historical record.

2. Given that the IMAM software has been installed and configured, define the standard services a company may utilize in the Service Items (Service Catalog) application, so that standard services are made available for use on the Plans tab in the Work Order application or to create Service Groups.


With emphasis on performing the following tasks:
1. Standard services are services such as grounds maintenance, janitorial services, or freight, for which a company may maintain a vendor catalog.
2. You use the Service tab in the Service Items application to view or manage a list of vendor companies that supply you with service items. The list can include vendors from which you have already ordered, as well as vendors you have not yet used. You can use the historical vendor data to compare vendor prices and delivery information.
3. The Service tab consists of a two-part table window:
1. The top table window displays information fields related to the service.
2. The bottom table window provides vendor and service item information. You use this table window to add or modify information about the vendor and the service items for which you want to create a record.

3. Given that the IMAM has been installed and the basis system data has been setup, define which actions can and cannot be taken utilizing QR versus WOT.


With emphasis on performing the following tasks:
1. Explain the QR application.
2. Explain the WOT application.
3. Explain why QR might be used instead of WOT.
4. Explain which actions can be taken in QR that cannot be performed in WOT.
5. Explain which actions can be taken in WOT that cannot be performed in QR.

4. Given that the IMAM software has been installed and configured, define the job plans a company may utilize so that Work Plans can be created in Work Orders and PMs that are based upon standardized Job Plan templates.


With emphasis on performing the following tasks:
1. A job plan is a template, with detailed description of work to be performed on an asset, item, or location.
2. The Job Plans application is used to create, view, modify, or delete job plan records.
3. A job plan typically includes procedural descriptions and lists of estimated labor, items and materials, services, and tools to be used on the job.
4. A job plan that does not have an Organization or Site specified for it may be used on any work order. If the job plan has an Organization and/or Site specified, then it can only be used for work orders for that Organization or Site.
5. Defining a Job Plan consists of the following steps:
1. Defining the tasks by breaking the job down into steps in the Job Plan Tasks table window.
2. Defining the labor craft/skills and hours on the Labor subtab.
3. Defining the materials needed on the Materials subtab.
4. Defining the services needed on the Services subtab.
5. Defining the tools needed on the Tools subtab.
6. A Job Plan record can have one of the following statuses:
1. DRAFT. Default status for new records. Job plan is still being created and has not yet been approved for use on work orders. Job plan records with a status of DRAFT cannot be associated with PMs, routes, or work orders.
2. ACTIVE. Job plans that have been approved for use on work orders. A job plan record must be active to be associated with PMs, routes, or work orders.
3. INACTIVE. Job plans that are no longer required, for example one that has been replaced by a different job plan. Inactive job plan records do not appear in select value lists. Job plan records with a status of INACTIVE cannot be associated with PMs, routes, or work orders.Before you can change the status of a job plan record to INACTIVE, the following must be true:

-The job plan cannot be referenced on any PMs.
-The job plan cannot be referenced on any route
-NOTE: When you are searching for a job plan to apply to a work order, job plans that have a status of DRAFT and INACTIVE will not be visible.
5. Given that the IMAM software has been installed and configured, define the safety information that a company may utilize so that Work Orders contain important related safety information.


With emphasis on performing the following tasks:
1. The Safety module tracks safety information, which then can be supplied to workers after it is associated with work order, asset, location, and item records. This includes information that a company might be required by law to provide to workers.
2. The Safety module consists of the following applications:
1. Hazards Used to define hazards that exist in the workplace and define how to eliminate or mitigate them.
2. Lock Out/Tag Out Used to create a detailed description of how to eliminate hazards associated with related assets or locations.
3. Precautions Used to define precautions that can be taken to mitigate hazards in the workplace.
4. Safety Plans Used to create a detailed plan of how to service assets or locations safely.
3. The Hazards and Precautions applications are used to create generic lists of possible hazards that exist in the workplace and possible precautions that can be taken to mitigate them. These lists then are used when adding safety information to assets, locations, and item records, and when creating safety plans. You associate hazards with assets in the Assets application and with locations in the Locations application. You associate hazards with item records in the Item Master application.
4. The Lock Out/Tag Out application is used to create specific procedures to be applied to specific assets or locations. These procedures describe how to eliminate a specific hazard. They might be as simple as turning off electrical current to an asset, or as complex as shutting down a nuclear reactor.
5. All the safety information is brought together in the Safety Plans application, where you can define the safety information necessary to provide a safe work environment. By identifying hazards, precautions to be taken against those hazards and any specified Tag Out procedures for the asset or location, as much safety information as possible can be provided to maintenance personnel.
6. Safety plans are associated with job plans via the work assets listed on the job plan. Safety plans can be listed on a work order manually, or can be copied automatically when the combination of a work asset (asset or location) and a job plan requires a safety plan. The job plan information can be copied to the work order from either a PM record or a route that is associated with the work order, or be manually applied to the work order.

6. Given that the IMAM software has been installed and configured, create a Master PM that is time and/or meter based to be used as a template to generate associated PMs and to update associated PMs so that associated PMs based on the information in the Master PM can be created and updated.


With emphasis on performing the following tasks:
1. Regular inspections and PM can help reduce the number of emergency work orders that are generated at a company. The Master PM application is used to create Master PM records which are used as templates to create other PM records.
2. Master PMs can be created for PM or inspection tasks.
3. Master PM records can also be created for rotating items, which can be used to create associated PM records for assets that have the rotating item listed on their record.
4. Perform the following tasks to create a time/or meter based Master PM: #Click Master PM application in the PM module.
1. To create a new Master PM, click the New icon.
2. Specify a name and a description for the Master PM.
3. Select an item number.
4. De-select ?Create Associated PMs for Item's Location? (if applicable).
5. De-select ?Create Associated PMs for Item's Asset? (if applicable).
6. Select a work type.
7. Assign Work Order Priority.
8. Enter a lead time (if applicable).
9. Click the Frequency tab.
10. To create a time based Master PM; setup the information on the Time Based Frequency tab.
11. To create a meter based Master PM; setup the information on the Meter Based Frequency tab.
12. To set the Active Days, setup the information on the Seasonal Days tab.
13. To set the Active Dates, setup the information on the Seasonal Days tab.
14. 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.

- Click the Save button.
-Create associated PMs:
-Select Create Associated PMs from the Action menu.
-Select the check boxes as required on the Asset and/or Location tab.
-Select the OK button.
- Update associated PMs:
-Adjust details of the Master PM as required.
-Select Update Associated PMs from the Action menu.
-Select the check boxes as required.
-Select the OK button.Associated PM records are records for specific assets or locations that are created from a Master PM or contain a reference to the Master PM. For example, you could create a master PM for regular oil changes for a certain model truck. Using that master PM, you could then create one associate PM for each truck of that model in your fleet. Associate PMs can be created in two ways:
5.
1. Create associate PMs from a master PM using the Create Associated PMs action.
2. Associate existing PMs with a master PM by entering an identifier in the record's Master PM field.
6. A Master PM can be used to update associated PMs. When you use the Update Associated PMs action to update PM records, you can select which Sites you want to update. IMAM updates the associated PMs if the PM references the Master PM and the Override Updates from the Master PM? check box on the associated PM record is cleared. NOTE: IMAM only updates PMs for an asset or location if the meters on the asset or location record match all of the meters listed on the Master PM.
7. IMAM copies information from the Master PM to the associated PM under the following conditions:
1. If the Update Existing PMs? check box on the Frequency tab of the Master PM is selected, IMAM copies the values from the Extended Date and Adjust Next Due Date? fields to the associated PM.
2. If the Update Time Based Information on Existing PMs? check box on the Time Based Frequency subtab of the Master PM is selected, IMAM updates the Frequency, Frequency Units, and Alert Lead (Days) fields.
3. If the Update Meter Based Information on Existing PMs? check box on the Time Based Frequency subtab of the Master PM is selected, IMAM updates the Frequency, Alert Lead, and Generate WO Ahead By fields.
4. If the Update Existing PMs Seasonal Dates? check box on the Seasonal Dates tab of the Master PM is selected, IMAM updates seasonal date information.
5. If the Update Job Plan Sequence in Existing PMs? check box on the Job Plan Sequence tab of the Master PM is selected, IMAM updates the job plan sequence.

7. Given that the IMAM software has been installed and configured, and that locations, assets and routes have been loaded, create a PM, that is time- and/or meter-based so that periodic maintenance and inspections can be performed on an asset.


With emphasis on performing the following tasks:
1. PM work is maintenance work performed on a regular schedule in order to keep assets running efficiently.
2. Use the PM application to create PM records for periodic maintenance and inspections to be performed on an asset. You can list job plans on the PM, which estimate the labor, materials, services, and tools needed to complete the work. When you generate work orders from the PM, IMAM copies job plan and safety plan information to the work order. You can also group PMs into hierarchies that match your asset or location hierarchies. When you generate work orders from the PM, IMAM creates a work order hierarchy from the PM hierarchy.
3. Use the Frequency tab to specify how often work orders should be generated from a PM. A frequency for a PM must be specified before IMAM can use it to generate work orders. PMs can be created to generate work orders based on elapsed time between work orders, or meter readings, or both. Typically PMs for assets measure both elapsed time between work orders and changes to meter readings. Although locations also support meters, typically PMs for locations are based solely on elapsed time between work orders. The Frequency tab contains two subtabs:
1. Time Based Frequency. Used to define the Frequency Units (days, weeks, months, and years) and Frequency that should be used when generating time based PM work orders.#Meter Based Frequency. Used to select one or more Meter and the criteria that determine when PM work orders should be generated based on meter readings.
4. The Seasonal Dates tab is used to specify the active days, dates, or seasons for a PM. You can list multiple active periods. When IMAM generates PM work orders, it checks the active dates listed on the Seasonal Dates tab. CAUTION: IMAM only considers seasonal dates for PMs that are time based. Meter based frequencies are not affected by seasonal dates.
5. The Job Plan Sequence tab is used to specify the order that job plans should be applied to PM work orders. The value in the Sequence field indicates that IMAM should use the job plan every Nth time that work orders are generated, where n = the sequence number. For example, if you have a job plan for monthly maintenance and a different job plan to be used once a quarter, the sequence for the monthly job plan would be "1" (every month) and the sequence for the quarterly job plan would be "3" (every three months).
6. The Routes application is used to create lists of related work assets, which are considered .stops. along the route. These route stops can be assets or locations, or a combination of the two. When you list a route on a PM record and generate work orders, IMAM creates a work order hierarchy with a top level work order, and child work orders for each of the route stops.
7. IMAM uses values between 0 and 999 to indicate priority for work orders, assets, and locations. Since PM is designed to reduce corrective work orders, the priority values set for PM records should be higher than the values used for corrective maintenance.
8. When you generate work orders from a PM, IMAM checks the frequency criteria and determines if a work order should be generated. If the frequency criteria have not been met, no work orders are generated. If the asset or location does not have a status of ACTIVE, no work orders are generated. If the frequency criteria have been met, IMAM creates PM work orders, which can be viewed and managed using the WOT application.
9. A PM record can have one of the following statuses:
1. DRAFT. Default status for new records. PM is still being created and has not yet been approved for use. PM records with a status of DRAFT cannot be used to generate work order records.
2. ACTIVE. A PM record must be active before it can be used to generate work orders.When you change a PM.s status to ACTIVE, IMAM automatically checks to make sure that the asset or location listed on the PM is in a status of either NOT READY or ACTIVE. You cannot change a PM status to ACTIVE if the asset or location listed on the PM is DECOMMISSIONED.
3. INACTIVE. PM records with a status of INACTIVE cannot be used to generate work orders.
10. When you change the status of a PM record that is the top level of a PM hierarchy, you can also change the status of all of the records in the hierarchy by selecting the Roll new status to all child PMs? check box in the Change Status dialog box.
11. Perform the following tasks to create a time- or meter-based PM:
1. Click PM application in the PM module.
2. To create a new PM click the New icon.
3. Click the Frequency tab.
4. To set a time based frequency, 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 PM frequency is based on completion date.
-Enter an Estimated Next Due Date.
5. -Enter an Alert Lead (Days) (if applicable).To set a meter based frequency, 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 PM frequency is based on completion date.
6. -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.

-Select the Seasonal Days tab.
7. -De-select the days as applicable.To set the Active Dates.

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

-Select the New Row button.
-Assign a job plan.
-Assign a sequence number.
9. -Repeat steps A to C as required.Click the Save button.
10. Click the Change Status button, and select Active.
12. Perform the following tasks to organize an existing set of PMs into a hierarchy so that the PMs are linked together.
1. Click PM application in the PM.
2. To create a new PM click the New icon or add to an existing PM record.

-Select a PM using search techniques if applicable.
-Select the PM Hierarchy tab.
-Select the New Row button.
-Select a PM from the PM lookup icon.
-Repeat previous two steps to create another level in the PM hierarchy.-Select the Move To option from one of the child PMs.
3. -Repeat the above steps as applicable.Click the Save button.
13. Perform the following tasks to 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.
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 the previous 3 steps as required.
8. Click the Save button.
14. Perform the following tasks to create a new PM and a new route so that a new PM and route exists and is ready to be generated into a work order.
1. Create a new PM.#To create a new route:

-Hyperlink from the Route field to the Route application.
-Select the New button.
-Enter a route name and description.
-Select the correct option according to the clients business needs for the ?When this Route is applied to a Work Order, the Route Stops will become? option.
-De-select the ?Route Stops Inherit Status Changes? (if applicable).
-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).-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).
-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).Perform the following tasks to generate a set of active PM records into work orders according to the schedules and an email is generated.
15.
1. Manually generate a PM.

-Query from the List tab; all PMs to be included.
-Select Generate Work Order option from the Select Actions menu.
-Enter the number of days in the ?Generate WOs Due on the Current Date Plus This Number of Days? field.
-Optionally select ?Run Work Order Generation in the Background? check box.-Enter a valid e-mail address in the ?Notification E-mail for Work Order Generation? field.
-Select the OK button.
-Repeat above steps as required.


Section 5: Work Management(part 2)

1. Given that the IMAM software has been installed and configured, create service requests to record request for information, maintenance and service so that service requests can be managed to completion.


With emphasis on performing the following tasks:
1. The Service Requests application is used to record requests for information, maintenance and service. A Service Request is used to record a customer request or issue.
2. The records created in the Service Requests application are all ticket records, and are stored in the TICKETS table. Every ticket record has a status that indicates its position in the ticket life cycle. After you change a ticket's status, IMAM records the date and time of the status change, and lets you record a memo.A ticket record can have one of the following statuses:
1. NEW. Default status for new ticket records. You cannot change a ticket status back to NEW once its status has been changed.
2. QUEUED. A ticket's status changes to QUEUED when ownership is given to a person or group (a value exists in the Owner or Owner Group field).
3. INPRG. In progress. Someone has taken ownership of the ticket and is working on it. When you change the status of a ticket to INPRG IMAM enters a value in the Actual Start field.
4. PENDING. Status for tickets that are waiting for some external action (for example response from user, vendor response, parts on order, and so forth).
5. RESOLVED. Indicates that a solution or service has been provided. When you change the status of a ticket to RESOLVED IMAM enters a value in the Actual Finish field. If necessary, you can reopen a ticket and change the status from RESOLVED back to QUEUED, INPRG or PENDING.
6. CLOSED. The ticket becomes a history record and cannot have its status changed again. You must use the Edit History action if you need to edit the ticket.The Asset Site field will default to the Site listed on the person record of the Affected Person.
3. The Service Request application contains a Log tab, which allows you to create and view the Work Log and the Communications Log for a record. Both the Work Log and the Communications Log provide a means of communicating information about a ticket or work order. IMAM makes the entries in the Communications Log, which is used to maintain a record of e-mail communications created from the record via the Create Communication action.
4. The Service Request application includes a Start Timer and Stop Timer button in the toolbar. It is used for capturing actual labor hours.
5. The Service Request application contain a Related Records tab, which allows the user to view all of the tickets and work orders that have a relationship to or provide additional information about the record you are viewing. A single record can be related to many other records.
6. Use Reported Priority to indicate priority of the service requests as determined by the person making the request or reporting the issue. Use Internal Priority to indicate the priority of the service request as determined by the service desk agent.
7. You can classify service requests by entering a value in the Classification field on a record. Entering a Classification on a ticket can help limit the number of duplicate tickets that are entered in the system. You can use the Show Similar Tickets action to search for tickets with the same classification.
8. Individuals or groups can assume responsibility, or "ownership" of a ticket in IMAM. When a group owns a ticket, all members of the group see the ticket in their Work View. Ownership of a ticket is assigned or assumed using the Select Owner and Take Ownership actions. When ownership of a ticket changes from a group to an individual, the ticket no longer appears in the Work View of other group members. When an agent takes ownership of a ticket they are responsible for managing the ticket until it is resolved (that is, service is restored to the customer or business unit), or the ticket is delegated to another group or person.
9. Perform these steps too create a service request from the Create Service Request application:
1. Click the Create Service Request link in either the Service Desk Actions portlet or from the Go To menu.

2. The Create Service Request page appears. Information contained in your user profile may be copied to the record automatically.Enter a description of the service request in the Summary and Details fields.
3. If appropriate, enter a Classification for the service request by clicking the Detail Menu button to select an option from the menu and retrieve a classification value.
4. If appropriate, click Attach File or Attach Web Page to attach documents outside of IMAM to the service request.
5. Click Submit. A dialog box appears displaying the number of your service request.
6. Click one of the following:

- View Details, to view the details of the service request you just created.
-Return to Start Center, to return to your start center.
-Create Another Service Request, to return to the Create Service.
2. Given that the IMAM software has been installed and configured, and assets have been set up, create work orders to record the details of work that needs to be performed so that maintenance, operations and service work can be planned and managed to completion.


With emphasis on performing the following tasks:
1. The WOT application is used to record the details of work that needs to be or was performed.
2. Perform the following to add tasks to a work order so that the result is a work plan available for approval before any work is started.
1. Open the Work Order application.
2. Enter the following data:

-Description
-Asset or Location
3. -Work TypeSave 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, materials, tools, or services that are related to this task. Save the record.
8. Repeat the above process for any subsequent tasks.
3. Perform the following to 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.
1. Open the Work Order application.
2. Enter the following data.

-Description
-Asset or Location
3. - Work TypeSave 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.
4. Perform the following to detail how actual labor is reported so that all parties may enter their own labor time to an existing, appropriate work order without having to access the Work Order.
1. Open the Labor Reporting application and click the New Row button.
2. Enter the following data:

-Labor ID
-Craft
-Start time / hours
-Rate
3. -Work orderSave 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.
5. Reporting actual costs incurred against work orders can be captured for labor, materials, tools, and services.

3. Given that the IMAM software has been installed and configured, and assets have been set up, create work order hierarchies arranged in parent-child relationships so that a work order hierarchy is established.


With emphasis on performing the following tasks:
1. Each child work order can have one or more children. A child work order can have only one parent. The lowest level of any branch of the hierarchy is usually the task level containing the steps that are defined in a work plan or job plan.
2. Work order hierarchies let you view work order costs individually and as part of the project totals. You can view the actuals for the parent, as well as the combined totals of the parent and all its child work orders via the View Costs action.
3. The Parent WO field on the Work Order tab displays the parent work order. You can navigate to the parent work order by clicking the Detail Menu button next to the Parent WO field. If the work order is a top-level work order, or is not part of a hierarchy, this field will be blank. The Children table window displays any child work orders associated with the work order.
4. Work order hierarchies are created in a number of different ways including:
1. Creating children on the Plans tab via the New Row button on the Children table window
2. Associating existing work orders with a parent via the Select Work Orders button
3. Associating existing work orders with a parent via the Assign to New Parent action
4. Applying a route to a work order
5. Generating a work order hierarchy from a PM hierarchy
6. Adding tasks to a work order on the Plans tab via the New Row button on the Tasks table window

4. Given that the IMAM software has been installed and configured, and calendars, assets, locations and labor records have been set up, assign work so that a work order can be processed.


With emphasis on performing the following tasks:
1. The Assignment Manager application is used to prioritize and assign work to laborers.
2. There are three ways to assign future work to a laborer in the Assignment Manager application:
1. Click a date with available hours in the laborer's calendar in the Labor List.
2. Click a labor code, and then click Assign Labor in the toolbar.
3. Click a labor code, and then select Assign Labor from the Select Action menu.

5. Given that IMAM has been installed and the basic system data has been set up, labor hours, material use, services and tool use are registered on work orders, so that actuals are reported.


With emphasis on performing the following tasks:
1. Actuals can be reported in the WOT, Labor Reporting and QR applications.
2. Actuals can be reported for Labor Hours, Material Use and Tool Use.
3. Actual Labor Hours can be reported using the Labor Reporting, QR and WOT applications.
4. Actual Labor can be reported selecting multiple Labor records, Planned Labor or individual Labor.
5. Actual Tool Use can be reported using the QR and WOT applications.
6. Actual Tool Use can be reported selecting planned Tools or individual Tool Use.
7. Actual Material Use can be reported using the QR and WOT applications.
8. Actual Material Use can be reported selecting multiple Items, Reserved Items, Asset Spare Parts or as individual materials.
9. Actual Services can only be reported when receiving services in the purchasing module, after the work order has been approved.
10. Actual Labor Hours, Labor Cost, Material Cost, Tool Cost, Service Cost and Total Cost can be compared to the Current Estimate and Estimate at Approval, for Work Order Totals and the Hierarchy Grand Totals.


Section 6: Reporting

1. Given that IBM Maximo Asset Management V6.2 (IMAM) has been installed and configured, define and create a KPI, so that the KPI meets the customer's requirements.


With emphasis on performing the following tasks:
1. Create a KPI from an application.
1. Click Create KPI Option on the Maximo toolbar.
2. Enter a unique name in the KPI Name field. You can also enter a description in the Description field. To enter a long description, click Long Description.
3. Select a Calculation Type, either decimal or percentage.
4. Enter the selection criteria in the Select field.
5. Enter any parameters, if necessary, in the Where field.
6. Enter values in the Target, Caution At, and Alert At fields. These are the values where the display changes from green to yellow to red. If you enter a low value in the Target field and a high value in the Alert At field, it indicates that a low number is the desired result. If you enter a high value in the Target field and a low value in the Alert At field, it indicates that a high number is the desired result.
7. Fill in any other fields as required. For information about a field, place the cursor in the field and press Alt+F1.
8. Click OK.
2. To create a KPI from KPI Manager:
1. Click New KPI.
2. Enter a unique name in the KPI Name field. You can also enter a description in the Description field. To enter a long description, click Long Description.
3. Select a Calculation Type, either decimal or percentage.
4. Enter the selection criteria in the Select field.
5. Enter any parameters, if necessary, in the Where field.
6. Enter values in the Target, Caution At, and Alert At fields. These are the values where the display changes from green to yellow to red. If you enter a low value in the Target field and a high value in the Alert At field, it indicates that a low number is the desired result. If you enter a high value in the Target field and a low value in the Alert At field, it indicates that a high number is the desired result.
7. Fill in any other fields as required. For information about a field, place the cursor in the field and press Alt+F1.
8. Click Save KPI.

2. Given that IMAM and Actuate have been installed and configured, create a report so that the report can be run and viewed by appropriate users per the customer's requirements.


With emphasis on performing the following tasks:
1. Create a Report in the Maximo Report Administration application.
1. On the MAXIMO toolbar, click New Report. If the Report File Name field is empty, enter a value.
2. Note: Ensure that you enter the exact file name of the report executable. The extension for the file name must be either .rox for reports, .dox for queries, or .vtf for espreadsheets.
3. Enter a description in the Description field.
4. In the Report Run Type field, enter the type of report or click Select Value.
5. In the Application field, enter the IMAM application name that corresponds with this report or click Select Value.
6. Once a value is entered in the Application field and you tab out of this field, the Report Folder field is automatically populated with a value. The Report Folder field defaults to the corresponding Actuate encyclopaedia folder name. The Report Folder is where IMAM stores the file in the report encyclopaedia.
7. You may select the Attach Documents? check box to automatically print the report with the attached documents functionality of that application. Once you select this checkbox, the report always prints with attached documents until you remove the check mark from the Attached Documents? check box.
8. In the Toolbar Location field, enter the location in the toolbar where you want this report to appear as an icon or click Select Value.
9. In the Toolbar Image field, enter the name of the image to appear on the toolbar as the icon for this report or click Select Value.
10. In the Toolbar Sequence field, enter a numerical value indicating the sequence of this icon in relation to the other quick link icons in the Maximo toolbar.
11. Click Save Report.
2. Add a Report to the Actuate Report Encyclopaedia.
1. After you create a report, as the Report Administrator you must complete both of the following actions in order for the end user to run the report:

-Delete the existing executable from Management Console -Place the new report executable file into the Encyclopaedia Follow the instructions below to complete these tasks:
-In Actuate, open Management Console.
-Select Files & Folders from the Side Menu.
-Go to the folder that contains the old version of the report executable (.ROX) file, if one exists.
-Place your cursor over the arrow icon to the left of the report (for example, inventory_balance_tbl_act). Click Delete to delete the existing report executable.
-To delete this file, click OK when prompted. The report executables reappear. NOTE if you do not delete this report, multiple versions of the same report open in the Encyclopaedia.
-The Report Executables reappear. Click Add File.
-Type the name of the report in the File field; or click Browse to select it.
-Click Upload to upload the file to the Encyclopaedia. The General tab appears.
-If you want to save your changes and return to the list of Files & Folders, click OK.


Section 7: Integration

1. Given that IBM Maximo Asset Management V6.2 (IMAM) has been installed and configured, complete activities and steps outlined in the Maximo Enterprise Adapter (MEA) System Administrator Guide, so that the MEA is configured for use.


With emphasis on performing the following tasks:
1. Configure Integration Administration.
2. Configure and Enable JMS Queues.
3. Create Interface tables.
4. Configure Data Export Feature.
5. Configure Data Import Feature.
6. Process Error Management.
7. Customization with Processing Rules.
8. Customization with User Exits.

2. Given that IMAM has been installed and configured, utilize appropriate IMAM applications and functionality, so that integration objects have been created.


With emphasis on performing the following tasks:
1. On the Maximo toolbar in the Integration Objects application, click New Integration Object.
2. Enter a name in the Integration Object field. The name must begin with an alphabetic character.
3. Enter a description in the Integration Object Description field. To enter additional information, click Long Description. @If you are creating a merged integration object, select the Merged Object? check box.
4. In the Source Maximo Business Objects (MBOs) table window, click New Row. The Row Details open.
5. Select one of the following actions:
1. To add the primary (top-level) MBO to a standard integration object, enter a value in the MBO field or click Select Value. If the MBO will be accessed by an alternate key, enter that value in the Alternate Key field. Do not enter values in the Parent MBO and Relationship fields. You must enter the primary MBO before you enter child MBOs.
2. To add a child MBO to a standard integration object, enter values in the MBO, Parent MBO, Relationship and, optionally, Alternate Key fields, or click Select Value. If necessary, override the value in the MBO Order field.
3. To add a MBO to a merged integration object, enter a value in the MBO field or click Select Value. If the MBO will be accessed by an alternate key, enter that value in the Alternate Key field. Do not enter values in the Parent MBO and Relationship fields.
6. If required, update the persistent, non-persistent, and User fields to be included in the integration object.
7. If you will use Interface tables or flat files to exchange data between IMAM and an external system, review the field names within the integration object to determine if duplicates exist or if field names exceed 18 characters. If they do, modify the Alias attribute for these fields. Ensure that all field names are unique within an integration object and none exceed 18 characters; otherwise, the generation of Interface tables or flat files will result in errors. Use the Database Configuration application to modify the Alias attribute.
8. Click Save Integration Object. IMAM saves the integration object.

3. Given that IMAM has been installed and configured, utilize appropriate IMAM applications and functionality, so that Integration Interfaces have been created.


With emphasis on performing the following tasks:
1. In the Integration Interfaces application, click the Interface tab.
2. On the Maximo toolbar, click New Interface. Enter a unique value in the Interface field. The name must begin with an alphabetic character. IMAM sets various default values, including the value of the Operation field.
3. Enter a description in the Interface Description field. To enter additional information, click Long Description.
4. If the interface is not within the MAXIMO adapter (the default adapter), enter a value in the Adapter field or click Select Value.
5. If you are entering an interface for an internal type adapter, enter a value in the Integration Object field or click Detail Menu to select an option and retrieve a value. For internal type adapters, IMAM populates the Interface Table field with a default table name, which you can change.
6. Associate any inbound integration points with the interface.
7. Associate any outbound integration points with the interface.
8. Click Save Interface. IMAM saves the interface.

4. Given that IMAM has been installed and configured, utilize the appropriate IMAM applications and functionality, so that an External System is setup.


With emphasis on performing the following tasks:
1. In the External Systems application, click the System tab.
2. On the System tab, click New External System.
3. In the System field, enter a unique system identifier.
4. Enter a description in System Description field. To enter additional information, click Long Description.
5. In the Adapter field, enter a value or click Select Value.
1. If the external system will send outbound messages from IMAM, perform the following actions:
6. Enter a value in the Outbound Sequential Queue field, or click Select Value.
7. Enter a value in the End Point field, or click Select Value. Depending on the end point you specify, the application might display end point properties that you must define. If it does, perform one of the following actions:
1. Specify EJB Handler Property Values.
2. Specify Flat File Handler Property Values.
3. Specify HTTP Handler Property Values.
4. Specify Interface Table Handler Property Values.
5. Specify JMS Handler Property Values.
6. Specify Web Service Handler Property Values.
7. If the external system will receive inbound messages into IMAM, enter a value in the Inbound Sequential Queue field and/or the Inbound Continuous Queue field, or click Select Value.
8. Update the inbound and outbound interfaces and interface control values for the system.
9. To enable the external system, select the Enabled? check box.
10. Click Save External System. IMAM saves the external system.
 


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