📘
Maximo Help Guides
  • TABLE OF CONTENTS
    • Read Only link
  • Introduction to Maximo
    • Common Terms
    • Acronyms & Abbreviations
    • Service Address, Locations and Assets in Maximo
  • Basic Navigation
    • Logging in and navigating to Service Requests
    • Logging in and navigating to Work Orders
    • Start Center and Portlets
      • How to access your Start Center
      • How to update your Start Center
    • Report List and Bulletin Board
  • Work Order Help Guides / Troubleshooting
    • 1. Work Order Completion
      • 1.1 Create New Work Order
      • 1.2 Create New Child Work Order
      • 1.3 Print a work order
      • 1.4 Save Changes and Make Edits
      • 1.5 Create a Parent Work Order
      • 1.6 Upload and View Attachment to Work Order
      • 1.7 How to Update / Refresh your Start Center
      • 1.8 How CSRs get closed / information shared
      • 1.9 Incorrect Ways to Update WO/CSRs
      • 1.10 How a Closed CSR will look
    • 2. Work Order Troubleshooting
      • 2.1 Reverse Parent-Child relationship in a work order
      • 2.2 Duplicate Records
      • 2.3 Send CSR Feedback on a Service Request
      • 2.4 Reassigning Work Order (Flex Field 2)
      • 2.5 Send CSR Feedback on a Work Order
      • 2.6 How to Close Completed Parent Work Orders
      • 2.7 How to Track Newly Screened Work Orders from 311 SRs DM
      • 2.8 Create and Manage Work Orders for CSRs from SBO 311 SRs
      • 2.9 How to relate records
      • 2.10 How to acknowledge a notification or Work Order
      • 2+ Advanced troubleshooting
    • 3. Work Order Searching
      • 3.1 Searching by Work Order Number and Descriptions
      • 3.2 Search, View, and Export SBO Work Orders in Maximo
      • 3.3 Searching and Filtering
    • 4. SBO Work Order Tracking Screen
      • Work Order tab
      • Related Records tab
      • Actuals tab
      • Failure Reporting tab
      • Log tab
      • Plan tab
      • Specifications tab
    • 5. Reports
      • 5.1 Accessing Reports in Maximo
      • 5.2 Report List Usage
      • 5.3 Accessing Work Order Data Quality Report
      • 5.4 Export to Excel or PDF
    • 6. Job Plans
      • 6.1 Job Plans Needed
      • 6.2 Using a Job Plan on a Work Order in Maximo
  • Training Plans
    • Training Plan Guide
    • Career Progression
    • Training Day Preparation
    • Technican 1 Training
    • Technician 2 Training
    • Technician 3 Training
    • Crew Lead Training
    • Supervisor & Superintendent Training
    • Coordinator Training
    • Dispatch Training
  • Maximo and Austin 311
  • Other Resources
    • Maximo Support
  • EZMaxMobile
    • Basic Navigation
    • How to Update Actuals
    • How to Update Other Work Tabs
    • FAQs - Frequently Asked Questions
    • EZMaxMobile Training Guide
  • Standard Operating Procedures
  • Emergency & Storm Events
  • SBO WORK GROUPS
    • District Maintenance
    • Pavement Operations
    • Utilities and Structures
      • Concrete Repair CRC
      • UER
      • Bridges BRC
    • Office of the City Engineer
    • Urban Forestry
Powered by GitBook
On this page

Basic Navigation

This page is a guide of the basic navigation components of Maximo handling.

PreviousService Address, Locations and Assets in MaximoNextLogging in and navigating to Service Requests

Last updated 4 months ago

Maximo Resources SharePoint

TABLE OF CONTENTS

  • Logging In

    • Navigating to Service Request

    • Navigating to Work Orders

  • Start Center and Portlets

    • Navigation iconology

  • Report List and Bulletin Board

Notice difference between Service Requests and Work Orders

Service Requests - initiated by Citizens and submitted through 311.

Work Orders - service requests needs assigned to Work Group

🚨