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IBM Maximo Asset Management TrainingGetting Started

Bruno Portaluri

Maximo Technical Solution Architect

Last Update: 2014-11-12

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Signing in to Maximo

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Start Center

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Maximo Start Center

• A Start Center consists of two columns, one narrow and one wide. Each column can be configured to display one or more portlets, which display data, links, or reports that are available to you.

• Depending on the ID used to log in, the applications that display in the Quick Inserts and Favorite Application sections of the Start Center will vary.

• Available portlets• Quick Insert portlet displays a list of links that launch specific applications directly into

creating a new record such as the Create a Change record.

• Favorite Applications portlet displays links that launch specific applications. The List screen displays where you can review a list of records or search for specific records.

• KPI Graph portlet displays one or more Key Performance Indicator (KPI) graphs.

• KPI List portlet which displays a list of links to one or more KPI records in the KPI Manager application.

• Result Set portlet displays the results from a saved query.

• Bulletin Board portlet displays messages broadcasted by the Maximo administrator.

• Inbox/Assignments portlet displays workflow tasks assigned to the current user.

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Start Center - Configurable portlets

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Navigation Bar

BulletinsDisplays the Bullettin Board to view broadcast messages

Go To MenuDisplays the list of modules and applications available to the current user

Sign OutLogs out the current user

HelpDisplays the help

ProfileAllows to manage user information such as language, site, time zone, etc.

Start CenterReturns to the home page

TitleDisplays the current logged user or the current application name

ReportsAllows to generate reports

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Opening an ApplicationGo To MenuAll applications available to the current user are diplayed

Favorite ApplicationsList of most used applications are listed here

Quick InsertDirectly create a new record

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Application Elements

Toolbar

Tabs

Adv. Search

Table

Search fields

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Toolbar

Saved Queries Quick Find Action Menu ButtonsAdv. Search

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Toolbar Buttons

Additional buttons are displayed depending on the selected application and user authorizations

Insert new record Save Clear changes

Previuos record

Next record

Change status

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Table Buttons

Table FilterOpens the filter fileds row

FindFilters the table based on the filter fields

Use ‘=‘ for exact matching

Previous/Next PageRecords Count

Previous/Next Row

DownloadDownloads table as an Excel worksheet

RefreshForces the reload of the records

Filter Fields

SortClick on a column header to sort

Record IDOpens the record details page

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Record Details

Application Tabs

Record ID Description Long Description Attachments

Additional Details

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Attachments

When selecting view attachments from one record you can access documents attached to all related records

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ReportsRun Report action is available in every application to lauch reports

A report list displays the list of available reports

The Request Pageallows to run the report or schedule it

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Various Tips

• ALT+F1 displays help on any field

• Never use the browser Back button

• Tab key perform validations

• When you do not understand how to do something, take a look at ‘Select Action’ menu

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