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Creating Asset Change Requests for Construction Forms

Asset change requests are sent to the external system (for example, SAP) that manages assets and work. AssetWise Enterprise Interoperability (AWEIS), which conveys the requests, returns information from the external system to assets in APM.

Construction forms support change request types that are designed for construction form updates. These change requests are used to create assets and update existing assets that have been added to new construction forms after the forms have been validated.

You can start the request manually by clicking the Tools menu and then Create Asset Change Requests. Alternatively, the change request can be initiated automatically when the construction form status changes. In this case, the status settings specify that a request is created as soon as the status is applied to the form. For example, in some implementations, when the status changes to “Create Request”, APM automatically creates the change request.

When the Create Asset Change Request process completes, the construction form status might change automatically, for example, from “Create Request” to “Completed”. The process step might also be updated, depending on your organization’s requirements.

Once the construction form has been reviewed (if required) and the request has been sent to interop, the form cannot be modified. However, if asset properties need to be updated, you can initiate an asset properties type of change request from the Construction Form window, Details view and tab. The Properties Change Request button is enabled only for processed construction form details. For more information, see Creating Asset Properties Change Requests.

Equipment removal requests are created manually for the asset, which must have a corresponding asset in the CMMS. The asset type must specify that “Assets of this type support remove equipment requests” in its asset policies. See Creating Equipment Removal Requests.

This topic explains how to use the Create Asset Change Requests process.

To Create Change Requests for a Construction Form

1.	Open the Construction Form window and select the Details view.

2.	Depending on your organization’s implementation, do one of the following:

•	Click the Tools menu and then Create Asset Change Requests

•	Click the Tools menu and then Change Status. In the Change Construction Form Status dialog, select a status that automatically starts the Create Asset Change Request process. Click OK

A confirmation message appears:

3.	Click Yes. When the process has completed, the construction form status might change, depending on your implementation.

Tip: The construction form status controls whether the Activities view appears in the Construction Form window and the Activities tab appears in the Construction Form Detail Properties window.

4.	If available, select the Activities view or tab and the Change Requests tab. This tab lists the requests that were created for the form. For example:

5.	You can change the request’s status by selecting it in the table and clicking Change Status. The Change Asset Change Request Status dialog appears, where you can select a different status, enter comments, and click OK.

6.	You can review and, depending on its status, change the request by double-clicking it to open the Asset Change Request window.

Tip: On the Construction Management and Assets views, the Change Requests tab lists the change requests that have been created for the site. Double-click a request to open it.