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We track initiatives in LeanIX and currently configure quality seals to expire after three months of inactivity, aligning with our quarterly project reviews. This approach works well for active projects, but we’ve noticed that completed initiatives also lose their quality seals over time. We want to preserve the history of these projects without requiring users to manually maintain seals on inactive or completed initiatives.

I’m interested in hearing how other companies handle this situation. Are there best practices for maintaining historical quality seals on completed projects while minimizing unnecessary user intervention?

Hi ​@DianaS 

A lot of companies that we are working with have configured it like this:

  • Quality seals don’t break for completed initiatives
  •  In general, quality seals don’t break for end-of-life fact sheets

This is a standard feature in our LeanIX Automation Platform: https://www.aronis.de/expertise#details

If you want to know more, feel free to get in touch.

 

Hello ​@DianaS,
we have a scheduled job running using Python/Graphql to refresh all EOL Factshhets in one shot Before the quality seal breaks. This was implemented before automations became available. Any it should work with automations (not tested):
 

Best regards,
Carsten

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