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Setting up Work Document Change Request Statuses

A work document change request’s status indicates its progress in the workflow, for example, “New request” or “Sent for approval”.
A change request’s status can be updated manually or by events in APM or AWEIS. To ensure that statuses change appropriately in response to APM and AWEIS events, assign the appropriate change request status to the corresponding event. You can do this in the site interoperability profile window.
Tip: To view work document change requests and their statuses, select the Site window, Work Management view, and the Change Requests tab.
This topic explains how:
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To Set up an Asset Change Request Status
•
To Update the Site Interoperability Profile
For related information, see Setting up Site Interoperability Profiles for AWEIS.

To Set up an Asset Change Request Status

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 Statuses tab. This tab displays the work document change request statuses for the site. For example:
Tip: While statuses are being developed, you can mark them as inactive to prevent them from being selected. When you are ready to enable the status, select it in the table and click Mark as Active.
3.
Click New. The Work Document Change Request Status Properties dialog appears:
4.
Provide the following information.
Setting Name
Description
Status
Descriptive identifier for the change request status.
Work orders
When this option is selected, the status is used with work order change requests.
Work requests
When this option is selected, the status is used with work request change requests.
5.
In the Rules for this status area, adjust the following settings:
Setting Name
Description
Properties can be updated
Allows users to change an object’s properties.
Clear this option to prevent users from editing objects when this status is applied. For example, you could disable editing for objects that have been sent for approval.
Request 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.
Can be manually set
When this option is selected, users can assign the status manually.
6.
In the Interop status area, you can specify that the request’s interop status changes when this request status is applied. Click Change interop status and select the interop status.
When the interop status changes to “Ready to send”, the change request is automatically submitted to AWEIS.
7.
Select the Formatting tab.
8.
Set the font, text color, and background color to be displayed in table rows and charts.
9.
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 status was created and updated.
10.
Click OK to save the type and close the dialog.

To Update the Site Interoperability Profile

1.
In the Enterprise window, select the Integrations view, the AssetWise Interoperability tab, and then the Interoperability Profiles tab.
2.
Double-click the profile used at the site. The Site Interoperability Profile Properties window appears. Click Edit.
3.
Select the Change Requests tab. In turn, select the Work Orders and Work Requests tabs. For example:
4.
For each of the APM events, assign a change request status:
Setting Name
Description
Creation
Work document change request status applied when the request is created.
Send for approval
Work document change request status applied when the request is sent for approval.
Approved
Work document change request status applied when the request is approved.
Approval rejected
Work document change request status applied when the request is rejected.
Redrafted
Work document change request status applied when a rejected request is redrafted.
5.
For each of the interop events, assign a change request status:
Setting Name
Description
Ready to send
Work document change request status applied when the interop status changes to Ready to send.
Sent
Work document change request status applied when the interop status changes to Sent.
Accepted
Work document change request status applied when the interop status changes to Accepted.
Rejected
Work document change request status applied when the interop status changes to Rejected.
Error
Work document change request status applied when the interop status changes to Error.
6.
Click OK to save your changes and close the window.