IBM Maximo for Oil and Gas

Version 7.1

Introduction to IBM Maximo for Oil and Gas

Note
Before using this information and the product it supports, read the information in “Notices” on page 25.

This edition applies to version 7, release 1, modification 0 of IBM Maximo for Oil and Gas and to all subsequent releases and
modifications until otherwise indicated in new editions.

© Copyright International Business Machines Corporation 2007, 2008. All rights reserved.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM
Corp.
 Contents

Chapter 1: Overview of IBM Maximo for Oil and Gas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2: IBM Maximo for Oil and Gas applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Organizations (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Assets (Oil) application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Locations (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Improvements (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
MOC Requests (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
MOC (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Asset List (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Condition for Work (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Regulatory Compliance (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Prioritization Matrix (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Benefits and Losses (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Job Plans (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Routes (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Standard Actions (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Preventive Maintenance (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
People (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Defects (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Incidents (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Investigations (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Solutions (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Work Order Tracking (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Action Tracking (Oil) application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Quick Reporting (Oil) application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Chapter 3: IBM Maximo for Oil and Gas database tables and columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

© Copyright IBM Corp. 2007, 2008 iii

iv Introduction to IBM Maximo for Oil and Gas
Overview of IBM Maximo
for Oil and Gas
1
IBM® Maximo® for Oil & Gas provides oil and gas enterprises with best practices
to help improve the productivity and efficiency of their critical assets.

The product manages the asset life cycle, including acquisition, work
management, inventory control, purchasing, and preventive maintenance. The
product also addresses the following specialized needs of the oil and gas
industry:

T asset specifications
T failure codes
T forward planning of work according to plant conditions
T location details
T matrix-based prioritization
T regulatory compliance
T loss reporting
T defect, incident, and improvements reporting
T investigations, including after action reviews and root cause failure analysis
T solutions and lessons learned
T benefits and losses associated with improvements and solutions
T management of change
T action tracking
T standard actions associated with management of change and action tracking

IBM Maximo for Oil and Gas contains 23 applications that are designed
specifically for the oil and gas industry. Eleven applications are enhanced versions
of standard Maximo Asset Management applications. These enhanced
applications include fields, features, and actions that are specific to the oil and gas
industry.

The following table lists the applications that are specific to IBM Maximo for
Oil and Gas. Applications are listed by module. The table summarizes the oil
and gas-specific features in each application. The applications that are
available to you depend on your role and the security configuration of your
application server.

Module > Application Features

Administration > You can perform the following tasks:

Organizations (Oil)
T Specify oil and gas options for work orders.
T Load asset specification and failure code data.
T Set oil and gas options for improvements.
T Set oil and gas options for management of change.

Assets > You can associate regulations with assets.

Assets (Oil)

© Copyright IBM Corp. 2007, 2008 1

 Module > Application Features

Assets > You can perform the following tasks:

Locations (Oil)
T Associate regulations with locations.
T Point to physical locations in a plant.
T Specify attributes for locations.

Change (Oil) > You can perform the following tasks:

Improvements (Oil)
T Document the planned and actual costs and benefits of improving an
existing business process or plant configuration.
T Manage improvement projects.

Change (Oil) > You can initiate change requests and support change processes.
MOC Requests (Oil)

Change (Oil) > You can process change requests created in the MOC Requests
MOC (Oil) (Oil) application.

Planning > You can perform the following tasks:

Asset List (Oil)
T Create lists of assets that can be applied to an action.
T Apply an asset list to an action.
T Identify a campaign.

Planning > You can perform the following tasks:

Condition for Work (Oil)
T Specify the condition that an asset must be in for someone to work on it.
T Identify work that someone can perform on a reactive basis, if the status
of an asset changes.
T Associate the condition for work with a job plan or work order.
T Identify work someone must perform on an asset when it is scheduled
to be in a particular operational status.

Planning > You can perform the following tasks:

Regulatory Compliance (Oil)
T Define regulations that your enterprise must comply with.
T Associate regulations with various types of records.
T Associate a safety case with a regulation.

Planning > You can perform the following tasks:

Prioritization Matrix (Oil)
T Ensure that the highest priority work for an asset is performed before
lower priority work is performed.
T Run the Priority Matrix Report.

Planning > You can perform the following tasks:

Benefits and Losses (Oil)
T Define benefits and losses.
T Associate benefits and losses with defects, improvements, locations,
solutions, and work orders.
T Create an investigation record for a loss event.
T Associate an impact with a defect.

Planning > You can associate regulations, conditions for work, and reasons for work
Job Plans (Oil) with job plans.

Planning > You can view the condition for work and reason for work that is
Routes (Oil) associated with a job plan on a route record.

2 Introduction to IBM Maximo for Oil and Gas

 Module > Application Features

Planning > You can create and maintain standard actions that can be associated
Standard Actions (Oil) with management of change (MOC) records and action records.

Preventive Maintenance > You can view the condition for work and the reason for work on job plans
Preventive Maintenance (Oil) that are on preventive maintenance records.

Resources > You can perform the following tasks:

People (Oil)
T Provide additional contact information.
T Authorize people to approve root cause failure analysis and to approve
solutions.

Service Desk (Oil) > You can document and track assets that deviate from perfect operation.
Defects (Oil)

Service Desk (Oil) > You can perform the following tasks:
Incidents (Oil)
T Document deviations from an expected standard of operation.
T Document incidents that arise that are associated with people, plants, or
processes.

Service Desk (Oil) > You can perform the following tasks:
Investigations (Oil)
T Address an unresolved incident or defect.
T Record lessons learned from an after action review.
T Record the results of a root cause failure analysis.

Service Desk (Oil) > You can create and manage predefined responses to problems and
Solutions (Oil) lessons learned from an after action review.

Work Orders > You can perform the following tasks:

Work Order Tracking (Oil)
T View location information associated with a work order.
T Indicate if a review of a work order is required for your continuous
improvement process.
T Associate regulations, conditions for work, and reasons for work with
work orders.
T Override a matrix priority associated with a work order.

Work Order Tracking > You can perform the following tasks:
Action Tracking (Oil)
T Maintain records of work performed to accomplish tasks identified as an
action.
T Report the status of work that was performed to an external agency or
an internal organization.
T Identify assets affected by an action.
T Determine the work that must be accomplished to meet an action.
T Track the work required to meet an action.

Work Orders > You can associate regulations with work orders.
Quick Reporting (Oil)

Overview of IBM Maximo for Oil and Gas 3

4 Introduction to IBM Maximo for Oil and Gas
IBM Maximo for Oil and
Gas applications
2
The following IBM Maximo for Oil and Gas applications provide features specific
to the oil and gas industry.

Organizations (Oil) application

You use the enhanced Organizations (Oil) application to set up the organizations
and sites. The Organizations (Oil) application has the following oil and gas-
specific actions:

T Work Order— Prioritization Matrix Options: to specify oil and gas options for
work orders within an enterprise.

T Work Order— Edit Rules: to specify the statuses at which costs and estimates,
reviews, approvals and authorizations, and MOC pre-start actions and post-
start actions can be edited.

T Improvements Options: to specify a density defect constant.

T MOC/MOC Request Options: to specify the default history period; to specify

if MOC review, approval, and authorization requires an authorized person.

T Update Failure Codes: to load oil and gas failure codes.

T Update Asset Specifications: to load oil and gas asset specifications.

You can access the Update Failure Codes and Update Asset Specifications actions
from the List tab only.

Assets (Oil) application

You use the enhanced Assets (Oil) application to create and store asset identifiers
and corresponding information.

Tabs
The Assets (Oil) application contains the following oil and gas-specific tab:

T Regulations: to associate regulations with an asset.

© Copyright IBM Corp. 2007, 2008 5

Locations (Oil) application

Actions
The Assets (Oil) application has no oil and gas-specific actions.

Locations (Oil) application

You use the enhanced Locations (Oil) application to associate regulations with
locations, point to physical locations in a plant, and specify attributes for
locations.

Tabs
The Locations (Oil) application has the following oil and gas-specific tabs:

T Location Details: to specify documentation references, area classifications,

access, and production impact for a location.

T Operating Context: to specify taxonomy, operating context, and risk

categorization information for a location.

T Regulations: to associate regulations with a location.

Actions
The Locations (Oil) application has no oil and gas-specific actions.

Improvements (Oil) application

You use the Improvements (Oil) application to plan, review, and report the actual
costs and benefits of implementing improvements to a business process or plant
configuration.

Tabs
The Improvements (Oil) application has the following tabs:

T List: to search for improvement records; to change the status of multiple

improvements; to create work packages; to assign ownership or take
ownership of multiple improvements.

T Improvement: to create, plan, review, and approve improvements to an

existing business process or plant configuration; to plan, review, and approve
new processes or plants; to view scheduling information; to identify assets or
locations that an improvement affects.

T Plans: to enter, view and modify an improvement plan.

6 Introduction to IBM Maximo for Oil and Gas

 MOC Requests (Oil) application

T Related Records: to associate related tickets and work orders with an

improvement record.

T Actuals: to enter, view and modify the actual child improvements,

improvement tasks, costs, and benefits of an improvement.

T Project Details: to create, view, and modify details about an improvement,

including a mission statement, defect measurements, and the members of an
improvement team.

T Log: to create, view, edit, and delete work log entries; to view communication
log entries.

Actions
The Improvements (Oil) application has the following actions:

T Change Status
T Apply SLAs
T View SLAs
T Select/Deselect SLAs
T Create Work Order
T Create Service Request
T Create Incident
T Create Investigation
T Create Improvement
T Create MOC Request
T Create MOC
T Create Release
T Create Communication
T View History
T View Benefits
T Remove Work Plan
T Apply Route
T Assign to New Parent
T Move/Swap/Modify
T Modify/Delete Work Log
T Edit History Improvement
T Select Owner
T Take Ownership
T Duplicate improvement
T Delete Improvement

For information about these actions, see the Improvements (Oil) Help.

MOC Requests (Oil) application

You use the MOC Requests (Oil) application to initiate change requests and
support change processes for the oil and gas industry.

IBM Maximo for Oil and Gas applications 7

MOC (Oil) application

Tabs
The MOC Requests (Oil) application has the following tabs:

T List: to search for MOC request records; to change the status of multiple MOC
requests; to assign ownership or take ownership of multiple MOC requests.

T MOC Request: to create, review, and approve management of change (MOC)

requests.

T Related Records: to associate related tickets and work orders with a

management of change request.

T Log: to create, view, edit, and delete work log entries; to view communication
log entries.

Actions
The MOC Requests (Oil) application has the following actions:

T Change Status
T Apply SLAs
T View SLAs
T Select/Deselect SLAs
T Create Work Order
T Create Service Request
T Create Incident
T Create Investigation
T Create MOC Request
T Create MOC
T Create Release
T Create Communication
T View History
T View MOC Request History
T Modify/Delete Work Log
T Edit History MOC Request
T Select Owner
T Take Ownership
T Duplicate MOC Request
T Delete MOC Request

For information about these actions, see the MOC Requests (Oil) Help.

MOC (Oil) application

You use the MOC (Oil) application to process change requests created in the MOC
Requests (Oil) application.

8 Introduction to IBM Maximo for Oil and Gas

 MOC (Oil) application

Tabs
The MOC (Oil) application has the following tabs:

T List: to search for management of change records; to change the status of

multiple MOC records; to assign ownership or take ownership of multiple
MOC records.

T MOC: to create, view, and modify MOC records; to view scheduling

information; to select or assign record ownership; to identify assets, locations,
and services that are affected by an MOC record.

T Review and Approve: to view, add, and delete reviewers and approvers for an
MOC record.

T MOC Pre-Start Actions: to view, add, and delete pre-start actions for an MOC
record.

T Authorize: to view, add, and delete authorizers for an MOC record.

T MOC Post-Start Actions: to view, add, and delete post-start actions for an
MOC record.

T MOC Closure: to view and add closure information for an MOC record.

T Related Records: to view, add, and delete related work orders and tickets; to
view follow-up records for the current MOC record.

T Change Log: to view and create work log and communication entries about
the current record.

Actions
The MOC (Oil) application has the following actions:

T Change Status
T Apply SLAs
T View SLAs
T Select/Deselect SLAs
T Create Work Order
T Create Service Request
T Create Incident
T Create Investigation
T Create MOC Request
T Create MOC
T Create Release
T Create Communication
T View History
T View MOC History
T Modify/Delete Work Log
T Edit History MOC
T Select Owner
T Take Ownership
T Duplicate MOC
T Delete MOC

IBM Maximo for Oil and Gas applications 9

Asset List (Oil) application

For information about these actions, see the MOC (Oil) Help.

Asset List (Oil) application

You use the Asset List (Oil) application to create lists of assets that can be applied
to an action.

Tabs
The Asset List (Oil) application has the following tabs:

T List: to search for asset list records.

T Asset List to create, modify, and delete asset lists.

Actions
The Asset List (Oil) application has the following actions:

T Duplicate Asset List

T Delete Asset List

For information about these actions, see the Asset List (Oil) Help.

Condition for Work (Oil) application

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.

Tabs
The Condition for Work (Oil) application has the following tabs:

T List: to search for condition for work records; to change the status of multiple
condition for work records.

T Condition for Work: to add, view, and modify condition for work records.

Actions
The Condition for Work (Oil) application has the following actions:

T Change Status
T Duplicate Condition for Work
T Delete Condition for Work

For information about these actions, see the Condition for Work (Oil) Help.

10 Introduction to IBM Maximo for Oil and Gas

 Regulatory Compliance (Oil) application

Regulatory Compliance (Oil) application

You use the Regulatory Compliance (Oil) application to help your enterprise to
comply with statutory requirements related to employee health, plant safety, and
the environment.

Tabs
The Regulatory Compliance (Oil) application has the following tabs:

T List: to search for regulation records; to change the status of multiple

regulations.

T Regulation: to add, view, and modify regulation records.

T Log: to create, view, edit, and delete work log entries, and to view
communication log entries.

T Where Used: to see the asset, location, or job plan that a regulation is
associated with.

Actions
The Regulatory Compliance (Oil) application has the following actions:

T Change Status
T Create Communication
T Modify/Delete Work Log
T Duplicate Regulation
T Delete Regulation

For information about these actions, see the Regulatory Compliance (Oil) Help.

Prioritization Matrix (Oil) application

You use the Prioritization Matrix (Oil) application to build priority matrices.
Priority matrices help you to ensure that the highest priority work for an asset is
performed before lower priority work is performed.

Tabs
The Prioritization Matrix (Oil) application has the following tabs:

T List: to search for priority matrix records; to change the status of multiple
prioritization matrix records.

T Reason for Work: to enter, view, and modify reason for work records.

IBM Maximo for Oil and Gas applications 11

Benefits and Losses (Oil) application

Actions
The Prioritization Matrix (Oil) application has the following actions:

T Change Status
T Duplicate Reason for Work
T Delete Reason for Work

For information about these actions, see the Prioritization Matrix (Oil) Help.

The Prioritization Matrix (Oil) application also has the following icon on the
toolbar:

T Run Priority Matrix Report

Benefits and Losses (Oil) application

You use the Benefits and Losses (Oil) application to define benefits and losses and
to associate them with defects, improvements, locations, solutions, and work
orders.

Tabs
The Benefits and Losses (Oil) application has the following tabs:

T List: to search for impact records.

T Impacts: to enter general information about the impact of benefits and losses.
The Impacts tab has the following subtabs:

„ Benefits to add, view, and modify information about benefits.

„ Losses to add, view, and modify information about losses.

T Related Records: to associate related tickets and work orders with an impact
record.

T Log: to create, view, edit, and delete work log entries, and to view
communication log entries.

Actions
The Benefits and Losses (Oil) application has the following actions:

T Change Status
T Create Investigation
T Create Communication
T Modify/Delete Work Log
T Duplicate Impact
T Delete Impact

For information about these actions, see the Benefits and Losses (Oil) Help.

12 Introduction to IBM Maximo for Oil and Gas

 Job Plans (Oil) application

Job Plans (Oil) application

You use the enhanced Job Plans (Oil) application to add, view, and modify job
plans and to associate them with regulations, conditions for work, and reasons for
work.

Tabs
The Job Plans (Oil) application has the following oil and gas-specific tabs:

T Job Plan: The enhanced Job Plan tab has the following oil and gas-specific
fields:

Condition for Work, Improvement Plan, Reason for Work, Function

T Regulations: to associate regulations with job plans.

Actions
The Job Plans (Oil) application has no oil and gas-specific actions.

Routes (Oil) application

You use the enhanced Routes (Oil) application to view the condition for work and
reason for work that are associated with a job plan.

Tabs
The Routes (Oil) application has the following oil and gas-specific tab:

T Route: The enhanced Route tab has the following oil and gas-specific fields:

Condition for Work, Condition for Work Description, Reason for Work,
Reason for Work Description, Function

Actions
The Routes (Oil) application has no oil and gas-specific actions.

Standard Actions (Oil) application

You use the Standard Actions (Oil) application to create and maintain standard
actions. You can associate these actions with a management of change (MOC)
record or an action record.

IBM Maximo for Oil and Gas applications 13

Preventive Maintenance (Oil) application

Tabs
The Standard Actions (Oil) application has the following tabs:

T List: to search for standard action records; to change the status of multiple
standard actions.

T Standard Action: to add, view, and modify standard action records.

T Log: to create, view, edit, and delete work log entries, and to view
communication log entries.

Actions
The Standard Actions (Oil) application has the following actions:

T Change Status
T Create Communication
T Modify/Delete Work Log
T Duplicate Standard Action
T Delete Standard Action

For information about these actions, see the Standard Actions (Oil) Help.

Preventive Maintenance (Oil) application

You use the enhanced Preventive Maintenance (Oil) application to create, modify,
and view preventive maintenance plans for work assets and locations.

Tabs
The Preventive Maintenance (Oil) application has the following oil and gas-
specific tabs:

T PM: The enhanced PM tab has the following oil and gas-specific fields:

Condition for Work, Condition for Work Description, Reason for Work,
Reason for Work Description, Function

T Job Plan Sequence: The enhanced Job Plan Sequence tab has the following oil
and gas-specific fields:

Condition for Work, Condition for Work Description, Reason for Work,
Reason for Work Description, Function

Actions
The Preventive Maintenance (Oil) application has no oil and gas-specific actions.

14 Introduction to IBM Maximo for Oil and Gas

 People (Oil) application

People (Oil) application

You use the enhanced People (Oil) application to create, modify, view, and delete
records for individuals.

Tabs
The People (Oil) application has the following oil and gas-specific tab:

T Details: to add, modify, and view additional contact information; to identify

who can approve solutions and who can approve root cause failure analysis;
to identify who can review, approve, and authorize management of change
records.

Actions
The People (Oil) application has no oil and gas-specific actions.

Defects (Oil) application

You use the Defects (Oil) application to create and track defects. A defect is
something that causes an asset to deviate from perfect operation.

Tabs
The Defects (Oil) application has the following tabs:

T List: to search for defect records; to change the status of multiple defects; to
assign ownership or take ownership of multiple defects.

T Defect: to add, view, and modify defect records; to classify the defect to
enhance solution searching and reporting.

T Related Records: to associate related tickets and work orders with a defect
record.

T Solution Details: to search for and attach solution information; to view

applied solution information; to add solution information to the record.

T Log: to create, view, edit, and delete work log entries, and to view
communication log entries.

Actions
The Defects (Oil) application has the following actions:

T Change Status
T View History

IBM Maximo for Oil and Gas applications 15

Incidents (Oil) application

T View Costs
T Edit History Defect
T Create Service Request
T Create Defect
T Create Investigation
T Create MOC Request
T Create MOC
T Create Release
T Create Work Order
T Create Improvement
T Create Action
T Create Solution
T Create Communication
T Apply Defect Template
T Select Owner
T Take Ownership
T Modify/Delete Work Log
T Show Similar Tickets
T Apply SLA
T View SLAs
T Select/Deselect SLAs
T Duplicate Defect
T Delete Defect

For information about these actions, see the Defects (Oil) Help.

Incidents (Oil) application

You use the enhanced Incidents (Oil) application to document a deviation from an
expected standard of operation and to manage incidents associated with people,
plants, and processes.

Tabs
The Incidents (Oil) application has the following oil and gas-specific tabs:

T Incident: The enhanced Incident tab has the following oil and gas-specific
fields:

From Review Required, Incident Type, External Incident Reference, Incident

Impact, High Context, Investigation Required, Reportable, Is Defect, Regional
Issue, Local Issue

T Solution Details: The enhanced Solution Details tab has the following oil and
gas-specific fields:

Solution Category, Is Lesson Learned, Solution Originator

T High Context: to add and view information about a high-context incident.

16 Introduction to IBM Maximo for Oil and Gas

 Investigations (Oil) application

Actions
The Incidents (Oil) application has the following oil and gas-specific actions:

T Create Investigation: to create an investigation from an incident.

T Create MOC Request: to create a management of change request from an
incident.
T Create MOC: to create a management of change from an incident.
T Create Improvement: to create an improvement from an incident.

Investigations (Oil) application

You use the Investigations (Oil) application to create and modify investigation
records. Create an investigation record to address an unresolved incident or
defect, to record lessons learned from an after action review, and to record the
results of root cause failure analysis.

Tabs
The Investigations (Oil) application has the following tabs:

T List: to search for investigation records; to change the status of multiple

investigations; to assign ownership or take ownership of multiple
investigations.

T Investigation: to add, view, and modify investigation records; to classify

investigations to enhance solution searching and reporting; to flag an
investigation as a global, regional, or local issue.

T Activities: to create, delegate, and track activity work orders for the
investigation; to report actual labor time spent resolving an investigation and
its activities.

T Related Records: to associate related tickets and work orders with an

investigation record.

T Solution Details: to search for and attach solution information, view applied
solution information, or create solution information for the record.

T Log: to create, view, edit, and delete work log entries, and to view
communication log entries.

T Failure Reporting: to view and record failure information for assets and
locations.

T After Action Review: to document the results of an after action review that
arose from a successful or unsuccessful event. If the action review leads to
lessons learned, you

T RCFA: to log the details and results of a root cause failure analysis.

IBM Maximo for Oil and Gas applications 17

Solutions (Oil) application

Actions
The Investigations (Oil) application has the following actions:

T Change Status
T View History
T View Costs
T Edit History Investigation
T Create Service Request
T Create Incident
T Create Investigation
T Create MOC Request
T Create MOC
T Create Release
T Create Work Order
T Create Improvement
T Create Action
T Create Solution
T Create Communication
T Apply Investigation Template
T Select Owner
T Take Ownership
T Modify/Delete Work Log
T Show Similar Tickets
T Apply SLA
T View SLAs
T Select/Deselect SLAs
T Duplicate Investigation
T Delete Investigation

For information about these actions, see the Investigations (Oil) Help.

Solutions (Oil) application

You use the enhanced Solutions (Oil) application to create and manage solution
records within a service desk environment.

Tabs
The Solutions (Oil) application has the following oil and gas-specific tabs:

T Solution: to create and manage solution records. The enhanced Solution tab
has the following oil and gas-specific fields:

Is Lesson Learned, Solution Category, Originating Site

T Ownership: to specify the originator and owner of a solution; to specify if the

solution is a global, regional, or local solution; to specify approval by the
owner; to specify approval at the global, regional, or local level.

T Benefits: to add, view, and modify the estimated costs and benefits of a
solution.

18 Introduction to IBM Maximo for Oil and Gas

 Work Order Tracking (Oil) application

T Log: to create, view, edit, and delete work log entries, and to view
communication log entries.

T Related Records: to associate related tickets and work orders with a solution
record.

Actions

The Solutions (Oil) application has the following oil and gas-specific action:

T View Investigations: to view investigations associated with a solution.

Work Order Tracking (Oil) application

You use the enhanced Work Order Tracking (Oil) application to plan, review, and
approve work orders for assets and locations.

Tabs
The Work Order Tracking (Oil) application has the following oil and gas-specific
tabs:

T Work Order: The enhanced Work Order tab has the following oil and gas-
specific fields:

Condition for Work, Reason for Work, Reason for Work Description, Function,
Matrix Index, Matrix Priority, Matrix Priority Overridden, Matrix Priority
Override Code, Target Dates Overridden

T Work Details: to view information from the Location Details and Operating
Context tabs in the Locations (Oil) application; to indicate if a review of this
work order is required before someone can complete it; to record losses
associated with a work order.

T Regulations: to associate regulations with this work order.

Actions
The Work Order Tracking (Oil) application has the following oil and gas-specific
actions:

T Create Investigation: to create an investigation from a work order.

T Create MOC Request: to create a management of change request from a work

order.

T Create MOC: to create a management of change from a work order.

IBM Maximo for Oil and Gas applications 19

Action Tracking (Oil) application

Action Tracking (Oil) application

You use the Action Tracking (Oil) application to maintain work records and
report the status of work performed to accomplish tasks identified as an action.

Tabs
The Action Tracking (Oil) application has the following tabs:

T List: to search for action records; to change the status of multiple actions; to
create work packages; to assign ownership or take ownership of multiple
actions.

T Action to create, plan, review, and approve actions.

T Work Package: to display one or more assets that are attached to an action; to
select one or more asset lists to attach to an action; to generate work orders or
preventive maintenance records for an asset; to display all work orders
associated with an action.

T Log: to view and create entries about the current record.

T Review: to add departments, groups, and people who are required to be part
of the review process for an action.

Actions
The Action Tracking (Oil) application has the following actions:

T Change Status
T Apply SLAs
T View SLAs
T Select/Deselect SLAs
T Create Communication
T View Action History
T Manage Downtime History
T Modify/Delete Work Log
T Select Owner
T Take Ownership
T Generate Work
T Display Action Hierarchy
T Duplicate Action
T Delete Action

For information about these actions, see the Action Tracking (Oil) Help.

Quick Reporting (Oil) application

You use the enhanced 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.

20 Introduction to IBM Maximo for Oil and Gas

 Quick Reporting (Oil) application

Tabs
The Quick Reporting (Oil) application has the following oil and gas-specific tab:

T Regulations Tab: to associate regulations with work orders.

Actions
The Quick Reporting (Oil) application has the following oil and gas-specific
action:

T Create Investigation: to create an investigation from a work order.

IBM Maximo for Oil and Gas applications 21

Quick Reporting (Oil) application

22 Introduction to IBM Maximo for Oil and Gas

IBM Maximo for Oil and
Gas database tables and
columns
3
IBM Maximo for Oil and Gas contains new oil and gas-specific database tables,
and it adds oil and gas-specific columns to the Maximo Asset Management
database tables.

For a list of tables and columns that are unique to IBM Maximo for Oil and Gas,
see Database Tables and Columns in the IBM Maximo for Oil and Gas
Information Center. The list of tables and columns includes data type and column
length, and indicates whether columns are required.

After you install Maximo for Oil and Gas, you can run SQL queries to generate
information about these tables and columns. Use the following SQL statements,
modified as needed:

To list all oil and gas-specific columns:

select objectname, attributename, required, maxtype, length

from maxattribute
where (attributename like 'PLUSG%' or objectname like 'PLUSG%')
order by objectname, attributename;

To list all persistent oil and gas-specific columns:

select objectname, attributename, required, maxtype, length

from maxattribute
where (attributename like 'PLUSG%' or objectname like 'PLUSG%')
and persistent = 1
order by objectname, attributename;

The names of new oil and gas-specific tables begin with PLUSG, as do the names
of the new columns in the Maximo Asset Management database tables. The
following table contains examples of oil and gas-specific columns in the new and
existing database tables.

Type of database table Table.Column

New table, specific to IBM PLUSGBENEFIT.ESTCOST

Maximo for Oil and Gas
PLUSGRCFARESULTS.DESCRIPTION

PLUSGREGULATION.STATUS

Existing Maximo Asset JOBPLAN. PLUSGIMPROVEPLAN

Management table
SOLUTION.PLUSGGLOBALAPP

WORKORDER.PLUSGREVIEWED

© Copyright IBM Corp. 2007, 2008 23

24 Introduction to IBM Maximo for Oil and Gas
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26 Introduction to IBM Maximo for Oil and Gas

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28 Introduction to IBM Maximo for Oil and Gas