Chapter 7.5. Person Group

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Chapter 7. Resources 135 The person ID is listed on a ticket record as an OWNER. The person ID is listed on a communications template or a ticket template. The person ID is listed as a SHIP TO or BILL TO contact on a purchasing record. The person ID is listed as a member of a person group. The person ID is listed on an assignment or notification on an active record Person records can be deleted using the Delete Person action available from the Select Action menu. Person records may not be deleted if any of the following statements is true: The person ID is listed on a user record. The person ID is listed on a labor record. The person ID is listed as a SUPERVISOR on other person records. The person ID is listed as a SUPERVISOR on a job plan record. The person ID is listed as a CUSTODIAN or a USER on an asset or location. The person ID is listed on a ticket record as an OWNER. The person ID is listed on a communications template or a ticket template. The person ID is listed as a SHIP TO or BILL TO contact on a purchasing record. The person ID is listed as a member of a person group. The person ID is listed on an assignment or notification on an active record. 7.5 Person Group A Person Group is a list of individuals who might have similar job responsibilities, levels of authority, and security clearances. After you define person groups, responsibility for records such as work orders, tickets, and purchasing records can be assigned to a group rather than an individual. This is useful for records that are time- sensitive because Maximo can determine which member of a group to route a record to based on the person’s calendar and shift. A person group also can receive a record routed by a workflow process. If Maximo routes a record such as a purchase order or a work order to a person group, everyone in the group can receive the record unless the workflow process is configured to send it only to the member whose calendar shows availability. To access the Person Groups application, click the application link on your Start Center, or select Go To . Administration . Resources . Person Groups.

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136 Certification Study Guide Series: IBM Maximo Asset Management V7.1 The Person Groups application ( Figure 7- 9) has the following tabs: List Use this tab to search Maximo for person group records. Person Group Use this tab to create, view, or modify person groups. Figure 7- 9 Person Groups application You use the Person Groups application to create, view, modify, and manage person group records. You associate person records with a person group by creating new rows in the People table window. You use the Alternatives For Table table window to list which person or persons should receive Workflow notifications if the person listed in the People table window is unavailable. If you are creating person group records with similar member lists you can simplify the record creation process by using the Duplicate Person Group action available from the Select Action menu. After a group has been duplicated you can then add or delete members from the new group as needed. Person group records can be deleted by using the Delete Person Group action available from the Select Action menu. Person group records may not be deleted if any of the following statements is true: The person group ID is listed on a work order that is in any status except CLOSED or CAN. The person group ID is listed on a ticket that is in any status except CLOSED or CAN. The person group ID is listed on any activities on a ticket template that has a status of ACTIVE. The person group ID is listed on a communications template or a ticket template.

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