Dynaway EAM for Business Central

Assets Tree

Organize your Assets in a tree structure and get an overview of related data

Introduction

The Assets Tree gives you an overview of Assets and the hierarchy of parent and child Assets, including related data such as Work Order Plans, Work Orders, Requests, and Downtime registrations.

Prerequisites

You have created Assets.

Audience
Maintenance Manager, Technician

Video: Asset Tree

Asset Tree - EAM for Microsoft Business Central
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Assets Tree Page

1 Organize your assets in a tree structure. View data related to an asset as well as its work orders, downtime entries, asset items, maintenance requests, and more. Right-click a node to perform an action on it. Including opening the selected record, creating a work order, registering the downtime, and more.
2 Asset data available from anywhere within an asset node. When you select a node anywhere inside an asset, you have access to asset-related details such as attributes, and work order statistics in the Factboxes.
3 Find more data in the tree. Select a node in an asset tree and select 'Open' to see details for that node. For example, you can open item card, resource card, and work order plan frequencies.
4 Information stored in a tree. Select any node below an asset to get access to statistics, logs, ledger entries, and posted work orders related to that asset.
5 Add rich detail to Asset Tree. In Tree Options, each user can determine to show details such as work orders, items, documents and much more.

Configure Assets Tree

Different configurations can be made for the Assets Tree:

  1. How much information should be shown on each tree node (Asset Tree Node Templates described below)
  2. Which information should be available to a user (Tree Options described below)
  3. Which Asset icons to display in the tree view (Asset Icons described below)

Important: Only active assets are visible on the asset tree. Remember that you are defining if the asset is active by selecting the proper Asset Status Code.

Asset Tree Node Templates

In the Asset Tree Node Templates list you see all the data types that are available in the Assets Tree. You can change the detailed information to be shown by editing the contents in the Template column.

Refer to the "Changing Node Templates" test case below for step-by-step instructions on how to edit the template.

Regarding information availability, a Maintenance Manager may require access to all information in the Assets Tree, whereas it is only relevant for a Technician to see information related to Assets and Work Orders. You can edit information availability from the Assets Tree.

Refer to the "Changing Layout" test case below for step-by-step instructions on how to configure which data should be shown in the Assets Tree.

Asset Icons

The Icons on each Asset node in the Assets Tree can be dynamic or static:

  • Dynamic icons are colored circles, showing the first letter of the first two words of the Asset Category Code selected for the Asset.
  • Predefined, static icons. They are shown for all entities below the Asset level, for example Plans, Work Orders, and Resources. But you can also select to show a static icon on the Asset level.

If you want to use dynamic icons,

  • refer to Asset Management Setup > Set Up Asset Data section. The Dynamic Asset Category Icons toggle button must be activated.
  • In the Asset Categories setup > Background Color field, select the color to be used on a dynamic icon for Assets using that Asset Category.

If you want to use static icons,

  • refer to Asset Management Setup > Set Up Asset Data section. The Dynamic Asset Category Icons toggle button must be deactivated.

The two screenshots below show examples of dynamic icons and static icons used in an Assets Tree.

Dynamic icons (colored circles) shown on Asset nodes.
Dynamic icons (colored circles) shown on Asset nodes.
Static icons (house icon) shown on Asset nodes.
Static icons (house icon) shown on Asset nodes.
Only Active Assets are visible on the Asset Tree
Only Active Assets are visible on the Asset Tree
Asset Status defining if the Asset is active
Asset Status defining if the Asset is active

Asset Tree Setup

The Asset Tree is capable of showing various information about Assets (Asset Items, Documents, Downtime...), Round Orders, Work Orders (Plans with Items and Resources...). By default, the Asset Tree only shows Assets.

  1. To set up the Asset Tree, go to Asset Tree > Process menu > Tree Options.
  2. For easy setup, select Toggle On All to view detailed Asset information in the tree structure.
  3. Note that in order to view assets on the Asset Tree, an asset must be set as 'Active'.

Asset Tree Setup.
Asset Tree Setup.
Asset Tree showing Work Order Plans and Requests.
Asset Tree showing Work Order Plans and Requests.

Configure Node Templates, Labels and Tooltips

You can customize the information shown on labels and tooltips on the Resource Scheduling Board and Asset Activity Board, and information shown on the Assets Tree nodes. This allows you to only see the information that is relevant for you about Assets, Work Orders and other objects.

The setup consists of listed values that you need to enter in a text field. Each value represents a type of data for example Asset Description. These values can be found in the following setup pages: Asset Activity Board Setup, Scheduling Board Setup, and Asset Management Setup (for Asset Tree Node Template).

  1. Select the tab which you want to set up node templates, labels and tooltips for. (Node templates are only available on the Assets Tree).
  2. Copy/paste or enter the value into the text field next to a label or tooltip, or into the template field.
    1. In screenshot 1 below, you can see that the Asset Information tab is selected where two values '%1 - %2' have been entered in the 'Asset Label' text field.
    2. In the example with the Asset Tree Node Template in screenshot 2, values are added in the 'Template' column. If you want a text to show before a value, simply write the text before a value as in screenshot 2 below that says 'Asset %1 - %2 - %3' in the Template column in the first line.
    3. Some fields allow HTML, which you can see in screenshot 1 below.
  3. To add more values in a text field, simply make a space from the last value, add a dash (-), make a space, and enter the value.

Note: You can restore default settings at any time by selecting the Restore Defaults button from the toolbar, or by selecting 'More options'.

1. On the Asset Activity Board, values are stated above the text fields and can be entered into the label and tooltip text fields. Some text fields allow HTML.
1. On the Asset Activity Board, values are stated above the text fields and can be entered into the label and tooltip text fields. Some text fields allow HTML.
2. Values are put into the Template column. In the first line, the text 'Asset' has been put into the field before the first value, which means that on the tree, the value will state 'Asset' followed by the asset no.
2. Values are put into the Template column. In the first line, the text 'Asset' has been put into the field before the first value, which means that on the tree, the value will state 'Asset' followed by the asset no.
The configuration of the Scheduling Board is the same as on the Asset Activity Board.
The configuration of the Scheduling Board is the same as on the Asset Activity Board.

Changing Layout

Data Requirements

  1. At least one active Asset exists.
  2. At least one selected instance* exists.

Steps 5

  1. On your role center, select Assets Tree.

  2. Select Process > Tree Options.

    The Edit - User Asset Tree Setup Card <User Name> screen opens. The default setting is that all information is shown, meaning all toggle buttons are activated (shown in green color).

  3. Select instances which should be shown in the Assets Tree:

    Select a toggle button to deactivate it (shown in white or gray color), meaning these data are not available in the Assets Tree.

    Note:
    If you deactivate Show Work Order Plans or Show Work Orders or Show Posted Work Orders, the related toggle buttons in each section are also deactivated, and they can only be activated if you select the Show Work Order Plans / Show Work Orders / Show Posted Work Orders toggle button again to activate it.

    All toggle buttons can be deactivated and activated separately as long as the three toggle buttons mentioned above are activated.

  4. Select Close.

  5. Expand and inspect the Assets Tree to check if the required data is shown.

Expected

The user can select which data are visible in the Assets Tree.

View Assets Tree

On your role center, select Assets Tree to view information about Assets such as details about a specific Asset or Asset relations such as Work Orders.

View Asset Details

Select an Asset to see details in the FactBox to the right. You can view details about the Asset as well as information about the Location and Warranty.

To find the asset that you want to inspect, you can use Search function visible at the top of the asset tree.

Type in part of, or the full asset number or its description and press Enter. The asset tree will automatically navigate to the matching asset (if the asset is hidden under its parent, the parent node will be expanded).
If there are more assets that match the search criteria you will be able to select the correct one from the list.

Example: Asset details are shown in the FactBox to the right.
Example: Asset details are shown in the FactBox to the right.
Search on the asset tree.
Search on the asset tree.
Record selection.
Record selection.

View Asset Relations

To view Asset relations, select an Asset from the tree structure to view relations from the hierarchy.

  • Select the arrow to the left on an Asset line to expand or hide data. Depending on the setup, you can expand information regarding
    • Assets
      • Work Order Plans
      • Items
      • Documents
      • Downtime Registrations
      • Requests
    • Work Order Plans
      • Work Orders
      • Items
      • Resources
      • Documents
      • Frequencies
    • Work Orders
      • Items
      • Resources
      • Documents
    • Posted
      • Resources
      • Items
    • Round Plans
      • Round Orders
      • Posted Rounds
      • Resources
      • Items
      • Frequencies
    • Round Orders
      • Resources
      • Items
    • Posted Rounds
      • Resources
      • Items

View details or initate action from Assets Tree

From the Assets Tree, you can open a card for a selected node to see more details. This can be done with all available data in the tree. From the Assets Tree, you can view details or initiate actions in two ways:

1) Use the Process button in the ribbon:

Example - Work Order details:

  1. In the Assets Tree, select a Work Order.
  2. Select Process > Open. The Work Order card opens.

Example - Item details:

  1. In the Assets Tree, select an Item.
  2. Select Process > Open. The Item Card opens.

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2) Right-click on any node in the Assets Tree:

  • Refer to the screenshot "Screen-02..." below to see the options in the right-click pop-up menu.

Work with Asset-Related Data

When you select an Asset, or any node under the Asset, you can create different types of data related to the Asset directly from the Assets Tree:

  • Select Process > Create Work Order or Register Downtime or Create Tagout (Tagout is only available if the Safe Work module is installed) to create a Work Order or a Downtime Registration or a Tagout.
  • Select Documents > Show Documents to see a list of documents related to the Asset.
  • Select Work Orders > Work Order Plans or Work Orders to see a list of the Work Order Plans or Work Orders that are created for the Asset.
  • Select History, and select a log or other entries or statistics to see registration history related to the Asset.
  • Select Related > Forms to create an Asset Form, view Forms that need to be filled, view open Asset Forms, and view closed Asset Forms. If you are using Safe Work, completed inspections for Assets can also be viewed. Creating Asset Forms is useful in case you regularly need to specify information about Assets.

The screenshot "Screen-01..." shows Asset No. A000041 with related nodes expanded. Data related to the Asset as well as Work Order Plan data and Work Order data are shown. The Asset node icons used in the screenshot are dynamic icons (round icons in red, black, and blue colors). Read more about icon setup in the article Configure Assets Tree above.

Screen-01: Assets Tree using dynamic icons on Assets
Screen-01: Assets Tree using dynamic icons on Assets
Screen-02: Right-click pop-up menu
Screen-02: Right-click pop-up menu

Context Menu

The context menu offers quick access to common tasks such as creating a Work Order, showing existing Work Orders on the Asset - or registering Downtime. Right-clicking an Asset opens the context menu that allows a user to:

  • Open current Asset
  • Create Work Order
  • Register Downtime
  • Create Asset Transfer
  • Show Documents
  • Orders
    • Show Work Order Plans
    • Show Work Orders
  • Rounds
    • Show Round Order Plans
    • Show Round Orders
  • Show Defects
  • Register Request

Context menu in Asset Tree.
Context menu in Asset Tree.
Context menu in Asset Tree - Orders expanded.
Context menu in Asset Tree - Orders expanded.

Add Asset to Assets Tree

When you create an Asset, select the Parent No. field and select the parent Asset from the list.

The description related to the parent Asset is automatically inserted in the Parent Description field on the Asset Card.

Create one-off Work Order from Assets Tree

Data Requirements

  1. At least one active Asset exists.
  2. At least one Category Code exists (without default values) and it is not set up as a default one.
  3. At least one Priority Code exists and it is not set up as a default one.

Steps 10 expand

Expected

The user can create a one-off Work Order from Asset Tree.

Register Downtime in Assets Tree

To Register Downtime in Assets Tree, choose a given Asset and either use the context menu or the top menu to select Register Downtime and fill out the form by specifying the time and reason for downtime.

Create Maintenance Request from Assets Tree

To create a Maintenance Request from Assets Tree, choose a given Asset and either use the context menu or the top menu to select Register Request and fill out the form. It is possible to upload a file or take a picture before finishing the creation of a request.

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