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Settings
 

Setting up Statuses for Construction Forms

You can use statuses to control the work flow and processes for construction forms. For example:
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Actions – You can have APM perform one or more actions when the status is assigned to an object. In a typical implementation, when a form’s status changes to “Validation completed”, APM starts the process that generates and updates assets. You can also have the form’s process step changed when the status is applied
•
Rules – The status rules define the actions that users can perform on the form. For example, the status “Data entry” might allow you to add equipment to the form but not generate activities
•
Options – You can also select the information to be shown on forms with the current status: assets created or updated, installation inspection check sheets created, and asset change requests created. When any of these options are selected, APM adds the Activities view to the Construction Form window and the Activities tab to the Construction Form Detail Properties window
•
Status rules – You can restrict the statuses that can be assigned to forms with the current status. For example, you could prevent any other status from being applied to forms that have been vetted by an administrator.
You can allow users to manually apply a status to a form. Alternatively, the status will only be assigned in response to system events.
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Events – You can also select the statuses to be assigned to forms when events occur on the site. For example, when a form is created, it could automatically be assigned the status “Data entry”. For more information, see Setting up Automatic Status Assignments for Construction Forms.
Status properties include formatting choices such as font, text color, and background color for display in tables and graphs.

Example Statuses and Properties

The following table shows the properties of an example set of simple statuses, including actions, rules, options, and events. These statuses assume that users add equipment to the form and then start the validation process manually. You can create statuses to meet your organization’s needs.
Properties
Data entry
Validation completed
Completed
Canceled
Actions
Form & details are
validated
N
N
N
N
Assets are
created or updated
N
Y
N
N
Asset change request is created
N
Y
N
N
Installation
activities are
generated
N
Y
N
N
Process step is updated
Field entry
N
Complete
N
Rules
Header properties can be updated
Y
Y
N
N
Installation and in-service dates can be updated
Y
Y
N
N
Detail properties can be updated
Y
N
N
N
New equipment can be added
Y
N
N
N
Form can be validated
Y
N
N
N
Assets can be
created & updated
N
Y
N
N
Installation
activities can be
generated
N
Y
N
N
Supervisor checksheet can be generated
Y
Y
Y
N
Asset change request can be
created
N
Y
N
N
Include in maintenance supervisor review list
Y
Y
Y
Y
Include in construction supervisor review list
Y
Y
Y
Y
Form can be deleted
Y
N
N
Y
Form’s life cycle is
complete
N
N
Y
N
Form is canceled
N
N
N
Y
Can be manually set
Y
N
N
Y
Options
 
 
 
 
Show assets
N
Y
Y
N
Show checksheets
N
Y
Y
N
Show change requests
N
Y
Y
N
Events
 
Creation
Validated field entry
Change request created
 

To Set up a Construction Form Status

1.
In the Site window, select the Construction Management view and the Settings tab. Select the Construction Management Settings node in the tree.
Tip: You can also select the Administration menu and then Construction Management Settings. The Construction Management Settings dialog appears.
2.
Select the Statuses tab. This tab shows the statuses defined for the enterprise.
3.
Click New. The Construction Form Status Properties dialog appears:
4.
Provide the following information:
Setting Name
Description
Status
Unique name for the status.
Site
Site where the status can be used.
Tip: To limit the scope of a status, select the top site in the branch of the hierarchy where the status can be used. The status will be available to the top site’s child sites.
Used with construction form
Indicates that the status is used with construction forms.
5.
On the Actions tab, select the actions that APM will perform when the status is assigned to a form:
Setting Name
Description
The form and details are validated
APM starts the validate function for the construction form and details when the status is assigned to the form.
Assets are created or updated from the form details
APM creates or updates assets when the status is assigned to the form.
Asset change request is created
APM creates an asset change request when the status is assigned to the form.
Installation activities and inspections are generated for assets
APM generates installation activities and inspection checksheets when the status is assigned to the form.
Supervisor checksheet is generated
APM generates the supervisor checksheet when the status is assigned to the form.
Actions description
Text to display next to the status in the Change Construction Form Status dialog’s New status list.
Update the form’s process step
APM changes the form’s process step to the selected value when this status is assigned to the form.
•
Field entry
•
Complete
Note: APM first validates the form to ensure that it meets the requirements to transition out of the current step. If validation errors occur, the form’s status is not updated.
6.
Select the Rules tab.
7.
Select the appropriate options:
Setting Name
Description
Header properties can be updated
Allows users to change header properties, for example, form name, work order, and supervisors on the construction form.
Installation and in-service dates can be updated
Allows users to change the header properties installation date and in service date.
Details properties can be updated
Allows users to change the properties of the construction form details.
Tip: Clear this option to prevent users from editing objects when this status is applied. For example, you could disable editing for forms that are ready for supervisor review.
New equipment can be added to the form
Allows users to add equipment details to the construction form.
Note: Details properties can be updated must also be selected.
Form can be validated
Allows the validation process to be performed on the construction form.
Asset creation and update allowed
Allows APM to create and update the form’s assets.
Installation activities generation is allowed
Allows APM to generate the inspection activities for the form’s assets.
Generation of supervisor checksheet is allowed
Allows the supervisor checksheet to be generated manually, in response to status changes, or when activities are generated.
Asset change request creation is allowed
Allows the asset change request to be created.
Include in maintenance supervisor review list
Construction forms with this status are included in the review list of maintenance supervisors. This list is displayed in the panel titled “My desk - maintenance supervisor construction form review” that can be used in My Desk dashboards.
Include in construction supervisor review list
Construction forms with this status are included in the review list of construction supervisors. This list is displayed in the panel titled “My desk - construction supervisor construction form review” that can be used in My Desk dashboards.
Form can be deleted
Construction forms with this status can be deleted.
Life cycle is complete
When this status is set on an object, its end date and time are set.
Canceled
The object is no longer available for use.
8.
Select the Options tab.
9.
Select the appropriate options:
Setting Name
Description
Show the assets that were created or updated
Displays assets that were created or updated in the Construction Form and Construction Form Details windows.
Show the installation inspection checksheets created
Displays checksheets that were created in the Construction Form and Construction Form Details windows.
Show the asset change requests created
Displays the asset change requests that were created in the Construction Form and Construction Form Details windows.
Show the related gas transactions
Displays the related gas transactions in the Construction Form and Construction Form Details windows.
10.
Select the Status Rules tab.
11.
Can be manually set is selected by default, which means that users can assign this status to construction forms. To prevent this, clear the option. The status will only be assigned in response to system events.
12.
To identify one or more statuses that can be assigned to forms with the current status, click Restrict next status. The statuses are displayed in the “Valid next statuses” table. Select the ones that can follow the current status.
13.
Select the Formatting tab.
14.
Use the options on this tab to set the font, text color, and background color of the status when it appears in tables and charts.
15.
Select the Description tab to add more information.
16.
Click OK. The dialog closes and the status is added to the Statuses tab.