Classes - Master

The Asset Definition > Classes-Master sub-application app is a domain-level app where you define and manage the various classes of assets that you will be tracking in your domain.

Asset Classes represent the assets that you want to track for projects in your domain which have a common set of attributes. This includes attributes that a group of these items have in common, such as the model number or capacity, and attributes unique to a single item in the asset class, such as the serial number or installation date. Additionally, if enabled, you can create a list of required submittals for the asset class.

Example Projects in your domain commonly include Fire-rated doors. You've already set up the required asset attributes in the Asset Definition > Attributes sub-application.

Now you can add the asset class of "Fire-Rated Doors" to the Asset Definition > Classes - Master sub-application. You can add attributes such as "Manufacturer", "Model Number", and "Fire Rating" as Type Attributes, since they are common to all fire doors. You can add "Serial Number" as an individual Asset Attribute, since that value will be unique to each fire door that is installed.

You can also add a list of commonly required submittals for Fire Doors, such as "Product Data Sheet".

Key elements of the app include the following:

  • The Asset Definition > Classes-Master app is a domain-level app. It stores information for all the asset classes you could use in your domain. Regardless of which project or partition is open when records are added, the values are stored at the domain level.

  • Type Attributes are used to track information that is consistent for all instances of an asset type (for example, model number and manufacturer).

    Asset Attributes are used to track information that is unique to each installed asset (for example, serial number, location, tag number, or installation date).

  • If enabled, you can define Required Submittals at the class level for both Type and Asset submittals.

How to . . .

To create a new asset class (Class-Master) record, complete the following steps:

  1. Navigate to the Asset Definition - Classes-Master application.

  2. Click New in the action bar.

  3. Complete the following fields as appropriate:

    Field Description
    Details
    Label

    Enter the name of the asset class.
    Name

    This field automatically populates with a system name. After the attribute is created, this name cannot be changed.
    Abbreviation

    Enter an acronym for the asset class (for example, FRD for Fire-Rated Doors). The abbreviation must be unique.
    OmniClass Code

    If desired, select the appropriate OmniClass code for the asset class.

    Note For more information on setting up OmniClass Codes in your domain, refer to OmniClass Codes.
    Master Format Code

    If desired, select the appropriate CSI MasterFormat code for the asset class.

    Note For more information on setting up CSI MasterFormat codes in your domain, refer to CSI MasterFormat Codes.
    Type Attributes

    Type Attributes are used for high-level information that is the same for all physical instances of an asset type (for example, "Model Number" and "Manufacturer").

    Note Attributes are created in the Asset Definition > Attributes sub-application. For more information, refer to Attributes.

    Select Insert Attributes to choose attributes from the list of available attributes.

    On the Insert Attributes dialog, use the log view selector to filter the list, or click on the Search icon to search the list. Select the check box next to the appropriate attributes. Click Select when you are done.

    The first ten attributes appear on the list. To review all the selected attributes, click Show All at the bottom of the section.

    To remove attributes from the list, select the check box next the attribute and select Delete from the header.

    Label / Data Type / Entity Type / Unit Type

    The values from the selected attribute appear here, as determined in the Attribute sub-application. Refer to Attributes.

    Default Unit Value / Unit Value is Read Only / Unit Value is Required

    If the selected attribute is assigned a Unit Type, you can select a Default Unit Value.

    Additionally, you set the unit value as read only, required, or both.
    Asset Attributes

    Asset Attributes are used to track information that is unique to each installed asset (for example, "Serial Number" or "Installation Date").

    Note Attributes are created in the Asset Definition > Attributes sub-application. For more information, refer to Attributes.

    Select Insert Attributes to choose attributes from the list of available attributes.

    For more information on working with attributes in this grid, refer to Type Attributes above.
    Required Submittals

    If enabled for your domain, you can define the required submittals associated with this asset class. Required submittals can be added for both Type and Asset and include fields such as Subject, Description, Category, Revision, and Status (Status defaults to New).

    Important From the root domain, navigate to Configuration > Applications >  Asset Classes - Master > Settings. Enable Required Submittals must be selected in configuration for this section to appear.

    Subject

    Enter the subject (e.g. "Product Data Sheet", "Color Sample", etc.).
    Description Enter an appropriate description.
    Category

    Select the appropriate category.

    Note This lookup list is managed in the Configuration app. Refer to Lookups.
    Revision

    Enter the initial Revision number for the submittal item.
    Status

    Select the appropriate initial status for the submittal item.

    Note This lookup list is managed in the Configuration app. Refer to Lookups.

  4. Click Save when you are done.

If you have existing data that you want to import into this app, you can do so through the import process.

You will first generate an export of an existing record to access the correctly formatted spreadsheet file for the import. Once the exported file is available, add the appropriate values for the records you want to import to the exported spreadsheet. You can then import those records. For more detailed information on the importing process, refer to Importing records.

For the Classes-Master import, the spreadsheet typically includes your class records (for example, Name, Label, Active flag, Abbreviation, OmniClass Code, and MasterFormat Code) and can also include Type and Asset attributes to associate with each class.

You can generate a report from a selected log view, or use one of the built-in reports available by default in each application. For more information on creating your own reports, including how to set up scheduled reports, refer to Creating ad hoc reports.

Note For information on modifying the logo that appears on reports in your project, refer to Managing report logos.

To generate a report from a log view with up to 10,000 records, select the report icon . If your log view contains more than 10,000 records, the report icon will be disabled and you can select to download the records to a CSV file instead. For more information, refer to Generate a report from a log view.

To generate an application report, complete the following steps:

  1. Navigate to the application.

  2. Select Reports in the application title bar.

  3. Select the report you want to run.

  4. Apply any desired filters.

  5. Select View or Download as appropriate. For more information, refer to Viewing Reports.

  6. Click the Close icon when you are done.

To delete a record, complete the following steps:

  1. Review the header to ensure that you are in the correct project or partition.

  2. Navigate to the Asset Definition - Classes-Master application.

  3. To delete a single record, right-click on the record in the log view and select Delete, or open it in the detail pane and select the Delete icon in the action bar.

    Note Deleting a Class-Master is permanent and it cannot be restored. You may be prompted to type the record Label to confirm deletion.

  4. To delete multiple records at once, open the log view and select the check box next to the record or multiple records that you want to delete. Select Delete from the action bar.

  5. Click OK on the confirmation message. The record or records will be deleted.

Note If a record was deleted in error, it can be recovered from the Recycle Bin application by an administrator. For more information, refer to Using the Recycle Bin.

Your domain administrator or another user with the appropriate permissions can configure the app in the Configuration application.

Important Because this is a domain-level app, you must navigate to the root domain to access Configuration for this app.

The Configuration app can be accessed directly through the apps list (Apps > Administration > Configuration), or by right-clicking on an application in the launch bar and selecting Configure. When you select Configure for an app from the launch bar, the detail view of the configuration page for that application opens automatically.

For general information on configuring this app in Configuration, refer to Application configuration.

The following items are specific to this application:

Options Description
Settings
Enable Required Submittals

Select this option to enable the Required Submittals section on the Classes-Master record.