Topic
  • 2 replies
  • Latest Post - ‏2013-04-23T19:03:42Z by scottsd
DeclanR
DeclanR
3 Posts

Pinned topic Making a workflow to automate asset loans?

‏2013-04-16T01:56:27Z |

Hi all,

I'm pretty new to Maximo and SCCD, and I'm looking to set up a system by which I can track the loans of physical assets I control. I've created a number of Assets and Locations (people) to whom the assets can be sent by modifying the item's attributes, but I'm looking for a way to do this automatically, and would greatly appreciate any help, or a link to a similar tutorial.

Basic idea of work flow (items in brackets are optional goals, since I'm not sure on whether they're achievable):

  • (Receive loan request from an external source, e.g. a web form which submits borrower, assets requested and dates requested)
  • (Check whether request is possible - resource available for dates requested)
  • (If borrower does not exist as a location, create location for borrower)
  • Set selected assets' Location attribute to borrower
  • Set a 'return date' for this loan
  • (Export this data so that it might be parsed and displayed in a wiki)
  • Email both me and the borrower a day before the assets are due back
  • Set assets' Location attribute back to home upon confirmation of their return.
  • (Export this data so that the wiki is kept up to date)

I understand that such a process is going to need at least some input to confirm the physical return of the goods, but I'd love to be able to automate as much of it as possible.

  • scottsd
    scottsd
    121 Posts
    ACCEPTED ANSWER

    Re: Making a workflow to automate asset loans?

    ‏2013-04-23T19:03:42Z  
    • DeclanR
    • ‏2013-04-23T04:33:19Z

    Just bumping this back up to the top in case someone in the know happens to see it.

    Here's a getting started with workflow blog post:

    https://www.ibm.com/developerworks/community/blogs/a9ba1efe-b731-4317-9724-a181d6155e3a/entry/creating_workflow_process2?lang=en

    the workflow implementation guide is a more advanced reference.

    http://pic.dhe.ibm.com/infocenter/tivihelp/v60r1/topic/com.ibm.mbs.doc/pdfs/pdf_mbs_workflow.pdf

    You'll make the workflow in the Workflow Designer application under the System Configuration module, you will be able to use the default Action types for many of these operations, but might need to develop some Automation Script actions to correctly set field values.  The Automation Scripting guide is documented here.

    https://www.ibm.com/developerworks/community/blogs/a9ba1efe-b731-4317-9724-a181d6155e3a/entry/scripting_with_maximo6?lang=en

     

  • DeclanR
    DeclanR
    3 Posts

    Re: Making a workflow to automate asset loans?

    ‏2013-04-23T04:33:19Z  

    Just bumping this back up to the top in case someone in the know happens to see it.

  • scottsd
    scottsd
    121 Posts

    Re: Making a workflow to automate asset loans?

    ‏2013-04-23T19:03:42Z  
    • DeclanR
    • ‏2013-04-23T04:33:19Z

    Just bumping this back up to the top in case someone in the know happens to see it.

    Here's a getting started with workflow blog post:

    https://www.ibm.com/developerworks/community/blogs/a9ba1efe-b731-4317-9724-a181d6155e3a/entry/creating_workflow_process2?lang=en

    the workflow implementation guide is a more advanced reference.

    http://pic.dhe.ibm.com/infocenter/tivihelp/v60r1/topic/com.ibm.mbs.doc/pdfs/pdf_mbs_workflow.pdf

    You'll make the workflow in the Workflow Designer application under the System Configuration module, you will be able to use the default Action types for many of these operations, but might need to develop some Automation Script actions to correctly set field values.  The Automation Scripting guide is documented here.

    https://www.ibm.com/developerworks/community/blogs/a9ba1efe-b731-4317-9724-a181d6155e3a/entry/scripting_with_maximo6?lang=en