From the Equipment Systems Console or the from the Asset Registration Console, you use the Asset Relationship Assignment tab to assign equipment to an equipment system.
Note: This topic focuses on assigning equipment to equipment systems. For information on working with the other features of this tab, such as tracing dependencies, highlighting rooms served, using the 360 viewer, and so on, see Equipment Systems Console: Overview.
Note: You can also use the Background Data / Define Equipment Systems task to define records in the Equipment Systems (eq-systems
) table. These records define the relationship between two assets. You can create multiple records to link different assemblies to the same equipment system, or to link different components to assemblies. See Defining Equipment Systems (Background Data).
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:
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:
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:
The Equipment System edit form appears,
The equipment system and all its assemblies and components are deleted from the hierarchy,
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 Creating a master equipment system by adding a top-level item to the System Assignments tree.
Note: You might need to expand the System Assignments panel to see the buttons referenced in this section.
To add an equipment system to the system assignment tree:
The Equipment System form appears.
Complete the form as follows:
Field | Description |
---|---|
Equipment Code Master | Is filled in with the code for the master for the equipment item for which you clicked the plus sign. |
Equipment Code Dependent | Click the ellipsis to access the Select Value form and select an asset from the list. |
Criticality Mission | By default, this is set to Noncritical, but you can select Support or Critical for this dependent asset. |
Criticality Function | By default, this is set to Noncritical, but you can select Support or Critical for this dependent asset. |
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, enter the value here. Otherwise, leave blank. |
Stakeholder Type | If you do not want all stakeholders to see this assignment, select a specific from the list. Otherwise, keep the selection to All. |
Building System ID | Building systems are the critical systems of your facility, such as the Electrical, HVAC, Security, Life Safety, Lighting, Utilities, Telecom, and Energy Management. You define building systems using the Define Building Systems task. If you wish to associate this equipment component with a building system, you can select one from the list. |
The dependent asset defined in this form appears in the System Assignments tree at the same level as the item you selected.
When you want to create a new equipment system to which you will add component equipment items, you add a top-level item in the System Assignments tree.
Note: You can also use the Background Data / Define Equipment Systems task to define records in the Equipment Systems (eq-systems
) table. See Defining Equipment Systems (Background Data).
Note: You might need to expand the System Assignments panel to see the buttons referenced in this section.
The Equipment System form appears filled in with the Equipment Code Master for the item you selected.
The Equipment System form now shows the item as both the master and dependent. This is how a top-level entry is defined.
The new entry now appears at the top level.
You can now add components to this equipment system.
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