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1/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
In the following exercises, you will see how to enable, activate, and use an existing Workflow
process, WOAPPROVE.
2/15
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Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
You might need to scroll in the window to see all parts of the process. You can use the Zoom
percentage dropdown to see the entire process.
Maximo displays a dialog box indicating that the process has been validated and enabled.
3/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
The Add Workflow Support to Applications dialog box displays a list of the applications associated
with the object to which the process is associated.
___ 6. To add support for both the Quick Reporting and the Work Order Tracking applications, keep
the Add Support? check boxes selected.
___ 7. Click OK.
Maximo adds all necessary code to the selected applications to be supported by Workflow. The
Active? field is automatically selected.
Because there is a lot of activity occurring in the background, the activation process could take several
minutes to complete.
___ 8. Note: Occasionally after initially enabling workflow for an application, you will need to sign
out of Maximo and sign back in to see Workflow on the Select Action menu. This is due to caching in
the browser. To update the applications that you added workflow support to, sign out and sign back in
as Mike Wilson.
4/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
5/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
Field
Value
Work Order
Description
Location
CONF300
Work Type
CM
Craft
Quantity
Regular Hours
4:00
LineType
MATERIAL
Description
Quantity
Order Unit
EACH
Unit Cost
500.00
Vendor
FSC
Issue to
Granger
The record is placed into the workflow process. The Route Workflow button changes to indicate that
the record is now in a workflow process:
6/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
___ 5. To view where the work order is in the Workflow map, click Select Action > View Workflow
Map.
Maximo displays the Workflow map. The first stage of the process is the Level 1 Financial Approval,
where the record is now located.
___ 6. To view the current workflow assignee, click the View Workflow Assignments button. The
View Workflow Assignments dialog box opens.
7/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
smith
smith1
___ 2. Click the Review this WO for level 1 approval description in Smiths Inbox.
Maximo displays the underlying record in the Work Order application with Workflow Help displayed.
___ 3. Clear the Show this help when launching records from the inbox? check box.
Clearing this check box prevents help from being displayed each time you view an underlying record
from the Inbox.
___ 4. Click OK.
8/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
___ 5. To route the record to the next point in the Workflow process, click the Route Workflow
button.
The Complete Workflow Assignment dialog box opens on top of the underlying record. You must
indicate whether the record should be sent to the next approval level or canceled.
___ 6. Verify that the Send the Work Order on to Next Approval option is selected.
___ 7. Click OK.
The process goes to the Safety group because the Estimated Labor value is less than $500.
The Safety group is comprised of Tom Kazmier and Diane Liberi. You can verify this by checking the
Workflow Assignments.
___ 8. View the Workflow Map and Assignments to ensure that your record is in the correct place in
the process.
9/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
Now that the record has moved through a couple of steps, the history reflects its path in a tabular
format.
___ 10. Close the dialog box.
10/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
wilson
wilson
___ 2. Access the Workflow Administration application (Go To > System Configuration >
Platform Configuration > Workflow Administration). The work order record is listed in the
Processes table.
___ 3. Click the View/Modify Active Assignments button for your work order record.
The View Active Assignments dialog box displays a list of all current assignees on the work order.
11/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
___ 4. On the line for Liberi, click the Delete Assignment button.
The Liberi line is crossed out, indicating that her assignment will be deleted.
12/15
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Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
___ 8. Click OK. If you were to view assignments on your work order record, you would see the
assignment made to Fred. In addition, the assignment is now in Freds Inbox.
13/15
Course materials may not be reproduced in whole or in part without the prior written permission of IBM.
Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
stanley
stanley
___ 2. On the Inbox line for the Check safety plan assignment, click the Route button. The
underlying record is displayed and an Assignment dialog box opens.
___ 3. Select the Approve this WO option, and then click OK. The work order is approved and the
process is stopped. A message briefly flashes at the top of the screen indicating that the process is
stopped.
14/15
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Tivoli Maximo Enterprise Asset Management 7.1 One day workshop for IBM Business Partners
Lab 4: Using the Workflow Engine
The final step in the history shows that the process has stopped.
___ 5. Click OK.
15/15
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