Navigating to the Asset Inventory Module

1. Click "Assets" in the blue task bar to the left.
   
2. Click "Asset Inventory."

Viewing Assets Using the Process Tree

To view assets using the Process tree:

1. Locate the Hierarchy tab on the left side of the screen.
   
2. Click the tab labeled with the gear icon.
   
3. A tree containing parent and child processes will display.
   
1. Click process names to view their associated assets.
2. Click the arrow next to a category to show or collapse child processes.
   
3. Right click the Process tree to add, edit, or delete processes, or click "Load Assets" to load assets into the tree.
   
4. Right click on the topmost process if you would like to sort the tree by name or number.

Adding, Editing, and Deleting Processes and Loading Assets in the Process Tree

Navigating to the Action Menu

To add, edit, or delete processes in the Process tree:

1. Navigate to the Process tree.
   
2. Right click on a line item in the tree to access an action menu.
   
1. This menu allows users to add, edit, and delete processes, as well as load assets.
   
2. When adding processes, the new process will appear as a sub-process of the line item the user has right clicked.

Adding or Editing a Process

1. Right click on a line item on the tree. An action menu will appear.
   
2. Click "Add Process" or "Edit Process."
   
1. 
   Adding a process will make the line item you clicked on the parent process for the process you are creating.
   
3. A pop up will appear. Here, you can view three items:
   
1. The Parent Process field, a read only field where users can see the process' parent process;
   
2. The Process Name field, where users can enter the name of the new process; and 
   
3. The Acronym field, where users can enter an acronym for their new process.
   
4. Fill out the fields in the pop up.
   
5. Click "Save" when finished.

Deleting a Process

Note that users will be unable to delete parent processes. Deleting processes can only be done if there are no child processes attached.

1. Right click on the name of the process you would like to delete.
   
2. Click "Delete Process."
   
3. Click "Save" on the pop up to confirm that you would like to delete the selected process.
   

Loading Assets

1. Right click on the name of a process for which you would like to load assets.
   
2. A menu will appear. On it, click "Load Assets."
   
1. Once the assets load, users can view each asset record by clicking on the asset name in the list.
   

Setting Up the Process Tree via GIS Sync

Navigating to the Integration Module

1. Click "Settings" in the blue task bar.
   
2. Click "Setup."
   
3. Click "Integration."
   

Using GIS Sync to Configure the Process Tree

1. 
   Click "GIS" in the Integration module.
   
2. Click an item on the hierarchy tree on the left.
   
3. On the page that displays, click "Sync Options" on the top of the site.
   
4. A pop up will appear that contains layer sync options for the selected item. Scroll to the bottom to get to the Process section.
   
5. Configure the Parent Process by clicking the + or - button to add or remove an item.
6. Configure a sub-process by filling out the relevant sub-process field. Choose one of the following options:
   
1. Select a GIS attribute using the GIS Attribute drop-down.
   
2. Select a NEXGEN sub-process.
   
3. Configure a custom sub-process by toggling the slider on. You can also type directly into the Custom Sub-Process field.
   
7. Click "Ok" at the bottom of the pop up when finished.