Admin

About Configuring 360 View Definitions

360 View allows you to configure an unlimited number of views to display the required visualizations for any combination of asset or asset group type, site, and user role.

Each 360 View definition consists of one 360 View record linked to one or more 360 View Tab Config records. The 360 View record must have a unique name, and it must be associated with a site, which can be the Global site, a Role or an Asset Type. You can designate whether the view is active. Inactive 360 Views are not displayed to end users.

Each 360 View Tab Config record defines one visualization tab to be included in the 360 View. You can select a General Dashboard, Graph or Query from the catalog, or you can enter the URL for an Advanced Visualization dashboard.

If you select a General Dashboard, it must contain a Filter Query, which returns the asset or group entity key, and optionally, it can include additional filter parameters. You can use the following query as an example: Public\360 View Content\Queries\Asset or Group Filter Query.

If you select a Query, you can specify whether to display the query results in a tablular format, or as a Map, provided the query that you specify must conform to the requirements of the Maps module.

About Default 360 View Definitions

Even if you do not configure any 360 Views, users can access default asset and group views, which apply for any asset or group type, site, or user role. Each default view displays a single dashboard as follows:
View NameDashboard
Default Asset ViewPublic\360 View Content\Asset Overview Dashboard
Default Group ViewPublic\360 View Content\Group Overview Dashboard

The default dashboards display information on recommendations, work history, and asset criticality. You can modify the dashboards to show relevant content for APM users.

Access the 360 View Admin Page

About This Task

You can use the 360 View Admin page to configure the records that define 360 Views.
Note: You can access the 360 View Admin page only if you are a member of the Asset 360 View Admin security group or role.

Procedure

In the Applications menu, navigate to ADMIN > Application Settings > 360 View.
The 360 View Admin page appears, displaying the 360 Views workspace.

Add a 360 View

Procedure

  1. Access the 360 View Admin page.
  2. Select .
    A new row appears in the grid.
  3. Enter values for the following fields:
    • Site
    • Name (must be unique)
    • Role
    • Asset Type
  4. Select the Is Active check box to enable users to access the view.
  5. Select .
    The 360 View is added.

Modify a 360 View

Procedure

  1. Access the 360 View Admin page.
  2. As needed, modify values in the grid. You can modify multiple rows at the same time.
  3. Select .
    The 360 Views are modified.

Delete a 360 View

About This Task

When you delete a 360 View, any 360 View Tab Config records linked to the 360 View are also deleted.

Procedure

  1. Access the 360 View Admin page.
  2. Select the check boxes corresponding to the 360 Views that you want to delete.
  3. Select Delete.
    A message appears, asking you to confirm that you want to delete the 360 Views.
  4. Select OK.
    The 360 Views are deleted, along with any linked 360 View Tab Config records.

Modify the 360 View Tab Configuration

Procedure

  1. Access the 360 View Admin page.
  2. Select the check box corresponding to the 360 View that you want to configure.
  3. Select Edit.
    The Editing <name> workspace appears.
  4. Select .
    A new row is added to the grid.
  5. Enter values for the following fields:
    • Site
    • Name
  6. In the Content Path box, select .
    The Content Path window appears.
  7. Select the content item that you want to display.
    • For General Dashboards, Queries, or Graphs, select the item from the catalog viewer.
    • For Advanced Visualizations, select Advanced Visualization, and then enter the URL path for the visualization.
  8. Select OK.
  9. In the Query Type field, select Map if you want to display the query results in Maps visualization.
    Note: The query that you specify in this case must conform to the requirements of the Maps module.
  10. Repeat steps 4-9 for each 360 View tab that you want to configure.
  11. Select one of the tabs as the default one.
  12. If you want to specify a tab order other than alphabetical, enter a numeric value in the Order box for each tab.
  13. Select .
    The tab definitions are saved. You can select Done to return to the 360 Views workspace.