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Maximo Security – Simplifying the UI and Creating / Maintaining Roles

Chris Winston, VP of Strategic Alliances, Projetech
February 21, 2023

Maximo Security is important for license compliance, but that is only the beginning. Security allows you to establish roles to address your business rules, and it is the first step to simplifying Maximo by providing access in line with those roles, removing the extra modules, applications AND actions that are not needed. Maximo Application Suite grows a bit, so there is even more work to do. If you get this done in Maximo 7, the changes migrate forward to Application Suite.

Maximo is huge, having over 150 applications, over 1,000 tables, over 15,000 attributes / fields and so much more. Should every user have access to this? No. Not even every Authorized user. License rules will help to dramatically decrease the number of applications one can see, but that is not enough.

Express level access in general, only allows update to work orders assigned and perhaps do some status changes elsewhere, but that probably means they primarily access 2 applications. Simplifying access for the Express user is not too dramatic, and a sample effort is available here: https://www.youtube.com/watch?v=y2NTdfWM-9g. But remember, Express access goes away with Maximo Application Suite. The least amount is Limited, which allows updates to applications across no more than 3 modules.

As the skin of the user interface continues to change, the vertical spacing and fonts have made it harder to see the actions you have access to without scrolling. As you move to Application Suite, the option to push heavily used actions to the toolbar and remove them from the side navigation is no longer available, so the impact is magnified even further. Many of the heavily used applications have 30 – 40 actions the user can access, with Inventory having over 50 and Work Order Tracking having almost 90. Even with the action menus, the list gets harder and harder to navigate, and when you throw in users using laptops with no external screen and increasing the magnification as well, it can be a little frustrating. ‘Find navigation’ can help, but it is easier to remove what no one uses.

MAS Manage vs 7.6 Skins

Consider removing actions that no one needs first and move on to those that are limited to a select few who are likely admins anyway. For example:

Table

There are many more to potentially remove, and this will not be easy, but in the long term, it removes distractions. Having a demo available for someone to explore is a great way to keep production safe.

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Chris Winston, VP of Strategic Alliances, Projetech
February 21, 2023
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