Rules

A rule is a formula that is evaluated when an item in an asset model for a physical asset is synchronised with the asset type on which it is based. The rule determines whether or not a specific item in an asset type model is inherited by an asset in the asset tree when the asset is synchronised with the asset type on which it is based.

For each rule, the option value for the referenced option is configured for the specific asset. During synchronisation, each rule (specified for items in the asset type model) is evaluated using the applicable option value (specified for an asset) to determine whether an item in the asset type model is applicable to and inherited as an item in the asset model for the physical asset.

Rules are added to asset types. Rules cannot be added on the regular asset type itself but are linked to child entities in an asset type model to define the rules that apply. The regular asset type shows a roll up of the rules configured on the children of the asset type. The rules and associated options are automatically added to nearest regular asset type as read-only.

Rules apply to the following entities:

• Regular asset types
• In-place asset types
• Placeholder asset types
• Regular asset type components
• Placeholder asset type components
• Regular asset type tasks
• Regular asset type task spares
• Regular asset type task resources.

Rule Evaluation and Synchronisation of an Asset

Multiple rules may be linked to an item in the asset type model hierarchy.

The rules are joined together with a logical OR when they are evaluated during synchronisation. If one of the rules evaluates to true, then the item is inherited in the asset model for an asset that is based on the asset type.

Rules are evaluated from the node at which synchronisation is selected down each branch of the asset tree, one item at a time, until a rule evaluates to false.

Using Rules

Rules that are linked to an item in an asset type model can be:

• Selected from the lookup list of rules that have been defined for the regular asset type.
• Selected from the global lookup list of all rules that have been configured. If the selected rule has not been configured for the regular asset type then it is automatically added to the parent regular asset type.