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Did you know about…The important relationship between Blue Mountain RAM’s Rules and Batch Work generation?

First, “Batch Work Generation”… What is it? It is the automated process of scanning scheduling Due Dates in a dataset and creating work records for the ones within the date range you have specified, while ignoring any that have already had a work record generated for their Due Date. Batch Work Generation must be enabled and configured. Part of the configuration is done in Blue Mountain RAM’s System Configuration, and part is done in your Blue Mountain RAM’s database, which exists in SQL Server.

Second, “Rules”… What are they? A rule is a series of specified behaviors assigned to a record type to control its processing. One record of a record type (a calibration work record, a maintenance work, etc.) has one rule assigned to it to control its processing. Which rule that is, can be chosen based on additional factors such as whether the work is done on regulated or non-regulated equipment. In this way, there can be multiple rules for calibration work, multiple rules for maintenance work, and so on.

Finally, “The Relationship”… What is it? Batch Work Generation and Rules contain Security Settings that must match each other, in order for Batch Work Generation to succeed. Every Rule contains a Security Setting that specifies which people have the right to create records under that Rule. Batch Work Generation configuration includes a Security Setting that specifies one person whose credentials will authorize the running of the “Batch”. As the Batch runs, it identifies work records it should create. Each time it finds one, the Rule that will process that new work record, it has to accept the Batch’s credentials or it will not allow the new record to be created. When the Batch’s credentials are rejected by a work record’s Rule, the Batch proceeds to the next work record it should create and sees if it is successful for that one, and the next, and the next, and so on until it has attempted to create work records for all eligible scheduling Due Dates.

Key Thought: Make sure that the credentials assigned to running your Batch Work Generation, are credentials that are included in the “who-can-create-it” Security Settings of your rules for work records.

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.