EDI SuiteReq

Improve Data On-Boarding when creating Maximo^® Requests

When maintenance staff receives requests for work or to add new assets and items, considerable effort is wasted because the data that’s collected can be incomplete, non-standard, or duplicated. Maintenance Planners end up spending too much time in back-and-forth dialog with End Users to clarify or correct misinformation and even eliminate redundant requests. Likewise, Maximo^® Administrators waste time clarifying and validating the details about on-boarding new assets or items, particularly in certain industries where the asset on-boarding process typically involves multiple departments like Validation, Calibration, Engineering, System Owners, etc.

These challenges can have a negative affect in reducing fix times and completing accurate failure analysis, thus driving up costs and the number of unhappy end users. End Users in a Maximo^® environment need an effective solution that creates Maximo^® Work Orders, Assets, and Items with accurate, standard, and validated information.

EDI SuiteReq has been developed to solve these problems. A J2EE, web-based tool that asks the End Users the right questions utilizing customer-specific drop-down lists and limiting fields that are not relevant. The wizard-driven format guides End Users through a series of screens presenting the right categories and classifications to ensure data quality while leveraging electronic workflow in Maximo^® to improve process efficiency.

Online Work Requests

EDI SuiteReq promotes the capture of more thorough information based on the first End User selection of the Work Category. The End User is warned if the entry that’s created is a duplicate and it allows them to manager their own list of requests in “My Requests.” Once all of the pertinent information is collected, EDI SuiteReq forwards the request to a Maximo^® User who then creates and approves a Work Order directly in Maximo.

When Work Orders are created in Maximo, it’s critical that the naming conventions, groups, formatting, and content are standardized. By appropriately recording this information, you can analyze various statistics through Maximo^® regarding your maintenance processes including service times, part inventories, work scheduling, etc. based on standardized failure codes. Accurate information and standardized failure codes can help you achieve true maintenance best practices to drive down costs and improve efficiencies.

Online Asset Requests

EDI SuiteReq promotes the capture of more thorough information in the same way as collecting the information for Work Requests, with the exception that the tool gathers standardized information based on the selection of the Asset Classification. EDI SuiteReq forwards the request for a new Asset to a Maximo^® User who then follows the Workflow to approve and create the operational Asset record directly in Maximo. The Electronic Workflow assists with Set Up and Preparation Activities. Preventative Maintenance, Contract, and Installation information can also be recorded for the Asset which accelerates life cycle planning

When new Assets are created in Maximo^®, it’s critical that the naming conventions, hierarchies, groups, formatting, and content are standardized. This allows customers to capture costs properly, efficiently find the Asset in Maximo^® when creating Work Orders, and associate the right failure codes all of which improve efficiencies and reduce costs

Online Item Requests

In addition, EDI SuiteReq promotes the capture of more thorough information for new Items based on the selection of the Item Classification. The End User can filter out duplicate entries and has the ability to define suggested stock and reorder information. Once all pertinent information is collected, EDI SuiteReq then forwards the Item request to a Maximo^® User who can proceed to create and approve the new Item directly in Maximo^®.

Online Admin

EDI SuiteReq has administration functionality to help record accurate information and the overall management of the tool. Online Admin allows you to grow the quantity and quality of the information collected as your implementation matures helping you to improve maintenance best practices. Exclusive features include:

• Categories – to create, edit and remove categories
• Questions – to create, edit and remove questions
• Answers – to create, edit and remove answers
• Answer types – to create, edit and remove answer types
• Hover Help – to create, edit and remove field hover help
• Users – to edit user permissions and passwords
• Tabs – to edit tab names
• Variables – to edit system-level variables
• Flush Cached Data – forces immediate flushing of cached data including categories and hover help information

Conclusion

EDI SuiteReq helps you improve the on-boarding of Work Order, Asset, and Item information in Maximo^®. Use EDI SuiteReq to help:

• Save time by reducing back and forth dialogs with End Users to resolve incomplete or inaccurate data
• Improve efficiency by reducing duplicate requests
• Save time by accepting requests through a single, robust source
• Save time by doing failure analysis or problem determination to clean data
• Improve End User satisfaction by allowing a simplified self-service process and by reducing fix times

For more information on how EDI SuiteReq can help you on-board data or to schedule a demonstration, please contact EDI at (727) 299-9304 or info@edatai.com.