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Icons the technicians will use to interact with Maximo:

Maximo App

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Green Sheets

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Create Service Request

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FAQs

Can the technicians use their phone to update Maximo?  Yes, they will be given the information needed to connect to Maximo once we are live.

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Can they take pictures to add to the work orderorder?  Yes.

Can they scan the barcode on the equipment to add it to the work order?  Yes.

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Can technicians create work orders?  Yes.  They can create work orders for themselves and for other shops.  They cannot assign work orders to other technicians, only supervisors can do that.

Do technicians have to add materials purchased through ePro directly for the job?  No, these will be added automatically.


Maximo App

Click on the dice Navigator at the bottom to bring up the main page

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  • Corrective Maintenance Work Orders are priority 2
  • Preventive Maintenance Work Orders are priority 3


After clicking on the carrot caret on the right, they'll see the work order details:

  • Short Description
  • Long Description
  • Is it Corrective or Preventive Maintenance
  • Category of the issue
  • Location of the problem
  • Asset information, if attached
  • Location Safety Information
  • Asset Safety Information, if the asset is attached
  • Any attachments the requester has added (pictures, diagrams, etc.)
  • When the issue was reported
  • Who reported the issue
  • The phone number of the person who reported the issue

Image of iPad Work Order Details


To report hours worked on the job, add a work log of what was done, add inventory materials, report hours worked on the job, and complete the assignment they will click on the Report Work Button

Report Work Page

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Add a Work Log

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Add Inventory Materials to a job

Select the + next to the Materials Used 

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Select the Storeroom

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Select the Part Number

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Update the Quantity and Submit

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Report Work Screen with Inventory Materials added

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Reminder FAQ: Do technicians have to add materials purchased through ePro directly for the job?  No, these will be added automatically.


Add Hours worked on the job

1- One day job - Complete Assignment and Add Hours

MUST SELECT THE ASSIGNMENT - If you don't you'll get an error

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2-Multiple day job

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To create a Work Order

Click on the + on the Navigator Page

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Enter the following information

  • Short Description
  • Long Description, optional
  • Category
  • Select the correct location - use Search to Find the Location
  • Select the correct asset, optional - Use Scan to scan barcode
  • Assign to yourself or assign to a Shop
  • CLICK ON SAVE TO SUBMIT

WARNING: Make sure to click on Save to submit.  If the iPad goes to sleep before you click on save the work order will be lost...


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Green Sheets

  • Time from work orders should be added from the Maximo App My Schedule (see above)
    • Regular Hours
    • Overtime Hours
    • Double Time Hours
    • Worked Holiday Hours
  • Green Sheets app should be used to add any Collective Bargaining Agreement (CBA) pay
    • Auto Allowance
    • Freezer Pay
    • Heat Pay
    • Height Pay
    • Leader Pay
    • Meals Allowance
    • Out of Grade
  • Green Sheets app should be used to add any benefit time
    • Ny Family Leave- No Pay
    • Floating Holiday
    • Special Floating Holiday
    • FMLA Reduced Sick
    • FMLA Sick
    • FMLA Sick No Pay
    • Funeral/Bereavement
    • Holiday Pay
    • Jury Duty
    • Miliary Leave
    • Orange Appreciation Day
    • Personal Business
    • Reduced Sick Time
    • Sick Time
    • Training
    • Union Time with Pay
    • Vacation
  • Green Sheets app should be used to add any refused overtime or absent time
    • Absent no pay
    • Absent with pay
    • Refused Overtime
  • The supervisor will need to approve any time entered before Facilities Payroll can process
  • Totals are provided to validate daily and weekly hours in the following categories:
    • Regular = 8 hours per day, 40 hours per week
    • Overtime
    • Double Time
    • Worked Holiday
    • CBA Pay
    • Refused Overtime

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  • Hours can be added associated to work orders but this should not be encouraged.
  • Once a supervisor and/or faculties payroll has approved the hours, the employee cannot update.
    • S = Supervisor Approved
    • F = Facilities Payroll Approved

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  • To delete a row - click on the trash can
  • To add a row - click on the New Row Button
  • To save - click on the Save Button at the top of the page

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Click to go to the page for instruction to create a Service Request