Adding, Editing, and Deleting Items

Adding, editing and deleting Items in the Asset Type Tree

The following standard functions can be performed on items in an Asset Type model and rules apply for each function.

Changing an item’s data values

An item in the Asset Type Tree can be changed or deleted if its Development Status is “New - Under Development”, “New - Awaiting Confirmation”, “Modified - Under Development”, “Modified - Awaiting Confirmation” or “Confirmed”.

When the changed item is saved then its Development Status changes to “Modified - Under Development”.

Changing an item’s Development Status

An item’s Development Status:

Can be changed without changing any data values.
Can be changed automatically for inherited items as a result of accepting development for the parent Asset Type or original Asset Type in the Asset Type Tree.

Business rules

These rules apply when the Development Status or data values of an item in the Asset Type Tree are changed.

Child items are updated if Apply to Children is ticked.
Apply to Children is not applicable if the child item is a Task or linked detail record.
Items in Asset Type models for descendant Sub Asset Types, Linked Asset Types and Linked Components are updated if Apply to Descendants is ticked.
The Development Status of an Asset Type cannot be changed to “Deleted - Awaiting Confirmation” or “Deleted - Confirmed”.
The Development Status of an inherited item in the Asset Type Tree can only be changed to “Deleted - Awaiting Confirmation” if the item’s immediate parent item in the tree structure has Development Status “DAC”.
An item with Development Status “Deleted - Awaiting Confirmation” can only be deleted by accepting its development changes.
Original and inherited items with Development Status “NUD” and “NAC” are not synchronised.
Original and inherited items (not an Asset Type Folder) with Development Status “MUD”, “MAC”, “DAC”, “C” or “DC” are synchronised.

Please note!

Refresh the tree at a higher level after every action.

Development Status functions for Asset Type models

These Development Status functions are available for items in the Asset Type Tree and/or Asset Type edit window.

Menu Option	Current Status	New Status	Action
Change Status to Under Development	NAC MAC C	NUD MUD MUD	Change the selected record's Development Status so that the item can be changed. Tick Apply to children to change the Development Status of the selected record’s child items in the Asset Type model. Tick Apply to descendants to change the Development Status of the corresponding item in each Asset Type model for descendant Sub Asset Types , Linked Asset Types and Linked Components.
Change Status to Awaiting Confirmation	NUD MUD	NAC MAC	Change the selected record's Development Status so that development changes can be confirmed by the responsible person. Tick Apply to children to change the Development Status of the selected record’s child items in the Asset Type model. Tick Apply to descendants to change the Development Status of the corresponding item in each Asset Type model for descendant Sub Asset Types , Linked Asset Types and Linked Components.
Change Status to Deleted Awaiting Confirmation	NUD NAC C MUD MAC	DAC	Change the Development Status for an In-Place Asset Type, Asset Type Placeholder, Linked Asset Type, Component, Linked Component, Task or linked detail record. For an original item: Tick Apply to children to change the Development Status of original child items in the Asset Type model. Tick Apply to descendants to change the Development Status of the corresponding item in each Asset Type model for descendant Sub Asset Types , Linked Asset Types and Linked Components. For an inherited item if it’s immediate parent item in the tree structure has Development Status “DAC”: Tick Apply to children to change the Development Status of inherited child items in the Asset Type model. Tick Apply to descendants to change the Development Status of the corresponding item in each Asset Type model for descendant Sub Asset Types , Linked Asset Types and Linked Components.
Accept Development	NUD MUD NAC MAC	C	Accept development changes and change the Development Status for the selected record. Tick Apply to children to accept development changes for the selected record’s child items. Tick Apply to descendants to accept development changes for the corresponding items in each Asset Type model for descendant Sub Assets, Linked Asset Types and Linked Components.
Accept Development	DAC	DC	Delete an original In-Place Asset Type, Asset Type Placeholder, Linked Asset Type, Component, Task or linked detail record. Tick Apply to children to delete all child items. Tick Apply to descendants to delete the corresponding item in each Asset Type model for descendant Sub Asset Types, Linked Asset Types and Linked Components.
Reject Development	NUD NAC	-	Reject changes for an original item and deactivate the selected record. Tick Apply to children to reject changes for child items. Tick Apply to descendants to reject changes for the corresponding item in each Asset Type model for descendant Sub Asset Types, Linked Asset Types and Linked Components.
Reject Development	MUD MAC	C	Reject changes for an original item and revert to the selected item’s last confirmed values. Tick Apply to children to reject changes for all child items. Tick Apply to descendants to reject changes for the corresponding item in each Asset Type model for descendant Sub Asset Types, Linked Asset Types and Linked Components.
Reject Development	DAC	Item’s previous status	Reject changes for an original item and revert to the selected item’s last confirmed values and previous Development Status. Tick Apply to children to reject changes for all child items. Tick Apply to descendants to reject changes for the corresponding item in each Asset Type model for descendant Sub Asset Types, Linked Asset Types and Linked Components.
Synchronise	MUD MAC DAC C DC	MUD MAC DAC C DC	Apply the last confirmed changes for the selected item (Asset Type, In-Place Asset Type, Asset Type Placeholder, Linked Asset Type, Component, Task or linked detail record) to the corresponding items in each inherited Asset model that is based on this item’s parent Asset Type, and from the selected record down in the tree structure for each child item and its linked detail records. Tick Apply to descendants to apply the last confirmed changes for an Asset Type to the corresponding items in each Asset model that is based on a Sub Asset Type, Linked Asset Type or Linked Component of this Asset Type, and from the selected record down in the tree structure for each child item and its linked detail records. Referred to as “Push Down Synchronisation”.