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Delete Inspection Forms?

  • 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?



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    Juris Flugins
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    Original Message


  • 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.



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

    Original Message


  • 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




    Original Message


  • 5.  RE: Delete Inspection Forms?

    Posted Tue March 31, 2026 01:05 PM

    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?



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

    Original Message


  • 6.  RE: Delete Inspection Forms?

    Posted Wed April 01, 2026 04:22 AM

    Hi Anne, There is an object called INSPFORMUSERWITH that holds the relationship data between the Asset, Location etc and the Inspection Form.

    Out of the box this does not seem to be visible in the Asset application so would need to be configured using the Application Designer.

    It seems this would be a good enhancement idea as easy to do BUT is strange that you can perform Associate Inspection Form but then not view or edit these associations.



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

    Original Message


  • 7.  RE: Delete Inspection Forms?

    Posted Thu April 02, 2026 05:42 AM

    There is an existing idea to enable visibility of forms associated to assets.  It's currently under review.  IBM Ideas



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    Amy Tatum
    Technical Director
    Starboard Consulting
    Longwood FL
    407-392-3177
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    Original Message


  • 8.  RE: Delete Inspection Forms?

    Posted Tue March 31, 2026 03:09 PM
    Edited by Anneli Dolff Wed April 01, 2026 04:27 AM

    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. 
    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
    ------------------------------

    Original Message


  • 9.  RE: Delete Inspection Forms?

    Posted Fri April 03, 2026 03:09 PM

    Out-of-the-box, Inspection Forms can be deleted when they are in a "Draft" or "Pending revision" Status.  But an Inspection Form in "Active" Status can be changed to "Inactive" and that should prevent it from being used for future Inspections.  While it may be possible to develop a customization to delete Inspection Forms, extreme care would be necessary to ensure that no revision of the Inspection Form has ever been referenced anywhere else in the system as that would cause serious referential integrity issues particularly if any InspectionResult records have been generated for any of the revisions.

    Can you explain why you are trying to delete Active Inspection Forms or why simply changing them to "Inactive" doesn't address your issue?

    In a related post, Steve Lee mentioned that the relations between Assets (or Locations) and Inspection Forms is tracked in the InspForUserWith table.  That is incorrect.  The actual table name is InspFormUseWith (no "r" before "With").  Steve mentioned that OOTB this table is not exposed in the Assets (or Locations) application.  Although it is not intuitive, it actually is.  If you select "Scheduled Inspections" under "More Actions", it will bring up the "Create an Unscheduled Inspection" dialog.  If you then click the "Select Inspection Form" push-button, it will bring up the "Select an Inspection Form" dialog which contains two tables.  The upper one labeled "Recommended Forms" displays the Inspections Forms associated with the current Asset (or Location). 

    In response to Anne Antonelli's post, it should be pretty easy to add a trashcan (Delete) column to this table to delete the related InspFormUseWith record.  This would be done by exporting the Library.xml in Application Designer, editing it to make the necessary changes, and re-importing the XML.  There are 2 occurrences of that dialog in the Library.xml.

    It should also be pretty easy to add a similar table to the "Associate Inspection Form" dialog so the user can see what forms are already associated with the Asset before associating another one.  That is exactly what Idea MASM-I-858 mentioned by Amy Tatum is requesting.  That dialog would need to be modified in the Asset.xml and Location.xml separately.



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    Julio Hernandez
    Ergonare, Inc.
    Phoenix AZ
    480-759-9870
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    Original Message


  • 10.  RE: Delete Inspection Forms?

    Posted Tue April 07, 2026 04:14 AM

    Apologies for the typo in the object name - good spot Julio.

    In terms of the ability to add the trashcan delete option I would go with the idea mentioned as I think that is the most intuitive place you would expect to see them so I will add my vote to this.



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

    Original Message


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