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Selecting Assets for an Asset Health Report Definition

An asset health report references assets in the physical asset hierarchy. Manually selected asset health assets can be set to active or inactive status to determine whether they will be considered in an asset health report calculation. An audit history exists for all asset health assets.
Asset health assets can be selected manually or based on a filter. Filters can also be refreshed manually or by an automatic recurrence pattern.
Asset listings are a snapshot of assets in the physical hierarchy. However, changes in assets can cause an asset list to become out of date, for example, when an asset is decommissioned and is no longer available for use. Thus, the list of asset health assets must be refreshed.
Asset health assets can be refreshed using a scheduled action on the site. For more information, see Creating a Scheduled Action. Asset health assets can also be refreshed manually using the site’s Tools menu, Asset Health, Refresh Asset Health Assets option.
For manually-defined asset health asset lists, you can also mark an asset as inactive and then re-activate it whenever necessary.
This section describes how to select assets for an asset health report definition and how to refresh the asset list.

To Select Assets for an Asset Health Report Definition

1.
On the Site window, select the Asset Health view and then the Report Definitions tab. By default, this tab lists all asset health report definitions for this site and above.
2.
Double-click a report definition to open the Asset Report Definition window.
3.
On the Properties view, select the Assets tab.
4.
In the Source of the list of assets area, select one of the following options:
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Asset list is based on a filter: The assets for the asset health report are based on a filter. You must create a filter to determine which assets are used in the report, and define a refresh frequency for updating the list of assets. See Asset lists based on a filter.
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Asset list is defined manually: Select this option if the assets for the asset health report are defined manually. You must browse to manually select the assets to be included in the report. See Asset lists created manually.

Asset lists based on a filter

1.
Select the Asset list is based on a filter option, and click New. The Filter Criterion dialog appears.
2.
Enter the following information:
Setting Name
Description
Criterion type
Select the type of filter criterion that you want to create:
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Attribute – The objects will be filtered using the value of an attribute owned by either the base class or a related class. For example, when filtering assets, you can use the Asset class’s Classification attribute. Most filter criteria are based on an attribute.
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Relationship – The objects will be filtered using the value of a relationship from the base class to another selected class. For example, when filtering assets, you can use the Asset class’ relationship to the Asset Type class.
Relationship from
The relationship (join path) used to navigate to the class and its attribute or relationship.
Use the join path to select a related class. If you are filtering based on an attribute, you can then select an attribute from that class. If you are selecting an attribute from the base class, leave this box blank.
You can select any relationship that points to a single instance of the related object. This includes the following relationship types only:
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References one
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Owned by
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Scoped by
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Hierarchical parent
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Contains one
For example, to filter a list of tasks based on the asset, you would select the Work Order Task class’ Asset to work on relationship. Or, you could select a relationship from the Work Order Task class to the Maintenance Group class. You could then use the Maintenance Group Name attribute to filter the group of tasks.
To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK. The Class box displays the class you selected.
Attribute to use for filtering
The attribute that you want to use to filter the data. Select the appropriate attribute from the list. This setting is only applicable to criteria that are based on an attribute.
For example, if you are filtering a group of work order tasks, you might select the Task status attribute. You can then select one of the task statuses (for example, Planned) as the value to filter on.
The list contains only eligible attributes that are owned directly by the specified class. This means that the following types of attributes are excluded:
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Binary objects
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Html texts
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Icons
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Variable length strings
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Variants
Type of value to use
Select the type of value that you will use to select the objects:
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Fixed: Select this option to filter a group of items based on a specific value that you enter.
For example, if you are filtering a group of assets to list only maintainable assets, you would select the Asset class’s Classification attribute, and set Maintainable as the fixed value.
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Variable: Select this option to filter a group of objects using a relative value. The value used in the filter is only determined at the time the filter is used by looking up the current value of the selected attribute or relationship. You can use any attribute or relationship that can be reached through a join path starting from the Site class. A specific value cannot be selected.
For example, to select work requests created by the employee currently logged in, you would base the filter on the Created by attribute, and select Enterprise.CurrentEmployee.EmployeeName as the variable value. The requests will then be filtered based on the name of the employee who is currently using the filter.
Condition
For fixed values, the condition you want items to meet in your filtering criterion. The conditions that are available in the list differ depending on the data type of the column, attribute, or relationship. For example, when the filter uses a date and time data type, the list contains conditions such as “Last week”, “Next week”, “In the next”, and so on.
Value to filter by
When the criterion uses the type “Fixed”, this is the value of the attribute that will be used to filter the objects in the group.
For example, if you are filtering using the attribute Task status, you could select the condition “Is” and the value “Planned”. This would include only work order tasks that have the status “Planned” in the filtered group.
Join-path to filter value
The join path to the value that you want to use in the filter. This setting applies to variable filters only. For purging rules, the join path always starts at the Site class. For download configurations, the join path always starts at the Download package class.
For criteria based on a relationship, you must select a relationship to the same class as was selected in the Relationship from box.
To select a join path, click . Expand the hierarchy until you see the class that you want, select it, and click OK. The Class box displays the class you selected.
Attribute that contains the filter value
Select the attribute that contains the value to be used for the variable filter, for example, the EmployeeName attribute. This box does not apply to fixed filter criteria.
The list contains attributes that are owned directly by the specified class. However, it only includes attributes that are of the same type as the attribute identified in the Attribute to use for filtering box. For example, if the attribute to filter by is a string, then only string attributes appear in this list. Similarly, if the attribute to filter by is a date, then only date attributes are available.
Logical group
If you are grouping criteria in order to use “and/or” logic, enter the number of the group for this criterion.
3.
Repeat steps 1 to 2 for each filter.
4.
Select the Refresh frequency tab. Refresh method, frequency, and triggering information are defined on this tab. For example:
5.
Complete the following information:
Setting Name
Description
Refresh method
The asset health report’s readings can be refreshed based on user-defined settings. Select how the report is to be refreshed based on the following options:
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Manual: Readings will not be refreshed until you click Generate Now
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Automatically based on a recurrence pattern: You must also determine the frequency of the automatic report refreshing, for example, Daily from 11:00 a.m. on Mondays, Wednesdays, and Fridays only. Report refresh history is listed in the Triggering Information area.
6.
If the list will be refreshed automatically based on a recurrence pattern, define the frequency at which the asset list will be refreshed.
For detailed instructions on creating a scheduled interval, see Defining Recurrence Patterns.
7.
Select the Assets List tab to view the list of asset health assets currently in this asset health report definition.
8.
To refresh the list of asset health assets immediately, click Refresh List.

Asset lists created manually

1.
Select the Asset list is defined manually option.
2.
Click Browse. The Browse Assets dialog appears.
3.
Select all assets you want included in the asset health report definition and click OK. Assets assigned to this asset health report definition appear in the list.
4.
To mark an asset as inactive, right-click the asset in the list and select Mark as Inactive. The asset will be removed from the asset health asset list for this report definition.
5.
To re-activate an asset for this report definition, Select the Assets removed from the list configuration, then right-click the asset in the list and select Mark as Active.