Do you know how to find … Blue Mountain RAM’s Archived records?
Almost every record type in Blue Mountain RAM can be archived. The two exceptions are: Meter records and Schedule records. Sometimes a circumstance can prevent an archiveable record from being archived. Two circumstances are: the record relates to a Standard, or the record is cross-referenced by another record (for example, an asset listed on a Process record cannot be archived because the Process record lists it as an equipment playing a role in that process. For the sake of the Process, Blue Mountain RAM will not allow the archiving of the referenced equipment asset record.
Archived records can be viewed in Blue Mountain RAM, provided you have been assigned the right to view that particular record type, when it is archived. While you cannot open the Detail View Window of an archived record, you can view many fields of an archived record by applying a query that includes the desired fields. To open a Detail View Window, you must unarchive the record in question. Blue Mountain RAM captures all archive and unarchive commands applied to a record, are recorded in that record’s Audit Trail.
To view archived records:
- Apply, or build and apply, a query that would find the particular record(s) in which you are interested.
- Initially, ‘Active’ records that meet the query criteria will be found.
- Change the query from applying to ‘Active’ records, to applying to ‘Archived’ records by clicking the last button on the query table view toolbar: SHOW ARCHIVED RECORDS.
- At this point, archived records meeting the query’s criteria are displayed.
- If you do not have rights to view this type of archived record, a message will tell you so.
- To unarchive a listed record(s), highlight the item(s), right-click the selection, and choose Unarchive.
- At this point, the unarchived record(s) has/have moved to the ‘Active’ records side, and you must likewise return to the ‘Active’ records view, if you wish to find and open this record’s Detail View Window.Click the SHOW ACTIVE RECORDS button on the query table view toolbar (3rd button from the end), to reapply the query to ‘Active’ records.
- If necessary, use Quick Find or Quick Search to locate and open the unarchived record(s).
For more information, consult your Blue Mountain RAM manuals. If necessary, contact us for downloads of the manual PDFs. Consider attending a Blue Mountain Regulatory Asset Manager Training to learn about this subject as well as many, many more! Visit www.coolblue.com to learn more about training and schedules.