Chapter 7. Resources 133 7.4 People A person record is a record of an individual who might appear somewhere on a Maximo record, for example, in a Reported By or Affected Person fields on a service request, as a SUPERVISOR on a labor record, or as the value in a Ship To or Bill To Attention field on a purchasing record. You use the People application to create, modify, view, and delete records for individuals. This application stores personal and official information about individuals, such as Maximo users, laborers, asset owners, supervisors, and individuals who receive workflow notifications. Any individual who will be assigned records as part of a workflow process must have a record created in the People application. If workflow processes are created that make assignments to person records, the following fields on the person record should contain a value: Supervisor Primary E- mail Primary Calendar Primary Shift Workflow E- mail Notification You use the Workflow Delegate, Delegate From, and Delegate To fields to indicate time periods when a workflow process should route assignments to a designated alternate, for example when a worker is on vacation. To access the People application, click the application link on your Start Center, or select Go To . Administration . Resources . People. The People application contains the following tabs: List Use this tab to search Maximo for person records. Person Use this tab to add, view, or modify person records. To create a new person record, click the New Person button in the toolbar. At a minimum, you must provide a Person code and then save the record. Almost Tip: As a best practice, workflow assignments should be made to a person group rather than an individual.

134 Certification Study Guide Series: IBM Maximo Asset Management V7.1 every field on the People record is optional. To maximize your searching capabilities, also provide a FIRST NAME, LAST NAME, and PERSON’S SITE. See Figure 7- 8. Figure 7- 8 Create a new person record A person record can have one of the following status values: ACTIVE This status is the default for new records. A person record must be active to be assigned to a labor record or a user record. INACTIVE Inactive person records do not appear in select value lists. Person records with a status of INACTIVE cannot be assigned to new labor records or new user records. You can change the status of a person record by using the CHANGE STATUS action available from the toolbar and the Select Action menu. The status of a person record may not be changed to INACTIVE if any of the following statements is true: 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 for an asset or location.