Hi, Lindsay. We had the same issues with tracking changes to our PMs. We don't have a work flow established for editing PM records.
To help, we asked Projetech to enable the PM Audit History and add it as a tab to our PM records (snip attached). Each time a change is made to the PM (more specifically, when the record is saved), a new line is added to the Audit History. We had columns added for the fields we most wanted to track changes to.
It's not perfect, and is certainly not as clean as viewing the history of assets or work orders, but it does help us narrow down who performs certain changes.
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Kristina Strozzo
Great Dane
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Original Message:
Sent: 01-18-2022 17:20
From: Lindsay Janek
Subject: Tracking changes made to PMs in the the Preventive Maintenance Application of Maximo
What does your company do to track the many changes in the Preventive Maintenance application? Do you ask for an email of the requested changes? Do you have your employees put in a Service Desk ticket? Do you keep a running spreadsheet documenting the date, time, and reason a change was made to a PM?
And by changes, here are some examples:
- Changing a PM from the ACTIVE status to INACTIVE
- Changing a Supervisor or Lead on the PM
- Changing the frequency of a PM (ex: from monthly to quarterly)
As far as I know, the PM application offers no memo for history changes of PMs. I wish it did. Wondering what everyone else is doing to track these changes.
Thanks!
#Administration
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Lindsay Janek
Summit Midstream Partners
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