At least all the places I know we're using. . .
Job Plan: Owner, Supervisor, or Lead
PM: Owner, Supervisor, or Lead
Work Order: Owner, Supervisor, or Lead
Person Group: Supervisor (which is a custom field I made)
Cron Task: Run As User
Storeroom: Inventory Owner
(we might start dabbling in associating People as users/custodians of Locations or Assets, and if so, I'll have to add that to the script)
admittedly, it is still deficient in not finding scheduled reports, but those go off of email address not PersonID. . .
If the Person is any of those things listed above, I made the script prevent me from deactivating the Person record (which is currently a manual process anyways, it's not controlled by, say, Active Directory). So, for example, if it is a Technician that leaves the company, I can't deactivate him until I've reassigned all his active Work Orders and PMs.
And after all these checks are passed and it allows the status to go to INACTIVE, I also have it deleting any Personally Identifiable Information (phone numbers, address, email addresses, birthday, etc.).
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Travis Herron
Pensacola Christian College
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Original Message:
Sent: 05-02-2025 10:19
From: Stevie Holloway
Subject: PM WO Autogeneration Issues
Hi,
Does your script identify all the places the person is referenced?
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Stevie Holloway
Tufts University
Original Message:
Sent: 05-02-2025 09:15
From: Travis Herron
Subject: PM WO Autogeneration Issues
I have the auto-generator running every day, and every day I receive an email that logs what it did (or didn't do). Search that email for the word 'error.'
If you aren't receiving that email, you can set that up in Organizations --> open the Org record --> PM Options --> Stand-Alone PM Work Order Generation Process Settings.
If I were to guess. . .I've had it happen before that something in the PM's Responsibility settings is invalid. In my case, there were PMs where the Lead or the Supervisor was no longer with the company so their Person record had been deactivated. This prevented the PM from generating a Work Order. Once I discovered this, I created a Script that would prevent me from deactivating a Person if they were referenced on any Active PMs (and a bunch of other places where a Person could be referenced and ought to be cleaned up/reassigned before deactivating the person --- Maximo does some of it out of the box, but not all of it).
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Travis Herron
Pensacola Christian College
Original Message:
Sent: 05-01-2025 09:13
From: Wade Redd
Subject: PM WO Autogeneration Issues
How can one identify what is holding up the autogeneration of a PM WO?
#EverythingMaximo
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Wade Redd
3rd Coast Consulting
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