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Setting up Restoration Plan Asset Statuses

Asset statuses are user-defined settings that you can apply to plan assets to describe the progress of the assets’ restoration plans and control the actions available to them. Status settings include whether the asset’s plan properties can be updated. Status properties include formatting choices such as font, text color, and background color.

The status can also control whether or not the asset’s spending plan is included in the plan’s spending plan and lists. For example, plan assets with the “Accepted” status would usually be included in table configurations that show plan spending by financial period. These configurations are shown in the site’s or asset’s Asset Health view, Restoration Plans tab.

While the plan status applies to the plan as a whole, the asset status applies to individual assets in the plan. The overall ARP might have a status of “Accepted”, while the status of an individual asset might be “Rejected”.

Here is an example implementation of asset statuses:

Status	Properties can be Updated	Include in Lists
New asset	Yes	No
Accepted	No	Yes
Rejected	No	No

Asset statuses and plan types work together. A plan’s type controls the status assigned to plan assets when they are created. For example, when a plan asset is created, its status might automatically be set to “New asset” in response to the creation event.

This topic explains how to set up plan asset statuses.

To Set up a Plan Asset Status

1.	On the site’s Asset Health view, select the Settings tab, the Restoration Plans tab, and the Restoration plans settings node in the tree.

Tip: You can also select the site’s Administration menu, Asset Health Settings, and then Restoration Plans. The Asset Restoration Plans Settings dialog appears.

2.	Select the Asset Statuses tab. This tab lists the asset statuses provided with APM and created for your organization.

3.	Click New. The Restoration Plan Asset Status dialog appears:

4.	Provide a descriptive name for the status.

5.	To restrict the status to a specific site, select the site.

6.	To select a different icon for the status, click Change Icon. Select the new graphic and click OK.

7.	Select the appropriate options:

Setting Name

Description

Properties can be updated

Allows users to change the plan asset’s properties. Clear this option to prevent users from editing the plan asset when this status is applied. For example, once the asset has been accepted, it should not be changed.

Can be linked to a project

Allows the plan asset to be linked to a new or existing project.

Asset spending plan is included in plan spending plan and lists

Allows the asset spending plan to be included in the restoration plan’s spending plans and lists. For this to occur, the plan’s status must also specify that plan costs are included in spending lists.

8.	Select the Description tab to add more information about the status.

9.	Select the Formatting tab if you wish to distinguish the status from others when it appears in tables and charts.

10.	Select the font, text color, and background color for assets with this status.

11.	When you have finished defining the status, click OK. The status is added to the Asset Statuses tab.