To successfully build your tree lookup, you will first have to add in your Asset. You will also need to add in Functional Locations or Areas in which the different assets might be located. These functional locations and areas will act as your original Parent IDs and are basically another asset with a type of location or area. Some examples being Line 1, Line 2, Buildings and Grounds, etc. All building of the asset tree must be done at the Parent Level. Once you have done this follow the steps below to build your tree.

Adding Children IDs

1. Click Maintenance | Assets 

2. Choose the asset that is going to be your Parent ID 

3. Scroll down to the Children Accordion on the Asset detail page 

4. Click Select Children

NOTE: Only the assets that have not yet been assigned a parent will show up in this list.

    5.  Check the box for any children you wish to place under this parent

    6.  Click Add Children 

If you need to switch a parent for an asset, follow the steps below :

    1.  Choose the original Parent from the Asset Search Grid

    2.  Scroll down to the Children Accordion

    3.  Find the Child ID you wish to remove

    4.  Click Trash 

    5.  Confirm Delete Pop-up; Click Yes 

You will now find that asset in the list of available Children IDs