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Setting up Asset Change Request Templates

A change request template defines the content and behavior of change requests that update asset properties. A template is required for each of the asset types that typically warrant property change requests. On asset types, you can specify default templates.
Each template includes:
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Type of asset being changed
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Change request type. Among other things, the request type specifies the characteristic map set and whether requests need to be reviewed or approved
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Entry panel to display for the asset type. Each asset type has its own panel or window containing properties specific to the asset type so that users can record values in the request
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Manufacturer options. Specify whether manufacturers are selected from a predefined list or are entered
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Available asset statuses for change requests
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Template properties for the properties included in the entry panel. The template property:
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Identifies its corresponding asset property (typically with the same name)
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Specifies if the property is mandatory
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Identifies characteristic mappings and properties to be sent to the CMMS
Note: Change request types should have characteristic classes and map sets. For more information, see Setting up Characteristic Mapping for Asset Change Requests.
This topic explains how to set up a template for asset properties change requests.

To Set up a Change Request Template

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab and the Asset management settings node in the tree.
Tip: You can also select the Administration menu, Asset Management Settings, and then Asset Management. The Asset Management Settings dialog appears.
2.
Select the Change Requests tab and then the Templates tab.
Tip: While templates are being developed, you can mark them as inactive to prevent them from being selected. When you are ready to enable the template, select it in the table and click Mark as Active.
3.
Click New. The Asset Change Request Template window appears:
The template is assigned to the current site. Child sites will also have access to it.
4.
Provide a name for the template.
5.
Select an asset type. The asset type must support property change requests.
Tip: When you complete the template, you can add it as the default in the asset type properties.
6.
Select a change request type that supports asset property changes.
7.
In the Entry panel area, the default values are appropriate for most templates. Select an asset change request panel that matches the asset type you selected.
All of the panels used for change requests have names that start with “Asset change request”. For example, the asset type “Electrical - Bus” uses the panel “Asset change request - Electrical substation - Bus”.
8.
If the change request type specifies that requests must be sent for approval, the Approval routes area is enabled. You can restrict the approval routes available in requests:
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Click Only the approval routes selected below are available for use
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Select one or more approval routes
9.
Select the Manufacturers tab to set options for identifying manufacturers for assets:
10.
Select the appropriate option for identifying the main manufacturer of the asset (for example, circuit breaker). The options are:
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Either select or enter the manufacturer name – Users can select the manufacturer from a list or type the manufacturer name in a text box
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Select manufacturer name – Users can only select the manufacturer from a list maintained in APM
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Enter manufacturer name – Users can only type the manufacturer name
11.
Select the appropriate option for identifying other manufacturers of equipment that is identified on the template asset type (for example, circuit breaker operator). The options are:
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Either select or enter the manufacturer name – Users can select the manufacturer from a list or type in the manufacturer name in a text box
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Select manufacturer name – Users can only select the manufacturer from a list maintained in APM
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Enter manufacturer name – Users can only type in the manufacturer name
12.
Select the Asset Statuses tab.
13.
If you wish to restrict the asset statuses that are available in change requests that use the template, click Limit available asset statuses. The table is populated with asset statuses, which you can select from.
14.
Select the Properties tab. Click Generate Details to populate the table with properties from the asset type panel that you selected on the General tab. For example:
15.
Review each property. APM provides several ways to work with properties:
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On the Properties tab, double-click a property to open its window. When you have finished editing the property, click OK.
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Use in-cell editing to change values in the Properties table. For more information, see Entering Data in Tables
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Click the Form icon () to view one property at a time. For example:
Use the navigation arrows at the bottom of the tab to move between properties.
16.
When Property is mandatory is selected, the change request cannot be saved unless a value is provided for it.
17.
If the review process is used for requests of this type, ensure that Include the property in the change request’s property changed list is selected so that the property appears in the Review view.
18.
In the Property prompt area, the values correspond to those in the Change request property area with the exception of root class. If you do not wish the asset’s current value to appear in the entry panel, leave the type of property unmapped.
19.
Select the Details tab to set the validation rules and the target asset characteristic for each property. For example:
20.
For properties with numeric data types, you can set the minimum and maximum values that users can enter in the change request.
21.
In the Characteristic target area, make any changes required for the target characteristic in the CMMS. You can select a characteristic class, characteristic, and attribute. For numeric data types, you can specify the number of decimal places allowed in the Quantity precision box.
22.
Select the Description tab to add more information to the template.