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Setting up Asset Restoration Plan Statuses

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

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

Tip: Create plan statuses that apply to multiple sites on the top site. Create plan statuses that apply to a specific site on that site.

Here is an example implementation of plan statuses:

Status	Plan can be Updated	Include in Lists
In development	Yes	No
In review	No	No
Accepted	No	Yes
Rejected	No	No

This example assumes that the organization’s workflow requires plan authors to send their documents to reviewers to be accepted or rejected. A simpler implementation might need just “In development” and “Accepted” statuses.

Note: The formal APM approval feature does not apply to asset restoration plans.

Plan statuses and types work together. A plan’s type controls the status assigned to it when it and the plan asset are created. For example, when a plan is created, its status might automatically be set to “In development” in response to the creation event. After the plan is created, its status can be changed manually.

This topic explains how to set up plan statuses.

To Set up a restoration plan 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 Plan Statuses tab. This tab lists the plan statuses provided with APM and created for your organization.

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

4.	Provide a descriptive name in the Status box.

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

Assets can be added, changed or removed

Assets can be changed on the restoration plan.

Financial periods can be changed

Financial plans can be added, changed, or removed.

Plan costs are included in spending lists

Allows the plan’s costs to be displayed in the spending plan lists available in table configurations on the Restoration Plans tab in the asset’s and site’s Asset Health views.

Plan is canceled

The restoration plan is no longer available for use.

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 plans with this status.

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