Assets Toolbar

Elements of the Assets toolbar are available from multiple screens and dialogs in NEXUS IC including:

  1. ASSETS
  2. INSPECTION

The Assets toolbar button allows the user to add, edit, delete and move Assets to and from the hierarchy. Additional navigation and filtering capabilities are also provided from this toolbar.

  • Back
    The Back menu item allows you to return to assets that you had previously selected in the Assets tree.
  • Forward
    The Forward menu item allows you to return to assets that you had previously selected in the Assets tree, after you’ve used the Back button.
  • Assets ‣ Add ‣ Asset

    Adds a new (child) asset to the asset currently selected in the hierarchy.

  • Assets ‣ Add ‣ Root Asset

    Adds a new root level asset into the active Asset View. A root level asset is an asset which does not have a parent asset.

  • Assets ‣ Add ‣ Linked Asset (With Children)

    Add a link to an existing asset including all its children. An asset tree will be displayed to allow selection of the asset to link as a child to the currently selected asset.

  • Assets ‣ Add ‣ Linked Asset (Without Children)

    Add a link to an existing asset, without any of its children. An asset tree will be display to allow selection of the asset to link as a child to the currently selected asset.

  • Assets ‣ Edit ‣ Asset Properties

    Change the name or Asset Type of the currently selected asset or add/remove the Primary Asset flag.

  • Assets ‣ Edit ‣ Asset Type Properties

    Edit the Asset Type of the currently selected asset: change its name, and change what Asset Information groups, Event types and Survey types it is associated with.

  • Assets ‣ Delete

    Deletes or unlinks the selected asset. If the asset exists in multiple places just this location can be removed, instead of deleting all locations the asset exists. Click on the Connections button to view dependant records of the current asset.

  • Assets ‣ Show Asset Type

    Toggles the display of the asset type in the hierarchy.

  • Assets ‣ Expand Children

    All children, grandchildren, etc. of the selected asset will be expanded. (You can also press the * key on the numeric keypad.)

  • Assets ‣ Collapse Children

    All children, grandchildren, etc. of the selected asset will be collapsed.

  • Assets ‣ Undo Move

    Reverses the last asset move action. Note that ONLY the last asset move can be undone.

  • Assets ‣ Copy to Clipboard

    Copies either the asset name or full hierarchy location of the selected asset to the clipboard.

  • Assets ‣ Reparent to Root

    Repositions the selected asset in the asset tree so that it becomes a root asset.

  • Assets ‣ Show on Drawing

    Shows a list of drawings that have this asset as a layer. Click on a menu item to go to that drawing. If the drawing name has “(Different Asset)” after it, the drawing you will be taken to is not available on the current asset; thus, when you select the menu option, you will not only be taken to that layer on that drawing, you will also be navigated to the new asset. You can get back by using the Back toolbar button.

  • Assets ‣ Other Locations

    Shows a list of other locations that this asset exists in on the asset tree (including in other Asset Views). Click on a menu item to navigate there. If this asset does not appear in any other locations, you will not see any items in this list.

  • Assets ‣ Connections

    See Connections for information about the Connections toolbar option.

  • Assets ‣ Anomaly Triggers

    Asset-specific anomaly triggers are found here. Triggers for a field independent of asset are found in Asset Information and Event Types. If you have both an asset-specific and a generic anomaly trigger on the same field, for assets with the asset-specific trigger, only the asset-specific trigger will apply. For assets with only a generic trigger, only the generic trigger will apply. Note that asset-specific anomaly triggers are specific to their asset — they do not automatically apply to an asset’s children.

  • Assets ‣ Coordinates

    This is the equivalent of the version 5 ‘Pipeline’ and ‘Map’ tabs.

  • Assets ‣ Rotate Equipment

    The Rotate Equipment menu item is used to swap the location of the selected asset with another asset of the same type. Swapping assets will exchange their location in the asset tree and create records in the asset history tab for both assets, to record details of the exchange.

    The Rotate Equipment menu item will only be enabled if the selected asset has an asset type. When you click on the Rotate Equipment menu item, an asset selection dialog will be displayed. Assets that are not of the same type will be greyed out in the tree. To swap the location of the selected asset, select another asset of the same type and click the OK button on the dialog. The asset tree will refresh and the swapped asset will be selected in the tree.

    You cannot rotate an asset with one of its children.

    The Rotate Equipment menu item is a Shortcut. As such, if necessary, it can be debugged using the Shortcut debugger. When you select the menu item, hold down the Control key on the keyboard. The Select Asset dialog will be displayed, but will be followed by the Debug Shortcut dialog. You can step through shortcut items one at a time, which may help to narrow down any problems.

    This functionality is most commonly used for PRDs where they are “rotated” out for valves that have been tested and prepared for service.

  • Assets ‣ Retire Equipment

    The Retire Equipment menu item is used to change the location of the selected asset in the asset tree. Changing the asset location in the asset tree creates records in the asset history tab for the asset itself as well as the source parent, to record details of the relocation.

    When you click on the Retire Equipment menu item, an asset selection dialog will be displayed. To change the location of the selected asset, select another asset as the destination parent and click the Ok button on the dialog. The asset tree will refresh and the asset will be selected in the tree in the new location.

    The Retire Equipment menu item is a Shortcut. As such, if necessary, it can be debugged using the Shortcut debugger. When you select the menu item, hold down the Control key on the keyboard. The Select Asset dialog will be displayed, but will be followed by the Debug Shortcut dialog. You can step through shortcut items one at a time, which may help to narrow down any problems.

  • Asset Views

    See Asset Views for detailed information on the Asset Views toolbar option.

  • Traffic Lighting

    See Traffic Lighting for detailed description of the Traffic Lighting toolbar option.

  • Import

    See Assets Import for detailed information on the Import Wizard. The MS Excel Import Template details the required format for importing Library Items.

  • Custom Export

    See Assets Export for information about exporting Assets and Asset Information data.

  • Reports

    See Reports for information about the Reports toolbar option.

Tip

The asset selection is persistent between ASSETS and INSPECTION screens, that means if you choose an asset in ASSETS screen and change the screen to INSPECTION, the same asset has been selected and vice versa.

Tip

If you exit out of NEXUS and open the application, it will reopen the application on the same location that you exited last time.