Training Plan Guide
This page shows the material within each training section.
| Chapter | Topic | Roles |
|---|---|---|
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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