Use Mass State Management in a System or Unit Strategy

In the Review Strategy workspace, you can use mass state management to update the state of all the Asset Strategies contained within your system or unit strategy at the same time.

Steps

  1. Access the system or unit strategy for which you want to use mass state management.
  2. Select the Review Strategy tab.

    The Review Strategy workspace appears. The following image shows the Review Strategy workspace for a system strategy.

  3. In the State box, select the state that you want to assign to the system or unit strategy.

    Note: The State and Operations drop-down menus are context-sensitive. The option that you select in the State drop-down menu effects the choices that you have in the Operations menu.

  4. In the Operations box, select the operation that you want to use to transition the current system or unit strategy to the state selected in Step 3.

  5. Select Apply.

    A message appears, asking you to confirm that you want to update the state of the asset strategies contained within the selected system or unit strategy.

  6. Select Yes.

    A message appears, confirming that the state of the selected system or unit strategy has been updated.

Note: To move the strategy through the rest of the state assignments, perform steps 3 through 5 as needed. To view the state assignments and the state management history at any time, select Assignments in the upper-left corner.

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