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Adding Component Locations for an Assembly

Assemblies are represented in the physical hierarchy by component locations that are children of other component locations. The component assembly is then installed in the assembly location. When this happens, the component assembly's child locations may or may not have components installed in them. If they do, the child components are also installed in the component location assembly’s matching parallel locations. Thus, before you can install an assembly, you will need to create an “assembly frame” in the physical hierarchy. This frame is made up of the component locations that will hold the assembly and its components.

Generally, if the work you want performed is related to the location in which the component is installed, then you will create the standard job and work order for the location. For example, if a component motor is being used on a primary assembly line where downtime is very expensive, you may perform additional preventive maintenance work. In this case, you would only perform these jobs because of the location in which the motor is installed, so you would create standard jobs for the location. When a work order is triggered from a standard job written to the component location and that location has an installed component, the asset to work on for each step of the work order will be the installed component, with the following two exceptions. First, if the location does not have an installed component, the location itself will be the asset to work on. Second, if a step on the standard job specifies an asset other than the location as the asset to work on, that step will not be changed. For example, if you are triggering an asset-specific standard job used to collect indicator readings, each step will still refer to the appropriate asset.

When you create a work order with a component location as the asset to work on, the work history information is also copied to the installed component and the parallel component location, if one exists. If components and component locations are organized on two asset hierarchies that both collect costs, APM will ensure that the cost for each work order is added only once to the top asset.

Note: To improve system performance while you are working on assets and hierarchies, you can temporarily turn off the automatic updating of hierarchy locations.

To Add Component Locations for an Assembly

1.	On the Site window, select the Assets view and then the tab that shows your physical hierarchy.

2.	Expand the hierarchy by clicking on the plus signs () until you can see the asset that will be the parent for the assembly. The parent asset cannot be installed in a location when you create its component locations.

3.	Right-click the parent asset for the assembly and select New Child. The Asset window appears.

4.	Enter the appropriate information to create the component location for the main assembly asset. Save and close the asset record when you are done. The component location now appears in the hierarchy.

5.	On the physical hierarchy tab, right-click the component location that you just created and select New Child. APM creates and opens the new asset record.

6.	Enter the appropriate information to create a parallel component location. On the asset’s Component tab, select This component location has a matching location in a parallel hierarchy.

7.	Enter a code in the Match code box. Record this match code, as you will need to enter it again when you create the corresponding parallel component location. Save and close the asset record when you have entered all of the information.

8.	Repeat steps 5 and 6 for each of the component locations in the assembly.

9.	If you have an existing assembly, you can install it now.

10.	Save and close the open asset record(s).