Working with Maximo Workflows

Explore Maximo workflow nodes, including starting and ending notes, decision points with positive or negative outputs, manual input and task assignment nodes, sub processes, and event wait nodes with examples.

Learn to create and connect nodes on the Maximo workflow designer canvas, using start and stop nodes and solid or dashed connection lines to model business processes.

Learn to configure a condition node in Maximo workflows, manage positive and negative paths, use expressions and actions to automate approvals, such as cost under 500 dollars.

Learn how to design Maximo workflows with manual input and interaction nodes, controlling options via positive and negative connections, indirection mode, and sequential actions to generate a purchase order record.

Learn how to model a task node in Maximo workflows, using conditions to create inbox task assignments for approvals or cancellations, with positive and negative connections.

Break complex workflows into modular sub-processes using self-contained nodes and positive/negative exit lines. Define wait lists and properties, specify sub-process names, and attach notification templates for status changes.

Validate and activate your first Maximo workflow process, learn how to trigger workflows, and master workflow administration and migration to production.

Validate a workflow by checking node connections, lanes, and expressions, fix violations, then enable and activate the process. Manage revisions and synchronize with the main workflow to keep it ready.

Trigger points enable Maximo workflows across apps, using dialogue windows and toolbar buttons, while managing app support and auto or interactive initiation for a single active process.

Manage and monitor active workflow instances in the Maximo workflow framework, reassign tasks, stop running processes, and send stop notifications via the workflow administration interface.

Define, package, distribute, and deploy migration packages via the migration manager to move Maximo workflow configurations from source to target environments, including automation scripts and BBM migration groups.

Design a lawful process using a use case example, configure the related components, and proceed to the creation of such processes in the final chapter.

Illustrates a Maximo workflows use case for purchase requisitions, auto approving under five dollars, supervisor approval for high-cost requisitions, external requisitions routed to the purchases approvals group, and status-change notifications.

Design the Maximo workflow by configuring cancel and approve actions, assignments, and notifications with communication templates, reusing out-of-the-box actions, and routing internal and external PR approvals based on cost.

Configure related role records for maximo workflows by creating world order records: a supervisor update rule and a person group rule linked to an approval group. Create communication templates.

Configure a status change notification in the communication templates app to alert recipients when a purchase requisition changes status, including subject, body, and logging via Maximo rules.

Create a sub-process in Maximo Workflows that presents approver options to cancel or approve via a manual input node, then enable the sub-process for use in the main workflow.

Define an internal budget requisition approval sub-process that checks total cost, routes amounts over 500 to the supervisor for approval, and auto-approves under 500, using communications templates.

Create sub-process 3 for an external PR approval in Maximo workflows by assigning tasks to a person group, presenting approval options, and guiding bill creation via an interaction dialog.

Create the main workflow process in Maximo by configuring a three-node flow with an internal vs external condition and linked subprocesses, including enable, activate, and synchronization steps.