Typically when creating a policy instance, for each node in the policy model, you must access a search window and configure the appropriate search criteria in order to locate the record that you want to assign to the node. If, however, you specify a primary record, the search criteria are configured automatically to return only records that are linked to the primary record. Further, rather than using a search window at all, you can simply select a record from a list of records that are linked to the primary record.
If the primary record is represented by a node in the policy model, before you create a policy instance, you can specify that node as the primary node. Then, in each policy that you create, the record that you assign to the primary node will become the primary record automatically.
If the primary record is not represented by a node in the policy model, you can specify the primary record directly in each policy instance.
Consider the following policy that monitors various
types of information for a piece of equipment.
The Equipment node in this model represents an Equipment record to which all of the other input records (represented by other Input nodes) are linked. Therefore, the Equipment node has been specified as the primary node, as indicated by the blue star that appears on the node in the model.
In a policy instance associated with this policy, a blue star appears next to the node name, indicating that the record specified for the Equipment node will be the primary record. In the following
image, an Equipment record with the Record ID ~ #1 STEAM REHEATER ~ HXST130 has been specified for the Equipment node and is, as a result, also the primary record for this policy instance.
Consider the following policy that monitors various
types of information for a piece of equipment.
The Input nodes in this policy model represent records that are related to a single Equipment record, but the Equipment record itself is not represented by a node in the model. Therefore, there is not a primary node in this policy model. However, you can still specify a primary record in each policy instance.
In a policy instance that is associated with this policy, the top row contains a blue star that indicates the primary record, but the row does not contain a node name because there is not a primary node in the model. In the following image, an Equipment record with the Record ID ~ #1 STEAM REHEATER ~ HXST130 is specified as the primary record.
Continuing with the previous examples in this topic, after a primary record has been specified, when you assign records to the remaining nodes in the model, you can select the record you want from the list that is enabled. As shown in the following image, the list contains records in the database that are linked to the Equipment record ~ #1 STEAM REHEATER ~ HXST130.
You can also enter a Record ID directly in the cell. When you do this, the list is re-populated with the linked records whose Record IDs contain the value that you entered, as shown in the following image.
Alternately, you can use the Search window to search for and select a record to assign to an Input node. When you do this, the search criteria
that are defined by default will return only records that are linked to
the Equipment record with the Record ID ~ #1 STEAM REHEATER ~ HXST130, as shown in the following image.
