About the State Configuration

State Configuration provides a way for GE Digital APM users to indicate the status of a record and its associated information.

For example, the workflow for requesting maintenance work involves creating a Work Order record, assigning the record to the maintenance personnel, and then closing the record after the work is completed. In this case, it might be useful to show the status of the Work Order record as either Created, Assigned, or Closed.

You can use the Configuration Manager to define State Configuration for a family so that GE Digital APM users can apply status to records in those families. A family's state configuration consists of the combination of:

States: These identify the status of a record. For example: Proposed, Rejected, Assigned, In Progress and so on.
Operations: These define the available transition between the states. Operations help users to determine what steps should be taken next. For example: Reject, Approve, Assign and so on.

In most cases, the same user will not be performing all operations. Instead, one user will be responsible for one operation or a small set of operations, while another user will be responsible for another small set of operations. In this way, the operations guide users to perform the tasks for which they are responsible while prohibiting them from performing tasks that they should not participate in.
Rules: These dictate a record's available states and the transitions that change the state.

You will define a family's state configuration by accessing the State Configuration section from the top navigation bar. You can use the State Configuration workspace to define a state and modify the workflow between the states.

GE Digital APM provides a baseline State Configuration for several GE Digital APM families. You can define a State Configurations for any families of your choice. As you define the State Configuration for a family, keep in mind the workflow that you want users to follow. Then, create states and operations that facilitate that workflow and decrease the possibility of user error.

After State Configuration is defined for a family, you can also assign Security Users to State Configuration Roles and states to limit the users that are allowed to change a record's state.

Baseline State Configurations

GE Digital APMM provides a baseline State Configuration for several families. If required, you can extend a baseline State Configuration by adding new states and operations. You cannot, however, remove baseline states and operations that are flagged as Reserved in the Properties window of the state or operations. This limitation ensures that any baseline functionality that you can perform in the GE Digital APM using states and operations does not get modified or removed.

Note: If an operation is reserved, the users will not be able to select that operation from the datasheet in the Record Manager.

You can, however, modify or remove any baseline states or operations that are not flagged as Reserved.