AssetWise Web Help

To Create a Baseline

A baseline is like a snapshot of a physical item's configuration, including all supporting documentation, stored for use at some future date for the purpose of comparing the baseline with the item's then-current configuration.

AssetWise recognizes two types of baseline:

  • A physical item baseline, containing all approved documents relating to the item
  • A product baseline, encompassing all physical item baselines in a defined structure

An item baseline is automatically created on approval of the item, but either type may be created manually.

  1. Click on the Create Baseline icon or link in the Task pane.

    The Create Baseline dialog opens.

    The Physical Item Baseline option is selected by default.

  2. Do one of the following:

    To create a physical item baseline, keep Physical Item Baseline selected.

    or

    To create a product baseline, select Product Baseline and then select an option from the Product Structure Type list.

    The Approve Physical Items if needed option should only be checked if you want to proceed without monitoring whether all physical items in the structure are in fact approved.

  3. Click Create.

Baselines appear as a topic in the Content pane. Expanding the topic, you should see that a new baseline with document status "Current" has been created. Previous baselines are flagged "Historic".

The baseline itself can now be called into the Content pane by clicking on its underlined reference number link. All baselines in the system are also accessible in a tree structure from the Document navigator, with child documents listed under the "Structure" topic.

Note: A Product baseline is created as an unapproved document, to allow editing before final approval.