Maximo Mobile overview

The navigator

The navigator is the home page of the app. From here, you can begin many of your key tasks for the day. If you have the correct permissions, you can even create records from the navigator. Tap the plus to create records, such as work orders, service requests, and inspections. You can return to the navigator from any page in the app by tapping the navigator menu.

Standard applications and features

When you download the Maximo Mobile app, the following applications and features are included in the download. Depending on your permissions, you might not see all applications.

Approvals

From Maximo Mobile 8.3 and Maximo Application Suite 8.6

Approve, assign, and monitor work. This application is visible only to users who have the authority to approve work, that is, supervisors can review work order details and approve the work orders so that technicians can start their work.

If notifications are configured, you receive a notification on your device when a work order requires your approval. Tap the notification to open the Approvals function and review the work orders.

Assets

From Maximo Application Suite 8.9

In the Assets application in Maximo Mobile, see and edit the details of all your assets, including their specifications and associated meters. You can view the following asset details:

• Asset number and description
• Asset hierarchy
• Classifications
• Location
• Maps
• Related records
• Serial number
• Service address
• Specifications
• Vendor information

Assist

All releases

Get AI insights to increase fix rate and receive remote expert assistance. For more information, see IBM® Maximo Collaborate (Assist) documentation

Defects

From Maximo Application Suite 8.8

Create defects and use artificial intelligence to analyze photos to identify defects. The Defects function is available to only IBM Maximo Civil Infrastructure customers. For more information, see Creating defects in the Defects application in Maximo Mobile

Inspections

All releases

In the Inspections application, conduct inspections that have been defined in the Inspection Forms application and record inspection results, review the results of completed inspections, and create unscheduled inspections.

As an inspector, you complete inspections and record inspection results. You can also create an unscheduled inspection form or view inspection results from the Assets, Locations, and Work Order Tracking applications. You can conduct bulk unscheduled inspections on assets or locations.

When an inspection form is activated, use the form to inspect an asset or location. Filter your inspections by pending, in progress, and completed status. During an inspection, filter the list of questions on the form to show the required or incomplete questions. Answers to each question are automatically saved. After you answer all required questions, review your responses in the Inspections Summary window and complete the inspection.

In the Inspections application, you can also:

• Group inspections to consolidate work
• View inspection results and progress
• View work order details
• View and request planned materials and tools
• View inspection instructions
• View work logs
• View and modify failure class information
• View attachments
• Report work actuals, such as labor hours, and material and tool usage
• Attach photos to inspections
• Create unscheduled inspections
• Create follow-up work

Inventory counting

From Maximo Application Suite 8.8

In the Inventory Counting application in Maximo Mobile, use count books and ad hoc counting of items to set storeroom inventory balances. Then, you can use reconciliation to update balances and ensure valid inventory balances in the database.

Use the Inventory Counting application in the following ways.

• Use and complete count books to count items in groups, based on various criteria. You can create count books in the Count Books application in Maximo Manage.
• Record physical counts for items and rotating assets in inventory.
• Use count tolerances to allow for minor discrepancies between current balance and physical counts.
• Reconcile physical counts by using the Inventory Counting application in Maximo Manage.
• See alerts for discrepancies and identify situations that require recounting.
• Use cycle counts in batches.

Issues and transfers

From Maximo Application Suite 8.11

In the Issues and Transfers application in Maximo Mobile, storeroom clerks can issue reserved items that are reserved for approved work orders, issue items from inventory without a reservation, and transfer items between storerooms.

Storeroom clerks can use inventory usage records to issue items that are reserved for approved work orders or material requisitions. They can issue items from inventory without a reservation and transfer items between storerooms, either online or offline. Users can load inventory usage records that they have access to on their device, save their workflow to resume later, and then load a workflow that began on another device or in Maximo Manage.

Use the Issues and Transfers application to manage your inventory in the following ways.

• Issue inventory items
  • Issue inventory items by choosing them from a storeroom and assigning them to a work order, an asset, or an operating location.
  • Issue reserved items to a work order or material requisition.
  • Issue reserved tools to a work order by assigning them to a person.
  • Create and issue inventory usage records. Edit, delete, and add inventory usage lines.
  • Add multiple inventory items without a reservation.
  • Add reserved and nonreserved items to a single inventory usage record.
  • Check available inventory balances by using the role-based application in your mobile browser.
• Transfer items between storerooms
  • Create inventory usage records to transfer inventory items or tools from one storeroom to another.
  • Move inventory stock between storerooms in two different sites by loading inventory usage records in the Inventory Usage application.
• Create shipments for transfers
  • Create shipments from inventory usage records by using the mobile application.
• Stage inventory items
  • Stage items by using inventory usage records.

Permit request

From Maximo Mobile 9.2

Technicians can create and update work permit records that are integrated with IBM Maximo Health, Safety and Environment and IBM Maximo for Oil and Gas.

Receiving

From Maximo Application Suite 8.10

In the Receiving application in Maximo Mobile, storeroom clerks can receive inventory items and shipments by using the Inventory receiving and Shipment receiving options.

Inventory Receiving

Using Inventory Receiving, storeroom clerks can receive materials from purchase orders, either online or offline. As part of the receiving activity, storeroom clerks can inspect and return items, and view or void receipts.

Storeroom clerks can use Inventory Receiving to manage their inventory in the following ways.

• Look up purchase orders to receive items against, based on name, description, or attributes.
• Use the device's camera to scan bar codes and QR codes to identify purchase orders.
• Receive or partially receive items into inventory.
• Stop and resume the receiving workflow at any time.
• Use voice-to-text to capture packing slip details or inspection remarks.

Shipment receiving

Using Shipment Receiving, storeroom clerks can receive and stock items from another storeroom within the same organization, either online or offline.

Storeroom clerks can use Shipment Receiving to manage their inventory in the following ways.

• Receive items and conduct inspections.
• Receive condition-enabled and lotted items.
• Receive rotating items.
• Return items and void receipts.

Service requests

From Maximo Mobile 8.3 and Maximo Application Suite 8.6

Open a service request to report an issue. When you spot a problem, such as a leaking air conditioning unit, you can log in to Maximo Mobile on your device and create a service request. You can also view the details of service requests that you created in the past.

Unlike the other functions in Maximo Mobile, the service request function does not require AppPoints. The user who opens the service request must have a Maximo Application Suite account.

Technician

All releases

In the Technician app, you manage and execute your assigned work orders. You can review work details, update the work progress, report actuals, and finish tasks from your mobile device.

As a technician, you can:

• View work orders that are assigned to you and filter them by priority, status, or due date.
• View work orders on a map to plan routes and optimize travel time.
• Access work order details like job plans, instructions, and safety requirements.
• Record labor hours, tool consumption, and material usage.
• Update the work order status as you work on tasks.
• Capture and attach images, notes, documents to work orders for improved documentation.
• Report failures and update the information for failure classes.
• Request materials, tools, or services, as and when needed.
• View related asset and location details to understand the work context.
• Log activities and review work logs for historical reference.
• Create follow-up work orders for anything that might require further attention.
• Record meter readings to enter and update values like energy consumption, runtime hours, or fuel levels.

Overview video

Check out the video to learn more about how a technician can complete a work order and an inspection: