*
Concepts
*
Tasks
*
Settings

Setting up Inspection Report Statuses

Your organization can use report statuses to track the life cycle of inspection reports in APM. The status can also determine the actions that you can perform on the reports to which it is applied. For example, in one typical implementation, when a report has the status “New,” you can update its content. When the status changes to “Closed,” the report becomes read-only. Status properties include formatting choices such as font, text color, and background color.
You can have the system perform one or more actions when the status is applied to a report. For example, you could specify that when the “Inspection complete” status is assigned to a report, the standard task next due date is calculated.
When the appropriate status setting is enabled, you can apply the status manually to a report. Statuses can also be set automatically based on system events. The inspection report’s type sets the rules for assigning statuses. For more information, see Setting up Inspection Report Types.

To Set up Inspection Report Statuses

1.
From the Site window, select the Inspection Management view, the Settings tab, and then the Inspection Reports tab. Select the Inspection Report Settings node in the tree.
Tip: You can also click the Administration menu, Inspection Management Settings, and then Inspection Report Settings. The Inspection Report Settings window appears.
2.
Select the Report Statuses tab. This tab lists inspection report statuses for the enterprise.
Tip: You can mark a report status as “inactive” to prevent it from being assigned to inspection reports. To deactivate or reactivate a value, select the status in the list and click Mark as Inactive or Mark as Active. The Mark as Inactive/Active dialog appears, where you can enter a comment and click OK. Click OK in the confirmation message that appears.
3.
For each status you wish to create, click New. The Inspection Report Status Properties dialog appears.
4.
Provide a name for the status, for example, “In Progress”, “Inspection completed”, or “Approved”.
5.
Enter a sequence number to position the status in drop-down lists of statuses.
6.
To select a new icon, click Change Icon, select a graphic, and click OK.
7.
In the Rules areas, select the appropriate options:
Setting Name
Description
Report content can be updated
Allows users to change the report’s properties.
Clear this option to prevent users from editing reports when this status is applied. Typically, you would disable editing for reports that have been completed.
Report can be sent for approval
When this option is selected, inspection reports with this status can be sent for approval.
Next inspection can be planned
When this option is selected, the report is ready for next inspection planning.
Report is complete
Typically, a status with this option selected is applied to reports for informational purposes. For example, you can filter and sort lists of reports according to status. If Report content can be updated is cleared, the report content read-only.
Can be manually set
When this option is selected, users can assign the status manually.
Tip: If this status is set by the system in response to an event in the work flow (for example, when the inspection report is sent for approval), you might wish to clear this option.
8.
Select events that APM will perform when a report is assigned the status:
Setting Name
Description
Standard task next due date is calculated
When a status with this option selected is applied to a report, APM calculates the due dates of standard tasks referenced in the report.
Readings are updated as regulatory readings
When a status with this option selected is applied to a report, APM updates readings on the report’s open checksheets by selecting the Regulatory inspection option.
9.
Select the Formatting tab.
10.
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.
11.
Select the Description tab to provide more information about the status.
12.
Click OK to close the dialog. The status is added to the list.