Documentation of Changes (SAP Library - Customer Service (CS))

Documentation of Changes

Use

You can document changes to maintenance task lists. This may be necessary in the following cases for example:

New environmental protection or occupational safety regulations come into effect affecting continuous and regular maintenance.
Changes may require further tasks in the plant and must be traceable (for example, using another spare part leads to changes in the maintenance task list).

Change documents are sufficient if you do not require a precise historical presentation for changes in the maintenance task list; you can make the changes without a history.

Prerequisites

If you make changes with a history, the field Active for the object type Plan must be selected in the change master record that you create or use for the changes.

To define the object type Plan, choose Logistics ® Central functions ® Engineering change management ® Change master record ® Change and then Goto ® Object types.

Features

You have two options for modifying a maintenance plan or its elements. You can

change with a history,
change without a history.

Changes with a History

If you make changes to your maintenance task list with a history, the system will document and save these changes along with the change management data to produce change master records. This means, at any time, you can call up:

The data contained in the task list before the changes were made
Who made the changes
When the changes were made
Which fields were changed

When you change a maintenance task list with a history, you must enter the relevant change number in the initial screen of the change transaction. Only then will the system document the changes. The changes are valid from the validity date for the change number. The change number identifies the change master record. In the PM system, change master records are maintained using Engineering Change Management.

You can find additional information on maintenance task lists and engineering change management in the documentation Changing Task Lists with Reference to a Change Number

Changes without a History

If you make changes to your maintenance task list without a history, the system only documents the changes using change documents. The system automatically creates change documents for all the changes you make to the task list. In contrast to changes with a history, change documents do not display task list data for a certain period or date. On the contrary, they only show who changed what and when. They therefore serve to monitor changes.

When you change your task list without a history, you must not enter a change number in the initial screen of the change transaction. The changes you make will be valid from the last validity date entered in the task list.

Activities

Changes with a History	Changes without a History
Enter a change number in the initial screen of the change transaction. The system creates change master records.	Do not enter a change number in the initial screen of the change transaction. The system creates change documents.

You can find additional information on making changes under Changing Maintenance Task Lists.