The Assets Tree gives you an overview of Assets and the hierarchy of parent and child Assets, including related data such as Work Order Plans, Work Orders, Requests, and Downtime registrations.
You have created Assets.
Different configurations can be made for the Assets Tree:
In the Asset Tree Node Templates list you see all the data types that are available in the Assets Tree. You can change the detailed information to be shown by editing contents in the Template column.
Refer to the "Changing Node Templates" test case below for step-by-step instructions on how to edit the template.
Regarding information availability, a Maintenance Manager may require access to all information in the Assets Tree, whereas it is only relevant for a Technician to see information related to Assets and Work Orders. You can edit information availability from the Assets Tree.
Refer to the "Changing Layout" test case below for step-by-step instructions on how to configure which data should be shown in the Assets Tree.
The Icons on each Asset node in the Assets Tree can be dynamic or static:
If you want to use dynamic icons,
If you want to use static icons,
The two screenshots below show examples of dynamic icons and static icons used in an Assets Tree.
On your role center, search for "Asset Management Setup".
Select Asset Management Setup.
Select Related > Asset Tree Node Templates in the ribbon.
Edit contents in the Template column.
The rows with content in the Help column shows the data selection you can add, which can be displayed on the node. Example: For type "Asset", you can show Asset No., Asset Description, Asset Location, and so on, by adding the available %1, %2, %3 codes in the Template column.
The rows without content in the Help column are the headings on a node.
The user can edit data in Asset Tree Node Templates.
The data set up in the Template column is shown in the Assets Tree.
On your role center, select Assets Tree.
Select Process > Tree Options.
The Edit - User Asset Tree Setup Card <User Name> screen opens. The default setting is that all information is shown, meaning all toggle buttons are activated (shown in green color).
Select instances which should be shown in the Assets Tree:
Select a toggle button to deactivate it (shown in white or gray color), meaning these data are not available in the Assets Tree.
If you deactivate Show Work Order Plans or Show Work Orders or Show Posted Work Orders, the related toggle buttons in each section are also deactivated, and they can only be activated if you select the Show Work Order Plans / Show Work Orders / Show Posted Work Orders toggle button again to activate it.
All toggle buttons can be deactivated and activated separately as long as the three toggle buttons mentioned above are activated.
Expand and inspect the Assets Tree to check if the required data is shown.
The user can select which data are visible in the Assets Tree.
On your role center, select Assets Tree to view Asset hierarchies. In the Assets Tree view, all Asset relations are shown.
When you select an Asset, or a node in an Asset hierarchy, Asset details are shown in the FactBoxes on the right side of the screen.
From the Assets Tree, you can open a card for a selected node to see more details. This can be done with all available data in the tree. From the Assets Tree, you can view details or initiate actions in two ways:
1) Use the Process button in the ribbon:
Example - Work Order details:
Example - Item details:
2) Right-click on any node in the Assets Tree:
When you select an Asset, or any node under the Asset, you can create different types of data related to the Asset directly from the Assets Tree:
The screenshot "Screen-01..." shows Asset No. A000041 with related nodes expanded. Data related to the Asset as well as Work Order Plan data and Work Order data are shown. The Asset node icons used in the screenshot are dynamic icons (round icons in red, black, and blue colors). Read more about icon setup in the article Configure Assets Tree above.
When you create an Asset, select the Parent No. field and select the parent Asset from the list.
The description related to the parent Asset is automatically inserted in the Parent Description field on the Asset Card.
On your role center, select Assets Tree.
Select Expand All.
Select Asset for which you want to create one-off Work Order.
Select Create Work Order.
Enter data in the Description field.
Select Category code.
Select Priority Code.
The user can create a one-off Work Order from Asset Tree.