Maximo Anywhere User Guide - Oct 2018

USER MANUAL ((MMAAXXIIMMOOAANNYYWWHHEERREE))

Mobile Inspection Management System

TORONTO TRANSIT COMMISSION

First Edition – basic functionality
Printed: 2017

2017

©Toronto Transit Commission

All graphics have been created for this manual and are not to be considered actual.

INTRODUCTION_______________________________ 1

TABLET OVERVIEW ____________________________2

CONNECTING ________________________________9

LOGGING INTO MAXIMO ANYWHERE _____________________ 10

WORK ORDER LIST ___________________________12

OVERVIEW OF WORK ORDER LIST PAGE____________________ 13
OPTIONS FROM WORK ORDER LIST PAGE___________________ 14
TYPES OF WORK ORDERS _____________________________ 17
STATUSES _______________________________________ 17
WORK LIST ITEMS __________________________________ 18
NAVIGATING THE WORK LIST___________________________ 19

EM WORK ORDERS ___________________________20

FAILURE REPORTING ________________________________ 21
ENTERING REMARKS ________________________________ 22
CHANGING STATUS _________________________________ 23

PM WORK ORDER____________________________24

ENTERING REMARKS ________________________________ 26
CHANGING STATUS _________________________________ 27

CM WORK ORDERS ___________________________28

CREATE a NEW WORK ________________________30

UPLOAD WORK ORDERS_______________________31

SUPPORT ___________________________________34



Maximo Anywhere User Guide

INTRODUCTION

The MAXIMO Anywhere application gives you the capability to perform daily work management tasks from a mobile device.
While on the go, you can create, view and modify work orders for assets and locations from the mobile device.

In a connected environment, you have real-time access to data. Your request for data is sent to the application server and
the required data is then downloaded to the device. Similarly, once you have completed tasks/work orders, the data can be
uploaded. You are also able to complete tasks related to work management offline and upon availability of a connection, all
your transactions are uploaded to the application server.

Work List and Additional data
Both the work list and lookup data (additional data) is data that is stored on the mobile device.

Work list data is all the data that you require to perform tasks that have been planned for you. The work list data can be
frequently modified and updated.

Lookup data is data that you might use as a reference while working on a work order. The additional data is not used as
frequent and is read-only. An example of additional data is the asset number or any lookup data.
The type and amount of work list and additional data is set by your system administrator by security group.

Both the work list and lookup data can be refreshed using menu options available on the mobile device (discussed later in
this guide).

This manual describes the steps necessary to perform the work management transactions on work orders downloaded or any
newly created (on the device) work orders.

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Maximo Anywhere User Guide

TABLET OVERVIEW

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Front View Maximo Anywhere User Guide

Rear View

NOTE: This layout may be different on each device issued.

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Maximo Anywhere User Guide Charging
SIM Card

NOTE: Not all devices will contain a SIM card NOTE: The charging location may be different on each device

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Setting Up Your Device Maximo Anywhere User Guide
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Turn the device On
Press and hold the Power key until the device turns on

Turn the device Off
Press and hold the Power key until the device options screens is
displayed
Tap Power off, and confirm if prompted

Restart the Device
Press and hold the Power key and the Volume down key at the same
time for more than seven seconds

Lock the Device
Press and the Power key

Unlock the Device
Press the Power key or Home key, and then drag your finger across the
screen

Maximo Anywhere User Guide Notification Panel
Home Screen

Status Bar

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Maximo Anywhere User Guide

CONNECTING

(at beginning of shift)

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Maximo Anywhere User Guide 4. Tap the TTC App Store
5. Tap the Work Execution application
LOGGING INTO MAXIMO ANYWHERE

To Logon to the Tablet:
1. Connect to the TTC wireless network
CATERPILLAR
Note: you can login to Maximo Anywhere without a
network connection however any new work orders
assigned to you will not be downloaded

2. Press the power button located along the top of the
tablet

3. At the login screen enter your assigned Pin # and
press OK.

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LOGGING INTO MAXIMO ANYWHERE (CONT) Maximo Anywhere User Guide
To logon to the IBM Maximo Anywhere application:
6. If an update to the APPLICATION is available Tap 8. You may receive a variety of messages (it may take
Update. A message will be displayed indicating that approximately 10-15 minutes the first time you log in
the update has downloaded. as a new user, as the system needs to download all
the supporting data):
7. Enter your Maximo user name and password (case
sensitive) and Tap Log In 9. If you are prompted to download lookup data Tap
Now

10. You will receive a message indicating that the lookup
data is loading

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Maximo Anywhere User Guide

WORK ORDER LIST

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Maximo Anywhere User Guide

OVERVIEW OF WORK ORDER LIST PAGE

Once you have logged on, authenticated and all the supporting data has been downloaded the Work Orders Assigned to
Me screen will be displayed (or, the last screen you used). All work orders that have been assigned to you specifically (or
your crew) to be listed.
Refer to the next page for further details on locating other work via the Work Orders Assigned to Me menu

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Maximo Anywhere User Guide Tap the type of sort by you want to use for the list
displayed (e.g. Status, Work Type, Location, etc)
OPTIONS FROM WORK ORDER LIST PAGE

The options available from the Work Order list page are:

Default list will be displayed
If you Tap the down arrow you MAY have other
options to display different lists of work orders

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Menu Options: Maximo Anywhere User Guide
The Additional Menu options button contains sub- Synchronize Data: downloads and uploads work
menu options
orders
Additional options are displayed: Search: provides the ability to search for specific
records using specific fields (see next page for details)
Settings: See next page for options
About: displays the current version of Anywhere
Log Out: Log out of Maximo Anywhere

Download Work List: downloads newly assigned
work

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Maximo Anywhere User Guide Search Work Orders

Settings

The following options are available via Settings
The options available are dependent on the users
profile
NOTE: when setting up new or upgrading it is
recommended to always Tap the Refresh Lookup
Data (takes approximately 30-40 mins)

To return to the main list Tap the Settings icon in the To return to the main list Tap the Search Work
upper left-hand corner Orders icon in the upper left-hand corner

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Maximo Anywhere User Guide

TYPES OF WORK ORDERS STATUSES

There are many sources of work, typically they are The typical rules and flow for statuses are as follows:
(but not limited to):
APPR – work downloaded and assigned will always have
 PM – Preventive Maintenance a status of ‘Approved’
 CM – Corrective Maintenance – off a PM
 EM – Emergency paged by Transit Control WAPPR – starting status of new work orders created on
 PR – Planned repairs (long-term projects) the device will always have a status of ‘Waiting for
Approval’
Follow these rules:
Always use work type EM for all Transit Control calls WMATL – indicates that the work is ‘Waiting for Material’
Always use work type CM for newly found repair work and that the work is on hold
Always use work type CM for follow-up on PMs
Always use work type PR for long-term work INPRG – indicates that the work is ‘In Progress’ but is not
yet finished. This status can be used on PM tasks to
Never create a PM work order on the mobile device indicate the work was never finished.

COMP – work completed and ready to be uploaded should
have a status of ‘Completed’. If work is not updated to
‘Completed’ it may be downloaded again as the system
will think the work isn’t done

CAN – would normally refer to a task and not a parent
work order

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Maximo Anywhere User Guide

WORK LIST ITEMS

When work orders are downloaded the quantity assigned to you will be displayed on the task bar at the far right (for each
query)

The status will be displayed with a colour icon below Hold your finger down in the white
the WO# on each work order space of a WO, additional options are displayed

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NAVIGATING THE WORK LIST Maximo Anywhere User Guide

 Use your finger to scroll up and down the list to The Sort by will change to Work Type and the list will now
locate a specific work order be sorted in work type order

 If you want to perform a specific type of work Tap
the Sort by: Work Order option and Tap Work
Type

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Maximo Anywhere User Guide Complete the physical repair

EM WORK ORDERS

These are work orders originating from IMC (TC) and
assigned by your foreperson to you and/or your crew.
1. From the Work List page Tap the specific work order

you want to work on. In this example Tap the EM
work order

2. The Work Order Details will be displayed

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FAILURE REPORTING Maximo Anywhere User Guide

There are several levels to failure reporting If the following error is displayed press OK to clear. This
 Class (top level that indicates ‘type’ of asset) – means that there are new failure codes that need to be
this information is normally entered by the downloaded to your device. Refer to ‘Settings’ on how to
Foreperson download Lookup Data (Page 16)
o Problem
 Cause 3. Tap Select FAILURE CLASS and select from the list
 Remedy (if not already there)

1. Scroll down the Work Order Details screen to locate 4. Tap Select PROBLEM and select from the list
the Failure Report section 5. Tap Select CAUSE and select from the list
6. Tap Select REMEDY and select from the list
Note: The Failure Class (top-level) may already
be entered by the Foreperson before you 7. To return to the Work Order Details screen Tap the
download to your device Failure Report icon in the upper left-hand corner.
You will be returned to the Work Order Details. The
2. Tap the Failure Report section last level selected on the hierarchy will be displayed.

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Maximo Anywhere User Guide 4. Tap in the Summary and/or Work Log Details
section and enter your remarks
ENTERING REMARKS
5. To accept the entry Tap Create at the bottom
If there is information that you wish to enter as a 6. You will be returned to the Work Order Details
remark on a work order to communicate information
back to the foreperson you can use the Work Log screen. There will be a number indicating an entry

1. Scroll down the screen to locate the Work Log
section

2. To enter a remark Tap the at the end of the
section

3. The Work Log Entry screen opens

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CHANGING STATUS Maximo Anywhere User Guide
2. Tap into the New Status field and Tap COMP
After you have reported all actuals that are available
(including, but limited to: Labor reporting, Failure (Completed) from the list.
reporting, etc.) you need to change the status of the
work order. This is required in order for the work 3. Optionally: Tap into the Memo field and enter a
order updates to leave your device and be memo (as required).
synchronized with Maximo.
4. To accept the updates Tap Save on the bottom of
1. With the work order displayed on the Work Order the screen.
Details screen Tap into the Status field (currently
displayed as Approved. 5. You will be returned to the Work Order Details
screen and the status has been updated to
1. The Change Status screen is displayed. Completed.

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Maximo Anywhere User Guide 3. Scroll down the screen to locate the Tasks section.
You will see the number of tasks for this specific PM
PM WORK ORDER inspection.

There are many options available for completing a PM 4. To view the tasks Tap into the white space of the
work order. In this example, the following will be Tasks section
demonstrated:

 Task completion and observations
 Creating a Follow-Up work order

1. From the Work List page Tap the specific PM work
order you want to work on.

2. The Work Order Details will be displayed

5. The tasks are displayed. Each task will have a
Complete Work button

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6. If you have been requested to complete EACH task: Maximo Anywhere User Guide
you will need to review, complete the physical work
and then Tap the Complete Work button for each To Save an entered observation:
task completed. 11. Tap the Tasks option in the upper left-hand corner.

7. When the Complete Work button is tapped the You will be returned to the Work Order Details
button is removed and replaced with Completed screen

8. If you need to record an Observation on a particular 12. Tap the Work Order Details option in the upper left-
task Tap the right-arrow on that task. hand corner. You will be returned to the Work Order
list and the entered observation(s) are saved
9. Tap into the Observation field and enter a remark
13. Repeat steps 7-14 for all the remaining tasks and/or
10. Enter the observation. To accept the updates Tap observations
the Task Details icon in the upper left-hand corner.
You will be returned to the Tasks screen 14. When all tasks have been completed, Tap the Tasks
icon in the upper left-hand corner to be returned to
the Work Order Details screen

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Maximo Anywhere User Guide 4. Tap in the Summary and/or Work Log Details
section and enter your remarks
ENTERING REMARKS
5. To accept the entry Tap Create at the bottom
If there is information that you wish to enter as a
remark on a work order to communicate information 6. You will be returned to the Work Order Details
back to the foreperson you can use the Work Log screen. There will be a # indicating an entry

1. Scroll down the screen to locate the Work Log
section

2. To enter a remark Tap the at the end of the
section

3. The Work Log Entry screen opens

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CHANGING STATUS Maximo Anywhere User Guide

After you have reported all actuals that are available 3. Tap into the New Status field and Tap COMP
(including, but limited to: Labor reporting, Failure (Completed) from the list.
reporting, etc.) you need to c233hange the status of
the work order. This is required in order for the work 4. Optionally: Tap into the Memo field and enter a
order updates to leave your device and be memo (as required).
synchronized with Maximo.

1. With the work order displayed on the Work Order
Details screen Tap into the Status field (currently
displayed as Approved.

2. The Change Status screen is displayed. 5. To accept the updates Tap Save on the bottom of
the screen.

6. You will be returned to the Work Order Details
screen and the status has been updated to
Completed.

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Maximo Anywhere User Guide 3. Fill in the information available. Especially take
note to update the Description as the current one is
CM WORK ORDERS a copy of the description from the PM work order.

Use the following procedure to create follow up 4. Tap into the Work Type field and update to CM.
work orders for faults/defects found while performing
other work (normally PM work). 5. Update the Description and any other applicable
information
1. With the PM work order displayed on the Work Order
Details screen Tap the Additional Menu icon in the 6. To return to the main work order list Tap the Work
upper-right hand corner and Tap Create Follow-Up Order Details icon in the upper left-hand corner
Work Order

2. A new work order entry form is displayed. The
default starting status is Waiting on Approval. No
Work Order number exists until the record is
uploaded to Maximo. This new work order will be
connected to the PM work order.

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7. To view newly created work orders on your device Maximo Anywhere User Guide
Tap the down arrow on the Work Orders Page | 29
Assigned to Me and Tap Work Orders created
Locally

8. All work orders created on the device will be
displayed

Maximo Anywhere User Guide 3. Update the work order information and Tap
Create on the bottom of the form once all
CREATE a NEW WORK information has been entered

Use the following procedure to create a new work
order (not connected to an existing work order)

1. From the main Work Order List screen Tap the +

icon in the upper right-hand corner

2. The work order entry screen is displayed. The
default status is Waiting on Approval and the Work
Type is EM (Emergency)

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UPLOAD WORK ORDERS Maximo Anywhere User Guide

Typically work orders will be uploaded back into core 3. Check 2
MAXIMO at the end of your shift. However, whenever and 4. Review all the work orders on the Work Orders
wherever it is convenient, work orders can be uploaded at
any time. Created Locally – ensure that the ones you want to
upload have a status of Completed or Waiting on
1. Return to Work Orders Assigned to Me page. This Approval
will allow you to review to see if anything needs to be
corrected prior to uploading. 5. When you are ready to upload your work Tap the
Addtiional Menu icon and Tap Synchronize
2. Check 1
Review all the work orders on the Work Orders
Assigned to me – ensure that the ones you want to
upload have a status of Completed

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Maximo Anywhere User Guide
4. Repeat Steps 2 & 3 to ensure that all Completed has
been uploaded. The completed work will no longer
be listed

7. To exit Tap the Menu icon and Tap Log Out

6. The last 10 new work orders created on the device
will remain there. NOTE: These have been
uploaded. You should not modify these.

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Maximo Anywhere User Guide

8. A message will be displayed verifying that you want
to exit the app

9. Tap Yes to exit
10. You will be returned to the log in screen

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FAQ

SUPPORT

To replace a forgotten password Call Help Desk 416-393-4357 and request a password reset.
To change user profile privileges. Have department I.T. Rep submit an SR, identifying change to
user profile
(e.g. Nightshift Technician promoted to dayshift Lead Hand, the
arrival of a new Foreperson or a transfer between garages.) Call Help Desk 416-393-4357.

To report network access issues or hardware Make request to your Foreperson or local MAXIMO System
malfunctions. Administrator
To fix a data entry error (e.g. premature closing of a planned
 At project roll-out contact your On shift coach
work order.)  After project closeout contact your Foreperson or local

To change or report issues with functionality. MAXIMO System Administrator

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