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Maximo 7.5 - Asset and Work Order Management System

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General
  • Backflow Device Annual Test PM Adjustment Guide - The Backflow Device Annual Test PM Adjustment Guide provides step-by-step instructions on how to cancel a Backflow Device Annual Test Preventive Maintenance (PM) Work Order if Test Reports have not been received from the County, City, or Water Purveyor. The guide also provides guidance on how to generate a PM work order if the work order does not exist and the test report is on hand.
  • Bookmarking Guide - The Bookmarking Guide is designed for anyone who wishes to bookmark records (work orders, item numbers, requisitions, etc) in Maximo. Maximo provides a bookmarking feature that allows you to save a record so that you can easily retrieve/access that record at a later time. The bookmarked records are owned by the user and are unique for each application. If you log in under a different name, you will see a different bookmarks list. The guide details step by step instructions on how create a bookmark in the Work Order Tracking application, however the practice can be performed in all Maximo applications.
  • Custodial Schedule Attachment Guide - The Custodial Schedule Attachment Guide details step by step instructions on how to attach custodial schedules in Maximo.
  • Drinking Water Tracking - How to create a new basin and outlet record - Step by step instructions on how to create a new basin and outlet record in Maximo.
  • Drinking Water Tracking - How to insert lead sampling results - Step by step instruction on how to insert lead sampling results in Maximo.
  • Drinking Water Tracking - How to update existing basin and outlet - Step by step instructions on how to update existing basin and outlet information in Maximo.
  • Emergency Service Call Notification Guide - The Emergency Service Call Notification guide details step by step instructions on how to add/remove individuals from receiving emergency service call notification emails when an emergency service call is generated for his/her person group.
  • Employee Personal Info/Counseling/FMLA Tracking Guide - The Employee Personal Info/Counseling/FMLA Tracking Guide is designed for M&O Administrators, Supervisors, Managers and Directors to manage an Employee???s Personal Info, Counseling and FMLA history. The guide details step by step instructions on how to access and update employee information in Maximo.
  • How to create a new labor record - The New Labor Record Guide is designed for the Administrative staff that details step by step instructions on how to create a new Labor record in Maximo.
  • MO Payroll Education Training -
  • Overtime Request Guide - The Overtime Request Guide details step by step instructions on how to request/report overtime for an employee in Maximo. Overtime request can be initiated through the Work Order Tracking application as well as the Labor Reporting application. For this guide, I will detail the steps on how to request/report overtime in the Labor Reporting application.
  • Polaris Assignment and Time Reporting Guide - Polaris is an alternative Maintenance and Operations Work Management System that allow users to initiate a service call, change status on a service call, assign a service call, and report time against a service call. This step by step guide walks you through on how to perform these actions.
  • Query Management Guide - The Query Management Guide is designed for anyone who wishes to generate their own queries in Maximo. Queries are stored questions about data. By using queries, you can retrieve just the data you want, how you want, and whenever you want. The guide details step by step instructions on how to create, save, modify and delete a query in the Work Order Tracking application, however the practice can be performed in all Maximo applications.
  • SARC Inspection Guide - The SARC Inspection Guide details step by step instructions on how to perform a SARC inspection from your mobile tablet.
  • Time Reporting Guide - Labor Reporting Application - The Time Card Reporting and Approving Guide / Labor Reporting Application details step by step instructions on how to: Report Time, Approve Time, Reverse Time and run important Time Reporting related reports.
  • Time Reporting Guide - Work Order Application - The Time Card Reporting Guide / WO Tracking Application is one of two ways to report and track time for an employee in Maximo. Time reporting should be performed on a daily basis. The guide details step by step instructions on how to assign/report and approve time in the WO Tracking application as well as running/printing the Daily/Weekly Time Card report.

Work Order
  • M&O Project Units or Non-RRGM Funded Planned Job (Type 99) guide - The M&O Project Units or Non-RRGM Funded Planned Job (Type 99) guide is designed for projects executed by the M&O Project Units or projects that are funded by other than RRGM (general fund). The guide details step by step instructions on how to track and process this type of Planned Job in the Work Order Tracking application.
  • Plant Manager's Kiosk Application (with SAMW) - The Plant Manager (w/ Site Assigned Maintenance Worker) Kiosk application is designed for Plant Managers who have a Site Assigned Maintenance Worker (SAMW) at their site.
  • Plant Manager's Kiosk Application (without SAMW) - The Plant Manager Kiosk application is a custom built application for Plant Managers to generate and view existing service calls for their site.
  • RRGM Funded Planned Job (Type 98) Guide - The RRGM Funded Planned Job (Type 98) guide is designed for projects that are funded through RRGM (general fund) and executed by line item employees (typically in the M&O Areas). The guide details step by step instructions on how to track and process a RRGM Funded Planned Job in the Work Order Tracking application.
  • Refrigerant Cylinder Tracking Guide - How to assign or decommission a cylinder - The Refrigerant Cylinder Tracking Guide ??? How to Assign/Decommission a Refrigerant Cylinder provides step-by- step instructions on how to assign or decommission a cylinder record in Maximo.
  • Refrigerant Cylinder Tracking Guide - Refrigerant Service Form - The Refrigerant Cylinder Tracking Guide ??? How to Input Refrigerant/Recovery Cylinder Usage provides step-by-step instructions on how to input Refrigerant/Recovery Cylinder Usage in Maximo.
  • Service Call Guide (Multi-Location Sites) - The Service Calls for Multi-Location Sites Guide is designed for those who generate service calls for multi-location sites such as City of Angels and Riley HS. This guide details step by step instructions on how to generate service calls in the Work Request application but can be applied in the Work Order Tracking application.
  • Service Call Guide (Work Order Tracking) - The Service Call Guide / Work Order Tracking Application is designed for anyone who wishes to generate a service call in Maximo. The guide details step by step instructions on how to create a service call in the Work Order Tracking application.
  • Service Call Guide (Work Request) - The Service Call Guide / Work Request Application is designed for the M&O Service Call Help Desk. This guide details step by step instructions on how to generate service calls in the Work Request application. Fields on this application are custom to creating service calls only. Although this guide is designed for the Service Call Help Desk, any Maximo users can use this application to generate service calls.
  • Service Request Review Application - The Service Request Review application is designed for M&O Area representatives to monitor, review, generate and/or associate M&O Service Requests Work Orders that are coming from the Service Call website and/or the Service Call mobile application.
  • Wall Fold Table Work Order Guide - The Wall Fold Table Work Order guide provides step by step instructions on how to update the planning estimates and fund the work order.

Procurement
  • A/B Letter (Informal Contract) Guide -
  • Annual Contract Purchase (PG) Guide - The Annual Contract Purchase (PG) Guide is a method to purchase goods, commodities, general services or professional services that are in a Vendors annual contract with the District as the sole supplier of the deliverables.
  • Buyer Card Approve (Reject) Process (SAP) - SAP process on how to reject a Buyer Card charge that has been submitted for approval by the Buyer Card Holder.
  • Buyer Card Approve (Rejected) Process (SAP) - SAP process on how to approve a Buyer Card charge that was previously rejected.
  • Buyer Card Approve Process (SAP) - SAP process on how to approve a reconciled Buyer Card charge.
  • Buyer Card Guide - The Buyer Card Guide is an alternative expedited method to purchase materials and/or services not available from local M&O Area Stores or the General Stores Warehouse. The guide details step by step instructions on how to process Buyer Card purchases in Maximo.
  • Buyer Card Reconcile (Multiple Funding Lines) Process (SAP) - SAP process on how to reconcile a Buyer Card charge with multiple funding lines.
  • Buyer Card Reconcile (Rejected) Process (SAP) - SAP process on how to reconcile a Buyer Card charge that have been rejected by the Approving Official.
  • Buyer Card Reconcile Process (SAP) - SAP process on how to reconcile Buyer Card charges.
  • Desktop Requisition Guide (Planned Job) - The Desktop Requisition Guide / Planned Job is designed for material requisitions against a local M&O Storeroom inventory against Planned Job work orders that has reached the status of Funded or greater (e.g. FUNDED, INPRG, SCH, etc...) The guide details step by step instructions on how to reserve M&O Storeroom inventory in the Desktop Requisition application.
  • FETU Approval for Request to Advertise - Approval for Request to Advertise
  • FETU Request for Assistance Form - FETU Request for Assistance Form
  • How to check if Goods Receipts (GR) interfaced into SAP - Step by step guide on how to check if the Goods Receipts (GR) interfaced into SAP.
  • Imprest / Petty Cash Guide - The Imprest / Petty Cash Guide is designed for anyone who wishes to make direct purchases of items utilizing the local M&O site checking account. The Imprest Fund is anther means of procuring material; it does not represent additional budgetary authority. The Imprest / Petty Cash Guide provide information and guidance on the appropriate process of approving, distributing, tracking and replenishing Imprest Funds in Maximo. For a complete overview of Imprest Funds, please see the Accounting and Disbursements Division, Reference Guide No. 1706.1.
  • Interface Remark: Please change account assignment category to asset - Interface Remark: Please change account assignment category to asset
  • Low Value Purchase (PD) Guide - The Low Value Purchase (PD) Guide is an alternative method to purchase materials and/or services not available from local M&O Area Stores, General Stores Warehouse, Master Contracts, Annual Contracts, Bench Contracts or Piggyback Contracts and that do not exceed $25,000. The $25,000 limit is inclusive of tax and shipping. The guide details step by step instructions on how to process Low Value Purchases (PD) in Maximo.
  • Non-Stock Material Requisition over $25K (XPO) Guide - The Non-Stock Material Requisition over 25K (XPO) Guide is used to purchase materials not stocked in LAUSD Stores, not covered by Annual Contract, and totaling more than $25,000.
  • Purchase Order Process Flow -
  • Stock Material Requisition (Service Call) - The Stock Material Requisition Guide / Service Call is designed for material requisitions against a local M&O Storeroom inventory against Service Call work orders. The guide details step by step instructions on how to reserve M&O Storeroom inventory in the Work Order Tracking application.
  • Storeroom Inventory - How to Add an Item - This Guide details step by step instructions on how to add an item to your Storeroom Inventory in Maximo.
  • Storeroom Inventory - How to Delete an Item - How to Delete an Item Guide details step by step instructions on how to remove an item from your Storeroom Inventory in Maximo. It may be necessary to remove an item from your Storeroom if, 1. The item has a history of zero transactions or no purchasing activity for a period of time. 2. The item is no longer needed, has been discontinued or is being sent to salvage. 3. The item is a duplicate.
  • Storeroom Inventory - How to Transfer an Item between Storerooms - The Storeroom Inventory How to Transfer an Item between Storerooms guide details step by step instructions on how to Transfer an Item between Storerooms.
  • Storeroom Inventory - Return Issued Items - The Storeroom Inventory ??? Return Issued Items guide is describes how to return items previously issued from an M&O Storeroom back to the Stores Inventory.
  • Storeroom Inventory Physical Count and Reconciliation Guide - The Storeroom Inventory Physical Count and Reconciliation Guide details step by step instructions on how to perform a physical count and reconcile your inventory count in Maximo. Each M&O Area Stores warehouse is required to perform an annual inventory, or count, of items contained in their warehouse.
  • Storeroom Inventory Replenishment Guide (PD) - The Storeroom Inventory Replenishment Guide details step by step instructions on how to procure materials to replenish Storeroom inventory from a low value price determined (PD) vendor in Maximo.
  • Storeroom Inventory Replenishment Guide (PG) - The Storeroom Inventory Replenishment Guide details step by step instructions on how to procure materials to replenish Storeroom inventory from an annual contract (PG) vendor in Maximo.
  • Task Order Flow Chart - High level flow chart of the Task Order Process.
  • Task Order Guide - The Task Order (TO) Guide provides step-by-step instructions on how to initiate a Task Order-Notice to Proceed, Request Work and Invoice/Payment Processing in Maximo and with Facilities Contracts
  • Task Order Notice to Proceed -
  • Temporary Vendor Guide - The Temporary Vendor Guide is designed for the Vendor Manager to create temporary vendor numbers in Maximo. Temporary vendor numbers are typically created for companies who attended a pre- bid job walk in an informal contract and have not registered for a permanent District vendor number. This guide details step by step instructions on how create a temporary vendor number in the Company Master application.

 
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