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7.1. Resources module
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7.1. Resources module
by Shireen Ahmed, Marcel Laurenz, Maamar Ferkoun, Julio Madeira, Jonathan Baffa, Ja
Certification Study Guide Series: IBM Maximo Asset Management V7.1
Notices
Page ix
Trademarks
Page x
Preface
Page xi
The team that wrote this book
Page xii
Page xiii
Page xiv
Become a published author
Page xv
Comments welcome
Page xvi
1. Certification overview
Page 1
1.1. IBM Professional Certification Program
Page 2
1.1.1. Benefits of certification
Page 3
1.2. IBM Tivoli Software Professional Certification
Page 4
Page 5
Page 6
1.3. Test 000-015: IBM Maximo Asset Management V7.1 Implementation
1.3.1. Job role description and target audience
1.3.2. About the test
1.3.3. Receive your 15% discount when taking the test
Page 7
1.4. Suggested resources for study
1.4.1. Courses
1.4.2. Publications
Page 8
Page 9
Page 10
2. Assets
Page 11
2.1. Assets module
Page 12
Page 13
Page 14
Page 15
2.2. Rotating item
Page 16
Page 17
Page 18
Page 19
2.2.1. Move/Modify Assets
Page 20
2.2.2. Swap Assets
2.2.3. Move/Swap/Modify
Page 21
2.3. Meters
Page 22
2.3.1. Meters and meter groups
Page 23
2.3.2. Condition Monitoring
Page 24
Page 25
2.4. Locations
Page 26
Page 27
2.5. Classifications
Page 28
Page 29
Page 30
2.6. Database Configuration
Page 31
Page 32
Page 33
2.7. Application Designer
Page 34
Page 35
Page 36
3. Preventive Maintenance
Page 37
3.1. Master Preventive Maintenance application
3.2. Preventive Maintenance application
Page 38
3.3. Working with the Master PM
3.3.1. Creating a Master PM
Page 39
Page 40
Page 41
Page 42
3.3.2. Creating associated PM records
3.3.3. Updating associated PM records
Page 43
3.3.4. Deleting Master PM records
3.4. Working with Preventive Maintenance records
3.4.1. Ownership of PM records
Page 44
3.4.2. PM job plans
Page 45
3.4.3. PM hierarchy
3.4.4. PM routes
Page 46
3.4.5. PM alerts
Page 47
Page 48
Page 49
Page 50
4. Inventory
Page 51
4.1. Inventory module
4.2. Initial setup
4.2.1. Units of measure and conversion
Page 52
Page 53
4.2.2. Commodity groups and commodity codes
Page 54
4.2.3. Item sets
Page 55
4.2.4. Organizations settings
Page 56
Page 57
4.3. Inventory applications
4.3.1. Item Master
Page 58
Page 59
Page 60
4.3.2. Service Items
Page 61
Page 62
4.3.3. Tools
Page 63
Page 64
Page 65
4.3.4. Stocked Tools
Page 66
4.3.5. Inventory
Page 67
Page 68
Page 69
4.3.6. Issues and Transfers
Page 70
Page 71
4.3.7. Condition Codes
4.3.8. Storerooms
Page 72
Page 73
Page 74
5. Contracts
Page 75
5.1. Contract module applications
Page 76
Page 77
5.2. Contract status
Page 78
5.3. Working with contracts
5.3.1. Creating contracts
Page 79
Page 80
Page 81
Page 82
Page 83
Page 84
5.4. Using terms and conditions
Page 85
5.4.1. Working with terms and conditions
Page 86
Page 87
Page 88
6. Purchasing
Page 89
6.1. Purchasing module
Page 90
6.1.1. Purchasing and inventory
6.1.2. Internal versus external purchases
Page 91
6.1.3. Line Types
Page 92
6.1.4. Commodity codes
6.1.5. Purchasing and contracts
Page 93
Page 94
6.2. Company records
6.2.1. Multisite and company records
6.2.2. Currency codes
Page 95
Page 96
6.2.3. Exchange rates
Page 97
Page 98
6.2.4. Company records versus company master records
6.2.5. Company records and contracts
Page 99
6.2.6. Company records and purchasing
6.3. Companies application
Page 100
6.3.1. Manage companies
Page 101
6.3.2. Deleting a company
Page 102
6.4. Purchase Requisitions application
6.4.1. Managing purchase requisitions
Page 103
Page 104
6.5. Purchase Orders application
Page 105
6.5.1. Managing purchase orders
Page 106
Page 107
6.6. Receiving application
Page 108
Page 109
Page 110
6.6.1. Rotating items
Page 111
6.7. Request for Quotations application
Page 112
Page 113
6.8. Invoices application
Page 114
6.8.1. Invoice types
6.8.2. Invoice status
Page 115
Page 116
6.8.3. Approving an invoice
Page 117
6.8.4. Create an invoice that contains multiple vendors
6.8.5. Add taxes to the cost of an invoice line item
Page 118
Page 119
Page 120
7. Resources
Page 121
7.1. Resources module
7.2. Labor
Page 122
Page 123
Page 124
Page 125
Page 126
Page 127
Page 128
7.3. Qualifications
Page 129
Page 130
Page 131
Page 132
7.4. People
Page 133
Page 134
7.5. Person Group
Page 135
Page 136
7.6. Crafts
Page 137
Page 138
Page 139
Page 140
8. Work Management
Page 141
8.1. Work orders
8.1.1. Work order status
Page 142
8.1.2. Work plans
Page 143
8.1.3. Job plans
Page 144
Page 145
Page 146
Page 147
8.1.4. The Move/Swap/Modify actions
Page 148
Page 149
Page 150
8.1.5. Work order ownership
Page 151
8.2. Work order flow control
8.2.1. Process flow
Page 152
8.2.2. Flow control
Page 153
8.2.3. Flow action
Page 154
8.3. Plan labor and crafts
Page 155
8.3.1. Work plans
Page 156
8.3.2. Activities and Tasks application
Page 157
8.4. Failure class
8.4.1. Hierarchy
Page 158
8.4.2. Assets and locations failure class
Page 159
8.4.3. Work order problem code
Page 160
8.5. Safety module
Page 161
8.5.1. Hazards
Page 162
8.5.2. The Safety Plan application
Page 163
Page 164
8.5.3. Associate a safety plan
Page 165
Page 166
Page 167
8.6. Reporting costs
Page 168
8.6.1. Work Order Tracking application
Page 169
8.6.2. Labor Reporting application
Page 170
Page 171
8.6.3. Quick Reporting application
Page 172
8.7. Reporting downtime
Page 173
8.7.1. Check asset status in work orders
Page 174
Page 175
8.7.2. Downtime history
Page 176
Page 177
Page 178
9. Service Requests
Page 179
9.1. Service Requests application
9.1.1. Out-of-the-box functionality
Page 180
9.1.2. Creating a service request
9.1.3. Owners and person groups
Page 181
9.1.4. Ticket Templates
Page 182
9.1.5. Applying a ticket template to a service request
Page 183
9.2. Self-Service
9.2.1. Create Service Request
Page 184
9.2.2. View Service Request
Page 185
9.2.3. E-mail Listeners
Page 186
Page 187
Page 188
10. Other configuration options
Page 189
10.1. Security settings
10.1.1. Synchronization
10.1.2. Application server security
Page 190
10.2. Logging application
Page 191
10.3. Log files
Page 192
10.4. Database configuration
Page 193
Page 194
Page 195
10.5. System Properties
Page 196
10.5.1. Security levels
Page 197
10.6. Attached documents properties
10.7. Electronic audit signatures
Page 198
10.8. Actions
10.8.1. Working with action records
Page 199
Page 200
10.9. Roles
Page 201
10.9.1. Understanding roles and workflow
Page 202
Page 203
10.10. Person and person groups
10.11. Cron task setup
Page 204
10.12. System performance issues and guidelines
10.12.1. Factors in system performance
10.12.2. Configuration issues
Page 205
10.12.3. Performance and system maintenance guidelines
Page 206
10.12.4. Loading and looping of MBOs in memory
Page 207
10.12.5. Attached documents
Page 208
Page 209
Page 210
A. Sample certification test questions
Page 211
Questions
Page 212
Page 213
Page 214
Page 215
Page 216
Page 217
Page 218
Page 219
Answers
Page 220
Related publications
IBM Redbooks
Online resources
Page 221
How to get Redbooks
Help from IBM
Page 222
Index
Page 223
Page 224
Page 225
Page 226
Page 227
Page 228
Page 229
Page 230
Page 231
Page 232
Page 233
Page 234
Page 235
Back cover
Page 236
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7. Resources
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7.2. Labor
Chapter 7.1. Resources module
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