About Site Filtering in ASM

In Asset Strategy Management, users will only see strategy information related to their assigned site(s).

Asset Strategies

Site filtering is applied to asset strategies by one of the following methods:

Assigning a site using the Site control on the new asset strategy datasheet: Using the Site control, you can choose a site from any of your available sites or designate the record as Global. Once the new strategy is saved, the site is locked for that strategy and cannot be changed. You can switch assets assigned to the strategy, but it must be an asset with the same site assignment.
Assigning an asset to the strategy: All of the strategy's associated records are assigned to the same site as the asset. If an asset strategy is initially set to global, after you assign an asset to the strategy and save it, the site assignment it inherits from that asset is locked and cannot be changed. You can switch assets assigned to the strategy, but it must be an asset with the same site assignment.

System Strategies

Site filtering is applied to system strategies by one of the following methods:

Assigning a site using the Site control on the new system datasheet: Using the Site control, you can choose a site from any of your available sites or the global option. Once the site is set for the system, you will only be able to add asset strategies with that same site assignment.
Assigning an asset strategy with an assigned site to the system strategy: If the system was initially created as global, and you assign an asset strategy to the system, the system will inherit the site of the asset strategy.

Note: All strategies in a system must be of the same site.
Creating a system strategy within a unit strategy that has an assigned site.

Note: When you create a new asset strategy within a system strategy, the new asset strategy inherits the site from the system strategy, and you are only able to add assets to the asset strategy that are of the same site.

Unit Strategies

Site filtering is applied to unit strategies by one of the following methods:

Assigning a site using the Site control on the new unit strategy datasheet: Using the Site control, you can choose a site from any of your available sites or the global option. Once the site is set for the unit, you will only be able to add system strategies with that same site assignment.
Assigning a system strategy with an assigned site to the unit strategy: If the unit was initially created as global, and you assign a system to the unit strategy, the unit will inherit the site of the system strategy.

Note: All system strategies in a unit must be of the same site.

Asset Strategy Templates

The Strategy Template family is not enabled for site filtering. All records under a template are designated as Global. Templates can be applied as a copy to strategies from any site as long as their risk matrices match. The template then controls strategies from multiple sites as a master. If the template has controlled strategies from multiple sites, and you do not have permissions for all of those sites, you will not be able to activate the template.