Attachment J-0200000-07-08-09 MAXIMO INFORMATION.XLSX
XLSX spreadsheet 74 KB Posted
- Solicitation number
- N4008027R1001
About this file
This file is a technical attachment containing MAXIMO system interface templates and field specifications for data submission related to facility management and asset tracking. The document provides three primary templates for the Naval Research Laboratory (NRL) Facility Support Services contract: Service Provider Information, Asset File Information, and Characteristic Meter Reading Information.
The Service Provider Information template (Attachment J-0200000-06) defines 35 required and optional data fields for work order management, including approved dates, work types, customer reference numbers, locations, reported-by information, status tracking, priority levels, labor hours and costs, material costs, asset assignments, supervisor and lead assignments, and scheduling dates. Work orders must be submitted in pipe-delimited format with required fields including work type, description, location, reported-by party, status, status date, priority, supervisor, labor hours/costs, and work center. The Asset File template (Attachment J-0200000-07) contains 35 fields for asset management covering asset numbers, descriptions, master system/system/subsystem classifications, locations, site IDs, work centers, asset types, inventory categories, costs, installation dates, status, manufacturers, and model information. The Characteristic Meter Reading template (Attachment J-0200000-08) specifies six required fields for recording facility condition assessments, including site identification, asset assignment, meter type, observation values (rated A-R for facilities or 1-5 for utilities), measurement dates, and inspector identification. All three templates require pipe-delimited text file format submissions with specific field lengths and validation against existing MAXIMO value lists prior to submission.
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1-Service Provider Info
ATTACHMENT J-0200000-06
SERVICE PROVIDER INFORMATION
| Interface: Service Provider | |
| VERSION #: | VQU1 |
| Current as of: | 18-Dec-17 |
| Version History |
| VQU1 - Updated to reflect current interface in MAXIMO |
| TABS | |
| 1-Service Provider Info | This Sheet |
| 2-Service Provider Field List | Service Provider Template Data Format Information |
| 3-Service Provider - Template | Sample Excel Format |
2-Service Provider Field List
ATTACHMENT J-0200000-06
SERVICE PROVIDER INFORMATION - FIELD LIST
| Interface: Service Provider | ||||
| VERSION #: VQU1 | ||||
| Current as of: 43087 | ||||
| Service Provider (BOSC1) is a pipe delimited file. | ||||
| Position | Name | Required | Length | |
| Limit | Data Format Note | Field Definition | Content Notes |
USMCMAX_FIELD
| 1 | Approved Date | Y | 10 | MM/DD/YYYY hh:mm:ss | The Date on which the Work Order was last approved. If the file contains an Approved Date, then this date will be pulled over to the record. |
| APPROVEDDATE | |||||
| 2 | Work Type | Y | 15 |
Must match Value List in Maximo.
| (Cross-walked field). Must match Crosswalk | Identifies the work order's type. | |||||||
| Example types are: preventive maintenance, corrective maintenance, emergency maintenance, capital project, and event report. | Value list in Maximo | WORKTYPE | ||||||
| 3 | Customer Reference Number | Y | 10 | Contractors internal work order tracking number. Will update Record if Value is found in Maximo otherwise new record (Work order) will be created. | SERVPRVREFCODE | |||
| 4 | Description | Y | 150 | Describes the work order. | ||||
| DESCRIPTION | ||||||||
| 5 | Location | Y | 30 | Must match Value List in Maximo | Identifies the work order's location. This is not necessarily the asset's location, however, if an asset is entered, its location will default here. | |||
| - If the Location is null, in the inbound file, then this field is defaulted to the site's base location. | Value list in REFERENCE SPREADSHEET | LOCATION | ||||||
| 6 | Reported By | Y | 62 | Must match Value List in Maximo | Identifies the person reporting the work order. | Value list in REFERENCE SPREADSHEET | REPORTEDBY | |
| 7 | Master System | N | N/A | Not used | N/A | |||
| 8 | Status | Y | 16 | (Cross-walked field.) | ||||
| Must match Crosswalk | Status of the work order, for example, in progress, waiting on material, waiting for approval, completed, or closed. | Value list in REFERENCE SPREADSHEET | STATUS | |||||
| 9 | Status Date | Y | 10 | MM/DD/YYYY hh:mm:ss | STATUSDATE | |||
| 10 | Priority | Y | 12 | (Cross-walked field.) | ||||
| Must match Crosswalk | Identifies the importance of the work order, from 0-999, where 0 is the lowest priority and 999 is the highest. If the Priority is null, in the inbound file, then this field is defaulted. | Value list in REFERENCE SPREADSHEET | WOPRIORITY | |||||
| 11 | Actual Start | N | 10 | MM/DD/YYYY hh:mm:ss | ACTSTART | |||
| 12 | Actual Finish | N | 10 | MM/DD/YYYY hh:mm:ss | ACTFINISH | |||
| 13 | Supervisor | Y | 30 | Must match Value List in Maximo | Value list in Maximo | SUPERVISOR | ||
| 14 | Labor Hours(Actual) | Y | 8 | Number (2 decimal places) | ACTLABHRS |
15 Labor Cost(Actual) Y 10 Number (2 decimal places) ACTLABCOST
16 Material Cost(Actual) Y 10 Number (2 decimal places) ACTMATCOST
| 17 | Duration | N | 8 | Number (2 decimal places) | Estimated remaining number of hours needed to complete the work. | ESTDUR | |
| 18 | Asset | Y | 25 | Must match an existing ASSETNUM in Maximo | The asset number used must exist in USMCMAX prior to submission, or the record will be rejected. | Value list in REFERENCE SPREADSHEET |
| ASSETNUM | ||||||||
| 19 | Target Finish | N | 10 | MM/DD/YYYY hh:mm:ss | TARGCOMPDATE | |||
| 20 | Target Start | N | 10 | MM/DD/YYYY hh:mm:ss | TARGSTARTDATE | |||
| 21 | Reported Date | Y | 10 | MM/DD/YYYY hh:mm:ss | REPORTDATE | |||
| 22 | Lead | Y | 30 | Must match Value List in Maximo | Lead person responsible for the work. | Value list in Maximo | LEAD | |
| 23 | Scheduled Start | N | 10 | MM/DD/YYYY hh:mm:ss | SCHEDSTART | |||
| 24 | Scheduled Finish | N | 10 | MM/DD/YYYY hh:mm:ss | SCHEDFINISH | |||
| 25 | Modified Date | Y | 10 | LEAVE BLANK | Leave blank/Do Not Use | Leave blank/Do Not Use | CHANGEDATE | |
| 26 | Modified By | Y | 30 | LEAVE BLANK | Leave blank/Do Not Use | Leave blank/Do Not Use | CHANGEBY | |
| 27 | PMNEXTDUEDATE | N | 4 | MM/DD/YYYY hh:mm:ss | PMNEXTDUEDATE | |||
| 28 | Is Task? | Y | 1 | Yes or No | ISTASK | |||
| 29 | Parent WO | N | 10 | Length Limit: 250 | Must exist in USMCMAX prior to submission or the record will be rejected. | Must exist in MAXIMO prior to submission or the record will be rejected. | PARENT | |
| 30 | Work Order | Y | 10 | Must match Value List in Maximo | Used in updating record status on existing records. | WONUM | ||
| 31 | Detail Location | N | 250 | DETAILLOC | ||||
| 32 | CLIN | N | 30 | Contract Line Item Number | CLIN | |||
| 33 | Customer Ref Code | N | 8 | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | CUSTOMERCODE | ||
| 34 | Sub Work Type | N | 15 | (Cross-walked field). | ||||
| Must match Crosswalk | Defaulted field based on the value of worktype | SUBWORKTYPE | ||||||
| 35 | Work Center | Y | 8 | Must match Value List in Maximo | Value list in Maximo | PERSONGROUP |
3-Service Provider-Template
| ATTACHMENT J-0200000-06 | ||
| SERVICE PROVIDER INFORMATION - TEMPLATE | ATTACHMENT J-0200000-07 |
SERVICE PROVIDER INFORMATION - TEMPLATE
| Interface: Service Provider |
| VERSION #: VQU1 |
| Current as of: 43087 |
| Position | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | |
| Name | Approved Date | Work Type | Customer Reference Number | Description | Location | Reported By | Master System | Status | Status Date | Priority | Actual Start | Actual Finish | Supervisor | Labor Hours | ||||||||||||||||||||||
| (Actual) | Labor Cost | |||||||||||||||||||||||||||||||||||
| (Actual) | Material Cost | |||||||||||||||||||||||||||||||||||
| (Actual) | Duration | Asset | Target Finish | Target Start | Reported Date | Lead | Scheduled Start | Scheduled Finish | Modified Date | Modified By | PMNEXTDUEDATE | Is Task? | Parent WO | Work Order | Detail Location | CLIN | Customer Ref Code | Sub Work Type | Work Center | |||||||||||||||||
| Required Field(s) | N | Y | Y | Y | Y | N | N | Y | Y | Y | N | N | N | Y | Y | Y | N | N | N | N | Y | N | N | N | Y | Y | N | Y | N | N | N | N | N | N | N |
NOTES:
• ONLY COLUMNs 1-35, and rows containing data should be be included in the FLAT-FILE SUBMISSION;
• Pipe Delimited (.txt) - | (Pipe is at the end of the column. Must have 35 PIPEs per row.)
1-Asset File Info
ATTACHMENT J-0200000-07
ASSET INFORMATION
| Interface: Asset File | |
| VERSION #: | V2 |
| Current as of: | 26 April 2017 |
| Version History |
| V1 - Updated to reflect current interface in MAXIMO |
| V2 - Added 3 additional fields (OPT): Asset Comment, PM Program & PM Plan |
| TABS | |
| 1-Asset File Info | This Sheet |
| 2-Asset File Field List | Asset Template Data Format Information |
| 3-Asset File - Template | Sample Excel Format |
2-Asset File Field List
ATTACHMENT J-0200000-07
ASSET FILE FIELD LIST
| Interface: Asset File |
| VERSION #:V2 |
| Current as of: 26 April 2017 |
| Position | Name | Required | Length | ||||
| Limit | Data Format Note | Content Notes | |||||
| MAXIMO Field Name | |||||||
| 1 | AssetNum | Y | 25 | ASSETNUM | |||
| 2 | Changed Date | N | MM/DD/YYYY | CHANGEDATE | |||
| 3 | Description | Y | 100 | DESCRIPTION | |||
| 4 | Long Description | N | 1,000 | LONGDESCRIPTION | |||
| 5 | Master System | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET. |
| POSITIONs 5,6,and 7 should not only be on the value list but be related in the UNIFORMAT Hierarchy: D30, D3010, D3010100 etc… | MASTERSYSTEM | ||||
| 6 | System | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET. |
| POSITIONs 5,6,and 7 should not only be on the value list but be related in the UNIFORMAT Hierarchy: D30, D3010, D3010100 etc… | SYSTEM | ||||
| 7 | Sub-System | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET. |
| POSITIONs 5,6,and 7 should not only be on the value list but be related in the UNIFORMAT Hierarchy: D30, D3010, D3010100 etc… | SUBSYSTEM | |||||
| 8 | Location | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | LOCATION | |
| 9 | Site ID | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET -or- | ||
| For this contract only: XXXXX | SITEID | |||||
| 10 | Work Center (Person Group) | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET -or- |
For this contract:
| - use the following identifier "XXXX" | PERSONGROUP | ||||||
| 11 | Asset Type | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | ASSETTYPE | ||
| 12 | Asset Quantity | N | Integer | QUANTITY | |||
| 13 | Inventory Category | Y | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | INVENTORYCATEGORY | ||
| 14 | Purchase Price | N | Integer | PURCHASEPRICE | |||
| 15 | Budgeted Cost | N | Integer | BUDGETCOST | |||
| 16 | Replacement Cost | Y | Integer | REPLACECOST | |||
| 17 | Meter Group | N | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | GROUPNAME | ||
| 18 | Belongs To (Parent) | N | Must match an existing ASSETNUM in Maximo. | Asset Number of Parent. The asset and its parent can't be created in the same file | PARENT | ||
| 19 | Contract Number | N | 25 | Appended to LONGDESCRIPTION | |||
| 20 | Task/Delivery Order Number | N | 25 | Appended to LONGDESCRIPTION | |||
| 21 | Drawing Reference ID | N | 25 | Appended to LONGDESCRIPTION | |||
| 22 | Warranty Expiration Date | N | MM/DD/YYYY | Appended to LONGDESCRIPTION | |||
| 23 | Status Date | N | LEAVE BLANK | Leave blank/Do Not Use | STATUSDATE | ||
| 24 | Installation Date | Y | MM/DD/YYYY | INSTALLDATE | |||
| 25 | Asset Status | N | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET -or- | |||
| "Operating" for NEW and "Decommissioned or DEA" for removed equipment | STATUS | ||||||
| 26 | CLASSSTRUCTUREID | N | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | CLASSSTRUCTUREID | ||
| 27 | Job Plan Code | N | 25 | Appended to LONGDESCRIPTION | |||
| 28 | Equipment Tag Number | N | 25 | Appended to LONGDESCRIPTION | |||
| 29 | Additional Loc Info | N | 250 | ADDLOCINFO | |||
| 30 | Manufacturer | N | Must match Value List in Maximo | Value list in REFERENCE SPREADSHEET | MANUFACTURER | ||
| 31 | Model Number | N | 25 | MODEL | |||
| 32 | Serial Number | N | 25 | SERIALNUM | |||
| 33 | Asset Comment | N | 100 | ASSETCOMMENT | |||
| 34 | Standard Eval Results | ||||||
| (PM Plan) | N | 15 | Values Depend on Asset Type (i.e. UTILITIES, FACILITIES) | Not required, but will default to N/A or NTE if left blank. Valid values determined by Asset Type (Position 11) | STANDARDEVAL | ||
| 35 | PM Standard Applies | ||||||
| (PM Program) | N | 15 | Values Depend on Asset Type (i.e. UTILITIES, FACILITIES) | Not required, but will default to N/A or NTE if left blank. Valid values determined by Asset Type (Position 11) | PMSTANDARD | ||
| N/A |
3-Asset File Template
| ATTACHMENT J-0200000-07 | ||
| ASSET FILE TEMPLATE | ATTACHMENT J-0200000-XX |
ASSET INFORMATION
| Interface: Asset File | ||||||||||||||||||||||||||||||||||||
| VERSION #: V2 | ||||||||||||||||||||||||||||||||||||
| Current as of: 26 April 2017 | ||||||||||||||||||||||||||||||||||||
| Position | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 | 28 | 29 | 30 | 31 | 32 | 33 | 34 | 35 | |
| Name | AssetNum | Changed Date | Description | Long Description | Master System | System | Sub-System | Location | Site ID | Work Center (Person Group) | Asset Type | Asset Quantity | Inventory Category | Purchase Price | Budgeted Cost | Replacement Cost | Meter Group | Belongs To (Parent) | Contract Number | Task/Delivery Order Number | Drawing Reference ID | Warranty Expiration Date | Status Date | Installation Date | Asset Status | CLASSSTRUCTUREID | Job Plan Code | Equipment Tag Number | Additional Loc Info | Manufacturer | Model | Serial # | Asset Comment | PM Plan | PM Program | |
| Required Field(s) | ||||||||||||||||||||||||||||||||||||
| (on new Asset) | Y | N | Y | N | Y | Y | Y | Y | Y | Y | Y | N | Y | N | N | Y | N | N | N | N | N | N | N | Y | N | N | N | N | N | N | N | N | N | N | N |
• ONLY COLUMNs 1-35, and rows containing data should be be included in the FLAT-FILE SUBMISSION;
• Pipe Delimited (.txt) - | (Pipe is at the end of the column, before the return. Must have 35 PIPEs per row.)
• New assets & asset updates (to different assets) can be completed at the same time. An asset can't be created and updated at the same time.
1-Characteristic Meter Info
ATTACHMENT J-0200000-08
CHARACTERISTIC METER READING INFORMATION
| Interface: Characteristic Meter Reading | |
| VERSION #: | v2 |
| Current as of: | 30 Sept 2016 |
| Version History |
| v1 - Updated to reflect current interface in MAXIMO (December 12, 2012) |
| v2 - Updated to relect Utilities (DI) values only range from 1 to 5, not 10 (Sept 30, 2016) |
| TABS | |
| 1-Characteristic Meter Reading Info | This Sheet |
| 2-Characteristic Meter Reading Field List | Characteristic Meter Reading Template Data Format Information |
| 3-Characteristic Meter Reading - Template | Sample Excel Format |
| 4-Observation Values | Valid Observation values as of 9/2016 |
2-Characteristic Meter Fields
ATTACHMENT J-0200000-08
CHARACTERISTIC METER READING INFORMATION - METER FIELDS
| Interface: Characteristic Meter Reading |
| VERSION #: v2 |
| Current as of: 30 Sept 2016 |
| Position | Name | Required | Length | |
| Limit | Data Format Note | Field Definition | Content Notes | NAVFAC |
MAXIMO_FIELD
(MEASUMENT / ASSETMETER)
See Note Below 1 Site Y 8 UPPER Must match Value List in Maximo Value list in REFERENCE SPREADSHEET
| SITEID / SITEID | ||||||
| 2 | Asset | Y | 25 | Must match an existing ASSETNUM in Maximo | The asset number used must exist in MAXIMO prior to submission, or the record will be rejected. | Value list in REFERENCE SPREADSHEET |
| ASSETNUM / ASSETNUM | ||||||
| 3 | Meter | Y | 15 | UPPER | The value listed in the third position must be an existing, valid Maximo DCR or UCR meter. | Value list in REFERENCE SPREADSHEET |
METER NAME /
METER NAME
| 4 | Observation | Y | 254 | ALN | Last Reading/Observation value. Must be a valid value in MAXIMO | Value must match existing value in Maximo list. Current value list included on | ||
| Tab 4 - Observation Values | OBSERVATION / LASTREADING | |||||||
| 5 | Measurement Date | Y | 10 | MM/DD/YYYY hh:mm:ss | Date Observation was recorded | MEASUREDATE / LASTREADINGDATE | ||
| 6 | Inspector | Y | 30 | Must match Value List in Maximo | Identifies the person reporting the observation | Value list in REFERENCE SPREADSHEET |
INSPECTOR / LASTREADINGINSPCTR
NOTE (MAXIMO/FIELD):
The observation information is filed in one of two locations. If the observation is the MOST CURRENT reading (by Measurement Date) - it is filed in the MEASUREMENT Table. If the data when received is not the most current, it is filed in the ASSETMETER Table. The filing location is irrelevant to the inteface use, but this information is provided to prevent confusion when reviewing the data in Maximo.
When reviewing the data in Maximo (after processing) - If the meter reading being imported is newer than the last reading applied to the Assets record, a new meter reading entry will also be added to the Assets record’s Meter tab. If the imported record is older than the last reading, it will only be visible in the (Select Action) “Manager Meter Reading History” dialog box, “Characteristic Meter Readings” tab.
3-Characteristic Meter Template
ATTACHMENT J-0200000-08
CHARACTERISTIC METER READING INFORMATION - TEMPLATE
| Interface: Characteristic Meter Reading |
| VERSION #: v2 |
| Current as of: 30 Sept 2016 |
| Position | 1 | 2 | 3 | 4 | 5 | 6 |
| Name | Site | Asset | Meter | Observation | Measurement Date | Inspector |
| Required Field(s) | Y | Y | Y | Y | Y | Y |
• ONLY POSITIONs 1-6, and rows containing data should be be included in the FLAT-FILE SUBMISSION;
• Pipe Delimited (.txt) - | (Pipe is at the end of the column. Must have 7 PIPEs per row. Last PIPE indicates end of line (EOL))
4-Observation Values
| ATTACHMENT J-0200000-08 | ||
| CHARACTERISTIC METER READING INFORMATION - OBSERVATION VALUES | ATTACHMENT J-0200000-XX |
CHARACTERISTIC METER READING INFORMATION
| Interface: Characteristic Meter Reading |
| VERSION #: v2 |
| Current as of: 30 Sept 2016 |
| OBSERVATION VALUES |
| FACILITIES (DCR): | |
| A | (Amber) |
| A+ | (Amber Plus) |
| A- | (Amber Minus) |
| G | (Green) |
| G+ | (Green Plus) |
| G- | (Green Minus) |
| R | (Red) |
| R+ | (Red Plus) |
| R- | (Red Minus) |
| UTILITIES (UCR): | |
| 1 | (Best/Highest CI Ranking) |
| 2 | |
| 3 | |
| 4 | |
| 5 | (Worst/Lowest CI Ranking) |
File details come from the government source that posted it. Updated .