IBM Maximo for Oil and Gas

Release 2

Maximo Users Guide Addendum

Note Before using this information and the product it supports, read the information in Notices on page Notices-1.

First Edition (November 2006) This edition applies to Release 2 of IBM Maximo for Oil and Gas and to all subsequent releases and modifications until otherwise indicated in new editions. Third-Party Technology: Certain Maximo products contain technology provided under license from third parties, as noted in the following table: IBM Product All Products Third-Party Information Portions 1996-2003 Visual Mining, Inc. Visual Mining NetCharts Server provided by Visual Mining, Inc. 19982005 Centennial Software Limited. Portions 1995-2004 Actuate Corporation. Portions 2005 BEA Systems, Inc. BEA WebLogic Server provided by BEA Systems, Inc. Portions 1996-2005, i-net software GmbH. J-Integra for COM v2.4. 2004 Intrinsyc Software International, Inc. Maximo Discovery IBM Maximo Enterprise Asset Navigator MSDE Copyright Microsoft Corporation. Portions 1993-2002 Snowbound Software Corporation. RasterMaster Raster imaging technology provided by Snowbound Software Corporation. Portions 1991 Pegasus Imaging Corp. IBM Maximo Mobile Portions 2005 DataMirror, Inc. Portions 2000-2005 Zaval Creative Engineering Group. IBM Maximo Mobile SE Portions 1996-2005 Syclo, LLC.

IBM Maximo

Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source" ownership of which is attributed as follows: Portions 2002, Steve Souza (admin@jamonapi.com). Portions 2000-2004, Jason Hunter & Brett McLaughlin. Portions 2004-2005, The Apache Software Foundation (http://www.apache.org/). Copyright International Business Machines Corporation 2006. All rights reserved. US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi Chapter 1: Administration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Organizations (Oil) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1 Organizations (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 Work Order - Prioritization Matrix Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2 Update Asset Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3 Update Failure Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4 Chapter 2: Assets Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Assets (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1 Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Assets (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Locations (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Location Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Operating Context Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3 Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4 Locations (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5 Chapter 3: Planning Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1 Condition for Work (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Condition for Work Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2 Condition for Work (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3 Regulatory Compliance (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Regulation Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4 Regulatory Compliance (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5 Prioritization Matrix (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Reason for Work Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6 Prioritization Matrix (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Job Plans (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Job Plan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Job Plans (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8 Routes (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Route Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Routes (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9 Chapter 4: Preventive Maintenance Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Preventive Maintenance (Oil) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
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PM Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1 Job Plan Sequence Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Preventive Maintenance (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2 Chapter 5: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Quick Reporting (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1 Quick Reporting (Oil) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Work Order Tracking (Oil) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2 Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Location Details Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3 Regulations Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Work Order Tracking (Oil) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-4 Chapter 6: Oil & Gas Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1 Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1

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About This Guide

This section explains how this guide can help you to use IBM Maximo for Oil and Gas. It also provides information about other IBM Corporation resources available to you, such as additional documentation and support.

Audience
This addendum to the IBM Maximo Users Guide is for people who use Maximo Oil & Gas. This solution extends certain existing Maximo applications and also provides new Maximo applications designed specifically for oil and gas customers. The solution also addresses issues faced by the industry, such as regulatory compliance, matrix-based prioritization, and forward planning of work according to plant conditions, which standard Maximo applications do not cover. Finally, it also provides a pre-load of Maximo failure and asset classification data in accordance with industry standards.

Related Documentation
You can find more information regarding Maximo Oil & Gas in the following document: IBM Maximo for Oil & Gas Installation Guide The IBM Maximo for Oil & Gas Installation Guide is a separate document delivered in Adobe Systems Portable Document Format (PDF) with the product software. The guide should be used in conjunction with the standard Maximo documentation set. For more information about Maximo, refer to the following documentation: Document IBM Maximo Finance Managers Guide Description Describes how IBM Maximo completes financial transactions and how to set up general ledger accounts. Describes how to install and configure the following software: Application server IBM Maximo Actuate

IBM Maximo Installation Guide

Copyright IBM Corp. 2006

Support Document IBM Maximo Multisite Administrators Guide IBM Maximo Online Help IBM Maximo Reconciliation Implementation Guide Description Describes how to configure IBM Maximo for a Multisite implementation. Provides step-by-step procedures for Maximo applications. Describes how to use the IBM Maximo Reconciliation module to reconcile the two types of information that IBM Maximo maintains about information technology (IT) assets: IT asset data and deployed asset data. Describes how to use Actuate to design and administer IBM Maximo reports. Describes database configuration, security, and other administrative level applications and tasks. Provides an overview of the Maximo end user applications. It also describes how the IBM Maximo applications interact with each other. Provides information about how to use IBM Maximo to plan, design, build, test, implement, and manage Workflow processes. Describes how to configure and use the IBM MEA.

IBM Maximo Report Administration and Development Guide IBM Maximo System Administrators Guide IBM Maximo Users Guide

IBM Maximo Workflow Implementation Guide

IBM Maximo Enterprise Adapter (MEA) System Administrator's Guide

Support
IBM Corporation users with a valid Annual Customer Support Plan (ACSP) can obtain product support online at Support Online: support.mro.com. Support Online includes information about product releases, software patches, and documentation updates. To find the most current version of a document, refer to the Knowledge Base on this site.

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Administration Module

Overview

The Administration module has one cloned application. This chapter provides an overview of new actions added to the Organizations (Oil) application. For more information, refer to the applications help. You also can refer to the IBM Maximo Users Guide for more information on any standard Maximo application. The Administration module contains the following cloned application:
Application Oil & Gas Function

Organizations (Oil)

Specify oil and gas options for work orders.

Organizations (Oil) Application

Purpose You use the Organizations (Oil) application to set up the organizations and sites to use with Maximo. You must define at least one organization and one site. For each organization you specify a number of properties including the following: Base currency Item and company sets GL clearing account Address codes for organizational units, including sites, that you can use on Maximo records By configuring Maximo with multiple organizations and sites, your company can run Maximo in multiple facilities all from the same database. Each site can access its own site-specific data and leverage data that is common across sites. Rather than installing multiple instances of Maximo, each with its own database, a company can install Maximo once, with different sites all accessing the same database via a Web Browser. The Maximo architecture enables different organizations and sites to keep some parts of their operations separate, while sharing others. For example, different facilities can share purchase agreements and vendors, and share and transfer items, while keeping work order and job plan data separate. Organizations and sites are logical divisions of a company determined by what types of operations are performed at different locations, and what data can be shared among them.
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Organizations (Oil) Application Organizations An organization is a major division of a company that contains one or more sites. Sites belonging to the same organization must use the same currency and share the same options for work orders, equipment, labor, and certain other types of data. A site is a subdivision of an organization that can track inventory and other data separately from other sites. Certain types of information are unique to a site and not visible to other sites within the organization. Within the Organizations (Oil) application you set defaults for a wide variety of options relating to Maximo applications or groups of applications, such as work orders, inventory, purchasing, PMs, assets, and so forth. You access these options from the Select Action menu. The How Do I topics in the Organizations (Oil) help cover all these options. You can also access the help from the associated dialog boxes. Refer to the corresponding help topic for information on a particular action. Oil & Gas options let you perform the following tasks: Specify oil and gas options for work orders Load asset specification and failure code data NOTE In the various dialog boxes you use to set application options, you sometimes have to select a site and sometimes you do not. If you have to select a site, then the setting applies at the site level. If you do not select a site, then the setting applies at the organization level, except for system and set level autonumbering, and for settings in the System Settings dialog box.

Sites

Application Options

Organizations (Oil) Actions

The Organizations (Oil) application has the following Oil & Gas-specific actions: Work Order - Prioritization Matrix Options Update Failure Codes Update Asset Specifications For information about these actions, refer to the Organizations (Oil) help.

Work Order - Prioritization Matrix Options

You use the Work Order - Prioritization Matrix Options dialog box to specify oil and gas options for work orders within an organization.

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Organizations (Oil) Application Work Order - Prioritization Matrix Options

Update Asset Specifications

You use the Update Asset Specifications dialog box to load oil and gas asset specifications for use in one or more of your companys organizations. Update Asset Specifications

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Organizations (Oil) Application

Update Failure Codes

You use the Update Failure Codes dialog box to load oil and gas failure codes for use in one or more of your companys organizations. Update Failure Codes

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Assets Module

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Function

Overview

The Assets module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo Users Guide for more information on any standard Maximo application. The Assets module contains the following Oil & Gas-specific applications:
Application

Assets (Oil) Locations (Oil)

Associate regulations with assets. Associate regulations with locations, reference physical locations in a plant, and specify attributes for locations.

Assets (Oil) Application

Purpose You use the Assets (Oil) application to create and store asset numbers and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset. Tabs in the Assets (Oil) application let you build the asset hierarchy, an arrangement of buildings, departments, assets, and subassemblies. You can associate a regulation you created in the Regulatory Compliance (Oil) application with an asset using the Regulations tab. The asset hierarchy provides a convenient way to roll up maintenance costs so that you can check accumulated costs at any level, at any time. It also makes it easy to find a particular asset number.

Tabs
The Assets (Oil) application has the following new tab: Regulations For information about fields, place the cursor in the field and press Alt + F1.

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Locations (Oil) Application

Regulations Tab
You use the Regulations tab to associate regulations with this asset. You associate regulations someone created in the Regulatory Compliance (Oil) application via Select Regulations or New Row. The Regulations tab lists information about the regulation associated with this asset. Regulations Tab

Assets (Oil) Actions

The Assets (Oil) application has the following industry-specific actions: Select Regulations For information about this action, refer to the Assets (Oil) application help.

Locations (Oil) Application

Purpose The Locations (Oil) application lets you enter and track locations for assets and organize these locations into logical hierarchical systems or network systems. Using hierarchies or systems of locations and specifying the location for assets on the asset record provides the groundwork for gathering and tracking valuable information on the history of an asset, including its performance at specific sites, as it is moved from location to location. With locations organized into systems, you can quickly find a location on the Drilldown page, and identify the asset at that location. The Locations (Oil) application lets you perform the following industryspecific tasks: Associate a regulation you created in the Regulatory Compliance (Oil) application with a location. Reference physical locations in the plant. Specify many attributes for each location via the Location Details and Operating Context tabs. 2-2
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Locations (Oil) Application

Tabs
The Locations (Oil) application has the following new tabs: Location Details Operating Context Regulations For information about fields, place the cursor in the field and press Alt + F1.

Location Details Tab

You use the Location Details tab to enter detailed reference and classification information commonly required by oil and gas companies for each location. Also, the Locations Details tab lets you classify your plant into hazardous and fire zones. This tab contains the following sections: Reference Information - references for drawings and manuals Area Classifications - classifications for hazardous area, fire zone, explosion proof, and permit required to perform work Access - requirements needed to perform work Production Impact Location Details Tab

Operating Context Tab

You use the Operating Context tab to enter detailed information about the operating context for each physical location. This tab contains the following sections: ISO 14224 Taxonomy- ISO 14224 Petroleum and natural gas industries Collection and exchange of reliability and maintenance data for equipment data Solomon Taxonomy - Solomon Associates Comparative Performance Analysis (CPA) data Operating Context - information you can use to improve the reliability of your assets Risk Categorization - detailed information risk assessment of a location 2-3

Assets Module

Locations (Oil) Application Operating Context Tab

Regulations Tab
You use the Regulations tab to associate regulations with this location. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulations associated with this location. Regulations Tab

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Locations (Oil) Application

Locations (Oil) Actions

The Locations (Oil) application has the following industry-specific actions: Select Regulations For information about this action, refer to the Locations (Oil) application help.

Assets Module

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Locations (Oil) Application

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Planning Module

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Oil & Gas Function Specify the condition that an asset must be in for someone to be able to work on it. Create records for regulations with which your company must comply. Create matrices to ensure that someone performs the highest priority work on an asset before work with a lower priority. Associate regulations, conditions for work, and reasons for work with job plans. View condition for work and reason for work information associated with a job plan on route records.

Overview

The Planning module has three Oil & Gas-specific applications and two cloned applications. This chapter describes the Oil & Gas-specific applications and provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo Users Guide for more information on any standard Maximo application. The Planning module contains the following Oil & Gas-specific applications: Application Condition for Work (Oil)

Regulatory Compliance (Oil)

Prioritization Matrix (Oil)

Job Plans (Oil)

Routes (Oil)

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Condition for Work (Oil) Application

Condition for Work (Oil) Application

Purpose You use the Condition for Work (Oil) application to identify the condition or state an asset must be in for someone to work on it. The state might be as simple as running, stopped, or isolated. Or, it might be more complicated, such as being part of a group of plant assets that must be shut down for preventive maintenance. Also, you can identify work that can be performed by someone on an reactive basis if the asset's status changes. After you create a condition for work, you can associate the condition for work with a job plan or work order. The Condition for Work application lets you identify work that must be performed by someone on an asset when it is scheduled to be in a particular operational status (for example, shutdown or operational).

Tabs
The Condition for Work (Oil) application has the following tabs: List Condition for Work The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo Users Guide and the help. For information about fields, place the cursor in the field and press Alt + F1.

Condition for Work Tab

You use the Condition for Work tab of the Condition for Work (Oil) application to display the main record for a condition for work. You also use the tab to add new records to the database and view and modify existing records. This tab lets you enter, view, and modify detailed information about the condition an asset must be in for someone to work on it. After you create a condition for work and change its status to ACTIVE, you can associate it with a job plan via the Job Plans (Oil) application or a work order via the Work Order Tracking (Oil) application. Condition for Work Tab

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Condition for Work (Oil) Application

Condition for Work (Oil) Actions

The Condition for Work (Oil) application has the following actions: Change Status Duplicate Condition for Work Delete Condition for Work For information about these actions, refer to the Condition for Work (Oil) help.

Planning Module

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Regulatory Compliance (Oil) Application

Regulatory Compliance (Oil) Application

Purpose You use the Regulatory Compliance (Oil) application to help your company to comply with the many statutory requirements covering employee health, plant safety, and the environment. Maximo stores the details of relevant regulations for all work tracked in Maximo, and relates these regulations to planned work and actual work logged in Maximo. After you create a regulation, you can associate it with the following types of records: Assets via the Assets (Oil) application Locations via the Locations (Oil) application Job plans via the Job Plans (Oil) application Work Orders via the Work Order Tracking (Oil) and Quick Reporting (Oil) applications

Tabs
The Regulatory Compliance (Oil) application has the following tabs: List Regulation The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo Users Guide and the help. For information about fields, place the cursor in the field and press Alt + F1.

Regulation Tab
You use the Regulation tab to enter data about each regulation to which your company must comply. After you create a regulation and change its status to ACTIVE, you can associate the regulation record with a particular asset, location, job plan, or work order. Regulation Tab

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Regulatory Compliance (Oil) Application

Regulatory Compliance (Oil) Actions

The Regulatory Compliance (Oil) application has the following actions: Change Status Delete Regulation Duplicate Regulation For information about these actions, refer to the Regulatory Compliance (Oil) help.

Planning Module

3-5

Prioritization Matrix (Oil) Application

Prioritization Matrix (Oil) Application

Purpose You use the Prioritization Matrix (Oil) application to build priority matrices. Priority matrices help you to ensure that someone performs work with the highest priority on an asset before work with a lower priority. Maximo uses the reason for the work, the priority of the asset or location, and function (for example, maintenance, drilling, or inspection) to build priority matrices.

Tabs
The Prioritization Matrix (Oil) application has the following tabs: List Reason for Work The List tab is found throughout Maximo applications. For more information about this tab, refer to the IBM Maximo Users Guide and the help. For information about fields, place the cursor in the field and press Alt + F1.

Reason for Work Tab

You use the Reason for Work tab to enter, view, and modify detailed information about a reason for work record. After you create a reason for work record and its status is ACTIVE, you can associate it with a job plan via the Job Plans (Oil) application or work order via the Work Order Tracking (Oil) application. The reason for work is used in conjunction with the priority and function associated with an asset or location to determine the priority of someone carrying out the work. Maximo calculates the priority by using a priority matrix. Reason for Work Tab

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Prioritization Matrix (Oil) Application

Prioritization Matrix (Oil) Actions

The Prioritization Matrix (Oil) application has the following actions: Change Status Delete Reason for Work Duplicate Reason for Work For information about these actions, refer to the Prioritization Matrix (Oil) help.

Planning Module

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Job Plans (Oil) Application

Job Plans (Oil) Application

Purpose You use the Job Plans (Oil) application to create, modify, or delete job plan records. A job plan is a detailed description of work to be performed for a work order. You can copy job plans to PM records, routes, and directly to work orders. After a job plan becomes a work plan on a work order, you can modify the work plan without affecting the job plan. Job plans generally contain tasks (procedures), along with lists of estimated labor, labor hours, materials, services, and tools required for the work. To ensure that work on an asset is performed in a safe manner, you can add work assets and associate safety plans that can be used when work is performed. You can specify which organizations or organizations and sites can use the information on the plan and/or its tasks. If you do not specify this information, the job plan can be used in any site of any organization. The Job Plans (Oil) application lets you perform the following industryspecific tasks: Associate a regulation that you created in the Regulatory Compliance (Oil) application with a job plan. Associate a condition for work that you created in the Condition for Work (Oil) application with a job plan. Associate a reason for work that you created in the Prioritization Matrix (Oil) application with a job plan.

Tabs
The Job Plans (Oil) application has the following enhanced tab: Job Plan

Job Plan Tab

The Job Plan tab has the following industry-specific fields: Condition for Work Condition for Work Description Reason for Work Function For information about these fields, place the cursor in the field and press Alt + F1.

Job Plans (Oil) Actions

The Job Plans (Oil) application has no Oil & Gas-specific actions.

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Routes (Oil) Application

Routes (Oil) Application

Purpose A route is a list of related work assets, which are considered "stops" along the route. These route stops represent assets or locations. Routes simplify building hierarchies of work orders for inspections. You can use a route in the following ways: Apply the route to a preventive maintenance record to generate work orders for all work assets listed as stops on the route. Apply the route to a work order and generate child work orders for each work asset listed as a stop on the route. The Routes (Oil) application lets you perform the following industry-specific tasks: View condition for work information associated with a job plan on the route record in the Route Stops section on the Route tab. View reason for work information associated with a job plan on the route record in the Route Stops section on the Route tab.

Tabs
The Routes (Oil) application has the following enhanced tab: Route

Route Tab
The Route tab has the following industry-specific fields: Condition for Work Condition for Work Description Reason for Work Function For information about these fields, place the cursor in the field and press Alt + F1.

Routes (Oil) Actions

The Routes (Oil) application has no Oil & Gas-specific actions.

Planning Module

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Routes (Oil) Application

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Preventive Maintenance Module

Overview

The Preventive Maintenance module has one cloned application. This chapter describes the cloned application. For more information on any application, refer to the application help. You also can refer to the IBM Maximo Users Guide for more information on any standard Maximo application. The Preventive Maintenance module contains the following Oil & Gas-specific application:
Application Oil & Gas Function

Preventive Maintenance (Oil)

View the condition for work and reason for work on job plans on PMs.

Preventive Maintenance (Oil)

Purpose You use the Preventive Maintenance (Oil) application to create, modify, and view preventive maintenance plans for work assets and locations. PM records are templates for work orders. On a PM record, you schedule job plans to be performed for preventive maintenance work. Maximo then generates work orders from the PM. If a condition for work record created in the Condition for Work (Oil) application is associated with a job plan on the PM, the condition for work is displayed on the PM tab in the Condition for Work field. You can also group PMs into hierarchies that model your asset hierarchies and generate sequenced work order hierarchies.

Tabs
The Preventive Maintenance (Oil) application has the following enhanced tabs: PM Job Plan Sequence

PM Tab
The PM tab has the following industry-specific fields: Condition for Work Condition for Work Description Reason for Work
Copyright IBM Corp. 2006

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Preventive Maintenance (Oil) Reason for Work Description Function For information about these fields, place the cursor in the field and press Alt + F1.

Job Plan Sequence Tab

The Job Plan Sequence tab has the following industry-specific fields: Condition for Work Condition for Work Description Reason for Work Reason for Work Description Function For information about these fields, place the cursor in the field and press Alt + F1.

Preventive Maintenance (Oil) Actions

The Preventive Maintenance (Oil) application has no Oil & Gas-specific actions.

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Work Orders Module

5
Oil & Gas Function

Overview

The Work Orders module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the IBM Maximo Users Guide for more information on any standard Maximo application. The Work Orders module contains the following Oil & Gas-specific applications:
Application

Quick Reporting (Oil) Work Order Tracking (Oil)

Associate regulations with work orders. View information about the location on work orders, and associate conditions for work, reasons for work, and regulations with work orders.

Quick Reporting (Oil) Application

Purpose You use the Quick Reporting (Oil) application to create work orders that do not require planning, and to report actuals, equipment downtime, failure reporting, and meter readings against open work orders. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed. You can associate a regulation you created in the Regulatory Compliance (Oil) application with an asset using the Regulations tab. You can create work orders in several Maximo applications.

Tabs
The Quick Reporting (Oil) application has the following new tab: Regulations Tab

Regulations Tab
You use the Regulations tab to associate regulations with this work order. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this work order. Also, the Regulation table window contains the Applies to Work Order check box.

Copyright IBM Corp. 2006

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Work Order Tracking (Oil) Application Regulations Tab

Quick Reporting (Oil) Actions

Quick Reporting (Oil) has the following industry-specific action: Select Regulations For information about this action, refer to the Quick Reporting (Oil) help.

Work Order Tracking (Oil) Application

Purpose You use the Work Order Tracking (Oil) application to plan, review, and approve work orders for assets and locations. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed. The Work Order Tracking (Oil) application lets you perform the following industry-specific tasks: View location information associated with the work order that you entered on the Location Details and Operating Context tabs in the Locations (Oil) application on the Work Order Location Details tab. Indicate if must review this work order via the Review Required? check box on the Work Order Location Details tab. Associate a regulation that you created in the Regulatory Compliance (Oil) application with a work order. Associate a condition for work that you created in the Condition for Work (Oil) application with a work order. Associate a reason for work that you created in the Prioritization Matrix (Oil) application with a work order. Edit a reason for work associated with a work order. 5-2
IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Work Order Tracking (Oil) Application

Tabs
The Work Order Tracking (Oil) application has the following enhanced tab: Work Order The Work Order Tracking (Oil) application has the following new tabs: Location Details Regulations

Work Order Tab

The Work Order tab has the following new fields: Condition for Work Reason for Work Reason for Work Description Function Matrix Index Matrix Priority Matrix Priority Overridden? Matrix Priority Overridden Code Target Dates Overridden? For information about fields, place the cursor in the field and press Alt + F1.

Location Details Tab

You use the Location Details tab to view information from the Location Details and Operating Context tabs in the Locations (Oil) application. The Location Details tab contains the following information about the physical location associated with this work order: operating context access area classification You also can use the Review Required? check box to indicate if a review of this work order is required before someone can complete it.

Work Orders Module

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Work Order Tracking (Oil) Application Location Details Tab

Regulations Tab
You use the Regulations tab to associate regulations with this work order. You associate regulations someone created in the Regulatory Compliance (Oil) application via the Select Regulations or New Row button. The Regulations tab lists information about the regulation associated with this work order. Also, the Regulation table window contains the Applies to Work Order check box. Regulations Tab

Work Order Tracking (Oil) Actions

The Work Order Tracking (Oil) application has the following industry-specific action: Select Regulations

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

Oil & Gas Database Tables and Columns

Overview LOCATIONS Table COLUMN PLUSGPHYSLOC PLUSGPANDIDNUMBER PLUSGHAZAREACLASS PLUSGFIREZONE PLUSGDRAWINGREF PLUSGOPMANUALREF PLUSGHAZAREADWG PLUSGSLDNO PLUSGEXREGISTERED PLUSGPERMITREQ PLUSGACCESSREQ PLUSGOUTAGECONSEQ PLUSGISO14224INSTN PLUSGISO14224PLANT PLUSGISO14224SEC PLUSGSOLOMONEQUIP PLUSGSOLOMONPLANT PLUSGNORMALOPMODE PLUSGOPCATEGORY PLUSGMAINSTRATEGY PLUSGRISKASSESSED PLUSGRISKTYPE PLUSGRISKMETHOD PLUSGRISKLEVEL PLUSGSAFINTEGLEV
Copyright IBM Corp. 2006

This chapter lists new, oil and gas-specific database tables and their columns. It also lists new columns added to existing Maximo database tables.

NULLS 1 1 1 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 1 1 0 1 1 1 1

MAXTYPE ALN ALN ALN ALN ALN ALN ALN ALN YORN YORN ALN ALN ALN ALN ALN ALN ALN ALN ALN ALN YORN ALN ALN SMALLINT SMALLINT

LENGTH 100 24 12 12 8 10 14 14 1 1 12 20 16 16 16 16 16 12 12 20 1 10 12 4 4 6-1

COLUMN PLUSGBUSINESSUNIT PLUSGFUNCTION PLUSGSAFETYCRIT

NULLS 1 1 0

MAXTYPE ALN UPPER YORN

LENGTH 12 16 1

JOBPLAN Table COLUMN PLUSGCFWNUM PLUSGRFWID NULLS 1 1 MAXTYPE UPPER INT LENGTH 12 4

ORGANIZATION Table COLUMN PLUSGADDFAILCODE PLUSGADDASSETSPEC NULLS 0 0 MAXTYPE YORN YORN LENGTH 1 1

PLUSGASSETREG Table COLUMN REGULATIONID SITEID ASSETNUM ORGID NULLS 0 0 1 0 MAXTYPE UPPER UPPER UPPER UPPER LENGTH 8 8 12 8

PLUSGCFW Table COLUMN CFWNUM ORGID DESCRIPTION STATUS STATUSDATE TYPE NULLS 0 1 1 0 0 1 MAXTYPE UPPER UPPER ALN UPPER DATETIME ALN LENGTH 12 8 100 8 10 12

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

COLUMN SITEID ASSOCCFWNUM1 ASSOCCFWNUM2 FUNCTN PLUSGJOBPLANREG Table COLUMN REGULATIONID ORGID SITEID JPNUM PLUSGLOCREG Table COLUMN REGULATIONID ORGID SITEID LOCATION

NULLS 1 1 1 1

MAXTYPE UPPER UPPER UPPER UPPER

LENGTH 8 12 12 16

NULLS 0 0 0 1

MAXTYPE UPPER UPPER UPPER UPPER

LENGTH 8 8 8 10

NULLS 0 0 0 1

MAXTYPE UPPER UPPER UPPER UPPER

LENGTH 8 8 8 12

PLUSGMATRIXLIST Table COLUMN RFWNUM ORGID ASSETLOCPRIORITY MATRIXINDEX MATRIXPRIORITY FUNCTN NULLS 0 0 0 0 0 0 MAXTYPE UPPER UPPER INT INT INT UPPER LENGTH 12 8 12 12 12 16

PLUSGREGULATION Table COLUMN REGULATIONID DESCRIPTION NULLS 0 1 MAXTYPE UPPER ALN LENGTH 8 50 6-3

Oil & Gas Database Tables and Columns

ORGID SITEID OWNER NUM TYPE APPLIESTO STATUS STATUSDATE AUTHORITY COUNTRY REGION VALIDFROM EXPIRATIONDATE EXTERNALSYSREF INSURANCEREQ

0 0 1 1 1 1 1 1 1 1 1 0 1 1 0

UPPER UPPER ALN ALN ALN ALN UPPER DATETIME ALN ALN ALN DATE DATE ALN YORN

8 8 30 10 10 10 8 10 36 36 36 10 10 18 1

PLUSGRFW Table COLUMN RFWNUM ORGID FUNCTN DESCRIPTION STATUS STATUSDATE DISPLAYSEQUENCE NULLS 0 0 0 1 0 0 0 MAXTYPE UPPER UPPER UPPER ALN UPPER DATETIME SMALLINT LENGTH 12 8 16 100 8 10 4

PLUSGWOREG Table COLUMN REGULATIONID REFERENCENUM REFAPP REGAPPLIESTOWO NULLS 0 0 0 0 MAXTYPE UPPER UPPER ALN YORN LENGTH 8 50 10 1

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

COLUMN ORGID SITEID

NULLS 0 0

MAXTYPE UPPER UPPER

LENGTH 8 8

WORKORDER Table COLUMN PLUSGCFWNUM PLUSGMATRIXINDEX PLUSGMATRIXPRIOR PLUSGRFWNUM PLUSGMPOVERRIDE PLUSGTGTDATEMOD PLUSGMPOVERRIDECOD PLUSGFUNCTION NULLS 1 1 1 1 0 0 1 1 MAXTYPE UPPER INT INT UPPER YORN YORN ALN UPPER LENGTH 12 12 12 12 1 1 12 16

Oil & Gas Database Tables and Columns

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IBM Maximo for Oil and Gas: Maximo Users Guide Addendum

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