Recording certification dates for equipment

Question

Hi,

How do folks manage assets that have test certificates and PMs that link to those? We don't want to use floating schedules as the actfinish date of a work order is not always the certification date for the equipment, and we are not wanting to record calibration results. We have a small workforce and outsource a lot of this work, so the work order is a means to an end to get a contractor to do the work

For example Cranes or Pressure Equipment -
A work order is generated by a PM calling for an inspection. The PMDueDate is not the day that the certifying inspector is able to come and visit the site (could be a few weeks either side of the date)
The inspection is done by a certification company, and the work order gets closed.
A week or so later a provisional certificate is provided.
A few weeks later the full certification is received.

Are there places to record these certification dates, and therefore provide evidence from Maximo and the equipment/asset has a current certification? And if so, can it be linked to drive the next PM call to ensure the certification window is maintained correctly?

Thanks

Accepted Answer

Hi Craig,

My utility tracks something similar for our assets; because Maximo doesn’t have a separate field for the certification rather than the completion, we added a custom field to the asset table for the “Renewal Date” in our case. One option could be that you add a field to the Asset table for the certification date, then add an escalation that runs nightly to update the last completed date on the PM to match the certification date of the asset so that a floating schedule will be in line with that rather than the actfinish date. If you needed a full history of the certification dates you could create a child object on the asset rather than just a field for the most recent certification date.

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