TRACK I:
Introduction

• Logging On
• User Name & Password
• Select a Language
• Browser Menus & Icons
• Menus & toolbars
• Maximo Navigation Bar
• Bulletins
• Go To
• Reports
• Start Centre
• Profile
• Sign Out
• Return
• Return with Value
• Help
• Start Centre Components/Overview
• Bulletin Board
• Favorite Applications
• Inbox/Assignments
• KPI Graph
• KPI List
• Quick Insert
• Result Set
• Personalising portlets
• Opening Applications
• Managing Multiple Start Centres

TRACK II:
Asset Management

• Location and System hierarchy

• Location Hierarchy Overview

• Using Locations

• Entering Locations

• Entering Assets

• Lifecycle of Assets

• Asset Application

• Asset Sub-assemblies

• Associating Spare parts

• Rotating assets

• Non Rotating assets

• Associating Assets and people

• Move or Modify assets

TRACK III:
Extracting & Using Data

• The List Tab
• Execute a Query
• Use Find
• Create a New Record
• Select records
• Using the Search Toolbar
• Advanced Search
• Saved Query
• Bookmarks
• Basic Searches
• Using Saved Queries
• Saving a Query
• Managing Saved Queries
• Using the Find Field
• Refining Search results
• Special Characters
• Wildcard Characters
• Searching for NULL Values
• Using Advanced Search
• Using the WHERE Clause
• Bookmarks

TRACK IV:
Finance Manager

• Invoice Matching

• Definitions

• Invoice Application

• Invoice Types

• Invoice Statuses

• Approving Invoices

• GL Accounts

• Creating GL Account Components

• Transaction Process

• Tracking

• Financial Periods

• Creating Financial periods

• Companies

• Creating a Company or Vendor

• Adding to an Organisation

• Currency Codes & Exchange Rates

• Create a Currency Code

• Exchange Rate rules and logic

TRACK V:
Inventory Management

• Inventory Overview

• Tracking Material

• Relationships to other applications

• Inventory & PM’s

• Just in Time

• Safety Stock

• Reorder Values

• Setting Up Inventories and Item

• Store rooms
• Item Master

• Creating an Item record

• Commodity Codes

• Add items to Store rooms

• Add Vendors to Items

• Issues & transfers

• Reserved Items

• Returning items

• Transferring Items

• Stock Checking

• Item Availability

• Transactions

• Adjustments

• Balances

• Receiving Goods & services

• Re Ordering

• Rotating items

TRACK VI:
Purchasing Management

• Purchasing Overview

• Materials management

• Definitions

• Requisitions

• Purchase Requisition Application

• PR Lines

• PR status

• Purchase Order

• Create a PO

• PO Lines

• Create a PO from a PR

• Create a Change Order

• Complete a Receive

• Contract & Blanket Order

• Master Contract

• Create an Associated Contract

• Authorise sites for a Contract

• Blanket Agreements

TRACK VII:
Reporting & Analysis

• KPI,s
• Create KPI,s
• Add KPI,s to Start Centres
• Using KPI Manager
• Reports
• Accessing Reports
• Navigation
• Toolbar
• Report Administration
• Maintain Reports

TRACK VIII:
Work Flow

• Work Order Overview

• Work Order Cycle

• Work requests

• Raising a Work request

• Approving a Work request

• PM Work Orders

• Generate Work Orders

• Time Based Work Orders

• Meter Based Work orders

• Condition Monitoring

• Routes

• Applying Routes

TRACK IX:
Work Management

• Work Order Overview

• Work Order Cycle

• Work requests

• Raising a Work request

• Approving a Work request

• PM Work Orders

• Generate Work Orders

• Time Based Work Orders

• Meter Based Work orders

• Condition Monitoring

• Routes