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.
Navigating the Landing Screen
Once logged into MxMobile, the landing screen is displayed. Below the MxMobile banner, there are 3 tabs to toggle between:
Homepage: This tab is where you will be able to select from MxMobile Menu Options
KPIs: This tab allows you to view charts, KPIs, and other real-time data.
Saved Queries: This tab allows you to view queries that you have saved.
Options: This menu is where you will access settings, offline functionality, and log out.
MxWork: Maximo Mobile Work Order
Searching for Work Orders
Once you’ve successfully supplied your credentials, the next step is to create a list of work orders. You can do that in several ways:
- Use the Search bar to filter for records.
- Use the camera on the native device to scan barcodes or QR codes.
- Use a Maximo Saved Query to bring back a list of records.
Your searches must be performed while connected to the internet before you go out into the field where you may lose coverage. Once you have curated your list, you may go offline. Your list will remain and is still filterable (including scanning).
By default, MxWork will only show 10 records from the Default Insert Site associated with your Maximo profile.
Once you reach the bottom of the list of work orders, the next set of 10 work orders will load automatically. You can change the number of records that load at a given time in settings.
Use the Sort Buttons
The main search list allows you to preview work order descriptions, the work order number, status type, location, and the asset for each work order. Touching the three sort buttons below the search bar allows you to filter by work order number, work order description, or the status type. These options are configurable.
Color Codes
Some records may have a color-coded band on the left. Their meanings are:
Blue: The work order is in Approval status for this record.
Green: The work order is In Progress.
Orange: An offline transaction is pending for the work order.
Use the Search Bar
Use the search bar to enter search criteria for your work order. Work order numbers and descriptions are searchable by default. After entering your search term, the app will automatically filter the list.
Scan for Work Orders
Use your device’s native camera to scan for work orders with both barcodes and QR codes. Touch the scan icon to the right of the search bar to launch the scanner.
Use a Maximo Saved Query
Narrow your search using a Maximo Saved Query. Please note that for the Saved Query to show in MxWork, your Maximo administrator must allow the query to be accessed through the Object Structure.
Refreshing Search
To refresh the list of work orders, simply swipe down on the screen and the app will refresh automatically.
Changing the Number of Records Shown
By default, MxMobile will load 10 work orders at a time. To change that go to 'Settings' by clicking the hamburger menu. There is an option that says, “Records to Show.” Choose this and then you can change the number of records that load at a given time.
Note: The higher the number of records you choose to load, the longer it will take for the record sets to load.
Opening a Work Order
Once you have located the work order that you want to view, open the work order by touching the description from the list. Within each work order, there are five main tabs: details, tasks, work logs, accruals, and attachments. To go to the next work order, press the arrow buttons at the top right or by swiping left or right to toggle to the next record.
Details Tab
In the details tab, you will get a summary of the work order. The description of the work order is displayed at the top. Below are the details related to the work order such as the work order number, the site, location, etc.
Tasks Tab
The next tab over will be your tasks tab. If there are any tasks on your work order, they will be displayed here. 'Tasks' are a set of instructions that are necessary to complete the work order properly.
Work Logs Tab
The third tab is the work logs tab. In the work logs tab, you will see remarks that were input by users regarding the work order.
Accruals Tab
The fourth tab is reserved for accruals related to the work order. There is a shortcut to add labor time and material usage for the work order followed by a list of categorical accruals for the work order on hand.
Attachments Tab
The right-most tab is the attachments tab. This tab allows for more information regarding conditions of assets and specific documentation that cannot easily be notated in the worklogs. Attach photos, upload from your photo library, attach e-signatures, or upload videos and PDFs.
Options Within a Work Order
To get to the options, touch the hamburger menu at the top left. You have the option to complete a work order, start a work order, edit a work order, sign a work order, report failures, input labor time, report material usage, create follow-up work, attach pictures, enter meter readings, and conduct inspections.
Starting or Completing a Work Order
When starting or completing a work order, you have the option to type a memo which directly relates to the specific work you are performing.
Editing a Work Order
You can change the description, work type, and priority. Once you touch “Update Work Order” the changes are automatically updated.
Enter Labor Time and Sign Work Orders
Technicians can log their hours and tasks they complete, and sign for them helps streamline task management. The task is time-stamped and shows which user input the data.
Start/Stop Timer
The work order start/stop feature allows you to start, stop, or pause the timer. You can only have one work order started at a time.
Failure Reporting
Failure reporting classifies errors on equipment based on conditions. You can codify failures and categorize why equipment is not running properly.
Create Log Entries and Enter Material Usage
MxWork allows users to create log entries and add attachments both on and offline to remark the condition of the asset, note crucial details, and provide helpful information related to the work order. Users report items and materials that were used while completing the work order, and inventory will automatically be updated in Maximo.
Follow Up Work
MxMobile allows users to create follow-up work orders when additional work is necessary based on the condition of assets.
Create A Meter Reading
Within a work order, tap the hamburger menu to open the options menu, select “Enter Meter Readings”. Choose the meter and type the reading in the “New Reading” dialogue box.
Conduct Inspection
Inspection forms that are connected to work orders in Maximo are available for inspections in MxMobile. Respond to inspection prompts and complete the inspection.
Create a Work Order
From the home screen, launch the main menu and select "Create WO" to create a new work order.
Offline Capabilities
While in the field, MxWork will go offline and return online automatically with the availability of connectivity. Users can perform actions like completing and editing work orders while offline.
Meters Tab: View, Create and Trend
The meters tab displays a list of the meters associated with the asset, allowing you to view, create, and trend meter readings.
Troubleshooting Tips
- Ensure that your device can see the IBM Maximo environment. Open a browser on your device and confirm access to your Maximo URL.
More Information
For more information, please contact A3J Group for assistance.
(877) 235-4774