Admin

Asset Strategy Management

This topic provides a list of help topics related to the Asset Strategy Management application settings.

Access ASM Admin Settings

About This Task

Note: To access the ASM Admin page, the ASM license must be active and you must be a member of the MI ASM Administrator group or a Super User.

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > Asset Strategy Management.
The ASM Admin page appears, displaying the Risk Card workspace by default.

Risk and Action Card Preferences

This topic provides a list of help topics related to the Risk and Action card application settings.

Display and Sort Preferences on Risk and Action Cards

Procedure

  1. Access the Action or Risk Card Admin section.
  2. Configure display settings for graphic elements and fields and enable sorting by fields using the Display and Sortable check boxes. The check boxes make the following results on the risk or action cards:
    • Display: when checked, that element or field will appear on the card.
    • Sortable: when checked, you will be able to sort by that field in ASM.

    Changes made to the display preferences are reflected in the Card Preview section. There are two card previews each for the Risks and Actions tabs: one displaying the risk or action and the other displaying the mitigating action or mitigated risk in the context of the risk or action. Some fields that you add, namely those beginning with Action Mitigated, are only applicable to the mitigated/mitigating card (For example, Action Mitigated Financial Risk and Action Mitigated Risk Rank).

  3. Select .
    Your changes are saved, and the modified values will now reflect on the Risks and Actions workspace for asset strategies.

Add Card Fields

Procedure

  1. Access the Action or Risk Card Admin section.
  2. Select , and then select the field that you want to add from the drop-down list of available fields.
    The new field is added to your list of fields for the card and in the Card Preview section, fields for which the Display check box is filled will appear on the card.
    Note: You can rearrange the order in which the fields will display on the card by selecting and then dragging and dropping in another position.
  3. Select .
    Your changes are saved.

Remove Card Fields

Procedure

  1. Access the Action or Risk Card Admin section.
  2. On the list of fields, on the row containing the field that you want to delete, select .
    The field is removed from the card.
  3. Select .
    Your changes are saved.

Restore the Default Card Settings

Procedure

  1. Access the Action or Risk Card Admin section.
  2. In the left pane, select either the Risk Card or the Action Card tab, depending on the card for which you want to restore default settings.
    Depending on your selection, the Risk Card or the Action Card workspace appears.
  3. Select Restore Default.
    The default settings are restored for the card.
  4. Select Save.
    Your changes are saved.

ASM Preferences

In the ASM Preferences section, you can hide the Baseline activate and Cancel operations from the Strategy Details workspace.

Hide Baseline Activate Operation from the Strategy Details Workspace

Procedure

  1. Access the Admin section.
  2. Select the ASM Preferences tab.
    The ASM Preferences workspace appears.
  3. Select the Suppress Baseline Operation check box, and then select Save.
    Your preference is saved, and the Baseline activate operation is hidden from the Strategy Details workspace.

Hide Cancel Operation from the Strategy Details Workspace

Procedure

  1. Access the Admin section.
  2. Select the ASM Preferences tab.
    The ASM Preferences workspace appears.
  3. Select the Suppress Cancel Operation check box, and then select Save.
    Your preference is saved, and the Cancel operation is hidden from the Strategy Details workspace.

Apply Update Fields for Actions

This function allows Administrators to control which Action fields will trigger an Apply Update for Actions upon Strategy Approval.

Procedure

  1. Access the Admin section.
  2. Select the ASM Preferences tab. The ASM Preferences workspace appears.
  3. Select the required fields in the desired format, and then select Save.
    Note: If you update an action for a field that is in Apply Update Fields and re-activate the strategy, then the Requires Update flag displays under the Implements action screen. If you update the action for a field that is not specified under Apply Update Fields and re-activate the strategy, the Requires Update flag does not display.

Action Mapping

In the Action Mapping section, you can control the mapping between action and their implementations.

Update the Mapping Policy for Calibration Task

Procedure

  1. Access the Admin section.
  2. Select the Action Mapping tab.
    The Action Mapping workspace appears.
  3. In the Action Mapping column, select Calibration Task.
    The Mapping Policy for action to calibration task workspace appears.
  4. Update the policy as needed, and then select Save.
    The action mapping for calibration task is saved, and now the mapping will be picked from the updated policy.

Update the Mapping Policy for Inspection Task

Procedure

  1. Access the Admin section.
  2. Select the Action Mapping tab.
    The Action Mapping workspace appears.
  3. In the Action Mapping column, select Inspection Task.
    The Mapping Policy for action to inspection task workspace appears.
  4. Update the policy as needed, and then select Save.
    The action mapping for inspection task is saved, and now the mapping will be picked from the updated policy.

Update the Mapping Policy for General Recommendation

Procedure

  1. Access the Admin section.
  2. Select the Action Mapping tab.
    The Action Mapping workspace appears.
  3. In the Action Mapping column, select General Recommendation.
    The Mapping Policy for action to general recommendation workspace appears.
  4. Update the policy as needed, and then select Save.
    The action mapping for general recommendation is saved, and now the mapping will be picked from the updated policy.

Update the Mapping Policy for EAM Maintenance Plan

Procedure

  1. Access the Admin section.
  2. Select the Action Mapping tab.
    The Action Mapping workspace appears.
  3. In the Action Mapping column, select EAM Maintenance Plan.
    The Mapping Policy for action to EAM Maintenance Plan workspace appears.
  4. Update the policy as needed, and then select Save.
    The action mapping for EAM Maintenance Plan is saved, and now the mapping will be picked from the updated policy.