Custom Filters

The Metrix Asset Management system is equipped with a built-in data filtering tool that works across a variety of pages and functions within the system. This allows users to create and manage subsets of their entire asset portfolio for viewing, reporting, as well as sharing with other users of the system. Additionally, the data filtering tools can aid in highlighting asset management targets within your asset portfolio - filters can be combined to create multiple restrictions on included components.

Example

Filters can be used to find ‘problem’ assets, or those that may require review for capital intervention. For example, you could build the following filter to find expiring road surfaces:

  • Classification = Transport > Roads > Local Roads > Sealed
  • Component = Road Surface
  • Condition = Really Poor
  • Residual Life = Less than 5 years

Applying the above filter will restrict the displayed components to only those meeting this criteria.

Saving & Sharing Filters

Once a filter has been configured, users can choose to save that filter for later reuse. Saved filters can also be shared so that all users of the system can leverage that filter set.

Info

Saved filters will regenerate matching results every time they are selected. That is, the parameters are saved for reuse, not the list of result components. This means users can save a filter, and check back in on the components that fall in and out of its result set over time!

Filters across the System

In addition to the core ‘Assets’ page map window, the filter tool works across the Metrix Asset Management system in areas such as:

  • Dashboards,
  • Report Exports, and
  • Capital Budgeting

This means that users can define a filter once, and then, view dashboard widgets as they pertain to that reduced data set only. Further more, users can create a filter and then export the results of that filter to a CSV report by choosing the filter in the reports page.

Filter Options

The following options are filterable in the Metrix Asset Management System:

  • Asset Classification
  • Component Group
  • Status Code
  • Reporting Category
  • Condition
  • Useful Life
  • Residual Life
  • Next Intervention Year
  • Metric Values (area, length, diameter, height, length, volume, and width)
  • Component ID list