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Settings

Creating Multiple Child Assets

You can create two or more child assets at the same time using the Create Multiple Assets window. This feature allows you to quickly add assets that are numbered sequentially but otherwise have identical details. If needed, you can then open the assets individually to adjust their properties. This feature is handy for creating assets with two or more sections, for example, transmission lines or piping.

To Create Multiple Child Assets

1.
On the Site window, select the Assets view and then the Physical Hierarchy or Listing tab.
2.
Right-click the parent asset and click Create Multiple Child Assets.
The Create Multiple Assets window appears.
3.
Enter and select options on the Creation Options tab:
Setting Name
Description
Number to create
Specify the number of items to create.
Assign asset number as follows
Select this option to specify names and numbers for the new assets.
Note: If you do not specify numbers, APM assigns the assets unique, sequential numbers. If you do not specify names, the new assets are not named.
Start at
Specify the number for the first new item. The second item’s number is the starting number plus the increment amount, and so on.
Increment by
Enter a value by which to increment the number on each subsequent item.
Prefix with
Enter a value to add to the beginning of each number.
Note: If the assigned number already exists, “(2)” is added to the asset number.
Name
Specify the name to be given to the items.
Include asset number in the asset name
Select this option to have the asset number included in the asset name.
Insert at
Select whether the item number is inserted at the beginning or end of the name.
4.
In the Asset details area, select the options for the new assets:
Setting Name
Description
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.
Subtypes
If the asset type specifies that a subtype is available for the asset, it is shown in this box. If more than one subtype is available, you can change the default selection.
If the asset type has one or more default subtypes, those subtypes are added to the Creation Options tab. A tab is added to the window for each default subtype. These specifications tabs will appear on the new child assets.
Classification
When you select an asset type, APM enters the asset classification automatically. You might be able to change the classification for the asset, depending on the asset type that was selected. Selecting the correct classification is important because it affects how APM treats the asset.
You can select from these APM classifications:
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Maintainable assets can be worked on. Users can enter work requests and work orders for them, and costs can be charged to them.
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System assets group assets that represent a system, such as a gas treatment system. These assets are treated in the same manner as maintainable assets in that users can enter work requests and work orders for them, and costs can be charged to them.
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Subsystem assets group assets that represent a subsystem of a system, such as heating, cooling, and dehydration subsystems. These assets are treated in the same manner as maintainable assets in that users can enter work requests and work orders for them, and costs can be charged to them.
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Component locations indicate where a component is located on a maintainable asset or asset group.
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Organizations represent organizational units, such as departments. They are often used to group other types of assets so that you can view costs at appropriate levels.
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Asset groups collect similar assets together to make it easier for or compare data. For example, all 100hp motors could be represented by an asset group.
Note: You cannot create component assets using the Create Multiple Assets window.
Consequence priority
The asset’s consequence priority number is typically the result of asset prioritization analysis, although it can be set manually. Consequence priorities are often used when sorting and analyzing the work backlog for scheduling or when analyzing asset failure information. APM also uses consequence priorities to determine whether or not to push indicator alarms up the physical hierarchy so that they will be visible on higher levels in the indicator monitoring panel.
Warning: The ranking number assigned to consequence priorities is also used to calculate alarm notification rankings for indicator alarms. If you do not select a priority setting for an asset, alarm notifications might not be pushed up the hierarchy to be displayed on a parent asset. This can affect the display of the alarm in the site’s Inspection Management view.
Status
Asset status represents the operational state of an asset and whether or not it is available for use. APM uses the status of an asset to determine whether or not work is triggered and whether or not components are available for installation.
Material Type
The type of the material, for example, stainless steel or aluminum.
Material Grade
The grade of the material type specifies its properties. Grades are identified by designations assigned by standards organizations, for example, SAE and ASTM steel grades.
P&ID
Piping and instrumentation diagram associated with the asset. In APM, P&IDs are included with standard documents and can be added to assets and safety provisions for reference.
In-service Date
The date that this asset was first put into service.
5.
Select the Location tab. This tab displays information about the parent asset in the physical and any alternate hierarchies. For example:
6.
To change the parent asset, click the browse icon and select another analysis asset.
7.
Provide the following information:
Setting Name
Description
Hierarchy code
A hierarchy code is a string of up to 10 letters and numbers that identifies an individual asset or site. APM uses the hierarchy code for the asset, its parent assets, and the site to create the hierarchy location.
For the hierarchy location to be useful, enter a code that gives users some indication of the asset’s function and location. For example, if a generator set is located on the north side of the plant, you might enter “NGenSet”. If the generator set has a pump location, you might enter “PmpStation” on the component location asset, and “Pump1” on the record for the pump component asset.
Location
Describe the physical location of the asset.
Map coordinates
The longitude and latitude coordinates of the physical location of the object.
Note: Latitude can have values ranging from -090.000 to +090.000. Longitude values can be from -180.000 to +180.000. For values outside these ranges, APM will accept the values and adjust accordingly. For example, a longitude value of +200.0 will translate to -160.0 on the map.
Tip: You can click the browse icon and point to the location on a map to have APM assign the coordinates. For more information, see Setting Map Coordinates.
Area
An asset can be associated with an area that identifies its physical location at the site. The area is used on checksheets to show all of the indicators within a particular area of the site. A bar code identifier can also be associated with an area.
Closest warehouse
The default warehouse for the asset, which is the default “deliver to” warehouse for purchases that are charged to this asset. If this box is left blank, APM uses the warehouse of the parent asset.
8.
When the enterprise and sites are set up in APM, up to five different hierarchies can be created to organize assets. The first hierarchy is the comprehensive physical hierarchy. Most (if not all) of your assets should be included in this hierarchy.
If you are using additional hierarchies, you can select parent assets in alternate hierarchies to establish the position of the new assets. Click a browse icon to select a parent asset.
9.
Select the Description tab to add information to be added to each asset’s description.
10.
Click OK. The child assets are created and added to the asset hierarchy.