Maximo - Standard Operating Procedures

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Below is a list of standard operating procedures (SOP's) related to Maximo. A project is underway to develop additional SOP's and once they have been completed they will be added to the appropriate category below. Feedback is encouraged and any changes that you would like made to these SOP's should be sent to Erin Sill (emw46).
 

Administration

A1 - Employee Administration **NEW**

Customer Service/ EMCS

C1 - Emergency SR Dispatch
C2 - Pest SR Dispatch

iOS Device and EZMaxMobile Setup

E1 - Setup of an iOS Device
E2 - Setup of Cornell E-mail on an iOS Device
E3 - EZMaxMobile Install and Setup on an iOS Device

FM Procurement Group

P1 - Create a Desktop Requisition in Maximo
- P1a - Create a Desktop Requisition in Maximo for Tools
P2 - Review, Edit, and Submit a Draft Desktop Requisition
P3 - Request for Quotation or to Fill an eShop Cart using PR Application
P4 - Create a Maximo PO from a PR and Place Order
P5 - Receive on a Maximo PO

Preventive Maintenance

PM1 - PM Work Order Status Change Request
PM2 - PM Turn off Process

Reference Information

REF1 - Maximo Facilities Management GL Account Information
REF2 - Maximo SR Classifications, Service Groups, Services
REF3 - Maximo SR and WO Status Definitions
REF4 - How to find WO and PM Info about assets in Maximo
REF5 - Maximo WO Work Types
REF6 - Persongroups
REF7 - Maximo Searching Tips
REF8 - Viewing SR and WO Cost Information in Maximo
REF9 - Maximo Crews
REF10 - Priority Levels
REF11 - SR Classification and Resolution-Closure

FC1 - SR Workflow Overview (non-emergency RMS SRs for FCS)

Trades

T1 - Submit a Material Requisition in EZMaxMobile
T2 - Look Up Material Order Information in EZMaxMobile
T3 - Submit a Material Requisition in Maximo
- T3a - Submit a Material Requisition in Maximo for Consumables
T4 - View and Record Information on a Work Order (EMM)
- SOP T4a - Enter Condition Monitoring Readings on a WO in EzMaxMobile
T5 - EZMaxMobile Offline Functionality **UPDATED**
T6 - EZMaxMobile Work Order Searching Tips
T7 - Enter Labor and Work Logs in Maximo
T8 - Enter Condition Monitoring Readings on a WO in Maximo
T9 - Order Consumable Items in EZMaxMobile

REF T1 - View Floor Plans and Asbestos Survey Information from EZMaxMobile
TRAINING – EZMaxMobile CM Work 1-30-19 **NEW**
TRAINING – EZMaxMobile CM-PM Work 2-5-19 **NEW**

Unit Facility Representatives (UFR's)

U1 - Evaluate and Triage a Service Request
- U1a - Repairs as a Result of Compliance and Related Inspections
- U1b - Fume Hood Hibernation-Un-Hibernation
U2 - Create and Submit a Service Request in Maximo
U3 - Triage Emergency Service Request
U4 - Prepare Internally Issued Service Request
U5 - Complete Work Order on Internally Issued SR
U6 - Submit a Change Order for an Existing SR

Zone Management

Z1 - Evaluate and Triage a Service Request
- Z1a - Repairs as a Result of Compliance and Related Inspections
- Z1b - Fume Hood Hibernation-Un-Hibernation
Z2 - Assign Work Order in WO Tracking - Foreperson
Z3 - Assign Work Order in Assignment Manager - Foreperson
Z4 - Assigning Children Work Orders - Foreperson
Z5 - Receive a Change Order Request
Z6 - Reviewing Unresolved SRs in Maximo