Nuclear User’s Guide Addendum

March 2006

Nuclear User’s Guide Addendum

This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no warranties, express or implied, as to the accuracy or completeness of this document or with respect to the related software.

© 2006 MRO Software, Inc. All rights reserved. This document contains confidential and trade secret information of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.’s express written permission is strictly forbidden.

Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreign patents pending.

U.S. Restricted Rights: If Customer is a government agency, this constitutes notice that the Licensed Software is provided with RESTRICTED RIGHTS. Subparagraph (c)(1)(ii) of The Rights in Technical Data and Computer Software clause at 252.227-7013 of the Department of Defense FAR Supplement and FAR clause 52.227-19 entitled Commercial Computer Software Restricted Rights, apply and use, duplication, or disclosure by the Government is subject to restrictions as set forth in the applicable license agreement. The aforementioned restrictions shall prevail over any similar “Rights” provisions under the laws of any country. Contractor/Manufacturer: MRO Software, Inc., 100 Crosby Drive, Bedford, MA 01730.

Trademarks: Maximo® is a registered trademark, and MRO Software™ and MXES™ are trademarks, of MRO Software, Inc. The following table contains a list of MRO Software’s other trademarks and service marks:

IBM® and WebSphere® are registered trademarks of IBM Corporation. BEA WEBLOGIC SERVER® is a registered trademark of BEA Systems, Inc. webMethods® is a registered trademark of webMethods, Inc. Snowbound™ and RasterMaster™ are trademarks of Snowbound Software Corporation. Syclo® and Agentry® are registered trademarks of Syclo, LLC.

Other products and brand names are trademarks or registered trademarks of their respective companies.

Third-Party Technology: Certain MRO Software, Inc. products contain technology provided under license from third parties, as noted in the following table:

Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source". A complete listing of all Open Source contained in Maximo may be viewed at http://www.mro.com/support/opensource ownership of which is attributed as follows: Portions © 2005, International Business Machines Corporation and others. Portions © 2002, Steve Souza ([email protected]). Portions © 2000 by Jef Poskanzer ([email protected]). Portions © 2000-2004 Jason Hunter & Brett McLaughlin. Portions © 2004-2005, The Apache Software Foundation (http://www.apache.org/).

Maximo® Enterprise

Maximo® Enterprise ITAM

Maximo® Service Desk

Maximo® Discovery

Maximo® Navigator

Maximo® Calibration

Maximo® SLA Manager

Maximo® Change Manager

Maximo® Project Manager

Maximo® Contract and Procurement Manager

Maximo® Incident and Problem Manager

Maximo® OCSSM

Maximo® Fusion

Maximo® Enterprise Adapter

Maximo® Mobile Suite

Maximo® Mobile Auditor

Maximo® Mobile Inventory Manager

Maximo® Mobile Work Manager

Maximo® Mobile Calibration

MXESTM Mobile Suite

Maximo® Mobile for Work Management

Maximo® Mobile for Inventory Management

MRO Software Products Third-Party Information

Maximo Portions © 1995-2004 Actuate Corporation. Portions © 2005 BEA Systems, Inc. BEA WebLogic Server® provided by BEA Systems, Inc. Portions © 1996-2005 IBM Corporation. All Right Reserved.

Portions © 1996-2005, i-net software GmbH. J-Integra for COM® v2.4 © 2004 Intrinsyc Software International, Inc.

All Products Portions © 1996-2003 Visual Mining, Inc. Visual Mining™ NetCharts Server™ provided by Visual Mining, Inc.

Maximo Discovery ©1998-2005 Centennial Software Limited. MSDE Copyright © Microsoft Corporation.

Maximo Navigator Portions © 1993-2002 Snowbound Software Corporation. RasterMaster™ Raster imaging technology provided by Snowbound Software Corporation. Portions © 1991 Pegasus Imaging Corp.

Maximo Mobile Suite Portions © 1996 -2005 Syclo, LLC

MXES Mobile Suite Portions © 2005 DataMirror, Inc. Portions © 2000-2005 Zaval Creative Engineering Group.

mailto:[email protected]

Contents

About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vWho Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vHow to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v

Chapter Contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vNotation Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viiSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Chapter 1: Nuclear . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1

Chapter 2: Administration Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Organizations (Nuc) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1

Organizations (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Nuclear System Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2

Chapter 3: Assets Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Assets (Nuc) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1SNPM Data Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Locations (Nuc) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

SNPM Data Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2

Chapter 4: Contracts Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1Terms and Conditions (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Terms and Conditions (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Chapter 5: Inventory Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1Inventory (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Inventory Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Inventory (Nuc) Actions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Item Master (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-2Item Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3Qualifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Item Master (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Chapter 6: Plans Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Asset List (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1Asset List Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Asset List (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Chapter 7: Preventive Maintenance Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1Preventive Maintenance (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2PM Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2Frequency Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2

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Contents

References Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2SNPM Data Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3

Preventive Maintenance (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3Frequency (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4Frequency Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-4

Chapter 8: Purchasing Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1Purchase Requisitions (Nuc) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2PR Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Terms and Conditions Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2

Purchase Requisition (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2Purchase Orders (Nuc) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3PO Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3Terms and Conditions Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Purchase Orders (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4Request for Quotation (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5RFQ Lines Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5Vendors Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Request for Quotation (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6Terms and Conditions (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Terms and Conditions (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6Companies (Nuc) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7Qualifications Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7Items Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

Companies (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8

Chapter 9: Work Orders Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1Quick Reporting (Nuc) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1Quick Reporting Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

Quick Reporting (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Commitment Tracking (Nuc) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2Review Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3Work Package Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Work Order Tracking (Nuc) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Work Order Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4Plans Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4Actuals Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4SNPM Data Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Work Order Tracking (Nuc) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Chapter 10: Nuclear Database Tables and Columns. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1 New Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1Modified Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-4

iv 03/2006

About This Guide

This section summarizes this document and how it can help you use Maximo® Enterprise Suite (MXES) Nuclear Release 1.0. It also provides information on other MRO resources available to you, such as additional documentation and support

Who Should Read This Guide?

This addendum to the MXES User’s Guide is for people who use Nuclear. This solution extends certain existing Maximo applications and also provides new Maximio applications designed specifically for nuclear customers. The solution also addresses issues faced by the industry, such as regulatory compliance, which standard Maximo applications do not cover.

How to Use This Guide

Nuclear contains extensive help that provides detailed instructions on how to use the modules and applications. Use this guide together with the help to assist in orienting you to the Nuclear-specific Maximo applications.

This guide includes chapters that provide an overview of new nuclear applications within each MXES module, and describes enhancements to the applications that were "cloned" for Nuclear.

Nuclear has three applications developed specifically for nuclear needs. In addition, thirteen standard MXES applications have been “cloned,” or copied, in order to add nuclear-specific actions and/or fields to these applications. These applicatons are available only to users of Nuclear. (The unmodified base applications remain in the product. The nuclear-specific clone or the base application can be made available to different users in your organization, depending on their needs.)

Chapter Contents

The following table describes the chapters in this guide:

Chapter Name Chapter Contents

Chapter 1, "Nuclear Describes the Nuclear application.

Chapter 2, "Administration Module"

Describes the Organizations (Nuc) application.

Chapter 3, "Assets Module" Describes the Assets (Nuc) and Locations (Nuc) applications.

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For information about using reports with Maximo, refer to the MXES Report Administration and Development Guide.

Notation Conventions

The procedures and illustrations in this manual describe the standard Nuclear configuration. Because your system administrator can customize Maximo to meet the needs of your business, your Maximo configuration might not match exactly. Your system administrator can customize Maximo in the following ways:

You can display or hide applications, or assign them to different modules.

You can create custom applications.

You can change module and application names.

You can change field names, hide or display fields, and add custom fields.

This guide uses the following typographical conventions:

Bold type indicates the following elements of the user interface:

ButtonsCheck boxesField namesSelect Action menu options

Italic type indicates a document title. It also shows emphasis.

Chapter 4, "Contracts Module"

Describes the Terms and Conditions (Nuc) application.

Chapter 5, "Inventory Module"

Describes the Inventory (Nuc) and Item Master (Nuc) applications.

Chapter 6, "Plans Module" Describes the Aset List (Nuc) application.

Chapter 7, "Preventive Maintenance Module"

Describes the Preventive Mainenance (Nuc) and Frequency (Nuc) applications.

Chapter 8 "Purchasing Module"

Describes the Purchase Requisitions (Nuc), Purchase Orders (Nuc), Request for Quotation (Nuc), Terms and Conditions (Nuc), and Companies (Nuc) applications.

Chapter 9, "Work Orders Module"

Describes the Quick Reporting (Nuc), Commitment Tracking (Nuc), and Work Order Tracking (Nuc) applications.

Chapter 10, "Nuclear Database Tables and Columns"

Provides database information related to the Nuclear applications.

Chapter Name Chapter Contents

Chapter Contents

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About This Guide

Related Documentation

The Nuclear User’s Guide Addendum is a separate document delivered in Adobe® Systems’ Portable Document Format (PDF) with the product software. The addendum should be used in conjunction with the standard Maximo Enterprise Suite documentation set.

MRO Software delivers the Maximo Enterprise Suite documentation set in Adobe® Systems’ Portable Document Format (PDF) on the Documentation CD. Depending on the options purchased, your documentation set can include the following documents:

Depending on your database platform and the options you purchase, you also might receive third-party manuals and online documentation.

MRO also provides additional course materials to users who register for Maximo training courses.

Document Description

MXES Installation Guide Describes how to install and configure the following software:

Application serverMaximo Enterprise SuiteActuate®

MXES System Administrator’s Guide

Describes database configuration, security, and other administrative level applications and tasks.

MXES Finance Manager’s Guide Describes Maximo’s financial transactions and how to set up General Ledger accounts.

MXES Report Administration and Development Guide

Describes how to design and administer Maximo reports using Actuate.

MXES User’s Guide Provides an overview of the Maximo end user applications, and describes how the Maximo applications interact with each other.

MXES Technical Reference Guide Provides details about the Maximo database tables and columns.

Help Provides step-by-step procedures for each MXES application.

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Support

If your business has a valid Annual Customer Support Plan (ACSP), you can obtain product support online at the following Web site:

support.mro.com

The MRO Software Support Online Web site includes information on product releases, software patches, and documentation updates. To find the most current version of a document, refer to the MRO Software Support Online Web site’s Knowledge Base.

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Purpose You use Nuclear to meet Nuclear Regulatory Commission (NRC) requirements, including surveillances and commitment tracking.

Nuclear provides the necessary tools to meet all NRC requirements and additionally, to implement the Standard Nuclear Performance Model (SNPM) as defined by the Nuclear Energy Institute (NEI) and the Institute for Nuclear Power Operations (INPO) as they exist as of June 2004. This product will be improved as required to support changes to SNPM.

Nuclear has many enhancements incorporated into the base Maximo product. These enhancements let you incorporate nuclear-related features such as the following into your daily use of Maximo:

create surveillancesvalidate the suitability of a vendortrack commitments

Nuclear has three new applications developed specifically for nuclear asset maintenance needs. In addition, thirteen standard Maximo applications have been “cloned,” or copied, in order to add Nuclear-specific options to these applications. These applications are available only to users of Nuclear. (The base applications remain in the product. The Nuclear-specific clone or base application can be made available to different users in your organization depending upon their needs.)

Nuclear Specific Applications

Asset (Nuc) ApplicationAsset List (Nuc) ApplicationCommitment Tracking (Nuc) ApplicationCompanies (Nuc) ApplicationAssets (Nuc) ApplicationFrequency (Nuc) ApplicationInventory(Nuc) ApplicationItem Master (Nuc) ApplicationLocations (Nuc) ApplicationOrganizations (Nuc) ApplicationPreventive Maintenance (Nuc) ApplicationPurchase Orders (Nuc) ApplicationPurchase Requisitions (Nuc) ApplicationQuick Reporting (Nuc) ApplicationRequest for Quotations (Nuc) ApplicationTerms and Conditions (Nuc) ApplicationWork Order Tracking (Nuc) Application

Nuclear 1

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Overview The Administration module has one cloned application. This chapter provides an overview of new actions added to the Organizations (Nuc) application. For more information, refer to the application’s help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Administration module contains the following Nuclear-specific application:

Organizations (Nuc) Application

Purpose You use the Organizations (Nuc) application to set up the organizations and sites to use with Maximo. You must define at least one organization and one site.

For each organization, you specify a number of properties including the following:

Base currency

Item and company sets

GL clearing account

Address codes for organizational units, including sites, that you can use on Maximo records

By configuring Maximo with multiple organizations and sites, your company can run Maximo in multiple facilities all from the same database. Each site can access its own site-specific data and leverage data that is common across sites. Rather than installing multiple instances of Maximo, each with its own database, a company can install Maximo once, with different sites all accessing the same database via a Web browser.

Maximo's architecture enables different organizations and sites to keep some parts of their operations separate, while sharing others. For example, different facilities can share purchase agreements and vendors, and share and transfer items, while keeping work order and job plan data separate.

Organizations and sites are logical divisions of a company determined by what types of operations are performed at different locations, and what data can be shared among them.

Administration Module 2Application Nuclear Function

Organizations (Nuc) Set the nuclear MAXVARS.

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Organizations (Nuc) Application

Organization An organization is a major division of a company that contains one or more sites. Sites belonging to the same organization must use the same currency and share the same options for work orders, assets, labor, and certain other types of data.

Site A site is a subdivision of an organization that can track inventory and other data separately from other sites. Certain types of information are unique to a site and not visible to other sites within the organization.

Application Options Using the Organizations (Nuc) application you set defaults for nuclear system level options relating to Maximo purchasing. You access these options from the Select Action menu. The How Do I topics in the Organizations (Nuc) help cover these options. You can also access the help from the associated dialog box. For information about a particular action, refer to the corresponding Help topic .

Nuclear options let you perform the following tasks:

Specify what action Maximo takes when a part is ordered from a non-qualified vendorSpecify whether or not to automatically re-order quality items

Organizations (Nuc) Actions

The Organizations (Nuc) application has the following Nuclear-specific action:

Nuclear System Options

For information about this action, refer to the Organizations (Nuc) help.

Nuclear System Options

You use the Nuclear Options—Nuclear System Options dialog box to set nuclear system options.

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Overview The Assets module has two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information about any application, refer to the application’s help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Assets module contains the following Nuclear-specific applications:

Assets (Nuc) Application

Purpose You use the Assets (Nuc) application to create and store asset numbers and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset.

Tabs in the Assets (Nuc) application let you build the asset hierarchy: an arrangement of buildings, departments, assets, and subassemblies. The asset hierarchy provides a convenient way to roll up maintenance costs so that you can check accumulated costs at any level, at any time. It also makes it easy to find a particular asset number.

The addition of the new SNPM Data (Standard Nuclear Performance Model) tab, is the first foray into capturing data for use in the implementation of the SNPM. You can tailor this tab to your specific needs and requirements.

Tabs

The Assets (Nuc) application has the following new tab:

SNPM Data

For information about fields, place the cursor in the field and press Alt + F1.

Assets Module 3Application Nuclear Function

Assets (Nuc) Used to add and store nuclear specific data.

Locations (Nuc) Used to add and store nuclear specific data.

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Locations (Nuc) Application

SNPM Data Tab

The SNPM Data tab is used to store SNPM related data.

Locations (Nuc) Application

Purpose The Locations (Nuc) application lets you enter and track locations for assets and organize these locations into logical hierarchical systems or network systems. Using hierarchies or systems of locations and specifying the location for assets on the asset record provides the groundwork for gathering and tracking valuable information on the history of an asset, including its performance at specific sites, as it is moved from location to location. With locations organized into systems, you can quickly find a location on the Drilldown page, and identify the asset at that location.

The Locations (Nuc) application lets you perform the following industry-specific task:

Reference physical locations in the plant.

Tabs

The Locations (Nuc) application has the following new tab:

SNPM Data


SNPM Data Tab

The SNPM Data tab is used to store SNPM related data.

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Overview The Contracts module has one cloned application. This chapter describes the cloned application. For more information about any application, refer to the application’s help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Terms and Conditions module contains the following Nuclear-specific application:

Terms and Conditions (Nuc)

Purpose You use the Terms and Conditions (Nuc) application to enter and maintain a library of terms and conditions. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

The application uses three types of terms:

Commercial terms that can be added to a purchasing document or a contractQuality terms that can be associated with a companyTechnical terms that can be associated with an item

The Commercial terms entered in the Terms and Conditions (Nuc) application are available from the Terms and Conditions tabs in purchasing, contract, companies and item master applications. Quality terms are available only in Companies, and Technical terms are available only in Item Master.

The Terms and Conditions (Nuc) application has the following new fields:

Vendor Qual TypeRevision #StatusStatus DateChange ByMemo


Contracts Module 4Application Nuclear Function

Terms and Conditions (Nuc) Used to enter and maintain a library of terms and conditions.

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Terms and Conditions (Nuc) Actions

Terms and Conditions (Nuc) has no Nuclear-specific actions.

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Overview The Inventory module has two cloned applications. This chapter describes the cloned applications. For more information about any application, refer to the application’s help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Inventory module contains the following Nuclear-specific applications:

Inventory (Nuc)

Purpose You use the Inventory (Nuc) application to enter, display, and update information on each inventory item. The addition of Procurement Class at the item level, in addition to the asset level, permits you to easily and quickly identify the quality level of all replacement parts. The new Auto-buy? field permits the use of Workflow to bypass the procurement engineering group (PEG) process for items previously identified by procurement engineering that no longer require PEG review prior to procurement. Special order and nonstocked items as well as stocked items can be tracked. You can view information both for master inventory items and for items at a specific storeroom location. You can track vendors that supply an item, and item balances down to the bin and lot level for each storeroom. The ability to capture the vendor's catalog number aids in the ability of PEG to readily identify like-kind replacements.

Most of the fields on the Inventory tab refer to item/location records. Current Balance, for example, means the current balance of the item at the storeroom in the Storeroom field. Like Current Balance, the fields listed under Balance Summary, Issue History, and Balances all apply to the item in a specific storeroom.

If an item is stored in more than one storeroom location you can select View Availability from the Select Action menu to view balances for all storeroom locations on one screen.

You can also use ABC Analysis to prioritize an item's usefulness and the financial benefit from investing in the item.

Inventory Module 5Application Nuclear Function

Inventory (Nuc) To enter, display, and update information on each inventory item.

Item Master (Nuc) To define items that will be stocked in your storerooms.

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Tabs

The Inventory (Nuc) application has the following new or enhanced tab:

Inventory

Inventory Tab

Use the Inventory (Nuc) application to enter, view, or modify item balances, costs, balances, bins and lots, and to view storeroom locations where the item is stocked.

You can also track items (stocked, nonstocked, and special order items) by checking storeroom balances. When stock falls below a specified reorder point, the balances let you know when and what quantities to reorder.

Using ABC Analysis lets you prioritize an item's usefulness and the financial benefit from investing in the item.

Inventory (Nuc) Actions

The Inventory (Nuc) application has no Nuclear-specific actions.

Item Master (Nuc)

Purpose You use this application to define items that will be stocked in your storerooms. When you create an item record you can define the type of stock the item is, whether it is lotted or non-lotted, associate Hazards and Material Safety Data Sheets (MSDS) with the item, define the item as rotating assets, and identify alternate items that can be used as substitutes for the item.

The Auto-buy field may be set at the Item Master level, but can be overridden at the Item level. This accommodates mixed fleets (fossil and nuclear) and the support of a common Item list for several nuclear plants which might be of mixed types (BWR and PWR) and for fleets that resulted from mergers and acquisitions.

You can also define other information related to items, such as the storeroom locations that stock the item, Item Specification, Item Assembly Structures, and documents outside of Maximo that relate to the item record.

Tabs

The Item Master (Nuc) application has the following new or enhanced tabs:

ItemQualifications

Item Master (Nuc)

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Inventory Module

Item Tab

You use the Item tab to add records for items that your organizations use and that you stock in storerooms. Examples of items include materials, supplies, assets, software, and hardware. After you create an item record on this tab, you can refer to it on a work order or in an Item Assembly Structure (IAS). The same principle applies to purchase requisitions, purchase orders, request for quotes, and job plans.

Examples of attributes that you can associate to an item include commodity codes and groups, meters and meter groups, lot type, material safety data sheets (MSDS), and the issue and order unit. You can also specify whether the item is outside, capitalized, rotating, condition-enabled, part of a kit, used as a spare part, is to be inspected on receipt, and is to be attached to parent asset when issued.

In the Alternate Items table window, you can add, view, modify, or delete a list of other items that you can use interchangeably with this one. Items can have one or more alternate items. The table window displays the item number and description of interchangeable items.

In the Condition Codes table window, you can add, view, modify, or delete a list of condition codes for this item, if the item is condition-enabled.

The Item tab has the following new field:

Qualified Vendor

For information about a field, place the cursor in the field and press Alt + F1.

Qualifications Tab

Use the Qualification tab to add or modify technical terms to an item.

The Qualifications tab has the following new fields:

TermDescriptionRevision #


Item Master (Nuc) Actions

The Item Master (Nuc) application has no Nuclear-specific actions.

Chapter 5:

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Item Master (Nuc)

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Overview The Plans module has one new application. This chapter describes the new application. For more information on any application, refer to the application help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Plans module contains the following Nuclear-specific application:

Asset List (Nuc)

Purpose You use the Asset List (Nuc) application to create lists of assets that can be applied to a commitment. You can apply the asset list to the commitment via the Select Asset List button on the Work Package tab of the Commitment Tracking (Nuc) application. You can query Maximo to search for assets by asset number or location.

An asset list is a list of related work assets. The asset list contains assets, locations, or a combination of both. The list of work assets can be related by location, such as all pumps and motors in a room, or by type of asset, such as all fire extinguishers located throughout the site. Asset lists simplify building hierarchies of work orders for inspections. You can use an asset list in the following ways:

Apply the asset list to a preventive maintenance record to generate inspection-type work orders for all work assets listed.

Apply the asset list to a work order and generate child work orders for each work asset listed.

The Asset List (Nuc) application lets you add multiple locations to an asset list via the Add Multiple Locations action and add multiple items to an asset list via the Add Multiple Assets action.

Tabs

The Plans (Nuc) application has the following new tab:

Asset List

Plans Module 6Application Nuclear Function

Asset List (Nuc) To create asset lists which may then be used on a commitment and on Work Orders.

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Asset List (Nuc)

Asset List Tab

Use the Asset List tab in the Asset List (Nuc) application to create, modify, and delete asset list records. Asset lists are lists of related work assets. You can apply an asset list to a commitment to create child work orders for each location or asset identifier listed on the asset list. You can also associate an asset list with a PM record. When you generate a work order for the PM, you also generate child work orders for each location or asset listed on the asset list.

You can associate a job plan with each asset or location in the asset list. Maximo copies the job plan to the child work orders that Maximo has generated for each work asset. If a default safety plan is associated with the job plan when used on the selected work asset. Maximo also copies that information to the work order.

Asset List (Nuc) Actions

The Asset List (Nuc) application has the following Nuclear-specific actions:

Duplicate Asset ListDelete Asset List

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Overview The Preventive Maintenance module has one cloned application and one new application. This chapter describes these applications. For more information on any application, refer to the application help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Preventive Maintenance module contains the following Nuclear-specific applications:

Preventive Maintenance (Nuc)

Purpose You use the Preventive Maintenance (Nuc) application to satisfy requirements for the performance of preventive maintenance, routinely performed tasks and surveillances. PM Type and Work Type facilitate queries in support of, among others, Tech Spec driven PMs. The inclusion of Mode and Mode Entry Requirement (MER) aid scheduling and operations department personnel in assuring the transitions between plant modes is accomplished without Tech Spec infringement. Any PM under restriction of modification due to a commitment is identified to help ensure that no PM is accidentally changed in contradiction to an existing active plant commitment.

The PM History displays scheduling dates and regulatory dead dates for the performance of the PM. This is extremely helpful when the PM is a Tech Spec Surveillance. Using the Job Plan Sequence tab permits capturing the performance of an annual ST or PM to take credit for the performance of the 4th quarterly scheduled PM or ST.

On a PM record, you define the tasks and schedules for preventive maintenance work. Generate PM work orders or create other PMs from a record. Group PMs into hierarchies that model your asset hierarchies and generate sequenced work order hierarchies.

Preventive Maintenance Module 7

Application Nuclear Function

Preventive Maintenance (Nuc) To schedule Preventive Maintenance records (PMs) and to schedule surveillances according to a prescribed schedule.

Frequency (Nuc) To create, modify, and view schedule frequencies that can be used on multiple surveillances.

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Tabs

The Preventive Maintenance (Nuc) application has the following new or enhanced tabs:

PMFrequencyReferencesSNPM Data

PM Tab

On the PM tab, you can create and view PM records. PM records are templates for maintenance work that contain scheduling and job plan information for an asset. Information associated with a PM record becomes part of the work order records you generate from the PM. You can create parent-child relationships between similar PMs to build a PM hierarchy. This feature lets you generate hierarchies of related work orders. You can also schedule PM work for assets on a route.

You might work with records that are templates for other PMs. These templates are Master PMs. Master PMs maintain and update the scheduling information for their associated PMs.

This tab contains the following new fields:

Scheduling CommentsDetailsMilestone Code

For information about these fields, place the cursor in the field and press Alt + F1.

Frequency Tab

On the Frequency tab, you specify a frequency schedule for a PM (Preventive Maintenance) record. A PM's frequency schedule determines how often you generate work orders from the PM.

You can create a PM schedule to generate work orders based on elapsed time between work orders or meter units used, or both. Usually, a PM schedule for asset measures both elapsed time between work orders and changes to meter readings. A typical PM schedule for a location measures only elapsed time between work orders.

You can also specify a PM's active months or seasons, and enter an extension date that can override a usual next due date without interrupting the PM's established frequency schedule.


References Tab

On the References tab, you can view references associated with a nuclear PM or add references to a nuclear PM. A reference is the source of the agreement.


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The agreement source can be a document. It also can refer to a telephonic or verbal agreement.

SNPM Data Tab

You use the SNPM (Standard Nuclear Performance Model) Data tab to enter, view, or modify SNPM data.

In order to support this, Maximo focuses on three areas of critical importance.

asset reliabilitymaterials and servicesprocurement engineering


Safety ClassSafety Class DescriptionPRAPMPM DescriptionNext PMSRLCOTitleApplicabilityAttachments


Preventive Maintenance (Nuc) Actions

The Preventive Maintenance (Nuc) application has the following Nuclear-specific actions:

Add/Modify Tech SpecsView/Modify PM Sequence Dates

For information about these actions, refer toPreventive Maintenance (Nuc) help.


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Frequency (Nuc)

Purpose Use this application to create standardized frequencies for the performance or recurring maintenance work in the Preventative Maintenance (Nuc) application.

These frequencies, such as those found in Technical Specifications—Surveillance Requirements, aid in defining the 'regulatory frequency' as compared to a convenient scheduling based time interval. You can apply a given frequency to multiple PM instances.

Tabs

The Frequency (Nuc) application has the following new tab:

Frequency

Frequency Tab

On the Frequency tab, you specify a frequency schedule for a surveillance.

Frequency (Nuc)

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Overview The Purchasing module has five cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information about any application, refer to the application help. You also can refer to the MXES User’s Guide for more information on any standard Maximo application.

The Purchasing module contains the following Nuclear-specific applications:

Purchase Requisitions (Nuc) Application

Purpose You use the Purchase Requisitions (Nuc) application to create purchase requisitions for items, supplies, and services. A purchase requisition (PR) is a written request issued internally to a purchasing department to order items or services.

Maximo allows you to create two types of PRs:

Internal PRs: requesting the transfer of materials from another company storeroom

Purchasing Module 8Application Nuclear Function

Purchase Requisitions (Nuc) To create purchase requisitions for items, supplies, and services.

Purchase Orders (Nuc) To create purchase orders.

Request for Quotation (Nuc) To create requests for quotations and store the quotations so you can assess which vendor best meets your needs.

Terms and Conditions (Nuc) To enter and maintain a library of terms and conditions that can be added to a purchasing document or contract, and that are required to be associated with either companies or items.

Companies (Nuc) To maintain detailed information about vendors, manufacturers, and other companies.

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Purchase Requisitions (Nuc) Application

External PRs: requesting the purchase of the necessary materials from an outside vendor. You can specify the vendor, if known.

Tabs

The Purchase Requisitions (Nuc) application has the following enhanced tabs:

PR Lines Terms and Conditions

PR Lines Tab

You use the PR Lines tab to enter items, services, or supplies for a purchase requisition. The Total Cost field reflects the total cost of all the items listed in the table window. If you are entering a series of items, you may want to fill in some of the Default Table Data fields for fields with consistent entries to speed up data entry.

The Technical Terms and Conditions table window lists any technical terms associated with the currently selected item, if there are any, and is read-only.

The PR Lines Tab has the following new fields:

Vendor?SequenceTermDescriptionRevision #


Terms and Conditions Tab

You use the Terms and Conditions tab to view existing Commercial terms and Quality terms associated with a purchase requisition. The Quality terms come from the vendor listed on the purchase requisition.

You can enter new (Commercial) Terms and Conditions on this tab, or you can choose from a library of existing terms from the Terms and Conditions (Nuc) application. The list of Quality Terms and Conditions is read only.

The Terms and Conditions tab has the following new fields:

SequenceTermDescriptionRevision #


Purchase Requisition (Nuc) Actions

The Purchase Requisitions (Nuc) application has the following Nuclear-specific action:

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Chapter 8: Purchasing Module

Add/Delete Technical Terms

For information about this action, refer to the Purchase Requisition (Nuc) help.

Purchase Orders (Nuc) Application

Purpose You use the Purchase Orders (Nuc) application to create purchase orders. A purchase order (PO) is an authorized order from a purchasing agent or department to an internal supplier or external vendor.

You can create POs in three ways:

Directly from the Purchase Orders applicationFrom purchase requisitions (PRs)From requests for quotations (RFQs)

You also use this application to create change orders.

Tabs

The Purchase Orders (Nuc) application has the following enhanced tabs:

PO LinesTerms and Conditions

PO Lines Tab

You use the PO Lines tab to enter line items on a purchase order. You can enter line items manually, copy them from a PR, or create them from an RFQ.

You can also view summary information from the Receiving application.

The Technical Terms and Conditions table window lists any technical terms associated with the currently selected item if there are any, and is read-only.

The PO Lines tab has the following new fields:

Vendor?SequenceTermDescriptionRevision #


Terms and Conditions Tab

You use the Terms and Conditions tab to view existing Commercial terms and Quality terms associated with a purchase requisition. The Quality terms come from the vendor listed on the purchase requisition.

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Request for Quotation (Nuc)

You can enter new (Commercial) Terms and Conditions on this tab, or you can choose from a library of existing terms from the Terms and Conditions (Nuc) application. The list of Quality Terms and Conditions is read only.

The Terms and Conditions tab has the following new fields:



Purchase Orders (Nuc) Actions

The Purchase Orders (Nuc) application has the following Nuclear-specific action:


For information about this action, refer to the Purchase Orders (Nuc) help.

Request for Quotation (Nuc)

Purpose You use the Request for Quotations (Nuc) application to create requests for quotations and store the quotations so you can assess which vendor best meets your needs.

A request for quotation (RFQ) is a request that you send out to one or more potential suppliers. To list a vendor on the RFQ, the vendor must have a record in the Companies application. In the RFQ application, you can specify line items, required delivery dates, and other conditions you want the vendor to meet for the delivery of an item or service.

You can create an RFQ for any of the following circumstances:

The stock count of a stocked item drops below a certain level and you must place another bulk order.

A requisition is received for an item or service that requires a quotation each time due to item price or other requirements.

Someone at your site requests a quote for an item or service. It can be for a normally stocked item or for an item not normally ordered, such as a special order or non-stocked item.

You need to do commodity bulk buying for a certain period of time. This is typically for many items with common commodity codes. The quotation might not be copied to a PO immediately, but the pricing is set.

When you receive the quotations from the vendors, you enter them into the Request for Quotations (Nuc) application one at a time. At the end of the process, you review the quotations and award one quotation for each RFQ

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line. The quotations are then converted to one or more purchase orders or contracts, depending on the procurement flow within your organization.

Tabs

The Request for Quotations (Nuc) application has the following enhanced tabs:

RFQ LinesVendors

RFQ Lines Tab

You use the RFQ Lines tab to enter the line items or services that require quotations from one or more vendors. You can enter the information manually, or you can copy PR lines and convert them to RFQ lines. When you copy PR lines, copied information includes the item identifiers, quantities desired, and other item-specific information.

The Technical Terms and Conditions table window lists any technical terms associated with the currently selected item if there are any, and is read-only.

You should provide as much detail as possible for RFQ lines, so that vendors can provide accurate quotes based on your specified information.

The RFQ Lines tab has the following new fields:



Vendors Tab

You use the Vendors tab of Request for Quotations (Nuc) to enter the vendors to whom the request for quotation is to be sent, as well as terms and conditions received from each vendor. You can copy the vendor information over from the Companies application, or fill it in manually. You should provide such data as the vendor name, contact, phone number, and other vendor-specific information.

The quality terms and conditions for the currently selected vendor, if any, are displayed in the lower table window. These fields are read-only.

Rows on the Vendors tab can also be filled in by copying PR lines to the RFQ. If there is a vendor associated with the copied PR line, that vendor is added to the RFQ Vendors list. Thus a different vendor could possibly be added to the RFQ Vendors list for each new PR line added. If a specific vendor appears in more than one PR line, the vendor appears only once on the RFQ Vendors tab.

The Vendors tab has the following new fields:

SequenceTerm

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DescriptionRevision #


Request for Quotation (Nuc) Actions

The Request for Quotation (Nuc) application has the following Nuclear-specific action:


For information about this action, refer to the Purchase Orders (Nuc) help.


Purpose You use the Terms and Conditions (Nuc) application to enter and maintain a library of terms and conditions. These terms can contain information such as liability concerns, shipping and handling details, or delivery time expectations.

There are three types of terms used:

Commercial terms that can be added to a purchasing document or a contractQuality terms that can be associated with a companyTechnical terms that can be associated with an item

The Commercial terms entered in the Terms and Conditions (Nuc) application are available from the Terms and Conditions tabs in purchasing, contract, companies and item master applications. From those tabs, you can select a term from the library to associate with a purchasing or contract record. Quality terms are used for companies and Technical terms are used for items.

Terms are now statusable. Only approved Quality terms can be applied to companies. Only approved Technical terms can be applied to items.

The Terms and Conditions (Nuc) application has the following new fields:

Vendor Qual TypeRevision #StatusStatus Date


Terms and Conditions (Nuc) Actions

Terms and Conditions (Nuc) has no Nuclear-specific actions.

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Companies (Nuc)

Purpose The Companies (Nuc) application maintains detailed information about vendors, manufacturers, and other companies.

Vendors can have parent companies or multiple vendor locations for a single company. Using reports, you can determine total year-to-date expenditures with a single organization, regardless of its location.

Company information must be entered in the Companies application before other modules, such as Inventory and Purchasing, can access it.

Tabs

The Companies (Nuc) application has the following new tabs:

QualificationsItems

Qualifications Tab

The Qualifications tab is used to associate Quality terms to a company and to record Scope of Approval data. On this tab you can enter scheduled dates for company audits, add Quality Terms and Conditions, and enter Scope of Approval Data.

The Qualifications tab has the following new fields:

Quality StatusLast Audit DateNext Audit DateAudit ResultTermDescriptionRevision #Last History Evaluation DateNext History Evaluation DateLegacy CodeNUPIC Vendor CodeApproval ScopeDetails

Items Tab

Use the Items tab of Companies (Nuc) to associate items with a company. These items will generally be the items that the company normally supplies to the nuclear provider. The list of items for a company is referenced when purchasing items from that company. When ordering items, if an item is not listed for that company, the user is warned of this fact but allowed to continue if required.

The Items tab has the following new fields:

ItemDescription

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Companies (Nuc)

Companies (Nuc) Actions

The Companies (Nuc) application has the following Nuclear-specific actions:

Add/modify Company Audit DataChange Quality Status

For information about these actions, refer to the Companies (Nuc) help.

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Overview The Work Orders module has one new application and two cloned applications. This chapter provides an overview of new tabs and/or fields added to the cloned applications. For more information on any application, refer to the application help. You also can refer to the MXES User’s Guide for more information about any standard Maximo application.

The Work Orders module contains the following Nuclear-specific applications:

Quick Reporting (Nuc) Application

Purpose You use the Quick Reporting (Nuc) application to create or report on open work orders or small jobs. You can enter actual labor and material usage information, or report events such as asset failures or downtime that do not involve maintenance department work.

This application contains a subset of fields available in Work Order Tracking, and has probably been configured to meet the needs of your site.

Quick Reporting (Nuc) has been enhanced to support Commitment Tracking, Surveillances, and Asset Reliability.

Tabs

The Quick Reporting (Nuc) application has the following enhanced tab:

Quick Reporting

Quick Reporting Tab

You use the Quick Reporting tab to duplicate work orders, or to report on any open work order. Insert and modify information about asset, tasks, labor and material usage, tool information, and Failure reporting.

Work Orders Module 9Application Nuclear Function

Quick Reporting (Nuc) To create or report on open work orders or small jobs.

Commitment Tracking (Nuc) To effectively manage critical processes.

Work Order Tracking (Nuc) To plan, review, and approve work orders for asset and locations.

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Commitment Tracking (Nuc) Application

When reporting on an open work order, you can copy information from an existing work plan to enter actual labor and material usage. Planners may want to use the Work Order Tracking application to plan and schedule recurring or complex work, but maintenance and shop floor personnel may find the Quick Reporting application more convenient to use.

This application contains a subset of fields available in Work Order Tracking, and has probably been configured to meet the needs of your site.

The Quick Reporting tab has the following enhanced sub-tab:

Materials

The materials sub-tab has been enhanced to include Procurement Class.

Quick Reporting (Nuc) Actions

Quick Reporting (Nuc) has no industry-specific actions.

Commitment Tracking (Nuc) Application

Purpose Commitments are agreements made between two organizations. One of the organizations performs the work, and reports the status of the work performed to an external organization ( for example, the Nuclear Regulatory Commission).

You use this application to maintain work records and report the status of work performed to accomplish tasks identified as a commitment to various external agencies, for example, NRC, OSHA, EPA. The following is a representative list of nuclear industry work you can track:

CommitmentsNRC BulletinsNRC Generic Letters (GL)Institute of Nuclear Power Operations INPOLicensee Event Reports (LER)Responses of NRC Notices of Violations (NOV)Federal Regulatory Guides (RG)Industry Codes and StandardsChanges in the utility's Practices and/or procedures

Maximo lets you perform the following tasks via the Commitment Tracking (Nuc) application:

Identify assets affected by the commitment.Determine the work that needs to be accomplished to meet the commitment.Track the work required to meet the commitment.

Tabs

The Commitment Tracking (Nuc) application has the following new or enhanced tabs:

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Chapter 9: Work Orders Module

ReviewWork Package

Review Tab

You use the Review tab to add departments, groups, and people who are required to be part of the review process for a commitment. This enables the Commitment Tracking administrator to track who is part of the review process and when their review is due for completion along with other data.


Responsible DeptDept NameResponsible PersonNameReview Due DateExt Review DateReview ReceivedNotesSummaryEmail


Work Package Tab

You use the Work Package tab to perform the following tasks:

Display one or more assets attached to the commitment.Select one or more asset lists to attach to the commitment via Select Asset List. Generate work orders or PMs for the identified assets via Generate Work. Display all work orders associated with the commitment via Display Work Order Hierarchy.View a Status Summary of the work orders attached to this Commitment.


Work Order StatusNumber of Work OrdersPercentage of Total


Work Order Tracking (Nuc) Application

Purpose You use the Work Order Tracking (Nuc) application to plan, review, and approve work orders for assets and locations. When you create a work order in Maximo, you initiate the maintenance process and create a historical record of work being performed.

In addition to displaying the Mode and MER data, in the case of a PM, if the work order is implementing a commitment, the commitment's number is also

03/2006 9-3


displayed. The Location's data is displayed on the SNPM Tab. This eliminates the necessity of going to the Location application to obtain this data.

When Maximo creates a child work order from a commitment, the parent/child relationship links all work orders to the original commitment. The Work Order Tracking (Nuc) application has a Reference field that contains specific information relating to the original commitment. This lets you know that source of a work order was a commitment, if a child work order was removed from the hierarchy.

Tabs

The Work Order Tracking (Nuc) application has the following new or enhanced tabs:

Work OrderPlansActualsSNPM Data

Work Order Tab

Use the Work Order tab to plan, review, and approve work orders. Process work orders created with the Work Order Tracking (Nuc) application as well as those created or generated from the Quick Reporting (Nuc), Condition Monitoring, and Preventive Maintenance (Nuc) applications.

View and modify work order details such as the work assets, work type and priority, safety plan, job plan, GL account, problem code, scheduling information, and follow-up work.

The Work Order tab has the following new fields:

Scheduling CommentsDetails


Plans Tab

You can view, enter, and modify several types of work plan data on the Plans tab of a work order. A work plan describes the labor, materials, tools, and tasks needed to complete a work order.

An easy way to add a work plan to a work order is to associate a job plan with the work order. When you insert an identifier in the Job Plan field or generate a work order that already has a job plan, Maximo adds a copy of the job plan, called a work plan, to the work order. Maximo may also add a safety plan to the work order. Changes you make to the work plan or work order's safety plan do not affect the original job plan or safety plan.

Actuals Tab

Use the Actuals tab in Work Order Tracking to enter, view and modify the actual job tasks, labor, materials, and tools used on the work order. If there is

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Chapter 9: Work Orders Module

a work plan, MAXIMO copies data from the Tasks table window of the Plans tab to the Tasks table window of the Actuals tab. View work plan data on the Plans tab.

To report actual labor, material, and tool usage, click on the appropriate subtab. You can then use windows available from the tabs to copy plan data, or insert different or additional information on usage. The work order must be approved before you can report actuals. Only approved labor is used in calculating actuals for labor hours and costs. You can modify fields until you save the change.

SNPM Data Tab

The SNPM (Standard Nuclear Performance Model) Data tab of Work Order Tracking (Nuc) is used to view SNPM data.

Work Order Tracking (Nuc) Actions

The Work Order Tracking (Nuc) application has no Nuclear-specific actions.

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9-6 03/2006

Overview This chapter lists new, Nuclear-specific database tables and their columns. It also lists new columns added to existing Maximo database tables.

New Tables

The following tables list Nuclear-specific database information.

PLUSCOMPAUDIT Table

PLUSCOMPITEM Table

PLUSCOMPSTATUS Table

Nuclear Database Tables and Columns 10

COLUMNS NULLS DATA TYPE LENGTH

COMPANY N UPPER 12

LASTAUDITDATE N DATE N/A

NEXTAUDITDATE N DATE N/A

AUDITORG N ALN 25

COMMENTS Y ALN 50

AUDITRESULT N UPPER 12

COMPAUDITID N INTEGER 12


COMPANY N UPPER 12

ITEMNUM N UPPER 30


CHANGEBY N UPPER 30

CHANGEDATE N DATE/TIME N/A

COMPANY N UPPER 12

FINCNTRLID Y UPPER N/A

GLACCOUNT Y GL 23

MEMO Y ALN 50

STATUS N UPPER 16

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PLUSCOMPTERM Table

PLUSCTREVIEW Table

PLUSDRILLDOWN Table

PLUSITEMTERM Table

PLUSPMREF Table


COMPANY N UPPER 12

TERMID N UPPER 25


COMMITID N UPPER N/A

RESPDEPT N INTEGER 12

RESPPERSON Y UPPER 30

REVDUEDATE Y DATE N/A

EXTRAVDATE Y DATE N/A

REVREC Y DATE N/A

NOTES Y ALN N/A


TBNAME N UPPER 18

RTRATRIBUTE N UPPER 18

INITVALUE N UPPER 14

ISQBE N YORN 1

INHIERARCHY N YORN 1


ITEMNUM N UPPER 30

TERMID N UPPER 25


PMNUM N VARCHAR2 8

REF N VARCHAR2 50

SITEID N VARCHAR2 8

ORGID N VARCHAR2 8

New Tables

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bles and Columns

PLUSSURVTS Table

PLUSTERMSTATUS Table

PLUSWOASSET Table


PMNUB N UPPER 8

SR N ALN 15

LCO Y ALN 10

TITLE Y ALN 50

APPLICABILITY Y ALN 15/


TERMID N UPPER 25

STATUS N UPPER 20

CHANGEDATE N DATE N/A

CHANGEBY N UPPER N/A

MEMO Y ALN 50


WONUM N VARCHAR2 10

EQNUM Y VARCHAR2 8

LOCATION VARCHAR2 8

OTHER Y VARCHAR2 15

DESCRIPTION Y VARCHAR2 80

LDKEY Y INT 4

JPNUM Y VARCHAR2 10

PMNUM Y VARCHAR2 8

CHILDPMNUM Y VARCHAR2 8

CHILDWONUM Y VARCHAR2 10

SITEID N VARCHAR2 8

ORGID N VARCHAR2 8

Chapter 10: Nuclear Database Ta

03/2006 10-3

Modified Tables

The following tables list Nuclear specific database information.

COMPANIES Table

EQUIPMENT Table

INVENTORY Table

ITEM Table

LOCATIONS Table

PMTable


PLUSQUALSTAT Y UPPER 12

PLUSQSTDATE N DATE N/A


PLUSPROC Y VARCHAR2


PLUSABUY Y YORN


PLUSAUTOBUY Y YORN 1

PLUSPROC Y VARCHAR2 8

PLUSQVEND N YORN 1


PLUSCRITICAL Y VARCHAR2 8

PLUSTECHSPEC Y YORN 8

PLUSPRA Y NUMERIC 8,4

PLUSGRA Y NUMERIC 8,4

PLUSMRULE Y YORN 1

PLUSQUAL Y VARCHAR2 8


PLUSENAB N YORN 1

PLUSFREQNAME N VARCHAR2 8

PLUSISFREQ N YORN 1

Modified Tables

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bles and Columns

POTERM Table

PRTERM Table

RFQTERM Table

RFQVENDORTERM Table

PLUSGRACE N VARCHAR2 3

PLUSGRACE325 N YORN 1

PLUSMER N VARCHAR2 2

PLUSMILESTONE Y UPPER 6

PLUSONDMD N YORN 1

PLUSPLCY N VARCHAR2 3

PLUSPMOD N VARCHAR2 3

PLUSPMTYPE N VARCHAR2 3

PLUSSCHED Y ALN 256

PLUSSEQ Y UPPER 8

PLUSSEQDATE Y DATE/TIME N/A

PLUSSTARTTIME N DATE

PLUSTSFREQ N NUMBER


PLUSTYPE Y UPPER 15

PLUSREV Y UPPER 10

PLUSITEMNUM Y UPPER 30


PLUSTYPE Y UPPER 15

PLUSREV Y UPPER 10



PLUSTYPE Y UPPER 15

PLUSREV Y UPPER 10



PLUSTYPE Y UPPER 15

PLUSREV Y UPPER 10

Chapter 10: Nuclear Database Ta

03/2006 10-5

TERM Table

WOGEN Table

WORKORDER Table


PLUSSTATUS N UPPER 20

PLUSSTATUSDATE N DATE N/A

PLUSTYPE Y UPPER 15

PLUSREV Y UPPER 10


PLUSMOD N VARCHAR2 3



PLUSGRACEDAYS N VARCHAR2 40


PLUSASFOUND Y VARCHAR2 8

PLUSCMTNUM Y VARCHAR2 10

PLUSLOCK N YORN 1

PLUSCRITICAL Y UPPER 8

PLUSGRA Y DECIMAL 8



PLUSGRACEDAYS N VARCHAR2 40

PLUSMOD N VARCHAR2 3

PLUSMRULE Y YORN 1

PLUSPRA Y DECIMAL 8

PLUSQUAL Y UPPER 1

PLUSREFERENCE Y VARCHAR2 50

PLUSREGDUEDATE N DATE

PLUSSCHED Y ALN 256

PLUSTCHSPEC Y YORN 1

PLUS325DEADDATE N DATE

Modified Tables

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Nuclear User’s Guide Addendum

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