Data Setup Overview. Define Person, Labor, User, Person Groups, Security Groups

Transcription

1 Data Setup Overview Define Person, Labor, User, Person Groups, Security Groups Page 1 of 14

2 Exercise Resources: Defining Person Record PERSON: Introduction Used to create and manage records for people whose names may appear anywhere on a Maximo record. For example on a service request the values in the Reported By and Affected Person fields might be linked to person records Person For every person/people in the organization, you would create record and details would be stored in person table. Step Action 1 From the Start Center, click Go To > Administrator > Resources > People. Result: The People Application Opens 2 Click on the New Person icon on the toolbar. 3 In the Person field type in xx-doe (where XX are your initials) Page 2 of 14

3 4 Enter the details of Address - 12, Subramanya Arcade 1 City Bangalore State Karnataka Department Mechanical Hiredate 01-JAN-2011 DoB 11-MAR Click Save. 6 Follow the same steps and create 2 more users as below XX-DOP XX-DOM (where XX are your initials) Page 3 of 14

4 Exercise Resources: Defining Person Group Record Introduction Use the Person Groups application to create, view, and modify person groups. A person group consists of people, who might or might not be workers. Once you have created these groups, you can designate a person group as any of the following options: a work group an owner group on a work order an owner group on a ticket A person group can also be the recipient of a document routed by a Workflow process. If a document is routed to a person group, everyone in the group receives it unless you configure the process to send it only to the individual whose calendar indicates that they are available. Step Action 1 From the Start Center, click Go To > Administrator > Resources > Person Group. Result: The Person Application Opens 2 Click on the New Person icon on the toolbar. 3 In the Person Group field type in XX-D (where XX are your initials) 4 Click on New Row to include Person with this group. You can include the Person records created in previous steps 5 Enter the value in sequence field. This is a mandatory field to define the sequence of person record in this person group which can be used while defining workflow for the group 6 Click Save. Page 4 of 14

5 Exercise Resources: Defining User Record: Introduction Used to create and manage records for all Maximo users. User is a people who will be logging into Maximo to create and manage records. System administrators use the User application to manage user names, passwords, and security profiles Step Action 1 From the Start Center, click Go To > Security > Users Result: The Users Application Opens 2 Click on the New User icon on the toolbar. 3 In case the user which you want to create, does not exist as a person record, system would prompt to create a corresponding person record. In this case, select the user name as created previously in person application XX-DOE (where XX are your initials) Fill up the other necessary details as below: Page 5 of 14

6 4 Once selected the existing person record, all the details would appear in User application 5 Define a default site for the user. E.g. Bedford Click Save. System would check if you have setup the password for the newly created user or not. You can setup the option of sending password thru and expiry after first login. In this test case, keep both the options unchecked 6 Follow the same steps and create 2 more users as below XX-DOP XX-DOM 7 Note the implication of timezone. Consider the scenario : A customer has got operations around the world and they are on single instance of Maximo. So it is very likely that a single user (traveling user) would access the instance from different parts of the globe. So, how would the Maximo take care of the time zone requirements in this case? Explanation - The database will follow only one timezone where you have it setup. Now, for the users who are accessing it across the globe, Maximo provides the feature of tagging specific timezone with the user. e.g. DB Instance is defined to follow GMT timezone and now a Mr X, is defined in Maximo as IST timezone user, raises a workorder at his 16:00 PM local IST time, actually would be saved in database as 10:30 AM GMT. However, while accessing workorder application by Mr X, Maximo would display the timing to mr X as 16:00 PM. Page 6 of 14

7 Exercise Resources: Defining Security Group Record: Introduction In the system, you set up security privileges by group. You use the Security Groups application to create groups. Then you specify group privileges and restrictions for applications and options, as well as other settings. You grant users security rights by assigning them membership in one or multiple groups. You can assign users to groups from both the Security Groups and Users applications: In the Security Groups application, you assign users to groups. In the Users application, you assign groups to users. The combination of groups to which a user belongs determines an individual user's security privileges. You can view a user's security privileges graphically on the Security Profile tab in the Users application. When you first implement the system, the Security Groups application has four groups: 1. DEFLTREG - allows a user to change his or her password if it expires. It contains no other rights. When you insert a new Users record, the system places the user in this default group, though you can specify a different group to be the default using the Security Controls dialog box. 2. MAXADMIN - provides enough access to the system to add users and groups. 3. MAXREG - a group that allows users to self register. You can use MAXREG to initiate a workflow process by which the system alerts an administrator to assign new users to the appropriate security groups. 4. EVERYONE - used for global settings that apply to all users in the system. You must create additional groups, with different sets of rights, to be able to assign users different sets of privileges. Step Action 1 From the Start Center, click Go To > Security > Security Group. Result: The Security Group Application Opens Page 7 of 14

8 2 Click on the New Group icon on the toolbar. 3 In the Security Group field type in XX-SEC(where XX are your initials) Select StartCenter template as 11 [operation manager] 4 Click on Site tab and include one site for this group. E.g. Bedford 5 Click on Application tab and include the applications that you want to tag with this group. You can select all application thru Grant Listed Applications All Above. This will give access to all applications Click OK on the system message. If you want select one application at a time then highlight the application and use Grant listed options for this Application. In projects, you would be controlling applications access from here. 6 Click on the Storeroom tab. Include the central storeroom for this group Page 8 of 14

9 7 Fill the appropriate value in labor and GL Component application tab Authorize Group for All Labor? Check it. Authorize Group to Change All GL Component Types? Check it. 8 Click on Limits and Tolerance application tab, fill up the appropriate limits for PR, PO, Invoice etc. This is the place where you can assign the amount approval limits for users. 9 Click on User tab, and add the users that you have created in previous exercise. In case you get an error message while adding users, SAVE the record and then add all 3 users. 9 Click Save. Page 9 of 14

10 10 Log out as Wilson and login back to Maximo as any one of the newly created user. XX-DOE, XX-DOM, XX-DOP [where XX are your initials]. Once verified, login back as wilson/wilson. We will use this id to perform next lab exercise. Page 10 of 14

11 Exercise Resources: Defining Labor Record Introduction The Labor application is used to create, modify, view, and delete labor records. Labor records can be both employees and contractors. Maximo allows you to record both personal as well as work-related details about a labor, such as the labor code s type of work, location of work, procurement card information, and overtime refused by the labor code. Labor records may or may not be Maximo users. After creating Labor records, they must be registered in the Security application and assigned privileges and restrictions. This is usually managed by the System Administrator. Page 11 of 14

12 Exercise Resources: Defining Labor Record, Continued Creating Labor Records Here you learn how to create a labor record and associate it with the shop you created earlier. Step Action 1 From the Start Center, click Go To > Resources > Labor. Result: The Labor application opens. 2 Click on the New Labor icon on the toolbar. 3 In the Labor field type in xx-doe-l (where XX are your initials) Result: Since we added a Labor record before creating a Person record, then Maximo automatically wants to create a Person record with the same name. You should have received a message similar to the one below. 4 Click Yes. 5 Enter other details for this record e.g. personal details, Calendar/Shift details etc 6 Click Save Page 12 of 14

13 Exercise Resources: Defining Craft Record: Introduction A craft represents an occupation or trade, and typically the craft name Reflects the type of work done by members of the trade. If pay rates differ based on expertise you can create multiple skill levels and assign different pay rates to each skill level. For example, to make a distinction between a junior level mechanic and a senior level mechanic, you do not need to create two separate craft records. You can create a single craft record of MECHANIC and create two skill levels (JUNIOR and SENIOR) within the MECHANIC craft. Each skill level within a craft can have different standard pay rates. Person For every person/people in the organization, you would create record and details would be stored in person table. Step Action 1 From the Start Center, click Go To > Administrator > Resources > Crafts. Result: The People Application Opens 2 Click on the New Craft icon on the toolbar. 3 In the Craft field type in MECHSPEC with description as Mechanical Specialist Engineer Group Page 13 of 14

14 4 Enter Standard Rate = Enter the details of Skill levels. Create 2 different skill level records, e.g. 1 Junior, 2 Senior Include rate, and skill level rank 5 Click Save. 6 Click on Associated Labor tab. Include the labor records that you have just created in previous exercise. 7 Click Save. Page 14 of 14