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To examine assets from the search page, you must have the Manage Asset permission in order to change or make modifications on the assets.

  1. Provide some search criteria on the Search Assets page and click Retrieve Assets.
  2. Items matching the criteria are displayed below in the grid with their Asset Id, Name, Blueprint, Display ModeState, Uploaded By, and Uploaded On information.

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     How does the selection and pagination of search results work?

    Users can optimize the number of search items per page by selecting a value from the Items Per Page drop-down; this number ranges from 10 to 50 per page. The default number is 20.

    The selected number of search items is displayed in the grid below the drop-down.

    The search items per page can be changed and viewed at any time for the user's convenience.

    The search results are listed on multiple pages according to the selected number of Items Per Page in the drop-down, if the total number of search items resulting from the search criteria exceeds the selected number of items per page.

    The user can also directly jump to another page of the search results grid by clicking its corresponding link above the search results grid.

    The Selection drop-down in the left of the header row has four selection options: None, Some, Page, and All.

    This Selection drop-down is present on pages in which users need to select multiple search items for use such as viewing, modifying, etc.

    The Selection drop-down options perform the following functions:

    ColumnDescription
    NoneAll items in the list across all pages of the search results grid are deselected.
    Page

    All items on the currently visible page of the search results grid are selected.

    If you move to another page of the search results grid, you will see that none of the items on that page are selected, but the items selected on the earlier page are still retained.

    Some

    This selection appears when you manually select a few items from the list by selecting their corresponding check boxes. This selection also appears if you select Page from the drop-down and then increase the Items per page, or if you select All from the drop-down and then deselect any item on the search results page.

    It is also possible to select items across multiple pages of the search results grid by simply making the selection on one page and moving on to another - the item selection made on the earlier page is retained even if you move to another page to make additional selections.

    All

    All items in the list across all pages of the search results grid are selected.

    Even when moving to any other page of the search results grid, all the items on that new page are also selected.

    The selection drop-down remains as All if any of the items are not deselected, and it changes to Some if any of the items on any of the pages of the search results grid are deselected. Furthermore, if the deselection is made on the first page of the search results grid, then all the items on other pages are deselected. However, if you move to another page of the search results grid while the selection drop-down is All and deselect any item, the selection drop-down for that page changes to Some, while all items on the remaining pages remain selected with the selection drop-down selection showing as Page on those pages.



  3. Select the required assets from the list, and click the Examine Assets button.
  4. Examine Asset page is displayed with the asset details and three buttons namely Modify, History, and Copy. If you have selected several assets, then the Previous and Next buttons are enabled in addition to the Jump to drop-down list, to enable easy navigation between the selected assets.

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    The State text, Reject Comment title text, "Returned By" text in the User details, and Return Comment title text for returned asset may appear in something other than "Returned By", depending on the text provided in the Return State Text settings of the Item Bank's configuration.



  5. It also displays a Change State to drop-down list at the bottom of the page, and a Delete button to remove the asset from the project.
  6. Click the Modify button to modify the asset; the Modify Assets page is displayed with all the editable fields.
  7. Make all the modifications and updates. You can read more about this in Modify an Asset.

  8. Click Save. The changes are saved and displayed in the Examine Asset page for the assets.
  9. You can view the history of all the modifications made by clicking on the History button. A window is displayed with all the modifications made in each page of the window up to the current state of the asset. Here, you can navigate to the various versions by clicking the First, Previous, Next, Last, or Sort by drop-down list. The deletions in the selected version are shown with red background (and crossed out text), while additions are shown with green background.
  10. You can copy the Asset by clicking the Copy button. You can read more about this at Create a Copy of Asset.
  11. From the Change State To drop-down list, a Project Manager (and also a user with Manage Assets permission) can change the state of the asset by selecting the asset and choosing the state to which it should be changed.

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    The states displayed in the drop-down list depend on the configuration setting made for the assets.



  12. You can delete the asset by clicking the Delete button.

 

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