Models

The Models screen allows a user to create, clone, edit and delete Models for use within the Appraisal Module of Asprey Assets.

Permissions are required to manage Models. speak to your internal administrator to enable the following permissions:

• AA_Appraisal_Models

• AA_Appraisal_Models_Create

• AA_Appraisal_Models_Clone

• AA_Appraisal_Models_Update

• AA_Appraisal_Models_Delete

• AA_Appraisal_Models_Drilldown

• AA_Appraisal_Models_Lock

Create a Model

To create a Model click on the “New” button in the toolbar at the top of the screen.

This will open up the “New Model” dialogue, enabling the user to specify details about the new Model.

Clicking the “Create” button will instantly create the new Model and add it to the grid of existing Models.

Clone a Model

You can clone an existing Model by clicking on the “Clone” button at the top of the screen.

This will open the “Clone Model” dialogue (see below)

The following fields are available to customise for a cloned Model.

Field	Description
Clone From	A dropdown list of Models to clone from
Name	The name of the new Model. Please note choosing a Model from the dropdown above will automatically generate a new Model name based on the selected Model. However the new Model name will be suffixed with “- Clone”. It’s important to change the name of the Model to something more meaningful.
Clone Projects	If the checkbox is ticked then all of the linked Project for the selected source Model will cloned cross to the new target Model. Please note, unticking this “Clone Projects” checkbox will untick all of the other checkboxes as they’re all reliant on having a Project.
Clone Assets	If this checkbox is ticked the Assets configured under each Project that’s linked to the selected source Model will also be cloned into each newly cloned Project.
Clone Financial Groups	If this checkbox is ticked the Financial Groups configured for each Project that’s linked to the selected source Model will be cloned into each newly cloned Project.
Clone Financial Settings	If this checkbox is ticked the Financial Settings configured for each Project that’s linked to the selected source Model will be cloned into each newly cloned Project.
Clone Years	If this checkbox is ticked the Years configured for each Project that’s linked to the selected source Model will be cloned into each newly cloned Project. Please note that Project Years are dependant on Project Financial Groups therefore the Clone Financial Groups checkbox must be ticked.
Clone Strategic Categories	If this checkbox is ticked the Strategic Categories configured for each Project that’s linked to the selected source Model will be cloned into each newly cloned Project.
Clone Strategic Ratings	If this checkbox is ticked the Strategic Ratings configured for each Project that’s linked to the selected source Model will be cloned into each newly cloned Project.

Click on the “Clone” button to proceed with cloning the Model.

A new model has been created from the cloning process.

Cloning a Model can take a while dependant on how many Projects, assets and Appraisals the Model is linked to - please be patient.

Editing a Model

Editing an unlocked Model is as simple as clicking on the cell you want to edit and start typing.

Only unlocked Models can be edited. Locked Models are locked to prevent changes to the Model or any linked Projects.

Models can be unlocked with the correct permission.

Locking a Model will lock itself and any linked Projects, meaning no further changes can be made.

Multiple fields can be edited across the whole grid should a lot of changes be required.

The columns “Has Locked Projects” and “Has Locked Appraisals” can’t be edited they’re read-only and indicate whether or not the Model has any Locked Projects or Appraisals.

When you’ve finished editing ensure the “Save Changes” button is clicked to saved the amendments back to the database.

Deleting a Model

Deleting a Model will permanently remove it from the database!

Deleting a model WILL delete any linked Projects, Project Assets and Appraisals - extreme caution should be taken!

Only unlocked Models can be deleted. If the Model you want to delete is locked you will need a permission to unlock the Model.

Locked Models are locked if the “Locked” column is ticked (see below). The locked Model will have a greyed out appearance within the grid.

Choose the unlocked Model you want to delete by clicking on the trash can button adjacent to the row you want to remove.

The trash can button will be replaced with an undo button should you not want to delete the row.

If you’re still intent on deleting the highlighted row click on the “Save Changes” button in the toolbar.

The application will check to see if the Model being deleted has any linked Projects and Appraisals. If any are found they will displayed in the following delete confirmation dialogue:

If you’re 100% certain you want to delete the Model and linked Projects and Appraisals then click on the “Yes” button, otherwise click on the “No” button.

Drilldown into a Model

Any Model locked or unlocked can be drilled into by selecting the radio button on the row and then clicking on the “Drilldown” button.

This will take you to the Model Drilldown screen. You can find out more information about Model Drilldown here.