Course Description

Workflow using IBM Maximo Asset Management 7.1 provides robust functionality that allows you to automate your work processes related to any application and record type. This 4-day instructor-led course provides solid concepts that enable you to start developing your own workflow processes. Through lab exercises you gain hands-on experience with all related development and security applications. If your workflow processes are developed by consultants, this course will facilitate working with those consultants to obtain the optimal value from the product. This course is not intended to teach you how to redesign your business processes. However, a workflow implementation methodology is used throughout the course and can act as a guide for your workflow implementations.

Who Will Benefit From This Course

This is an intermediate course for Workflow managers, implementation team members, Asset Manager administrators, and individuals evaluating IBM Maximo Asset Manager Workflow for use in their organization.

Skills Taught

After completing this course, you should be able to:

  • List the benefits of using Workflow to automate the business process for service requests, work orders, purchase requisitions, and purchase orders
  • Create a new Workflow process by adding nodes and using the Workflow Designer application to connect them
  • Use security functionality to create data needed for assignments, notifications, and application access
  • Develop escalations to reassign tasks and to automatically initiate Workflow processes
  • Configure additional information and records to be used with Workflow processes, such as notifications, roles, and actions
  • Start a Workflow process on a work order and on a service request
  • View in-progress workflows
  • Use the Workflow Inbox to access and perform task assignments
  • Stop processes and reassign tasks using the Workflow Administration application
  • Migrate workflow processes using the Migration Manager

Course Outline

  • Process analysis, including a step-by-step approach to implementing Workflows to automate a business process
  • Creating and validating workflows
  • Implementing the process, including starting Workflow processes, completing assignments, and monitoring a record’s progress through the Workflow process
  • Using the Inbox area on Start Centers to access and manage assigned tasks
  • Setting up security to add person-related and other data used to create roles and application access privileges
  • Developing related records used in conjunction with Workflow processes, such as notifications, roles, actions, and escalations

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