Examples of defining CM items

A configuration-managed (CM) item is a part that has a catalog number. CM items are associated with the model that is used to validate operational changes to assets. You can cross-reference a CM item to an Maximo® Manage item master.

Maximo Asset Configuration Manager maintains a cross-referenced catalog of item records for the following purposes:

  • For creating and managing system-generated items that represent models and configurations of models.
  • For creating temporary or locally tracked items, such as items that are procured locally on a temporary basis.
  • For achieving specific goals, such as changing the part number of an item retrospectively or adding a local part to the catalog.

Example of a new model

Your company receives a new model of aircraft. You configure the model in the Models (CM) application. The Models (CM) application generates a new CM item and its identifier corresponds to the identifier of the model. You can change the identifier of the model at any time, for example, to correct the original identifier or rename the model. The Models (CM) application changes the identifier of the CM item to match the new identifier of the model.

Example of a new configuration of a model

Your company needs a new configuration of the aircraft. You add the configuration in the Models (CM) application. The Models (CM) application generates a new CM item and its identifier corresponds to the identifier of the configuration. If you change the identifier of the configuration, the Models (CM) application changes the identifier of the CM item to match it.

Example of local parts

Your company procures a locally manufactured part and plans to serialize the part and install it on a parent asset. You do not know whether your company plans to procure the part in the future. You do not know whether the person who procured the part has permission to add the part to Maximo Manage. You add the part in the CM Item Master (CM) application and you can cross-reference the CM item with an existing item in Maximo Manage.

Example of a change to a Maximo Manage item number

Because of a technical record or a user error, you must change an outdated or incorrect Maximo Manage item number. You cannot change the item master, but you can change the CM item. You change the part in the CM Item Master (CM) application and you can change the cross-reference to an item record in Maximo Manage.

Example of the addition of a local item to the Maximo Manage Item catalog

Your company decides to use conventional means to procure and stock a temporary part. You use the Add to Item Master action in the CM Item Master (CM) application to add the part to the Item catalog in Maximo Manage. You also create or update a cross-reference between the CM Item and Item Master records.

Example of a software item

As a configuration engineer for a national rail operator, you are responsible for defining and managing the configuration of complex assets. You can create a CM item that is identified as a software item so that you can effectively manage the configuration of the train to ensure safety and regulatory compliance. In the CM Item Master (CM) application, you create a CM item and specify that the category of the item is software. The category is copied from the CM item master to the build item category in the model. In the Models (CM) application, you can open the Build Hierarchy and Position Rules tab and view the software item. The value of the Indicator field is W, which indicates that the CM item is software. You can select the Software icon to view the software-associated items.