&8078 :/0
`
`Release 4.0.2
`
`Copyright 1994-1999, Project Software & Development, Inc.
`
`CiM Ex. 1046 Page 1
`
`

`
`Although every effort has been made by Project Software & Development, Inc.
`to ensure the accuracy and completeness of this document and related program
`material, no warranty, express or implied, is made by Project Software &
`Development, Inc. as to the accuracy and completeness of this document or the
`related program material, nor shall the fact of distribution of this document and
`the related program material constitute any such warranty, and no responsibility
`is assumed by Project Software & Development, Inc. in connection therewith.
`
`Restricted Rights Legend
`
`Use, duplication, or disclosure by the U.S. Government is subject to restrictions
`as set forth in subdivision (b)(3)(ii) of the Rights in Technical Data and
`Computer Software clause at 52.227-7013.
`
`Material from this document may not be duplicated or copied without the express
`written permission of Project Software & Development, Inc.
`
`Copyright 1999, Project Software & Development, Inc.
`
`MAXIMO is a registered trademark of Project Software & Development, Inc.
`Other products and brand names are trademarks or registered trademarks of their
`respective companies.
`
`CiM Ex. 1046 Page 2
`
`

`
`Contents
`
`CONTENTS
`
`CHAPTER 1 INTRODUCTION ............................................................................ 19
`
`OVERVIEW ............................................................................................................... 19
`IN THIS USER’S GUIDE ........................................................................................... 21
`How to Use this Guide............................................................................................. 22
`RELATED MAXIMO DOCUMENTATION............................................................... 23
`
`CHAPTER 2 MAXIMO AND WINDOWS............................................................ 25
`
`OVERVIEW ............................................................................................................... 25
`STARTING AND EXITING MAXIMO...................................................................... 26
`Starting MAXIMO.................................................................................................. 26
`Change Nonprivileged User Password............................................................................... 27
`Starting an Application ........................................................................................... 28
`Using the Mouse............................................................................................................... 28
`Using the Keyboard .......................................................................................................... 28
`Exiting an Application / Closing the Main Menu .................................................... 29
`Exiting MAXIMO................................................................................................... 29
`APPLICATION SCREENS......................................................................................... 30
`Parts of a MAXIMO Application Screen ................................................................. 31
`The MAXIMO Bar............................................................................................................ 32
`Tabs ................................................................................................................................. 33
`Table Windows ....................................................................................................... 35
`The Status Column ........................................................................................................... 38
`Default Table Data............................................................................................................ 39
`Dialog Boxes........................................................................................................... 40
`NAVIGATION METHODS ........................................................................................ 43
`Using the Mouse ..................................................................................................... 43
`Using the Right Mouse Button to Display the Field Menu ................................................. 44
`
`3
`
`CiM Ex. 1046 Page 3
`
`

`
`Contents
`
`Using the Keyboard................................................................................................. 45
`The Detail Button.................................................................................................... 46
`FIELDS ...................................................................................................................... 46
`The Key Field.......................................................................................................... 47
`Field Icons .............................................................................................................. 47
`Field Data Types ..................................................................................................... 48
`Alphanumeric Fields......................................................................................................... 48
`Numeric Fields ................................................................................................................. 49
`Date and Time Fields........................................................................................................ 52
`Yes/No Fields................................................................................................................... 54
`Read/Write and Read-only Fields...................................................................................... 54
`Required Fields ................................................................................................................ 55
`Value List Fields .............................................................................................................. 56
`Long Description Fields .................................................................................................... 58
`Hyperlink Fields .............................................................................................................. 59
`Application Launch Fields....................................................................................... 61
`Hidden Fields.......................................................................................................... 61
`GL Account Fields .................................................................................................. 62
`Tracking GL Accounts in MAXIMO ................................................................................. 62
`Entering Account Codes in MAXIMO Using the GL Account Navigator............................ 66
`Display of Account Codes in the GL Account Navigator Dialog Box.................................. 68
`Red Dots ................................................................................................................. 69
`
`CHAPTER 3 THE MAIN MENU........................................................................... 71
`
`OVERVIEW ............................................................................................................... 71
`MAIN MENU SCREEN.............................................................................................. 72
`Menu Bar ................................................................................................................ 72
`Module Icons........................................................................................................... 73
`Modules, Applications, Screens, and Tabs............................................................... 73
`WORK ORDERS........................................................................................................ 74
`PMs ............................................................................................................................ 75
`INVENTORY ............................................................................................................. 75
`EQUIPMENT ............................................................................................................. 77
`PURCHASING ........................................................................................................... 78
`PLANS ....................................................................................................................... 79
`LABOR....................................................................................................................... 80
`CALENDARS............................................................................................................. 80
`
`4
`
`CiM Ex. 1046 Page 4
`
`

`
`Contents
`
`RESOURCES.............................................................................................................. 81
`CUSTOM APPLICATIONS........................................................................................ 81
`SETUP........................................................................................................................ 82
`UTILITIES ................................................................................................................. 83
`
`CHAPTER 4 GETTING AROUND IN MAXIMO ................................................ 85
`
`OVERVIEW ............................................................................................................... 85
`MENU BAR................................................................................................................ 86
`Menu Bar on Main Menu Screen............................................................................. 86
`File Menu on Main Menu Screen...................................................................................... 86
`Help Menu on the Main Menu .......................................................................................... 87
`Menu Bar on Application Tabs................................................................................ 87
`Menu Bar Items....................................................................................................... 88
`FILE MENU ............................................................................................................... 90
`Save (Record).......................................................................................................... 90
`Send (Record) ......................................................................................................... 91
`Run Reports ............................................................................................................ 92
`Print Form............................................................................................................... 92
`Print Documents...................................................................................................... 93
`Open Database/Close Database................................................................................ 94
`Exit (Application Name) ......................................................................................... 95
`Exit MAXIMO........................................................................................................ 95
`EDIT MENU .............................................................................................................. 96
`Undo Typing ........................................................................................................... 96
`Cut.......................................................................................................................... 96
`Copy ....................................................................................................................... 97
`Paste ....................................................................................................................... 98
`Clear All ................................................................................................................. 98
`Find (Record) .......................................................................................................... 99
`Delete Row.............................................................................................................. 99
`Undelete Row........................................................................................................ 100
`Delete Document Registration ............................................................................... 100
`Delete Document Link........................................................................................... 101
`Set Linked Document Version ............................................................................... 101
`Delete (Record) ..................................................................................................... 102
`VIEW MENU ........................................................................................................... 103
`
`5
`
`CiM Ex. 1046 Page 5
`
`

`
`Contents
`
`(Record) List ......................................................................................................... 103
`Current Query ....................................................................................................... 105
`Saved Queries ....................................................................................................... 105
`Refresh (Record) ................................................................................................... 105
`Count (Records) .................................................................................................... 105
`ACTIONS MENU..................................................................................................... 107
`Application Actions(s)........................................................................................... 109
`INSERT MENU........................................................................................................ 109
`New (Record) ........................................................................................................ 109
`New (Record) with AutoNumber ........................................................................... 110
`Duplicate (Record) ................................................................................................ 111
`Connections to Other Records ......................................................................................... 112
`New Row............................................................................................................... 112
`New Row with AutoNumber (Work Orders Module only)...................................... 113
`Document Registration .......................................................................................... 113
`Document Link ..................................................................................................... 114
`NAVIGATE MENU.................................................................................................. 115
`Next (Record)........................................................................................................ 115
`Previous (Record).................................................................................................. 116
`Hyperlink .............................................................................................................. 116
`Return to Originating Application ......................................................................... 119
`Return with Selection ............................................................................................ 120
`Return with Selection and Exit .............................................................................. 121
`Main Menu ........................................................................................................... 121
`Scroll to Column ................................................................................................... 121
`(Application) Extra Form Window ........................................................................ 121
`SETUP MENU.......................................................................................................... 122
`Save Desktop......................................................................................................... 122
`Set Field Defaults.................................................................................................. 122
`Define Document Types ........................................................................................ 124
`Specify Document Confirmations .......................................................................... 124
`Define Filter.......................................................................................................... 124
`HELP MENU............................................................................................................ 125
`Contents and Index ............................................................................................... 126
`(Application) Help................................................................................................. 128
`MAXIMO Overview.............................................................................................. 129
`
`6
`
`CiM Ex. 1046 Page 6
`
`

`
`Contents
`
`MAXIMO on the Web........................................................................................... 129
`About MAXIMO................................................................................................... 129
`TOOLBAR................................................................................................................ 129
`KEYBOARD COMBINATIONS .............................................................................. 135
`Keyboard and Editing ..................................................................................................... 136
`Keyboard and Value Lists ............................................................................................... 136
`Keyboard and Table Windows......................................................................................... 137
`
`CHAPTER 5 THE STATUS BAR........................................................................ 139
`
`OVERVIEW ............................................................................................................. 139
`MODES OVERVIEW............................................................................................... 140
`QUERY MODE ........................................................................................................ 141
`Basic Querying...................................................................................................... 142
`Using Operators.............................................................................................................. 144
`Using Wildcards ............................................................................................................. 145
`Steps for Querying by Using On-Screen Fields ................................................................ 146
`Advanced Querying............................................................................................... 148
`Sample Where Clauses ................................................................................................... 149
`Steps for Querying Using the Where Clause.................................................................... 150
`Editing a Where Clause .................................................................................................. 151
`Saving a Where Clause ................................................................................................... 153
`Where Clause Listing...................................................................................................... 154
`BROWSE MODE ..................................................................................................... 154
`MODIFY MODE ...................................................................................................... 155
`INSERT MODE........................................................................................................ 156
`MESSAGES AND MESSAGE ICONS ..................................................................... 157
`Field Icons ............................................................................................................ 157
`
`CHAPTER 6 REPORTS....................................................................................... 159
`
`OVERVIEW ............................................................................................................. 159
`RUNNING, VIEWING, AND PRINTING A MAXIMO REPORT ............................ 159
`Registered Reports................................................................................................. 160
`The (Application) Reports Dialog Box................................................................... 160
`Displaying a list of other applications.............................................................................. 160
`The SQR Options Dialog Box................................................................................ 161
`REPORT LIST BY MODULE................................................................................... 162
`Work Order Reports .............................................................................................. 163
`
`7
`
`CiM Ex. 1046 Page 7
`
`

`
`Contents
`
`Preventive Maintenance Reports............................................................................ 166
`Inventory Reports.................................................................................................. 167
`Equipment Reports................................................................................................ 171
`Purchasing Reports................................................................................................ 178
`Labor Reports........................................................................................................ 180
`Resources Reports ................................................................................................. 182
`Setup (Database Configuration) Reports ................................................................ 183
`
`CHAPTER 7 WORK ORDERS ........................................................................... 185
`
`OVERVIEW ............................................................................................................. 185
`Categories of Work Orders .................................................................................... 186
`DOWNTIME REPORTING...................................................................................... 186
`Why Is It Important to Report Unplanned Downtime? ........................................... 187
`Reporting Unplanned Downtime ..................................................................................... 187
`How Unplanned Downtime Is Calculated .............................................................. 187
`Analyzing Unplanned Downtime........................................................................... 188
`WORK ORDERS MENU ITEMS ............................................................................. 189
`Work Orders and Other MAXIMO Modules.......................................................... 190
`Work Orders and Preventive Maintenance....................................................................... 190
`Work Orders and Job Plans............................................................................................. 190
`Work Orders and Operating Locations............................................................................. 190
`Work Orders and Equipment........................................................................................... 191
`Work Orders and Inventory............................................................................................. 191
`Work Orders and Labor................................................................................................... 192
`The MAXIMO Scheduler ...................................................................................... 192
`WORK ORDER TRACKING APPLICATION.......................................................... 192
`WORK ORDER TRACKING TABS......................................................................... 192
`USING THE WORK ORDER TRACKING APPLICATION..................................... 194
`Work Plans ........................................................................................................... 194
`Duplicating Work Order Records .......................................................................... 195
`Parent and Child Work Orders .............................................................................. 195
`When to Use a Parent Work Order .................................................................................. 195
`Actions.................................................................................................................. 196
`Copy Methods................................................................................................................. 196
`Move/Modify Equipment ................................................................................................ 196
`PLANS TAB............................................................................................................. 196
`ACTUALS TAB ....................................................................................................... 197
`
`8
`
`CiM Ex. 1046 Page 8
`
`

`
`Contents
`
`USING THE ACTUALS/LABOR TAB..................................................................... 198
`Restricting Access ................................................................................................. 198
`Additional Validation............................................................................................ 198
`Actions.................................................................................................................. 198
`Select Work Plan Components ........................................................................................ 198
`USING THE ACTUALS/MATERIALS TAB............................................................ 199
`Actions.................................................................................................................. 199
`Select Work Plan Components ........................................................................................ 199
`USING THE ACTUALS/TOOLS TAB ..................................................................... 200
`Select Work Plan Components ........................................................................................ 200
`FAILURE REPORTING TAB................................................................................... 200
`WORK REQUESTS APPLICATION........................................................................ 200
`WORK REQUESTS APPLICATION TABS ............................................................. 201
`QUICK REPORTING APPLICATION ..................................................................... 201
`QUICK REPORTING APPLICATION TABS........................................................... 201
`Toolbar ................................................................................................................. 201
`USING THE QUICK REPORTING APPLICATION................................................. 202
`Creating a New Work Order.................................................................................. 202
`Reporting on an Open Work Order........................................................................ 203
`WORK MANAGER APPLICATION........................................................................ 204
`WORK MANAGER APPLICATION TABS ............................................................. 204
`Toolbar ........................................................................................................................... 205
`Finishing Assignments, Closing Work Orders....................................................... 206
`Actions Menu........................................................................................................ 206
`Assign Labor (Self-Dispatch Mode) ................................................................................ 206
`Interrupt Assignment....................................................................................................... 208
`Finish Assignment .......................................................................................................... 209
`View Submenu ............................................................................................................... 210
`WORK ORDER LIST/LABOR LIST ........................................................................ 211
`Toolbar ........................................................................................................................... 211
`USING THE WORK ORDER LIST/LABOR LIST.................................................... 212
`Actions.................................................................................................................. 212
`Work Order List submenu............................................................................................... 212
`Labor List submenu ........................................................................................................ 214
`Modify Labor Availability............................................................................................... 216
`Assign Labor................................................................................................................... 217
`Start Assignment............................................................................................................. 219
`Interrupt Assignment....................................................................................................... 219
`
`9
`
`CiM Ex. 1046 Page 9
`
`

`
`Contents
`
`Finish Assignment .......................................................................................................... 220
`WORK ORDER REPORTS....................................................................................... 222
`Daily Maintenance Schedule by Supervisor Report.......................................................... 222
`Equipment Cost Rollup Report........................................................................................ 222
`Delinquent Work Order Report ....................................................................................... 222
`Estimated vs. Actual Work Order Costs Report ............................................................... 222
`Response and Repair Performance Analysis by Location Report ...................................... 222
`Weekly Maintenance Schedule by Craft Report ............................................................... 223
`Diagnostic Work Order Report........................................................................................ 223
`Work Order Material Check............................................................................................ 223
`Standard Work Order Report........................................................................................... 223
`Work Order Status Change Report .................................................................................. 224
`Employee Job Assignments Report.................................................................................. 224
`Daily Work Order Assignments Report ........................................................................... 224
`
`CHAPTER 8 PREVENTIVE MAINTENANCE.................................................. 225
`
`OVERVIEW ............................................................................................................. 225
`Preventive Maintenance and Other MAXIMO Modules......................................... 226
`Preventive Maintenance and Job Plans............................................................................ 226
`Preventive Maintenance and Equipment.......................................................................... 226
`Preventive Maintenance and Work Orders....................................................................... 226
`PREVENTIVE MAINTENANCE TABS .................................................................. 227
`Toolbar ........................................................................................................................... 227
`Define Filter Dialog Box ....................................................................................... 228
`Restarting a Job Plan Sequence ............................