Configure statuses for Monitoring tab

Configure work permit status for inclusion on Monitoring tab

The Monitoring business rule identifies which statuses for work permits will cause a work permit to appear in the Monitoring tab of Work Permit Library.

You will need to enable the Monitoring business rule on each status of the work permit entity — where you want the work permit to be considered relevant for the current shift.

Example

Work permits in these statuses should appear on the Monitoring tab for the current shift:

• Active

• Inactive

• Expired

• On hold

Guidelines

• Cancelled or Closed work permits will never appear in the Monitoring tab.

• You can enable the monitoring rule on multiple statuses.

• Monitoring tab also requires that work permits are valid for the current shift.

To view all statuses where the monitoring business rule is enabled

• Right-click the business rule, and click View Rule report. A PDF report is generated showing all the places where the monitoring business rule is enabled.

To enable monitoring business rule on a work permit status

1. From the Tools menu, open the System management menu.

2. Double-click to open Entities and Workflows.

   

3. Right-click the wmm_workpermit entity and click Statuses.

   

4. Right-click a status and click Enable business rules.

   

5. Select Execute.

   

6. On the Enable 'EXECUTE' business rules for status dialog box, enable the Monitoring business rule.

   

7. Click Apply.