Workflow Using Maximo 6 for IT

Course Description

Workflow Using Maximo 6 for Enterprise Asset Management (EAM) provides robust functionality that allows you to automate your work processes related to any application and record type. Get solid, general concepts that will enable you to work toward developing your own processes with hands-on use of all related development and security applications. If your workflow processes are developed by consultants, the course brings you to a level of competency to work with those consultants to obtain the optimal value from the product.

Who Will Benefit From This Course

This is an intermediate course for:

• Workflow implementation team members
• Workflow managers for Service Desk or IT Asset Management operations
• Those evaluating Maximo Workflow for use in their organizations
• IBM Maximo administrators

Prerequisites

You should complete:

• Service Desk Management Using Maximo 6 (for IT) and
• System Administration for Maximo 6 or
• Course Immersion Training in Maximo 6 (for IT)

Skills Taught

After completing this course, you should be able to:

• List the benefits of using Workflow to automate the business process for service requests, work orders, purchase requisitions, and purchase orders
• Create a new Workflow process by adding nodes and using the Workflow Designer application to connect them
• Use security functionality to create data needed for assignments, notifications, and application access
• Develop escalations to reassign tasks and to auto-initiate Workflow processes
• Configure additional information and records to be used with Workflow processes, such as notifications, roles, and actions
• Start a Workflow process on a work order and on a service request
• View in-progress workflows
• Use the Workflow Inbox to access and perform task assignments
• Reassign tasks when a user cannot perform his or her assignment
• Stop processes and reassign tasks using the Workflow Administration application
• Import and export Workflow processes through the Maximo Enterprise Adapter (MEA)

Course Outline

• Process analysis
• Implementing Maximo Workflow
• Creating and validating workflows in IBM Maximo
• Implementing the process
• Using the Maximo Inbox area
• Setting up Maximo security
• Developing records used in conjunction with Workflow processes