To create the equipment hierarchy in Asset Management:
Navigate to Administration >> Configure >> Hierarchy in the left slider menu and a pop-up window will appear.
Creating a new Group.
- Click on the already created Business (eg. ABC Mine).
- Select 'Add Child', in the Group field, enter the required name and (optional) functional location field (eg. Inloading) and press 'Save'.
- To add multiple Groups, select the relevant Business and repeat the step above.
Creating a new Department.
- Click on the parent Group.
- Select 'Add Child', in the Department field, enter the required name and (optional) functional location (eg. conveyors) and press 'Save'.
- To add multiple Departments, select the relevant Group and repeat the step above.
Creating a new Area.
- Click on the parent Department.
- Select 'Add Child', in the Area field, enter the required name and (optional) functional location (eg. CV101), select the relevant Area Type and press 'Save'.
- To add multiple Areas, select the relevant Department and repeat the step above.
Updating an existing Group, Department or Area.
- Click on the relevant level in the navigation tree, update the necessary fields and press 'Save'.