Defining Equipment Systems from the Equipment Systems Console

• When you define an equipment system record, you are defining the relationship between two equipment records: a master equipment and a dependent equipment.
• The one exception is when you define the highest level of the tree, that is the record for the system itself; in this case, the master and dependent have the same value.
• When dragging an equipment record to the tree, the selected equipment record is the dependent record, and the master is automatically assigned by the drag and drop feature (that is, the location that you drag the item to.)
• The System Level value (system, assembly, or component) is manually assigned. The system level is associated with the dependent equipment. The color in the tree identifies the level: 
  • Blue equals System
  • Green equals assembly
  • Red equals component.
• There is one record in the Equipment System mapping table for each entry in the System Assignment tree. The same equipment record can appear multiple times in the system tree. For example, a piece of equipment may be shared between two or more systems.

You can copy an entire system from the Inventory Tree to the System Assignments hierarchy. This is handy when creating hierarchies for different stakeholders who will want the system positioned differently in their hierarchy of asset.

To copy an entire system and place it in a new location:

1. From the Asset Relationship Assignment tab, click the Inventory Tree tab. The Inventory Tree lists all the equipment systems that are currently defined.
2. At the top of the Inventory Tree, click the Gear icon, and then click Copy from the menu. When the Copy action is active, it has a check mark.

   

3. From the Inventory Tree, click the system you want to copy, and drag it to the position you want it to have in the System Hierarchy. The icon turns to a green check mark when you are in a position where you can place the copied system.
   1. Hover over a heading , and wait until the heading expands to see the assets under that item.
   2. Move to the position you want this system to have in the hierarchy.
      • To place the item on the same level as another item, drag the mouse over an item until you see the blue bar above it. If you release the mouse when you see the blue bar, the item is placed in the same location as the blue bar.
      • To place the item below an item, hover over it and release the mouse when the item is highlighted. The item is placed below the highlighted item.

If an equipment asset has not yet been added to the system hierarchy, it is listed in the Unassigned list under the Items to be Assigned section of the console. You can click and drag it to add it to a system assignment. This is a way of expanding on existing assemblies by adding additional components, or of creating new assemblies from assets.

To add unassigned assets to the System Hierarchy:

1. From the Asset Relationship Assignment tab, click the Unassigned List tab. The Unassigned List shows all assets that are not in any of your current equipment systems.
2. Locate the asset you want to add to the hierarchy. Use the Index at the top of the Unassigned List to restrict the list of asset's shown.
3. When you have located the asset, click its move button to drag it to the desired position in the System Hierarchy. The icon turns to a green check mark when you are in a position where you can add it to the hierarchy.
   1. Hover over a listing , and wait until the heading expands to see the assets under that item.
   2. Move to the position you want this asset to have in the hierarchy.

      • To place the item below an item, hover over it and release the mouse when the item is highlighted. The item is placed below the highlighted item.

      • To place the item on the same level as another item, drag the mouse until you see the blue bar above the dragged item. If you release the mouse when you see the blue bar, the item is placed in the same location as the blue bar.

If you want to undo a placement you have made, or to edit a system assignment, you can do so using the Edit icon .

To delete or edit an equipment system from the hierarchy:

1. In the System Hierarchy pane, click the edit icon in the row for the equipment item you want to delete or edit.

   The Equipment System edit form appears,

   

2. Do one of the following:
   • To delete the item, click Delete.

     The equipment system and all its assemblies and components are deleted from the hierarchy,

   • To edit the item, change information, such as the Criticality, Stakeholder Type, or System Name, and click Save.

You can also add an equipment item to the hierarchy by creating a record for it from the console. To do this, you select an item in the tree that has the master equipment for which you want to add another item.

Note: These steps describe adding an item under an existing item. For the steps to add a top-level item, see

To add a top-level item to the System Assignments tree.

To add an equipment system to the system assignment tree:

1. In the System Assignments tree, click the plus sign in the row for the equipment item that has the same master item as the asset you want to add.

   Note: You might need to expand the System Assignments panel to see the buttons.

   The Equipment System form appears. The Equipment Code Master is filled in with the code for the master for the equipment item for which you clicked the plus sign.

   

2. Mouse over the Equipment Code Dependent field and click the ellipsis to access the Select Value form for selecting the dependent equipment asset.
3. Click the asset in the list.

   The Equipment form appears filled in with the identifier for the selected equipment.

4. If needed, change the Criticality Mission and Criticality Function. By default, this is set to Noncritical, but you can select Support or Critical for this dependent asset.
5. Enter a System Name if you want the label in the tree for this dependent item to be different than the Tree Label that the system generates.
6. If you do not want all stakeholders to see this assignment, select a specific Stakeholder Type from the list. Otherwise, keep the selection to All.
7. Click Save.

   The dependent asset defined in this form appears in the System Assignments tree at the same level as the item you selected.

1. In the System Assignments tree, click the plus sign in the row for any of the top level systems.

   The Equipment System form appears filled in with the Equipment Code Master for the item you selected.

2. In the Equipment Code Dependent field., select the item that you want to be the top level, and click Save.
3. Expand the top level entry for which you clicked the plus sign to show the new entry.
4. Click and drag the new entry and release it when the blue line appears above a top level entry.
5. Click the pencil button in the row for this new top level entry.

   The Equipment System form now shows the item as both the master and dependent. This is how a top-level entry is defined.

6. Change the System Level to be System. The System Level is always set manually.
7. Click Save.

   The new entry now appears at the top level.