1. Introduction > 
  2. End User Processes > 
  3. Special Record Actions > 
  4. About

About

This section provides guidance on how to perform specific Asset Management actions in the Metrix Asset Management system, for existing records. Please note that asset and component actions do NOT go via the staged changes process. Sections include:

  • Splitting Assets
  • Splitting Asset Components
  • Deprecated Assets and Components
  • Finance Re-Categorisation
  • Home
  • End User Processes
    • Getting Around
      • About
        • System Navigation
      • How To Guides
        • Initialising a Metrix Account
        • Logging in to Metrix
        • Resetting your Password
    • Basic Functions
      • About
        • Map View Tools
        • Info Panels
          • Component Info Panel
          • Intervention Info Panel
          • Transactions Info Panel
          • Programming Info Panel
          • Parent Asset Info Panel
          • Info Panel Tools
        • Basemaps & Focus Mode
        • Custom Filters
        • Map Themes (Visualisation)
        • Collection Sets
        • Spatial Features
        • Residual Life Calculations
        • Component Quantity/Size
        • Component Treatments & Next Treatment
        • Financial Movements
      • How To Guides
        • Making a Selection
        • Using Custom Filters
        • Using Map Themes (Visualisations)
        • Component Change History
        • Building Collection Sets
    • Editing Data
      • About
        • Staged Changes
      • How To Guides
        • Basic Data Edits
        • Save or Discard Changes
        • Task Types
        • Reshape/Replace Component Geometry
        • Assign/Unassign Report Categories (Tags)
        • Update Condition
        • Update Treatment
        • Update Next Treatment
        • Bulk Updates
        • Component Finance Settings
        • Posting Component Transactions
        • Deleting Component Transactions
    • Creating Assets & Components
      • About
        • The Bare Minimum
      • How To
        • Creating Assets
        • Appending Components to Assets
    • Special Record Actions
      • About
        • Splitting Assets
        • Splitting Asset Components
        • Deprecated Records
        • Finance Re-Categorisation
      • How To Guides
        • Financial Re-Categorisation
        • Splitting Assets or Components
          • Split Assets
          • Split Components
          • Explode Multi-Part Features
          • Split Tools
        • Reclassification
          • Reclassify Asset
          • Reclassify Components within Asset Classification
        • Set Component Status
        • Deleting Assets & Components
  • System Configuration
    • Classifications
      • About
        • Classification Structure
        • Classification IDs
      • How To Guides
        • Navigating Classifications
        • Creating Classifications
        • Adding Component Groups to Classifications
        • Deleting Component Groups from a Classification
        • Deleting Asset Classifications
    • Form Management
      • About
        • Form Definitions
      • How To Guides
        • Creating Forms
        • Editing Existing Forms
        • Assigning Forms to Classifications
        • Deleting Forms
    • Task Types
      • About
        • Task Types
      • How To Guides
        • Creating Task Types
        • Editing Existing Task Types
        • Task Type Attachments
        • Assigning Task Types to Classifications
        • Deleting Task Types
    • Intervention Treatments
      • About
        • Treatment IDs
        • Treatment Cost Methods
      • How To Guides
        • Creating Intervention Treatments
        • Creating Intervention Treatments in Bulk
        • Editing existing Intervention Treatments
        • Attaching Information to Intervention Treatments
        • Viewing Intervention Treatment History
        • Assigning Intervention Treatments to Classifications
        • Deleting Intervention Treatments
    • Condition Functions
      • About
        • Condition Function Scoring
      • How To Guides
        • Creating Condition Functions
        • Editing Existing Condition Functions
        • Condition Function Attachments
        • Assigning Condition Functions to Classifications
        • Deleting Condition Functions
    • Report Categories (Tags)
      • About
        • Report Categories
        • Report Category ID
      • How To Guides
        • Creating Report Categories
        • Edit Existing Report Categories
        • Deleting Report Categories
    • Status Codes
      • About
        • Status Code Effect
        • Status Code IDs
      • How To Guides
        • Creating Status Codes
        • Editing Status Codes
        • Deleting Status Codes
    • Finance Ledger Codes
      • About
        • Finance Categories
        • Transaction Types
      • How To Guides
        • Creating Finance Categories
        • Editing Finance Categories
        • Deleting Finance Categories
        • Creating Transaction Types
        • Editing Transaction Types
        • Deleting Transaction Types
    • Classification Resource Configuration
      • About
        • Component Flags
        • Smart Attributes
        • Cost Unit Formulas
        • Classification Resources
      • How To Guides
        • Define Cost Unit Formula
        • Define Smart Attributes
        • Bulk Update Smart Attributes & Cost Units
        • Import/Export Classification Configurations
        • Classification Resource Management
  • Site Management
    • User Management
      • About
        • Users
        • Permissions
        • Disabled Accounts
      • How To Guides
        • Creating New Users
        • Managing Permissions
        • Disabling/Enabling Accounts
    • Custom Search Data
      • About
      • How To Guides
    • Timezones & Map Projections
      • About
    • Financial Years
      • About
        • Financial Years
      • How To Guides
        • Locking a Financial Year
        • Unlocking a Financial Year
    • Ageing Periods
      • About
        • Ageing Periods
      • How To Guides
        • Managing Ageing Events
  • Importing Data
    • About
      • Data Import Basics
      • Creating CSV Files
      • Multi-Component Assets
      • WKT Geometries in QGIS
    • How To Guides
      • Importing CSV Data
      • View Import History
    • Checklists
      • New Assets & Components
      • New Components (Existing Assets)
      • Update Existing Components
      • Update Spatial Features
      • Financial Ledger Transaction
  • Capital Management
    • Capital Budgets
      • About
        • What is a Budget
      • How To Guides
        • Create a Budget
        • Edit a Budget
        • Delete a Budget
    • Capital Budgets Buckets
      • About
        • What is a Bucket
        • What is the Bucket Limit
        • Bucket Descriptors
        • Capitalisation Shares
        • Bucket Allocations
        • Bucket Status
        • Bucket Default Filter
      • How To Guides
        • Create a Budget Bucket
        • Edit details of a Budget Bucket
        • Delete a Budget Bucket
        • Bucket Default Filter
    • Capital Budgets Bucket Items
      • About
        • What is a Budget Bucket Item
        • Budgeted Treatment Methods
      • How To Guides
        • Selecting Items for Assignment
        • Assign a Budget Item
        • Bulk Assign Budget Items
        • Un-Assign a Budget Item
        • Bulk Un-Assign Budget Items
        • Set Budgeted Treatment Method
    • Capital Spending
      • About
        • Global Capital Spends
        • Linked Capital Spends
        • Hybrid Capital Spending
        • Capital Spend Share Overrides
        • Spend Metadata
      • How To Guides
        • Create a Global Spend
        • Create a Linked Spend
        • Edit a Spend
        • Delete a Spend
        • Filtering the Spend Map
    • Capitalisation of Spending
      • About
        • Item Level Spending Summary
        • Transaction Posting History
        • Capitalisation Issues
        • WIP Transactions
        • Capitalisation Transactions
        • Batch Deletion
      • How To Guides
        • Capitalise to WIP
        • Capitalise to Transactions
        • Delete a Batch
        • Assigning Finance Categories
    • Post Capitalisation Data Updates
      • About
        • Attributes to Update
      • How To Guides
        • Processing Bulk Updates
  • Report Generation
    • About
      • Component Data Export
      • Financial Movements Report
      • Indexation Export
      • Cost to Bring to Satisfactory Report
      • Depreciation Export
    • How To Guides
      • Generating a new Report
      • Downloading Past Reports
      • Defining Report Factor Sets
  • 3rd Party Integration
    • QGIS Integration
    • Metrix Sync
      • How To: Implementing Metrix Sync
More
  • Categories
  •  
  •  
  •  

Join the Metrix User Community