Change Resource State#

Resource.ChangeState

Overview#

This operation changes the state of a Resource, following the currently associated State Model.

Setup#

No special setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Resource is active and has a state model associated to it.
• If the current State model state has a role associated to it, you must belong to that role.
• The state transition exists for the current Resource state model and state.

Sequence Of Steps#

Step 1: State Selection#

This step captures the new state information, as well as the transaction comment.

1. Optionally, review the Resource details.
2. Select the new state (the state is usually pre-selected when entering the wizard).
3. If there are Reasons defined for the State Transition, it is necessary to select one of them (it pre-selects the default one).
4. Optionally, enter a comment.

Step 2: Documents#

This step is used to display Documents which are associated with the transaction context. To open any Document, simply select the Document icon.

Step 3: Data Collection#

This step is used to capture the Data Collection information.

1. Fill in the Data Collection plan.

Step 4: Checklist#

This screen is used to complete a pre-defined Checklist associated with the state transition.

1. The Checklist is immediate and it must be filled completely. Additionally, if the Checklist has a previously defined Data Collection, you will need to supply a possible Data Collection Instance.

Step 5: Request MAO#

This step is used to request one or more ad-hoc Maintenance Activities for the Resource.

1. Optionally, select one ad-hoc Maintenance Activity to be requested for the Resource as part of the transaction. At maximum, one Maintenance Activity can be requested.