Advanced Attributes

Inherit Attribute Values

The Inherit value functionality allows you to automatically pass down attribute value changes from a parent functional location to its child locations in the hierarchy and the assets installed in them.

To enable the Inherit value functionality:

1. Go to System administration > Workspaces > Feature management.
2. On the Feature management page, go to the All tab and look for the feature Dynaway - Advanced attributes.
3. Select the feature and enable it by clicking on the Enable now button at the bottom right of the page (see screenshot 01).
4. Once enabled, the Inherit value option becomes available on the Attribute types page (see screenshot 02) and in the attribute types data entity, where you can define which attribute types should inherit values through the hierarchy.
5. When an attribute type is marked with Inherit value, you can expect the following behavior:
   • When you update an attribute value on a functional location, the same value is updated on all its sub-functional locations and assets installed in them.
   • Before applying the changes, the system shows a confirmation dialog if the child functional locations have the same attribute type.
   • Only existing attribute records on child locations (and assets installed in them) are updated. The system does not create new attribute records.

01: The 'Feature management' page with option to enable 'Dynaway - Advanced attributes' feature.

02: The' Attribute types' page.

Attribute Value Log

The Attribute value log allows you to track all changes made to an attribute value on an asset or functional location. Note that creating a new attribute does not create a log entry. Only changes to an existing attribute value are recorded in the log.

To view the Attribute value log for a specific functional location:

1. Go to Asset management > Functional locations > All functional locations, and from the list of functional locations, select one.
2. On the Functional location details page, scroll down to the Attributes FastTab.
3. On the Attributes FastTab, click Value logs to view the change log for all attribute values of the selected functional location (see screenshot 01).
4. You are directed to the Attribute value log page (see screenshot 02) of the selected functional location. This log shows the following information:
   • Attribute value changes.
   • Date and time of the change.
   • User who made the change.
   • Whether the change was made directly or inherited.
   • Remark entered when modifying an attribute value (see screenshot 03).
     • Note: When you modify an attribute value, a dialog box prompts you to enter a remark if the Attribute type has Inherit values enabled.
5. You can review the Attribute value log to track historical changes and inherited updates for advanced attributes.

01: The 'Attributes' FastTab with 'Value logs' button to open the 'Attribute value log' page.

02: The 'Attribute value log' page.

03: 'Enter remark for attribute value log' dialog.

Attribute Planned Values

You can define future (planned) values for attributes assigned to a functional location.

To create and view planned attribute values:

1. Go to Asset management > Functional locations > All functional locations, and from the list of functional locations, select one.
2. On the Functional location details page, scroll down to the Attributes FastTab.
3. On the Attributes FastTab, click Planned values (see screenshot 01).
4. You will be directed to the Attribute planned values page, where you can:
   • Select the attribute type.
   • Specify the planned date and time when the new value should become effective.
   • Enter the planned attribute value.
5. On this page, you can also see from where a planned value is inherited by using the column Inherited from functional location.
6. The Attribute planned values page shows:
   • Planned values created directly on the selected functional location.
   • Planned values inherited from parent functional locations, where:
     • The attribute type has Inherit value enabled.
     • The same attribute type exists on the current functional location.
7. To apply a planned value as the current attribute value:
   • Select a planned value that is defined directly on the functional location.
   • Click Apply planned value.
     • Note that you cannot apply planned values that are inherited from a parent functional location.
     • To apply such values, you must navigate to the parent shown in the Inherited from functional location column and apply the planned value there.
8. When you apply a planned value on a functional location that has child functional locations with the same attribute type:
   • A confirmation dialog shows the number of functional locations and assets that will be affected.
   • If you select No, no changes are applied.
   • If you select Yes:
     • The planned value is removed from the planned values list.
     • The current attribute value on the functional location and installed asset is updated with the value defined in the planned values list.
     • The same value is applied to all affected child functional locations and assets in a batch job.
     • If verbose mode is enabled, you can see which functional locations and assets were updated.

01: The 'Attributes' FastTab with the 'Planned values' button.

02: The 'Attribute planned values' page.

Overviews

Attribute Value Overview

The Attribute value overview page allows you to view all records that are associated with a specific attribute value.

To open the Attribute value overview page:

1. Go to Asset management > Inquiries > Attributes > Attribute value overview.
2. In the Attribute value overview dialog (see screenshot 01), select an Attribute type from the drop-down list of available attribute types.
3. For the Value field, enter a relevant value if applicable (optional).
4. Click OK.
5. You will be directed to the Attribute value overview page (see screenshot 02), where you can see all records for the selected attribute type and value.
   • If you do not enter a Value in the Attribute value overview dialog, the grid displays all records for the selected Attribute type, regardless of the attribute value.
   • If you enter a Value in the Attribute value overview dialog, the grid displays all records that have the selected attribute value, including functional locations, assets, work orders, and requests.

01: The 'Attribute value overview' dialog.

02: The 'Attribute value overview' page.

Attribute Value Log Overview

The Attribute value log overview page allows you to view all attribute value change log records across assets and functional locations.

To open the Attribute value log overview page:

1. Go to Asset management > Inquiries > Attributes > Attribute value log overview.
2. You will be directed to the Attribute value log overview page (see screenshot 01), which displays an overview of all attribute value log records for assets and functional locations. It helps you quickly review what attribute value changes have occurred.
3. To refresh and view the latest data, click Refresh logs (see screenshot 01).
4. This will recalculate and display the most recent attribute value log records in the grid.

01: The 'Attribute value log overview' page.

Attribute Planned Value Overview

The Attribute planned value overview page allows you to view all planned attribute value records across assets and functional locations.

To open the Attribute planned value overview page:

1. Go to Asset management > Inquiries > Attributes > Attribute planned value overview.
2. The Attribute planned value overview page (see screenshot 01) displays an overview of all planned attribute values for assets and functional locations. It helps you quickly check which attribute value changes are planned for future dates.
3. To refresh the information and view the latest data, click Refresh planned values (see screenshot 01).
4. This will recalculate and display the most recent planned attribute value records in the grid.

01: The 'Attribute planned value overview' page.