*
Concepts
*
Tasks
*
Settings

Creating a Work Document Change Request

Change requests specify updates to be performed on work documents in the external CMMS (for example, SAP) that manages assets and work. AssetWise Enterprise Interoperability (AWEIS) conveys requests to the CMMS and returns updates for the interop documents in APM. APM supports work document change requests for work orders and work requests.
Creating a work document change request involves selecting the work order or work request and the request type and then entering the new information for the work document. Depending on the requirements set out in the request type, the change request might need to be sent for approval. When these steps are complete, the request can be submitted to AWEIS.
APM sends a change request to AWEIS when one of the following occurs:
•
The change request status changes to a status that sets its interop status to “Ready to send”
•
The change request is manually submitted
APM proceeds if the request’s approval status is either “Not required” or “Approved”. When the request has been sent, its interop status changes to “Sent”. For information about the approval process, see Sending a Work Document Change Request for Approval.
This topic explains how to:
•
To Create a Work Document Change Request
•
To Submit the Change Request to AWEIS

To Create a Work Document Change Request

1.
Initiate a work document change request from one of the following locations:
•
Work Order window, Change Requests view. Click New
•
Work Request window, Change Requests view. Click New
•
Site window, Work Management view, Change Requests tab. Click New
•
Checksheet window if the checksheet references a work order or work request (check the Properties view, Source tab). Click the Tools menu and click New Work Order Change Request or New Work Request Change Request
The New Work Order Change Request or New Work Request Change Request window appears, showing the start panel. This example was initiated from the Work Management view, Change Requests, Work Orders tab:
2.
Provide details about the request:
Setting Name
Description
Request number
APM automatically assigns the next available number to each new change request.
Work order
Interop work order that is the subject of the change request.
Or
Work request
Interop work request that is the subject of the change request.
Asset
Asset to work on for the work document. The asset must be an interop asset, which means that there is a corresponding object in the CMMS. The asset can also be the descendant of an interop asset in the site’s physical hierarchy.
Work status
Work status assigned to the work document.
Request type
Change request types determine whether requests can be created for work requests, work orders, or both. They also specify whether requests must be associated with users designated as maintenance or construction supervisors, which properties are mandatory or optional on requests, which work statuses are available, and whether the request must be sent for approval.
Title
Provide a descriptive name for the request.
Maintenance supervisor
This employee has been assigned the supervisor role in his or her APM employee record.
Construction supervisor
This employee has been assigned the Construction Supervisor role in his or her APM employee record.
3.
Click Next. The New Work Order Change Request or New Work Request Change Request window appears. Here is an example for a work order:
4.
Select a request status.
5.
The work request type determines which information is available to be updated. Rules in the request type specify whether data are optional or required. On the General tab, add or revise data.
6.
The Event tab is available if the request type specifies that “Event completion” is included. For example:
You can select an event, object part, damage code, and activity code.
If the site uses failure codes (rather than object part, damage and activity codes), you can select event, part, damage, and action.
7.
If available, select the User Fields and Reference Numbers tabs and add or revise information.
8.
Select the Details tab to view and edit data from the start window. For example, you can change the request type or edit the request title.
9.
Select the Description tab to add information.
10.
When you have finished, close the change request window.

To Submit the Change Request to AWEIS

1.
In the Site window, select the Work Management view and the Change Requests tab.
2.
Select the Work Orders or Work Requests tab.
3.
Select the change request in the list. In the Selected list, click Submit.
Note: If the change request must be sent for approval, it is sent to AWEIS automatically when the request is approved.