Use the Drilldown

Use the Drilldown to view the complete hierarchy of locations and assets. You can locate any asset by scrolling through an asset hierarchy or by scrolling through a location hierarchy to a particular location and then viewing the asset there. The Drilldown may also be used for viewing location and asset information and for returning to the "calling" application with a value.

If you have built location or asset hierarchies, Open Drilldown provides quick access to useful information.

To view a location or asset hierarchy:

  1. Access the Drilldown from the Detail Menu . If you are in the Assets or Locations application, you can also access it from the Select Action menu.

The Drilldown defaults to either the Locations or Assets tab, depending on how and from where the Drilldown was called.

  1. Depending on the hierarchy you want to view, click the appropriate tab (Locations or Assets).

Hierarchies are displayed as indented lists. In the Locations tab, each row represents a location within the Locations hierarchy. In the Assets tab, each row represents an asset record within the asset hierarchy.

Note: Please note that a large number of location and/or asset records will not necessarily affect the performance of the Drilldown. The total number of records is not as important as the way the hierarchies are constructed. Performance may be affected if there are a large number of children (for example, more than 200) for any given parent. In other words, it is the shape of the hierarchy that is more important than the total number of locations or asset records within it.  For example, if the hierarchy follows a perfectly symmetrical structure of 10 children for each and every parent, a five-level hierarchy could have 100,000 records within 5 levels, and have very good performance. But if the structure is asymmetrical, and a single parent has, for example, 2500 children, the performance would be less than satisfactory, even with far fewer total records in the hierarchy.

  1. Click the plus icon in front of a location or asset row to display its children. A minus icon displays the expanded rows of children of a parent location or asset. Click this icon to collapse the children hierarchy. A dot indicates that a row has no children.

OR

Click Show Path to Top to view the complete parent hierarchy of the highlighted location or equipment.

Note: For any given parent, a limit can be set on the number of child location/asset records displayed in the hierarchy. When the limit has been reached, the system displays a message indicating that the limit has been reached. A message also appears in the hierarchy at the level where the limit was reached, along with an icon. This indicates that more children exist at that level but are not displayed. To modify the limit on the number of child location/asset records displayed, refer to the System Administrator's Guide.

To view details of a location or asset, highlight the location or asset row in the Drilldown by clicking anywhere on the text area. All the systems that belong to the highlighted location appear in the System box and the highlighted system is the one whose hierarchy is currently displayed. If the system currently highlighted in the System box is a network system, Show Path to Top is automatically disabled.   

Note: Switching to another system in the System box performs the same action as clicking Show Path to Top. The Drilldown displays the parent hierarchy of the highlighted location from its top level.

To view all systems in the selected site, click the Show All Systems button. This will cause all of the fields in the header to be cleared except for the site. The hierarchy area will be cleared as well. All of the systems in the selected site will display in the Systems box. Selecting a system from this box will display the location hierarchy starting with the top level location in the selected system.

To view work orders and preventive maintenance records for the selected location or asset, click View Work Orders and PMs.

When a location is highlighted and a single asset belongs to that location, the asset number and description are displayed in the Asset and Description fields. If there is no number in the Asset field, one of the two following messages appears below the Status field:

  1. To return to the calling application with a particular location or asset value, click Select Record next to that location or asset. You can also click Cancel to return to the calling application without any value.

 

When opening the drilldown, the information displayed will vary depending on where the drilldown has been called from: