1. Your first week in Maximo

16 steps

1. Step 1 of 16
   Organization
   The top level of how a company is set up in Maximo. An organization holds the financial rules: base currency, general ledger structure, and many default options that every site under it follows.
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2. Step 2 of 16
   Site
   An operational place that belongs to an organization, like a plant, campus or yard. Most day to day records, including work orders, assets and storeroom inventory, are stored at the site level.
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3. Step 3 of 16
   Location
   A place where an asset sits or work happens, defined by its function rather than the equipment in it. A location stays the same even when the asset inside it gets swapped out.
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4. Step 4 of 16
   Asset
   A physical piece of equipment or property that you want to track, maintain and cost, like a pump, motor, vehicle or HVAC unit. Each asset has its own history of work, costs, meters and failures.
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5. Step 5 of 16
   Asset Hierarchy
   The parent and child relationships between assets, showing what is part of what. Costs can roll up from children to parents.
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6. Step 6 of 16
   Service Request
   A request from anyone in the organization saying something needs attention. A service request is not yet approved work; it gets reviewed and, if valid, turned into a work order.
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7. Step 7 of 16
   Work Order
   The record that authorizes, plans, tracks and costs a piece of maintenance work. It holds what needs doing, on which asset or location, who does it, what parts and tools are needed and what it actually cost.
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8. Step 8 of 16
   Work Order Lifecycle / Status Flow
   The path a work order follows from creation to closure. A common flow is WAPPR (waiting on approval) > APPR (approved) > INPRG (in progress) > COMP (complete) > CLOSE (closed). Other common values include WMATL (waiting on material), WSCH (waiting to be scheduled), WPCOND (waiting on plant conditions) and CAN (cancelled).
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9. Step 9 of 16
   Work Type
   A code that classifies the kind of work. Common examples are CM (corrective), PM (preventive), EM (emergency), CP (capital project) and EV (event). Each organization usually adjusts this list.
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10. Step 10 of 16
    Plans Tab (Planned Work)
    The section of a work order that holds what is expected: tasks, labor, materials, services and tools. Plans are often copied in from a job plan.
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11. Step 11 of 16
    Actuals Tab
    The section of a work order that records what really happened: labor hours, materials issued, services received and tools used. Actuals drive the real cost of work.
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12. Step 12 of 16
    Job Plan
    A reusable recipe for a type of work. It lists the tasks, labor, materials, services and tools needed, so planners do not rebuild the same plan every time.
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13. Step 13 of 16
    Preventive Maintenance (PM) Record
    A record that automatically creates work orders on a schedule based on time, usage or both. It answers 'when should this work happen?'
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14. Step 14 of 16
    Item
    A part or material the organization buys, stocks or uses, like a bearing, filter or gallon of oil. The item is the catalog entry; actual stock lives in storerooms.
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15. Step 15 of 16
    Storeroom
    A location of type STOREROOM that holds stock. Each storeroom keeps its own balances, costs, bins and reorder settings for the items it carries.
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16. Step 16 of 16
    Start Center
    The home page a user sees after logging in. It is made of portlets like result sets, KPIs, bulletin board messages and quick links, and it is assigned through security groups.
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