Asset to Work On

The asset that needs maintenance or repairs. Click the Browse button to select the appropriate asset. If your organization includes multiple sites, the asset to work on and the work request must be owned by the same site.

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Component or Location

If you have selected a component location as the asset to work on, you can switch to the component installed in the location by selecting the Component option. If you have selected a component as the asset to work on, you can switch to the component's location by selecting the Location option.

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Title

The name or short description of this item. You can enter up to 250 characters.

Type

Asset types are groups of settings that define the characteristics of your organization’s assets. For example, you might create asset types called “pumps” or “piping and valves.” The asset type contains basic information, policies, and permissions, such as whether or not standard jobs can be created for assets of the type. When you create an asset in APM, you must specify an asset type, which then determines the information and functionality available for the asset.

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Hierarchy location

A hierarchy location is a string of letters and numbers that identifies where the asset is in the physical hierarchy. APM constructs a full hierarchy location using the code that you enter in the Hierarchy code box joined with the hierarchy codes for its parent/ancestors. The codes are separated by a period (.). Hierarchy locations are updated whenever the asset or one of its ancestors is moved within the hierarchy (or if a hierarchy code changes).

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Requested by

The employee requesting the work. To select an employee, click Browse.

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Organization

The department or organization where the employee works. Organizations are assets with an asset classification of organization. If your organization includes multiple sites, the organization and the employee's personnel record must be owned by the same site.

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Number

The telephone number for this person. You can enter up to 15 characters. If a telephone number mask has been created for the appropriate country, you do not have to enter any formatting characters such as brackets or dashes. APM will automatically format the number correctly.

Extension

The extension for this phone number. You can enter up to 6 characters.

Date Requested

The date that the work request was created. When you create a request, APM automatically enters the current date.

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Source

Describes the origin of the work request. Fro example, “Created in APM” means that an APM user created the request manually. Possible sources are: • Created in APM • Created in APM Remote • Created from a failure record • Created from a project • Created from an external system • Failure mode analysis • Follow-up to an existing task • Follow-up to an indicator reading • Indicator alarm acknowledgement • Reliability program review

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Originating System

The name of the originating system for work requests that were not created in APM. You can enter up to 25 characters.

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