Asset Genealogy – July 10th, 2018

We’re excited to announce our latest feature, Asset Genealogy, which allows you to create and show relationships between multiple assets.

What is Asset Genealogy?

Asset Genealogy is the ability to link assets to each other, as parents and children – think “family tree”. This allows you to drill up/down the relationship chain to find common ancestors, sources of issues, etc.  For example, a truck may have an engine as a child asset, which in turn may have it’s ECU (Engine Control Unit) as a child asset. When viewing any one of these three assets, the genealogy tree could be launched to view the relationships they share.

How do I view my asset’s genealogy?

In order to view your asset’s genealogy you will first need to head into an Asset Summary page, or a grid showing assets, and click the tree icon.

The link will take you to a new page displaying the asset’s relationship tree. The selected asset will be highlighted in blue and parent/child levels can be expanded or collapsed. Each relationship level contains one or more nodes which contain two buttons – one for modifying genealogy relationship and another, the options (triple dot) button, that contains basic asset operations.

How do I add a relationship?

Within any asset’s Asset Summary page, you can select the options button (triple dot) then Genealogy then Create Child Asset option. This will take you to the Create Asset pageOnce here, you can create a child asset. Every asset you create on this page will save as a child to the original asset. You can add/amend relationships in the Genealogy view as well.

What About Reports?

In reports there is a new data source field within the Asset Header section called Parent Asset ID. This contain’s the ID of the asset’s parent which can be used to establish a relationship in the report.