Overview

You will learn how to enhance an APM database by adding and maintaining Family Policies. You will learn the difference between Business Rules and Family Policies. You will learn to use the Family Policies Designer to add nodes and validate family policy logic. You will also become familiar with the various types of nodes in Family Policies Designer. Additionally, you will learn how to use Family Policies to generate new relationships, update existing relationships, populate default values, calculate field values, disable fields, and to send an email notification.

Audience

This class is designed for:

• APM Administrators
• APM Implementers

Pre-requisites

• #4000 APM Foundation
• #4001 APM Administration
• #4501 Policy Designer

When you complete this course, you will be able to:

• Understand the difference between Business Rules and Family Policies
• Enable Family Policy Triggers
• Create an After Insert Family Policy
• Build an Equipment Entity Key Lookup Query
• Create a Before Update Family Policy
• Update Family Fields with a Family Policy
• Validate and execute Family Policy logic
• Create a Before Delete Family Policy
• Use Policy Node Types such as the Current User, Constant, Query, and Calculation nodes

Duration

• 8 hours

Delivery Format

• Instructor-led Classroom
• Virtual Classroom
• Onsite