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Changing Asset Activity Report Information

From time to time, you might have to change information on an asset activity report, such as the report type, name, report status, starting and ending dates, and printing and publishing information, among others. The status of the report determines whether the report can be edited.
This topic describes how to change information an asset activity report.

To Change Asset Activity Report Information

1.
From the site, select the Assets view, then the Activity Reports tab. By default, this tab displays a list of all asset activity reports for the site and below.
Tip: You can also select open, published, completed asset activity reports, and reports by status, from the configuration list.
2.
Make sure that editing is enabled.
3.
Double-click to open an asset activity report in the list. The Asset Activity Report window appears, open to the Report view.
4.
Select the Properties view. For example:
5.
On the General tab, you can edit the following information:
Setting Name
Description
Report Type
Select the asset activity report type from the list of available report types.
Report Number
The asset activity report number. This number is automatically assigned by APM, but can be modified.
Report Name
A descriptive name for the asset activity report.
6.
To change the status of the asset activity report, see Changing the Status of an Asset Activity Report.
7.
In the Asset Information group, you can edit the following information:
Setting Name
Description
Source
Select either Asset hierarchy or Strategy development analysis for the source of the assets.
Note: Only active assets are included.
Asset
The asset for the asset activity report.
Analysis
The strategy development analysis used for the asset activity report.
Site for details
The site that controls asset activity report assets and strategy development analysis selection.
8.
In the Report reference, group and classification group, you can edit the following information:
Setting Name
Description
Reference
The reference number for the asset activity report. The reference number can include text characters.
Report group
Select the report group for the asset activity report.
Report classification
Select the report classification for the asset activity report.
9.
On the Details tab, you can edit report dates. For more information, see Assigning Asset Activity Report Details.
10.
On the Team tab, you can edit the report author and team members. For more information, see Assigning an Asset Activity Report Team.
11.
On the Printing and Publishing Options tab, you can edit the printing and publishing options for the report. For more information, see Assigning Asset Activity Report Printing and Publishing Options.
12.
On the Status Info tab you can view created, published, completed on dates, and the user responsible for those actions.
13.
Select the Report view, Sections tab, to view and add report sections. For more information, see Adding a Section to an Asset Activity Report.
14.
Select the Report view, Notes tab, to view notes included with the report.
15.
Select the Report view, Attachments tab, and then the Report tab, to view or add attachments to the asset activity report. For more information, see Adding Attachments to an Asset Activity Report.
16.
Select the Report view, Attachments tab, and then the Sections tab, to view attachments to sections that are included with the report. To add attachments to report sections, see Adding Attachments to an Asset Activity Report Section.
17.
To change the sequence of report sections, select the Work with sequence configuration in the table, then select a report section and click Move Up or Move Down to adjust the order.
18.
To edit section information for the report, you can double-click a section from the list in the table. For more information, see Changing Asset Activity Report Section Information.
19.
When you are finished, close the Asset Activity Report window.