Audit Log for ServiceMax Changes

There is currently no easy way to see audit history of ServiceMax configuration changes. Modifying an SFM for example. This should be similar to the Salesforce Audit log.

Also our experience is that when a user modifies one thing in the org, which we think is using translation workbench, then all the last modified stamps get updated. This erases the little audit info of last modified that we do have.

Due to the way that ServiceMax manage SFM updates turning on field history tracking for the relevant ServiceMax configuration objects would not be enough for auditors.

This is the feedback from the Product team in a ServiceMax Knowledge article:

However, in regard to SFM changes, there is no OOTB UI to track changes to SFM settings.

ServiceMax uses record data to create the SFM transactions, mapping, filter criteria etc. You can use field history tracking on the ServiceMax Process and ServiceMax Config Data objects. However, when changes are made to a mapping or page layout within an SFM, the existing record data is deleted and new records are created.

It is technically possible to track SFM changes in the database, but would require technical expertise from SVMX to make sense of the underlying databases that track the SFM changes.

Use of Salesforce Audit Trails Feature to Track Changes

idea 1467

What is the underlying problem do you intend to solve with this idea?
Unable to meet audit requirements to track changes using ServiceMax Setup.
How is the problem being addressed today, if at all?
Not addressed
Product Area?
Other
What version of ServiceMax are you on?
Summer 16
45 Comments
Line Chef
Line Chef

Keep sending them it will get us in tuned to using this more

Great idea Richard Lewis Will really help in audits. Could possibly follow the same approach as of what Salesforce provides OOTB (for past 6 months), accessible to admins.

Really this will be very helpful in some situation when we require audits.

Staff Chef
Staff Chef

Nicola Griffin-Seaby​ and neil cook​ as discussed.

Grill Chef
Grill Chef

I agree with the idea as well. With organizations looking to get certifications like TSIA, there is a huge benefit to having proper audit logging as a means to collect evidence that the business is meeting the entry criteria. That along with the benefits of using an audit trail to triage changes to the system make it a very beneficial addition to consider.

Product Team
Product Team

Thanks for the idea and feedback. Currently the SFM audit capability is in our product backlog but it is not prioritized for a release in 2018. We are soon beginning a project to refresh the SFM administration - SFM Designer 2.0, which potentially will include some audit use-cases as part of the scope - so we'll reach out to folks on this thread for inputs and feedback when we begin that process.

Customer Success Team
Customer Success Team

Roni Kullachanda​ Tagging you as we've discussed audit logs previously.

Customer Success Team
Customer Success Team

steve krummesJeff Stricklin​  FYI as we've talked about this roadmap item.

Pastry Chef
Pastry Chef

Hello Richard Lewis​.

I'm sitting in the room with a group of SMax employees who just mentioned that there is an existing PS-developed accelerator called 'SFM and SFW Reports' which provides a group of reports and joined reports to expose which SMax components have been modified.

Of course, it would be great to have a more UI-friendly solution, but the underlying information is available through these reports. We are going to load this accelerator in the near future and can provide feedback on how the reports are working for us.

bio-rad​ audit​ compliance audit​ compliance​ Lisa MercerBrittany Taylor

Staff Chef
Staff Chef

Thank you Michael Majerus