Maximo

Maximo

Come for answers, stay for best practices. All we're missing is you.

 View Only
  • 1.  Delete Inspection Forms?

    Posted Wed November 20, 2024 06:09 PM
    Is there a way to delete inspection forms or the different iterations  of them? 


  • 2.  RE: Delete Inspection Forms?

    Posted Thu November 21, 2024 12:52 AM

    I see some delete button (rubbish bin) to delete inspection form.

    Of course, trough DB it is possible to delete or even adjust them (not best approach, but have done).

    Maybe You mean Inspection result?



    ------------------------------
    Juris Flugins
    ------------------------------



  • 3.  RE: Delete Inspection Forms?

    Posted Fri November 22, 2024 05:16 AM

    It seems as though you can only delete an inspection form that is in a Draft status - there must be some restrictions in the code that prevent the form from being deleted as soon as it has become Active - so even when a form has been revised or is set to Inactive you still cannot delete the form. I think this should be raised as an enhancement request as there will quite a bit of validation required for this to check for this form being assigned on Job Plans or Work Orders etc as these would need to be removed before any deletion would be allowed. Also what would happen if an historical work order had used this form you would still need the Inspection Form Result to be visible for old forms that may now have been deleted.



    ------------------------------
    Steve Lee
    Maximo Technical Sales Specialist
    IBM
    Leeds
    ------------------------------



  • 4.  RE: Delete Inspection Forms?

    Posted Fri November 22, 2024 11:40 AM

    The issue is that when you create an inspection result it references the form and form revision, so there is no way to delete the form or revision without breaking the referential integrity of the inspection results.  Of course you can delete this at the database level and delete the results as well, but that is probably not a good option in most cases

     

    Regards,

    Jason






  • 5.  RE: Delete Inspection Forms?

    Posted 9 hours ago

    So, I am bringing this conversation back as I am teaching a group of planners how to develop inspection forms and a question came up. We have activated our forms (so no deleting) and accidentally associated the wrong form with an asset. How do we remove the form from being associated with the asset? Making the form INACTIVE won't work as it is associated to other assets correctly. Does anyone have an idea on how to disassociate a form from an asset or location?



    ------------------------------
    Anne Antonelli
    Founder & Lead Maximo Trainer
    Technology Training & Consulting, Inc.
    Denver, CO
    anne@trainyourway.com
    ------------------------------



  • 6.  RE: Delete Inspection Forms?

    Posted 6 hours ago

    Hi Ryan,

    Here is a short clarification on when inspection forms can and cannot be deleted in Maximo/MAS:
     
    An inspection form can only be deleted when it is still in Draft status. Maximo allows deletion at this stage because the form has not been used yet.
    Once a form has been Active, or if any inspection results exist, it cannot be deleted. This is to protect historical data and ensure referential integrity, as results are linked to the form and its specific revision.   
    Forms that have been used on work orders or job plans also cannot be removed for the same reason. 
    Instead of deleting, set the form to Inactive or create a new revision if updates are needed. This keeps history intact while preventing further use. 
    If you want, I can also help review your current forms and propose a clean‑up or revision strategy.

    Although it is technically possible to delete inspection forms directly in the database (if not on Saas), this is strongly discouraged as it breaks referential integrity and can corrupt historical inspection data
    Best regards,
    Anneli


    ------------------------------
    Anneli Dolff
    Maximo Consultant
    Nexer AB
    Göteborg
    ------------------------------