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Valueztech – Maximising Asset Intelligence
DIT SA Enterprise Training – Interactive Live Dashboard
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Create the foundational organisational structure for DIT SA in Maximo, including the organisation, GL accounts, sites, people, labour, crafts, calendars, shifts, and work zones.
Create the DITSA organisation record as the top-level legal/financial entity.
Go To > Administration > OrganisationsNew Organization toolbar icon (page-with-# icon) or use Select Action > Insert OrganizationDITSA • Description: Department of Infrastructure and Transport SA • Base Currency 1: AUD (auto-resolves to Australian Dollar)DITSET1 • If it doesn't exist, click detail menu → Create New Item Set • Description: DIT SA Item SetDITCOMP1 • Create if needed • Description: DIT SA Company SetAlt+Enter) • Leave other values as defaultSet up GL accounts via Chart of Accounts, then activate the DITSA organisation.
Go To > Financial > Chart of Accounts • Prerequisite: GL segments must be defined at system level via Database Configuration > GL Account ConfigurationDITSA • Select Action > GL Component Maintenance • Click row for SEGMENT1 • Click New Row • Value: DFSG1, Description: Default Segment 1DFSG2) and SEGMENT3 (DFSG3) • Click OK to saveNew Row • Use GL Account lookup to select default component values • SaveOrganisations app • Open DITSA • Select Clearing Account using lookup • SaveActive checkbox • SaveDIT SA operates across three regional districts. Create a site for each.
| Site | Description | Address |
|---|---|---|
| METRO | DIT SA Metropolitan District | 136 North Terrace, Adelaide SA 5000 |
| NORTH | DIT SA Northern District | 8 Stirling Road, Port Augusta SA 5700 |
| SOUTH | DIT SA Southern District | 23 Commercial Road, Mount Gambier SA 5290 |
Sites tabNew Row • Site: METRO • Description: DIT SA Metropolitan District • Address: 136 North Terrace, Adelaide • State: SA • Postal: 5000 • Country: AUAlt+Enter)Configure your user profile with the correct default site, language, locale, and timezone.
Profile icon (beside Sign Out) → select Default InformationMETRO as Default SiteEN • Locale: en_AU • Timezone: Australia/Adelaide • Calendar Type: GregorianOK to saveCreate a standard DIT SA work calendar with day and afternoon shifts.
Go To > Administration > CalendarsNew Calendar • Calendar: DITSACAL • Description: DIT SA Standard Work Calendar • Organisation: DITSASelect Action > Define/Apply Shifts • New Row • Shift: DAY • 7-day pattern • Define Shift Pattern: Mon–Fri, 6 AM to 2 PMAFT • 7-day pattern • Define Shift Pattern: Mon–Fri, 2 PM to 10 PMNew Row • Date: 25-Dec-2026 • Description: Christmas DayWork Zones represent DIT SA's operational districts for dispatching.
Go To > Administration > Resources > Work Zones • Site: METRO • New Row • Work Zone: METRO-WZ • Description: Metropolitan Dispatch ZoneNORTH • New Row: NORTH-WZ • Description: Northern District Dispatch Zone • SaveSOUTH • New Row: SOUTH-WZ • Description: Southern District Dispatch Zone • SaveCreate two people with labour records, configure crafts with associated labour, and create a person group.
| Field | Person 1: Sarah Mitchell | Person 2: James Nguyen |
|---|---|---|
| Person ID | SMITCHELL | JNGUYEN |
| Role | Maintenance Supervisor | Road Maintenance Technician |
| Craft | SUPV @ $95/hr | RDTECH @ $72/hr |
| s.mitchell@ditsa.sa.gov.au | j.nguyen@ditsa.sa.gov.au | |
| Supervisor? | Yes | No |
| Work Zone | METRO-WZ | METRO-WZ |
Go To > Administration > Resources > Crafts • New Row • Craft: SUPV • Description: Maintenance Supervisor • Standard Rate: 95.00RDTECH • Description: Road Maintenance Technician • Standard Rate: 72.00 • Save bothGo To > Administration > Resources > People • New Person • Person ID: SMITCHELL • First: Sarah • Last: Mitchell • Phone: 08 8343 2100 • Email: s.mitchell@ditsa.sa.gov.au • Check Supervisor • SaveGo To > Administration > Resources > Labor • New Labor • Org: DITSA • Labor auto-fills as SMITCHELL • Craft: SUPV • Work Zone: METRO-WZ • SaveAssociated Labor tab • New Row to associate SMITCHELL • SaveRDTECH • Work Zone: METRO-WZAssociated Labor tab • New Row to associate JNGUYEN • SaveDITSACAL • Shift: DAY • SaveGo To > Administration > Resources > Person Groups • New Row • Group: METROSUPV • Description: Metro District Supervisors • Add SMITCHELL as default member • SaveBuild a complete location hierarchy for the Port River Expressway corridor, create classifications with specification attributes, establish assets and networks, configure meters, and set up failure codes.
Set up three classifications for DIT SA's transport assets with specification attributes. Classifications turn a bare asset register into queryable data.
Go To > Administration > Classifications • New Classification • Classification: ROAD-CORRIDOR • Description: Road transport corridor • Org: DITSA • Use With: LOCATIONS • SaveCORRIDOR-CLASS (Arterial/Collector/Local, ALN) • New Row: ROAD-AUTHORITY (Managing Road authority, ALN) • SaveNew Classification • ROAD-SEGMENT • Description: Road segment between two waypoints • Parent: ROAD-CORRIDOR • Use With: LOCATIONS • SaveSURFACE-TYPE (Asphalt/Concrete/Spray Seal, ALN) • New Row: SEGMENT-NOTES (Free-text, ALN) • SaveNew Classification • BRIDGE • Description: Bridge structure • Org: DITSA • Use With: add LOCATIONS and ASSETS (two rows) • SaveBRIDGE-TYPE (Girder/Arch/Opening-Span/Culvert, ALN) • New Row: DECK-MATERIAL (Concrete/Steel/Timber, ALN) • SaveCreate a corridor with child locations, apply classifications, create a system for locations, and associate the system to each location using the parent table.
| Location | Description | Parent | Classification |
|---|---|---|---|
| PRE-CORR | Port River Expressway Corridor | (top level) | ROAD-CORRIDOR |
| PRE-SEG01 | Segment 1: Port Adelaide to Wingfield | PRE-CORR | ROAD-SEGMENT |
| PRE-SEG02 | Segment 2: Wingfield to Regency Park | PRE-CORR | ROAD-SEGMENT |
| PRE-BRG01 | Port River Bridges – Opening Span | PRE-CORR | BRIDGE |
| PRE-DEPOT | Port River Maintenance Depot | PRE-CORR | — |
Go To > Assets > Locations • Site: METRO • New Location • Location: PRE-CORR • Description: Port River Expressway Corridor • Type: OPERATINGROAD-CORRIDOR • CORRIDOR-CLASS = ARTERIAL • ROAD-AUTHORITY = DIT SA • Save • Change Status → OPERATINGLocations app, click Manage System (toolbar or Select Action menu) • Click New Row • System: ROADNET • Description: Port River Expressway Road Network • Note: The first system created must be set as the Primary System • SavePRE-CORR • Use Associate System (Select Action menu) to add ROADNET to this location • SaveNew Location • PRE-SEG01 • Work Zone: METRO-WZ • Specs tab: Classification ROAD-SEGMENT • SURFACE-TYPE = ASPHALT • SEGMENT-NOTES = Port Adelaide to Wingfield • Use Associate System to add ROADNET • In the Parent table, set Parent to PRE-CORR • SavePRE-SEG02 • Classification: ROAD-SEGMENT • SURFACE-TYPE = ASPHALT • SEGMENT-NOTES = Wingfield to Regency Park • Associate System → ROADNET • Parent table: PRE-CORR • SaveNew Location • PRE-BRG01 • Work Zone: METRO-WZ • Specs: BRIDGE • BRIDGE-TYPE = OPENING-SPAN • DECK-MATERIAL = STEEL • Associate System → ROADNET • Parent table: PRE-CORR • SaveNew Location • PRE-DEPOT • Description: Port River Maintenance Depot • Work Zone: METRO-WZ • Associate System → ROADNET • Parent table: PRE-CORR • SaveChildren tab • Verify all 4 child locations are displayed and connected via ROADNET systemCreate infrastructure assets installed at the locations. Apply BRIDGE classification to the bridge mechanism asset.
| Asset | Description | Location | Parent Asset | Priority |
|---|---|---|---|---|
| BRG-MECH-001 | Bridge Opening Mechanism | PRE-BRG01 | — | 1 |
| TSC-001 | Traffic Signal Controller | PRE-BRG01 | BRG-MECH-001 | 2 |
| SURF-SENS-001 | Road Surface Condition Sensor | PRE-SEG01 | — | 3 |
Go To > Assets > Assets • Site: METRO • New Asset • Asset: BRG-MECH-001 • Type: FACILITY • Location: PRE-BRG01 • Priority: 1 • Criticality: 1 • Specifications tab: Classification BRIDGE • BRIDGE-TYPE = OPENING-SPAN • DECK-MATERIAL = STEEL • Save • Change Status → OPERATINGNew Asset • Asset: TSC-001 • Description: Traffic Signal Controller – Bridge Approach • Type: IT • Location: PRE-BRG01 • Parent: BRG-MECH-001 • Priority: 2 • SaveNew Asset • Asset: SURF-SENS-001 • Description: Road Surface Condition Sensor – Segment 1 • Type: IT • Location: PRE-SEG01 • Priority: 3 • SaveAdd meters to track asset usage and condition over time.
Go To > Assets > Meters • New Meter • Meter: OPENHOURS • Description: Bridge Opening Hours (cumulative) • Type: CONTINUOUS • UOM: HOURSNew Meter • STRCONDIDX • Description: Structural Condition Index • Type: GAUGE • UOM: INDEX (1–10 scale)New Meter • VISRATING • Description: Visual Inspection Rating • Type: CHARACTERISTIC • Domain values: Good, Fair, Poor • Save allBRG-MECH-001 • Meters tab • Add OPENHOURS (Active) • Add STRCONDIDX (Active)New Readings • Reading: 1250.00 • STRCONDIDX: Reading: 7.5 • SaveCreate a failure hierarchy for bridge infrastructure assets with Problem-Cause-Remedy chains.
Go To > Assets > Failure Codes • New Failure Code • Failure Code: BRGFAIL • Description: Bridge Infrastructure FailuresEXCESSIVE-VIB (Excessive Vibration) • Causes table: BEARING-WEAR (Bearing Wear and Degradation) • Remedies table: REPLACE-BEARING (Replace Bearing Assembly)SURFACE-CRACK (Deck Surface Cracking) • Cause: THERMAL-EXP (Thermal Expansion Damage) • Remedy: SURFACE-TREAT (Apply Surface Treatment) • SaveBRG-MECH-001 • Set Failure Class: BRGFAIL • SaveCreate a Job Plan, generate a Work Order against the bridge asset, walk through the complete WO lifecycle (WAPPR → APPR → INPRG → COMP → CLOSE), configure Preventive Maintenance, and build an Inspection Form.
Job Plans are reusable work templates. Create one for a standard bridge mechanism inspection.
Go To > Planning > Job Plans • New Job Plan • JP: BRGINSP01 • Description: Bridge Opening Mechanism – Quarterly Inspection • Site: METRO • Duration: 4 HoursLabor sub-tab • New Row: Craft RDTECH, Qty 1, Hours 4 • New Row: Craft SUPV, Qty 1, Hours 1Materials sub-tab • New Row • Item: LUBGREASE-01 • Quantity: 210 – Visually inspect bridge mechanism • Task 20 – Lubricate moving parts • Task 30 – Record meter readingsSelect Action > Change Status > Active • Click OK • SaveCreate a work order and walk it through the full lifecycle: WAPPR → APPR → INPRG → COMP → CLOSE
Go To > Work Orders > Work Order Tracking • New Work Order • Description: Quarterly Inspection – Port River Bridge Opening Mechanism • Asset: BRG-MECH-001 (Location auto-fills) • Work Type: PM • Priority: 2 • Set Target Start/Finish datesBRGINSP01 • Tab out • Click Yes to apply tasks and resources • Verify Plans tab: Labour (RDTECH 4h + SUPV 1h), Materials (LUBGREASE x2), Tasks (10, 20, 30) • SaveChange Status > Approved (APPR) • Click OK • Approved Date auto-setAssignments tab • New Row • Labour: JNGUYEN • Craft: RDTECH • Set Schedule Start/Finish • SaveChange Status > In Progress (INPRG) • Click OKActuals tab • Labour sub-tab • New Row: JNGUYEN, RDTECH, 3.5 hrs, Start 07:00, Finish 10:30 • New Row: SMITCHELL, SUPV, 0.5 hrsFailure Reporting tab • Failure Class: BRGFAIL • Click Select Failure Codes • Problem: EXCESSIVE-VIB • Cause: BEARING-WEAR • Remedy: REPLACE-BEARING • Click OKLog tab • New Row • Type: WORK • Summary: Found minor vibration in bearing assembly. Bearing scheduled for replacement. Lubrication completed. • SaveChange Status > Completed (COMP) • Click OK • Review Costs tab for labour + material totalsChange Status > Closed (CLOSE) • Click OKSet up a PM record to automatically generate the bridge inspection work order every quarter.
Go To > Planning > Preventive Maintenance • New PM • PM: BRGINSP-Q • Description: Bridge Mechanism Quarterly Inspection • Site: METRO • Asset: BRG-MECH-001 • Job Plan: BRGINSP01Frequency tab • Time Based Frequency • Frequency: 90 Days • Alert Lead: 14 Days • Note: Alert Lead enables PM alerts during corrective WO approvals within the alert windowSelect Action > Change Status > ActiveSelect Action > Generate Work Orders • Review preview • Click OK • SaveCreate a structured inspection form that field crews will complete during bridge inspections.
Manage Inspection Forms Work Center (via Work Supervisor or Inspections role-based Start Centre) • The forms dashboard shows existing forms as cardsNew Form • Name: BRGINSP-FORM • Description: Bridge Opening Mechanism Inspection Form • Revision: 1Change Status > Active (Revision 1) • Open BRG-MECH-001 • Inspection tab • Associate BRGINSP-FORM • SaveConfigure inventory items and a storeroom, create a purchase requisition, convert it to a purchase order, receive materials, process an invoice (three-way match), and issue inventory to a work order.
Add spare parts and materials needed for bridge maintenance operations.
| Item | Description | Commodity | Unit Cost |
|---|---|---|---|
| BRG-BEARING-01 | Bridge Mechanism Bearing Assembly | MECHPARTS | $850.00 |
| LUBGREASE-01 | High-Temp Lubricating Grease 500ml | CONSUMABLES | $18.50 |
| SAFETYBOLT-M12 | Grade 8.8 Safety Bolt M12x80 (box) | FASTENERS | $35.00 |
Go To > Inventory > Item Master • New Item • Item: BRG-BEARING-01 • Description: Bridge Mechanism Bearing Assembly • Item Set: DITSET1 • Commodity: MECHPARTS • Rotating: No • Default Order Qty: 2 • Order Unit: EACH • Issue Unit: EACH • SaveNew Item • LUBGREASE-01 • Description: High-Temperature Lubricating Grease (500ml) • Item Set: DITSET1 • Commodity: CONSUMABLES • Order Unit: EACH • SaveNew Item • SAFETYBOLT-M12 • Description: Grade 8.8 Safety Bolt M12x80 • Item Set: DITSET1 • Commodity: FASTENERS • Order Unit: BOX • SaveSet up the maintenance depot storeroom and add initial inventory balances.
Go To > Inventory > Storerooms • New Storeroom • Storeroom: PRE-STORE • Description: Port River Expressway Maintenance Store • Site: METRO • Location: PRE-DEPOT • Type: STOREROOM • Set GL Debit Account (training GL) • SaveBRG-BEARING-01 • Reorder Point: 2 • EOQ: 4 • Current Balance: 5 • Avg Cost: $850.00LUBGREASE-01 • ROP: 10 • EOQ: 24 • Balance: 20 • Avg Cost: $18.50SAFETYBOLT-M12 • ROP: 5 • EOQ: 10 • Balance: 12 • Avg Cost: $35.00/box • Save allRegister a vendor who supplies bridge parts.
Go To > Administration > Companies • New Company • Company: BRIDGEPARTS-AU • Description: BridgeParts Australia Pty Ltd • Company Set: DITCOMP1 • Type: V (Vendor) • Address: 42 Industrial Ave, Dry Creek SA 5094 • Contact: Mark Thompson • Phone: 08 8200 3500 • SaveCreate a PR for an emergency bearing replacement, then convert to a PO.
Go To > Purchasing > Purchase Requisitions • New PR • Description: Emergency Bearing Replacement – Port River Bridge • Required Date: today+3 days • Priority: 1BRG-BEARING-01 x2 @ $850.00 • Vendor: BRIDGEPARTS-AU • Storeroom: PRE-STORE • Line 2: SAFETYBOLT-M12 x3 @ $35.00 • Total: $1,805.00Change Status > Approved (APPR) • Click OK • SaveSelect Action > Create PO • Accept defaults • Click OK • System creates new PO with lines from PRNET30 • Change Status > Approved • SaveRecord the receipt of delivered parts and process the vendor invoice with three-way match.
Go To > Purchasing > Receiving • Select PO • Select Action > Select Ordered Items • Tick BRG-BEARING-01 • Quantity: 2 • Click OKSelect Ordered Items for SAFETYBOLT-M12 • Quantity: 3 • Click OK • Save • Select Action > Complete ReceiptInventory > PRE-STORE > BRG-BEARING-01 • Balance: 5 + 2 = 7Go To > Purchasing > Invoices • New Invoice • Vendor: BRIDGEPARTS-AU • Invoice#: INV-20260402 • Due Date: today+30 days • Select Action > Copy PO Lines • Select PO, check all lines$1,805.00 • Change Status > Approved • SaveIssue the received bearing to an active work order, completing the material-to-work cycle.
Actuals tab • Materials sub-tab • New Row • Item: BRG-BEARING-01 • Storeroom: PRE-STORE • Quantity: 1 • Transaction Type: ISSUE • SavePRE-STORE > BRG-BEARING-01 balance: 7 - 1 = 6 • WO Costs/Actuals: Material cost $850.00 reflected