Nexeed

Block Management
    • Introduction
    • User manual
      • Filter area
      • Blocking area
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      • Concepts
        • Key concepts
        • Runtime view
      • How-Tos
        • Integrate with Block Management agent
        • Call Create Block
        • Receive Create Block
        • Receive Release Block
    • API documentation
Block Management
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Nexeed Learning Portal
  • Block Management
  • User manual
  • Blocking area
✎

Blocking area

The blocking area can be accessed from the following tabs:

  • Blocking management > Blocking > Overview

  • Blocking management > Blocking > History

If the search results have been filtered by block, the search results can be processed further in the following ways:

  • Sort blocks according to different criteria.

  • View blocks in different views:

    • Sorted by block

    • Sorted by identifier

    • Unsorted

Header

The header controls the sorting or viewing mode of the results table.

bm_search_bar_header
Element/icon Function

<nn>

Total number of blocks found

The results table shows the first 15 filtered blocks. Scroll down to display the next 15 filtered blocks. The counter value increases each time you scroll until all blocks found are displayed.

search Searching

Filter the results table by identifier or block ID.

Enter the block ID or identifier in full or in part in the text box.

filter Filter down

Filter by block status ( Blocked / Released ).

filter Filter down is only available in the Overview area. The results table under Blocking management > Blocking > History filters only released blocks.

sort-alphabetically Sorting down

Sort blocks by Severity or Date/time of creation in ascending or descending order.

watch-on View down

Display the results table according to specific filter criteria ( Sorted by block , Sorted by identifier , Unsorted ).

export

Export blocks.

add_border

Create block.

Creating blocks from the header is only possible under Blocking management > Blocking > Overview.

To view the different views of the results table, go to:

  • Results table sorted by blocks

  • Results table sorted by identifier

  • Results table unsorted

Results table sorted by blocks

bm_results_grouped_by_block
Element/icon Function

Status

Block status ( Blocked / Released )

Filtering by status is only possible under Blocking management > Blocking > Overview. The results table under Blocking management > Blocking > History filters only released blocks.

Block ID

Character string uniquely assigned to the block by the Nexeed Industrial Application System

info-i-circle

Further information on status, block and release that is not noted in the result line itself

Number of parts

Number of block types linked to the block

Severity type

Severity of the reason for the block assumed by the Nexeed Industrial Application System (the higher the number between 0 and 100, the higher the severity)

Reason for the block.

The reason for the block is entered by the block creator.

Block info

Further information on the block is entered by the block creator.

Date and time of the
block creation

Date/time when the block was created

lock-closed

Release block (only under Blocking management > Blocking > Blocks > Overview ).

options

Display further options ( Copy block , Export block ).

down

Display Identifiers linked to the block.

mdm_copy_icon

Copy block ( Create block from an existing block).

export

Export blocks.

Results table sorted by identifier

bm_results_grouped_by_identifier
Element/icon Function

Identifier

Identifier of the blocked element

bloq.

Number of blocks linked to the identifier

Approved

Number of released blocks linked to the identifier

add_black

Create block.

export

Export blocks.

down

Display Identifiers linked to the block.

Status

Block status (Blocked / Released )

Filtering by status is only possible under Blocking management > Blocking > Overview. The results table under Blocking management > Blocking > History filters only released blocks.

Block ID

Character string uniquely assigned to the block by the Information Application System

o222681

Call up further information on status, block and release.

Number of parts

Number of block types linked to the block

Severity type

Severity of the reason for the block assumed by the Nexeed Industrial Application System (the higher the number between 0 and 100, the higher the severity)

Reason for the block.

The reason for the block is entered by the block creator.

Block info

Further information on the block is entered by the block creator.

Date and time of the block creation

Date/time when the block was created

lock-closed

Release blocks (only possible under Blocking management > Blocking > Blocks > Overview ).

Results table unsorted

bm_search result_table
Element/icon Function

checkbox-default or checkbox-default-checked

Select or deselect a block in the result line.

Select or deselect all blocks in the header.

Blocks selected via the checkbox can be exported in the header with export.

export

Export blocks that have been selected.

Status

Block status ( Blocked / Released )

Filtering by status is only possible under Blocking management > Blocking > Overview. The results table under Blocking management > Blocking > History filters only released blocks.

Identifier

Identifier of the blocked element

Block ID

Character string uniquely assigned to the block by the Nexeed Industrial Application System

info-i-circle

Further information on status, block and release that is not noted in the result line itself

Severity type

Severity of the reason for the block assumed by the Nexeed Industrial Application System (the higher the number between 0 and 100, the higher the severity)

Reason for the block.

The reason for the block is entered by the block creator.

Block info

Further information on the block is entered by the block creator.

Date and time of the block creation

Date/time when the block was created

lock-closed

Release blocks (only possible under Blocking management > Blocking > Overview ).

Filter by block

To filter by block, at least one of the two text boxes Minimum severity and Maximum severity must be filled in.

  1. To filter by block with the Blocked or Released status, call up Blocking management > Blocking > Overview.

    Or :

    To filter by block with the Released status, call up Blocking management > Blocking > History.

  2. Open the filter options with Filter down.

  3. Select a Block type from the "Block type" selection list.

  4. Filter by identifier of block types:

    • To filter for an individual identifier, enter the identifier in full or in part in the Identifier text box.

      Or :

    • To filter by multiple identifiers at the same time, click list-view in the Identifier text box.

      bm_overview&history_dialogue_create_block

    • To import an identifier list, click on search_blue Browse and select the desired file in the file system.

      Identifier lists must be in .csv or *.txt format. To download a template, click *Template in the dialog window.

    • Confirm the import with Add.

  5. Select the Date and Period of the block creation.

    By default, 00:00:00 is set for the End point. To filter the end day, enter the desired time under End point. To use the search option Today , enter a time under End point.

  6. Enter information in the Block created by , Block ID and Reason for block text boxes.

  7. In the Minimum severity and Maximum severity text boxes, enter positive integer values between 0 and 100.

    To filter by block, at least one of the two text boxes Minimum severity and Maximum severity must be filled in.
    To search for blocks with a specific severity (e.g. 31), enter the same value in the Minimum severity and Maximum severity text boxes.

  8. Click Search.

    The results table shows all blocks that match the selected filter criteria.

    Click o222684 to remove the filter criteria under the Filter down area one by one.
    Click o222685 Remove all to remove all filter criteria.

  9. To refine the filter results, filter the results table further:

    • To filter the results table by identifiers, click o222686 View o222687 and select Sorted by identifier.

      Or :

    • To filter the results table by block IDs, click o222686 View o222687 and select Sorted by block.

    • To filter the results table by both identifiers and block IDs, click o222686 View o222687 and select Unsorted.

  10. Enter the filter criterion in full or in part in the o222688 Search text box.

    bm_search_bar_header

  11. Click o222689.

The results table shows all blocks that match the filter criterion being searched for.

Create block

Blocks can be created in three ways:

  • Create a new block for an element

  • Add an element to an existing identifier of a block type

  • Create new elements with the Blocking reason and Severity properties of existing or released blocks

Procedure

  1. Call up Blocking management > Blocking > Overview.

  2. To create a new block for an element, proceed as follows:

    • Click add_border in the header.

      The Create block dialog window opens.

      Or :

      To add an element to an already existing identifier of a block type, proceed as follows:

    • Filter by block.

    • In the header, under watch-on View down , select > Sorted by identifier.

    • Click add_black in the result line.

      The Create block dialog window opens.

      Or:

      To block an element based on the properties of existing or released blocks, proceed as follows:

    • Under Blocking management > Blocking > Overview or Blocking management > Blocking > History , Filter by block.

    • In the header under watch-on View down Select > Sorted by block.

    • In the result line, click mdm_copy_icon Copy.

      The Create new block from copy dialog window opens.

      bm_dialogue_01_create_block_2023.01

      If the block was created based on released or existing blocks, the newly blocked element inherits the Block type , Reason for block , Severity and, if applicable, Block info from the underlying block. Changes can still be made by entering them manually in the text boxes.

  3. Select Block type from the drop-down list.

  4. Enter the Reason for block, Severity and Block info.

  5. Click Next.

    bm_dialogue_02_create_block_2023.01

  6. If the block was created via add_border or add_black , proceed as follows:

    • To enter the identifier manually, select the Via input radio button.

    • Enter the identifier in the text box.

    • To add text boxes for entering further identifiers, click on add Add identifier.

      To remove text boxes that are not required, click delete.

      Or :

    • To import an identifier list, select the Via import radion button.

    • search Click Browse and select the desired file.

      Identifier lists must be in .csv or *.txt format. Click *Template in the dialog window to download a template.
      bm_dialogue_02_create_block_per_import_detail_2023.01

    • To select identifiers to be filtered from the identifier list, enter the identifiers to be filtered in the text box in full or in part and click search.

  7. If the block was created via mdm_copy_icon Copy , proceed as follows:

    bm_dialogue_02_create_block_from_copy_2023.01

    • Deselect identifiers that are not to be applied from the selection list.

  8. Click Next.

    bm_dialogue_03_create_block_2023.01

  9. To notify departments of the block creation, select departments in the Communication drop-down list, if applicable.

  10. Click Create.

The block is displayed in the result table under Blocking management > Blocking > Blocks > Overview.

Release blocks

Blocks are released after the cause of the block has been removed or the block has otherwise become superfluous. The way in which blocks are released differs depending on the view.

  1. Call up Blocking management > Blocking > Blocks > Overview.

  2. Filter by block.

  3. To release the block under watch-on View down > Sorted by block or Unsorted , click lock-closed.

    Or:

    To release the block under watch-on View down > Sorted by identifier , click down and select lock-closed.

    bm_dialogue_release_block

  4. Enter the reason for the release in the Release comment text box.

  5. Click Release.

The status of the block is changed from Blocked to Released. The block can now be found under Blocking management > Blocking > Blocks > Overview and Blocking Management > Blocking > Blocks > History.

Blocks cannot be restored once they have been released. To block released elements again, under Blocking Management > Blocking > Blocks > History , Filter by block. Then Create block from the filtered block.

Block the released block again

The releasing of a block cannot be undone immediately. Instead, proceed as follows:

  1. Call up Blocking management > Blocking > History.

  2. To display the desired block, search for the released block with Filter by block.

  3. To re-block the released block, continue with Create block.

The block that has been re-blocked can be filtered under Blocking management > Blocking > History.

Export blocks

To transfer the data for blocks to other programs or to archive it, the data for blocks can be exported. The export can be in *.xlsx or *.csv format.

  1. Filter by block.

  2. To export an individual block, sort using watch-on View down > Sorted by block or Sorted by identifier , and in the result line, click export.

    Or :

    To export multiple blocks simultaneously, proceed as follows under watch-on View down > Unsorted : * Select the checkboxes of the blocks to be exported.

    +

    To export all filtered blocks, click checkbox-default-checked in the table header.

    + image::bm_choose_block_detail_2023.01.png[bm_choose_block_detail]

    • export Click Export in the header.

      bm_view_by_identifier_dialogue_export

  3. Select whether the file should be exported in the Excel file or CSV file format (.xlsx/.csv) via the radio button.

  4. Select the target directory on the file system.

  5. Click Export.

The exported file is stored in the selected folder of the file system.

Contents

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