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Hello everyone,
I'm wondering if any of you have some escalation examples? I looking to create some escalations to inform the requestor that their workorder has been in a certain status for more then 30,60 and 90 days.
I'm still learning on this side and would like to see how some of ya have done something like this.
Maximo 6.2.1
Weblogic
SQL Server 2005
thx,
mrggutz
Its actually fairly simple..
First you must create a communication template.. This is the email that the
user will receive once the escalation point has been reached..
Communication Template:
Template number = Whatever you set it too
Applies To = The table and in your case would be Workorder
Accessible from = ALL
Comm Lof Entry checked if you wish
Send From is usually your maxadmin email or whatever you have setup for
user to reply too it they have issues..
Subject of email and body of email and then save the template and change
status to active..
--------------------------------
Now you can create your escalation...
Applies to = workorder
Condition could look like the below, all depends on you process for a
workorder moving through statuses...etc...
((woclass = 'WORKORDER' or woclass = 'ACTIVITY') and historyflag = 0 and
istask = 0) and siteid in (select defsite from maxuser where userid
= :USER ) and (reportdate > (getdate()-30)) and actstart is null and
worktype = 'CM' and status != 'CAN'
Always be sure to test your script via a sql builder to make sure it is
pulling the correct data..
Set your Schedule - you might want the escaltionn to fire every few minutes
or once a day.. So that is your choice..
Escalation Points = Create a new one and enter just the escalation number
as 1 and save.. Nothing more is needed at this point..
The last step would be adding the communication template to the
escalation.. you will do this under the notifications section, simply
select new row and add the template you created, Role/Recipient will be who
you want the email to be sent to once the escaltion fires.. You can use the
out of the box roles.. Again this is going to be based on your business
process.. In my case i would select the supervisor as the Role, and when
the escaltion fires with true values it would email the supervisor of the
workorder..
This is a quick run down and if you run into any issues please feel free to
email me.. If i missed something anyone please feel free to chime in..
Shannon Sutton
CMMS Specialist
EMCOR Government Services
Office: 571-403-8940
Cell: 571-970-7965
From: "George" <ggutierrez@pasadenarefining.com>
To: MAXIMO@yahoogroups.com
Date: 06/05/2012 06:33 PM
Subject: [MAXIMO List] Escalations
Sent by: MAXIMO@yahoogroups.com
Hello everyone,
I'm wondering if any of you have some escalation examples? I looking to
create some escalations to inform the requestor that their workorder has
been in a certain status for more then 30,60 and 90 days.
I'm still learning on this side and would like to see how some of ya have
done something like this.
Maximo 6.2.1
Weblogic
SQL Server 2005
thx,
mrggutz
This message is for the named person's use only. It may contain confidential,
proprietary or legally privileged information. No confidentiality or privilege
is waived or lost by any mistransmission. If you receive this message in error,
please immediately delete it and all copies of it from your system, destroy any
hard copies of it and notify the sender. You must not, directly or indirectly,
use, disclose, distribute, print, or copy any part of this message if you are
not the intended recipient.
Thanks Shannon I'm in the process of following your instructions.
I'll let you know the outcome.
thanks again.
Thank You,
George Gutierrez Jr.
Maximo Administration
Pasadena Refining Systems
713.920.3908 Direct
832.473.5330 Cell
U1O2 - Chave
From: Shannon Sutton <ssutton@emcor.net>
To: MAXIMO@yahoogroups.com
Date: 06/06/2012 07:04 AM
Subject: Re: [MAXIMO List] Escalations
Sent by: MAXIMO@yahoogroups.com
Its actually fairly simple..
First you must create a communication template.. This is the email that the
user will receive once the escalation point has been reached..
Communication Template:
Template number = Whatever you set it too
Applies To = The table and in your case would be Workorder
Accessible from = ALL
Comm Lof Entry checked if you wish
Send From is usually your maxadmin email or whatever you have setup for
user to reply too it they have issues..
Subject of email and body of email and then save the template and change
status to active..
--------------------------------
Now you can create your escalation...
Applies to = workorder
Condition could look like the below, all depends on you process for a
workorder moving through statuses...etc...
((woclass = 'WORKORDER' or woclass = 'ACTIVITY') and historyflag = 0 and
istask = 0) and siteid in (select defsite from maxuser where userid
= :USER ) and (reportdate > (getdate()-30)) and actstart is null and
worktype = 'CM' and status != 'CAN'
Always be sure to test your script via a sql builder to make sure it is
pulling the correct data..
Set your Schedule - you might want the escaltionn to fire every few minutes
or once a day.. So that is your choice..
Escalation Points = Create a new one and enter just the escalation number
as 1 and save.. Nothing more is needed at this point..
The last step would be adding the communication template to the
escalation.. you will do this under the notifications section, simply
select new row and add the template you created, Role/Recipient will be who
you want the email to be sent to once the escaltion fires.. You can use the
out of the box roles.. Again this is going to be based on your business
process.. In my case i would select the supervisor as the Role, and when
the escaltion fires with true values it would email the supervisor of the
workorder..
This is a quick run down and if you run into any issues please feel free to
email me.. If i missed something anyone please feel free to chime in..
Shannon Sutton
CMMS Specialist
EMCOR Government Services
Office: 571-403-8940
Cell: 571-970-7965
From: "George" <ggutierrez@pasadenarefining.com>
To: MAXIMO@yahoogroups.com
Date: 06/05/2012 06:33 PM
Subject: [MAXIMO List] Escalations
Sent by: MAXIMO@yahoogroups.com
Hello everyone,
I'm wondering if any of you have some escalation examples? I looking to
create some escalations to inform the requestor that their workorder has
been in a certain status for more then 30,60 and 90 days.
I'm still learning on this side and would like to see how some of ya have
done something like this.
Maximo 6.2.1
Weblogic
SQL Server 2005
thx,
mrggutz
This message is for the named person's use only. It may contain
confidential,
proprietary or legally privileged information. No confidentiality or
privilege
is waived or lost by any mistransmission. If you receive this message in
error,
please immediately delete it and all copies of it from your system, destroy
any
hard copies of it and notify the sender. You must not, directly or
indirectly,
use, disclose, distribute, print, or copy any part of this message if you
are
not the intended recipient.