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Setting up Statuses for Asset Activity Reports

Your organization can use report statuses to track the progress of asset activity reports in APM. The status can also determine the actions that can be performed on the reports to which it is applied. For example, in one typical implementation, when a report has the status “Draft,” you can change its properties. When the status changes “Completed,” the report becomes read-only. When the appropriate status setting is enabled, you can apply the status manually to a report.
This topic explains how to create asset activity report statuses.

To Create an Asset Activity Report Status

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 Report Statuses tab.
3.
Click New. The Properties dialog appears:
4.
In the Status box, enter a name for the report status.
5.
Select from the following information:
Setting Name
Description
Report contents can be defined
Asset activity reports with this status allow report properties and details to be edited. Sections can also be added to reports with this status.
Report can be sent for approval
Asset activity reports with this status can be sent for approval.
Report can be published
Asset activity reports with this status can be published.
Report is complete
Asset activity reports with this status are considered to be complete. Changes cannot be made to reports with this status.
Can be manually set
This status can be applied manually to asset activity reports.
Publish report when this status is set
When this status is applied to an asset activity report, it is automatically published.
6.
Click OK to save the changes.
7.
Repeat steps 3 to 6 for each asset activity report status that you want to add.