Accept Development in Asset Tree

Objective

Accept development changes for an item in an asset model.

Accept development options

These accept development options are available in the asset tree:

Tick To
Apply to Children Accept development changes for each child item and its linked detail records.
This is optional and not applicable to a standard task or a task and its linked detail records.

How to accept development of an item in an asset model

  1. Access the Accept Development dialog in the asset tree. This can be done via either of these methods:
    • Right-click the item in the tree structure and click Development Status > Accept.
    • Select the item in the tree structure and use the Accept Development custom action in the Assist panel in the sidebar.
    • Open the item's edit screen and use the Accept Development custom action in Assist panel the sidebar.
  2. Tick Apply to Children, if required.
  3. Click Accept.

As a result

  • If the selected record's development status is NAC, MAC or Confirmed then:
    • Development changes for the selected record and its linked detail records are accepted.
    • Development changes for each child item and its linked detail records are accepted if Apply to Children is ticked.
    • Each item's development status is Confirmed.
  • An inherited item in the asset tree is out of sync with the asset type item from which it is derived. The modified item is displayed in red text in the asset tree and a warning symbol appears.
  • If the selected record's development status is DAC then:
    • The selected record is deleted. If the selected record is referenced on a work order then it and its linked detail records are marked as Deleted (but not physically deleted until all references have been deleted).
    • The selected record's linked detail records are deleted.
    • Each child item is deleted if Apply to Children is ticked.
    • The child item's linked detail records are deleted if Apply to Children is ticked.
    • Each item's development status is Deleted - Confirmed.
    • Each deleted item is not visible in the asset tree.

Keep in mind

  • An asset's development can only be accepted in the asset tree.
  • Development of a sub item cannot be accepted if the development status of its parent item is not Confirmed.
  • Development changes for child items are only accepted if the appropriate option is selected in the Accept Development dialog.
  • A user must have the appropriate permissions to accept an item's development in the asset tree.
  • An asset for which development is being accepted is locked and cannot be used by another user.