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Concepts
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Settings
 

**Setting up Site Types

Site types define how objects, such as assets and task templates, are owned at each level in the site hierarchy. A site that cannot own an object might still be able to create objects (for example, task templates), but they will be owned (stored) at a higher site in the hierarchy. How objects are owned determines how data will be partitioned within APM.
Site types at higher levels of the organization own data that is shared by lower sites, such as value lists, resources, and standard documents. Data that higher-level sites wish to control (such as task templates) can be owned and secured at the higher site. This data can then be viewed and used by lower-level sites.
Lower-level site types own data that is unique and not shared between peer sites (that is, sites of the same type and at the same level in the site hierarchy). For example, data that is added and changed on a day-to-day basis, such as work orders, work requests, and assets, are usually owned by lower-level site types.
If you have licensed the Enterprise Asset Management (EAM) module, you can turn it off on individual sites. In a site hierarchy that contains both EAM and non-EAM sites in the same branches, if you are using a central Purchasing site at a higher level, create different site types for EAM and non-EAM sites with different object ownership rules. The non-EAM site type should not include permission to own purchasing objects (purchase orders, RFQs, invoices, contracts, suppliers, and supplier resources). This will prevent purchase orders, for example, from being created at sites that do not support them.
 
When you create sites, select the appropriate site type that matches the object ownership settings required for the site. In most cases, all sites at the same level in the hierarchy have the same type.
Note: When you first install APM, an Install site and Corporate site type are provided. You must make these the top level site and site type. The Install site always owns administrative settings, and it must be used as your top-most site. You can change the names of the Install site and Corporate site type to match your organization’s structure.
Before setting up site types, review the topic Sharing and Partitioning Data Between Sites.
This topic explains how to edit the Corporate site type and create additional site types.

To Set up Site Types

1.
From the Site window, click on the tool bar. The Enterprise window appears.
2.
From the Administration menu, select Application Settings. The Application Settings dialog appears.
3.
Select the Site Types tab.

Edit the Corporate Site Type

4.
Double-click Corporate Site Type. The Site Type dialog appears.
5.
Edit the description for this site type in the Type of site box.
6.
Review the settings on each of the tabs and ensure that they are appropriate for your organization.
7.
When you are finished, click OK.

Create an Additional Site Type

8.
Click New. The Site Type dialog appears.
9.
On the General tab, enter the following information:
Setting Name
Description
**Type of Site
The name of this site type. You can enter up to 50 characters.
Icon
To select a different icon for the site type, click Change Icon. Select the new graphic and click OK.
Employees
Select whether or not sites of this type can own employee records.
Typically, employees are owned by all site types, with the majority of employees owned at the lowest level in the site hierarchy: the operating sites. Employees must be created in the site in which they work, or at a higher-level site if they will work in multiple sites.
Resources
Select whether or not sites of this type can own resources. Resources include materials, tools, trades, and services.
Typically, resources are owned at the top-most site so that they need only be added once and are consistent across all sites. However, lower-level sites might also need to own resources if they need to enter materials, tools, trades, or services specific to their sites.
In-Transit Site
When assets are in the process of being transferred (that is, they have not yet been received at the site they are going to), APM transfers ownership of the assets to the in-transit site.
Note: The in-transit site is typically the top-level site type (because there can only be one in-transit site).
** Indicates a mandatory setting
10.
Select the Maintenance tab.
11.
Enter the following information:
Setting Name
Description
Assets
Select this option to allow sites of this type to own assets.
When you select this box, the Asset transfer documents, Work requests, Work orders, Standard jobs, Standard tasks, and PM routes options are automatically selected. It is recommended that these objects be owned by the same types of sites. Except for Asset transfer documents, you can clear any of these options.
Asset transfer documents
This box indicates whether or not sites of this type can use asset transfer documents. This box will always be selected if the Assets box is selected. Asset transfer documents are always owned by the top site.
Standard documents
Select this option to allow sites of this type to own standard documents.
Indicator templates
Select this option to allow sites of this type to own indicator templates.
Work requests
Select this option to allow sites of this type to own work requests. The Assets box must be selected before you can select this box.
Work orders
Select this option to allow sites of this type to own work orders. The Assets box must be selected before you can select this box.
Standard jobs
Select this option to allow sites of this type to own standard jobs. The Assets box must be selected before you can select this box.
PM routes
Select this box to allow sites of this type to own preventive maintenance (PM) routes. The Assets box must be selected before you can select this box.
Job templates
Select this option to allow sites of this type to own job templates.
Standard tasks
Select this option to allow sites of this type to own standard tasks. The Assets box must be selected before you can select this box.
Task templates
Select this option to allow sites of this type to own task templates.
Maintenance schedules
Select this option to allow sites of this type to own maintenance schedules and schedule templates.
Projects
Select this option to allow sites of this type to own projects.
12.
Select the Analyses tab.
13.
Enter the following information:
Setting Name
Description
Asset priority analyses
Select this option to allow sites of this type to own asset priority analyses. This option can only be selected if the Assets option is selected first.
RCM2 analyses
Select this option to allow sites of this type to own RCM2 analyses. This option can only be selected if the Assets option has already been selected.
RCM2 templates
Select this option to allow sites of this type to own RCM2 templates.
MTA2 analyses
Select this option to allow sites of this type to own maintenance task analyses.
MTA2 templates
Select this option to allow sites of this type to own maintenance task analysis templates.
Current practice reviews
Select this option to allow sites of this type to own current practice reviews.
RBI analyses
Select this option to allow sites of this type to own risk-based inspection (RBI) analyses.
SIF analyses
Select this option to allow sites of this type to own safety instrumented function analyses.
SIF templates
Select this option to allow sites of this type to own safety instrumented function analysis templates.
HAZOP analyses
Select this option to allow sites of this type to own HAZOP analyses.
HAZOP templates
Select this option to allow sites of this type to own HAZOP analysis templates.
Design FMECAs
Select this option to allow sites of this type to own design FMECAs.
14.
Select the Materials tab.
15.
Enter the following information:
Setting Name
Description
Requisitions
Select this box to allow sites of this type to create and maintain requisitions.
Requisitions are automatically generated from work orders for material requirements (to be fulfilled via purchase). To allow this, they need to be owned at the same site type as work orders.
Suppliers
Select whether or not sites of this type can own suppliers.
Suppliers need to be owned at your top site or at a higher site than the sites that will share the supplier list if:
•
You have a centralized purchasing department
•
You have a corporate supplier listing that is used at all sites
Purchase orders
Select this box to allow sites of this type to create and maintain purchase orders.
Contracts
Select this box to allow sites of this type to own purchasing contracts.
Note: Contracts must be owned at the same site as purchase orders or at a higher-level site.
Invoices
Select this box to allow sites of this type to own invoices.
Requests for quotations
Select this box to allow sites of this type to own requests for quotation (RFQs).
Ownership of RFQs must be at either the same site type where resources are owned, or at a lower-level site type. This is consistent with the general approach that resources are ideally owned and created at higher-level sites.
The suppliers referenced on the RFQ must exist at the RFQ’s site or at a parent site. A supplier from a lower-level site cannot be referenced on an RFQ.
Supplier resources
Select this box to allow sites of this type to create, modify, and delete supplier resources.
Supplier resources are typically set up at lower-level sites, while the suppliers and resources are owned at a higher site.
Resource transactions
When this box is selected, sites of this type are allowed to own resource transactions. Resource transactions include timecards, issues, transfers, transfer receipts, inventory returns, vendor returns, and purchase receipts.
This option is automatically selected if the site type is set to own items that create resource transactions, such as employees (time cards) or work orders. If no objects of this type are selected, the Resource transactions option will not be available for selection.
Transaction entry forms
Select this box to allow sites of this type to own transaction entry forms. These forms are used to record resource transactions. Transaction entry forms include time sheets and pick lists.
If you select the Warehouse option, this option will automatically be selected. However, you can clear it if necessary.
Warehouses
Select this box to allow sites of this type to own warehouses. If you select this option, the Resource transactions and Transaction entry forms options are automatically selected.
16.
Select the Asset Health tab.
17.
Enter the following information:
Setting Name
Description
Calculations
Select this box to allow sites of this type to own asset health calculations.
Report definitions
Select this box to allow sites of this type to own asset health report definitions.
18.
Click OK to save the settings and close the Site Type dialog.
19.
Click OK to close the Application Settings dialog.