The Ultimate Guide to IBM Maximo Workflow

Learn how Maximo workflows initiate on record creation or update, route and process steps by rules, and complete at the final stage, with roles like requester, approver, assignee, and administrator.

Architect automated Maximo workflows from design to deployment, emphasizing accountability, standardization, and auditability while applying pre-design analysis and the node toolkit for routing, escalation, and service requests.

Plan and analyze your enterprise's business processes in Maximo to design a custom workflow, map steps, assign roles, and configure approvals, notifications, and security for multi-site implementations.

Discover how enterprise workflows convert messy paper processes into automated, rule-driven tasks, with the development environment and the production environment, and a migration manager ensuring safe, repeatable deployments.

Learn how Maximo workflow design elements, nodes, and symbols create efficient, compliant processes by automating routing, enforcing rules, and providing real-time visibility and collaboration.

Master how Maximo workflow nodes translate business logic into action, from start and stop to condition, task, and subprocess nodes, with best practices for assignments, escalations, notifications, and security.

Understand start nodes mark record entry with a single, non-deletable start node, while stop nodes end a process and may be multiple, with lines entering but not exiting.

Use the condition node to evaluate a record with a SQL expression, routing to positive or negative connections and triggering task assignments via the workflow inbox or email.

Learn how the manual input node prompts user input by the assignee to decide the next steps in a workflow, presenting a dialog with routing options and actions and notifications.

Explore sub process nodes in IBM Maximo Workflow, using Cerberus nodes to break complex processes into self-contained units, manage subnodes, routing lines, and service nodes across sites.

Learn how the wait node in IBM Maximo Workflow pauses progress until a specified event occurs, such as a status change or external system update, then triggers actions and notifications.

Learn how workflow applications in Maximo use records from resources, administration, and configuration modules, including person groups, communication templates, escalation, rules, and actions, in the Workflow Designer.

Master escalations and communication templates in Maximo to enforce service-level agreements, auto-route stalled approvals, and standardize messages with dynamic data and bind variables.

Create person records and groups in IBM Maximo workflow, and manage records in the people application. Configure supervisors, primary email, primary calendar, shifts, implement delegation and group-based task routing.

Explore the communication template application to create and manage workflow and escalation templates, using substitution variables to populate email subject and body for notifications.

Learn to create escalations and workflow escalations in Maximo. Use the expression builder and SQL conditions to specify escalation points and trigger actions and notifications.

Duplicate escalation, validate escalation, and manage activation, deactivation, and modification of escalation points and notifications. Learn how the escalation engine uses SQL validation, conditions, and frequency schedules to trigger actions.

Master Maximo rules and workflow by creating and managing rule records, exploring rule types such as custom, dataset, email address, and person group, and routing through assignments and notifications.

Master architecture, resolution logic, and advanced scripting in Maximo workflow using role-based assignments. Leverage five role types: person, person group, dataset, custom class, and user variable for scalable task ownership.

Create and manage action records and action groups to drive escalation and workflow. Choose action types like AB action, custom, system, group, or set value, with object and status configuration.

Begin the practical module with an introduction to real-world IBM Maximo workflows. Design, implement, and test workflows for service requests and work orders, with upcoming updates and additional examples.

Develop a practical IBM Maximo workflow by building a service request flowchart from creation to closure, including duplication checks, helpdesk review, and conversion into work orders.

Create and configure a Maximo workflow with user assignment rules, route tasks to the requester inbox for confirmation, and validate the rule-based flow.

Test the QA workflow in Maximo by creating, saving, and routing a new workflow to the helpdesk group, with a work order to be created after configuring the workflow.

Explore the preventive maintenance work order workflow, from creation to completion, routing by the depth coordinator, with decisions on initiation, site availability, rescheduling, and material or spare parts handling.

Explore the preventive maintenance workflow in Maximo, including CM/PM condition checks, department coordinator routing, and status changes from waiting condition to in progress to complete.

Test the PM workflow by creating a test PM, routing it, verifying it appears in the coordinator's inbox, and moving status from in progress to complete with a memo.

Explore the cm workflow flowchart for unplanned work orders, including corrective and emergency maintenance, service requests, helpdesk review, site availability decisions, material waits, and log-based closure.

Create CM workflow in IBM Maximo by defining conditions and actions, reviewing work orders in the helpdesk inbox, and transitioning statuses from waiting to in progress and complete.

Test the CM workflow cycle by creating a new work order, managing assets, and routing tasks through the helpdesk inbox, then initiate or return vocoder actions and close the order.

Learn to create a simple material requisition workflow in IBM Maximo, with originator routing, cost-based branches under 500, review actions to approve, cancel, or rework, and configurable originator roles.

Explore creating and testing a purchasing requisition workflow in IBM Maximo, including enabling, activating, initiating, routing approvals through initiator or supervisor, applying thresholds above 500, and closing.

Explore the work order workflow, including wait nodes, custom classes, and actions, to manage approval, material wait, in progress, and completion through domain statuses.

Learn to auto initiate service request workflows via automation script in IBM Maximo, including creating a launch point script, defining conditions, and triggering SR workflows with a Max server class.

Follow a real PR workflow in IBM Maximo, from status checks and requester routing to buyer, supervisor, and project manager decisions, including cost, custody, and service routing.

Create a purchase order workflow in Maximo, routing approvals when the total cost exceeds 500, auto approving under 500, and preparing, activating, and testing the workflow in the bow application.

Explore a complex Maximo PO workflow with routing, approvals, vendor checks, and cost validation, highlighting rules, departments, and review paths for practical project deployments.

Learn to use the server process node in Maximo to split complex workflows into sub processes and services, enable actions, validate changes, and resynchronize the active workflow.

Explore escalations in Maximo workflows, where background cron tasks monitor assignments, trigger reassignments, and send notifications via communication templates for efficient task routing.

Stop maximo workflow assignments safely using native escalations, avoiding risky SQL updates, and building audit trails with automated notifications for the Alex site.