To define the main asset within an estate record

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The procedure to define the main asset within an estate record is as follows:

1. Using the Advanced search spy-glass (), select Estate as the Search for and Search by category, and enter the Estate reference as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Details window is displayed.
3. Click on Estate Assets. The Estate Assets tab is activated, revealing a list of all assets within the estate record, as displayed in the Assets summary table 2.
4. Highlight the row matching the hierarchical node for the main asset record.
5. Click on Make Main Asset 3. The selected entry is defined as the root level node for the linked asset records 4.

Note

1 Additional search criteria may need to be employed (e.g. description, estate type, functional unit, company) to ensure that the correct estate record is returned.

2 An asset hierarchy must first be mapped to the associated functional unit, which in turn links through to the estate record.

3 The root level asset defined within a linked hierarchy would automatically be ascribed this attribute by default.

4 Where the Main Asset attribute has already been assigned, the end user is asked to confirm the transfer of record status.

See related topics...

Estate management record maintenance overview

To create a new estate record

To add entity criteria to a functional unit definition

Using the search facility