Training Plan Guide
This page shows the material within each training section.
ALL - Tech 1-3, Crew Lead, SV, SI, Coordinator, Dispatch
Common Terms
Acronoyms and Abbreviaation
Service Addresses, Locations and Assets in Maximo
Work Order Lifecycle
ALL - Tech 1-3 , Crew Lead, SV, SI, Coordinator, Dispatch
Logging in and Navigation
Start Centers and Portlets
Report List and Bulletin Board
Tech 2, Tech 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 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 Attachments
1.7
How to Update/Refresh Your Start Center
1.8
How CSRs get closed
1.9
Incorrect Ways to Update WO/CSRs
1.10
How a Closed CSR will look
Tech 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1 and Tech 2)
2.1
Reverse Parent-Child Relationship in Work Order
2.2
Duplicate Records
2.3
Send Feedback to CSR
2.4
Reassigning Work Order (Flex Field 2)
2.5
Send Feedback to 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
Tech 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1 and 2)
2A.1
Q/A Statuses (TBD)
2A.2
Correcting Actuals (video) (TBD)
Tech 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1 and Tech 2)
3.1
Searching by Work Order Number and Descriptions
3.2
Search, View and Export SBO Work Orders
3.3
Searching and Filtering
Tech 2 and 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1)
Work Order Tab
Related Records Tab
Actuals Tab
Log Tab
Failure Reporting Tab
Specifications Tab
Tech 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1 and 2)
5.1
Accesings Reports in MAXIMO
5.2
Reports List Usage
5.3
Accessing Work Order Data Quality Report
5.4
Exporting to Excel or PDF
Tech 3, Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1 and 2)
6.1
Job Plans Needed Process
6.2
Using a Job Plan on a Work Order
6.3
Job Plan Quick Reference Guide (TBD)
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