Brian downey maximo scheduler

Maximo Scheduler 7.6.1 and 7.6.2 2015 Releases Brian Downey, Maximo Designer & Architect

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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

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What is Maximo Scheduler

What is Maximo Scheduler

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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

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….

These releases address RFEs

7.6 Delivery Timeline

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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

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New features – Filtering – Sorting

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• Quick filter - all columns searched

• multiple words found in different columns

• All conditions must be met in the filter result (“AND” condition)

• All columns are sortable

• Multi-column sort

• Default 3 with system property to increase

• Ascending/descending

• Press Shift-click for secondary sort column(s)

New features – Undo – Lock Durations

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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

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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

New features – Print – Columns

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Dynamic Column

displayFlexible print options

New features – View all resource availability

• Each resource row now has a corresponding graphical row displaying the availability per shift

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New features – More space to do assigning

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Split into 2 tabs as most of the work is done in the Assignment view

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

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No Queries needed!

• Now the user can select schedule inputs

• SQL expert not requiredSiteid = (select defsite from maxuser where userid = :user) and status != ‘WAPPR’

and (targstartdate <= (sysdate+7) and targstartdate >= (sysdate))

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New Applications

Asset/Location Graphical Scheduling

ALGS

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Use Cases – ALGS

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� 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)

Gantt View

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Work

Resources Load & Availability

Time based view

Wotrack Actions

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New Time based background option

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• 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

Create constraints Graphically

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

Constraints created and CPM performed on selected related tasks

Filter work orders based on selected resources

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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

PM Forecast Cost

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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

Repair Facility Capacity Planning

RFCP

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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

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

• The functionality was inherited from the Labor assignment rules

Work Order Tracking – Assign to Repair Facility

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• Work order tracking – Assignment tab – allows the user to assign the work to one or more Repair Facilities

RFCP - Creating a Work List

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No Queries are needed!

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

- Group all work to be completed for a Mobile Asset in one Parent Work Order

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

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RFCP – Assigning to multiple locations

A Truck may require two bays in a garage where a sedan only requires one

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RFCP - Validation

Schedule Window requirement is not met

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Double booking of a location will show the conflict

Repair Facility Graphical Assignment

RFGA

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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

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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

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Assigned Labor does not meet the

Craft/skill requirement

• Schedule Window requirement is not met

RFGA – Mass Modify Availability

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Modify several People or crews on the same shift

Select multiple days to modify

RFGA - Work View Other Resources

• Asset and Location operation and maintenance schedule

• Item store room availability

• Tool rotating asset availability42

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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