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Creating and Updating Assets for Construction Forms

After you have added the appropriate header and detail records to a construction form, provided the required asset information, and validated the form, you can use the Update Assets process to add new APM assets and update existing ones, as specified in the form.

You can start the process manually by clicking the Tools menu and then Update Assets. Alternatively, the process can start automatically when the construction form status changes. For example, in some implementations, when the status changes to “Validation completed”, APM updates assets.

When the Update Assets process completes without errors, the construction form status might change automatically, for example, from “Validation completed” to “Assets updated”. The process step might also be updated, depending on your organization’s requirements.

This topic explains how to use the Update Assets process.

To Create and Update Assets for a Form

1.	In the Construction Form window, select the Details view and tab. Ensure that each asset type has at least one record and that each group has at least one detail.

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

•	Click the Tools menu and then Update Assets

•	Click Change Status. In the Change Construction Form Status dialog, select a status that automatically starts the Update Assets process. Click OK

3.	A confirmation message appears to notify you that you will not be able to modify the asset information on the construction form after the assets have been updated or created. Click Yes.

When the Update Assets process is 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 Assets tab. This tab lists the assets that were created or updated. Double-click an asset to open the Asset window, where you can review the asset information.