Activate an Asset Strategy

There are two activate operations in ASM:

Baseline: This is mostly used to approve existing strategies for assets without going through the Pending Review state.
Propose: This allows the asset strategy to go through a review workflow so that the strategy can be modified before it is activated.

Steps: Activate your Asset Strategy as a Baseline

Access an asset strategy.
Select the asset strategy you want to activate as a Baseline.

The Strategy Details workspace for the selected asset strategy appears.
In the upper-right corner of the workspace, select , then select Baseline, and then select Done.

A window appears, asking you to confirm the proposed changes to the strategy.
Select Yes.

You will receive a notification that the strategy is activated.

Steps: Approve your Asset Strategy as a Proposed Strategy

Access an asset strategy.
Select the asset strategy you want to activated as Proposed.

The Strategy Details workspace for the selected asset strategy appears.
In the upper-right corner of the workspace, select , then select Propose, and then select Done.

A message appears, asking you to confirm that you want to perform the Propose operation.
Select Yes.

The Basis for Revision text box appears.
Enter the basis for your revision, and then select OK.

The asset strategy enters the Pending Review state.
To make the strategy active, select , select Make Active, and then select Done.

A window appears, asking you to confirm that you want to activate the strategy.
Select Yes.

The strategy is activated.

Tip: If you want to rework a proposed strategy any time after it is activated, select Rework from the strategy's state menu, and then Done.