User Guide

Mobile App for Maximo Asset Management

Date: March 20, 2024

Supplying your Maximo: How to Log In

When you first launch MxMobile, you will be prompted to supply your Maximo credentials.

Enter the following information: Maximo URL: Maximo Username: Maximo Password: Press the Login button.

Tip: Make sure your device is connected to a network that can see your Maximo environment. If you are unsure, open a browser on your device and go to your Maximo URL. You should be able to see the Maximo login screen.

MxApprove: Mobile App for Maximo Task

Overview

MxApprove is one of the more simplistic apps in the MxMobile suite. Once logged in, users will see a list of “tasks” that are queued for them to view, approve, or reject. Examples of tasks to approve are items such as work orders and service requests.

From the home page you will be able to preview tasks. Relevant information can be seen for each task on the list such as who the task is assigned to, requested by, and the time the task was requested.

Searching for Records

Once you’ve successfully supplied your credentials, you can begin to filter your list of records. You can do that in several ways:

  1. Use the Search Bar to filter for records.
  2. Use the camera on the native device to scan barcodes or QR codes.
  3. Use the sort buttons.

Use the Sort Buttons

By default, the main search list can be sorted by “Record Type” or “Start Date”. These options are configurable.

Use the Search Bar

You can use the search bar to enter search criteria for your records. Work order numbers, or descriptions are searchable by default. After entering your search term, the app will automatically filter the list.

Scan for Items

You can use your device’s native camera to scan for items. MxAsset supports scanning of both barcodes and QR codes. Touch the scan icon to the right of the search bar to launch the scanner.

View Task Details

To view the details of a task in your list click on the ellipses () button. This will open the task where you can view further details about the task. If an item has attachments, they will be shown below the details section. To view the attachments, click the link in the URL field.

Navigating Your List

To navigate to the next record you can swipe left or right on your screen, or use the left or right arrow buttons at the top right of the screen. To navigate to the home screen, click the hamburger menu at the top right and select “Home”.

Approve Tasks

Users can select the accept () button either from the main home screen task list or at the bottom of the details list within the task itself. After selecting the accept button there is an option to add a memo to the approval prior to submitting. After pressing the “Accept Task” button below the memo field, you will be taken back to the home screen.

Reject Tasks

Should you need to reject a task, press the “Reject Task” button on the task either from the main home screen task list or at the bottom of the details section within the task itself. After selecting the “Reject Task” button there is an option to add a memo. Once you select the “Reject Task” button below the memo field, you will be required to select the reason for the rejection from a dropdown menu. After selecting your reason, you will be returned to the home screen. If you have accepted and/or rejected all your tasks, the home screen will state “No task assignments found.”

Offline Capabilities

MxApprove can record all your transactions within the app while the device is offline. Once you have curated your list, you may go offline. Your list will remain and will be filterable (including scanning).

Any offline transactions will go into a Pending Transactions queue. A new menu option will appear if there are any pending transactions and show an icon indicating the number of offline transactions in the queue.

If your device comes back into coverage and regains connection, it will automatically process the transactions in the queue when you navigate to the home screen.

Troubleshooting Tips

  1. Make sure that your device can see the IBM Maximo environment from the connection you have. One trick is to open a browser on your device and see if you can navigate to the IBM Maximo URL for your organization. If the login page returns successfully, then you’re on the correct network and you should be able to use that same URL within the apps. If the login page doesn’t come back, then that means your device can’t see Maximo – which means the apps won’t be able to see Maximo either. In this case make sure your device is connected to a company Wi-Fi network, or VPN. The device needs to be able to see that Maximo environment, unless you’re running Maximo in the cloud and can access it from anywhere. Another tip is to increase the HTTP Timeout value by clicking the “Advanced Settings” button on the login screen. This will expose the HTTP Timeout setting, which can be increased from its default value. This can be particularly helpful if your Maximo environment struggles with performance.

More Information

For more information, please contact A3J Group for assistance.

support@a3jgroup.com
(877)235-4774