maximo scheduler overview v2 - ibm€¦ · update work status and ... –maximo scheduler provides...

© 2013 IBM Corporation 1

Maximo SchedulerMaximo Scheduler

A Revised Approach to Work ManagementA Revised Approach to Work Management

Vikul Banta – Product Manager

Brian Downey – Senior Design Architect


Forecast Work

Identify

Resource Gaps

Create

schedules

Our Work Management Focus Areas Our Work Management Focus Areas

Schedule ComplianceSchedule ComplianceSchedule Compliance

PlanningResource

Optimization

Availability

• Assets

• Location

• Material

• Tools

• Labor/Crews

Assignment

Assign using a

Graphical UI

Labor and

Crews

Accommodate

vacation/break

Dispatching

Graphical UI

Public Map

Control

Route

Visualization

Labor and

Crews

Real-time

Communication

Assign

Emergency Work

Communication

to Field

Technicians

Update Work

Status and

Progress


3

Roles We Accommodate in Managing WorkRoles We Accommodate in Managing Work


Maximo Scheduler PedigreeMaximo Scheduler Pedigree

Focus Areas:


Maximo Scheduler FocusMaximo Scheduler Focus

Functionality, Use Cases, and Functionality, Use Cases, and Value by RoleValue by Role


The Planner, Scheduler & SupervisorThe Planner, Scheduler & Supervisor


Gantt Chart VisualizationGantt Chart Visualization

Use Case

– Planners and Schedulers want the ability to view, adjust, and publish work schedules

in a graphical view

– They want to view forecasted Preventive Maintenance (PM) instances along with

planned work

– They also want an illustration of the work order completion window

Solution

– Maximo Scheduler contains a Gantt tool to schedule work orders, tasks, and

forecasted PM work graphically

• View all planned, reactive, and forecasted work in a single, consolidated graphical view

• All work order, task, and forecast information available in a configurable UI

• Drag-and-drop capability allows for easy schedule manipulation based on real time

information

• View completion window for appropriate work orders


3View Work Orders and PMs

- Intuitive view of forecasted PMs along with planned work orders

- Drag and drop work orders as well as forecasted PMs


33Precedence Logic and Activity ConstraintsPrecedence Logic and Activity Constraints

• Precedence logic between work orders/tasks that have the same parent

• SNE/FNL date constraints calculated automatically from JP/PM offsets


Schedule ComplianceSchedule Compliance

Use Case

– Mid-way through a one month project, operations has asked the maintenance manager to assess

performance against plan. Maintenance uses Scheduler to open the monthly schedule and show

actual work dates vs. planned dates for the 2 weeks done, and their impact on the remaining work.

– The maintenance director requires a weekly schedule compliance report from every maintenance

manager in order to measure the effectiveness of the work scheduling process. They recognize

that this metric is an indicator of planning effectiveness, reactive work and craft worker

effectiveness.

Solution

– Maximo Scheduler has the capability to graphically show work orders’ Target Start/End,

Scheduled Start/End and Actual Start/End dates in the Gantt view. By default, Scheduler will show

Scheduled Start/End dates offering the user the option of showing all other dates with a click of a

button.

– Users have the option to calculate and store the Schedule Compliance metric. A configuration

page is available, providing users the ability to set the frequency for this metric (i.e. weekly,

monthly and quarterly)


33Schedule ProgressSchedule Progress

The ability to show Target, Scheduled and Actual Dates on the Gantt chart

� Allows Planners & Schedulers to get a view of how work is progressing, and the affect of

the progress on related work


Visibility of Other ResourcesVisibility of Other Resources

Use case

– Several major PMs are due at the same time due to a busy production schedule. As such, Assets

are only available for maintenance at very specific dates/times. The maintenance planner needs

to schedule this work during the available time slots

– The floor manager just found out that a turbine will be available for maintenance the next day. He

would like to gather all pending work orders on that turbine and its sub assemblies and schedule

them during that window of opportunity.

– 5 trucks are due for annual maintenance next week. The operations planner would need to know

the availability of the repair bay in various locations so that he can coordinate truck routes such

that they will be in the vicinity of the assigned bay in time for maintenance.

– The maintenance manager needs to review next week’s scheduled work orders to make sure the

parts are in stock. If parts are not available for the work, he will need to reschedule such work

orders and replace them with other pending work orders.


Visibility of Other ResourcesVisibility of Other Resources

Solution– Maximo Scheduler provides a graphical view of Craft, Asset, Location, Materials, and Tools that

will allow the planner to schedule work with confidence that other critical considerations can be

met.

– Planners are able to view when equipment will not be running, and when it will be available for

maintenance to be performed.

– Planners can avoid reworking schedules due to schedule dates that can not be met due to Asset

and/or Location utilization.


33Asset & Location AvailabilityAsset & Location Availability

Maintenance and Operational schedules in Assets and Locations with

visibility in Scheduler

This determines when work can be done on the Asset/Location


33Material AvailabilityMaterial Availability

Other Resource Availability tab shows:

� Maintenance/Operational/Calendar availability of Asset and Location

� Material Availability for planned materials

� Shows required quantity vs available quantity

� Green bar shows materials are available, red bar shows materials are unavailable

� Planners & Schedulers know when not to schedule work based on material availability


Schedule Cost Projection & TrackingSchedule Cost Projection & Tracking

Use Case

– A Planner knows that he only has a given budgeted amount to devote to the project which is

currently being scheduled. His management will need to know if the project can be done within

budget.

– A capital project is partially complete, and the project planner has been asked by executive

management for a cost rundown of the scheduled project, progress, etc.

.

Solution– Maximo Scheduler provides instant means for a Planner to assess how closely they are keeping

to budget with a schedule being defined. For schedules that are underway, it provides a complete

breakdown of proposed, committed, and actual costs. This eliminates the need for custom reports

to be defined and run, and can assist a Planner in keeping within budget long before the start of a

planned project.


33Schedule Cost TabSchedule Cost Tab

Calculate costs within schedule by week, month and year

� Illustrate Committed and Saved Estimated Labor, Materials, Services and Tools,

as well as Actual Labor, Materials, Service and Tools

� Allows budget adherence


Graphical Employee AssignmentGraphical Employee Assignment

Use Case– Part of a maintenance supervisors role is to assign work to maintenance technicians or crews based

on their skill and availability. To do this quickly and accurately, they need to view their current

assignments, break time, shift and vacation time.

Solution– The Graphical Assignment application in Maximo Scheduler provides drag and drop capability, along

with the visibility of all other critical factors (current assignments, vacation and break time) for proper

assignments to be made.

– Illustrates unassigned work and facilitates efficient assignment of appropriate technicians or crews

based on craft or crew type.

– Provides effortless reassignment of work from one technician/crew to another, as well as the ability to

split work among technicians/crews.


33Graphical AssignmentGraphical Assignment

Aimed at the process of assigning work to people

– Similar UI to Scheduler Gantt view for consistency

– Helps the Planner & Scheduler see non work time for a resource, as well as assignments made by other

Foremen beyond the bounds of their scheduleA eliminates duplicate labor assignments


33Making an AssignmentMaking an Assignment

Allows the Foreman to:

� Split Work According to Shifts, might be used if extending duration of the assignment

across an end of shift

� Split Work, once split can drag second assignment to add a time gap

� Split Work into Three Records, creates two additional assignments

� Create/Delete Assignment


The DispatcherThe Dispatcher


Dispatching Dispatching

Use Case

– The dispatcher is notified at the start of the shift that Crew1 will not be available today, so all of their

priority 1 work needs to be rerouted and reassigned to other crews in order for that work to be

completed today.

– The Dispatcher has received an emergency work order for the northeast part of the city that needs to be

worked on within the next 2 hours.

Problem

– There is no easy way for the Dispatcher to view all of the current routes and where the work or

resources are located throughout the city in an efficient manner .

– The Dispatcher needs to have a single view showing all of the today’s routes on a map along with their

work locations. They also need to have the ability to quickly assign new work to a crew and re-optimize

their work route.

Solution– The Dispatching application in Maximo Scheduler allows the Dispatcher to:

• Utilize maps to show street-level routes (SLRs) on a map, location of labor or crew resources.

• Quickly drag and drop new work to a crew at the “beginning of the shift scramble” when time is

limited to rearrange schedules for the day.


33Dispatching Dispatching

Dispatcher monitors and responds to on-going work out in the field :

– Dispatching View provides clients the ability view Work Order assignments in a calendar and map view

to spatially understand the dynamic work day.

– Dispatcher has the ability to view geo-location data from mobile devices and locate resources on a map

to determine current location.

– Ability to view spatially which resource can be rescheduled based on location and travel time when new

unassigned work orders come in throughout the day.


33Dispatch Dispatch –– Map ViewMap View

� Shows the sequence of work assigned to each resource based on a route color.

� Ability to view nearby Labor and Crews, Unassigned Work, Prioritized work, Work Types and Status.

Map View of Work Order Priority


The Mobile Field TechnicianThe Mobile Field Technician


Field Technician Field Technician Use Case

– The field technician is assigned work from the Dispatcher, and needs a way of acknowledging receipt, taking

ownership, and knowing where the work needs to be performed.

– The field technician has finished his assigned work order early and has time available for other work, but does

not know where any nearby work may be.

– An apprentice field technician is working on a job, but encounters a problem that they know can be resolved by

a Journeyman Mechanic. They are fairly certain that a nearby resource exists, but unsure where and how best

to reach them.

– The Foreman is made aware of a new work order assigned to his team, and needs to see where his resources

are located and the work which they are engaged in so that he may appropriately assign the work.

Solution

– The existing Maximo Everyplace mobile offering has 4 new templates provided as part of the Maximo

Scheduler:

• Everyplace Technician (Tablet) Large Screen Heavy Technician Functionality

• Everyplace Technician (Phone) Small Screen Heavy Technician Functionality

• Everyplace Technician (Lite) Small Screen Light Technician Functionality (Inspector, Break/Fix, Rapid

Dispatch)

• Everyplace Supervisor Small Screen Supervisor Functionality

– Enable Field Technicians and Foremen to view maps displaying current and assigned work, location of nearby

resources, unassigned work, turn by turn directions to next assignment, feedback on assigned work


33Field Technician ApplicationField Technician Application

Field Technician’s Work Order Route


33Field Technician Application Field Technician Application –– My Work My Work

Field Technician’s Street Level Route

Field Technician’s Material

Requirements

Field Technician’s Tool Requirements


What’s new in Scheduler 7.5.2?


New: Graphical Crew ManagementNew: Graphical Crew Management

� New Crew application to help with the Daily Morning shuffle of Crew Assignments

– Drag and drop labor and tools to make up a qualified crew


Forecast Work

Identify

Resource Gaps

Create

schedules

New: Adding New: Adding OptimizationOptimization to our Focus Areas to our Focus Areas

Schedule ComplianceSchedule ComplianceSchedule Compliance

PlanningResource

Optimization

Availability

• Assets

• Location

• Material

• Tools

• Labor/Crews

Assignment

Assign using a

Graphical UI

Labor and

Crews

Accommodate

vacation/break

Dispatching

Graphical UI

Public Map

Control

Route

Visualization

Labor and

Crews

Real-time

Communication

Assign

Emergency Work

Communication

to Field

Technicians

Update Work

Status and

Progress

Capacity

Planning

Resource

Leveling

Resource

Assignment

Spatial

Scheduling

Dynamic

Scheduling


Resource LevelingResource Leveling

Problem definition:

Work Orders have to be scheduled based on availability of labor, crew, asset, and location.

Goals:

Schedule work orders based on its priority in such a way that the available labor/crew resources

are optimally used. Additionally work orders will be scheduled with minimal interruption and when

asset/location are available for maintenance.

Work Attributes Considered

Skill level of the Craft

Priority Direction

Asset’s Operational and Maintenance availability

Location’s Operational and Maintenance availability

External Labor

Schedule Window (Date Constraints)

Resource Availability Variables

Partial availability of labor/crew

Time Interval Precision


Capacity PlanningCapacity Planning

Problem definition:

Work Orders have to be scheduled based on availability of labor, crew, asset, and location and

completed within a defined time period. For e.g. 2 week shutdown, turbine overhaul (4 weeks),

maintenance in remote locations with seasonal restrictions etc..

Goals:

Schedule work orders based on its priority in such a way that the available labor/crew resources

are optimally used within the given time period. If the available resources are insufficient then

identify the required resources to complete the work.


Skill level of the Craft

Priority Direction

Asset’s Operational and Maintenance availability


External Labor


Time period

Resource Availability Variables

Partial availability of labor/crew

Time Interval Precision


Resource AssignmentResource Assignment

Problem definition:

Daily work assignments are tedious to create manually when there are numerous work orders and

labor/crews.

Goals:

Automatically assign labor and crews to work orders by matching skill, crew type and availability

between the work order resource requirements and the resources. This allows the manager to

manage exceptions rather than manually build the entire list.


Craft and Skill requirement of the jobs

Crew Type requirement of the jobs

Operational and Maintenance availability


External Labor


Resource Attributes Considered

Craft and skill of the labor persons

Crew type of the crews

Standard shift availability

Calendar breaks

Modified person availability

(vacation/sick/overtime/personal)


Spatial SchedulingSpatial Scheduling

Problem definition:

Daily crew assignments need to consider the location of the work as well as distance and travel

time, and be optimized into daily routes for each crew.

Goals:

Automatically create daily street routes for the crews by matching crews to work orders within

geographic work zones, considering the type of work to be performed and the capabilities of the

crew.


Service Address of the work, asset or location

Work zone of the work

Type of crew required for the job

Travel time between locations

External Labor



Work zone of the crews

Daily composition of the crews

Start location for a daily route

Finish location for a daily route


Calendar breaks


Dynamic SchedulingDynamic Scheduling

Problem definition:

A Scheduler user needs to be able to quickly focus on new emergency work that is entering the

schedule.

Goals:

Identify new emergency work that has entered the schedule. Alert the user (supervisor or

dispatcher) that emergency work has been found, and that there are resources identified that are

available to be assigned. Allow the user to choose an appropriate available resource, or optionally

make the assignments automatically on a scheduled or recurring basis.


Service Address of the work, asset or location

Work zone of the work

Type of craft or crew required for the job

Travel time between locations

External Labor


Craft and skill of the labor persons


Work zone of the crews


Modified labor availability

Calendar breaks


Optimization Value PropositionOptimization Value Proposition

Planner manually creates an optimal schedule

Foreman manually performs assignments for all work orders and tasks

Dispatcher manually adjusts resource schedules affected by new assignments

• Quicker schedule creation

• Greater schedule accuracy and compliance

• Reduction in Services required to supplement resources

Benefits:

Schedule automaticallycreated while factoring in available capacity

“Capacity Planning” and “Resource Leveling”

Resources and/or Crews automatically assigned to schedules

“Resource Assignment” and “Spatial Scheduling”

Incoming work automaticallyassigned to Resources or Crews

“Dynamic Scheduling”

• Major efficiency gain by freeing the Dispatcher from shuffling resource routes to accommodate incoming work

• Optimizes routes to maximize productivity

Current Approach

Streamlines the entire work management process!

• Huge efficiency gains by eliminating routine repetitive assignment action

• Allows Foreman to adjustthe assignments rather than make them

Scheduler 7.5.2


New: Scenario ManagementNew: Scenario Management

38

Schedule

Scenario 1

Scenario 2

Scenario 3

Create scenarios to perform “what if” analysis.

70% labor availability

80% labor availability

80% labor availabilityIgnore Work Order priority

Publish the agreed upon Scenario


33Compare Optimization ScenariosCompare Optimization Scenarios

� Ability to compare different optimization scenarios before publishing the approved set of

scheduled work orders.


New: Compliance DashboardNew: Compliance Dashboard

� Measure labor, Work Order and schedule compliance for any user defined work period

� Compare planned vs unplanned hours

� Visibility into completed Work Orders against total Work Orders planned

� Calculate break-in and break-out Work Orders


Maximo Asset Mgmt7.5.0.5

Maximo Scheduler

7.5.2

Is installed when

Maximo 7.5.0.5

is installed

Enabled by the

Scheduler

license key

Scheduler is an

add-on product

to Maximo

ODME Ships with Scheduler 7.5.2

but Installed only when

optimization is required

Scheduler is part of Maximo Asset ManagementScheduler is part of Maximo Asset Management


Why Maximo Scheduler?Why Maximo Scheduler?

� Lower maintenance costs by gaining operational

efficiencies– Optimization models transform laborious, manual and

time consuming work management tasks into faster,

automated processes with meaningful results

– Quick, easy to perform, and reliable labor

assignments

– Send/receive updates and constantly monitor work

progress

– Respond quickly to emergency situations

� Improve resource utilization– Uncover shortfalls in the resource pool prior to

embarking on critical projects

– Access to dynamic routes, directions, as well as view

of nearby work and co-workers, all on a mobile

device

– Track Crew and Labor location, sequenced

dispatched work, and effectively deal with new

incoming work

� Embedded in Maximo– Manage all your asset classes through a single

product

– No third party product integrations required


Questions

maximo scheduler overview v2 - ibm€¦ · update work status and ... –maximo scheduler provides...

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