Concepts

Settings

Setting up Construction Form Templates

Construction form templates define the contents and behavior of construction forms based on the types of assets that are installed as part of a construction work order. The template defines:

•	Asset statuses that are applied to installed and removed assets

•	Serial number search profile and asset change request type to be used with forms of this type

•	Whether a supervisor checksheet is generated with the form’s activities. The task template and supervisor type to use if supervisor checksheets are generated

•	Rules for validating the form; that is, which general properties are mandatory

•	Options for identifying manufacturers on forms

•	Types of assets to be installed

•	Characteristics of source and target properties

•	Available statuses for construction forms

This topic explains the roles of asset types and properties, as well as how to set up templates:

•	Template Asset Types

•	Properties of Template Asset Types

•	How To Define General Properties for a Construction Form Template

•	How To Set up Template Asset Types

Template Asset Types

For each template asset type, you can identify the following:

•	The APM asset type it is based on

•	Whether an asset group is used. Asset groups simplify data entry by allowing attributes that have a common value for a group of assets to be entered only once on the construction form. Information that is specific to each asset in the group is entered at the detail level

Examples of asset types that support groups are air switch, circuit breaker, single-phase regulator, and CT/PT/CCVT/SSVT. APM provides detail entry UI panels for these asset types

•	Whether serial numbers are required. Users can search assets by serial number to see if the equipment being installed already exists in APM

•	Alternatively, whether asset reuse is supported. If it is not, all assets on the construction form represent new assets. Asset reuse and serial number searching are mutually exclusive

•	Whether a child asset is required. A child asset is used when both an asset and a child asset’s information is entered as a single entry on the construction form. When the form is processed, two assets are created: the asset and its child, including their parent-child relationship

Examples of asset types that support child assets are circuit breaker (child asset type of operator), three-phase regulator (LTC), and three-phase transformer (LTC). APM provides UI panels for the child asset types

•	Whether construction form details are generated for each of the asset’s descendants. Each detail is populated with the asset’s values. Only assets with an asset type on the template are added.

Tip: This functionality is useful for mobile trailers (Electrical - Mobile trailer asset type) that transport many types of equipment (for example, transformers, station battery, battery charger, series reactors, and bushings) to a site to support operations while on-site equipment is repaired or replaced.

•	Whether manufacturer rules apply. These options are only applicable to circuit breakers and operators

For more information, see Setting up Manufacturer Rules for Construction Forms.

•	The UI panel to display for the asset type. This is the panel presented to the user when an asset of this type is created on a construction form. If the appropriate panel does not exist in the set of panels delivered with the product, a new panel must be created

In the case of asset groups, two panels are identified: the main (header) panel and the detail entry panel

•	Properties (attributes and relationships) used with asset types. When the assets are created or updated, their properties are populated with the values entered on the construction form

•	Hierarchy information for assets created from the form

•

Asset program profiles. The profile determines which, if any, installation inspections and other activities need to be performed when an asset of this type is installed. When the construction form is processed, reliability programs (standard jobs, tasks, indicators, and documents) are generated for the assets

Properties of Template Asset Types

The asset type properties are a very important component of the construction form and construction form template. Each property identifies:

•	The property on the construction form detail that the property represents. The property can be linked to an attribute or relationship on the construction form detail

•

The asset target property that the property maps to. When the asset is created or updated, the value entered in the construction form property is copied to the identified asset property. If the target property is defined incorrectly, either the asset creation action will fail or the value will be copied to the incorrect property on the asset

•	The characteristic target identifies the character class and characteristic to which the value is copied

•	Mandatory settings identify the point in the construction form process that the property is mandatory. A property can be made mandatory during data entry, supervisor review, administrator review, or asset specialist review steps

To Define General Properties for a Construction Form Template

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 Templates tab. This tab shows the templates defined for the enterprise.

3.	Click New. The Construction Form Template Header window appears:

4.	On the General tab, provide the following information:

Setting Name

Description

Name	Descriptive identifier for the construction form template.

Site	Site where the template is available. If a site is not identified, the construction form template can be used throughout the enterprise.

Installed assets

Asset status automatically assigned to installed assets when they are created in APM.

Removed assets

Asset status automatically assigned to equipment when it is removed from the installation.

Name starts with

Value used to filter the list of UI panels available when you are selecting panels of construction form asset types.

Serial number search profile

Profile used with all asset serial number searches.

Change request type

Asset change request types define the kind of change (properties, status, removal), request status, and other properties on requests.

Generate a supervisor checksheet

When this option is selected, a supervisor checksheet can be generated for a construction form based on the template.

Generate a supervisor checksheet

When this option is selected, a supervisor checksheet can be generated for a construction form based on the template.

Task template to use

The standard task template used to create the supervisor checksheet.

Assign collection to

Specifies whether the checksheet is assigned to the maintenance supervisor, construction supervisor, or no-one.

5.	Select the Details tab.

6.	Select the properties that are mandatory for construction forms of this type.

Setting Name

Description

Work order

Construction forms of this type are required to identify the originating work order.

Work request

Construction forms of this type are required to identify the originating work request.

Emergency job description

Construction forms of this type are required to provide descriptions for emergency jobs (which are not associated with a work order).

Maintenance supervisor

Construction forms of this type are required to identify a maintenance supervisor.

Construction supervisor

Construction forms of this type are required to identify a construction supervisor.

Request date and requested by

Construction forms of this type are required to specify the request date and the employee who requested the form.

In service date

Construction forms of this type are required to specify the in-service date.

Installed on date

Construction forms of this type are required to identify the date when the object is installed.

7.	By default, a construction form can only be edited on the remote computer where it was created. To allow forms to be edited on other remote computers, clear the Restrict.. option.

8.	Select the Manufacturers tab to set options for identifying manufacturers for assets.

9.	Select the appropriate option for identifying the manufacturer of the main asset or equipment (for example, circuit breaker). The options are:

•	Either select or enter the manufacturer name – Users can select the manufacturer from a list or type in the manufacturer name in a text box

•	Select manufacturer name – Users can only select the manufacturer from a list maintained in APM

•	Enter manufacturer name – Users can only type in the manufacturer name

10.	Select the appropriate option for identifying manufacturers of secondary equipment that is identified on the template asset type (for example, circuit breaker operator). The options are:

•	Either select or enter the manufacturer name – Users can select the manufacturer from a list or type in the manufacturer name in a text box

•	Select manufacturer name – Users can only select the manufacturer from a list maintained in APM

•	Enter manufacturer name – Users can only type in the manufacturer name

11.	Select the Asset Types tab to add asset types. For instructions, see To Set up Template Asset Types.

12.	Select the Statuses tab. This tab lists the available construction form statuses. For example:

13.	Select the statuses that can be used with construction forms of this type.

14.	In the Default status list, select the status to be assigned to construction forms of this type when they are created.

15.	Select the Description tab to add more information.

16.	Save and close the construction form template.

To Set up Template Asset Types

1.	In the Construction Form Template Header window, Properties view, select the Asset Types tab.

You can mark asset types as inactive until you are ready to include them in the template. You can change the order of asset types in the construction form using the Move Up and Move Down buttons. You can also update the sequence numbers by clicking Order as Sorted.

2.	For each asset type that you wish to add, click New. The Construction Form Template Asset Type Properties dialog appears:

3.	Browse for the asset type in APM on which to base the template asset type. The asset type and name values are displayed.

4.	Provide a sequence number for the asset type.

5.	Set construction form options:

Setting Name

Description

Supports an asset group

Asset groups simplify data entry by allowing attributes that have a common value for a group of assets to be entered only once. Information that is specific to each asset in the group is entered at the detail level.

Serial number is mandatory

Indicates whether asset serial number searches can be performed to see if the equipment being installed already exists in the database. If the search does not find a matching asset, a new one can be created with the provided serial number. If an asset group is supported, serial number searches are available at the detail level only.

Note: Serial number is mandatory is enabled only when a serial number search profile has been selected for the construction form template.

Supports asset reuse

Indicates whether existing assets can be reused. If asset reuse is not allowed, all assets on the construction form represent new assets. If an asset group is supported, reuse is available at the detail level only. Note: Asset reuse and mandatory serial number are mutually exclusive.

Supports photos

Indicates whether photographs can be attached to construction forms of this type. If an asset group is supported, photographs are available at the detail level only.

Photo is mandatory

Indicates that a photograph must be attached to construction forms of this type.

6.	Select child asset options. When Supports a child asset of type is selected, additional settings appear:

 

Setting Name

Description

Supports a child asset

A child asset is used when both an asset and a child asset’s information is entered as a single entry on the construction form. When the form is processed, two assets are created: the asset and its child, including the parent-child relationship. Select the asset type of the child.

Prompt existing child asset

When the construction form supports a child asset, child assets are automatically added to construction forms when the parent asset is added. Child assets retain their parental relationships.

Generate subordinate asset details

When this option is selected, APM automatically adds the asset’s descendants to the construction form. A detail record is created for each descendant asset, along with its values. Note: Descendants whose asset types are not included in the template are excluded.

Supports asset reuse for the child asset

Indicates whether existing assets can be reused. If asset reuse is not allowed, all child assets on the construction form represent new assets. Asset reuse and mandatory serial number are mutually exclusive.

Serial number is mandatory for the child asset

Indicates whether asset serial number searches can be performed to see if the child asset being installed already exists in the database. If the search does not find a matching asset, it can be created with the provided serial number.

Photo is mandatory for the child asset

Indicates that a photograph must be attached for child assets in construction forms that use this template.

7.	Parent asset options are available for assets that are normally associated with a parent asset; for example, a primary chamber can be considered a child of a transformer. The options are:

•	All assets parented under the construction form’s asset – The default option places all assets created from the form under the construction form’s asset

•	Assets are parented under an asset identified on the construction form – When creating a form, you can select from the other form details. When assets are created or updated from the form, the child asset is associated with the selected parent

•	Assets are parented to an asset record – When creating a form, you can select an asset from the site hierarchy

You can limit the parent assets to selected types. Click Limit assets and select the types in the list.

8.	If the asset type is a circuit breaker, circuit breaker and operator, select the Manufacturer tab.

9.	Select the appropriate option if manufacturer rules adjust the properties displayed in construction form panels.

Note: Properties that are controlled by manufacturer options cannot be designated as “Mandatory” in the construction form template’s asset type properties. If they are irrelevant, they will fail the construction form validation process.

10.	Select the Panels tab. This example is for an asset group, so it requires panels for the header and detail levels:

All of the panels used by construction forms have names that start with “Construction form”. For example, the asset type “Electrical - Bus” uses the panel “Construction form - Electrical substation - Bus”.

All panels use the join path “AssetSpecifications”.

Group detail entry panels have names that include “group equipment”. For example, the detail entry panel for the circuit breaker group is “Construction form - Electrical substation - Circuit breaker group equipment”.

11.	For the construction form panel, select the AssetSpecifications join path. Select the appropriate panel in the Panel list.

12.	If the group detail entry panel options are available, select the AssetSpecifications join path. Select the appropriate panel in the Panel list.

13.	Select the Properties tab. Click Generate Details. APM populates the table with the properties from the asset type’s panel(s). Here is an example for the circuit breaker and operator asset type:

The Properties tab provides several table configurations:

•	Properties for the asset type’s form

•	Group header properties for the form

•	Equipment properties for the form

•	Potential duplicates

•	Mandatory properties for the form

14.	Verify each property. APM provides several ways to work with properties:

•	Click the Form icon () to view one property at a time. For example:

Use the navigation arrows to move between properties.

•	In the Properties tab, double-click a property to open its window. When you have finished editing the property, click OK.

•	Use in-cell editing to change values in the Properties table. For more information, see Entering Data in Tables

15.	Verify that the property join path, type of property, and attribute or relationship are correct. Check the following:

•	The join path is either AssetSpecifications or Manufacturers Info

•	For manufacturer information (manufacturer name, model, year), the join path should be to Manufacturers Info, rather than ConstructionFormDetail.ManufacturersInfo

•	Type of property is either Attribute or Relationship

•	The attribute or relationship is set

•	The property name is set

•	Asset target property’s join path, type of property, and attribute/relationship are the same as the values for the source property. There are exceptions when an asset group or child asset are used

•	Delete redundant properties. For example, several Asset properties might be generated that can be removed, as well as Asset status, Conflict resolution, and Has equipment

•	For child asset properties, select an option to apply the property to a child asset

16.	Select the Characteristic tab to set the asset characteristic for each property. For example:

17.	In the Characteristic target area, make any changes required for the target characteristic in the CMMS. You can select a characteristic class, characteristic, and attribute. For numeric data types, you can specify the number of decimal places allowed in the Quantity precision box.

18.	Select the Rules tab to set the validation rules for the property.

19.	For properties with numeric data types, you can set the minimum and maximum values that users can enter in the construction form.

20.	Select the Description tab to add more information to the template.

Tip: If you need to add a property, first update the UI panel(s) to include it. Then open the Construction Form Template Asset Type Properties window, select the Properties tab and click New. In the Construction Form Template Property window, provide the source and target mapping for the property.

21.	In the Construction Form Template Asset Type Properties window, select the Installation tab. For example:

22.	Specify where new/updated assets will be placed in the physical hierarchy:

Setting Name

Description

Assets are installed as a child of:

The options are: • The construction form asset – The asset that you select when creating a construction form will be the parent of assets of this type • The asset with a matching asset type and hierarchy code – Select the asset type and hierarchy code. APM finds the first descendant of the construction form asset with the matching hierarchy code and asset type. This will be the parent of assets • The asset with a matching asset type – Select the asset type. APM finds the first descendant of the construction form asset with the matching asset type. This will be the parent of assets Note: If a matching asset is not found, APM uses the construction form asset.

23.	Click Browse in the Installation activities and inspections area. The Browse Asset Program Profiles dialog appears. For example:

24.	Select one or more profiles and click OK. You might, for example, add profiles for the parent and child assets. The profiles are added to the table.

25.	If the template asset type supports a child asset, you can specify which assets to apply the program to. Double-click the asset program profile to open the Construction Form Asset Type Program Profile dialog:

•	You can specify that the program is applied to the parent asset only (default selection), the child asset only, or both assets.

•	Click OK to close the dialog.

26.	Select the Description tab to add more information.

27.	Click OK. The dialog closes and the type is added to the Asset Types tab.

Tip: You can return to the Construction Form Template Asset Type Properties dialog in the future to view an audit history of the type. Select the History tab, which lists actions performed by event and data element.