Lab guide

Exploring Maximo Mobile

Course code DL43007G
September 2021 edition
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Contents
Exercises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Exercise 1 Maximo Mobile installation and configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Exercise 2 Work order management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

© Copyright IBM Corp. 2021 iii

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Exercises
From routine service calls to remote inspections, technicians succeed or fail based on their
knowledge. Yet as assets become smarter and more connected, the information needed to
maintain and manage them grows. How can field technicians keep up? With AI and a mobile
platform.

IBM® Maximo® mobile solutions deliver remote and AI-based expert assistance, real-time asset
history and operational data from wearables, safety sensors and diagnostic interfaces to the
digital twin. Explore the Maximo Mobile solution below and discover how intelligent mobile EAM
can keep technicians connected and your organization productive.

This lab is designed to give you an opportunity to discover the ease of use of Maximo Mobile. In
this lab, you learn to :

• Install Maximo Mobile on your mobile device

• Configure Maximo Mobile with Maximo EAM Server instance

• Navigate work orders

• View work orders in list or map view

• Start work on a work order

• Update a work order

• Complete a work order

• Perform an inspection

Important: These exercises are presented in a virtual lab format. A virtual lab is an interactive
simulation of the original virtual machines, containers, or mobile devices. A virtual lab is not an
actual virtual machine, container, or mobile device. Therefore, your interaction opportunities are
restricted to the exercise steps with some minor variance. You use this lab guide, which walks
you through usage and responses for the components that are taught.

You can run the virtual lab multiple times without restriction.

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Exercises

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Scenario:

You are a Field Service Technician that works on pumps for an Oil company. Your company uses
Maximo Manage to automatically generate work orders from service requests. You have been
asked to test drive Maximo Mobile instead of your laptop or terminal to process work orders. The
goal is to determine if Maximo Mobile gives you more flexibility and efficiency in your normal work
flow.

Let’s get started.

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Exercises
Exercise 1 Maximo Mobile installation and configuration

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Exercise 1 Maximo Mobile installation and
configuration
In this exercise, you install and configure the Maximo Mobile iOS application to integrate with a
Maximo EAM server instance. This prerequisite enables you to complete the other exercise in the
lab.

In this exercise you:

• Download and install the Maximo Mobile app

• Configure the Maximo Mobile app to point to a Maximo EAM server instance

Note: Good news! As of Maximo Application Suite 8.5, Maximo Mobile runs on iOS, Android, and
Windows Mobile devices.

1. To access the mobile device, double-click the Phone icon on the desktop.

The mobile device appears.

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2. Log in to the mobile device:

a. To wake the device, click the screen.

b. To access the home screen, click the screen.

The Home screen appears. You need to install the Maximo Mobile app.

3. To access the App Store, click App Store.

The App Store opens in the device.

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4. Search for the Maximo Mobile app:

a. Click Search.

b. In the Search field, type Maximo Mobile.

c. Press Enter.

d. Select ibm mobile for eam.

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The IBM Maximo Mobile for EAM app appears.

5. To install the app, click Get.

After several seconds the app installs.

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6. To launch the application, click Open.

The first time set up begins and requires you to accept the license agreement.

7. To accept the license agreement, click Agree.

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Exercise 1 Maximo Mobile installation and configuration

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The IBM Maximo Mobile for EAM page opens where you can enter the Maximo EAM server
address.

8. In the server address field, type https://maximo85.ibm.com and click Next.

The initial set up process begins. After a short period of time, the log in page appears.

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9. Log in to Maximo EAM from the mobile device:
a. In the Username field, type eli.

b. In the Password field, type moblab.

c. Click Next.
Congratulations, set up is now complete and the Maximo Mobile app is logged into the Maximo
EAM instance. Proceed to the next exercise.

Exercise 2 Work order management

As the Service Field Technician, you are ready to start your day using the Maximo Mobile app to
see work that has been assigned to you. You notice instantly, that you can see your work orders
whether you are in the break room, on the other side of the plant, or even offline.

In this exercise you:

• Use Navigator to view your work orders

• View work orders in map and list views

• Update a work order

• Start and complete an inspection

• Add labor time

• Complete the work order

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1. To begin using the Maximo Mobile application, click Next.

At this point, the mobile app itself downloads into the mobile app shell, which is what you
downloaded from the App Store in Exercise 1.

2. To bypass the Download screen, click Next.

The Navigator screen opens and provides an overview of the Navigator application.

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Hint: The Navigator is your launch point into the various features and work flows provided by
Maximo Mobile.

3. To open the Navigator, click the Navigator icon.

The Navigator view opens and is where you have the ability to interact with your work orders,
view materials and tools list, view work orders in a map, run inspections, and access any
Digital Twins you own.

4. To view all work orders assigned to you, click My Schedule.

The Assigned work view opens and displays your assigned work orders by priority, so that you
can focus on the right job at any given time in your shift. You can look at all your work in a list,
or use the Map view to see work nearby and perform additional tasks like route optimization,
so you can get to the correct location in the most efficient way. The location information helps
direct you to the proper asset within the plant to perform the work order tasks.

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5. To open the Map view, click the Map icon.
The Map view opens and displays the various work orders on a map as well as your location
relative to those work orders.

6. To get back to the list view, click the List icon.

7. To begin work on the first work order in the list, click Start work.
The work order updates to include buttons for materials and tools, work log, pause, and stop.

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8. To open the work order, click the Arrow icon.
The work order details are displayed.

9. To view the long description of the details, click the Long description icon.
The long description view opens and displays additional information including links that could
take you back to Maximo Monitor to see details of the anomaly.
What you have deciphered thus far is that the PUMPDEVICE005, located in the Massachusetts
site, triggered an alert within Maximo Monitor, which then automatically generated this work
order. This gives you enough information to know that you need to perform an inspection of
the asset.

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10. To get back to the main work order view, click the Back icon.

You begin your physical inspection of the pump and go through the possible causes of what
could be causing the vibration and high noise. There is nothing in the skid that seems to be
causing instability, but you suspect that the O-ring may be worn out or deteriorated.

11. To begin the inspection, click the Inspection icon.

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The Pump Inspection view opens. It’s important that as a new technician you have clear
instructions available to you, which ensures you perform the correct steps and gather the
proper information needed to complete this work.

12. To start the timer on the inspection, click Start.

13. Answer the inspection questions:

a. In the External section, question 1.01 Leaks, click No.

b. In the External section, question 1.02 Electrical connections, click Yes.

c. To view the next question, click 1.03. Corrosion.

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d. In the External section, question 1.03 Corrosion, click No.

e. In the Pumps section, question 2.01 Vibration, click High.

f. To view the next question, click 2.02. Temperature.

g. In the Pumps section, question 2.02 Temperature, click Normal.

h. In the Pumps section, question 2.03 Noise, click High.

i. To complete the inspection, click the Complete icon.

The Inspection summary view opens and displays a summary of the inspection, including the
name of the asset and the number of questions within the inspection.

Note: In this virtual lab, you only go through four out of ten questions when performing the
inspection. In a production use case, you would go through all of the questions within the
inspection.

Hint: The inspection tasks and questions can be customized to your environment by the Maximo
Mobile Administrator.

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14. To get back to the work order, click Done.

15. To log the results of your work, click the Work log icon.
The Failure view opens, where you document the failure class, problem, cause, and remedy.

16. Record the type of failure:

a. Click Failure class.

b. Click Pump Failures.

c. Click Stopped.

d. Click Vibration.

e. Click Replaced Part.

The complete form is shown below. You can also add remarks with any pertinent details.

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17. In the Remarks field, type Replaced O-Ring.

18. To go to the Report work view, click the Back icon.

The Report work view opens and displays the Failure, Labor, Materials used, and tools used
sections. You need to log the time spent on servicing the pump.

19. Record the time spent servicing the pump:

a. In the Labor section, click the Edit icon.

b. In the Hours field, type 1.

The Hours field populated.

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20. To log the work order as complete, click the Complete icon.

Congratulations, you completed this lab and are now able to:
• Install and configure Maximo Mobile to point to your Maximo EAM instance
• Use Navigator to access touch points within the interface
• Leverage My Schedule to view and interact with your work orders
• Work with a list or map view of your work orders
• Log activity within a work order
• Start and complete an inspection
• Complete a work order

The lab is complete.

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© Copyright IBM Corp. 2020