IBM SC23-8765-00 User Manual

IBM Maximo for Government

Release 6.1

Maximo User’s Guide Addendum

SC23-8765-00

Note

Before using this information and the product it supports, read the information in “Notices” on page 61.

This edition applies to version 6, release 1 of IBM Maximo for Government and to all subsequent releases and modifications until otherwise indicated in new editions.

US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

About This Publication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Intended Audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

Related Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii

IBM Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii

Chapter 1: Government Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 2: Administration Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Organizations (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Organizations (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Property Transaction Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

UII Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Government Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 3: Assets Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Assets (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Assets (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Add Property Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Capture UIIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Assign / Mark UIIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Locations (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Locations (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Chapter 4: Contracts Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Government Contracts (Gv) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Contract Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Properties Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Contract Lines Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Terms and Conditions Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Property Summary Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Property Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Government Contracts (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Capture UIIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Assign / Mark UIIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Chapter 5: Inventory Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Inventory (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Inventory Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Property Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Inventory (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Add Property Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Item Master (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Item Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Property Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Item Master (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Issues and Transfers (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Issue Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Transfer Out Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Transfer In Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Issues and Transfers (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Storerooms (Gv) Application. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Storerooms (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Chapter 6: Personal Property (Gv) Module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Personal Property (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Personal Property (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Capture UIIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Assign / Mark UIIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Minus Property Transaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Create Property Transaction Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

View Property Transaction Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Edit Property Transaction Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Run Property Transaction Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Chapter 7: Purchasing Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

Companies (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Company Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Property Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

iv IBM Maximo for Government: Maximo User’s Guide Addendum

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Companies (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Receiving (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Receiving Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Capture UIIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Assign / Mark UIIs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 8: Resources Module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

People (Gv) Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Tabs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

People (Gv) Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Create Property Transactions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

View Property History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Create Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

View Property Upload Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Chapter 9: Government Database Tables and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Contents v

vi IBM Maximo for Government: Maximo User’s Guide Addendum

About This Publication

This section explains how this guide can help you to use IBM® Maximo® for Government (Government). It also provides information about other IBM Corporation resources available to you, such as additional documentation and support.

Intended Audience

This addendum to the IBM Maximo User’s Guide is for people who use Maximo for Government. This solution extends certain existing Maximo applications and also provides new Maximo applications designed specifically for Government customers.

Related Information

For more information about IBM Maximo for Government, refer to the following documentation:

Document Description

IBM Maximo for Government Installation Guide

IBM Maximo Finance Manager’s Guide Describes how IBM Maximo

IBM Maximo Installation Guide Describes how to install and

IBM Maximo Multisite Administrator’s Guide

IBM Maximo Online Help Provides step-by-step procedures for

Describes how to install IBM Maximo for Government.

completes financial transactions and how to set up general ledger accounts.

configure the following software:

! Application server ! IBM Maximo

! Actuate

Describes how to configure IBM Maximo for a Multisite implementation.

IBM Maximo applications.

IBM Support

Document Description

IBM Maximo Reconciliation Module Implementation Guide

IBM Maximo Report Administration and Development Guide

IBM Maximo System Administrator’s Guide

IBM Maximo User’s Guide Provides an overview of the IBM

IBM Maximo Workflow Implementation Guide

Describes how to use the IBM Maximo Reconciliation module to reconcile the two types of information that IBM Maximo maintains about information technology (IT) assets:

! IT asset data ! Deployed asset data

Describes how to use Actuate to design and administer IBM Maximo reports.

Describes database configuration, security, and other administrative level applications and tasks.

Maximo end-user applications. It also describes how the IBM Maximo applications interact with each other.

Provides information about how to use IBM Maximo to plan, design, build, test, implement, and manage Workflow processes.

IBM Support

IBM Maximo Enterprise Adapter System Administrator's Guide

IBM Software Support provides assistance with product defects.

Before contacting IBM Software Support, your company must have an active IBM software maintenance contract, and you must be authorized to submit problems to IBM. For information about the types of maintenance contracts available, see "Enhanced Support," in the Software Support Handbook at

techsupport.services.ibm.com/guides/services.html

Complete the following steps to contact IBM Software Support with a problem:

Describes how to configure and use the IBM Maximo Enterprise Adapter.

1 Define the problem, gather background information, and determine the

severity of the problem. For help, see "Contacting IBM" in the Software Support Handbook at techsupport.services.ibm.com/guides/beforecontacting.html

2 Gather diagnostic information.

3 Submit your problem to IBM Software Support in one of the following ways:

viii

a Online: Click the Report problems tab on the IBM Software Support site:

www.ibm.com/software/support/probsub.html

IBM Maximo for Government: Maximo User’s Guide Addendum

IBM Support

b By telephone: For the telephone number to call in your country, go to the

Contacts page of the Software Support Handbook:

techsupport.services.ibm.com/guides/contacts.html

If the problem you submit is for a software defect or for missing or inaccurate documentation, IBM Support creates an Authorized Program Analysis Report (APAR). The APAR describes the problem in detail. Whenever possible, IBM Support provides a workaround that you can implement until the APAR is resolved and a fix is delivered. IBM publishes resolved APARs on the IBM Support web site daily, so that other users who experience the same problem can benefit from the same resolution.

About This Publication ix

IBM Support

IBM Maximo for Government: Maximo User’s Guide Addendum

Government Features

IBM Maximo for Government is a Federal Acquisition Regulation (FAR) compliant system that can manage government-furnished property in the hands of contractors for the support of Department of Defense and NASA contracts.

IBM Maximo for Government contains two new applications that are designed specifically for the management of government property. Ten additional enhanced, or “cloned,” Maximo applications include Government-specific tabs, fields, and actions. The unmodified, standard version of these applications remains in the product.

Other features of Maximo for Government include:

! Ability to perform property transactions

! Ability to create UID reports

! Creation of batch upload files

! Custody transfers

! Total asset visibility, including property classification and DD1662-style

summaries

! Management of unique item identifiers

The following table provides a brief overview of the Government-specific functions that you can perform in the new and cloned applications.

Government-specific Functions

Application Government-specific Functions

Organizations (Gv)

! Define the property transactions and related external systems that an

enterprise will use to administer government contracts.

! Define Unique Item Identifier (UII) templates to use to capture and

assign UIIs.

! Specify criteria that determines whether a UII is required.

! Specify format of contract line numbers.

Application Government-specific Functions

Assets (Gv) ! Associate an asset with a government agency owner and contract.

! Create property transactions for an asset.

! Display the property history of an asset.

! Capture, assign, and mark UII information for an asset.

! Create and view property upload files.

Locations (Gv)

Government Contracts (Gv)

Inventory (Gv)

! Display property balances for a location.

! Create property transactions for a location.

! Display the property history of a location.

! Create and view property upload files.

! Manage prime contracts and subcontracts.

! Track government contract attributes.

! Create property transactions for a contract.

! Display the property history of a contract.

! Summarize personal property by property class.

! Capture, assign, and mark UII information for an asset.

! Create and view property upload files.

! Associate an inventory record with a government agency owner and

contract.

! Display property balances for an item and storeroom.

! Create property transactions for an item and storeroom.

! Display the property history of an item and storeroom.

! Create and view property upload files.

Item Master (Gv)

! Display property balances for an item.

! Create property transactions for an item.

! Display the property history of an item.

! Create and view property upload files.

2 IBM Maximo for Government: Maximo User’s Guide Addendum

Application Government-specific Functions

Issues and Transfers (Gv)

Storerooms (Gv)

Personal Property (Gv)

! Associate the issue or transfer of property with a government agency

owner and contract.

! Display property balances for a storeroom.

! Create property transactions for a storeroom.

! Display the property history of a storeroom.

! Create and view property upload files.

! Display the current ownership, custodian, location, and status of

property.

! Create personal property transactions.

! Display the history of personal property transactions.

! Capture, assign, and mark UII information for an asset.

! Create and view property upload files.

! Create, view, edit, and run UID reports.

Companies (Gv)

Receiving (Gv)

People (Gv)

! Reverse (minus) existing property transactions.

! Associate a government contract qualified company or a government

agency with a government prime or sub contract.

! Display property balances for a contractor.

! Create property transactions for a contractor.

! Display the property history of a contractor.

! Create and view property upload files.

! Associate property receipts with a government agency owner and

contract.

! Capture, assign, and mark UII information for an asset.

! Display property balances for a custodian or user.

! Create property transactions for a custodian or user.

! Display the property history of a custodian or user.

! Create and view property upload files

The remaining chapters of this guide explain where you perform these activities.

Government Features 3

4 IBM Maximo for Government: Maximo User’s Guide Addendum

Administration Module

The Administration module has one cloned application. This chapter provides an overview of new actions in that application.

For more information about the application, see the help for the application. For more information about standard Maximo applications, see the IBM Maximo

User’s Guide.

The Administration module contains the following Government-specific application:

Government Application in the Administration Module

Application Government-specific Functions

Organizations (Gv)

! Define the property transactions and related external systems that an

enterprise will use to administer government contracts.

! Define Unique Item Identifier (UII) templates to use to capture and

assign UIIs.

! Specify criteria to determine whether a UII is required.

! Specify format of contract line numbers.

Organizations (Gv) Application

You use the Organizations (Gv) application to set up organizations and sites for use with Maximo.

Tabs

The Organizations (Gv) application has no Government-specific tabs.

Organizations (Gv) Actions

The Organizations (Gv) application has the following Government-specific actions:

! Property Transaction Definitions ! UII Templates ! Government Defaults

Organizations (Gv) Application

To access these actions, select Government Options from the Select Action menu. For more information about these actions, see the Organizations (Gv) help.

Property Transaction Definitions

You use the Property Transaction Definitions action to define the property transactions and external systems that an enterprise will use to administer government contracts.

Property Transaction Definitions Dialog Box

UII Templates

You use the UII Templates action to define Unique Item Identifier (UII) templates to use to capture and assign UIIs.

UII Templates Dialog Box

IBM Maximo for Government: Maximo User’s Guide Addendum

Government Defaults

Organizations (Gv) Application

You use the Government Defaults action to specify criteria to determine whether a UII is required and specify the format of contract line numbers.

Government Defaults Dialog Box

Administration Module 7

Organizations (Gv) Application

IBM Maximo for Government: Maximo User’s Guide Addendum

Assets Module

The Assets module has two cloned applications. This chapter provides an overview of new tabs and actions in those applications.

For more information about these applications, see the help for the applications. For more information about standard Maximo applications, see the IBM Maximo

User’s Guide.

The Assets module contains the following Government-specific applications:

Government Applications in the Assets Module

Application Government-specific Functions

Assets (Gv)

Locations (Gv)

! Associate an asset with a government agency owner and contract.

! Create property transactions for an asset.

! Display the property history of an asset.

! Capture, assign, and mark UII information for an asset.

! Create and view property upload files.

! Display property balances for a location.

! Create property transactions for a location.

! Display the property history of a location.

! Create and view property upload files.

Assets (Gv) Application

You use the Assets (Gv) application to create and store asset numbers and corresponding information, such as parent, location, vendor, up/down status, and maintenance costs for each asset. The Assets (Gv) application lets you create property records for assets that you want to associate with government contracts. You can capture and assign Unique Item Identifier (UII) information and indicate that assets require UII marks.

Assets (Gv) Application

Tabs

Property Tab

The Assets (Gv) application has the following new tab:

! Property

You use the Property tab to display property records associated with an asset.

For information about a field, place the cursor in the field and press Alt+F1.

Assets (Gv) Actions

The Assets (Gv) application has the following Government-specific actions:

! Add Property Record ! Capture UIIs ! Assign / Mark UIIs ! Create Property Transactions ! View Property History ! Create Property Upload Files ! View Property Upload Files

For more information about these actions, see the Assets (Gv) help.

Add Property Record

You use the Add Property Record action to associate an asset with a government contract and custodian.

Capture UIIs

You use the Capture UIIs action to capture UID information for an asset. To access this action, select UIIs > Capture UIIs from the Select Action menu.

IBM Maximo for Government: Maximo User’s Guide Addendum

Assign / Mark UIIs

You use the Assign / Mark UIIs action to generate Unique Item Identifiers (UIIs) and UII marks. To access this action, select UIIs > Assign / Mark UIIs from the Select Action menu.

Create Property Transactions

You use the Create Property Transactions action to create transactions against property records. This action creates transactions that are not available in other applications. To access this action, select Property Transactions > Create Property Tran sactions from the Select Action menu.

View Property History

You use the View Property History action to view property history for an asset. To access this action, select Property Transactions > View Property History from the Select Action menu.

Create Property Upload Files

You use the Create Property Upload Files action to search for and select property transactions and create upload files for selected transactions. To access this action, select Property Upload Files > Create Property Upload Files from the Select Action menu.

Locations (Gv) Application

View Property Upload Files

You use the View Property Upload Files action to view property upload files associated with a particular contract, external system, and file format. To access this action, select Property Upload Files > View Property Upload Files from the Select Action menu.

Locations (Gv) Application

You use the Locations (Gv) application to enter and track locations for assets and organize these locations into logical hierarchical systems or network systems. You can view property balances and history for a particular location, and attach and view documents outside of Maximo that relate to property.

Assets Module 11

Locations (Gv) Application

Tabs

Property Tab

The Locations (Gv) application has the following new tab:

! Property

You use the Property tab to display property records associated with a location.

For information about a field, place the cursor in the field and press Alt + F1.

Locations (Gv) Actions

The Locations (Gv) application has the following Government-specific actions:

! Create Property Transactions ! View Property History ! Create Property Upload Files ! View Property Upload Files

For more information about these actions, see the Locations (Gv) help.

Create Property Transactions

View Property History

You use the View Property History action to view property history for a location. To access this action, select Property Transactions > View Property History from the Select Action menu.

IBM Maximo for Government: Maximo User’s Guide Addendum

Create Property Upload Files

View Property Upload Files

Locations (Gv) Application

Assets Module 13

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