Maximo Open Forum

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

We already have a tab listing all the e-audits. The problem is since it logs all 20+ fields' data every time there is a change in any e-audited fields, it very difficult for end user to figure out which field was changed. So was checking if someone found a better solution.

------------------------------
Megha Tatiya
------------------------------

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

You might try conditional UI to control the color property on the table columns of the audit table (e.g., use a condition that first ensures there is at least one audit record with an earlier change date and then checks whether the value of the column attribute equals the value in the audit record with the latest change date that is earlier than the subject record's change date; if the condition is false, make the field yellow.).  This would allow you to highlight any of the fields that changed from audit to audit. Twenty sig options with conditional UI would probably impact performance a bit, but if the audit records are the only thing on the tab, the trade-off might be worth it.

------------------------------
Nancy Lerner
Brio Consulting
------------------------------

Original Message:
Sent: 02-02-2022 07:37
From: Megha Tatiya
Subject: E-Audit Reporting

We already have a tab listing all the e-audits. The problem is since it logs all 20+ fields' data every time there is a change in any e-audited fields, it very difficult for end user to figure out which field was changed. So was checking if someone found a better solution.

------------------------------
Megha Tatiya

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

We implemented a solution a few years back where we created a view to show changes based on specific fields. We were able to show the field name, previous value, new value, changed by, and change date. The view was fairly verbose, so we limited it to a certain number of fields. Here was the result:


Is something like this what you're asking about?


------------------------------
Alex Walter
A3J Group, LLC
------------------------------

Original Message:
Sent: 02-02-2022 07:37
From: Megha Tatiya
Subject: E-Audit Reporting

We already have a tab listing all the e-audits. The problem is since it logs all 20+ fields' data every time there is a change in any e-audited fields, it very difficult for end user to figure out which field was changed. So was checking if someone found a better solution.

------------------------------
Megha Tatiya

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

Hi Alex, 

Yes this is what I was looking for? Is this an automation script? Or a way to use the a_object table to display ?


Thank you,
Megha

------------------------------
Megha Tatiya
------------------------------

Original Message:
Sent: 02-03-2022 10:58
From: Alex Walter
Subject: E-Audit Reporting

We implemented a solution a few years back where we created a view to show changes based on specific fields. We were able to show the field name, previous value, new value, changed by, and change date. The view was fairly verbose, so we limited it to a certain number of fields. Here was the result:


Is something like this what you're asking about?


------------------------------
Alex Walter
A3J Group, LLC

Original Message:
Sent: 02-02-2022 07:37
From: Megha Tatiya
Subject: E-Audit Reporting

We already have a tab listing all the e-audits. The problem is since it logs all 20+ fields' data every time there is a change in any e-audited fields, it very difficult for end user to figure out which field was changed. So was checking if someone found a better solution.

------------------------------
Megha Tatiya

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

We built a database view against the A_OBJECT table, and then created a relationship from the main object to the view. In this case, it was a view against the A_COMPANIES object.

The view utilized the LEAD/LAG functions and got quite verbose, but worked since we only targeted about 20 or so fields. It might not work if trying to target many more fields because of how verbose the view SQL is.

------------------------------
Alex Walter
A3J Group, LLC
------------------------------

Original Message:
Sent: 02-04-2022 09:26
From: Megha Tatiya
Subject: E-Audit Reporting

Hi Alex, 

Yes this is what I was looking for? Is this an automation script? Or a way to use the a_object table to display ?


Thank you,
Megha

------------------------------
Megha Tatiya

Original Message:
Sent: 02-03-2022 10:58
From: Alex Walter
Subject: E-Audit Reporting

We implemented a solution a few years back where we created a view to show changes based on specific fields. We were able to show the field name, previous value, new value, changed by, and change date. The view was fairly verbose, so we limited it to a certain number of fields. Here was the result:


Is something like this what you're asking about?


------------------------------
Alex Walter
A3J Group, LLC

Original Message:
Sent: 02-02-2022 07:37
From: Megha Tatiya
Subject: E-Audit Reporting

We already have a tab listing all the e-audits. The problem is since it logs all 20+ fields' data every time there is a change in any e-audited fields, it very difficult for end user to figure out which field was changed. So was checking if someone found a better solution.

------------------------------
Megha Tatiya

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

Megha, Is the goal to provide users with a history of changes to a particular asset or to provide users with a comprehensive list of changes to all asset records?  For the former, we typically create a new dialog box or add a table to an existing dialog box to display the audit table records associated with the selected record.  The user can then view the entire audit table history for a selected asset and can see what has changed over time.  If users want to review all edits to all assets, you might consider making a_asset a "Main Object" in the database configuration. You could then create reports that show the values in the audit table (perhaps paired with the current value for the asset), or you could create a user-defined "Asset Edit History Viewer" application in the Asset module that displays the audit table records and allows users to filter for the records they want to see.

------------------------------
Nancy Lerner
Brio Consulting
------------------------------

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

Hi Megha!

We have been similarly dissatisfied with the out-of-the-box Maximo auditing, and so have taken a different approach that we think better fulfills the core REQUIREMENTS of auditing and still is w/in the realm of "configuration".  The basic approach looks something like this:
1) Create a separate "audit" table--we currently have ours as "AUDIT_GRE" but I think I'd probably actually create separate audit tables for larger core tables like WORKORDER.  This audit table has columns for OBJECTNAME, ATTRIBUTENAME,  RECORDKEY, RECORDCLASS, "previous" and "current / changed" value, and so forth...the nice thing about this table is that you get a separate row for each changed field...
2) On appropriate points for your target objects (e.g. WORKORDER.SAVE), create / update the automation script to include a call such as this:

from psdi.server import MXServer;
from psdi.mbo import MboConstants;
from java.util import HashMap;

# # # # # DO AUDITING # # # # #
## Get values
record_key = mbo.getString("TICKETID");
record_type = mbo.getString("CLASS");
parent = "";

## Figure out a friendly description
vDESC = mbo.getString("DESCRIPTION");
vDESC = vDESC[:255];

ctx = HashMap();
ctx.put("mbo", mbo);
ctx.put("record_key", record_key);
ctx.put("record_type", record_type);
ctx.put("parent", "");
ctx.put("YORN_format", "FRIENDLY");
ctx.put("DESC_attribute", "DESCRIPTION");
ctx.put("description", vDESC);
service.invokeScript("AUDIT", ctx);

3) As you can insinuate from #2, you have to have a script to actually DO the auditing...this script actually looks at the database configuration information and only "audits" fields that are flagged as e-audit enabled...I attached the script to this post...
4) Create a relationship between the Maximo table and the audit table
5) Expose the audit information (as you see fit) on the screen...example from our system shown here...​



Hope this helps! :)

--Jade

------------------------------
Jade Warren
Great River Energy
------------------------------

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

Cool solution Jade!

------------------------------
Alex Walter
A3J Group, LLC
------------------------------

Original Message:
Sent: 02-03-2022 10:45
From: Jade Warren
Subject: E-Audit Reporting

Hi Megha!

We have been similarly dissatisfied with the out-of-the-box Maximo auditing, and so have taken a different approach that we think better fulfills the core REQUIREMENTS of auditing and still is w/in the realm of "configuration".  The basic approach looks something like this:
1) Create a separate "audit" table--we currently have ours as "AUDIT_GRE" but I think I'd probably actually create separate audit tables for larger core tables like WORKORDER.  This audit table has columns for OBJECTNAME, ATTRIBUTENAME,  RECORDKEY, RECORDCLASS, "previous" and "current / changed" value, and so forth...the nice thing about this table is that you get a separate row for each changed field...
2) On appropriate points for your target objects (e.g. WORKORDER.SAVE), create / update the automation script to include a call such as this:

from psdi.server import MXServer;
from psdi.mbo import MboConstants;
from java.util import HashMap;

# # # # # DO AUDITING # # # # #
## Get values
record_key = mbo.getString("TICKETID");
record_type = mbo.getString("CLASS");
parent = "";

## Figure out a friendly description
vDESC = mbo.getString("DESCRIPTION");
vDESC = vDESC[:255];

ctx = HashMap();
ctx.put("mbo", mbo);
ctx.put("record_key", record_key);
ctx.put("record_type", record_type);
ctx.put("parent", "");
ctx.put("YORN_format", "FRIENDLY");
ctx.put("DESC_attribute", "DESCRIPTION");
ctx.put("description", vDESC);
service.invokeScript("AUDIT", ctx);

3) As you can insinuate from #2, you have to have a script to actually DO the auditing...this script actually looks at the database configuration information and only "audits" fields that are flagged as e-audit enabled...I attached the script to this post...
4) Create a relationship between the Maximo table and the audit table
5) Expose the audit information (as you see fit) on the screen...example from our system shown here...​

Hope this helps! :)

--Jade

------------------------------
Jade Warren
Great River Energy

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

This is super helpful, Jade! Thanks for sharing.

Megha

------------------------------
Megha Tatiya
------------------------------

Original Message:
Sent: 02-03-2022 10:45
From: Jade Warren
Subject: E-Audit Reporting

Hi Megha!

We have been similarly dissatisfied with the out-of-the-box Maximo auditing, and so have taken a different approach that we think better fulfills the core REQUIREMENTS of auditing and still is w/in the realm of "configuration".  The basic approach looks something like this:
1) Create a separate "audit" table--we currently have ours as "AUDIT_GRE" but I think I'd probably actually create separate audit tables for larger core tables like WORKORDER.  This audit table has columns for OBJECTNAME, ATTRIBUTENAME,  RECORDKEY, RECORDCLASS, "previous" and "current / changed" value, and so forth...the nice thing about this table is that you get a separate row for each changed field...
2) On appropriate points for your target objects (e.g. WORKORDER.SAVE), create / update the automation script to include a call such as this:

from psdi.server import MXServer;
from psdi.mbo import MboConstants;
from java.util import HashMap;

# # # # # DO AUDITING # # # # #
## Get values
record_key = mbo.getString("TICKETID");
record_type = mbo.getString("CLASS");
parent = "";

## Figure out a friendly description
vDESC = mbo.getString("DESCRIPTION");
vDESC = vDESC[:255];

ctx = HashMap();
ctx.put("mbo", mbo);
ctx.put("record_key", record_key);
ctx.put("record_type", record_type);
ctx.put("parent", "");
ctx.put("YORN_format", "FRIENDLY");
ctx.put("DESC_attribute", "DESCRIPTION");
ctx.put("description", vDESC);
service.invokeScript("AUDIT", ctx);

3) As you can insinuate from #2, you have to have a script to actually DO the auditing...this script actually looks at the database configuration information and only "audits" fields that are flagged as e-audit enabled...I attached the script to this post...
4) Create a relationship between the Maximo table and the audit table
5) Expose the audit information (as you see fit) on the screen...example from our system shown here...​

Hope this helps! :)

--Jade

------------------------------
Jade Warren
Great River Energy

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

You can look at this report: MaximoDev - Audit Trail (bportaluri.com)
It is general and works with any audited table.

------------------------------
Regards
Bruno Portaluri (MaximoDev)
------------------------------

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------

Here is another solution: https://bportaluri.com/2024/03/improved-record-change-tracking-using-audit-feature.html

------------------------------
Regards
Bruno Portaluri (MaximoDev)
------------------------------

Original Message:
Sent: 02-01-2022 10:08
From: Megha Tatiya
Subject: E-Audit Reporting

How do you provide an e-audit report to users ?

We have 20+ fields on asset record being e-audited. The way the a_asset table is structured it's not easy to report exactly which field was changed.

Checking to see if someone found a better solution for e-audit report. 

Thank you,
Megha

#Administration
#Assets
#Customizations
#Reporting

------------------------------
Megha Tatiya
------------------------------