ASM leverages State Configuration Roles, which you can assign to Security Users to manage who can transition strategies from one state to another.
Details
In the baseline Meridium Enterprise APM database, no State Configuration Roles are assigned to any state in theAsset Strategy State Configuration or the Asset Strategy Template State Configuration. If needed, an administrative user can assign State Configuration Roles to these states.
Throughout ASM, some options will be disabled based upon whether the current user is assigned to the State Configuration Role that is required to perform that action. In other words, if an action will change the state of the strategy (e.g., adding an Action record) and the current user does not have permission to change the state, all options that would cause the state to change will be disabled. For example, consider the following scenario:
An administrative user has specified that only members of the Asset Strategy Modifier State Configuration Role can transition an Active Strategy to the Modified state.
Only members of the ASM Analyst Security Group are assigned to the Asset Strategy Modifier State Configuration Role.
A user is logged in to Meridium Enterprise APM as a member of only the ASM Reviewer Security Group.
In this case, when the ASM Reviewer opens on the Asset Strategy Actions page an Asset Strategy in the Pending Review state, the following options will be disabled on that page:
The Add Action button.
The Remove Action button.
The Undo Action button.
The Assign New Risk button.
The Assign Existing Risk button.
The Action datasheet.
The Risk Assessment datasheet.
If no State Configuration Roles are specified for State Configuration, as in the baseline database, all options will be available to all users, and state changes will not be restricted. To take full advantage of the features in ASM, we recommend that you assign members of the ASM Security Groups to a corresponding State Configuration Role.
The following diagram shows the states and operations that exist in the baseline State Configuration for the Asset Strategy family. You can use this diagram to determine which operations will appear on the Operations menu when you are viewing an Asset Strategy. The Operations menu will display any operation to which the current Asset Strategy record can be transitioned from its current state.
Note: The information in this topic also applies to the configuration of Asset Strategy Template State Configuration.
The Draft state is the initial state of all new Asset Strategy records.
Datasheet Configuration: By default, states and operations will appear on the datasheet when you are viewing an Asset Strategy record in the Record Manager.
Reserved States and Operations: By default, all states and operations displayed in the preceding diagram are reserved. This means that you cannot remove or modify any of these states or operation. You can, however, add your own states and operations to the State Configuration.
State Configuration Roles. By default, NO State Configuration Roles are assigned to any state in the Asset Strategy State Configuration. If desired, you canassign State Configuration Roles to any state.
