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IBM Maximo Enterprise Asset Management (EAM) Training

Master Lifecycle Asset Management, Work Order Automation, and Enterprise EAM Workflows

4.8(1,550 students)
48 Hours
Intermediate
IBMMaximoEAMAsset ManagementWork ManagementWorkflowsProcurement
IBM Maximo Enterprise Asset Management (EAM) Training

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Course Overview

This intermediate training course provides structural and operational mastery over the IBM Maximo Enterprise Asset Management (EAM) system. Built for asset managers, system administrators, and maintenance engineers, the curriculum covers the technical framework of asset operational lifecycles from initial onboarding to structural disposal. Participants will progress through the core configuration suites of Maximo, gaining hands-on expertise in setting up organizational hierarchies, managing preventive and corrective work orders, automating material supply lines via integrated inventory controls, and building automated multi-tier approval paths within the Maximo Workflow Designer.

Who Should Learn

EAM Consultants, Enterprise Systems Integrators, and Functional Analysts
Maintenance Managers, Reliability Engineers, and Operations Supervisors
Maximo System Administrators and IT Support Specialists managing enterprise databases
Inventory Managers and Procurement Officers overseeing engineering supply stores

Prerequisites

  • Basic understanding of enterprise business processes like maintenance tracking, purchasing, or warehousing
  • Familiarity with foundational relational database concepts like data tables, key attributes, and basic query filters

Learning Outcomes

Navigate and customize the IBM Maximo application interface, database structures, and global configuration values
Architect multi-tier enterprise structural hierarchies using Organizations, Sites, Locations, and Asset records
Orchestrate end-to-end Work Management lifecycles spanning work tracking, scheduling, and labor log updates
Configure multi-parameter data filters, custom queries, and out-of-the-box analytical reports
Manage critical inventory frameworks including storerooms, balance records, reorder parameters, and item updates
Automate enterprise procurement pipelines from initial purchase requisitions up to physical receipts
Design, test, and activate graphical multi-stage conditional routing paths within the Maximo Workflow Designer

Course Curriculum

1Module 1: Maximo Framework & Enterprise Structure Configuration
4 topics
  • Core properties and application modules of the IBM Maximo Application Suite framework
  • Defining structural parameters: Mapping multi-tier Organization, Site, and Location records
  • Understanding user application security: Configuring security groups, object restrictions, and data profiles
  • Navigating the Maximo user interface layout, application paths, and core screen fields
2Module 2: Technical System Administration & Data Tuning
4 topics
  • Exploring Maximo's underlying metadata framework: Working with the Database Configuration module
  • Creating custom data objects, non-persistent attributes, and establishing database relationships
  • Managing system behaviors: Adjusting global System Properties and running live database updates
  • Configuring Application Designer rules to customize screen tabs, table windows, and text fields
3Module 3: Linear Asset Lifecycles & Location Hierarchies
4 topics
  • Building structured asset registries: Configuring child asset parent records and categorization profiles
  • Tracking status rules: Progressing assets through operating, down, decommissioned, and disposal states
  • Mapping functional physical infrastructure grids: Establishing parent locations and system paths
  • Implementing specialized asset sub-assemblies, parent spare parts lists, and attribute tracking tables
4Module 4: End-to-End Work Management Operations
4 topics
  • The complete work order lifecycle timeline: Initiating Service Requests up to final historical closure
  • Creating Work Orders: Planning necessary craft labors, material reservations, and special tools
  • Scheduling job routes: Managing Preventive Maintenance (PM) schedules, frequency rules, and job plans
  • Executing updates: Recording actual worker clock logs, materials usage receipts, and failure codes
5Module 5: Integrated Inventory Control & Warehousing
4 topics
  • Structuring materials storage centers: Creating Storerooms and balancing physical inventory items
  • Managing items: Cataloging material records, defining structural types, and setting up tool rooms
  • Optimizing stock parameters: Calculating safety stocks, reorder thresholds, and economic order quantities
  • Processing physical movements: Registering issues, structural returns, and internal location stock transfers
6Module 6: Procurement Pipeline Automation
4 topics
  • Generating procurement requests: Authoring Purchase Requisitions (PR) and Request for Quotations (RFQ)
  • Executing commitments: Converting approved requisitions into formal Purchase Orders (PO)
  • Receiving materials: Recording incoming storeroom packages, direct line shipments, and tool rentals
  • Matching financial validations: Performing three-way invoice matching and managing return returns
7Module 7: Graphical Workflow Design & Automation
4 topics
  • Introduction to business rule routing nodes using the graphical Maximo Workflow Designer
  • Configuring structural operational blocks: Action nodes, Condition paths, and User Task allocations
  • Enforcing organizational parameters: Routing approvals based on monetary thresholds or disciplines
  • Managing running workflow allocations, delegation paths, escalations, and notification emails
8Module 8: Data Filtering, Querying & Compliance Analytics
4 topics
  • Constructing basic and multi-variable SQL-based criteria filters inside the Advanced Search panel
  • Developing personal and public KPIs to trace mean time between failures and repair performance indicators
  • Overview of embedded reporting layouts, modifying standard fields, and exporting analytical data metrics
  • Day-to-day production support labs: Managing data exceptions and verifying workflow run execution histories

Certification

Earn the SkillSurf Certified Maximo Asset Governance Professional designation upon validating all structural lab configurations and clearing the operational asset lifecycle assessment.

Frequently Asked Questions

An Organization defines a distinct financial entity that shares a single base currency, item catalog, and company master list. A Site represents an independent physical operating location under that organization (e.g., a specific plant or warehouse) that maintains its own distinct work orders, assets, locations, and safety procedures.
Yes, this course includes deep functional modules on the graphical Workflow Designer. It is a low-code/no-code tool that uses a drag-and-drop visual interface to create logic paths, task assignments, and data conditions to automate your business approvals.
Absolutely. You will be provided with full administrative access to a dedicated Maximo practice sandbox, enabling you to use tools like the Database Configuration and Application Designer to add custom fields, establish relationships, and modify screen layouts.