Asset Templates

Setup for Asset Templates

To configure asset templates:

1. Go to Asset management > Setup > Assets > Asset templates.
2. On the Asset templates page, in the header section you can specify asset type, manufacturer and model of asset for which asset template should be applicable.
3. Below the header you can see the Child assets FastTab.
   • Set up child assets: In the Child assets FastTab, you must define all properties that need to be automatically applied to any sub-assets / child assets that are created under the asset type. This list is also used for validation when you move an asset to a parent asset. While creating a child asset you note that the asset cannot be set up as child asset if it has the same asset type, manufacturer and model as parent asset defined in the header of asset template.
     • Note:
       • Child asset identifier = Asset identifier + Asset suffix
       • Each child asset inherits the asset type, manufacturer, and model specified in the grid.
   • Specifying Parent Assets: You can specify a parent asset for a specific child asset, if applicable.
     • Note that you cannot set up an asset as parent asset in following scenarios:
       • When trying to setup the asset as a parent asset for itself.
       • When the asset is included in a different asset template.
       • When an asset already has a parent assigned, and that parent is the same asset you are trying to set as its child.

01: Asset template page.

Create Hierarchy

When you manually create an asset with a specific asset type, manufacturer, and model, and an active asset template with the checked parameter Create asset hierarchy is found, sub-assets are created automatically based on the template. This helps you quickly create the required asset hierarchy.

Example:

1. In screenshot 01, we have created an asset template, defined child assets, and enabled the Create asset hierarchy parameter.
2. In screenshot 02, we are creating a new asset with the options as defined in screenshot 01 (i.e. Asset type is Meter-H2O, and Manufacturer is Grundfloss).
3. On saving the new asset, you will be directed to the Asset details page. You can see that two new child assets have been created (see screenshot 03).
4. You can view the child assets from the Asset details page by going to the top menu and navigating to General > Asset details > Child assets.
5. The Child assets page (see screenshot 04) will be shown. You can also see this from the All Assets / Active Assets listing page.

Note:

• Sub-assets are currently created automatically based on the asset template only when you manually create an asset from the Create asset page.
• The functional location of each sub-asset is automatically inherited from the main asset you create.
• If a parent asset is specified in the asset template, it is set as the parent for the sub-asset.
• If no parent asset is specified, the top-level asset (the asset you manually created) is set as the parent.
• If the sub-asset identifier exceeds 50 characters (maximum length), an error is shown.
• If the sub-assets are created successfully, you will see a message showing how many sub-assets were created and which active asset template was applied.

01: The 'Asset template' page with 'Create asset hierarchy' parameter enabled.

02: 'Create asset' dialog with details selected as per the asset template.

03: 'Asset details' page with child assets automatically created for the asset.

04: 'Child assets' page displaying child assets created automatically based on the defined template.

Validate Hierarchy

The functionality Validate asset hierarchy is used to validate the assets when you move an asset to parent asset.

When you move an asset to a parent asset manually in the Asset details page of the relevant asset (using Move to parent asset or by selecting a parent asset on Create asset), and the asset template used for the new parent asset has the Validate asset hierarchy parameter enabled (see screenshot 01), the asset hierarchy is validated against the asset template.

The result of validation is one of the following:

• Successful: If the hierarchy matches exactly what is defined in the template, meaning it reflects a 1:1 hierarchy defined in the asset template, then a message is displayed confirming a completed asset hierarchy.
• Validation error 1:
  • Asset template does not allow assets with the specific combination of Asset type, Manufacturer, and Model at this hierarchy level. This means there is at least one asset at this hierarchy level which is not allowed according to the template.
    • If the hierarchy for that parent asset does not match what is defined in the template, an error is shown as "Asset template does not allow any asset(s) 'Asset type' - 'Manufacturer' - 'Model' at hierarchy level 'Hierarchy level'"(see screenshot 03).
    • This error is thrown if in the asset hierarchy at a specific hierarchy level there is at least one asset with a data combination which is not present at this hierarchy level in the asset template.
• Validation error 2
  • Asset template allows only a maximum number of assets with the specific combination of Asset type, Manufacturer, and Model at this hierarchy level. This means the template allows fewer assets than what currently exist. You can have fewer assets than defined, but you cannot have more than the allowed number at that specific level.
    • If there are more assets at a specific hierarchy level than what the template allows for that combination of asset type, manufacturer, and model, then an error is shown as "Asset template allows max asset(s) 'Asset type' - 'Manufacturer' - 'Model' at hierarchy level 'Hierarchy level'" (see screenshot 02).
    • The template defines the maximum allowed count for that combination at each level. You can have less than the template (or even none), but you cannot have more than the maximum allowed.
• Missing assets notification:
  • If the system detects that some assets are missing in the hierarchy compared to what is defined in the asset template, a message is shown with information about how many assets are missing and which configuration is missing (see screenshot 03).

Note:

• Only the future new sub-hierarchy is validated. Existing sibling hierarchies under that parent are not checked.
• For example, if you move asset A as a direct child asset to parent asset B and parent asset B already has a direct child asset C, then the sub-hierarchy related to child asset C is not validated against the asset template.

01: 'Asset templates' page with the 'Validate asset hierarchy' parameter enabled.

02: Error message shows after validation.

03: Validation message when some assets are missing in the hierarchy compared to what is defined in the asset template.

Bulk Validation of Active Asset Hierarchies

You can validate asset hierarchies, and if any hierarchies are missing compared to what is defined in the asset template, a message is shown with details on how many hierarchies are missing and which configurations are missing.

1. Go to Asset management > Periodic > Assets > Update assets with hierarchy mismatch.
2. On the Update assets with hierarchy mismatch dialog (see screenshot 01) you can validate hierarchies manually or through batch processing for all active assets in the system. Define the validation as applicable. After you click OK, the system validates hierarchies either manually or through batch processing for all active assets.
3. To preview assets with hierarchy mismatch, go to Asset management > Inquiries > Assets > Assets with hierarchy mismatch.
4. On the Assets with hierarchy mismatch page (see screenshot 02), you can see a list of all mismatched assets. By selecting an asset in the grid, you can view the validation issues for the asset in the Message field in the page footer (screenshot 03).
5. There are two types of validation errors that can be shown when you run Update assets with hierarchy mismatch:
   • Asset template does not allow assets with this Asset type, Manufacturer, and Model at this hierarchy level.
     • This error is shown if there is at least one asset at that hierarchy level which is not present in the template.
   • Asset template requires a specific number of assets with this Asset type, Manufacturer, and Model at this hierarchy level.
     • In this case, the hierarchy must match the template exactly. The number of assets at each hierarchy level and their relationships must be identical to what is defined in the asset template.
6. The hierarchy must match exactly the structure defined in the template (same count per level and same relations).
   • Note: When you validate asset hierarchy during Update assets with hierarchy mismatch, all sub-hierarchies are validated. For example, if asset A has a direct child asset B and a direct child asset C, both sub-hierarchies are validated. The entire hierarchy for the asset must reflect the asset template exactly. In the other words, asset hierarchy must reflect 1:1 hierarchy specified in the asset template.
7. After reviewing hierarchy errors and fixing them (or fixing the template itself), you can click Validate asset hierarchy on the Assets with hierarchy mismatch page to check if the hierarchy for the selected asset is now correct and does not return errors.
8. You can also validate the hierarchy for a specific asset directly on the Asset details page by navigating to Asset > Maintain > Validate asset hierarchy from the top menu.

01: The 'Update assets with hierarchy mismatch' dialog.

02: The 'Assets with hierarchy mismatch' screen.

03: 'Assets with hierarchy mismatch' page with Message field displaying validation issues for the asset.