Maximo Scheduler 7.6.1 and 7.6.

2
2015 Releases
Brian Downey, Maximo Designer & Architect
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1
Agenda

• What is Maximo Scheduler

• 7.6 Delivery Timeline
• Scheduler 2015 Focus
– New Graphical Technology
– Usability

• New Applications
– Repair Facility Graphical Assignment
– Repair Facility Capacity Planning
– Asset/Location Graphical Scheduling

• Scheduler 2016 Focus

2
What is Maximo Scheduler
What is Maximo Scheduler

4
7.6 Delivery Timeline
7.6 Delivery Timeline
New applications built on a
new technical foundation
• Repair Facility Capacity
Planning
• Repair Facility Graphical
Assignment
Core Maximo PM costing
• Includes Nested Job Plans
“Scheduler” application name
change
• New name: “Graphical
Scheduling”
Usability enhancements
• Improved Gantt tools and
navigation
New Asset/Location scheduling
application built on a new
technical foundation
• Work Orders and PM forecasts
viewed by asset/location
hierarchy
Multi-tenancy support
Usability enhancements
• Improved Gantt tools and
navigation
These releases address RFEs
Merging functionality to the new
technical foundation
• Graphical Scheduling
• Graphical Assignment
• Dispatch
• Crew Graphical Management
Usability enhancements
• Multi-column sort, search,
and filtering
• Multi-craft/skill display
• Undo / Redo
• Expand / Collapse
• Much more….
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Scheduler 2015 Focus
New Graphical Technology
• Java applets are not used in our new applications
– No need to install and keep up to date the Java plug-ins for your browser
• Java script is now used therefore the user only requires a browser
– Significantly improves user experience

8
New features – Filtering – Sorting

• All columns are sortable

• Multi-column sort
• Default 3 with system property to increase
• Quick filter - all columns searched • Ascending/descending
• multiple words found in different columns • Press Shift-click for secondary sort
• All conditions must be met in the filter column(s)
result (“AND” condition)

9
New features – Undo – Lock Durations
Undo and Redo
• Just like the functionality available
in most word processing
applications
• As long as the user is within a
Gantt view the action history will
be kept to undo and redo changes
Lock/Unlock Durations
• Unlocked is the state in current GA
applet version allowing the user to
change durations
• The Locked state does not allow the
user to change the duration on any
assignment bar in the work list
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10
New features – Print – Columns

Dynamic Column
Flexible
print options display

11
New features – View all resource availability

• Each resource row now has a corresponding graphical row displaying

the availability per shift

12
New features – More space to do assigning

Split into 2 tabs as

most of the work is
done in the
Assignment view

13
New features – Tool Tip

• Tool tips can be viewed by holding down the ALT key and
clicking on the work order bar
• Stays up until user clicks somewhere else on the screen
14
No Queries needed!
• Now the user can select schedule inputs
• SQL expert not required
Siteid = (select defsite from maxuser where userid = :user) and status != ‘WAPPR’
and (targstartdate <= (sysdate+7) and targstartdate >= (sysdate))

15
New Applications
Asset/Location Graphical Scheduling
ALGS

17
Use Cases – ALGS

The Scheduler or Planner requires the ability to view all work and/or
forecasted PMs for one or more Assets for a specified time frame.

The Scheduler or Planner requires the ability to view all work and/or
forecasted PMs for one or more locations for a specified time frame. (Location
Shutdown)

The Scheduler or Planner requires the ability to view specific work and/or
forecasted PMs for a specified time frame. (traditional graphical scheduling
functionality)

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 Gantt View

Time based
Work view

Resources Load &

Availability

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Wotrack Actions

20
New Time based background option

• By default the background will display the Maintenance and

Operational schedules of the Asset or Location
• If flag not checked the calendar shifts available times will be
displayed
21
 Create constraints Graphically

Select multiple rows of related tasks and click the Create constraints icon

Constraints created and CPM performed on selected related tasks

22
 Filter work orders based on selected resources

Select the craft or

crew type in the
resource section
and then click on
the filter icon in the
resource tool bar

Filters work orders

to only those that
require the
resources selected

23
PM Forecast Cost
For all PMs in the
Scheduler the costs are
calculated

Grouped weekly, monthly

and yearly

Routes and nested job

plans will be included in the
costing of Labor, Materials,
Tools and Services

24
Repair Facility Capacity Planning
RFCP

25
Repair Facility
• Garages, sheds, hangars are typical types of Repair
Facilities
– Parent/Child Locations
• Multiple slots or bays can make up a repair facility

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Use case – RFCP
The Facility Manager requires the ability to graphically view and assign
work orders for mobile asset to a Repair Facility for a given period of
time.

– What work orders require Repair Facilities?

– What Repair Facility are available?

• Assign work(asset) to a repair facility/location

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Repair Facility - Work Orders assignments

• Work Order selection is limited to work orders that require a Repair

Facility
• The functionality was inherited from the Labor assignment rules

28
Work Order Tracking – Assign to Repair Facility

• Work order tracking – Assignment tab – allows the user to assign

the work to one or more Repair Facilities
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 RFCP - Creating a Work List
This work list will include all
parent work orders for current
day plus 14 days with a Repair
Facility Required flag set and all
Location Repair Facilities with a
Day calendar and a shift of
24HR, COMP1 or DAY that his
user has access to
No Queries are
- Group all work to be completed needed!
for a Mobile Asset in one Parent
Work Order
30
RFCP - Assignment View

• The Assignment view lists all the Repair Facility in a hierarchical list on the
left side of the screen and the assigned work orders on the right side
• Unassigned work will be displayed in orange and assigned in green
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RFCP - Work View

Work View lists all the work orders brought into this project

32
RFCP – Assigning to multiple locations

A Truck may require two bays in a garage where a

sedan only requires one

33
RFCP - Validation

Double booking of a location will show the conflict

Schedule Window requirement is not met

34
Repair Facility Graphical Assignment
RFGA

35
Use case - RFGA
The Facility Manager requires the ability to graphically view and assign
all the work orders for mobile assets assigned to the Repair Facility and
resources available for a given period of time

The Technician supervisor requires the ability to graphically assign work

for mobile assets coming into his/her location to resources available
within that location

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 RFGA - Assignment View

• The Assignment view lists all

the labor requirements as
orange bars to be assigned to
available labor/crew. Drag
and drop to a labor/crew row;
assigned is green.

• The hours of availability for

each labor and crew will
appear with a white back
ground based on their
calendar and shift – blue
shade marks time away during
shift
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Work View- RFGA

• Dependencies and schedule windows now displayed

38
 RFGA - Multiple Skill selection
• New multi-skilled indicator.

• Select an assignment bar and

the perfect matched labor/crew
are highlighted in dark blue.

• Possible acceptable matches

are a lighter blue shade
– Same craft with higher ranked
skills
– Secondary craft/skill match

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RFGA - Validations
Double booked assignment for a labor/crew

Assigned Labor does not meet the

Craft/skill requirement

• Schedule Window requirement is not met

40
RFGA – Mass Modify Availability
Modify several
People or crews on
the same shift

Select multiple
days to modify

41
RFGA - Work View Other Resources

• Asset and Location operation and maintenance schedule

• Item store room availability
• Tool rotating asset availability
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Yes you Can!
• Can users currently using Graphical Scheduling start using
Asset/Location Graphical Scheduler?
– Yes – if you are not using Optimization

• Can users currently using Graphical Assignment start using Repair

Facility Graphical Assignment?
– Yes – if you are not using Optimization or Dispatching

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Scheduler 2016 Focus
Scheduler 7.6.3 – 4 Applications
• Graphical Scheduling
– Merge GS and ALGS

• Graphical Assignment
– Merge GA and RFGA

• Graphical Crew Management

– New technology

• Repair Facility Capacity Planning

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