About Asset Queries in Action Management

To identify the Equipment or Functional Location record that will be used to complete an operation, the GE Digital APM system runs the following queries, which are stored in the Catalog folder\\Public\Meridium\Modules\Recommendation Manager\Queries.

Equipment Asset Query: After providing a prompt for an Entity Key, the Equipment Asset Query returns the record with the provided Entity Key. In the baseline GE Digital APM database, the query returns records in the Equipment family.
Location Asset Query: After providing a prompt for an Entity Key, the Location Asset Query returns the record with the provided Entity Key. In the baseline GE Digital APM database, the query returns records in the Functional Location family.

The Equipment Asset Query is always run first. If it returns a record, that record is assumed to be the correct predecessor record, and the Location Asset Query is not run. This means that if a Recommendation record is linked to an Equipment record and a Functional Location record, the Equipment record will always be assumed to be the correct predecessor record.

You will need to modify the baseline queries only if your Recommendation records are linked to records in a family other than the Equipment family or the Functional Location family. When you modify the queries, remember that they must contain the Entity Key field from the source family whose records you want to return. A prompt must exist on the Entity Key field, but the prompt can be a simple prompt with no valid values.

Both of these queries should query the family at the highest level necessary to include all equipment or location subfamilies. This means that if all of your customer-defined equipment and location families are structured in a hierarchy under a single parent family, such as Asset, you should modify only the Equipment Asset Query to include this parent family. In this case, the Location Asset Query will never be run because all customer-defined equipment and location records will be returned by the Equipment Asset Query.

When These Queries are Run

The Equipment Asset Query and Location Asset Query are not meant to be run on their own. Instead, the GE Digital APM system runs these queries when you promote a Recommendation record to an Action record.

When these queries are run, the GE Digital APM system supplies the prompt with the Entity Keys of the predecessor records that are linked to the selected Recommendation record using the following workflow.

The GE Digital APM system first runs the Equipment Asset Query. If any of the predecessor Entity Keys identify a record that belongs to the Equipment Asset Query's source family, the Asset Strategy record will be linked to the record that is returned by the query.
If none of the predecessor Entity Keys identify a record that belongs to the Equipment Asset Query's source family, the GE Digital APM system runs the Location Asset Query. If any of the Entity Keys identify a record that belongs to this query source's family, the Asset Strategy record will be linked to the record that is returned by this query.
If none of the predecessor Entity Keys identify a record that belongs to the Location Asset Query's source family, the Recommendation record will be promoted to an Action record, but the Asset Strategy will not be linked to an Equipment or Functional Location record.

Example: Asset Query

Suppose a Recommendation record is linked to the Equipment record HX-112 and the RBI Criticality Analysis record Analysis 101. If you promote that Recommendation record to an Action record, the GE Digital APM system will:

Identify the Entity Key of the Equipment record HX-112 and the RBI Criticality Analysis record Analysis 101.
Supply these Entity Keys to the prompt in the Equipment Asset Query.
Identify the record that is returned by the query. Because the source family is the Equipment family, the Equipment record HX-112 will be returned by the query.
Link the new Asset Strategy record to the Equipment record HX-112.