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Working with Asset Notes

Asset notes allow you to attach information and comments to an asset, objects associated with assets, and non-related objects (such as indicator templates).
Note: The Asset Note functionality is generally available. You must first enable feature 58 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select number 58 “Notes support” 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.
The following objects support asset notes:
Object
Object
Anomaly event
Asset
Asset activity analysis
Asset change request
Asset health reading
Asset prioritization analysis
Asset program profile
Downtime incident
Failure or anomaly
Gas transaction
Indicator, indicator template
Indicator checksheet
Indicator reading
Inspection report
Interop work order
Interop work request
KPI, template
Lab fluid sample
Production loss event
Request for work
Root cause analysis
Safety override incident
Safety provision
Solution package, template
Standard task, template
Strategy development analysis (CPR, HAZOP, MTA2, RBI, RCM2, SIF)
In APM Remote, asset notes are available on the following objects:
Asset
Asset change request
Asset program profile
Gas transaction
Indicator
Indicator checksheet
Indicator reading
Interop work order
Interop work request
Request for work
Solution package
Standard task
This topic explains how:
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To Add a Note to An Object
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To View Notes
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To Mark a Note as Reviewed

To Add a Note to An Object

1.
Open the object window and select the Notes view or tab.
2.
Click New. The Asset Note dialog appears, showing the related asset (if any) and the source object. This example was added to an indicator reading:
Note that you must save a new ad hoc indicator reading before you can add a note.
3.
Select a note type, if appropriate. Note types are typically used to group notes by purpose or area. The note type also allows notes to be reviewed. See Setting up Asset Note Types.
4.
Provide a descriptive title for the note.
5.
Enter the note text.
6.
To add a task assignment, select the Task tab and click Assign task:
7.
Provide the appropriate information:
Setting Name
Description
Task
Descriptive name for the task.
Task type
Task type is typically used to categorize and sort tasks.
Assigned to
Employee assigned to complete the task.
Task due date
Date on which the task should be completed.
Task status
Task status indicates the progress of task completion.
Task completed
The date on which the task is actually completed.
Task description
Explanation of the task.
8.
Select the Photos tab to browse for photographs.
9.
Select the Attachments tab to append files and links. For more information, see Adding Attachments to Objects.
The Details tab shows the employee who entered the note, the date and time it was entered, and the source object type.
10.
Click OK to save the note and close the dialog.

To View Notes

In the Site window, select the Assets view and the Notes tab to see all notes attached to assets. You can select the “Tasks” configuration to list the tasks assigned to notes.
In the Asset window, the Notes view displays all of the notes attached to the asset and its related objects. The Source column indicates the objects with attached notes. For example:
Other objects have either Notes views or tabs. For example, in a downtime incident, click the View menu and then Notes to see a table of notes. For objects with related assets, the view or tab offers two configurations: one listing the notes attached to the current object and the other listing notes attached to the object’s asset.

To Mark a Note as Reviewed

When the note type supports reviews, you can open a note to read it, add comments, and mark it as reviewed. For example: