Maximo Scheduler: Graphical Assignment and Crew Management

After completing this course, you should be able to:

• Discuss the usage of Maximo Scheduler applications.
• Prepare Calendar and Work Data for scheduling.
• Configure crew types and crews.
• Perform work assignment using the Graphical Assignment application.
• Perform resource availability modifications using the Graphical Assignment application.
• Manage crews and resources availability using the Graphical Crew Management application.
• Configure an appointment book using the Appointment Book Manager application.
• Schedule appointments using the Graphical Appointment Book application.

Consultants, System Administrators, Support, Sales, Consultants, and End Users

Module 1: Graphical Assignment and Crew Management - Overview

• Introduction to Maximo Scheduler
• Recap of Short-Term Planning with Maximo Scheduler
• Overview of Graphical Assignment
• Overview of Graphical Crew Management
• Overview of Appointment Book 

Module 2: Graphical Assignment and Crew Management - Data Setup

• Maximo Scheduler Data Set Prerequisite
• Key Work Order Fields used in Scheduler
• Start Date, Finish Date and Duration Calculation

Module 3: Introduction to Graphical Assignment 

• Advantages of Graphical Assignment
• Explanation of the Concept of the Fields
• Introduction to Available Tabs
• Comprehensive Overview of the Work View Tab
• Utilization of Toolbar Functions
• Adjusting Work Lists

Module 4: Managing Assignments using the Graphical Assignment  Application

• Meaning of Different Color Representation
• Assigning Work
• Rescheduling Assignment
• Modification of Labor Availability
• Splitting Work Between Labor and Shifts
• Assigning Emergency Work

Module 5: Optimization and Dispatching using the Graphical Assignment Application

• Recap of Work View and Assignment View Tab
• Optimization Models
• Optimization Templates
• Process to Run Optimization
• Viewing Optimization Progress and Results
• Comparison of Optimization Scenarios
• Overview of Dispatch Tab
• Analyzing the Routes on the Map

Module 6: Graphical Assignment - Repair Facilities

• Enabling Repair Facility
• Data Setup for Repair Facility
• Features and Analysis of the Repair Facility
• Assignment of Repair Facility

Module 7: Graphical Crew Management

• Brief About Crew Types and Crews
• Concepts of Graphical Crew Management
• Creating Crew Lists
• Analysis of Different Tabs
• Overview of Work Assignment
• Modifying Availability of Crews

Module 8: Appointment Book

• Appointment Book Manager
• Graphical Appointment Book