Applying asset scope
To apply the asset scope to all assets, go to the Standard activity definition to which the asset scope belongs. On the standard activity definition you can use the Apply scope action.
When the action is executed, the system checks all active (non-archived) assets and performs the following actions:
• Creates new activities for assets that match the conditions but do not yet have one.
• Closes existing activities for units that no longer match the conditions.
| All changes use the current date. |
Activity definitions are created for a assets, if the asset meets all conditions of a asset scope. If multiple scopes are defined for the same standard activity definition, the asset needs to match the condition of one of the scopes.
| Conditions on Property details take the reference date into account. |
After running the Apply scope action:
• New activities are created for assets that match the conditions on the asset scope.
• Existing activities are closed (i.e, the end date is set) if the asset does not match asset scope.
To apply activity scope from an asset:
Procedure
1. Go to the Assets selection level.
2. Select the asset you want to evaluate.
3. Click Apply asset scope on the action panel.
The system checks all asset activity scopes against the selected asset.
If a scope matches and no activity definition exists yet, a new activity definition is created (start date = system date). If an existing activity definition’s scope no longer applies, the activity definition is ended (end date = system date).
| This action only evaluates asset activity scopes. Rentable units, Properties, and Space scopes are not checked when triggered from an asset. |