Concepts

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Site Hierarchy Queries

There are times when you need to view a list of objects across site ownership boundaries. For example, you might want to see a list of work orders for the current site and all sites below it in the hierarchy. This type of query can look up or down in the site hierarchy. In general, a table for a primary object enables you to choose what objects you see:

•	From this site only: For example, you might want to view only assets owned directly by a plant. Note that if the site does not own objects of a specific type, the list will be empty.

•

From this site and above: The list includes objects owned by the site, as well as objects owned by hierarchically higher sites. For example, you might want to view all task templates owned by a plant and all sites above it in the hierarchy, up to the head office. The templates owned by the head office appear in the list even if the plant does not own any templates.

•

From this site and below: The list includes objects owned by the site, as well as objects owned by hierarchically lower sites. For example, you could view all work orders owned by a division and all sites below it in the hierarchy. Work orders owned by sites within the division appear in the list even if the division does not own any work orders.

Note: You can also control access to specific classes of objects (such as work orders) using user security. User security, which can be set up to block access to objects owned by another site, takes precedence.

The following chart represents the typical direction a query is performed for some example objects. This example assumes that a central site at the top of the hierarchy manages shared information such as standard documents and resources (such as trades). For example, when reviewing a list of assets from the context of another asset (such as in a selector dialog), the assets shown in the list are only those owned at the same site (“=”). When looking at standard documents from an asset, the documents can be located either at the asset’s site or at a higher site (). However, looking at assets from a document, the assets shown can be located either at the document’s site or at a lower site ().

Context Object (object that is open)	Browsed Object (object being viewed or selected)
	Asset	Employee	Document	Work order	Resource
Asset	=			=
Employee
Document
Work order	=			=
Resource