Find and link assets to PM schedules

Linked asset query provides two query types, quick query and spatial query, for you to quickly link existing assets to a PM schedule.

To execute a linked asset query

1. From the PM schedules page. find and open the schedule you want to work with.

2. Select the Linked asset query tab.

3. Select a query type from the Query type menu list.

   • Quick query allows you to execute a predefined quick query for assets.

   • Spatial query allows you to specify a GIS object on the Accela GIS map, and perform a spatial search around the GIS object for assets.

4. Quick query:

   1. Update these fields as needed:

      Note: The available global quick queries are configured by your agency administrator. Contact your agency administrator if you have questions.

      Field	Description
      Query Results	Select a method to add the query results to the linked assets list: Appended to Existing Linked Assets - Select this option if you want to append the query results to the existing linked assets list. Replace Existing Linked Assets - Select this option if you want to replace the existing linked assets with the query results. Note: If you configure both quick query and spacial query, only one query type can select the option “Replace Existing Linked Assets.”
      Comments	Enter some comments relating to the selected quick query.

5. Spatial query:

   1. Select the GIS button.

   2. Use the selection tool to select objects on the map, and then select only one object on the Contents panel to be the object around which you want to perform a spatial search for assets.

      Accela GIS highlights the object in blue on the Contents panel.

   3. Select the Actions button on the Contents panel, and select the Link object to PM schedulecommand.

      Note: The Accela GIS map viewer closes. The information about the selected GIS object populates in the GIS Layer, GIS Service, and GIS ID fields.

   4. Specify the criteria that the spatial query uses to look for assets.

      Field	Description
      Asset Group	Specify the asset group. The spatial query only looks for the assets that belong to the asset group.
      Asset Type	Specify the asset type. The spatial query only looks for the assets that belong to the asset type. If this field is null, the spatial query looks for assets by the asset types that support the record type associated with the work order template used for the PM schedule.
      Buffer Distance	Specify the buffer distance for determining the buffer area around the specified GIS object. The spatial query only looks for the assets that fall within the buffer area.
      Buffer Unit	Specify the unit used for the buffer distance.
      GIS Layer	Read-only field. Shows the GIS layer of the specified GIS object.
      GIS Service	Read-only field. Shows the GIS service that provides the specified GIS object.
      GIS ID	Read-only field. Shows the GIS ID of the specified GIS object.
      Query Results	Select a method to add the query results to the linked assets list: Appended to Existing Linked Assets Select this option if you want to append the query results to the existing linked assets list. Replace Existing Linked Assets Select this option if you want to replace the existing linked assets with the query results. If you configure both quick query and spacial query, only one query type can select the option “Replace Existing Linked Assets.”
      Status	The status of the spatial query criteria. You can set it to active or inactive.

6. Select Save to save the quick query or spatial to the PM schedule.

   Note: You can also select Reset to clean up the changes you made in the previous step.

7. Select the Execute button to add the query results to linked assets.

   Note: If you generate work orders for the PM schedule without first executing the query, Civic Platform still generates work orders against the assets meeting the selected quick query criteria, and the assets meeting the configured spatial query criteria.

   • If the query result option of the quick query or spatial query is “Appended to Existing Linked Assets,” Civic Platform does not append the query results to the list of linked assets.

   • If the query result option of the quick query or spatial query is “Replace Existing Linked Assets,” Civic Platform replaces the existing linked assets with the query result.

You can directly look up and add one or more assets to a PM schedule.

To add a linked asset to a PM schedule

1. From the PM schedule page, find and open the schedule you want to work with.

2. Select the Linked assets tab.

3. Select Look Up, enter search criteria, and select Submit.

4. Select the check box next to the asset(s) you want to link to the PM schedule.

5. Select Select.