Reclassification

From time to time, an organisation’s asset infrastructure will undergo different purposes - or data management practices may adjust. In these cases, it can become necessary to reclassify assets and/or components to different asset classifications (or component groups). This section provides an overview on two different methods supported by the Metrix Asset Management system to perform reclassification of assets (including the asset components) or components.

For a basic overview of how reclassification works, please see the video below:

Subsections of Reclassification

Reclassify Asset

To reclassify an asset and its asset components, perform the following steps:

  1. Navigate to the main ‘Assets’ page and make a selection from the map screen.

    Info

    For reclassifying assets, a particular component selection within the asset is not relevant.

  2. At the top of the info panel, click the ‘Actions’ menu.

  3. From the ‘Actions’ menu options, hover or select ‘Parent Asset Actions’ and then choose ‘Reclassify Asset’.

  4. A fly-out panel will appear with the required tools for performing an asset reclassification. Ensure the ‘Mode’ is set to ‘Asset Reclassification’ before proceeding.

  5. Choose the target Asset Classification that you are reclassifying the asset to.

    Choose the asset class from the left hand side of the drop-down list first, and then refine to the asset classification. The search box at the top of the drop-down list can also be used to limit the options.

  6. Once the asset classification has been chosen, the ‘Component Mapping’ section will appear - Each of the active asset’s components must be matched to a corresponding target asset classification component group.

    For each row in the mapping list, select the ‘New Component Type’ on the right-hand side.

    Example

    In the screenshot above, the user is reclassifying a ‘sealed road’ to an ‘unsealed road’. The component currently assigned to the sealed road ‘Base’ would map across to the unsealed road ‘Base’ component group.

    ALL current components must have a target component group in the target asset classification. In this example, we would probably map the ‘Surface’ component to a ‘Composite’ component group within the target classification as an equivalent component group does not exist. It would be typical for this component to be subsequently, or preemptively, disposed.

  7. With the component mapping complete, use the calendar control to set the desired ‘Effective Date’ for the operation to occur. This defaults to the current date.

  8. When you are ready with the proposed reclassification, click ‘Reclassify (immediate)’.

Reclassify Components within Asset Classification

To reclassify a component within its parent asset, perform the following steps:

  1. Navigate to the main ‘Assets’ page and make a selection from the map screen.

  2. At the top of the info panel, click the ‘Actions’ menu.

  3. From the ‘Actions’ menu options, hover or select ‘Parent Asset Actions’ and then choose ‘Reclassify Asset’.

  4. A fly-out panel will appear with the required tools for performing an asset reclassification. Ensure the ‘Mode’ is set to ‘Component Reclassification’ before proceeding.

  5. Once the mode has been set, the ‘Component Mapping’ section will appear - Each of the active asset’s components can be matched to a corresponding component group within the parent assets asset classification.

    For components in the mapping list that you wish to reclassify to a different component group, select the ‘New Component Type’ on the right-hand side. Otherwise, leave it set to ‘Skip’.

  6. With the component mapping complete, use the calendar control to set the desired ‘Effective Date’ for the operation to occur. This defaults to the current date.

  7. When you are ready with the proposed reclassification, click ‘Reclassify (immediate)’.