New in Maximo for Nuclear Power in previous releases
IBM® Maximo® for Nuclear Power Version 7.6.1 adds significant features for managing clearances, such as the ability to temporarily remove tags from clearances. Enhanced features include the ability to transfer tags from clearances to work orders, prior to operations approval. Version 7.6.1 also enables the creation of clearance requests for work orders and for permits, and adds the Quick Work Orders (Nuc) application. The Clearance Groups (Nuc) application is also new to this release. Maximo for Nuclear Power Version 7.6.0 adds a mobile app that enhances work processes by providing filtering capabilities, text instructions, and attachments. Important duty stations and duty station plan enhancements were made, as well as numerous changes to the Clearances application. Maximo for Nuclear Power Version 7.5.1 includes new features for managing shift operations, equipment rounds, operator logs, condition reports, and compliance with technical specifications. Maximo for Nuclear Power Version 7.5 includes new features for managing equipment lineups. Version 7.5 also has enhanced capabilities for managing clearances and preventive maintenance scheduling.
Clearances (Nuc) application enhancements - Version 7.6.1
- Temp Lifts - When you want to temporarily remove one or more tags from a clearance, you can initiate a temp lift. By using temp lifts, you can change a clearance to remove the tags, without creating a clearance revision. This capability is powerful when you want to temporarily remove tags that are shared among multiple clearances.
- Modify Work Order Tag Transfer - To maximize effectiveness when you are managing the clearance
boundaries for work orders, you can transfer all of the tags or a subset of the tags from a
clearance to a work order, before operations approval. You can also control the initial display of
tags, in selected mode or in unselected mode, in the Modify Work Order Tag
Transfer dialog box. The current business rules and user processes, such as the
multi-step work order additions to parent clearances, clearance revisions, and the blocking of work
orders, are enabled for this new feature.
Learn more about transferring tags from clearances to work orders
- Revision Plans - Revision plans help to optimize the effectiveness of the clearance management process. By using revision plans, you can configure clearance components and work order relationships for future adoption as a clearance revision. You can also save and reuse portions of a clearance boundary. By developing revision plans, you can facilitate the lifecycle of a multi-revision clearance by pre-staging the boundary changes and work order additions.
- Execution groups for tags in revision plans - With execution groups, you can organize large
clearances by subdividing the tags into small groups. Organizing the tags into groups facilitates
the tagging process. Multiple labor resources can perform tagging activities in the field at
different times.
Learn more about execution groups for tags in revision plans
- Special Use Locations - You can create a location for a special purpose, other than to identify a physical location. With a special use location, such as a comment, a safety note, or a reference location, you can add important information to a clearance. You can also leverage the tag numbering, sequence controls, and clearance tag application and restoration features. Special use locations are configured in the Organizations (Nuc) application.
- The logic for changing the status of a clearance revision from Waiting for Approval to Approved is enhanced. To move a clearance revision from Waiting for Approval to Approved, you can now accept the boundary revision, and sign off on all labor activities in parallel, instead of in series. Labor sign off in advance of accept boundary revision is no longer required. The Shift Supervisor can approve the clearance revision and set the clearance to Approved status. This change in logic enables more clearance processing work to be completed, instead of requiring that all labor activities cease until the appropriate approvals are obtained.
- To better support the clearance process, you can associate a clearance that is at a specific site with multiple work orders that are associated with different sites. The related records display on the Related Records tab.
- You can allow a clearance to be associated with Preventive Maintenance (PM) records from multiple sites. The related records display on the Related Records tab.
- The default setting for the configuration option Tag Sequence Numbers within Clearances Must Be Unique is changed to No. This change in setting conforms to the current business practice where tag sequence numbers are not unique. When a tag sequence number is not unique, all of the steps for that number can be done in any order. The steps must be done after the preceding sequence number, or before the succeeding sequence number. The change in this configuration option applies to new sites that are defined for existing implementations of Maximo for Nuclear Power. The change in this configuration option also applies to new implementations of Maximo for Nuclear Power.
- You can add a lock number or a key number for the tag that is applied to a component on a clearance.
- You can use the Tags Plus field that is added to clearances to indicate whether an additional level of protection is in place. This field satisfies the OSHA requirement that at least two actions are required to restore energy to a system or a component.
Some of the Clearances application enhancements are set with configuration options in the Organizations (Nuc) application.
New Clearance Groups (Nuc) application - Version 7.6.1
To facilitate the tag sharing process, you can use the Clearance Groups (Nuc) application to organize clearances into groups that define the clearances that will share tags with each other. For example, you might want to create groups of clearances that are to be used within a particular operating cycle or during a refueling outage. Managing groups of clearances facilitates tag sharing among clearances that are part of the same group.
PM application enhancements - Version 7.6.1
To provide more flexibility, you can associate PM records with clearances that are located in multiple sites. The related records display on the Related Records tab.
Permits (Nuc) application enhancements - Version 7.6.1
You can use clearance requests to define the hazards, such as electrical, hydraulic, thermal, or mechanical energy that might be related to equipment or to work activities. You can also use clearance requests to share information between members of the teams that are charged with carrying out the work activities at different phases of the permit lifecycle.
New Quick Work Orders (Nuc) application - Version 7.6.1
You can use the new Quick Work Orders (Nuc) application to create and maintain admin types of work orders. In the context of a clearance request, an admin type of work order is configured to simplify information presentation. An admin type of work order might be used to document activities that do not support physical work, and to manage the work processes that require clearance protection.
Work Order Tracking (Nuc) enhancements - Version 7.6.1
Clearance Requests - To manage work activities and to ensure that steps are taken to prevent accidents, you can use clearance requests to define the hazards, such as electrical, hydraulic, thermal, or mechanical energy, that might be related to equipment or to work activities. A clearance request provides the details for the effective management of hazards in the work place.
To support the Modify Work Order Tag Transfer feature, following the first craft approval, the Protection subtab of a work order displays the tags that were added to a work order from a clearance or from a clearance revision plan.
The More Actions > Accept Clearance Revision menu item is renamed to More Actions > Accept Boundary Revision.
Learn more about clearance requests
You can relate a work order for a specific site with clearances that are located in multiple sites. The related records display on the Related Records tab.
Documentation enhancements - Version 7.6.1
In addition to field help, embedded help grid text, and updates to existing topics to reflect the Version 7.6.1 changes, topics that describe the enhanced applications are added to IBM Knowledge Center. Topics that describe the IBM Maximo for Nuclear Power Operator Rounds mobile app are also part of IBM Knowledge Center.
New IBM Maximo for Nuclear Power Operator Rounds mobile app - Version 7.6.0
The new Maximo for Nuclear Power Operator Rounds mobile app guides you through the required time and sequence of readings that are needed to monitor equipment performance and condition at nuclear installations. The Maximo for Nuclear Power Operator Rounds mobile app provides you with filtering capabilities, text instructions, attachments, and warnings to ensure that proper actions are taken at every step of the work lifecycle. You can also upload data to the Maximo for Nuclear Power Duty Stations application.
Learn more about the IBM Maximo Anywhere Operator Rounds mobile appDuty Stations application enhancements - Version 7.6.0
To enhance the management of processes for duty stations, you can commit multiple readings simultaneously. You can also commit one or more subsets of readings. You can filter the rows by type, such as rows that contain comments or rows that contain readings that exceed specified thresholds.
Learn more about conducting shift rounds
For each duty station plan, you can now specify a security group in the Standard Commit field or the Surveillance Commit field. Specifying a security group in either of these fields enables you to control who can commit the readings that are created in duty stations for that duty station plan. You must be authorized to commit standard readings or readings that are related to surveillance requirements.
Clearances application enhancements - Version 7.6.0
- The user interface is enhanced to simplify user interactions during the execution of clearance
activities. Only the actions or status changes that apply to the current clearance can occur. The
actions make it easier to promote a clearance record throughout the various stages of its lifecycle.
After installing or upgrading to Version 7.6.0 of Maximo for Nuclear Power Operator Rounds, the user interface options are automatically enabled for existing security groups. To enable the user interface options for new security groups, you must select the options and the conditions that are associated with the actions in the Clearances application.
Learn more about how to configure the user interface options in the Clearances application for new security groups - The automatic tag sharing process is enhanced to provide more options. When you use automatic tag sharing, the Share Tags dialog box displays shareable tags in Draft status that are available on clearances in Approved status. The Share Tags dialog box displays in this enhanced mode only when Maximo for Nuclear Power detects one or more clearances that are in Approved status with shareable Draft status tags. The Share Tags dialog box presents the option for sharing tags with clearances of any status. The tags are compiled into a single shared tag that is applied to the current clearance.
- To improve the process of tag management, the display of tag information is enhanced. You can bypass warning messages, and proceed to the next set of clearance logic checks using the More Actions > Prevent Multiple Tags dialog box. With this feature, you can continue with clearance activities while you manage multiple tags of a specific type on the same component. The Prevent Multiple Tags dialog box displays tags on a clearance that encounter this rule. Shift Supervisor approval is not granted until the specific blocks are resolved.
- You can block tag sharing for specific tag types. This feature ensures that a tag is tied to a single clearance. Multiple clearances cannot be associated with a single tag by means of the sharing function.
Some of the Clearances application enhancements are set with configuration options in the Organizations (Nuc) application.
Reading frequencies enhancement - Version 7.6.0
You can set the reading frequency in cycle weeks. You can define the maximum number of cycle weeks for a reading frequency, and then specify the weeks in that cycle that require readings. The Cycle Weeks option operates along with the Nuclear Options > Reading Frequencies Options in the Organizations (Nuc) application. In the Organizations (Nuc) application, you specify the start date from which all current cycle weeks are calculated, for reading frequencies that use the cycle week process.
Learn more about defining reading frequenciesLineup records enhancement - Version 7.6.0
To improve the creation of lineup records, you can now create lineup records using either the Lineup applications or the Quick Insert feature of the Start Center.
Learn more about managing lineupsDocumentation enhancements for Maximo for Nuclear Power Version 7.6.0
In addition to field help, embedded help grid text, and updates to existing topics to reflect the Version 7.6.0 changes, topics describing the enhanced applications are added to Knowledge Center. Topics describing the IBM Maximo for Nuclear Power Operator Rounds mobile app are also added to Knowledge Center.
Shift operations - Version 7.6.0
Develop standardized duty station plans for the functions in your organization. Configure duty station plans to provide shift owners with the content and authorizations that they need to execute the duty station function. Create multiple plans for the same function when the requirements vary, for example, in different modes of plant operation such as power production and shutdown. Create specialized duty station plans for on-demand equipment monitoring and common log processes. Learn more about managing shift operations
Create function-specific shift records that are based on predefined duty station plans. Use the shift record to maintain a narrative log and to document all shift activities, including equipment rounds, status reporting, and turnover. View all LCO actions that are due for the site and condition reports that require an operations shift review. Learn more documenting shift activities
Direct shift operations by creating objectives to communicate site and unit objectives to shift personnel. Communicate additional requirements to individual shift owners by creating notifications. Shift owners can view objectives, provide status updates, and acknowledge receipt of notifications in their shift records. Learn more about directing shift operations
Compliance with technical specifications - Version 7.5.1
Capture source and operational details for technical specifications and other regulatory requirements in a single tech spec record. Source details for technical specifications include the LCO identifier and requirement, applicability and actions statements, surveillance requirements, and bases. Align tech specs and surveillance requirements with source document changes by creating revisions and checking the revision history. Raise awareness of regulatory requirements by creating a tech spec framework that relates tech specs and surveillance requirement records to the relevant component and work records. Learn more about managing compliance with technical specifications
Track compliance with technical specifications by creating LCO records and associating the relevant tech specs. The source and operational details that are captured in the associated tech spec are automatically added to the LCO record. Monitor plant conditions and use the LCO record to track action entry and exit. Action due dates for one-time and repetitive actions are automatically calculated based on the prescribed completion times. Identify all affected components and related work and retest records in the LCO record. Learn more about managing conditions and actions in LCOs
Condition reports and corrective actions - Version 7.5.1
Distinguish clearly between condition reports that are designated for corrective action and condition reports that can be addressed outside the corrective action process. To reflect this graduated approach to the management and review of condition reports, the name of the application is changed from Corrective Actions to Condition Reports. After the operations shift review, you use the Corrective Action check box to designate a condition report for corrective action. Learn more about the condition report process
Promote nuclear safety and productivity by rapidly creating condition reports from other records, including work orders, permits, clearances, lineups, LCO records, and duty station shift records. In a shift record, you can create condition reports that relate to the shift record as a whole, individual equipment readings, or individual narrative log entries. The condition reports that you create from other records automatically include information about the originating record. Condition reports for the site that require operations shift review are displayed in duty station shift records.
Automate the condition report process by configuring the predefined workflow to suit your business needs. The condition report workflow includes secondary processes that are based on work orders and service requests for different types of follow-up action. Learn more about the condition report workflow
Equipment lineups - Version 7.5.1
Manage the operational configuration of plant equipment by using lineup plans and lineups. Lineup plans specify the components and component positions that are required for a particular operating procedure or maintenance activity. You use a lineup to execute the plan and to track positioning and verification actions. Positioning and verification data from the lineup process is automatically added to the operational history of the relevant components. Learn more about managing lineupsClearances - Version 7.5.1
Configure the clearance process to suit your needs by configuring site-level options for clearances, clearance tags, work orders, and permits:- For clearances, define settings to automate status changes, include or exclude craft involvement, allow modification of verification requirements, and allow the association of multiple clearances to a single work order.
- For clearance tags, define settings for sequence numbers, automatic sharing, conflict checking, and tag type compatibility. Specify a position value that does not require clearance control.
- For work orders and permits, define settings to control the specification of clearance requirements and the transfer of tags during craft approval.
Positioning and verification data from the clearance process is automatically added to the operational history of the relevant components. Clearances reuse positioning data from the lineups process to determine restoration positions. Lineups reuse positioning data from clearances during lineup execution. Learn more about managing clearances
Kiosk applications - Version 7.5.1
Rapidly enter component positioning and verification details by using the kiosk applications for lineups and clearances. Learn more about the Clearances Kiosk (Nuc) applicationQuick assets and locations - Version 7.5.1
Create quick assets and quick locations during processes such as lineups or clearances. These records are simplified versions of the standard asset and location records. You can retain quick assets and quick locations as operational records or promote them for potential inclusion in engineering configuration management processes.Preventive maintenance - Version 7.5.1
Apply greater control to preventive maintenance (PM) scheduling with enhanced scheduling capabilities. Generate estimated regulatory dates to project the due dates and dead dates for entire sequences of PM work orders. When the month is the unit of frequency, the predefined value for regulatory frequency is changed from 28 to 31 days per month.
In each PM record, specify whether clearances are generated during work order generation, and whether related work orders can be grouped and associated with the same new or existing clearance. Learn more about preventive maintenance (PM) records
Commitment tracking - Version 7.5.1
Manage commitments more efficiently by generating new work orders for work package actions and relating existing work orders. Learn more about the Commitment Tracking (Nuc) applicationLineup management - Version 7.5
Manage the operational configuration of plant equipment by using lineup plans and lineups. Lineup plans specify the components and component positions that are required for a particular operating procedure or maintenance activity. You use a lineup to execute the plan and to track positioning and verification actions. Positioning and verification data from the lineup process is automatically added to the operational history of the relevant components. Learn more about managing lineupsClearances - Version 7.5
Configure the clearance process to suit your needs by configuring site-level options for clearances, clearance tags, work orders, and permits:- Configurable process simplification, simultaneous association of clearances to both work orders and tasks, enhancements to conflict checking, streamlining of operator IDs for tag application, restoration, and verification actions.
- Rules for editing independent verification requirements in a working clearance, a full automatic tag share option to the existing tag share process, a classification function, the ability to generate an administrative type clearance from a template, advanced control of clearance generation during the preventive maintenance process.
- Ability to associate multiple clearances with a work order, bypass craft approval for initial and revised clearances, use multiple tag types on components in a single clearance, transfer work orders from one clearance to another.
- Full integration with lineup plans for determination of restoration position. Clearance positioning events update location and asset operational history data, and are available for crediting by lineups.
Quick assets and locations - Version 7.5
Two new applications, Quick Assets (Nuc) and Quick Locations (Nuc), provide a rapid and simple method of creating asset and location records during operational configuration management processes such as lineups or clearances. Quick assets and locations can be maintained as operational records or promoted for potential inclusion in engineering configuration management processes.
Kiosk applications - Version 7.5
Two new kiosk applications, Lineups Kiosk (Nuc) and Clearances Kiosk (Nuc), provide operators in the field with quick access to the relevant lineup and clearance records
Job Plans application - Version 7.5
The new Job Plans (Nuc) application supports the adoption of revisable job plans in the Preventive Maintenance (Nuc), Clearances (Nuc), and Impact Plans (Nuc) applications. Learn more about the Job Plans (Nuc) application
Preventive maintenance - Version 7.5
- The predefined value for regulatory frequency is changed from 28 to 31 days per month, when the month is used as the unit of frequency.
- Configurable clearance generation options enable users to specify for each preventive maintenance record whether clearances are generated during work order generation, and whether related work orders can be grouped and associated with the same new or existing clearance.
- Estimated regulatory dates can be calculated to which project due dates and dead dates for the entire sequence of preventive maintenance work orders.
Corrective actions - Version 7.5
The Corrective Actions (Nuc) application includes a classification function that can be used to define detailed specifications. Maximo for Nuclear Power also includes a new workflow that uses the corrective action or a condition report as a single point of entry for all issues. The corrective action workflow includes secondary processes that are based on work orders and service requests for different types of follow-up action. Learn more about the Corrective Actions (Nuc) application
Commitment tracking - Version 7.5
The Commitment Tracking (Nuc) application includes enhanced features for generating work package actions and relating work order actions to the commitment. Learn more about the Commitment Tracking (Nuc) application