Blue Mountain RAM provides the ability to maintain an electronic Log Book for each Equipment, System, Loop, and Location asset as desired. Your organization decides whether it will use the Log Book feature, and which assets will collect Log Book entries. Blue Mountain RAM’s Log Book feature is offered as a replacement to the typical paper log positioned by equipment, systems, or monitored rooms.
With early versions of Blue Mountain RAM, the Log Book feature works well when the item or location being monitored is near a computer or terminal. With the release of version 5.3.5165.000 (R3 SR3) in March of 2014, the software became accessible with an Apple iPad iOS7 running Safari or Windows 8.1 Tablet with IE 11. A person walking a route among monitored assets and/or locations is able to easily create Log Book entries as they make their stops. Our newest version, 5.3.6543.002 (R3 SR5 HF2), released in December 2017, supports using the Apple iPad iOS9 or iOS11 running Safari and Windows 8.1 Tablet with IE 11.
Each asset’s Log Book is accessed from the asset record’s “Actions” menu. In the following graphic, the “Add Log Book Entry” menu item is not functional, but the “Open Log Book” is. Users must be granted rights related to Log Books; providing control over what each group of users may do.
The Following Activities Are Possible with the Log Book Feature:
- Add a Log Book entry (one entry can be simultaneously applied to multiple assets)
- Review Log Book entries
- Clear the review of Log Book entries
- Enter a new version of a Log Book entry (updating the initial version)
- View Log Book entries and their versions
We strongly recommend reading the Blue Mountain RAM User Manual’s material on Log Books to learn the details of these actions. You can also leverage the manual’s content to teach other users what to do. Find the majority of Log Book information in the “Assets” chapter. If viewing electronically, search “Log Book” to quickly view all entries.
Setting Up the Log Book Feature for Use
As you and your organization consider the use of Blue Mountain RAM’s Log Book feature, it will be helpful to have some information about what is involved in setting it up. Here is a list:
Form Setup (YourSite > Dataset Groups > YourDatasetGroup > Form Setup > Log Book)
Configure the fields you want to see and hide those you do not. All assets of all Datasets under the same Dataset Group will share the same Form Setup for their Log Books. Different Dataset Groups may have different Form Setup for their Log Books.
Data Sources (YourSite > Dataset Groups > YourDatasetGroup > Datasets > YourDataset > Data Sources > Log Book)
Log Book fields that have picklists are configured with “what goes in the pick list” in Data Sources. Here, you designate which picklist object or group will be offered in a field. Default values for a field (text or macro) are also designated in Data Sources. Since each Dataset has its own Data Sources, different picklist content or default values are possible for the same Log Book field in different Datasets. All assets of one Dataset share the same Data Source configuration.
Log Books do not have rules and are not addressed in asset rules. There is no rule configuration related to using Log Books.
Rights (YourSite > Dataset Groups > YourDatasetGroup > Datasets > YourDataset > Security > Rights)
Control which Groups can perform which Log Book activities through Dataset Security Rights. Since each Dataset has its own Rights settings for Log Books, each Dataset can make its own choice of which groups have which rights. All assets within a Dataset enforce the same Log Book rights.
Options (YourSite > Dataset Groups > YourDatasetGroup > Datasets > YourDataset > Settings > Dataset Options)
Make choices about whether Log Books collect User Names and Passwords in Dataset Options. Since each Dataset has its own Options for Log Books, each Dataset can choose which Options it wants. All assets within a Dataset enforce the same Log Book Options.
Report (Organizations choose which reports are deployed to Blue Mountain RAM.)
If you do not see the “Log Book Summary Report” among your report titles, LogBookSummary.rdl may not have been deployed due to the Log Book feature not being utilized at that time. You will find a copy of this and other reports within the Blue Mountain RAM Installation Media download. Look for a folder with “reports” in the name. Please remember that any reports you are not already using are likely not modified to match your form and field customizations. This will likely need to be done before the report is usable.
Please know that your Regional Sales Manager (RSM) is an excellent resource for answers:
- How do other organizations use the Log Book feature?
- Here’s what we want; can the Log Book feature do that for us?
- How can I convince others that we should use the Log Book Feature?
Whenever you have questions, consult your Blue Mountain RAM User and Administrator Manuals. If necessary, please contact our friendly Support Technicians at firstname.lastname@example.org with questions. Also, please enjoy calling and speaking with your RSM at 800-982-2388 if you are interested in Blue Mountain RAM ideas, training, or services.