Overview
The Sub Groups filter in the Quick Route Builder controls which subgroups of an asset group are included in a route. Subgroups appear as an expandable tree, so planners can include or leave out groups at any level of nesting, and decide whether subgroups created later join the route automatically.
Accessing the Quick Route Builder
From the navigation, click Maintenance, then click PM Programs.
Click Work Order Templates, then open a route.
Click the Tasks tab, then click Quick Route Builder.
NOTE: In the Lube Management layout, click Lubrication Routes, then click Route Setup/Templates. Open a route from the Route Setup tab, click the Tasks tab, then click Quick Route Builder. The Quick Route Builder is also available from a route on an asset group's Routes tab.
How to Choose Which Subgroups to Include
In the Quick Route Builder pane, select an asset group in the Asset Group or Asset dropdown.
The Sub Groups tree lists that group's direct subgroups, sorted by name, and stays unavailable until an asset group is selected. Assets directly in the selected asset group are always included in the route.
Click the arrow next to a subgroup to expand it and see the subgroups nested under it. You can expand groups at every level.
Check a subgroup to include it. Checking a group also checks every subgroup nested under it, including groups that are collapsed.
Uncheck a subgroup to leave it out. Unchecking a group also unchecks every subgroup nested under it.
To include one nested group inside a group you left out, expand the unchecked group and check just that nested group. The group above it stays unchecked.
Set any Additional Criteria, then click Save. The Additional Criteria dropdowns only list options from the included groups, and the Assets tree lists only the assets directly in the selected asset group.
How to Use Include Future Options
Include Future Options sits on the same row as the Sub Groups label and decides what happens to subgroups that are created after the route is saved.
Steps:
Check Include Future Options to include new top-level subgroups automatically. With this option checked, every subgroup in the tree starts out checked; uncheck the ones you want to leave out.
Uncheck Include Future Options to include only the subgroups you check. With this option unchecked, subgroups start out unchecked; check the ones you want.
Click Save.
NOTE: If Include Future Options is unchecked and no subgroup is checked, the Quick Route Builder shows "This field must have at least one option selected if "Include Future Options" is not selected." Check at least one subgroup, or check Include Future Options.
Use Cases
A planner routing by building selects the Wood Yard asset group, unchecks Include Future Options, and checks only Building 1 and Building 3 because they are next to each other. The nested areas inside those buildings come along automatically.
A planner leaving out one area selects a plant's top-level asset group with Include Future Options checked, then expands Line 2 and unchecks only its Fans group, so the route covers everything else, including subgroups added later.
A reliability lead covering one process area checks only a deeply nested group, such as Pumps under Line 2, to build a route for that equipment without including the rest of Line 2.
Best Practices
Check at the Highest Level That Fits: Checking a parent group covers everything nested under it and keeps the route current as nested groups are added.
Use Include Future Options for Growing Hierarchies: Leave it checked when new subgroups will be added and should join the route automatically.
Expand Before Unchecking Nested Groups: Expand a checked group to confirm exactly which nested groups you are leaving out.
Review the Tasks Tab After Saving: Confirm the route's task list matches the groups you meant to include.
Troubleshooting
Issue: The Sub Groups tree is grayed out.
Solution:
Select an asset group in the Asset Group or Asset dropdown. The tree is unavailable when no asset group is selected.
If an asset is selected instead of an asset group, the tree is unavailable. Select an asset group to filter by subgroup.
Issue: The tree shows "No sub groups found."
Solution:
The selected asset group has no subgroups. Check the asset group structure, or select a different asset group.
Issue: A validation message appears when saving.
Solution:
If Include Future Options is unchecked, check at least one subgroup.
Or check Include Future Options to include subgroups automatically.
Issue: A subgroup created after the route was saved isn't on the route.
Solution:
If the new subgroup sits under another subgroup, make sure that parent group is checked.
If the new subgroup sits directly under the selected asset group, make sure Include Future Options is checked.
Reopen the Quick Route Builder and check the new subgroup, then click Save.
Issue: A route includes assets from a nested group I didn't want.
Solution:
Reopen the Quick Route Builder, expand the parent group, and uncheck the nested group.
Click Save, then review the route's Tasks tab.
Summary
The Sub Groups tree in the Quick Route Builder lets planners include or leave out subgroups at any level of an asset group. Checking a group includes everything nested under it, and Include Future Options decides whether new top-level subgroups join the route automatically.