Presenter: Christian Boisvert

Maximo Incidents and Investigations

For audio, please dial: 1-888-296-6500 (Code: 738859#)

About the Presenter: Christian Boisvert

Christian is a Senior Maximo Consultant with over 7 years of consulting experience. Christian has implemented work management, inventory management, financial integration, and mobile solutions to more than 10 customers in North America. He has developed and facilitated a variety of Maximo training courses and workshops. His focus has been on Oil and Gas, Healthcare, Power Generation, and Military organizations.

Questions on Maximo? Contact Christian directly at:

email: cboisvert@ontracksconsulting.com Phone: 780.637.4130 ext. 234

Agenda

• Overview of Incidents

• Overview of Investigations

• Functional Demonstration

Safety and Quality Management (Oil) – What is it?

• Supports many types of investigations to analyze recurring incidents or defects when root cause analysis or after action review is required.

• Provides traceability into historical incidents and earlier corrective actions.

• Identifies regulatory compliance against assets and locations. It associates job plans and work orders to these regulations to ensure compliance –significantly reducing the costs associated with compliance.

Safety and Quality Management Applications

• Certifications (Oil)

• Audit and Survey (Oil)

• Defects (Oil)

• Incidents (Oil)

• Investigations (Oil)

• Service Requests (Oil)

• Solutions (Oil)

INCIDENTS

What is an Incident?

• An incident record captures information about an event that deviates from standard service or an event that might disrupt the quality of that service.

• The Incidents (Oil) application can be used to create and modify records of the incidents.

• Manage corrective Actions.

• Close the feedback loop.

Incidents in Maximo

• An incident record is a type of ticket and can be linked to other objects such as:

– Impact Records

– Risk Assessments

– Actions

– Solutions

– Work Orders

– Investigations

Purpose of an Incident

• After creating a incident record to initially document the incident, you can investigate potential solutions.

• Once a solution is identified, you can record it on the incident.

• If resolving the incident involves creating a service request, problem, or work order, you can create it directly from the incident record, thereby creating relationships to come together to fully illustrate what happened, why, and what was done to fix it.

Incident Statuses

• NEW – A new event record has been created. The record can either move to a cancelled or waiting for review status.

• INPROG – The incident has been recorded and corrective actions are currently being implemented.

• WOR – An event record is waiting for review by an Event Coordinator. The record can either be cancelled, closed (if not investigation is required) or pending (investigation required).

Incident Statuses continued . . .

• PENDING – An event record has been reviewed and an investigation has been created. The record can move to a resolved status when the investigation is complete.

• RESOLVED – An event record has been investigated and resolved. The record can move to a closed status when all corrective actions have been completed.

• CLOSED – An event record is resolved and all corrective actions associated to an event record are complete. The record is read-only and cannot move to another status.

Incident Demo

INVESTIGATIONS

Benefits of Investigations (Oil)

• Consistency, transparency, completeness and availability of investigation information

• Connection to work management and asset management functions

• Visibility into asset history details

• Informed decisions about asset management

• Structured problem solving

• Collaborative team based problem solving

Investigations (Oil) Functions

• Integrate Investigations with the same tool operations uses to control and track work.

• Centralize Asset Failure and Analysis data

• Identify and Assign Activities within an Investigation

• Identify and Assign Work Orders based on resulting recommendations

• Provide a link between past, present Asset Failures and defects

• Provide a link between Risk Assessments, Investigation, Recommendations and an assessment of the effectiveness

Investigations Status

• NEW This status is the default status of a new investigation record. You can delete a record that has this status.

• QUEUED Ownership of the investigation is assigned to a person or a group.

• INPROG Work on the investigation is in progress. • PENDING The investigation is pending an external action, for

example, a vendor or user callback or delivery of parts. • RESOLVED Information has been gathered and routed, service has

been restored, or a solution has been provided. The status of the investigation activities is also updated. You can reopen an investigation by changing its status from RESOLVED to INPROG.

• CLOSE The investigation is finalized. The status of each related child activity is also updated. Inventory reservations for unused items are removed. After the record is closed, you cannot change the status.

Investigation Templates

• If an investigation template contains activities or job plans, the application creates an investigation activity for each template activity. An investigation activity might be created for each template job plan.

• When you apply a template, activities are created for job plans where the site matches the site of the investigation record.

• If the template contains organization-level job plans, activities are created only when the investigation site is in the same organization as the job plan.

• If the template contains system-level job plans, activities are created based on the investigation site.

• If the template includes activities that are not based on a job plan, activities are created based on the investigation site.

Investigation Scope

• “At the Time” capture of Problem, Cause, Remedy.

• Full formal Investigation.

“At the Time” (Failure Reporting)

Incident Occurs

• Initiate Corrective Work Order

Corrective Action

• Plan

• Approve

• Schedule

• Manage

Log Equipment Failure

• Problem

• Cause

• Remedy

“At the Time” (Failure Reporting)

DEMOProblem occurred on the Conveyor System in #1 Liquid Packaging Line

Full Formal Investigation

Incident Occurs

Reporting NotificationRisk

AssessmentInvestigation

Required?

Investigation Tab

Initiate Investigation

Assemble Team of

Subject Matter Experts

Assign Investigation

LeadScoping

Activities Tab

Preserve Evidence

Collect DataOrganize the

Analysis

Select Investigation

Method

Analysis Tab

Define Recommendations

Prioritize Recommendations

Document the Analysis

Related Records Tab

Sponsor Agreement Obtained?

Implement Actions

After Action Review Tab

Document AAR Details

Lessons Learned?

Investigation Closed

Full Formal Investigation

DEMOVisible electrical arcs were observed on an HVAC electrical panel. An investigation has been launched to determine the cause.

Thank you!

For questions, please contact Christian Boisvert at: 1-780-637-4130 ext.234 or cboisvert@ontracksconsulting.com