This section provides guidance on how to perform specific Asset Management actions in the Metrix Asset Management system, for existing records. Including:
To perform a financial re-categorisation, firstly, ensure that you understand the purpose and implications of such a process. Then, simply follow these steps.
Navigate to the main ‘Assets’ page and make a selection from the map screen.
Ensure the correct asset component is your active selection.
Within the transactions info panel is a section title ‘Transaction History’. It is here
that users can see past recorded movements, as well as perform financial re-categorisations.
At the top of the ‘Transaction History’ section, click on the ‘Reclassify’ button.
If the summary table and/or the ‘Reclassify’ button is not displayed for your active component, it typically means that the asset component does not have any transactions posted against it. This therefore indicates that re-categorisation is NOT necessary.
A fly-out panel will display, requiring the target finance category and posting date for the change to occur.
Enter the posting date for the financial re-categorisation to occur using the calendar input.
Select the target finance category from the drop-down list.
Provide an optional comment.
Click ‘Reclassify’ when ready.
This operation does NOT proceed via staged changes, and occurs immediately. You have successfully re-categorised your component.
The ability to split an Asset is vitally important in keeping the Organisation’s financial reporting, engineering concepts, and asset management data policies in sync. This section provides an overview on two different methods supported by the Metrix Asset Management system to perform spatial, linear bisections of your assets or asset components.
For a basic overview of how splitting works, please see the video below:
To perform a spatial split of an asset and its components, follow these steps:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
For splitting assets, a particular component selection within the asset is not relevant.
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, hover or select ‘Parent Asset Actions’ and then choose
‘Split Entire Asset’.
A fly-out panel wil appear with tools ready for you to perform the split operation. Refer to the section on Splitting Tools for an overview of this panel.
Draw a split line across your asset in the panel’s map window. Double-click to finish drawing.
Make sure the splitting plane you digitise, crosses the original asset at least once.
Note also, you can split a single feature MULTIPLE times by drawing in a ‘zig-zag’ fashion. This is a great way to create more than two (2) sub-features.
Below the map window, use the calendar control to enter the desired posting date which will be used when apportioning any capital value across the split results.
Once the posting date is selected, the system will prepare a preview of the split that would
be required to suit.
Two or more - depending on the pattern of your digitised split line - asset records, with relevant child components, will be rendered for your review. Each asset and component displays the percentage share that they will demand from the original asset. Further to this, this share is used to calculate the proportion of capital value that each asset component will receive.
When you are happy with the previewed results, click ‘Commit Split (immediate)’
This operation does NOT proceed via staged changes, and occurs immediately. You have successfully split your asset and its sub-components.
To perform a spatial split of a single asset component, follow these steps:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
Make sure you have the correct component selected - the one you wish to split
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, choose ‘Split Component’.
A fly-out panel wil appear with tools ready for you to perform the split operation. Refer to the section on Splitting Tools for an overview of this panel.
Draw a split line across your component in the panel’s map window. Double-click to finish drawing.
Make sure the splitting plane you digitise, crosses the original component at least once.
Note also, you can split a single feature MULTIPLE times by drawing in a ‘zig-zag’ fashion. This is a great way to create more than two (2) sub-features.
Below the map window, use the calendar control to enter the desired posting date which will be used when apportioning any capital value across the split results.
Once the posting date is selected, the system will prepare a preview of the split that would
be required to suit.
Two or more - depending on the pattern of your digitised split line - component records will be rendered for your review. Each component displays the percentage share that they will demand from the original component. Further to this, this share is used to calculate the proportion of capital value that each component will receive.
When you are happy with the previewed results, click ‘Commit Split (immediate)’
This operation does NOT proceed via staged changes, and occurs immediately. You have successfully split your component.
Multi-geometry spatial features are supported within the Metrix Asset Management system. Sometimes however, it can become necessary to de-aggregate such features into their constituent building blocks. This document provides an overview on how to perform such de-aggregation (explode) of geometries in the system.
Geometry explosion is a COMPONENT level tool. Even if the spatial feature is shared across many asset components, this operation will only create single-part geometry features for your active component.
Any components also sharing the multi-geometry will continue to reference the multi-geometry.
Navigate to the main ‘Assets’ page and make a selection from the map screen.
Make sure you have the correct component selected - the one you wish to explode
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, choose ‘Split Component’.
A fly-out panel wil appear with tools ready for you to perform the operation. At the top
of the panel, choose ‘Explode’.
Use the calendar control to enter the desired posting date which will be used when apportioning any capital value across the exploded results.
Once the posting date is selected, the system will prepare a preview of the explosion that would
be required to suit.
Two or more - depending on the original multi-geometry - component records will be rendered for your review. Each component displays the percentage share that they will demand from the original feature. Further to this, this share is used to calculate the proportion of capital value that each component will receive.
When you are happy with the previewed results, click ‘Commit Split (immediate)’
This operation does NOT proceed via staged changes, and occurs immediately. You have successfully exploded your component.
This document provides a brief overview of the splitting asset and/or components tools, and how to use them to generate a valid splitting plane.
The following tools are discussed:
To draw the splitting plane:
To clear the splitting plane and redraw, simply click the redo button next to the ‘Draw split line’ button.
Once drawn, the splitting plane can be edited. Simply click ‘Edit’ and then manage the splitting plane following these directions.
The splitting panel provides users with the option to generate ‘construction lines’ before committing their split plan. These ‘construction lines’ will reveal their length for added context for the user. To use the measure tool:
The construction line(s) can be cleared by clicking ‘Clear Construction Layers’.
The built-in map window in the split panel contains controls to toggle aerial imagery, basemaps, as well as the
Metrix mapping focus mode. Set these views accordingly to provide yourself with the required context to draw
the split plane.
For information about each setting, read below.
For nearly all users, there exists a colour combination that is hard to decipher between and thus difficult to read when displayed in a map window. To cater for this, the Metrix Asset Management map tools provide users with the ability to put the map backdrop into ‘Focus Mode’. This will binarise (to make black-and-white) the backdrop so that the colours of your asset portfolio are easier to distinguish.
To view the aerial imagery as a backdrop to your asset portfolio, simply click on the ‘Imagery’ button in the top-left hand corner of the map window. This will swap out the underlying view to the aerial photograph imagery configured for your environment. The screenshot below shows a map window with aerial imagery as the backdrop, split between focus mode and standard.
To view the basemap as a backdrop to your asset portfolio, simply click on the ‘Base’ button in the top-left hand corner of the map window. This will swap out the underlying view to the basemap configured for your environment. The screenshot below shows a map window with basemap as the backdrop, split between focus mode and standard.
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:
To reclassify an asset and its asset components, perform the following steps:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
For reclassifying assets, a particular component selection within the asset is not relevant.
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, hover or select ‘Parent Asset Actions’ and then choose
‘Reclassify Asset’.
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.
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.
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.
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.
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.
When you are ready with the proposed reclassification, click ‘Reclassify (immediate)’.
To reclassify a component within its parent asset, perform the following steps:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, hover or select ‘Parent Asset Actions’ and then choose
‘Reclassify Asset’.
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.
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’.
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.
When you are ready with the proposed reclassification, click ‘Reclassify (immediate)’.
This section provides an overview on how to alter a component’s status code in the Metrix Asset Management system:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
Make sure you have the correct component selected - the one you wish to update the status for
The component’s status is referenced toward the top of the ‘Info’ tab in the component information panel.
To the right of this label, exists an option to ‘Update Status’ for the active component. Click this drop
down list and choose the desired status from the options presented.
Alternatively, setting the status in an option in the Info Panel ‘Actions’ menu. From the ‘Actions’ menu, choose ‘Set Component Status’ and then, from the sub-menu, choose the target component status that you wish to set.
A fly-out panel will appear seeking confirmation for the status change. If the target status
effect is ‘inactive’, the system will also generate the required financial transactions
ledger postings required to successfully set the status.
These transactions are designed to ensure that ‘inactive’ components (i.e. disposed) do not carry any value or have any gross value. If you proceed, the transactions will be posted to your ledger.
Once satisfied with the proposed change, click the confirmation button at the bottom of the panel.
This operation does NOT proceed via staged changes, and occurs immediately. You have successfully updated the status on your component.
From time to time, you may create a new asset or asset component and that eventuates to being a mistake. For these scenarios, the Metrix Asset Management system has support for users deleting assets or asset components.
Delete operations cannot be undone.
Assets and/or components that have financial transactions ledger entries within a locked financial period, cannot be deleted.
Assets must contain at least one (1) active component, so the last remaining component of an asset cannot be deleted.
To delete an asset record and its asset components:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, hover or select ‘Parent Asset Actions’ and then choose
‘Delete Asset’.
The asset deletion has been STAGED and is ready to save.
To delete an asset component from a parent asset:
Navigate to the main ‘Assets’ page and make a selection from the map screen.
Make sure you have the correct component selected - the one you wish to delete.
At the top of the info panel, click the ‘Actions’ menu.
From the ‘Actions’ menu options, choose ‘Delete Component’.
The component deletion has been STAGED and is ready to save.