Course Description

IBM Maximo Asset Management 7.1 Fundamentals is a 4-day orientation and hands-on course introducing the powerful features and functionality available in IBM Maximo Asset Management. It is designed to provide the fundamental concepts and setup considerations of the various business areas supported by Maximo.

This course consists of lecture, demonstration, class discussions, and labs covering a wide variety of applications, processes, and interrelationships within Maximo. This course will help clients to make informed business decisions with the design and planning of their implementation. Consultants will gain a foundation upon which to build their product knowledge and skill set and to work with clients to obtain optimal value from the product.

Who Will Benefit From This Course

Project managers, Consultants, and project teams. Client project team members can include:

  • System administrator
  • IT administrator
  • Maintenance personnel
  • Procurement personnel
  • Inventory personnel
  • Asset manager
  • Work manager

Skills Taught

After completing this course, you should be able to:

  • Navigate the user interface
  • Query and retrieve data
  • Describe the asset management lifecycle
  • Enter core data elements and data structures
  • Describe and discuss options available for various applications
  • Describe and use the different Maximo applications and functions as they relate to business processes

Course Outline

  • IBM Maximo Asset Management Overview
    • Asset Management
    • Framework Overview
    • Business Requirements Overview
  • Core Data Setup and Configuration
    • Data Setup Overview
    • Entering and Configuring Organizations and Sites
    • Defining and Organizing the Classification Hierarchy
    • Defining and Entering Locations and Location Hierarchies
    • Entering and Registering Labor and Users
  • Item and Asset Planning and Setup
    • Item and Asset Setup Overview
    • Defining and Setting Up Item and Asset Configurations
    • Entering Assets
    • Associating and Configuring Supporting Asset Data
    • Tracking, Performance Metrics, and Reports
  • Procurement
    • Procurement Process and Setup Overview
    • Requisitioning
    • Purchase Orders
    • Receiving
    • Invoice Reconciliations
    • Tracking, Performance Metrics, and Reports
  • Work Management
    • Work Management Process and Setup Overview
    • Setting Up Job Plan Templates
    • Setting Up Scheduled or Routine Maintenance Activities
    • Creating and Generating Tickets and Work Orders
    • Planning Work
    • Scheduling Work
    • Assigning and Dispatching Work
    • Work Completion and Reporting
    • Tracking, Performance Metrics, and Reports
  • Work Automation
    • Workflow Assignments

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