This section details the info panels available within the core ‘Assets’ page in the Metrix Asset Management system including:
In addition to the above panel structures, various tools built into these information panels are also detailed, including:
The component info panel displays information as it pertains to the selected/active component. The component info panel has the tab title of ‘Info’. The following sections are included in the component info panel.
Contains identifying information for the component including:
Renders the custom form definition assigned to the component’s component group (if any). Each form field will be displayed in accordance with the form definition’s layout specification.
Provides basic information about the component’s underlying spatial feature as well as access to tools to update or replace the geometry definition. Additionally, the unique Shape ID value for the spatial record is displayed at the bottom of this section.
Displays a panel where users can interact with existing component attachments and upload new attachments. Any existing attachments can be clicked on to view, download, or manage. Users can also simply drag and drop files into this section to create new attachments against the component.
Renders a list of task records attributed to the component. Users can also create new task entry from this section.
The intervention info panel displays information as it pertains to the lifecycle metrics of the selected/active component. The intervention info panel has the tab title of ‘Intervention’. The following sections are included in the intervention info panel.
contains information about the latest condition assessment for the component. Additionally, a button (‘Update Condition’) is provided for updating the condition with a new assessment. Lastly, a graph displaying the change in condition over time is presented for context.
contains information about the current state of the component including:
Additionally, this section contains a button (‘Update Treatment’) linking to a panel that allows users to update the current intervention treatment.
contains information about any slated next intervention treatment definition. The recorded intent and scope of the next intervention is detailed alongside a button (‘Update Next Treatment’) linking to a panel that allows users to update the next intervention treatment.
The transactions info panel displays information as it pertains to the financial transaction ledger of the selected/active component. The transaction info panel has the tab title of ‘Transactions’. The following sections are included in the transactions info panel.
contains a snapshot of the current ‘Gross Value’, ‘Depreciable Value’, ‘Accumulated Depreciation Value’, and the ‘Carrying Value’. These figures represent the financial position of the selected/active component including all of its active financial transaction ledger postings.
When an intervention treatment has been assigned to the component, and valid rates exist, the ’ value summary pills also display a calculated value field based on the relevant rates and residual life.
provides an interface for users to view and manage the selected/active components depreciation settings - which are optional and, presently, for information purposes only. Users can view/set the depreciable value of the component as either a fixed value, or a percentage share of the components gross value. Likewise, users can set the annual depreciation rate for the component as either a fixed value, or a percentage share of the components value.
this sections provides a table view of every active financial ledger transaction posted against the selected/active component. Each row details the transaction type, finance category, posting date, and posting value of the entry. Additionally, each row has an option to delete the transaction posting (if permitted).
The option to delete a transaction posting is only permissible in the following circumstances:
Lastly, above the transaction history table, reside options to create new financial ledger transaction entries (‘New Transaction’) as well as performing a financial reclassification (‘Reclassify’) of the component.
The programming panel displays details on any mobile programmes that the selected/active component is an item within. For each related programme, users are provided with an overview of the programme name, due date, and current completion status.
Clicking on a programme item will bring up a panel providing additional information about the component item within the programme.
Elements of the Programme system are still flagged as beta products. As such, some of the items and information accessible through this panel are subject to change.
The parent asset info tab provides information pertaining to the parent asset of the selected/active component. The parent asset info panel has the tab title of ‘Parent Asset’. The sections detailed below are included in the parent asset info panel.
Consider a road asset with three (3) components - earthworks, base, and surface. Each of the components would have their own unique component info panel, intervention info panel, transactions info panel, and programming info panel. That is, each time you change the active component, the information contained within these panels will update to reflect the new entity.
The parent asset info panel is constant regardless of the active component. The information displayed on this panel will only change when a different asset is activated. Likewise, any details edited on the parent asset info panel will persist for any of the ‘sibling’ components across the asset. That is, the information is shared.
contains identifying information for the asset including:
renders the custom form definition assigned to the asset’s classification (if any). Each form field will be displayed in accordance with the form definition’s layout specification.
The ‘shared’ reference in the section’s header is simply communicating that the information within this panel is shared across all child components of the asset.
as each component within an asset can be defined by either a common/shared geometry, or a distinct geometry to that component, the component spatial breakdown provides a context for the spatial features used across the asset..
displays a panel where users can interact with existing asset attachments and upload new attachments. Users can interact with existing asset attachments and upload new attachments. Any existing attachments can be clicked on to view, download, or manage. Users can also simply drag and drop files into this section to create new attachments against the asset.
renders a list of task records attributed to the asset. Users can also create new task record entries from this section.
This section discusses the following info panel tools that exist and/or can be used regardless of the specific info panel you are viewing at the time. These tools are situated above the core info panel sections and are always visible (whilst the info panel is open).
The ‘Actions’ menu contains a list of asset and component related actions that can be completed using
the system. Depending on the selected asset and/or the active component, various options in the actions menu
will be enabled and disabled.
The ‘Zoom to Component’ button is located in the top-right hand corner
of the info panel, outside of any other content panels (i.e. component info panel, transaction
info panel, etc.). When clicked, the map window will pan and zoom to reveal the extents of the
active component.
The expand and collapse options provide users with the ability
to collapse all of the info panel sections into flatter, header only, sections. This can be useful on smaller
resolution monitors, when looking for a certain section header. Conversely, the expand button will
display every info panel’s content.
The shortcut pills give quick and easy access to core data like condition,
carrying value, and ID values. Furthermore, clicking on the pill will take users through to the
appropriate info panel for further information.
The ‘Add to Collection’ tool allows users to include the selected/active
component in the current (or new, if none is current) collection set. Note: When the component is already
included in the collection set, this button will change to ‘Remove from Collection’.
When the selected/active component has been modified, this pill acts as a menu that
renders information about the data that has been modified (when clicked). Further to this, users can
revert any pending changes against the selected/active component by clicking ‘Rollback’ in this menu.
At the very top of the info panel, next to the classification label, exists a settings button that will take users through to the classification configuration page for the selected/active components classification.
To close the info panel completely, simply click the ‘X’ icon in the top-right hand corner of the info panel.
On the left-hand side of the info panel is the active component switcher. This side panel displays all of the assets components, with the current active component highlighted. Users can simply click on a different component in this list to switch the info panel to displaying information about that component. Furthermore, this panel also lists component groups that exist on the asset classification definition, but do not have any assigned components.
Throughout all of the info panels, on the right-hand side of any data field, users will find the ‘Copy Field Value’ button. This will put the value contained in the adjacent field into the users clipboard.
