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Adding Regulatory Information to an Asset

When the product feature is enabled, you can track up to three levels of regulatory information for an asset. For example, federal regulations, regional regulations, and industry requirements could be tracked.

Note: This functionality is “generally available” in APM. To use it, you must first enable feature 61. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Regulatory reporting tracking support on assets”, and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

Regulatory agencies and the information tracked are set up in site-level settings and asset types. For more information, see Setting up Regulatory Reporting.

To Add Regulatory Information to an Asset

1.

In the Asset window, select the Properties view and the Regulatory Reporting tab. For each regulatory agency defined for the site and selected in the asset type, a separate tab represents the agency and provides text fields, dates, and check boxes. The information differs depending on your organization’s requirements. For example:

2.	Enter the registration number and add your comments.

3.	In the rest of the tab, provide the required information.

4.	Fill in the remaining tabs as above.

5.	Save the asset and close the window.