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S2000 026 Maximo Work Management
The course teaches professionals how to configure, execute, and optimize Maximo Manage v9 work management processes, covering order lifecycle, preventive maintenance, scheduling, safety, and service delivery.
Who Should Take This
It is ideal for maintenance supervisors, reliability engineers, and service managers who already use Maximo or similar CMMS tools and seek deeper functional expertise. These learners aim to design strategic maintenance plans, ensure regulatory compliance, and improve dispatch efficiency to drive operational cost savings and customer satisfaction.
What's Covered
1
Domain 1: Work Order Lifecycle and Management
2
Domain 2: Preventive and Condition-Based Maintenance
3
Domain 3: Scheduling and Dispatching Operations
4
Domain 4: Safety Management and Compliance
5
Domain 5: Service Management and Customer Relations
6
Domain 6: Mobile Work Execution and Digital Operations
What's Included in AccelaStudy® AI
Course Outline
73 learning goals
1
Domain 1: Work Order Lifecycle and Management
3 topics
Work Order Creation and Configuration
- Create work orders using proper work order types, priorities, and classification codes for maintenance activities in Maximo Manage v9
- Configure work order statuses and status controls to enforce proper workflow transitions and approvals
- Apply work order templates and standard operating procedures to ensure consistency across maintenance operations
- Analyze work order data using KPIs and reporting tools to identify maintenance trends and optimization opportunities
- Develop strategic work order classification schemes that align with organizational maintenance objectives and regulatory requirements
Work Order Approvals and Authorization
- Configure approval workflows using escalation rules, approval limits, and authorization matrices for different work order types
- Implement electronic signature processes and approval routing for compliance with regulatory standards
- Analyze approval bottlenecks and cycle times to optimize workflow efficiency and reduce maintenance delays
- Design approval hierarchies that balance control requirements with operational efficiency for critical maintenance work
Work Assignment and Resource Allocation
- Assign work orders to appropriate craft personnel using skill matching, availability, and workload balancing features
- Configure labor reporting, time capture, and actual cost tracking for accurate work order completion records
- Evaluate resource utilization patterns and assignment effectiveness to improve maintenance crew productivity
- Optimize work assignment strategies using predictive analytics and resource capacity planning for maximum operational efficiency
2
Domain 2: Preventive and Condition-Based Maintenance
3 topics
Preventive Maintenance Programs
- Create preventive maintenance schedules using meter-based, time-based, and condition-based triggers in Maximo Manage v9
- Configure PM generation rules, lead times, and frequency patterns to optimize maintenance timing and resource allocation
- Implement seasonal schedules, blackout periods, and maintenance windows for critical equipment and operational constraints
- Analyze PM effectiveness using failure rates, compliance metrics, and cost-benefit analysis to refine maintenance strategies
- Develop comprehensive PM programs that integrate reliability-centered maintenance principles with business continuity requirements
Job Plans and Standard Procedures
- Create detailed job plans with task sequences, safety procedures, required tools, and estimated labor hours
- Configure job plan libraries, revision control, and approval processes for standardized maintenance procedures
- Apply job plan templates to work orders ensuring consistent execution and accurate resource planning
- Evaluate job plan performance metrics including actual vs. estimated times, cost variances, and quality outcomes
- Design job plan optimization strategies that incorporate lean maintenance principles and continuous improvement methodologies
Condition Monitoring and Predictive Maintenance
- Configure condition monitoring points, measurement types, and alarm thresholds for predictive maintenance programs
- Implement IoT sensor integration and condition-based work order generation using Maximo Health and Predict utilities
- Analyze condition monitoring data trends to predict equipment failures and optimize maintenance intervention timing
- Develop predictive maintenance strategies that leverage AI insights and condition data to minimize unplanned downtime
3
Domain 3: Scheduling and Dispatching Operations
3 topics
Work Order Scheduling
- Create maintenance schedules using Gantt charts, calendar views, and resource availability constraints in Maximo scheduler
- Configure scheduling parameters including work windows, resource requirements, and priority-based sequencing
- Apply advanced scheduling techniques such as critical path method and resource leveling for complex maintenance projects
- Analyze schedule performance metrics including adherence, efficiency, and resource utilization to identify optimization opportunities
- Design integrated scheduling strategies that balance maintenance priorities with production requirements and resource constraints
Dispatching and Coordination
- Implement dispatch processes using work queues, assignment boards, and real-time status updates for maintenance crews
- Configure automated dispatching rules based on technician skills, location proximity, and workload balancing algorithms
- Apply emergency dispatch procedures and priority escalation protocols for critical equipment failures
- Evaluate dispatch effectiveness using response times, first-time fix rates, and customer satisfaction metrics
- Optimize dispatch operations through predictive analytics and machine learning algorithms for improved service delivery
Labor Management and Optimization
- Configure labor tracking, time reporting, and productivity measurement tools for maintenance workforce management
- Implement shift planning, overtime management, and skill-based scheduling for optimal labor utilization
- Apply workforce analytics to identify training needs, performance gaps, and capacity planning requirements
- Develop strategic workforce optimization plans that align maintenance capabilities with organizational growth objectives
4
Domain 4: Safety Management and Compliance
2 topics
Safety and Hazard Management
- Configure safety plans, hazard assessments, and risk mitigation procedures within work order processes
- Implement safety checklist automation, hazardous material tracking, and incident reporting workflows in Maximo
- Apply safety regulation compliance features including OSHA requirements, environmental controls, and emergency response procedures
- Analyze safety performance indicators, incident trends, and near-miss data to improve workplace safety programs
- Develop comprehensive safety management strategies that integrate regulatory compliance with operational excellence
Lock-Out/Tag-Out and Permits
- Configure LOTO procedures, isolation points, and verification processes for equipment maintenance safety
- Implement permit-to-work systems including hot work permits, confined space entry, and electrical isolation procedures
- Apply digital LOTO tracking, permit approval workflows, and safety clearance verification within work orders
- Evaluate LOTO compliance rates, permit processing times, and safety incident correlation to optimize safety procedures
5
Domain 5: Service Management and Customer Relations
2 topics
Service Request Management
- Configure service request workflows, classification systems, and automated routing based on request types and priorities
- Implement customer portal integration, self-service capabilities, and automated status notifications for service requests
- Apply service request escalation procedures, approval processes, and conversion to work orders for complex maintenance needs
- Analyze service request metrics including response times, resolution rates, and customer satisfaction to improve service delivery
- Design service request optimization strategies that enhance customer experience while maintaining operational efficiency
Service Level Agreements
- Configure SLA definitions, performance targets, and automated monitoring for maintenance service commitments
- Implement SLA tracking dashboards, breach notifications, and escalation procedures for service level management
- Apply SLA reporting and analytics to measure compliance, identify improvement opportunities, and support contract negotiations
- Develop strategic SLA frameworks that balance customer expectations with operational capabilities and cost constraints
6
Domain 6: Mobile Work Execution and Digital Operations
3 topics
Mobile Work Management
- Configure Maximo Mobile applications for offline work execution, data synchronization, and field technician workflows
- Implement mobile forms, electronic signatures, and photo capture capabilities for comprehensive work documentation
- Apply mobile asset scanning, inventory updates, and location tracking for accurate maintenance records
- Analyze mobile usage patterns, offline/online sync efficiency, and user adoption rates to optimize mobile deployment
- Design mobile-first maintenance strategies that leverage IoT integration and augmented reality for enhanced field operations
Inspections and Quality Management
- Configure inspection forms, measurement points, and pass/fail criteria for equipment condition assessments
- Implement automated inspection scheduling, result recording, and follow-up work order generation based on inspection outcomes
- Apply inspection data analytics to identify equipment degradation patterns and optimize maintenance intervals
- Develop inspection program strategies that integrate predictive maintenance insights with regulatory compliance requirements
Reporting and Analytics
- Create maintenance KPI dashboards, executive reports, and operational metrics using Maximo reporting tools
- Configure automated report scheduling, data visualization, and drill-down capabilities for maintenance performance analysis
- Apply advanced analytics including trend analysis, benchmarking, and predictive modeling for maintenance optimization
- Evaluate reporting effectiveness and data quality to ensure decision-makers have accurate, timely maintenance intelligence
- Design comprehensive analytics strategies that transform maintenance data into actionable business insights and competitive advantages
Scope
Included Topics
- All domains of S2000-026 IBM Certified Specialty - Maximo Manage v9 Work Management: Maximo work management specialty: work order lifecycle, approvals, assignments; preventive maintenance, condition-based maintenance, job plans; scheduling, dispatching, labor management; safety and ha.
- Exam-specific technical content covering zards, lock-out/tag-out, permits; service requests, service level agreements; mobile work execution, inspections, reporting..
Not Covered
- Topics outside the S2000-026 exam scope and other certification levels.
- Current pricing, promotional offers, and vendor-specific values that change over time.
- Implementation details for competing vendor products and platforms.
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