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Setting up Asset Change Request Types

Change requests specify updates to be performed on assets in the external CMMS (for example, SAP) that manages assets and work. AssetWise Enterprise Interoperability (AWEIS) conveys requests to the CMMS and returns information to APM. The asset update is performed in the CMMS and then information such as a new equipment number is communicated back to APM, where the interop asset is updated.
There are five varieties of asset change request:
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Asset properties change – Updates properties specified in the request template with values provided in the request. Initiated manually for interop assets
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Construction form update – Requests new assets be added in the CMMS, including the properties specified in the construction form detail. Initiated from construction forms, using the request type assigned to the construction form template
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Equipment removal – Requests moving equipment to a different location. Initiated manually for interop assets
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Priority change – Updates equipment consequence priorities. Initiated from asset prioritization analysis performed on interop assets, using the request type assigned to the asset’s site
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Status change – Updates equipment status when inspection activities (for example, checksheets) for interop assets are completed. Initiated automatically using the request type assigned to the asset’s site
You can use characteristic mapping to populate the properties of CMMS objects with matching properties from the request. For example, a characteristic map set for equipment removal requests might copy the work order number and removal date to the equipment.
This topic explains how to create request types. See To Set up an Asset Change Request Type.
Some requests are created automatically by the system (asset status changes and priority update). At the site level, select the request types for these types of requests. In templates for construction forms and asset change requests, you can identify the request type so that the appropriate requests are created. See To Set Request Types for the Site.
When an asset type supports equipment removal requests, the default request type for equipment removal that is set at the sit level is automatically selected when a new request is made for assets of that type.
When a request type for asset properties updates supports the review process, you can define up to three levels of review. On the Site window, Assets view, the Change Requests tab can display tabs for each of the levels. This topic explains how to determine the tab labels. See To Set Site Options for the Review Process.

To Set up an Asset Change Request Type

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab and the Asset management settings node in the tree.
Tip: You can also select the Administration menu, Asset Management Settings, and then Asset Management. The Asset Management Settings dialog appears.
2.
Select the Change Requests tab and the Types tab. This tab displays the asset change request types for the enterprise. For example:
Tip: While types are being developed, you can mark them as inactive to prevent them from being selected in construction form templates. When you are ready to enable the type, select it in the table and click Mark as Active.
3.
Click New. The Asset Change Request Type Properties dialog appears:
4.
Provide the following information:
Setting Name
Description
Change request type
Descriptive name of the asset change request, for example, “Properties change”.
Site
Optionally limits the availability of the type to a specific site.
Type of change request
APM supports these types of change request:
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Asset properties change
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Construction form update
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Equipment removal
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Priority change
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Status change
Note: The dialog changes depending on the purpose of the request. For example, only Asset properties change adds the Process tab, where you can select the approval or review process.
New asset status
When the request type is for a status change, this status is applied to the asset.
Characteristic map set
Defines the rules for mapping change request characteristics between the external CMMS and APM.
Default request status
Request status applied to the asset change request when it is created.
System assets are supported
When this option is selected, the change request displays the first system or subsystem asset above the current asset in the physical hierarchy.
Date format
If you leave the field blank, dates are accepted in multiple formats, for example, 01/02/2003; Monday, June 15, 2009; June 29, 2001.
You can specify a format to ensure dates are interpreted correctly. Examples of formats:
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d (short date) – For example, 2009-06-15T13:45:30 -> 6/15/2009 (en-US)
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D (long date – For example, 2009-06-15T13:45:30 -> Monday, June 15, 2009 (en-US)
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f (Full date/time pattern (short time) – 2009-06-15T13:45:30 -> Monday, June 15, 2009 1:45 PM (en-US)
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F Full date/time pattern (long time) – 2009-06-15T13:45:30 -> Monday, June 15, 2009 1:45:30 PM (en-US)
5.
Select the Policies tab if it is available (for equipment removal and asset properties changes). This example is for an equipment removal request type:
Note: For an asset properties change request type, the first four options are disabled.
6.
Select the options that are mandatory for this type of request.
7.
If you are creating an equipment removal request type, you can specify whether comments are:
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Editable
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Read only
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Required
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Warning
8.
If you are creating an asset properties change request, select the Process tab.
9.
Select the appropriate process:
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Review and approval are not required – No vetting process is needed for requests of this type
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Review process – The review process is used with requests of this type. Identify the number of levels and the label for each Review tab (maximum 50 characters). Each label is followed by “Review”, so setting the first level value as “First” will result in the tab label “First Review”. Also see To Set Site Options for the Review Process.
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Approval process – APM approvals process is used with requests of this type
10.
Select the Description tab to add more information.
11.
Click OK to save the type and close the dialog.

To Set Request Types for the Site

1.
From the Site window, select the Assets view, Settings tab. Select the Assets tab and the Asset management settings node in the tree.
Tip: You can also select the Administration menu, Asset Management Settings, and then Asset Management. The Asset Management Settings dialog appears.
2.
Select the Change Requests and Types tabs. This tab displays the asset change request types for the enterprise.
3.
Click Edit to set the request types for priority and status changes. The Edit button changes to Save. For example:
4.
Select a type in the list of active request types for asset priority updates.
5.
Select a type in the list of active request types for asset status changes.
6.
Select a type in the list of active request types for equipment removal requests.
7.
Click Save.

To Set Site Options for the Review Process

1.
In the Site window, select the Assets view and the Settings tab.
2.
Select the Change Requests tab and then the Options tab.
3.
Click Edit to modify the site settings. The Edit button is replaced by the Save button.
4.
Select Asset change review process is used at this site.
5.
Select the change request type that defines names for the review levels.
6.
Click Save.
You can view the review tabs in the Site window, Assets view, Change Requests tab. For example: