Scheduling Priority in Maximo

Jacquie Chischillie, Technical Sales Engineer, Projetech
June 12, 2019

How much thought have you put into your Priority values on the records in your Maximo solution (Check out our IBM Maximo On-Premises Solutions here)? Did you know you can Set Priority Preferences like how Maximo calculates priorities or response times?

Maximo uses values up to 999 for Work Order and Asset/Location priorities and will use these values to calculate an overall priority for the Work Order. Making smart choices can ensure you achieve the most efficient and reliable schedule for your resources and equipment.

If a Work Order is created manually in the Work Order Tracking application, you can specify the value in the Priority field. Work Orders generated from the Preventive Maintenance will inherit the PM priority.

If the Asset or Location record has a priority Maximo will copy the priority from the Asset to the Work Order. If the Asset record does not have a priority, Maximo will use the Location Priority.

Once the Work Order is created, Maximo will use a predetermined calculation to assign a priority to work. Even though Maximo allows Priorities values over 900, It is a good idea to limit your priority values to lower numbers, since the resulting, calculated value will always be higher.

Following is one way to determine the meaning of your Priority values, so that you have a consistent and defensible system for scheduling both planned and break-in work.

Suggested Priority System for Work Orders

PRIORITY 4 (Emergency Work): Priority 4 is the highest priority work and requires immediate action.  This work bypasses the normal planning and scheduling routine.

  • SAFETY– Any safety condition that can cause personal bodily harm resulting in a lost-time accident, cause serious injury, or loss of life, or any condition that, if not corrected, could lead to an injury or result in violation of the safety requirements, Occupational Safety and Health Administration rules and regulations, or may result in personnel working in an unsafe manner.  
  • SECURITY– The failure of any security system that prevents the full monitoring of a facility or a failure of a security asset that is used to prevent unauthorized entry into a critical or sensitive area.
  • ENVIRONMENTAL– A requirement or specification out of compliance, equipment malfunction, or failure which is or will result in an environmental incident that causes the facility to violate environmental laws, rules, or regulations or results in damage to the environment or a fine.
  • PRODUCTION– An asset malfunction, failure or imminent failure that will result in the inability to produce.

PRIORITY 3 (High Priority Work): Priority 3 is the highest priority work that can be planned and scheduled.  This work shall be accomplished as soon as practical based on available resources.  

  • SAFETY– Improvements to the workspace environments that reduce personnel exposures to high noise levels, poor air quality, extreme temperatures, exposures to poor lighting, etc.  
  • ENVIRONMENTAL– An asset/equipment malfunction or failure that has the long-term potential of causing an environmental incident, the loss of a control function, monitoring system, or other equipment/conditions that are required to be operable to demonstrate compliance with environmental laws and regulations.
  • SECURITY– Work that is required to maintain security systems at a readiness level as defined by the site security plan.
  • PRODUCTION– An asset/equipment malfunction or failure that results in reduction of the ability to produce, a loss of backup assets/equipment that reduces/limits production availability, the loss of monitoring or control equipment that reduces the operator’s ability to safely monitor facility conditions or produces incorrect signals required for safe operation.
  • PREVENTIVE MAINTENANCE – All direct and indirect impact preventive maintenances (PMs) are assigned and scheduled consistent with Priority 3 work.
  • ALTERATIONS/MODIFICATIONS– Engineered changes to critical systems that are supported by or performed by the facility workforce.

PRIORITY 2 (Medium Priority Work): Priority 2 is medium priority work that can be planned and scheduled and shall be worked on as soon as practical based on available resources.  

  • SAFETY– None.  All safety items are of higher priority.
  • ENVIRONMENTAL– Work performed to upgrade environmental monitoring and control systems or long-term improvements to reduce the probability of environmental incidents.
  • SECURITY– Work associated with routine maintenance or upgrading security systems.
  • PRODUCTION– Asset malfunctions or failures that have minimal impact on production.  This work includes the rebuilding of sparesin the shop, work to restore systems, components or equipment to original designs that improve operating efficiency.
  • PREVENTIVE MAINTENANCE – Critical PMs, including predictive maintenance, required ensuring the safe, efficient and reliable operation of no-impact systems.
  • ALTERATIONS/MODIFICATIONS– Engineered changes and enhancements to critical and non-critical systems that can be planned and scheduled based on available resources

PRIORITY 1 (Low Schedule Priority): Priority 1 is work on assets/equipment that have minimal impact on the safe, efficient and economical operation of the facility.  Priority 1 work will be planned and scheduled based on available resources.  

  • SAFETY– None. All safety items are of higher priority
  • ENVIRONMENTAL– None. All environmental items are of a higher priority
  • SECURITY– None. All security items are of higher priority.
  • PRODUCTION– Defective equipment or maintenance that has little or no impact on the safe and reliable operation of process equipment.
  • MODIFICATIONS AND ALTERATIONS – Modifications and engineered changes to non-essential systems and assets that are planned and scheduled.
  • PREVENTIVE MAINTENANCE – PMs including predictive maintenance that are required by schedule and are not mandatory.

Suggested Priority System for Assets and Locations

  • Priorities for assets and locations are determined based on the failure consequence of that Asset or Location
  • Assign a higher priority to those assets we can least afford to have down.
  • Asset priority supersedes location priority

Priority 4 (Highest Priority) –A system which failure will cause an unscheduled event that results in any one or more of the following:

  • Could cause injury to a person, or the release of hazardous materials
  • Could create an environmental hazard resulting in harm to the community, public, or damage to public/private property
  • Could cause loss of vital services or critical plant processes that cause a loss of ability to meet operational requirements

Priority 3– A system failure that will cause a reduction of capacity that affects the ability to produce and results in one or more of the following:

  • Violation of environmental limits, which could result in monetary penalties or result in restricted operations  
  • Causes a reduction in capability, or loss of backup equipment, required to maintain acceptable system reliability to meet operating commitments
  • Requires a forced outage of critical equipment that has an impact on costs or the ability to deliver water or power
  • Causes a reduction in the performance of systems essential to startup or shutdown or which must be available to respond to emergency conditions

Priority 2 –A system which failure will cause an increase in operating costs but will not affect production or system reliability or any system which failure may represent a significant maintenance cost burden to repair or replace.

Priority 1 (Lowest Priority) –Any system that is not a priority 4, 3, or 2 system and no special requirements apply.

Setting or Changing the Priority Preference calculations

       1. Go to Work Orders – Assignment Manager

        2. Under More Actions, select Set Preferences

        3. Select Set Priority Preferences

        4. This is where you can set the Work Priority Calculation and the Work Priority Response Time

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Jacquie Chischillie, Technical Sales Engineer, Projetech
June 12, 2019

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