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Defining Change Request Creation Settings

When AWEIS is in use, checksheet status can determine whether a change request for the associated interop work request or interop work order needs to be sent to the CMMS.
For example, when a checksheet status of “Inspection completed” is assigned to a checksheet, you could have APM automatically check the checksheet work status settings and the other checksheets associated with the work document to determine if all of the criteria have been met to send a change request. If all the criteria are met, the change request is generated and sent to the CMMS, where the work document is updated. A message is returned to APM, where the interop work document’s status is updated.
Setting up this functionality involves:
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On checksheet statuses, ensure that the supported events include evaluating settings to determine if change requests are required. See To Updated Checksheet Statuses
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Define settings for creating change requests when checksheet statuses change. See To Define Change Request Creation Settings

To Updated Checksheet Statuses

1.
From the Site window, select the Inspection Management view, the Settings tab, and then the Checksheets tab. Select the Checksheet Settings node in the tree.
Tip: You can also click the Administration menu, Inspection Management Settings, and then Checksheet Settings. The Checksheet Settings window appears.
2.
Select the Checksheet Statuses tab.
3.
In turn, open each of the statuses that indicate that the original work document might be complete, for example, “Processed” or “Inspection complete”.
4.
In the Checksheet Status Properties window, click Edit.
5.
On the General tab, select the Events tab.
6.
Select one or both of these options:
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Evaluate settings to determine if work order change request is required
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Evaluate settings to determine if work request change request is required
For example:
7.
Click OK to save your changes and close the window.

To Define Change Request Creation Settings

1.
From the Site window, select the Work Management view and the Settings tab. Select the Work Management tab and the Interoperability work management settings node in the tree.
Tip: You can also select the Administration menu and then Work Management Settings. The Work Management Settings dialog appears.
2.
Select the Change Requests tab and then the Change Request Creation tab. This tab lists the change request creation settings for the site:
Tip: While settings are being developed, you can mark them as inactive to prevent them from being selected. When you are ready to enable the settings, select it in the table and click Mark as Active.
3.
Click New. The Checksheet Work Status Settings dialog appears:
4.
Provide the following information:
Setting Name
Description
Name
Descriptive identifier for the collection of settings.
Work orders
When this option is selected, the settings can be applied to work orders.
Work requests
When this option is selected, the settings can be applied to work requests.
Sequence
The sequence number determines the order in which settings are evaluated. Settings with lower sequence numbers are processed first.
First status
First checksheet status. When this status is applied to a checksheet, the work order or work request is evaluated to determine if a change request is required.
Second status
When this status is applied to a checksheet, the work order or work request is evaluated to determine if a change request is required.
Third status
When this status is applied to a checksheet, the work order or work request is evaluated to determine if a change request is required.
Update rule
One of these values must be selected in order for change requests to be generated:
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All checksheets match one of the statuses – All of the work document’s associated checksheets are complete. That is, their checksheet statuses match one of the statuses selected in the settings
•
At least one checksheet matches one of the statuses selected in settings – One (or more) of the checksheets associated with the work document has a status that matches a status selected in the settings
•
No checksheet matches any of the statuses – None of the checksheets associated with the work document have statuses that match any of the statuses selected in the settings
5.
Select the Change Request tab.
6.
Identify the properties of new change requests:
Setting Name
Description
Change request type
Change request type that will be selected in new change requests.
Change request status
Change request status that will be selected in new change requests.
Work status
Work status that will be selected in new change requests.
Comments
Comments are copied to the new work document change request.
Send for approval
If this option is selected, the new work document change request is sent for approval.
Approval route
The work document change request will use this approval route. To be available for selection, a route must support change requests.
7.
Select the Description tab to add more information.
The Status tab displays the active status and history.
The History tab displays information about when the set of settings was created and updated.
8.
Click OK to save the settings and close the dialog.