NMD Maximo Implementation Training Manual - … For Work Training Manual_Contractors... · NMD -...

NMD - Maximo Implementation Training Manual

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NMD – Maximo Implementation Training Manual


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NMD Business Context Diagram


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Role NMD- Application For Work Process

Contractor Access Transco portal, go to ‘ About us’ and click on the link ‘Registration For Application For Works’


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Contractor System will display the following screen with a request number and you will need to specify the required information. Note1: Please enter the company code that was given to you by ADWEA commercial directory upon successful registration. Note2: Coordinator, email, and phone details should be of a person from your company that can be reached and contacted by TRANSCO for any details submitted through registration.


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Contractor In order to add the list of competent persons that will be required to access the Application For Works, please click on ‘ Add Authorized User’ and start specifying the required details of the competent person: Note: There is no limit on the number of users that can be listed for accessing Application For Works.


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Contractor Once all the required details are entered and all authorized users are listed, you can click on ‘Submit’ button and your profile will be submitted to TRANSCO for review and approval of your request. Note1: It is entirely up to TRANSCO to approve or reject your request, system will send an email notification to you once the request is Accepted or Rejected. Note2: If your request is accepted, system will send email along with the User ID and Passwords to all the authorized users.


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Role Creating and Submitting Application For Work

Contractor Access your email that you have received from TRANSCO, click on the link and log in to Maximo.

Contractor Once you are successfully logged in, system will display the following page, the right column ‘Inbox/Assignments’ will display all the assignments that are sent to you by TRANSCO or the Consultant through workflow. Note: Please log in to maximo and the ‘Inbox/Assignments’ column every day.


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Contractor Click on ‘Application For Works’ displayed on the Left Side of the start center (Home page).

Contractor System will display the Application For Works and will default to the ‘LIST’ tab view of the Application. This tab will allow you search all your old and existing applications by entering the required criteria into the available fields.


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Contractor Click on New Application For Works icon in order to create a new Application Note: System will generate a Unique number for each application that is created and the initial status of the application will be ‘NEW’.


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Contractor System will display the main page of the application, please specify all the required information and save the records.

Note1: All required fields are marked by red asterisk ( ) Note2: Please scroll down in order to view all the required fields including the target start and end date.


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Contractor In order to Add the required documents, click on ‘Attachments’ displayed on the top right corner of the screen:


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Contractor

Once all the required information is entered, please click on Route Workflow ( ). System will display following options : 1. Send to Consultant for review (choose this option if an application is requires a review from a consultant). 2. Sent to TRANSCO for review & approval (choose this option if you would like to send an application to TRANSCO

directly without sending it to the consultant). 3. Cancel Application For Works. (Choose this option if an application is no longer valid and will not be used).

NOTE: All Applications related to PROJECT can only be submitted by the contractor if the Target Start Date of the work is greater than 7 DAYS from the current date.


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Contractor If you choose send to consultant, system will send the record to the assigned consultant. You can click on ‘Select Action’, ‘WORKFLOW’, ‘View Workflow Assignment ‘ and system will confirm that the record is routed to the Consultant.


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Consultant Log in to Maximo and click on the description of the assignment displayed in the ‘Inbox/Assignment’ column of your Start Center. NOTE: All Applications related to PROJECT can only be submitted by the consultant to TRANSCO if the Target Start Date of the work is greater than 5 DAYS from the current date.


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Consultant System will display the Application and its details submitted by the contractor. Review the application and route the workflow

( )and choose from the options displayed by the system


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Consultant Choose ‘send application to authorize person in TRANSCO’, click OK and system will send the application to specified engineer in TRANSCO for review and approval. Note: Status of the Application will be changed to ‘INPRG’(In Progress).


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TRANSCO Authorize person in TRANCO will review the application and will have following options :

1. Approve Application. ( If an application is approved, system will send an email notification to the contractor) 2. Send back to Contractor for changes. (If an application is send back, contractor will be required to apply the

necessary updates and route the workflow again). 3. Cancel Application. (Application will be cancelled and will no longer be valid).

NMD Maximo Implementation Training Manual - … For Work Training Manual_Contractors... · NMD -...

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