Maximo training presentation. Basic Maximo UI navigation concepts.

1. IBM Maximo Asset Management Training
Getting Started
© 2014 IBM Corporation
Bruno Portaluri
Maximo Technical Solution Architect
Last Update: 2014-11-12

2. Signing in to Maximo
2 © 2014 IBM Corporation

3. Start Center
3 © 2014 IBM Corporation

4. Maximo Start Center
• A Start Center consists of two columns, one narrow and one wide. Each column
can be configured to display one or more portlets, which display data, links, or
reports that are available to you.
• Depending on the ID used to log in, the applications that display in the Quick
Inserts and Favorite Application sections of the Start Center will vary.
• Available portlets
• Quick Insert portlet displays a list of links that launch specific applications directly into
creating a new record such as the Create a Change record.
• Favorite Applications portlet displays links that launch specific applications. The List screen
displays where you can review a list of records or search for specific records.
• KPI Graph portlet displays one or more Key Performance Indicator (KPI) graphs.
• KPI List portlet which displays a list of links to one or more KPI records in the KPI Manager
application.
• Result Set portlet displays the results from a saved query.
• Bulletin Board portlet displays messages broadcasted by the Maximo administrator.
• Inbox/Assignments portlet displays workflow tasks assigned to the current user.
4 © 2014 IBM Corporation

5. Start Center - Configurable portlets
5 © 2014 IBM Corporation

6. Navigation Bar
Bulletins
Displays the Bullettin
Board to view
broadcast messages
Go To Menu
Displays the list of modules
and applications available
to the current user
Help
Displays the help
Sign Out
Logs out the
current user
Start Center
Returns to the home page
Reports
Allows to
generate reports
Profile
Allows to manage user
information such as language,
site, time zone, etc.
Title
Displays the current logged
user or the current
application name
6 © 2014 IBM Corporation

7. Opening an Application
Go To Menu
All applications available to
the current user are diplayed
Favorite Applications
List of most used applications
are listed here
Quick Insert
Directly create a new record
7 © 2014 IBM Corporation

8. Application Elements
Toolbar
Tabs
Adv. Search
Search fields
Table
8 © 2014 IBM Corporation

9. Toolbar
Saved Queries Quick Find Adv. Search Action Menu Buttons
9 © 2014 IBM Corporation

10. Toolbar Buttons
Insert new record Save Clear changes
Previuos
record
Next record
Change status
Additional buttons are displayed depending on the
selected application and user authorizations
10 © 2014 IBM Corporation

11. Table Buttons
Table Filter
Opens the filter
fileds row
Find
Filters the table based
on the filter fields
Refresh
Forces the reload
of the records
Previous/Next Page
Records Count
Previous/Next Row
Record ID
Opens the record
details page
Use ‘=‘ for exact matching
Download
Downloads table as an
Excel worksheet
Filter Fields
Sort
Click on a column
header to sort
11 © 2014 IBM Corporation

12. Record Details
Record ID Description Long Description Attachments
Application Tabs
Additional Details
12 © 2014 IBM Corporation

13. Attachments
When selecting view attachments from one record you can
access documents attached to all related records
13 © 2014 IBM Corporation

14. Reports
Run Report action is
available in every
application to lauch
reports
A report list displays
the list of available
reports
The Request Page
allows to run the
report or schedule it
14 © 2014 IBM Corporation

15. Various Tips
• ALT+F1 displays help on any field
• Never use the browser Back button
• Tab key perform validations
• When you do not understand how to do something,
take a look at ‘Select Action’ menu
15 © 2014 IBM Corporation

16. 16 © 2014 IBM Corporation