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Setting up Report Statuses and Event Rules

An asset health report status determines what can and cannot be done to an asset health report, such as allowing the report to be printed, deleted, marked as complete, or regenerated. Asset health report statuses must be defined before they can be assigned to an asset health report event.
You can set up statuses to be assigned to asset health reports. Setting up statuses involves creating them and assigning them to events that occur in asset health monitoring, for example, when the asset health report’s status changes to “Approved”, rules can be applied to that status that allows reports with this status to be manually updated, to have their completion information updated, and to be published, for example. Examples of statuses are “Approved”, “Published” and “Sent for approval”.
Once you have created report statuses, you can have them assigned to reports automatically based on events, such as the creation of a report. Events can include Sent for approval, Approved, and Published, among others.
This topic explains how to create an asset health report statuses and event rules.

To Create an Asset Health Report Status

1.
From the Site window, select the Administration menu, Asset Health Settings, and then Asset Health. The Asset Health Management Settings dialog appears.
Tip: You can also select the Asset Health view, Settings tab, Asset Health tab, and then the Asset Health Settings node in the tree.
2.
Select the Report Statuses tab. This tab displays a list of asset health report statuses for the enterprise.
3.
Click New. The Report Status dialog appears.
4.
Enter a name for the report status.
5.
On the Rules tab, select the appropriate options:
Setting Name
Description
Can be set manually
Users can change the status of reports with this status.
Can be used with completely generated reports
This status is only allowed with reports that have been completely generated.
Can be sent for approval
Reports with this status are sent for approval.
Can be manually updated
Users can manually update reports with this status.
Can have readings regenerated
Reports with this status can have readings regenerated.
Completion information updated
Reports with this status can have their completion information updated.
Can be published
Reports with this status can be published.
Can be deleted
Reports with this status can be deleted provided the readings have not been published.
6.
On the Events tab, select the appropriate settings:
Setting Name
Description
Publish the report’s readings
Reports with this status will have their readings published and the most recent readings on its asset health assets will be updated.
Print the report
Reports with this status will be printed.
Save a copy of the report
Reports with this status will be included in the report audit history, viewable on the report’s History view.
Report form to use
Select the name of the report form to use when a copy of the asset health report is saved or printed.
Mark the report as completed
Reports with this status will be marked as completed and the results are published.
Mark the report as not completed
Reports with this status will be marked as not completed.
7.
On the Miscellaneous tab, select the option if you want to include reports with this status in lists of open reports.
8.
When you are finished, click OK to save and close the Report Status dialog.

To Set Event Rules

1.
From the Site window, select the Administration menu, Asset Health Settings, and then Asset Health. The Asset Health Management Settings dialog appears.
Tip: You can also select the Asset Health view, Settings tab, Asset Health tab, and then the Asset Health Settings node in the tree.
2.
Select the Report Events tab. This tab displays a list of automatic report status assignment rules for the site.
3.
For each asset health report event, select an asset health report status from the list. To leave an event unassigned, select (None).
4.
Click OK to close the dialog.