Maximo Oil and Gas and HSE Manager 7.6.1 provide new and enhanced capabilities for managing health, safety, environmental and operational processes in the oil and gas industry. Key new features include improvements to incident management, risk assessment, certifications management, and new applications for operator logs, log books, isolation management and an incident reporter mobile app. The release aims to help customers improve operational performance and regulatory compliance.

1. © 2016 IBM Corporation
Russell Bee Lead Product Architect
STSM, Maximo Design and Architecture
Maximo Oil and Gas 7.6
Maximo HSE Manager 7.6
Overview and roadmap

2. The information on the new product is intended to outline our general
product direction and it should not be relied on in making a purchasing
decision. The information on the new product is for informational purposes
only and may not be incorporated into any contract. The information on the
new product is not a commitment, promise, or legal obligation to deliver any
material, code or functionality. The development, release, and timing of any
features or functionality described for our products remains at our sole
discretion.
THE INFORMATION PROVIDED IN THIS DOCUMENT IS DISTRIBUTED “AS IS”
WITHOUT ANY WARRANTY, EITHER EXPRESS OR IMPLIED. IBM EXPRESSLY
DISCLAIMS ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A
PARTICULAR PURPOSE OR NON-INFRINGEMENT

3. Maximo for Oil and Gas/HSE Manager – Capability
Summary
3
Release 7.1.0 Release 7.1.1
All future release dates are estimates and specific content is subject to change.
Maximo 7.1 Maximo 7.1
Release 7.1.2
Maximo 7.1
GA: Sep 28, 2008 GA: Dec 2009 GA: Nov. 2010
• Location and Work Details
• Prioritization Matrix
• Condition for Work
• Regulations
• Incidents
• Defects
• Investigations
• Solutions
• Improvements
• Benefits and Losses
• Management of Change
• Action Tracking
• Standard Actions
• ISO14224 Failure Codes & Specs*
• Control of Work
• Permit and Certificate Types
• Risk Analysis
• Risk Matrices
• Operator’s Log
• Standard Action Groups
• Maximo Spatial Integration
• Support for MIMOSA
• Miscellaneous enhancements
•Hazards
•MOC Risks and Projects
•Target Availability
•Legacy Tag
•Bad Actor Dialog
•Service Request (Oil)
• Operating Policies
• Operating Procedures
• Operator Tasks
• Cause Analysis/FMECA
• Material Inspection
• Operator Log Enhancements
• Scheduler integration
• MOC enhancements
• Run Log*
• Drilling and Completion*
• Miscellaneous enhancements
•Extra failure fields
•Incident impact
•Regulations extra where used
* Maximo Oil and Gas only

4. Maximo for Oil and Gas/HSE Manager – Capability
Summary
4
Release 7.5.0 Release 7.5.1
Maximo 7.5 Maximo 7.5
Release 7.6
Maximo 7.6
GA: August 30 2011 GA: March 15 2013 GA Dec 4th 2015:
• Non-conformances
• ISO I4224 Failure Mechanism
• ISO14224 Sub unit/maint item
• Multiple persons on Incident
• Classification of risk assessments
• Item Master on MOC
• Add Regulation to Incidents
• Qualifications link to certificates
• Qualification verification on Labour
• Editable fields on People
• Incidents & Investigations enh.
• Bypass Management
• Chemical Mgt.
• Operational Risk Assessment
• Permit to Work enh.
• Asset & Location registers
• Certification Templates
• Audit Enhancements
• Quality & Defect enh.
• Repeatable Standard Actions
• MOC PSSR
Permit to Work
Audit and Survey
Certifications
Location profiles
Preparation Activities
Daily Operations Report
Miscellaneous enhancements
 Incidents
 Test results
 Regulations
 Risk Assessment
 Failure Reporting
 MOC
 Operator Log

5. Maximo for Oil and Gas/HSE Manager – Capability
Summary
5
Release 7.6.1
Maximo 7.6
GA: Q4 2016
• Shift handover
• Log Book
• Related Operator Logs
• Operational Actions
• Action Tracking change to Class
• Safety Bulletins
• Safety Meetings
• Incident Reporter
• Support for OSHA style reporting
• Environmental management
• Permit to Work process enh.
• Risk Assessment Hazard Review
• Certifications enhancements
• Location and Asset FMECA
• Human Factor Analysis

6. Key New Features planned
Maximo Oil and Gas 7.6.1, Maximo Health, Safety, & Environment Manager 7.6.1
6
Feature Area Features
Action Tracking • Action Tracking now a Work Order Class
• New Safety Bulletin tab
• New Safety Meeting tab
• New crossover domain for Create Action on originating applications allows ability to edit description.
Audit and Survey • Likert scale fields added to audit
• Create Certification action
• Findings category
• Group Email function for Audit Team
• Create Audit on Service Request
Bypass Management • Template capability
Certifications • Multiple Locations
• Related Certifications
• Certification extensions
• Regulatory Permit tab
• Review Actions
• Additional date and reference fields
• Create audit action
Environmental Management • Environmentally Critical Elements
• Aspects and Impacts support in Risk Assessment, Hazards, Precautions and Risk Matrix
• Environmental consents
• Emission reports
Failure Analysis • FMECA capability added to Assets and Locations
• Review Actions added to Assets and Locations to support criticality analysis and failure analysis actions

7. Key New Features planned
Maximo Oil and Gas 7.6.1, Maximo Health, Safety, & Environment Manager 7.6.1
7
Feature Area Features
Incidents • New Ticket Template clone
• New Incident Reporter Anywhere app
• OSHA style reports and supporting data structures
• Self Service Create Incident and Review Incidents
Investigations • Review Actions
• Human factors analysis
Location Profile • New Hours Worked tab
Locations and Assets • Leaking state fields
• Calculations tab to support a general calculation capability
• View Operator Log Details
MOC • Closure Actions
• MOC Template
• WO deferral
• MOC KPIs and saved queries
• Improved filtering and comments capability on Pre Start and Post Start Actions
Operator Log • Shift handover and carry over
• New Log Book application
• Related Operator Logs
• Log entry level actions
• Regulatory Log entries
• View Operator Log details on Assets and Locations
Operational Actions • A new application to manage standard actions from multiple different applications from a single place
• Supports Start Center action management

8. Key New Features planned
Maximo Oil and Gas 7.6.1, Maximo Health, Safety, & Environment Manager 7.6.1
8
Feature Area Features
Risk Assessment • Hazard Review
• Populate WO from Location Risk Assessment
• Support for risk assessment of an asset
• Group Email function for Risk Assessment Team
Permit to Work • New Isolation Management application
• Multiple site checks
• Countersignatures
• Hazard Review
• New statuses for isolation
• Suspend action
• Multiple area authorization on Permit/Person
• New options for automated status changed
• New option for automated common isolation check
• Permit to Work related KPIs
Work Management • Review Actions
• Job Plan production impact
• Regulations on PM
• Job Plan and WO supplementary risk assessments
• Operating Policy on WO
• Regulations on Item Master
• PM Certification field

9. Maximo Oil and Gas/HSE Manager 7.6.1 business
processes (planned new capability shown in red)
Operations
Management
Asset & Work
Management
Control of
Work
HSE Management Management
of Change
Quality
Management
Drilling and Well
Management
Manage operator
logs
Shift handover
Production loss
reporting
Define operating
policies and
procedures
Bypass
Management
Asset
management
Defect
Management
Risk
Management
Permit to Work
Incident
Management
Investigation
Management
Continuous
Improvement
Management
of
Change
Regulatory
Compliance
Competency
Management
Drilling
and Completion
Manage
Run Logs
Managing
non-conformance
Major Business Processes
DetailedBusinessProcesses
Safety
Quality
Compliance
Isolation
Management
Audit
Management
Work
Management
Turnaround
management
Hazard
Management
Managing
Operational
Actions
Failure
management
Managing
Corrective Action
Knowledge
Management
Capturing
Knowledge
Identifying
Solutions
Maximo Oil
and Gas only
Managing
regulatory permits
and environmental
Consents
Managing Supply
Chain Quality
Construction and
Commissioning
Management
Incident Reporter

10. Maximo Oil and Gas/HSE Manager Business Process Map
in Blueworks Live

11. Maximo Oil and Gas/HSE Manager 7.6.1 Module
and Application Structure
Assets InventoryChange (Oil) Operations PlanningPlanning Purchasing
New apps
Location Profile
Cloned apps
Assets
Locations
Cloned apps
Item Master
New apps
Operator Log
Log Book
Operator
Tasks
Operating
Policies
Operating
Procedures
Bypass
Management
Operational
Actions
New apps
MOC Request
MOC
Improvements
New apps
Action
Tracking
Cloned apps
Hazards
Precautions
Lock Out/
Tag Out Plan
New apps
Permit and
Cert Types
Permit
to Work
Risk
Assessment
Risk Matrix
Isolation
Management
Cloned apps
Job Plans
Routes
Cloned apps
Incidents
Service
Requests
Solutions
Ticket
Templates
Create
Incident
Review
Incidents
Cloned apps
Work Order
Tracking
New apps
Asset List
Condition
for Work
Regulatory
Compliance
Prioritization
Matrix
Benefits and
Losses
Standard
Actions
Standard
Action
Groups
Cloned apps
Preventive
Maintenance
Preventive
Maintenance
Cloned apps
Purchase
Requests
Purchase
Orders
Key
New apps
Certifications
Audits
Defects
Investigations
Safety and
Quality
Management
Work Orders
Safety
sub module
New apps
Oil and Gas
Run Log
New apps
Oil and Gas
Drilling and
Completion
Module
New application
Cloned application
Oil and Gas only
Mobile
(Anywhere)
Incident
Reporter

12. Examples of some of the possible interactions in
Maximo Oil and Gas and Maximo HSE Manager 7.6.1
Work Order
Tracking
Operating
Procedures
Operator
Log
Operational
Actions
Failure
Reporting
Benefits
& Losses
Operating
Policy
Defects
Risk
Assessment
Risk
Matrix
Incident
Management
Investigations
Improvements
Management
of
Change
Regulatory
Compliance
Action
Tracking
People
Solutions
Certifications
Permit
To Work
Audit and
Survey
Note: Blue boxes show
Applications
Bypass
Management
Log Book

13. What is Maximo Oil and Gas/HSE Manager?
Capability Benefit
Incidents Addresses the continuous need for customers to improve operational performance by
creating, reviewing, and analyzing incidents. Includes Self Service Create and Review
Incidents. A mobile Incident Reporter application is also included
Investigations Allows customers to identify the root cause of problems arising from incidents on their plants
that may be safety, environmental, or production related.
Management
of Change
Allows customers to support change requirements in a more robust way with multiple levels
of reviews/approvals, authorization of change, pre and post start actions
Defects,
Non-Conformance
Provides non-conformance management capabilities designed to automate, manage, and
streamline for identifying, evaluating, reviewing, and handling on non-conforming
engineering specifications, materials, components, parts and processes.
Regulatory
Compliance
Identifies regulatory compliance against assets and locations and associates job plans and
work orders to these regulations to ensure compliance – significantly reducing the costs
associated with compliance

14. What is Maximo Oil and Gas/HSE Manager?
Capability Benefit
Operating
Procedures
Capabilities for documented, step-by-step operating procedures
Operating
Policy
Governance application for structuring your operating policy
Risk
Assessment
Iterative document that links all associated Health, Safety and Environment activities and
organizational data. Allows customers to analyze the risks associated with work carried out
through the Maximo products, identifying hazards and defining the impact ranking
Risk
Matrix
An application that models both probability and consequences of events supporting risk
management processes
Improvements Manages continuous improvement programs like Six Sigma or similar methodologies

15. What is Maximo Oil and Gas/HSE Manager?
Capability Benefit
People
(Competency
Extensions)
Improves competency assurance through capabilities for adding, modifying, and updating
competencies of the workforce
Operators
Log
Electronic log used by shift operators for recording and qualifying events which occur
during an individuals shift watch
People
(Certification)
Tracking
Complete history of all personnel job roles, certifications, training and current qualifications
Action
Tracking
Allows customers to track statutory implications to ensure certain types of work and
actions are completed by the agreed dates
Benefits &
Losses
Captures benefits/losses associated with improvements or costs associated with incidents,
failures, survey/audit findings

16. What is Maximo Oil and Gas/HSE Manager?
Capability Benefit
Failure
Reporting
Reporting mechanism for capturing metrics to support consistent Failure Reporting and
Corrective Action process (FRACAS)
Solutions Searchable learning repository associated with lessons learned, or with proven solutions
having a safety, operational, maintenance or engineering context
Defects Integrated approach to manage or eliminate defects
Bypass
Management
Use to manage bypass operations, also known as inhibits, or overrides, for safety related systems
such as Emergency Shutdown, Fire and Gas Systems, Alarm Panels and soft alarms on DCS
systems.
It can also be used to manage bypasses of mechanical systems such as sprinklers.
A further use case is management of security system bypasses.

17. Capability Benefit
Certifications A certification record contains the details that are used to verify that standards for assets or
locations are met. They can also be used to make sure that personnel are qualified for specialized
tasks.
Location
Profile
Location profiles contain information on production data. You can use location profiles to reduce
the production losses that can result from planned or unplanned maintenance shutdowns.
Preparation
Activities
An application to manage the preparation activities that are associated with different phases of
scheduled work packages. Preparation activities are tasks that are usually carried out either
before assets are put into operation or in preparation for a plant turnaround.
Lock Out/
Tag Out Plan
Lock out and tag out operations specify a plan of isolation for assets or locations to ensure the
safety of the plant. The plans describe how to remove work assets from service and place them
back into service
Permit to Work A permit to work provides for the effective management of hazards in the work place. The permit
to work is frequently used with one or more work orders. You can also generate a permit to work
based on an existing work order or task.
Audit and Survey Audits are used to evaluate compliance with industry-related regulations or with internal
regulations. You can use either audits or surveys to evaluate locations and assets for regulatory
compliance.
What is Maximo Oil and Gas/HSE Manager?
BE
PREPARED!

18. Capability Benefit
Operational
Actions
Consolidates standard actions across multiple different applications. Supports the sign-off of
completion of actions in a single place. Allows standard actions to be added to a Start Center
Log Book Provides a way to bring together individual operator logs into a Log Book. Supports the shift
handover process.
Isolation
Management
Supports the scenario where customers want to manage isolation separately from a permit. Fully
integrated with permit to work if required.
Incident Reporter A Maximo Anywhere based mobile application to report an incident, hazard or safety observation.
Supports disconnected operation. Also provides the ability to view your reported incidents from
the mobile device
Certifications
(Environmental
Consents)
Extension of Certification application to support the management of environmental consents and
regulatory permits.
Assets & Locations
(FMECA
Criticality)
Extensions to Assets and Locations to provide failure mode analysis and criticality analysis.
What is Maximo Oil and Gas/HSE Manager?