Lucity Relates Tool

Use the Layer drop-down to indicate the type of asset you wish to select.
Click the Select tool .
Select the desired features in the map.

In the Select Where field, type in the selection you wish to make.
- You can manually type in field names and values.
- If you have a current selection and the Attribute tab is populated, you can right-click in the grid and select Create New Expression or Add to Expression.
Click the button to validate the expression.
Select what you would like to do with the expression:
- New Selection
- Add to Selection
- Remove from Selection
- Select from Selection
The selection will be modified according to your guidelines.

The Attach to PM/Template tool enables users to attach assets and locations to a pre-existing PM.

How To Attach Assets to a PM

Select one or more features or Work Points in the Webmap or from the Data Table.
If needed click in the field next to the Attach to PM tool and enter a PM/Template ID.
Note: If you clicked the Add Asset/XY from Map, or Show Selected in Map (for a single record) options in the Show in Map tool in the Work Order module, then the PM/Template ID is supplied.
Click the Go button next to the tool. The selected features or points are attached to the PM/Template.
- Features are added to the Asset grid of the PM/Template.
- Work Points are added to the Location grid of the PM/Template.

Select the desired features. A list of these records appears in the Lucity Relates tool.
Highlight one or more of the features.
A list of Lucity modules that are related to the selected feature(s) appears in the Relationships tab at the bottom of the tool. Each module listed also includes a count of the related records.

After viewing relationships for a feature or set of features, select one of the modules with related records (in the Relationships tab).
Click the button. The module opens in Lucity Web, displaying the related records.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one of the features in the list. Its attributes appear in the Attributes tab at the bottom of the tool.

Select the desired feature(s) or XY/Address Locations in the map. The Lucity Relates tool lists the selected features.
Highlight one or more of these features.
Click the button. The following pop-up appears:
Select whether you would like to create Requests for just the highlighted records or for all of the selected records. (Lucity will create one Request for each asset.)
Check the Export the current map view and attach it as a document if you would like to export the current extent of the map as a pdf and attach it to the work request.
Click OK. A pop-up appears when the process is complete:
If desired, click Yes to view the new Requests.

Select the desired feature(s) or XY/Address Locations in the map. The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click the button. The following pop-up appears:
Indicate whether you would like to create Work Orders for just the highlighted records or for all of the selected records.
Choose whether to create one Work Order for all features or locations or one Work Order for each feature or location.
If desired, select a Template for the Work Orders.
Check the Export the current map view and attach it as a document if you would like to export the current extent of the map as a pdf and attach it to the work order.
Click OK. The following pop-up appears when the process is complete:
If desired, click Yes to view the new Work Orders.

Select the desired feature(s) or XY/Address Locations in the map. The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click the button. The following pop-up appears:
Select whether you would like to create PMs/Templates for just the highlighted records or for all of the selected records. (The tool will create a single PM that covers all of the selected records.)
Enter a Routine Code and Routine Description for the new PM.
Check the Export the current map view and attach it as a document if you would like to export the current extent of the map as a pdf and attach it to the pm/template.
Click OK. A pop-up will appear when the process is complete:
If desired, click Yes to view the new PMs/Templates.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of the features in the list.
Click the button. The following pop-up appears:
Indicate whether you would like to create Inspections for just the highlighted records or for all of the selected records. (One inspection will be created for each asset.)
Choose which type of Inspection you would like to create.
Click OK. A pop-up appears when the process is complete:
If desired, click Yes to view the new Inspection records.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click the button . The following screen will appear:
Click the ... button and select a document.
Enter a Document Description.
Select whether the document will Carry over to work order or Bypass Document Server to View Document.
Click Attach.
The document will be attached to all highlighted records.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click on the Documents tab.
The tab will list the documents attached to the highlighted assets.
Double click on a document to open it.
Click Edit to change document details.
Click Delete to remove the document from Lucity.
- Click Yes to delete the record.

Select the desired feature(s). The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list.
Click the Documents tab. Select one or more documents from the list.
Click Delete. A prompt will appear asking for confirmation.
Click Yes. The links to the document will be removed from all highlighed records. Another prompt will appear asking if you want to delete the file.
Click Yes. The document will be deleted.

Select the Lucity Relates tool .
Click the tool.
Click on a location in the map. A green pin will appear to mark the location.
A layer labeled Lucity XY/Address Locations will appear in the table of contents. This layer contains all of the pins added to the map.

Select the desired feature(s) or XY/Address Locations in the map. The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list. (optional)
Click the Attach to Work Order button. The following pop-up appears:
Enter the number for the work order to which the features or locations should be attached.
Select whether you want to attach all the selected records of that type to the work order or just the records highlighted in the relates tool.
Click OK. A pop-up appears indicating that the records are attached to the work order in Lucity.

Select the desired feature(s) or XY/Address Locations in the map. The Lucity Relates tool lists the selected features.
Highlight one or more of these features in the list. (optional)
Click the Attach to PM/Template button. The following pop-up appears:
Enter the number for the pm/template to which the features or locations should be attached.
Select whether you want to attach the highlighed record, or all of the selected records of that type.
Click OK. A pop-up appears indicating that the records are attached to the work order in Lucity.


Select Where		Enables the user to enter a SQL statement to select features based on attributes. This tool can be used to either modify the current selection or create a brand new selection. Statement parameters can be automatically added using the attributes table. The following buttons control how the results of the Select Where statement are handled.
	Clear Selection	Deselects any selected features.
	New Selection	Clears the current selection and creates a new selection based on the Select Where statement.
	Add to Selection	Adds the results of the Select Where statement to the current selection.
	Remove from Selection	Eliminates the results of the Select Where statement from the current selection.
	Select from Selection	Narrows the current selection to only records that match both the current selection and the Select Where statement.
	Verify Expression	Validates the Select Where expression.
	Clear Expression	Removes the Select Where expression.


Selected Features List		Displays a count and list of all features selected in the map. Click on one more more records in this list to view related relationships and attributes or to perform one of the following functions.
	Open in Web	Works with information highlighted under Relationships. Opens the related records in Lucity Web.
	Create Request	Creates Requests for all features highlighted in the Selected Features List.
	Create Work Order	Creates Work Orders for all features highlighted in the Selected Features List.
	Create PM/Template	Creates PM/Templates for all features highlighted in the Selected Features List.
	Create Inspection	Creates Inspection records for all features highlighted in the Selected Features List.
	Document	Uploads and attacches a document to all features highlighted in the Selected Features List.
	Point Location	Creates a point in the map and records its x/y, lat/long, and reverse geocoded address. This can be used to add an X/Y point to a Work Order or Request.
	Attach to Work Order	Attaches highlighted assets and X/Y Points to an existing Work Order.
	Attach to PM/Template The Attach to PM/Template tool enables users to attach assets and locations to a pre-existing PM. How To Attach Assets to a PM Select one or more features or Work Points in the Webmap or from the Data Table. If needed click in the field next to the Attach to PM tool and enter a PM/Template ID. Note: If you clicked the Add Asset/XY from Map, or Show Selected in Map (for a single record) options in the Show in Map tool in the Work Order module, then the PM/Template ID is supplied. Click the Go button next to the tool. The selected features or points are attached to the PM/Template. Features are added to the Asset grid of the PM/Template. Work Points are added to the Location grid of the PM/Template.	Attaches the selected assets and X/Y Points to an existing PM as a PM Asset.
Relationships tab		Displays any Lucity records (from various modules) that are related to the records highlighted in the Selected Features List.
Attributes tab		Displays attributes for a single selected record in the Selected Features List.
Documents tab		Displays a list of documents attached to the selected records.

Lucity Relates Tool

Selection Tools

Selected Features and Tools

Layer	Enables the user to choose a Lucity layer in the map from which to select features.
	Enables the user to select features in the map based on what is selected in the layer field.