Asset Responsibility Center
Introduction
Define workspaces for your users using the Asset Responsibility Center feature. You can assign Asset Responsibility Centers to Resources and Vendors to show information about in which workspaces they are operating. You can define a filter based on the Asset Responsibility Center so your Maintenance Employees will see Assets and Work Orders that belong to the assigned Asset Responsibility Center.
Asset Responsibility Centers can consist of multiple Asset Locations, and users can be assigned to several Asset Responsibility Centers.
Maintenance Employees Filter
As a manager of your team, you can set up an asset responsibility center filter for assets and maintenance documents for your maintenance employees.
From the Maintenance Employees list, you can edit or create a filter for a user by selecting the ellipsis button in the field. It opens a list where you can select a specific Asset Responsibility Center or add an empty one (it will add an empty value to the filter).
These filters will be applied to specific lists in the EAM part of the system.
- Asset Resp. Ctr. Filter - filter applied to all asset lists (also Tools if they're in use). Not only the main list but also all lookups with asset lists in the system. It will be also applied to the asset tree.
- Maintenance Resp. Ctr. Filter - filter applied to all maintenance documents for example work orders, plans, and tasks. Not only the relevant lists but also all lookups with records in the system.
If you don't set up a filter for a user, the user will see all records.
Filters are not applied to posted documents (for example posted work orders) and simulated instances.
Example:
A user has access to specified asset responsibility centers, and is only able to see specific assets on the asset list. When this user opens the asset tree and for some reason, some of the assets are children of an asset that is visible to the user, but one particular asset should be hidden from the user, it will be visible on the tree because the asset will be marked.
Note: if the setup is hiding the parent asset but children should be visible, the children will not be visible on the asset tree because the parent will not be added to the tree.
- If a user somehow opens a record that is hidden from the user, the user will be able to edit the record. Maintenance Employee Filters are created to reduce the number of visible records and hide those that are not related to the user, because the user will only see relevant records depending on the area in which they're currently operating.
- Some functions are blocked to prevent mistakes. For example, from the posted work order you can use the option to Update Work Order Plan based on the actual consumption done on the Work Order. If the user who is assigned to a different asset responsible center tries to use this function, that user will be blocked. The reason for this is that the user is not able to see the work order plan, so updating it by this function should not be possible.
- Note: The asset filter is not equal to the maintenance filter. So there is a possibility that a user sees an asset and the user can create a one-off for this asset (for example from the asset tree). But when the Work Order is created, the same user might not be able to see it if the maintenance filter doesn't allow the user.
Resources And Vendors
In your company, you can create a list of Asset Responsibility Centers. These ARCs can later be assigned to the Resource or Vendor. This is information about the area where this specific record is operating.
On the Resource and Vendor card, you can use the Asset Responsibility Center action to specify the ARC for the selected record.
Asset Location
On the Asset Location Card, you can specify Asset Responsibility Center for the Asset Location.
This value will be applied to the asset every time the Asset Location on the asset is changed. You can always change the ARC on the asset manually, but after changing the asset location (manually or by asset transfer), the ARC value from the Asset Location will be applied.
Asset
Asset Responsibility Center from the Asset is always automatically applied to its plans. If you change this value on the asset (manually or by asset transfer), it will update the asset responsibility center on existing plans.
Orders and Maintenance Tasks
Work Order Plans
- The Asset Responsibility Center value on the Work Order Plan is taken from the actual ARC value on the asset. If you change this value on the asset, plans will be updated (always).
- The value from the document is applied to all lines and can't be changed on them.
- When the Work Order is created, this value is automatically applied to the document. You can always change it if you want to.
- The value from the Work Order is applied to its lines.
Round Order Plan
Round Order Plan is created for many assets, so ARC on the Round Order Plan must always be specified manually. It's also applied to the Round Order when the plan is being calculated.
Maintenance Task Plan
Maintenance Task Plan is created without any asset, so ARC on the Maintenance Task Plan must always be specified manually. It's also applied to the Maintenance Task when the plan is being calculated.
Simulations
Asset Responsibility Center is applied to all simulations which are simulated instances and simulated lines. The value is the same as the Asset Responsibility Center code on the existing (simulated) plan.
Posted Documents
Asset Responsibility Center is added to the posted documents.
One-Off Work Order
When you create a one-off work order, the ARC code is taken from the Asset for which you are creating an order.
One-Off Task
When you create a one-off task, the ARC code on the task (and its plan) doesn't have a value.