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Setting up Asset Activity Report Section Types

You can define report section types to be used in different asset activity reports to suit your own requirements. Using report section types eliminates the need for recreating a report section each time you define an asset activity report.
For example, a planned activities report could include sections for an introduction, a list of planned inspections, a list of planned RBI’s and a conclusion. The same conclusion report type section could be reused in other asset activity reports, and so on.
A planned inspections section could include a list of the standard tasks or indicators planned for the next year, whereas a completed activities report section could include the inspection reports or work orders performed in the previous year.
You can also embed asset activity reports or sections as a section of an asset activity report. The report or section must be published to be considered. Note that embedded asset activity report sections may only include sections from the current report. For more information about publishing an asset activity report, see Publishing an Asset Activity Report.
This topic explains how to create asset activity report section types.

To Create an Asset Activity Report Section Type

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab, and the Asset Management Settings node in the tree. Select the Activity Reports tab.
Tip: You can also select the Administration menu, Asset Management Settings, then Asset Management. The Asset Management Settings window appears. Select the Activity Reports tab.
2.
Select the Section Types tab. This tab displays a list of asset activity report section types for the enterprise.
3.
Click New. The report section type’s Properties dialog appears.
4.
In the Section box, enter a name for the report section type.
5.
On the General tab, complete the following information:
Setting Name
Description
Type of activities to include
The type of activity that is to be included in the report section. You can select from one of the following:
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Planned – Activities that are currently planned to be performed in the future.
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Completed – Activities that were completed during the period of the report.
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Asset status information – Activities relating to asset status information during the period of the report.
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None – No activity detail is included in this section.
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Other – To add custom objects to the list.
6.
Depending on the type of activity chosen in the previous step, you can select a Type from the list:
Setting Name
Description
Type of planned activities to include
For each type of planned activity for the asset that is to be included in the report section, you can select from one of the following:
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Indicator readings – the indicator reading’s next due date is used
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Jobs – only standard jobs are included
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Projects
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Tasks – only standard tasks are included
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Work order tasks – completed, closed, or canceled work order tasks are excluded
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Work orders
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Work requests – completed or canceled work requests are excluded
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Other
Type of completed activities to include
For each type of completed activity that is to be included in the report section, you can select from one of the following:
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Alarm acknowledgments – incorrect readings, incorrect alarms, or monitoring statuses are excluded; source is not auto-acknowledged
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Asset activity report – report must be published
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Asset activity report section – section must be a published section from the current report
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Downtime incidents – rejected statuses are excluded
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Failure modes
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Failures – canceled failures are excluded
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Indicator readings
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Inspection reports – includes checksheets and inspection reports
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Override incidents – canceled incidents are excluded
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Projects – only completed projects are included
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RCA
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Reliability strategy analyses
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Strategy development analyses
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Work order tasks – only completed or closed work order tasks are included
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Work orders – only completed and closed work orders are included
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Work requests – only completed work requests are included
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Other
Type of asset status information activities to include
For each type of asset status information activity that is to be included in the report section, you can select from one of the following:
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Asset health readings – asset health reports must be published
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Asset information
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Barriers
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Operating parameters
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Other
Automatically include details when the report section is created
Select this option to display section details on the asset activity report. For example, a planned indicator readings report section will display asset and indicator information as well as the planned date, remaining allowance, and remaining life for each reading included in the section. This option is not available if the activity type is set to “None”. This option is selected by default.
Include detail attachments
Select this option to include this section’s attachments with the report. This option is not available if the type of activity is set to “None”.
7.
On the Assets tab, complete the following information:
Setting Name
Description
Direction
Select a recursion for asset selection. Your choices are: Asset and above, Asset and below, or Asset only. An asset’s installed components will also be included, when applicable. This option is not available if activities to include is set to “None”.
Hierarchy to use
Select the hierarchy to use for the asset activity report. This option is available if there is more than one asset hierarchy.
8.
On the Details tab, complete the following information:
Setting Name
Description
Report group
Select the report group for the asset activity report.
Report classification
Select the report classification for the asset activity report.
9.
Click OK. The section type is completed. The section type can now be included in an asset activity report. For more information, see Setting up Asset Activity Report Types.