Chapter 7.3. Qualifications

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Chapter 7. Resources 129 To use the option Zero Year to Date Hours from within the Labor application: 1. Display the record whose year- to- date hours you want to reset. 2. Choose Select Action . Zero Year to Date Hours ( Figure 7- 4). The Zero Year to Date Hours dialog box opens. 3. Select one or more types of hours to reset by selecting the appropriate check boxes. 4. Click OK. You use the Zero Year to Date Hours action in the Labor application to reset the year- to- date fields to zero. Typically you would only use this option at the end of the fiscal year. Figure 7- 4 Zero Year to Date Hours action 7.3 Qualifications A qualification is an indication of a particular job skill or specialized training. A qualification is often, but not necessarily, indicated by a license or certificate, signifying proficiency in a particular skill or skills. Certain certificates have expiration dates and those who hold the certificates must renew the certificates periodically. You use the Qualifications application to create records of qualifications and certification requirements for qualifications. After you have created qualification records, you may associate them with labor records in the Qualifications or Labor applications. You may also view qualifications associated with a particular labor code and may renew and change the status of their qualifications. A qualification is often, but not necessarily, indicated by a license or certificate, signifying proficiency in a particular skill or skills. You list qualifications on a labor record to show that the worker has completed general or specific training.

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130 Certification Study Guide Series: IBM Maximo Asset Management V7.1 Examples of qualifications can include: First aid training Safety certifications Journeyman Welder Forklift Operator’s License Master Electrician’s License Journeyman Plumber Certification Heavy Asset Operator’s License To access the Qualifications application ( shown in Figure 7- 5), click the application link on your Start Center, or select Go To . Administration . Resources . Qualifications. The Qualifications application contains the following tabs: List Use this tab to search Maximo for Qualification records. Qualification Use this tab to create, view, or modify a certificate or qualification. Associated Labor Use this tab to add, view, modify, or delete the association between labor codes and the qualification. Note that after a qualification is associated with a labor code, the qualification may not be deleted. Figure 7- 5 Qualification application

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Chapter 7. Resources 131 You use the Qualifications application to create, view, modify, and manage qualification and certification records. If certification is required for a qualification select the Certification Required? check box in the Certificate Information section of the qualification record. Any craft and skill levels that are required for the qualification can be listed in the Required Craft and Skills Levels table window. For example, a 7018 Welder’s certificate would only be issued to a laborer who is a journeyman welder. Tools that require the qualification or certification can be listed in the Tools that Require This Qualification table window. Existing qualifications can be extended or renewed by using the Extend/ Renew Qualification button, located on the qualification row. See Figure 7- 6. Figure 7- 6 Extend/ Renew Qualification button Saved qualifications cannot be deleted, but they can have their status changed to inactive by using the Change Qualification Status button located on the qualification row. See Figure 7- 7 on page 132.

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132 Certification Study Guide Series: IBM Maximo Asset Management V7.1 Figure 7- 7 Change Qualification Status To view the status and renewal history for a qualification, click the View Qualification Status History button located on the qualification row. You may associate a qualification with a labor record from either the Qualifications application or the Labor application. In the Qualifications application, you associate a qualification with a labor record by creating new rows in the Labor table window on the Associated Labor tab. A qualification record can have one of the following status values: ACTIVE This status is the default for new records. A qualification record must be active to be associated with a labor record. INACTIVE Inactive qualification records do not appear in select value lists. Qualification records with a status of INACTIVE cannot be associated with labor records. A Qualification may not be made INACTIVE if it is referenced by an entry in either of the following tables: LaborQUAL ( in ACTIVE Status) TOOLQUAL Qualification records may be deleted by selecting Delete Qualification from the Select Action menu. A qualification record cannot be deleted if it is listed on a labor record or on a tool record. Maximo displays a message if the qualification cannot be deleted.

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