Assets Tree

Organize your Assets in a tree structure and get an overview of related data

Introduction

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.

Prerequisite

You have created Assets.

Audience
Maintenance Manager, Technician

Configure Assets Tree

Different configurations can be made for the Assets Tree:

  1. How much information should be shown on each tree node (Asset Tree Node Templates described below)
  2. Which information should be available to a user (Tree Options described below)
  3. Which Asset icons to display in the tree view (Asset Icons described below)

Asset Tree Node Templates

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.

Tree Options

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.

Asset Icons

The Icons on each Asset node in the Assets Tree can be dynamic or static:

  • Dynamic icons are colored circles, showing the first letter of the first two words of the Asset Category Code selected for the Asset.
  • Predefined, static icons. They are shown for all entities below the Asset level, for example Plans, Work Orders, and Resources. But you can also select to show a static icon on the Asset level.

If you want to use dynamic icons,

  • refer to Asset Management Setup > Set Up Asset Data section. The Dynamic Asset Category Icons toggle button must be activated.
  • In the Asset Categories setup > Background Color field, select the color to be used on a dynamic icon for Assets using that Asset Category.

If you want to use static icons,

  • refer to Asset Management Setup > Set Up Asset Data section. The Dynamic Asset Category Icons toggle button must be deactivated.

The two screenshots below show examples of dynamic icons and static icons used in an Assets Tree.

Dynamic icons (colored circles) shown on Asset nodes.
Static icons (house icon) shown on Asset nodes.

Changing Node Templates

Steps 4

  1. On your role center, search for "Asset Management Setup".

  2. Select Asset Management Setup.

  3. Select Related > Asset Tree Node Templates in the ribbon.

  4. 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.

Expected

The user can edit data in Asset Tree Node Templates.

The data set up in the Template column is shown in the Assets Tree.

Changing Layout

Data Requirements

  1. At least one active Asset exists.
  2. At least one selected instance* exists.

Steps 5

  1. On your role center, select Assets Tree.

  2. 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).

  3. 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.

    Note:
    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.

  4. Select Close.

  5. Expand and inspect the Assets Tree to check if the required data is shown.

Expected

The user can select which data are visible in the Assets Tree.

View Assets Tree

On your role center, select Assets Tree to view Asset hierarchies. In the Assets Tree view, all Asset relations are shown.

  • Select the arrow to the left on an Asset line to expand or hide data. Depending on the setup, you can expand information regarding
    • Assets
      • Work Order Plans
      • Items
      • Documents
      • Downtime Registrations
      • Requests
    • Work Order Plans
      • Work Orders
      • Items
      • Resources
      • Documents
      • Frequencies
    • Work Orders
      • Items
      • Resources
      • Documents

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.

View Details

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:

  1. In the Assets Tree, select a Work Order.
  2. Select Process > Open. The Work Order card opens.

Example - Item details:

  1. In the Assets Tree, select an Item.
  2. Select Process > Open. The Item Card opens.

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2) Right-click on any node in the Assets Tree:

  • Refer to the screenshot "Screen-02..." below to see the options in the right-click pop-up menu.

Work with Asset-Related Data

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:

  • Select Process > Create Work Order or Register Downtime or Create Tagout (Tagout is only available if the Safe Work module is installed) to create a Work Order or a Downtime Registration or a Tagout.
  • Select Documents > Show Documents to see a list of documents related to the Asset.
  • Select Work Orders > Work Order Plans or Work Orders to see a list of the Work Order Plans or Work Orders that are created for the Asset.
  • Select History, and select a log or other entries or statistics to see registration history related to the Asset.

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.

Screen-01: Assets Tree using dynamic icons on Assets
Screen-02: Right-click pop-up menu

Add Asset to Assets Tree

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.

Create one-off Work Order from Assets Tree

Data Requirements

  1. At least one active Asset exists.
  2. At least one Category Code exists (without default values) and it is not set up as a default one.
  3. At least one Priority Code exists and it is not set up as a default one.

Steps 10 expand

Expected

The user can create a one-off Work Order from Asset Tree.

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