General

Reference equipment profiles are assigned to User Profiles so that users have access to equipment to use when creating equipment requests in BlueWorx.

Maintaining profiles

Reference equipment profiles are accessed from the Maintain User Profiles menu tile. 

Click on the 'New Profile' button to create a new profile.  You can also create a new profile by clicking on an existing profile then clicking the Copy button in the page footer. 

When you create a new profile, either starting fresh or as a copy of an existing profile you need to provide a unique profile key, a profile description, and complete the mandatory filters.

Before a profile will be considered (in the reference equipment selection process) it must be marked as active.  This is done in the profile tab.  Remember to save once you've activated the profile.

Profile filters

Navigate to the Profile Filters tab to complete the filter selections.

You can add new filters by clicking on the '+ Filter' button, each filter will reflect a specific Equipment ready to be used when creating an equipment in BlueWorx. There is no limit to the number of filters you can create for each type.. They will be additive. 

Once you have completed the filter entries save the new profile using the Save button in the page footer.

Association with User Profiles

Reference Equipment Profiles are not directly assigned to Users. They are assigned to User Profiles making use of the wide range of options for assigning User Profiles to users and keeping the administrative effort as low as possible. They are added to the User Profile as a Reference Equipment Profile filter.

The screen image below shows a User Profile with one assigned Reference Equipment Profile.  See the Maintain User Profiles for more information.

Generating/regenerating profile data

On Save of the user profile, there is no automated update of the SAP BlueWorx Sync Tables. This is deliberate to avoid end-user disruption during working hours and systems load. Changes to the user profile, including assigned reference equipment profiles, require that the user profile is refreshed before they come through to the BlueWorx on sync.

IMPORTANT The updates must be scheduled as a background job and in SAP using the program: /SOLTIUS/PM_PROFILE_ADD_MD with an appropriate variant.

Export and import profiles

To assist you to shift profiles between instances you can export and import reference equipment profiles. This functionality has been documented in Export and Import User Profiles.