Understanding and Navigating Blue Mountain RAM

Whether you are a Technician or Admin, it is critical to have a strong understanding of the Blue Mountain RAM application to enhance to your productivity and efficiency within the system. Throughout this blog, we will dive into the basics of understanding and navigating Blue Mountain RAM, where you will learn about Queries, Workspaces, Records, Rules States and Transitions, and Eventing and Notifications.

Navigating Blue Mountain RAM Queries
In Blue Mountain RAM, Queries run and return a list of pre-filtered records that corresponds to a user’s selection. The Queries tab is found on the bottom left of your screen. By clicking on it, you will open all available Queries. It is important to note that Queries are rights-based, so a user will only see those available to them.

The Query Structure is organized by record type. Within a Query, each row corresponds to a specific record.

Several buttons displayed at the top of a Query provide you with the same functions as right clicking on a record, such as add New, Edit, Open, Delete, etc. (NOTE: By selecting the Delete button, you are not performing a hard delete on the record. You are simply moving the record to alternative Query or “archiving” it.)

Filtering Your Query

Column headers are the main function for filtering your Query. You can filter a Query even further based on criteria by using Quick Find . Quick Find is helpful for Queries that contain thousands of records.

Quick Find Tips:

  • Stack criteria to further filter your Query
  • When filtering with “Equal To,” click on the ellipsis to make your filter selection – instead of typing characters – to avoid spelling/entry errors
  • Save frequently used filtered Queries as a Query of your own to increase efficiency

Understanding Workspaces

Workspaces in Blue Mountain RAM are designed to provide easy access to filtered Queries. Workspaces are rights-based, so a user will only be displayed those available to them. All available Workspaces appear in the bottom left of the screen, below Queries. Configured as part of the Workspace, each Workspace has a different set of tabs displaying Queries and Reports that allow users to easily view pertinent information.

Once you click on the Workspace to open it, you will notice Action Items (specific to that Workspace) displayed along the left column. Action Items are single-click buttons that allow you to quickly and easily perform an action, such as editing a Query or adding an Asset, Event, Work, Request, etc.

Customizing My Workspace

My Workspace is a user’s private Workspace they can customize to include the Queries they find most useful.

Steps for Editing My Workspace:

1) Click on the Gear Icon  .

2) Under the “Tabs” tab, select the Queries and Reports you would like to add to My Workspace.

3) Under the “Action Items” tab, edit the Action Items you would like to be found within My Workspace.

4) Save and enter an audit reason.

5) Refresh your window to see the updates made to My Workspace.

Navigating Records

Locating Records Using Search All

To easily look up a specific record in Blue Mountain RAM, begin entering the first few characters of the asset’s Unique Identifier into the Search All  found in the bottom left of your screen. Search Results will display all applicable record IDs. As you type additional characters, the results will continue to filter. You can then click on the appropriate record to open it, or if only one record applies, that record will open automatically.

The “%” symbol is a wildcard which may be used before, after, or in between search text. An example where the “%” symbol can be useful is if you know that the record you are looking for contains “PH,” but do not know its Unique Identifier. You can type “%PH” in Search All to locate the record.

Record Navigation

Tab Navigation: Many records contain multiple tabs of field data. Tabs may be used to logically separate stages of data entry or types of information about a record. To view a tab, click on that tab’s header.

Menu Navigation: The File, Actions, View, and Reports menus are all located at the top of a record. The items listed in within these menus vary depending on the record type. Items within the Actions and View menus may also be unavailable for selection if the workflow does not allow the action to be performed or if the user does not have rights to perform the action.

The Actions menu lists actions a user may perform against a record, such as Sign Record, Change Status, Add Work, Open Log Book, Submit Request, etc.

The View menu lists all grid views associated with the record type, such as Bill of Materials, Stands Classes to Use, Links, Link Records, etc.   

The Reports menu lists Quick Reports that are configured to be executed directly from the record. It is important to note that not all reports may be configured as Quick Reports.

Understanding Rule States and Transitions

Record Status

Every record saved in Blue Mountain RAM has a status. A record’s status is identified in the top section of the record near the Unique Identifier. Status is a critical component of workflow design. Users may indicate any possible state of a record in terms of their business practices. Status may be used to separate sequential actions, such as reviews. Properties, such as editable fields, available transitions, and who has rights to perform changes, are also tied to a record’s status.

Rule Transitions

Status is not an editable field. Every possible status change for a record is defined on that record’s workflow. To initiate a Change Status transition, select Change Status . (NOTE: The Next Status will only appear if the user has rights to perform that status change.) Status Changes to the Next Status may also be tied to electronic signatures.

Understanding Eventing and Notifications

Eventing is used to trigger events when a specific action occurs under certain criteria. Since eventing is part of a workflow, it is a validated component of most configurations. Eventing can automate certain processes that are currently manual, such as notifying an asset owner that an instrument was found out of tolerance and/or creating an NCR record to capture follow-up action.

Blue Mountain RAM Eventing Triggers:

  • On Add – performed upon creation of a record using the specified workflow
  • On Edit – performed once an edit is saved (usually paired with specific field value criteria)
  • On Signing – performed when a particular signature is committed to the record (often paired with field value criteria)
  • On Transition – performed when a status change occurs (paired with a combination of status and field criteria)

Blue Mountain RAM Eventing Actions:

  • Send Notification – notify a select user or security group when criteria is met (NOTE: Notifications may be sent to the Blue Mountain RAM Inbox, a user’s email address, or both.)
  • Create Linked Record – create a specific record type when criteria is met (can be customized to pull specific information from the parent record to the linked record)

This blog covers content from the Blue Mountain RAM Functionality eLearning. Blue Mountain RAM Functionality eLearning is a pre-packaged, computer-based training designed to build a foundational knowledge of the Blue Mountain RAM application. To learn more about Blue Mountain RAM Functionality eLearning, contact your Regional Sales Manager at 800-982-2388 or sales@bluemountainold.spacious.site.

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