Use case: - Management of all actions raised from standard actions in one place. -Standard Action - Maximo Oil and Gas and HSE Manager applications consume these Standard Actions which are assigned and can be completed from the individual application. A user may have actions to manage in multiple applications. The Operational Actions application brings all these actions together in a single view for ease of management.

1. Maximo Oil and
Gas 7.6.1
Maximo HSE
Manager 7.6.1
Application
Overview
Operational
Actions

2. Operational Actions
Use case:
1.Management of all actions raised from
standard actions in one place.
2.There are two types of Standard Action
1.Basic Standard Actions used for
checklists.
2.Review Actions used for question and
answer style application. These Review
Actions may have associated Review
Items.
3.Maximo Oil and Gas and HSE Manager
applications consume these Standard
Actions which are assigned and can be
completed from the individual application.
2

3. Process flow
3

4. Operational Actions
4
Icon takes the
user direct to the
originating record
if required
Icon takes the
user direct to the
originating record
if required
Icon indicates that
Review Items are
present
Icon indicates that
Review Items are
present
Mark the action as
completed in this
column. This
action respects
the edit rules from
the originating
application
Mark the action as
completed in this
column. This
action respects
the edit rules from
the originating
application
Status of
originating
application
Status of
originating
application

5. Operational Actions
– Available Queries
5
Left hand nav bar
lists available queries
Left hand nav bar
lists available queries

6. Operational Action
Details
6
Icon indicates
Review Items
present
Icon indicates
Review Items
present

7. Example of
application with
operational actions, in
this case
Certifications Review
Actions
7
Go To Operational
Actions button is
on each screen
where Standard
Actions are used
Go To Operational
Actions button is
on each screen
where Standard
Actions are used
Icon identifies
that the Review
Action has Review
Items
Icon identifies
that the Review
Action has Review
Items

8. Start Center with
Operational Actions This is a result set
created to present
Operational Actions
owned by the logged
in user
This is a result set
created to present
Operational Actions
owned by the logged
in user

9. Standard Actions
supported by
Operational Actions
•Review Actions
• Permit to Work Hazard Review
• Risk Assessment Hazard Review
• Work Order Tracking Review Actions
• MOC Pre Start Safety Review
• Bypass Management Hazard Review
• Certifications Review Actions
• Investigations Review Actions
• Locations Review Actions
• Assets Review Actions
9

10. Standard Actions
supported by
Operational Actions
Checklist Actions
 Permit to Work Checklist
 Permit to Work Emergency Actions
 Permit to Work Toolbox Talk Hazard Checklist
 MOC Pre Start Actions
 MOC Post Start Actions
 MOC Closure Actions
 Work Order Preparation Activity Actions
 Certifications Checklist
 Risk Assessment Checklist
 Action Tracking Safety Meeting Actions
 Bypass Management Checklist
10

11. Action Tracking
Use cases
1.General purpose action tracking linked
to multiple Maximo applications
2.Manage a compliance action that requires
formal tracking to completion
3.Manage campaigns of actions on similar
equipment
4.Track and manage safety bulletins
5.Safety meetings
11

12. Process flow
12

13. Notes on process
1. Three main routes through process:
 Simple action
 Simple action with single Work Package
row
 Action with multiple Work Package rows
2. Simple action will not require creation
of a work package
 Context on action main tab is consider
sufficient to define action
 Reviewers can be set up without
populating work package
 Create a single work package row if
asset/location need to be identified
rather than referenced in originating
record
3. With Work Packages Work Orders can
optionally be created to drive
implementation of an action.
13

14. List View
14

15. Action tab
15
Prevents editing of Work
Package when Agreed By
field is completed
Prevents editing of Work
Package when Agreed By
field is completed

16. Work Package tab
16
Status summary for
Work Orders generated
from the Action
Status summary for
Work Orders generated
from the Action

17. Work Package
Detail
17
Work Order generated
for the Asset
Work Order generated
for the Asset

18. Safety Bulletin
tab
18
Message ID and
description if Maximo
Bulletin Board is used
Message ID and
description if Maximo
Bulletin Board is used
Additional Details
separate from the
Bulletin Board
Additional Details
separate from the
Bulletin Board
Reference information
on the source and type
of bulletin.
Reference information
on the source and type
of bulletin.

19. Safety Meeting tab
19
The Long Description
field can be used to
provide a summary of
the meeting and actions
The Long Description
field can be used to
provide a summary of
the meeting and actions
Actions can also be used
using Standard Actions.
Note the action needs to
be repeatable
Actions can also be used
using Standard Actions.
Note the action needs to
be repeatable

20. Review tab
20
Use to create and track
formal reviews of the
action.
Use to create and track
formal reviews of the
action.

21. Review tab -
Details
21

22. Related Records
tab
22
Originating
Investigation
Originating
Investigation

23. Log tab
23
Log entries copied
over from originating
investigation
Log entries copied
over from originating
investigation
Work Log entry
on Action
Tracking
Work Log entry
on Action
Tracking

24. Action Tracking
statuses
Waiting for Approval
Approved
In Progress
Waiting on Material
Waiting on Plant Condition
Waiting to be Scheduled
Completed
Cancelled
Close
24

25. Action – Workflow
and SLAs
25
Workflow
SLAs

26. Action – Create and
View
26
Create
Communications
View Action
History

27. Action – Generate
Work
27

28. Action – Display
Action Hierarchy
28

29. Action Create Work
Package on List
View
29