Training Plan Guide

This page shows the material within each training section.

Chapter	Topic	Roles
Intro	Introduction to Maximo	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
Basic Nav	Basic Navigation	ALL - Tech 1-3 , Crew Lead, SV, SI, Coordinator, Dispatch
	Logging in and Navigation
	Start Centers and Portlets
	Report List and Bulletin Board
	Work Order Completion	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
2	Work Order Troubleshooting	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
2A	Advanced Troubleshooting	Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1, 2 and 3)
2A.1	Q/A Statuses (TBD)
2A.2	Correcting Actuals (video) (TBD)
3	Work Order Searching	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
4	SBO Work Order Tracking Screen	Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1, 2 and 3)
	Work Order Tab
	Related Records Tab
	Actuals Tab
	Log Tab
	Failure Reporting Tab
	Specifications Tab
5	Reports	Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1, 2 and 3)
5.1	Accesings Reports in MAXIMO
5.2	Reports List Usage
5.3	Accessing Work Order Data Quality Report
6	Job Plans	Crew Lead, SV, SI, Coordinator, Dispatch (excludes Tech 1, 2 and 3)
6.1	Job Plans Needed Process
6.2	Using a Job Plan on a Work Order
6.3	Job Plan Quick Reference Guide (TBD)

Tech 1 Training Guide

Tech 2 Training Guide

Tech 3 Training Guide

Crew Lead Training Guide

Supervisor Training Guide

Superintendent Training Guide

Coordinator Training Guide

Dispatch Training Guide